7.13_() | Community Creatio

Set default grid behaviour to add row

12:40 Feb 21, 2019

Dear Melanie,

To do that you need to have your account or contact page in "Custom" package (in other words you need to have it customized) and find the schema of the edit page in configuration (System designer->Advanced settings->Configurations). The schema should be named like Account1Page or UsrAccount1Page (Contact1Page/UsrContact1Page). Open the schema and change parent object to "Account edit page" (for accounts) or "Contact edit page" (for contacts) http://prntscr.com/mo3dgw and save the schema. After that go to the section and refresh the page and open a record after that. As a result you will have all your customizations on both edit pages.

Best regards,

Oscar

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Question

22:48 Feb 19, 2019

How would I go about setting the default behaviour for the + button on an editable grid to add a row instead of opening the card?

Specifically, this is the Order page, with the OrderProduct detail. The + button here

brings up this full page card:

I would like it to default instead to the blank row you get from ... -> New:

I have tried explicitly setting IsEditable to true when initializing the detail, but it doesn't seem to make a difference. Where might I be able to change this?

Thank you.

6 comments

Alex_Tim

17:23 Feb 20, 2019

Hello Darian,

Actually, here is an article that describes how to achieve it:

https://academy.bpmonline.com/documents/technic-sdk/7-13/adding-detail-…

Also I have tested it on my local instance, here is an example how to do it with OpportunityProductDetailV2.

1. Create replacing client module for it

2. Put the code from below and save the schema.

define("OpportunityProductDetailV2", ["ConfigurationGrid", "ConfigurationGridGenerator",
    "ConfigurationGridUtilities"], function() {
    return {
        entitySchemaName: "OpportunityProductInterest",
        attributes: {
 
            "IsEditable": {
 
                dataValueType: Terrasoft.DataValueType.BOOLEAN,
 
                type: Terrasoft.ViewModelColumnType.VIRTUAL_COLUMN,
                value: true
            }
        },
        mixins: {
            ConfigurationGridUtilities: "Terrasoft.ConfigurationGridUtilities"
        },
        diff: /**SCHEMA_DIFF*/[
            {
                "operation": "merge",
                "name": "DataGrid",
                "values": {
                    "className": "Terrasoft.ConfigurationGrid",
                    "generator": "ConfigurationGridGenerator.generatePartial",
 
                    "generateControlsConfig": {"bindTo": "generateActiveRowControlsConfig"},
                    "changeRow": {"bindTo": "changeRow"},
                    "unSelectRow": {"bindTo": "unSelectRow"},
                    "onGridClick": {"bindTo": "onGridClick"},
                    "activeRowActions": [
                        {
                            "className": "Terrasoft.Button",
                            "style": this.Terrasoft.controls.ButtonEnums.style.TRANSPARENT,
                            "tag": "save",
                            "markerValue": "save",
                            "imageConfig": {"bindTo": "Resources.Images.SaveIcon"}
                        },
                        {
                            "className": "Terrasoft.Button",
                            "style": this.Terrasoft.controls.ButtonEnums.style.TRANSPARENT,
                            "tag": "cancel",
                            "markerValue": "cancel",
                            "imageConfig": {"bindTo": "Resources.Images.CancelIcon"}
                        },
                        {
                            "className": "Terrasoft.Button",
                            "style": this.Terrasoft.controls.ButtonEnums.style.TRANSPARENT,
                            "tag": "remove",
                            "markerValue": "remove",
                            "imageConfig": {"bindTo": "Resources.Images.RemoveIcon"}
                        }
                    ],
                    "initActiveRowKeyMap": {"bindTo": "initActiveRowKeyMap"},
                    "activeRowAction": {"bindTo": "onActiveRowAction"},
                    "multiSelect": {"bindTo": "MultiSelect"}
                }
            }
        ]/**SCHEMA_DIFF*/
    };
});

17:52 Feb 20, 2019

Alex_Tim,

I have done that, but it doesn't make a difference. It does function as expected with OpportunityProductInterest, but OrderProduct still requires using ...->New to get a new line.

REf:

define("OrderProductDetailV2", ["ConfigurationGrid", "ConfigurationGridGenerator",
	"ConfigurationGridUtilities"], function() {
	return {
		entitySchemaName: "OrderProduct",
		attributes: {
			"IsEditable": {
				dataValueType: Terrasoft.DataValueType.BOOLEAN,
				type: Terrasoft.ViewModelColumnType.VIRTUAL_COLUMN,
				value: true
			}
		},
		mixins: {
			ConfigurationGridUtilities: "Terrasoft.ConfigurationGridUtilities"
		},
		details: /**SCHEMA_DETAILS*/{}/**SCHEMA_DETAILS*/,
		diff: /**SCHEMA_DIFF*/[
			{
				"operation": "merge",
				"name": "DataGrid",
				"values": {
					"className": "Terrasoft.ConfigurationGrid",
					"generator": "ConfigurationGridGenerator.generatePartial",
					"generateControlsConfig": {"bindTo": "generateActiveRowControlsConfig"},
					"changeRow": {"bindTo": "changeRow"},
					"unSelectRow": {"bindTo": "unSelectRow"},
					"onGridClick": {"bindTo": "onGridClick"},
					"activeRowActions": [
						// [Save] action setup.
						{
							"className": "Terrasoft.Button",
							"style": this.Terrasoft.controls.ButtonEnums.style.TRANSPARENT,
							"tag": "save",
							"markerValue": "save",
							"imageConfig": {"bindTo": "Resources.Images.SaveIcon"}
						},
						// [Cancel] action setup.
						{
							"className": "Terrasoft.Button",
							"style": this.Terrasoft.controls.ButtonEnums.style.TRANSPARENT,
							"tag": "cancel",
							"markerValue": "cancel",
							"imageConfig": {"bindTo": "Resources.Images.CancelIcon"}
						},
						// [Delete] action setup.
						{
							"className": "Terrasoft.Button",
							"style": this.Terrasoft.controls.ButtonEnums.style.TRANSPARENT,
							"tag": "remove",
							"markerValue": "remove",
							"imageConfig": {"bindTo": "Resources.Images.RemoveIcon"}
						}
					],
					"initActiveRowKeyMap": {"bindTo": "initActiveRowKeyMap"},
					"activeRowAction": {"bindTo": "onActiveRowAction"},
					"multiSelect": false
				}
			}
		]/**SCHEMA_DIFF*/,
		methods: {}
	};
});

Alex_Tim

12:01 Feb 25, 2019

Darian Lewis,

Basically, I tried to apply the code that you sent and it works in a required way if you are trying to add the product via "new" button

http://prntscr.com/mprbvm

To make "plus" button behave as "new" button you should override the logic of the plus button.

Best regards,

Alex

17:19 Feb 25, 2019

Alex_Tim writes:

To make "plus" button behave as "new" button you should override the logic of the plus button.

Yes, that's what I'm asking for help with - I can't find where to override the plus button.

Alex_Tim

11:46 Mar 01, 2019

Darian Lewis,

The logic of "plus" button lays in "BaseGridDetailV2 module. This button is binded to "addRecord" method.

The logic of "new" button lays in "ConfigurationGridUtilities" module. This button is binded to "addRow" method.

So the solution is to override "plus" button and bind it to "addRow" method.

To achieve it, new replacing client module for "OrderProductDetailV2" should be created and

the code from below should be inserted into the module.

define("OrderProductDetailV2", ["ConfigurationGridUtilities"], function() {

   return {

       entitySchemaName: "OrderProduct",

       messages: {},

       attributes: {},

       methods: {},

       diff: /**SCHEMA_DIFF*/[

           {

               "operation": "merge",

               "name": "AddRecordButton",

               "values": {

                   "click":{"bindTo":"addRow"}

               }

           }

       ]/**SCHEMA_DIFF*/

   };

});

No connection with Office/Outlook 365

17:44 Mar 01, 2019

Alex_Tim,

Thank you, that did the trick.

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Question

Mathias F. Küffler

19:37 Feb 19, 2019

Hi!

I try to connect with my Office365 account. But after I set the email address and entered the password, I receive a message that one of the settings are unvalid. But they are properly set.

More I´ve tried to use the Outlook connector from the marketplace, https://marketplace.bpmonline.com/app/smartcloud-connect-bpmonline, but here I receive everytime an error message. For this I have a ticket at the support team open. Has someone else got this problem?

1 comments

Bogdan Spasibov

17:45 Mar 04, 2019

Hello Mathias!

Our partner contacted us to request additional information from you. We will contact you within your support case which you opened earlier.

Thank you!

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Question

7.13_()

sales

"Copy" section action button

Danilo Lage

05:10 Feb 19, 2019

Hi colleagues,

I am searching for a way to add/remove fields to be copied when clicking the Copy button on Quote Section (section actions).

Could anyone, kindly, share any reference on how to customize that?

thanks a lot.

5 comments

Eugene Podkovka

11:54 Mar 01, 2019

Please modify the section edit page with a section wizard, then go to the configuration section, find a newly created UsrQuotesSection module, open it, add the "remove" block to the diff and save it.

define("AccountSectionV2", [], function() {

   return {

       entitySchemaName: "Account",

       details: /**SCHEMA_DETAILS*/{}/**SCHEMA_DETAILS*/,

       diff: /**SCHEMA_DIFF*/[

           {

               "operation": "remove",

               "name": "DataGridActiveRowCopyAction"

           }

       ]/**SCHEMA_DIFF*/,

       methods: {}

   };

});

Danilo Lage

16:03 Mar 01, 2019

Eugene Podkovka,

Hi Eugene, thanks for your message. I am actually looking for a way to select what fields should be copied. For instance, when user copies a quote, I would like to copy 2 new fields (Usr´s fields) + the Product list (OpportunityProductInteress entries from the original quote).

Thanks

17:49 Mar 01, 2019

Danilo Lage,

You can select which fields are copied in the object designer, with the 'Make copy' checkbox.

Unfortunately, this doesn't work for the contents of detail objects.

Danilo Lage

18:03 Mar 01, 2019

Darian Lewis,

Hi Darian, thanks for you message. Appreciate.

Let´s implement the detail object copy, then.

Fernando Huarastaca

05:16 Feb 12, 2020

Danilo Lage writes:

Darian Lewis,

Hi Darian, thanks for you message. Appreciate.

Let´s implement the detail object copy, then.

Any comments about this implementation??

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Question

Mitch Kaschub

22:41 Feb 18, 2019

Can you control access for users to which lookups they can view and edit? I see there is an operation permission called Access to "Lookups" section. But what if I want the user to only be able to edit one lookup? Can I control that? or is it an "all or none" type of setting?

5 comments

https://academy.creatio.com/docs/user/platform_basics/business_data/tags

02:11 Feb 19, 2019

Dear Mitch,

As for now there is no such functionality to set up access rights for certain lookup only. I have forwarded your request to our business analysts. They will evaluate the possibility of implementation in future system releases.Thank you for helping us to make our application better!

Best regards,

Angela

Luis Tinoco Azevedo

18:17 Mar 08, 2021

Hi Angela,

any new on this issue?

I have one user that should be able to delete tags of accounts.

From what I understand from this article:

I would have to give her access to the lookups, but she would be getting access to way too many objects.

This is one specific case but there are many others were we have an intermediate level user that is not administrator but that should be the owner of 1 or 2 specific lookups, I believe this is much needed.

Thanks,

Luis

Creating a campaign based on contacts that have reached specific campaign goals.

12:53 Mar 10, 2021

Luis Tinoco Azevedo,

This functionality is not released yet, unfortunately. The task is still in progress.

Best regards,

Angela

Shailey

13:13 Mar 10, 2021

we had a similar request from our client, we handled it by creating a new workplace and added only lookup section. and gave access to specific user role.

Bogdan

10:20 Jun 23, 2023

Adam VanBuskirk,

It wasn't implemented yet. There is no ETA for this task for now.

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Question

marketing automation

7.13_()

Alex Zarate

03:18 Feb 17, 2019

I've been trying to create a campaign that is triggered based on participants that have completed one or more campaigns goals in other campaigns.

I figured I'd try to create a dynamic folder in contacts which would isolate those contacts that have successfully reached a specific campaign goal for a given campaign. But this is proving to be somewhat challenging. Does anyone know if this could be done?

Cheers,

Alex

1 comments

Process Start Signal on SysAdminUnit Table not triggered

12:29 Feb 18, 2019

Dear Alex,

Indeed if you need to put participants of previous campaign to the newly created campaign then you need to specify a folder to which old campaign participants will be transferred (using "Exit from campaign" element). After that you need to create a new campaign and in "Add from folder" element you need to specify that folder which you used when exiting from campaign in an old campaign. As a result you will get a campaign that is triggered for those participants that have riched a goal in an old campaign.

Best regards,

Oscar

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Question

sysadminunit

7.13_()

sales

Jerome BERGES

00:33 Feb 17, 2019

Hi all,

I created a process lauched where Users are Created / Modified / Deleted.

Seems that the events are no triggered on this table.

Is it Possible ?

2 comments

Auto generate case number from section field and date

05:07 Feb 17, 2019

Dear Jerome,

To create such process we recommend using object "Users (view)". Can you please specify if this is the object you used?

Jerome BERGES

14:53 Feb 17, 2019

Angela Reyes,

No I used "System administration object". I will try yours and give you a feedback. Thank you.

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Question

Tebogo

10:31 Feb 16, 2019

Good day.

I am new to BPM Online(And C#). I just registered a 14 day free account to try it out.

I want to use the sub process to create a case number when a new record is created on a section. Please see the image below:

When the new record is saved the process starts and reads the zone filed from the request record as depicted below:

Upon reading the zone field I then assign the zone filed to the zone process variable using the formular task as depicted below:

I then use the zone process variable to formulate the case number in the code script as depicted below:

string unique_numer =  DateTime.Now.ToString("yyMMddhhmmss");
string  zone_val = Get<Guid>("zone").ToString();
string case_number=(zone_val+"-"+unique_numer)
 
Set("case_number",case_number);
return true;

The challenge I am facing is to get the value of the selected lookup zone field to store the value into zone_val string filed.

How to get the selected value from the zone lookup filed using C# code. The value that I get is a Guid data type and cannot get the value of the lookup.

I need to store the generated CaseNumber to the case_number field in the database as depicted below:

You help will be highly appreciated as I am currently stuck.

4 comments

Call Web Service Request message

23:18 Feb 16, 2019

Dear Tebogo,

You may create a system setting that will store this number and use it in the future number generation. You can find detailed example here: https://academy.bpmonline.com/documents/technic-sdk/7-13/how-add-auto-n…

Best regards,

Angela

Jerome BERGES

00:47 Feb 17, 2019

Assuming you want the field name in the Zone Table :

var uc = Get&lt;UserConnection&gt;("UserConnection");
 
Guid zoneId = Get&lt;Guid&gt;("zone");
 
var esq = new EntitySchemaQuery(uc.EntitySchemaManager.GetInstanceByName("Zone"));
esq.AddColumn("Name");
var entity = esq.GetEntity(uc, zoneId );
string zoneName = entity.GetTypedColumnValue&lt;string&gt;("Name");

Tebogo

07:14 Feb 17, 2019

Angela Reyes,

Thank you very much Angela.

Tebogo

07:17 Feb 17, 2019

Jerome BERGES,

Thank you very much Jerome, highly appreciate it!

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Question

Glenn Smith

20:19 Feb 14, 2019

Is there a way to capture the Request message from a Call Web Service activity for debugging?

3 comments

20:42 Feb 14, 2019

Dear Glenn,

You can use Fiddler to catch requests that are being sent to and from the application and use it for debbuging. But you will be able to do it starting from 7.13.2 version of the applciaiton. Until that you can either create the functionality and then use it after the upgrade or create the request on c# via a script task element.

Best regards,

Oscar

Glenn Smith

20:48 Feb 14, 2019

Oscar Dylan,

Both bpm'online and the service are in cloud, so I cannot use fiddler. What is the target release for 7.13.2?