Dear Sushma,

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

1. Add a module that would be exactly the same as FixedFilterViewV2 (copy all the code except the name in define, localizable strings and images), e.g. UsrFixedFilterViewV2 https://prnt.sc/shwown .

2. In this module, modify the “getPeriodFixedButtonsViewConfig” function by adding the following code https://prnt.sc/shwpwh :

                    // new menu items

                    {

                    className: "Terrasoft.MenuItem",

                    caption: usrResources.localizableStrings.CurrentQuarter,

                    click: {bindTo: "setPeriod"},

                    tag: filterName + "_CurrentQuarter"

                },  {

                    className: "Terrasoft.MenuItem",

                    caption: usrResources.localizableStrings.CurrentYear,

                    click: {bindTo: "setPeriod"},

                    tag: filterName + "_CurrentYear"

                }]

3. Add a module that would be exactly the same as FixedFilterViewModelV2 (copy all the code except the name in define, localizable strings and images), e.g. UsrFixedFilterViewModelV2 https://prnt.sc/shwtvn .

4. In this module, modify the “setPeriod” function by adding the following code https://prnt.sc/shwumk :

                case "CurrentQuarter":

                    startDate = Terrasoft.startOfQuarter(startDate);

                    dueDate = Terrasoft.endOfQuarter(startDate);

                    break;

                case "CurrentYear":

                    startDate = Terrasoft.startOfYear(startDate);

                    dueDate = Terrasoft.endOfYear(startDate);

                    break;

5. Create a new module to override QuickFilterModuleV2 https://prnt.sc/shwwcg : 

define("UsrQuickFilterModuleV2", ["QuickFilterModuleV2"], function() {

        Ext.define("Terrasoft.UsrQuickFilterModuleV2", {

            override: "Terrasoft.QuickFilterModule",

            getDefaultModuleConfig: function() {

                return {

                    FixedFilters: {

                        viewConfigModuleName: "UsrFixedFilterViewV2",

                        viewModelConfigModuleName: "UsrFixedFilterViewModelV2",

                        configPropertyName: "fixedFilterConfig"

                    },

                    CustomFilters: {

                        viewConfigModuleName: "CustomFilterViewV2",

                        viewModelConfigModuleName: "CustomFilterViewModelV2",

                        configPropertyName: "customFilterConfig"

                    },

                    FolderFilters: {

                        viewConfigModuleName: "FolderFilterViewV2",

                        viewModelConfigModuleName: "FolderFilterViewModelV2",

                        configPropertyName: "folderFilterConfig"

                    },

                    TagFilters: {

                        viewConfigModuleName: "TagFilterViewGeneratorV2",

                        viewModelConfigModuleName: "TagFilterViewModelGeneratorV2",

                        configPropertyName: "tagFilterConfig"

                    }

                };

            }

        });

    }

);

6. Add a dependency in the “InvoiceSectionV2” schema to the overridden “UsrQuickFilterModuleV2” module https://prnt.sc/shwzto :

define("InvoiceSectionV2", ["UsrQuickFilterModuleV2"], function(){

               return {

                              "entitySchemaName": "Invoice"

               };           

});

Best regards,

Norton

Norton Lingard,

Thank you for detail steps along with Screenshots.

Hi guys, would this also work for filtering on dashboards? So would be a solution for custom fiscal year periods? 

Hello Thanh, 



Please try to use "department.GetColumnValue("FxdChatRefId")" instead of "department.FxdChatRefId"

If it doesn't help, please replace "FetchPrimaryColumnFromDB" with "FetchFromDB".



Kind regards,

Roman

i ve got it. if you take Call.ModifiedById then you can choose current user.

thank you

Dear Oren,

In order to implement the required functionality please debug the “BaseManyToManyGridDetail” and “LookupPage” schemas. Please feel free to use the “IsDebug” mode for it. Please find more information about it in the article by the link below:

https://academy.creatio.com/documents/technic-sdk/7-16/isdebug-mode

Best regards,

Norton

Hi Mitch,

You can find the answer on this thread: https://community.creatio.com/questions/stay-current-edit-page-after-saving-record

Regards,

Phuong Nguyen

Hello Mitch, 



Please take a look at the comment above from Phuong Akira. 

The answer on how to reach the functionality you have asked about is described there. 



Kind regards,

Roman

Hi Yania,

You are using the trial PostgreSQL build and we need to reproduce the same behavior on our end so to tell you the exact reason. Can you please specify for which object have you enabled access rights inheritance and also which object was chosen to inherit access rights from?

Thank you in advance!

Best regards,

Oscar

Hello Oscar,

I was using Studio demo site where I created a custom section and a details page that belonged to that section. The detail had to inherit permissions from the section. I tried it again today and I got a different error: Errors occurred while compiling configuration. See logs for more details. Then I removed the "inheritance access permissions from" option and while attempting to publish, then I got same error as before regarding MSBuild. I cant publish now because I keep getting the first error "Errors occurred while compiling configuration. See logs for more details". 

Yania,

Hello Yania,

Please email us at support@creatio.com and provide us with the link to the app and with access to it and we will take a look at the issue more deeply. We've also enabled logging for PSQL applications and now we should be able to determine the root cause of the problem, but we need to reproduce the error on our end.

Thank you!

Best regards,

Oscar

Hello Yuriy, 



The current DB and server time is set to UTC+0 no matter where the website is located. 

Please note, that you can always change a timezone displayed for your system user profile. 



Kind regards,

Roman

 

Hi Artur,



    The dashboard's data is stored in the SysDashboards for dashboards on analytics, 

and SysWidgetDashboard for dashboards in the section pages.

    You can transfer this data using data bindings or on the DB level (merge for existing on the target instance and insert for nonexisting).

    Data for folders, filters, and column setup is stored in the SysProfileData. You can transfer it similarly to the dashboard's data. 



    In case if you need more information on adding data bindings for the package, please see the article below: 

https://academy.bpmonline.com/documents/technic-sdkmp/7-13/binding-data-package 



Thank you!

Hi Ramnath.

You can change the font size by adding a custom css style to the schema you need and in such a way override the system font-size. Please refer to this article on our community: https://community.bpmonline.com/questions/how-add-custom-style-control-page-based-condition

I recommend you change a font-size first for any page in the system to check if it looks fine as we do not guarantee that all objects, labels, and containers will be displayed correctly. 



Thank you.

Bohdan Zdor,

I have tried this before but I could only make it work on the page of arecord. I need to edit the page where all the records are shown. I could not find the module which has the code for the list of records.

Ramnath

RAMNATH SHARMA,

Unfortunately, there is no option to change the section list font size in the current version of the system. I have registered your suggestion, though. It was passed to our R&D team to be considered for further releases.

Thank you. 

Hello Nicolas,

There was no possibility to edit the source code of the object ever in the Creatio app using the object "Source code" option. The window with the source code is always opened in the read-only mode. The only thing that you can edit and save is the content of the "Modification package" tab of the object metadata.

Best regards,

Oscar

Oscar Dylan,

Hello Oscar,

I apologize for disturbing you.

I was trying to access the orderpage by the order object... mistake.

Novice i am.

Have a nice day and thank you again

Best regards,

Nicolas