Our company would like to have this Customer field use the Accounts lookup as default instead of the contacts lookup being show first. I would like to 1. remove the contacts lookup, OR 2. simply move the accounts lookup to be first so it is open by default. The problem we are trying to solve is tha...MoreLess

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Dear Mitch,

In order to implement the required functionality please do the following:

1. Create a replacing client module for the “OpportunityPageV2”...MoreLess

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Hello,

How do i remove the "Add link to knowledgebase" menu item on the tools menu of the Attachments detail?

Thank you,

Allen

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Hi Allen, 

Sure, there is an option to block such functionality. However, please note that the development process should be applied.

1...MoreLess

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Users are receiving 2 notifications in the notification center when they should only be receiving one, for example when a new message is received on a case they are following.

I believe this is because there are two columns on the Notification object called "Created By", one is inherited from Base...MoreLess

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I added an "Open Edit Page" element to my process. When I got to select which page, the one I am looking for is not an option. I want to open an edit page for my custom section, Change Orders. I have tried having the current package set to Custom, and I've set the current package to my Custom package with the schema I want to use. But I cannot get it to show up in this menu. Can anyone advise what makes certain pages available for this process element?

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Hello Mitch,

It seems that you have added custom section by development tools, but not via out-of-the-box tools like Section Wizard. For...MoreLess

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Hello,

I have a detail area on a section which lists documents from an external system via a call to a Creatio configuration service.

How do I set up a grid column(like "DocumentName") such that it can be clicked on and can make a call to a configuration service via service helper?

Thanks for you help.

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Dear Allen, 

You can do it by extending or overriding class Terrasoft.Grid (you can find it in the web console, you won't be abl...MoreLess

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Does anyone know the purpose of the overriding of the deleteRecords method in Step 3 of the following Academy article on using a modal lookup window to populate a detail? https://academy.creatio.com/documents/technic-sdk/7-15/creating-detail-selection-lookup

When I remove this, it doesn't seem to have any impact on deleting records from the detail, and I can't tell what it's trying to achieve by lookup at the code and the vanilla deleteRecords method.

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Dear Harvey, 



This part of the code is needed for the correct work of multi-select in the grid of the detail. I would not recommend removing...MoreLess

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Hello,

How do we remove or disable the following menu items for a grid in detail area?

  • Select multiple records
  • Apply filter
  • Sort by(i.e. disable all sort options)

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Hi Allen, 

In order to remove "Select multiple records", "Apply filter", "Sort by" you can do the following: 

1. Create a replacing...MoreLess

Hi Allen, 

In order to remove "Select multiple records", "Apply filter", "Sort by" you can do the following: 

1. Create a replacing...MoreLess

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Hi Community,

Is there any place where I can get the information of all the methods written in BasePage schemas (Record page + Section page)?

Like : onEntityInitialized(), getIncrementCode(), getSectionActions(), getActions(), etc..

Thanks : )

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Hi Akshit, 

Thank you for contacting us!

The link below contains client core library where you are welcome to check BasePage schema ...MoreLess

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I created this detail that uses a lookup using this academy article. It is ideal because the case column is a link you can click to go to the case record. However users cannot edit the notes column if I use this approach.

So then, I customized the detail so the list is editable using this academy article...MoreLess

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Dear Mitch,

You can use SupplyPaymentDetailV2 as an example of how such functionality can be implemented (for example methods linkClicked...MoreLess

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I think the obvious answer is no, but maybe someone can offer an alternative solution?

My use case:

I have a process with a signal start with a "record deleted" signal (shown in the image below). I would like for the process to read two columns from the deleted record and delete all other records that...MoreLess

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Hi, I have the same need.

If the process is triggered just BEFORE he record is actually deleted, It could be possible... but I am...MoreLess

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