7.16 | Community Creatio

19:48 Nov 04, 2020

Hi,

In the opportunity section, the customer field allows the choice between contact or company
Is it possible to show only the account?

I saw the code to manage the multilookup in the BaseOpportunityPage, 
but I don't know if it is possible to customize it.

2 comments

Bogdan Spasibov

13:32 Nov 05, 2020

Hello Stefano,

Please check this Community Post. It contains the same implementation request and the solution.

Best regards,

Bogdan

Stefano Bassoli

13:41 Nov 05, 2020

It works!!

Thank you very much

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7.16

Service_Creatio

Getting error while using ReportService to generate a report in pdf format

Akshit

19:35 Nov 04, 2020

Hi community,

I am using ReportService to generate a report in pdf format Below is my script

when I set ConvertToPdf = true it shows the below error to me

I am sure below is the service method I am calling.

I have to do this urgently, please suggest me some solution for this.

Many Thanks.

Akshit.

4 comments

Bogdan Spasibov

11:34 Nov 05, 2020

Hello Akshit,

Can you please specify the version of your application? Also, can you check if you have Aspose package installed in the website configuration?

If the package is not installed, you can use this Marketplace app to achieve your goal.

Best regards,

Bogdan S.

Akshit

12:01 Nov 05, 2020

Hi Bogdan ,

We are using version 7.16, we don't have the Aspose package installed on our application.

I can install Aspose package but my concern is I don't want to pay for this functionality, but If I am not wrong Aspose service is not free.

Is there any alternative solution or am I wrong about this Aspose feature

Many Thanks,

Akshit.

Bogdan Spasibov

13:26 Nov 05, 2020

Akshit,

Yes, you can also achieve it by means of FastReports.

Please check the instruction on our Academy.

Best regards,

Bogdan

luis.goncalves@imdigital.pt

18:18 Nov 16, 2020

Bogdan Spasibov,

FastReports and Aspose is not the answer for a functionality that was before available on Creatio. In every project is a must have feature.

https://community.creatio.com/questions/convert-pdf

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7.16

Financial_Services_Creatio_customer_journey_edition

Custom Reminder notification

Indira

14:09 Nov 04, 2020

Hi,

I have a field Remider2 on the Activity [General information Tab].Based on the reminder2 value i need to send the reminder to the owner.

i have referred article in academy ,but couldn't follow the approach

https://academy.creatio.com/docs/developer/front-end_development/333/34…

Could someone help me with the custom reminder in detailed.

Thankyou in advance!!!

1 comments

Bogdan Spasibov

13:23 Nov 05, 2020

Hello Indira,

Do you have any particular place in the instruction that doesn't work for you or probably you can post the error you receive?

Best regards,

Bogdan

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Sales_Creatio_enterprise_edition

Which type of data should I use for my parameter in my process for this type of collection?

Pedro Pinheiro

13:03 Nov 04, 2020

Hi Community,

I have this situation where I need to excute some process through client side. While executing this process I want to pass a collection of ids to one of the process parameters. These ids are the Quotes that I multi-selected in the image bellow.

Pressing the "Merge Quote" button will execute the following code.

This code will create a new collection with all the ids selected before and send them to my process. The next image shows the collection created.

I want to know which type of data should I use for my parameter in my process for this type of collection, where can I learn more about these types of collections and its methods and how can I access its values with the various process tasks?

For tests purposes I want to display one of the ids using a "Open Popup Window".

Thanks in Advance.

Best Regards,

Pedro Pinheiro.

1 comments

Bogdan Spasibov

20:04 Nov 04, 2020

Hello Pedro,

Creatio works with collections if it's needed to process such data but not to display it. You can pass items to sub_process or web_service elements or perform some script_task over it. Please refer to https://academy.creatio.com/docs/user/bpm_tools/business_process_setup/process_collections where this process is described.

In case if you want to work with the result of your script that returns a collection as described in your example, you need to write it in a text string with ";" separator for Id's and then - split it on the next step to parse Id's and reflect them where you want.

Best regards,

Bogdan

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Facebook Integration

7.16

Studio_Creatio_enterprise_edition

How to integrate facebook lead generation page with creatio?

KrishnaPrasad

10:05 Nov 03, 2020

How to integrate facebook lead generation page with creatio? I tried to check in academy; couldn't find the relevant documentation.

1 comments

Olga Avis

13:09 Nov 05, 2020

Hello!

The integration with Facebook lead generation forms has been added to the [Landing and Web Forms] section. Please note, this functionality requires the Identity Server system setting to be filled in (the required value can be requested from the Support team).

You need to specify the domain of the Creatio website in a Facebook interface to start working with Facebook lead generation option.

To start the process of leads creation you should:

1) Authorize the Creatio application on Facebook side and delegate the application's rights to work with Facebook business pages.

2) Set up the correspondence of the landing page in Creatio application with the form on Facebook side for receiving leads.

All data filled in Facebook landing form will be sent to Creatio as leads records within 1-2 minutes.

Furthermore, you can:

1) Disable the process of leads registration for the landing page.

2) Remove social media pages and Creatio authorization from Creatio application.

Please, let us know in case any further information is required.

Best regards,

Olga.

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09:08 Nov 03, 2020

Hello,

I have button to set some data in one field. this field is empty before button click, so it is hidden on record page. after button click when I set data to this field, I want to show this field immediately.

How can I reload record page?

4 comments

Best reply

Bogdan Spasibov

20:28 Nov 03, 2020

Hello Luka,

To solve your business task you need to add visible value to the field and bind it to the method:

"visible": {"bindTo": "visibleMethodName"}
and create an attribute 
"hideFieldAttribute": {
        "dataValueType": Terrasoft.DataValueType.BOOLEAN,
        "value": true
      },

This method will be triggered by a button click and should set an attribute:

buttonAction: function() {
        this.set("hideFieldAttribute", false);
      },

This method is bound to the visible property of the field:

 visibleMethodName: function() {
        var result = this.get("hideFieldAttribute");
        return result;
      },

Please let us know if it helps!

Best regards,

Bogdan S.

Oleg Drobina

09:43 Nov 03, 2020

Hello Luka,

Have you tried calling the this.reloadEntity(); method on custom button click? What was the result?

Best regards,

Oscar

Luka Grdzelishvili

09:50 Nov 03, 2020

reloadEntity is for web app. in mobile app, record instance doesn't have reloadEntity :(

Bogdan Spasibov

20:28 Nov 03, 2020

Hello Luka,

To solve your business task you need to add visible value to the field and bind it to the method:

"visible": {"bindTo": "visibleMethodName"}
and create an attribute 
"hideFieldAttribute": {
        "dataValueType": Terrasoft.DataValueType.BOOLEAN,
        "value": true
      },

This method will be triggered by a button click and should set an attribute:

buttonAction: function() {
        this.set("hideFieldAttribute", false);
      },

This method is bound to the visible property of the field:

 visibleMethodName: function() {
        var result = this.get("hideFieldAttribute");
        return result;
      },

Please let us know if it helps!

Best regards,

Bogdan S.

Luka Grdzelishvili

22:32 Nov 03, 2020

I resolved it, using business rule. Thanks a lot, you gave me good point.

record.changeProperty("UsrGeneralAgreementUrl", {
    hidden: false
});

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Override initializeView function

Luka Grdzelishvili

08:54 Nov 03, 2020

Hello,

I want to override initializeView or pageLoadComplete in mobile app. I have to do some changes before page load completes.

on web app I override onEntityInitialized function and I can do things there.

How can I override functions in mobile app?

3 comments

Bogdan Spasibov

20:22 Nov 03, 2020

Hello Luka,

If you need to perform any actions on the mobile before the page is loaded, you can use business rules functionality for that. Please check this Academy Article.

Best regards,

Bogdan S.

Luka Grdzelishvili

21:37 Nov 03, 2020

Bogdan Spasibov,

Yes, I have business rule and I am setting new value of empty field using it. Because of this field is empty, it is hidden on record page and after business rule sets value, it is stays hidden.

But, when I select another contact and then select updated contact again, it shows updated field.

Picture 1 . Updated, but didn't change focus

Picture 2, Changed focus and returned to previously selected contact

Now this Field 'UsrGeneralAgreementId' is visible with its data.

Luka Grdzelishvili

22:35 Nov 03, 2020

I couldn't override initializeView function, but resolved it using business rule and resolved field visibility problem using changeProperty function.

record.changeProperty("UsrGeneralAgreementUrl", {
    hidden: false
});

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Fetch data of details attached with records into FastReport Designer

Braj Raj singh Kushwaha

06:38 Nov 03, 2020

Hi Team,

I have a requirement to get data of details attached with a record into fast report designer to generate PDF.

we referred academy but data only from the section was fetched can some please help me to achieve this functionality any other workaround will appreciated.

https://academy.creatio.com/documents/technic-sdk/7-15/setting-reports-…

Above article that I used to achieve this funtionality

Thank you

3 comments

Oleg Drobina

17:10 Nov 04, 2020

Hello,

I've attached the example of provider schema as a .md file as well as the raw text file with code and report template. In the example the report takes ContactAnniversary detail in Contacts. Here is the report setup:

http://ftp.creatio.com/support/downloads/SR-0937017/Files.rar

{
    "ProviderName": "ContactAnniversariesReportDataProvider",
    "Schemas": {
        "Contact": {
            "Id": {
                "DataValueType": 0
            },
            "Name": {
                "DataValueType": 1
            },
            "Phone": {
                "DataValueType": 1
            },
            "HomePhone": {
                "DataValueType": 1
            },
            "MobilePhone": {
                "DataValueType": 1
            },
            "OwnerName": {
                "DataValueType": 1
            }
        },
        "ContactAnniversary": {
            "ContactId": {
                "DataValueType": 10,
                "ReferenceSchemaName": "Contact",
                "ReferenceColumnName": "Id"
            },
            "TypeName": {
                "DataValueType": 1
            },
            "Date": {
                "DataValueType": 8
            }
        }
    }
}

Best regards,

Oscar

Julio.Falcon_Nodos

23:31 Feb 25, 2021

Hi Oscar, I cannot import the md file, I'm getting an error regarding the package: "Unable to save changes for item "Custom". It is either created by third-party publisher or installed from the file archive", how can I import it?

Oleg Drobina

10:27 Feb 26, 2021

Julio.Falcon_Nodos,

Hello,

It's because starting from 7.16.1 this schema was added out-of-the-box and can be found in the "FastReport" package: