Hello Mark,

For your goal you can use next trigger signal:

This start signal will be triggered by any email realted to the existing case (in our example it will work for incoming and ourgoing emails, but you can change it by selecting the needed value for Message type).

If you want to tigger new cases (which were just created by incoming emails) you need to choose 'Record added' option for "Which event should trigger the signal" fieild.

Best regards,

Roman

Hey Mark , In the detail page of the details you want  , add the accounts lookup and associate it on accounts page using the account lookup and Id. 

Hi Shailey

Thanks for your reply, but I am not following sorry.

When editing the page and tab and adding a 'New Detail' I cannot get the Account option in those expected to allow the connection to these data fields to be available and display data:

Would you be so kind and expand on your guidance, so I can follow and apply to our installation please.

Many thanks

Mark

Hello Mark,

As was mentioned by Shailey, at first you need to add the detail and after that set the detail page up to have the connection/lookups between needed sections of the system (like Accounts and Orders). For that you need to open the Section wizard in the Account section and create the detail in the appropriate tab (or create new one):

After that you should open any record in Account section and go to the seetings of just created detail:

In the detail settings window you can open the Detail Page and add needed lookups:

After configuration is set, don't forget to save changes. Then you need to open Account record and set the needed columns for the detail (use Column setup):

Order, Order Date (Date), Qty Price (Product in order (by column Order) - Quantity), Sold (Total, base currency).

As far as there is no strict connection between Account and Products (any account can have any products and different types of product), there is no possibility to show the Product name in the new created detail. That's why we can suggest to open the order and check the connected products there.

 

Best regards, 

Roman

Dear Akshit, 

Everything seems to be correct with the code itself. I tried a very similar code with the OOB tables and it returned correct result: 

public void Execute(UserConnection userConnection)
        {
            var result = "";
            var sel = new Select(userConnection)
                    .Column(Func.Sum("Order", "Amount")).As("OrderAmount")
                .From("Order")
                .Where("AccountId").IsEqual(new Select(userConnection)
                                                .Column("Id")
                                                .From("Account")
                                                .Where("Name").IsEqual(Column.Parameter("Accom (sample)")))
                                   .And("StatusId").IsNotEqual(new Select(userConnection)
                                                .Column("Id")
                                                .From("OrderStatus")
                                                .Where("Name").IsEqual(Column.Parameter("2. Confirmation")))
                 as Select;
            result = sel.ExecuteScalar<int>().ToString();
            Console.WriteLine(result);
        }

You get 0 most likely because no records match the filter. Please run this query in SQL (SQL executor if your instance is in the cloud) and check what result you get.  

Best regards, 

Dennis 

Hey Brynn, Currently  one trigger email can be associated with one campaign , If you wish to use the same email , I recommend , using 'Copy' and name it according to your choice and then you can use it for a new campaign. 

Hi Harvey, 



Unfortunately, it is not possible to implement such behavior using out-of-the-box functionality.



But it is possible to do it with the help of additional development

which will perform the page validation to check if here's a file attached.



Thank you!



 

Bohdan Zdor,

Do you have an example of how this might be done so that it integrates nicely with how Case Management works out of the box? i.e. disabling clicking on a subsequent step unless a certain data condition is true? The simplest way I can think to implement this would be to have validation on the save event, but this would still allow the user to click on the subsequent stage but just fail to save, which isn't a great user experience.

Thanks,

Harvey

Harvey Adcock,

 

Such integration is possible in theory, but we did not face such integration before. You can only operate with the information which is available on the Academy.



Thank you.

Hello!

The analytics setup can be performed by integrating Creatio with MS Power BI. 

The way of integration depends on the integration mechanism on the Power BI side: it can be direct access to the MSSQL database (if the system is deployed locally) or access to data via OData.

Here is the instruction on how to integrate Creatio system with external services on the Academy: https://academy.creatio.com/documents/technic-sdkmp/7-16/integration-cr…

Best regards, 

Olga. 

Hi Olga Avis,



I do not want to run reports on Power BI with data from the Creatio database (Which is the use case you have suggested solutions for). 



We have a few Power BI reports which are irrelevant to Creatio's data. But some users on Creatio will need access to these Power BI reports inside Creatio. We would like to explore if we can embed those Power BI reports inside Creatio. 

M Shrikanth,

Hi there!

what you need to do in this case: 

go to dashboards in your system, add new with type web page

and then in your power bi find the link to web (Publish to web) and insert it into Creatio

AnaM,

Thank you Ana. This should help me!

AnaM,

Hello!

We want to configure pass-through authorization for the customer's resource (the application is deployed on-site on the customer's server).

Could you tell me: do we need some additional authorization data to view Power BI reports (and is it necessary to store this data in Creatio in syssettings, for example) or will all users of the System have access to report by default?

Thanks in advance!

Анисимов Кирилл,

Hi, 



Creatio uses oData3 protocol to connect to Power BI. Also, there's nothing to be modified in Creatio's system settings.

You can possibly find the needed information in the next Community post



Thank you for choosing Creatio!

Анисимов Кирилл,

Hi,

Just reaching out to see if you were able to figure this out? We have a similar use case and are looking at embedding Power Bi report in creatio and need some guidance on license requirement. Does each user need to have Power Bi Pro license to view the report?

Hello!

Please note that Power Bi it is a free product, so the only one thing that you need to view the reports is to have at least 1 active product license.

Hello!

In Freedom UI, there is no option to add a 'Web page' type of dashboard. What is the way to embed a Power BI report in Freedom UI?

Dear Ricardo,

In order to use the static “Math” class in C# code you should add the “System” namespace to the file:

using System;

If the issue still exists, please provide us with a source code of the module and the error message. It will help us to analyze the issue in more details.

Additionally, please find more information about the “Math” class in the article by the link below:

https://docs.microsoft.com/en-us/dotnet/api/system.math?view=netcore-3.1

Best regards,

Norton

Norton Lingard,

Thanks for your prompt reply.

the code follows.

Where exactly in the code should I insert "using System; " ?

+++++++++++++++++++++++

define("FinJournal1Page", [], function() {

    return {

        entitySchemaName: "FinJournal",

        attributes: {

            "FinJrnNetAmount": {

                dataValueType: Terrasoft.DataValueType.FLOAT,

                dependencies: [

                    {

                        columns: ["FinJrnAmount"],

                        methodName: "calculateNetValue"

                    }

                ]

            }

        },

        modules: /**SCHEMA_MODULES*/{}/**SCHEMA_MODULES*/,

        details: /**SCHEMA_DETAILS*/{

            ...

        }/**SCHEMA_DETAILS*/,

        businessRules: /**SCHEMA_BUSINESS_RULES*/{

            ... 

        }/**SCHEMA_BUSINESS_RULES*/,

        methods: {

            onEntityInitialized: function() {

                // Method parent implementation is called.

                    this.callParent(arguments);

                    this.calculateNetValue();

            },

                

                calculateNetValue: function() {

                //

                // MATH USE EXAMPLE

                //

                var amount = this.get("FinJrnAmount");

                if (!amount) {

                    amount = 0;

                }

                var absAmount = Math.Abs(amount) ;

                result = Math.Round(absAmount * 0.015, 2);

                this.set("FinJrnNetAmount", result);

            }

        },

        dataModels: /**SCHEMA_DATA_MODELS*/{}/**SCHEMA_DATA_MODELS*/,

        diff: /**SCHEMA_DIFF*/[

            ...

        ]/**SCHEMA_DIFF*/

    };

});

+++++++++++++++++++++++

Best Regards,

Dear Ricardo,

It is impossible to use C# code inside JS code. Please note that it exists similar “Math” object in JS language. Please find more information about it in the article by the link below:

https://developer.mozilla.org/en-US/docs/Web/JavaScript/Reference/Global_Objects/Math

 Best regards,

Norton

Working fine now . Thanks

Hello Ricardo,

Please review this article https://academy.creatio.com/documents/technic-sdk/7-16/development-rules since it describes a complete development process with carrying changes from dev to prod. It is also a good idea to backup the production application database during maintenance hours for your prod so to be able to restore it from backup in case some data was lost accidentally.

Best regards,

Oscar

Oscar Dylan,

unfortunately we have less than 20 licenses, and hence we are not entitled to have a separate development system. I understand that we will have to work directly on the production instance, is it true ? 

Ricardo Bigio,

You can request an on-site application from Support and install Creatio on-premise. 

Best regards,

Angela

Hello Ricardo, 



Unfortunately, as it is stated in this academy article: https://academy.creatio.com/documents/technic-sdk/7-16/setting-reports-creatio

The following components are required:

1. Windows OS.
2. 64-bit Microsoft .Net Framework 4.7.2.

However, we will notify the responsible team so they will check the possibilities of adding or replacing this functionality in further releases so it will became available to work with on iOS. 



Kind regards,

Roman

See this article: 5 Ways to Run Windows Software on a Mac

Roman Brown,

 Would be nice as well some alternative for linux :)

Hello Toan, 

Thank you for your question!

Could you please clarify what exactly do you mean by "logged in user id" and describe your business task in detail?

Thank you in advance!

Olga. 

Hello Toan,



To get the logged-in user's Id in client page,

var userId = Terrasoft.SysValue.CURRENT_USER_CONTACT.value;

This gives you the Id value of the logged-in user.

I think this is what you are asking for.



Regards,

Adharsh S

Adharsh,

Thank you very much

Olga Avis,

Sometime, I want to use the logged user id as a param in my own service. For example, compare the selected user (in a edit page) with the logged user.

Toan Mai,

Thank you for the clarification! As we can see, the answer has been provided by Adharsh. Please, let us know in case any additional information is required. 

Best regards, 

Olga.