We  have created a process that is triggered when a Lead is saved, and it updates some columns in the just-saved lead. 

Is it possible to force lead edit page refresh after save ?

If it is not possible, an alternative could also be to force return to the section page.

Like 0

Like

2 comments

Hi Community,

I need to hide the Export to Excel option for Details present on the record edit page for all users except for Specific users like Supervisor.

However I have asked this question earlier and Ryan has replied to that and that works fine as well. But now the situation is that this is to be done for specific users.

https://community.creatio.com/questions/how-hide-standard-actions-details-record-edit-page

Please tell me how to achieve this functionality

Many Thanks!

Akshit.

Like 0

Like

2 comments

Hello Akshit,

To hide for specific users only, you can add something like the following to the detail schema's methods:

getExportToExcelMenuVisibility...

MoreLess

Show all comments (1)

Hi Community,

I need to hide the Export to Excel option for Details present in record edit page.

Like in the above screenshot, Previous PO/WO for the selected Project Details There is and option for Export to Excel & Data Import which I need to hide.

I have got this article : https://community.creatio.com/questions/how-hide-or-remove-actions-section

and it's working fine on sections.

Please tell me how to approach it!

Many Thanks,

Akshit.

Like 0

Like

8 comments

Hello Akshit,

You can add the following to the methods of the detail schema:

getExportToExcelFileMenuItem: Terrasoft.emptyFn,
getDataImportMenuItem...

MoreLess

Show all comments (7)

Hello,

How can cache the lookups to the device in order to view them in offline mode for mobile app?

Thank you.

Maher.

Like 0

Like

3 comments

Hello Maher,

Once you sync the mobile app with the main app all lookup values are being saved in the cache of the mobile app and will be available...MoreLess

Show all comments (2)

Hello colleagues

We install https://marketplace.creatio.com/template/marketing-record-types-timeline today and after it get NOTHING on Timeline tab, please see at https://prnt.sc/vojm67

I uninstall the package and continue having no Timeline content, please your help. I also close the session, clear cache, but nothing, no Timeline ☹

How can I restore my Timeline content?

Thanks in advance

Like 0

Like

4 comments

Hi Julio,

I've not used that marketplace add-on, so only guessing, but since the UI isn't even loading on the timeline tab, I would assume there...MoreLess

Show all comments (3)

do u know if there is a func in Creatio where dynamic fields can show up on page , let's say if I enter number 3 , 6 text fields should show to be filled mandatory .  and If I enter 2 , 4 fields to show up . and if I enter 1 , only 2 fields will show up . 

Like 0

Like

3 comments

Dear Shailey,

You can add several business rules that will show fields on the page according to the value within the field. Amount of rule...MoreLess

Show all comments (2)

Hi Community,

I am trying to update the fields for my section called payment request. Please see the code below 

this.showInformatinDialog(result.success + "\n" + result.message); // for checking the status of update query execution

I am getting false for result.success. Please see the below screenshot.

I wrote the same code for other sections and it working fine for all other sections.

Please help me with this.

Many Thank.

Akshit.

Like 0

Like

2 comments

First, I believe that the response includes response.errorInfo which you can check for any error messages. Second, if you look in the browser...MoreLess

Show all comments (1)

Hello,

I need to change the Activity calendar display so that the calendar entry shows me additional information in the description of the activity. Also I am looking for a way to change the color of the calendar entry based on some conditions. Which modules should I look for to be able to customize these features?

Like 0

Like

1 comments

Hello Allen,

Hope you're doing well.

The next Community posts can help you to reach your business tasks if I understood it correctly:

Show all comments

Hi All,

 

I have a use case to display a field containing values updating dynamically by querying the data from another table. And display the data in the calendar section page container similar to setup up the summary calculation.

 





Similar to the below image which shows total number o...MoreLess

Like 0

Like

3 comments

Hello Adharsh,

You need to add label control element to "SeparateModeActionButtonsRightContainer" container in ActivitySectionV2 ...MoreLess

Show all comments (2)

HI team,

I want to filter the Action option based on 3 conditions and I implemented it on the trial instance, it was working as expected using the below code.

But when we moved it to the Local Development environment then we are not getting the desired output 

when I checked we are getting...MoreLess

Like 1

Like

2 comments
Best reply

The difference between your trial and your local instance (and why it isn't working in your local instance) is likely because of a difference...MoreLess

Show all comments (1)