I am using Data binding tool for column set up of a custom detail. When trying to bind the column setup using "Bind Column Setup" option available in the custom detail options, I am getting the an error saying "No data was found for the specified keys". 

 

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Dear Creatio Team, could you please update us on this on priority pls!

I have the same issue, unfortunately

Dear DhariniS,

 

Could you please specify the Creatio product, the version, and the add-on installation date to reproduce the issue.

 

Thank you!

Svetlana Kobizka,

Details below,

 

Creatio Product and version - 7.16.3.1473_CustomerCenter_Softkey_MSSQL_ENU

 

 

Add-on installation details -

Data binding tool for Creatio - Dev Labs 

Install date - 10/16/2020

Dear DhariniS,

 

The add-on enables binding the list setup saved for all users, and not for specific ones. You might have added a new detail, saved the list setup for a specific user, and tried to bind this column setup.

 

To resolve the issue, save a list setup for all users and bind it again.

 

This message is a system one, that is why we cannot make it more informative. We have added the corresponding info on the "Installation and setup" tab on the add-on page.

 

Hope this helps.

Svetlana Kobizka,

This binding is done as Supervisor user and not for any specific user. When I tried to bind the OOTB details' column setup from Supervisor like "History", "Calls" etc, I am still getting the same error. Ideally the column set up for OOTB detail should get bound.

Hi DhariniS,

 

You can save the column setup for all users by pressing the 'Save for all users' button (see the picture below):

 

Note that your account itself does not have any influence on the parameters of saving the column setup (whether it will apply to the current user/or to all users).

 

Thank you.

Svetlana Kobizka,

When we install the creatio package in client environment, we want to have this column setup bound and transferred along with the package. How do we achieve this?

current scenario is: As the binding tool throws error, we are not able to take the columns set up along with the package.

Hi DhariniS,

 

To achieve your goal, perform the following steps :

 

1. Open the 'Columns setup' option of the required detail -> set up the list of columns -> save the changes by clicking 'Save for all users';

2. Save the list setup using the 'Data binding tool' add-on.

 

Hope this helps.

Svetlana Kobizka,

Thank you! It worked as expected.

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Dear,

When i try to add a specific email address, the system return me the following error:

"This account allready exist. Modifiy email address and try again".

But the email address is not in the list, may be it has been added and delete next, but the email address is not in the creatio email list anymore.

How can i solve this issue please,

Thanks,

Nicolas

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Hello Nicolas,

 

Hope you're doing well.

 

If you are trying to add a new mailbox to the system and you have received the notification which you have mentioned before, it can mean that possibly the other user has already added this email to the system under its own profile. You can check the absence of the needed email by running the next query in your DB:

 

select * from MailboxSyncSettings

 

This query will show you the list of the already connected mailboxes. There you also can check who is the owner of the mailbox by the "SysAdminUnitId" column via the next query:

 

select * from SysAdminUnit where Id='SysAdminUnitId_value_for_the_needed_record'

 

In case when the needed mailbox was already added by other user, you can ask this user to set the shared mailbox (more information about this you can find in this article) if it fits your business tasks or log in under this user and delete the mailbox.

 

Also, you can delete the mailbox from the database using SQL Studio if the instance is on-site or by using SQL Executor if it is a cloud environment. At the same time we do not recommend to delete mailboxes from the application using other way than standard delete procedure from system user profile.

 

Best regards,

Roman

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Hello community,

 

We have specific customization requirements around the Calendar view in the activities section. Request your help around feasibility and how to implement these - 

  1. Force a 1 Hr view in the calendar - Disable 5, 10, 15 and 30 min views.
  2. Permit only 1 activity addition per slot. ie User should be prevented from entering 2 activities in the same time slot (I am aware of a few reactive ways to prevent this - Like Have a Business process which monitors). Are there any pro-active ways to disable this either via configuration or code?
  3. Prevent selection of multiple slots ie Users should not be able to drag the selection and choose 3 Pm to 6 Pm. They should only be able to select 3 - 4 Pm or 4 - 5 Pm in 1 Hr slot increments.
  4. Change working week to - Monday to Sunday (Instead of default Sunday to Saturday).
  5. Make all past (Anything lesser than current datetime) activities as read-only by default. These are a few ways to do this like have a constantly running Business process which monitors and does this change. I am looking for a more elegant and cleaner way.
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Dear Shrikanth,

  1. Should be an easy task, since the activity periods are mini page fields you can just add filters to them. 
  2. You can create the process in object for OnSave method that will check activities for the user and forbid the creation of record if the slot is not empty. 
  3. For this task it will be easier to completely replace activity mini page and add your own fields. 
  4. Check Calendar lookup, it has information about workweek. 
  5. A process on an object like OnEntitiyInitialize should work perfectly. It will deactivate record when the user opens it.

Best regards,

Angela

Hi Angela , 

Regarding point no 4 . I have changed the workweek settings as attached and still the view didnt change , Any Idea ?

Hello Sethuraghav,

 

Unfortunately, there are no basic tools to set up Monday as the first day of a week in the system.  The week settings in the quick filter by time period now take into account the localization selected in the user profile. For example, if English localization is selected in the profile, weeks start with Sunday.

 

However, our R&D team has already task to implement this feature as a basic one in further releases. 

 

Best regards, 

Olga. 

Is there a way to add another calendar view? and not change the existing one?

Olga Avis, Any updates on this note? 

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Which C# data type (decimal, double, etc) should I use in a script task "Get("ProcessParameter")" for decimal process parameters?

 

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Hi Ricardo

You should use System.decimal C# type.

And it's a C# structure in .NET and .NET Core.

https://docs.microsoft.com/en-us/dotnet/api/system.decimal?view=netcore…

 

Thank you

Mohamed

 

Hi Ricardo, 

 

Indeed, you can use System decimal C# type as Mohamed mentioned above. However, in case of any difficulties, please try the standard int datatype.

 

Regards, 

Anastasiia

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Hi,

I would like to add the payment status data within the Financial Indicators tab of the Project detail pages. This will allow our team to easily see information that can help them determine correct responses.

The Opportunity is connected to a Project and the Order, but when I add a 'New Detail' to the Financial Indicators with the following settings, I get no output:

  • Detail - Orders
  • Detail Column - Opportunities
  • Object Column - ID

I have tried other variations, but so far no output. I would be thankful for any guidance on how I can show the following information on this Financial Indicators tab:

Order Number       Payment Status

 

thanks

 

Mark

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Dear Mark,

 

Detail setup has the following logic: 

"Detail" is the name of the detail in the system.

"Caption on the page" is how it will be named on the page.

"Detail column" is an object in your detail that is equal to the current record. If you are adding Contact detail to accounts then you select Account as detail column since each contact has an account and you will see all contacts with Account = Current record when you open this detail. 

"Object column" is a column that specifies what will be shown in detail. Usually, it is ID of the connected record. 

 

Try to apply similar logic to your architecture to see which field to use as "Detail column" - maybe it is missing in the object? 

 

Best regards,

Angela

Hi Angela

 

Thanks for your reply. I have not been able to identify the correct combination to use so far.

 

As the Order is not directly connected to a Project, instead each are connected to the same Opportunity, I concentrated on trying both of these as the Detail, but no success so far.

 

thanks

 

Mark

Mark Roberts,

Then you need to check that records added to detail have needed columns. So that when you add a new record into detail Project, the project must have the same opportunity as in Order. Thy to add Opportunity field in detail to track if is added or not. 

 

Best regards,

Angela

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Hi Community,

 

we have this situation, where we need to classify each row of our attachments detail with a lookup value that we have created previously.

 

For example, in our custom object Quote we have an Attachment detail that receives two types of Attachments one called "Proposta" and the other called "Orçamento".

 

The following screenshot shows the LinkPageV2 with the lookup we have created.

 

In order to implement this we've created two replacing objects, one for the object File with the lookup field we've created previously and the other QuoteFile that calls this "new version" of our File, as you can see in the screenshot bellow.

 

We want to know if this is the correct way to add a new field in the object responsible for the Quote Attachments.

 

After we implemented this field, we need the user to classify each of the added attachments in the detail. So we tried to add on our Attachment detail an editable list like this https://academy.creatio.com/documents/technic-sdk/7-16/adding-detail-ed…, but the logic we did cannot find the columns of our detail. Any idea on how to achieve this, create a editable list for the attachments detail?

 

Thanks in Advance.

 

Best Regards,

Pedro Pinheiro

 

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Dear Pedro,

 

1) I am not sure why you needed 2 different objects there - you could just use File object created by the system and add new lookups in in

2) If you have more than 1 attachments detail in the page system will not work as expected as currently 2 same details on one page are not supported. Try to remove extra detail. 

 

Best regards,

Angela

Hi Angela Reyes,

 

I did what you've said in 1) and 2), now I have one replacing object for "QuoteFile" and one attachment detail inside the page. Both solutions fixed part of the problems but I'm getting this new error when I tried to edit the line in my detail.

 

This first screenshot shows the editable list that I added in the attachments detail, as you can see the buttons are not appearing in the blue rectangle.

 

The screenshot bellow shows the errors that I'm getting when I try to edit one of the fields in the editable list.

 

To implement the editable list in my "FileDetailV2" I simply follow this guide https://academy.creatio.com/documents/technic-sdk/7-16/adding-detail-ed….

 

Any idea on how to fix this errors that are appearing now?

 

Thanks in advance.

 

Best Regards,

Pedro Pinheiro

 

Pedro Pinheiro,

It is hard to locate the source of the issue without debugging. Try to debug this code to find what property system cannot find and where it is expecting it to determine what causes the error. 

 

Best regards,

Angela

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Hi all,

      I have followed this article https://academy.creatio.com/documents/technic-sdk/7-16/adding-detail-ed… to create a editable list. But I want it comes back to normal with specific master field value (for example: master.status = done), how can I do this?

Thanks

Toan

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Dear Toan, 



Can you please clarify what do you mean exactly under "master field value"?



Kind regards,

Roman

Roman Brown,

For example: I have "Order" and "Product Items". "Order" is the master with status: "New", "Processed". "Product Items" are details of "Order" with relationship by "OrderId". When "Order" is new, user can edit its product items, i.e: price, quantity... But, when "Order" is processed, user can't do anything in that details.

Thanks

Toàn

Toan Mai,

 

You need to bind these two methods to your detail schema and add additional check of the "Order status" column value in the detail (via ESQ for example):

generateActiveRowControlsConfig: function(id, columnsConfig, rowConfig) {
        		this.changeLockStatus();
        		this.columnsConfig = columnsConfig;
                var gridLayoutItems = [];
                var currentColumnIndex = 0;
                this.Terrasoft.each(columnsConfig, function(columnConfig) {
                    var columnName = columnConfig.key[0].name.bindTo;
                    var column = this.getColumnByColumnName(columnName);
                    var cellConfig = column ? this.getCellControlsConfig(column)
                        : this.getNotFoundCellControlsConfig(columnName);
                    cellConfig = this.Ext.apply({
                        layout: {
                            colSpan: columnConfig.cols,
                            column: currentColumnIndex,
                            row: 0,
                            rowSpan: 1
                        }
                    }, cellConfig);
                    cellConfig.enabled = this.isEditableColumn(columnName);
 
                    if (!cellConfig.hasOwnProperty("isNotFound")) {
                        gridLayoutItems.push(cellConfig);
                    }
                    currentColumnIndex += columnConfig.cols;
                }, this);
                var gridData = this.getGridData();
                var activeRow = gridData.get(id);
                var rowClass = {prototype: activeRow};
                BusinessRulesApplier.applyRules(rowClass, gridLayoutItems);
                var viewGenerator = this.Ext.create("Terrasoft.ViewGenerator");
                viewGenerator.viewModelClass = this;
                var gridLayoutConfig = viewGenerator.generateGridLayout({
                    name: this.name,
                    items: gridLayoutItems
                });
                rowConfig.push(gridLayoutConfig);
            },
            isEditableColumn: function (columnName) {
                    return (columnName === "");
                }

As a result once the generateActiveRowControlsConfig method is called it calls the isEditableColumn method and locks all the columns except of those specified in the isEditableColumn method.

 

Best regards,

Oscar

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Hi All,

 

I have attached the web-Link of the Pre-Configuration page in the email body. Able to get the desired link on the page.

I am able to open the Pre-Configuration page successfully on clicking it from the Business Process Task in Communication panel window.





 

When I tried to access the link, or tried to open the same url in another tab the page is not rendering and throws an error,





Any idea or solution over this!



Regards,

Adharsh S

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Hi Adharsh,

 

Can you please give some more screenshot how do you open the page through the email body?

 

Thank you.

 

Regards,

Dean

Dean Parrett,



I got a mail containing weblink of the Pre-Configuration page,







On clicking of the link the page dosen't render and throws an error stating that,







When I am trying to open this page from Business Process Task Notification panel it renders properly , both the URL are similar one.



Also, found a difference with version in 7.14 - The pre-configuration page renders with its own page name, 

Eg : 

http://localhost:86/0/Nui/ViewModule.aspx#ProcessCardModuleV2/UsrClientUnit1/add/ab8c2a64-22f8-41e3-97b0-16782351ba54



where, UsrClientUnit1 is the name of the Pre-Configuration page.



But in version 7.16, - The pre-configuration page gets rendered from the base page where we are tring to open it,







You can see the preconfiguration page renders from the basepage url from which I am accessing it.





Regards,

Adharsh S

 

Hi Adharsh,

 

It seems like the url to the page is not correct that is why you get the error. Could you please explain how do you get this url http://localhost:86/0/Nui/ViewModule.aspx#ProcessCardModuleV2/UsrClientUnit1/add/ab8c2a64-22f8-41e3-97b0-16782351ba54 ?

Thank you.

 

Regards,

Dean

Dean Parrett,

No, I have checked with the URL, it's correct.

I am able to get the Url on when the Preconfiguration page opens.

(Note: This Url I could see when I tried in Version 7.14.0.597, not in 7.16)



I have attached a image for your reference :







You can find the URL of the Pre Configuration.



Regards,

Adharsh S 

Hi Adharsh,

 

Thanks for clarification. 

There is no option to get the url of the preconfigured page anymore due to the error we had in earlier versions. The new versions do not generate the url on purpose to prevent the pages from being opened in different browser window as there users would get this error.

 

Regards,

Dean 

Dean Parrett,

Thanks for the confirmation.

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Hi- 

How would I go about creating a business rule that does not allow users to save a certain email domain as an email address for a contact? 

For example- I don't want any emails that are for domain "ABC.com" 

Can I make a business rule that will not let them save that?

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Dear Heather,

 

To set up validation for email you can use Email address mask system setting - feel free to adjust the RegExp upon your needs.

 

Best regards,

Angela

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Hello Community!



We use a Creatio Service enterprise on-premises installation. I have a requirement where an external system needs to integrate with the Creatio server via web socket. Few questions below in this regard - 

  1. I am aware that there is an out-of-the-box WebSocket exposed by the Creatio Server which is used to send messages (Notifications, Telephone related etc) to the Creatio Client. Can an external system connect to this WebSocket? If Yes, How does one listen for new messages sent to this socket? 
  2. Can we expose another Web Socket on a different port on the Creatio server side and use it to receive connections form external systems? If Yes, How? Anything that we need to keep in mind from a security or performance perspective? Are there any additional configuration/setup related steps needed to enable this?

Thanks in advance

Shrikanth

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Hello Shrikanth,

 

Our core R&D team has a task to create an SDK for WebSocket connection and this task is in the accepted status so it is planned to create a separate SDK in one of the nearest releases. As for now all available methods that can be called for WebSocket connection are stored in the MsgChannelUtilities module and in case you need to integrate the Creatio app with a 3rd party service via WebSocket you need to use methods stored there. Unfortunately we have no practical examples of WebSocket integration with 3rd party services and you need to analyze the MsgChannelUtilities module directly.

 

Best regards,

Oscar

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