Hi all,

      How can I add custom buttons without break to layout like the screenshot? And I want add a group button like "Actions", but I dont know how to do that.

Thanks

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Hello Toan, 

 

Please, add the following code to diff (change parentName attribute):

 

{

        "operation": "insert",

        "name": "MyActionsButton",

        "parentName": "",

        "propertyName": "items",

        "values": {

          "itemType": Terrasoft.ViewItemType.BUTTON,

          "caption": {"bindTo": "Resources.Strings.MyActionsButtonCaption"},

          "classes": {

            "textClass": ["actions-button-margin-right"],

            "wrapperClass": ["actions-button-margin-right"]

          },

          "prepareMenu": {"bindTo": "prepareMyActionsButtonMenuItems"},

          "menu": {"items": {"bindTo": "MyActionsButtonMenuItems"}},

          "visible": {"bindTo": "MyActionsButtonButtonVisible"}

        }

      }

 

Add the following to attributes:

"MyActionsButtonMenuItems": {

        dataValueType: Terrasoft.DataValueType.COLLECTION

      },

Fill MyActionsButtonMenuItems collection with your items

 

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

 

Best regards, 

Olga. 

Olga Avis,

Thank you very much, it works well.

Toàn Mai

mariam moufaddal,

 

If we are talking about the base approval in the section (using Approvals detail that is created after enabling approvals in the section) - this is not an easy task at all and we don't have a ready solution for this, so you will need to create your own using the following scenario:

 

1) Check which request and to which service is sent when approving or rejecting a record and check which parameters are passed (there should be a parameter that stores a reference to the main record for the approval record)

2) Create a logic of calling the same service for all the records that are selected in the section and bind a click event for your custom action to this logic

 

Or you can create a separate hidden boolean field on the page called "Is approved" and create a logic of calling a business process that will automatically check or uncheck this column using ProcessModuleUtilities and modify data process element.

 

Best regards,

Oscar

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Hi All,

I've noticed something strange happening when notifications are created by a portal user and assigned to a Creatio user.

I've created a business Process, triggered when a lead is created in the Partner Portal by a Partner user. This process creates and assigns a notification to the partner manager. 

When a lead is created, the partner manager gets the indication he has a new notification, however when he checks the notification section no new notifications are present.

If the partner manager then triggers a process that creates a new notification assigned to itself (ex: Create Opportunity from Lead v7.8.0), a notification is created plus the previous expected notification is also shown.

Both notifications work fine and navigate to the correct record as expected. It feels like the issue is just with showing the notification. 

 

As anyone seen anything like it? 

 

Thanks,

Tiago

 

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How do you add a notification? Give the code or іschema process?

Hi Grigoriy, 

 

I created the following business process.

This process is triggered by a Portal user and creates a notification (step: Notify Partner Owner) assigned to the the partner owner, an internal user. 

I've copied the Step: notify Partner Owner from Business Process: Create Opportunity from Lead v7.8.0 > Step: Opportunity Notification. 

 

The Notification is created, just not shown until the Internal user triggers a process that creates a notification. 

 

 

 

Best regards,

Tiago

Tiago Carvalho,

Dear Tiago,

 

Can you please specify if the portal user can view notifications in notification panel? Or you expecting only popup?

 

Best regards,

Angela

Hi Angela,

 

The Portal user can't view notifications in the notification panel.

However the notification is addresses to the portal user manager (a company user) who can see the notifications. 

 

This user, see the warning that a there's a new notification. 

 

but when opening no new notification is shown. 

 

If this user triggers then triggers Business the Process: Create Opportunity from Lead v7.8.0. The process creates a new notification (Opportunities) and the previous hidden notifications are shown (Leads). 

 

I hope it makes sense.

 

Thanks,

Tiago

 

 

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When I try to implement esq and multiple filters, only last added filter will work. Rest will be kind of overrided by the next filter.

For example, If I use 3 filters - 


esq.filters.add(esqFirstFilter);
esq.filters.add(esqSecondFilter);
esq.filters.add(esqThirdFilter);

I am getting results on the basis of last filter.

If I use 2 filters - 

 

esq.filters.add(esqFirstFilter);
esq.filters.add(esqSecondFilter);

 

Then last filter esqSecondFilter will filter the records not the first one. And I need both filters.

Is there anything need to be added to this code snippet - before or after.

 

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Dear Ramnath,

 

In order to resolve the issue please use the following code for adding filters:

 

esq.filters.add("esqFirstFilter", esqFirstFilter);

esq.filters.add("esqSecondFilter", esqSecondFilter);

 

Please find more information about esq filters in the article by the link below:

 

https://academy.creatio.com/documents/technic-sdk/7-16/entityschemaquery-class-filters-handling

 

Best regards,

Norton

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Hello all,

Im working on a business process to send an email from in the document section, i want to include any attachment in the object to the email through the process. 

Any advise on which object i should pull the attachment from and whats the best way to do this is welcomed.

Thank you

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Hello,

 

You can use the object Document attachment to read attachments. The send element should be implemented in the business process using a script task element and creating a correct script for it. You can find an example of such task here: https://community.creatio.com/questions/add-orders-attachments-email

 

Best regards,

Angela

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Hi All,

 

I'm trying to add a new font to the text editor but without any success.  

I'm looking at System Settings CKEditor font list (and eventually at CKEditor default font).

I tried adding Calibri, Arial, Helvetica, sans-serif; to the system setting however it does not show in the list of fonts. 

Am I missing anything? 

Full value for CKEditor Font List: Arial/Arial, Helvetica, sans-serif;Comic Sans MS/Comic Sans MS, cursive;Courier New/Courier New, Courier, monospace;Georgia/Georgia, serif;Lucida Sans Unicode/Lucida Sans Unicode, Lucida Grande, sans-serif;Tahoma/Tahoma, Geneva, sans-serif;Times New Roman/Times New Roman, Times, serif;Trebuchet MS/Trebuchet MS, Helvetica, sans-serif;Verdana/Verdana, Geneva, sans-serif;Calibri, Arial, Helvetica, sans-serif;

 

Thanks,

Tiago

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Best reply

Hello Tiago,

 

There will be two ways to use the created template for regular (not bulk) email sending:

 

1) from the "Actions dashboard" of some section (in this case the template will be available under the actions dashboard for the section that is specified as a macro source in the template settings and this template won't be available in the CTI panel). In this case we can select another font and type text using another font:

and then select the "Default" font from the list:

and continue using the default font for this template (that is my custom Tangerine font that I used during the template creation).

 

2) from the CTI panel and the behavior here is the similar to the behavior of the editor in actions dashboard.

 

Please also note that once you select the default font the "Open Sans" font will be displayed. This is a bug that our R&D team is aware of and I will also ask them to review this bug so they could fix it in one of nearest releases. I will also ask them to create some logic that allows using custom fonts in the email editor from the actions dashboard and in the CTI panel. 

 

You can also select all the text in the editor bedore sending an email and choosing the default font for the text so to prevent situations of two different fonts in the email text appearing.

 

Best regards,

Oscar

Hello Tiago,

 

There is no way to add a custom font to the list of fonts that appear when creating an email from the CTI panel. However you can add a custom font to the list of fonts in the content designer (this functionality was implemented in the 7.16.0 version). Please review this article where the whole process of adding a custom font is described and you will be able to use custom fonts in the content designer.

 

Best regards,

Oscar

Hi Oscar, 

 

Thanks for the reply, 

I've followed the article and the font is available for selection in the content designer. 

However, if the user wants to make changes to the selected email template there's the risk of the email being sent with two different fonts.  Would there be any way of preventing this? 

It would be useful to have the two list in sync.

 

Thanks,

Tiago

 

 

Hello Tiago,

 

There will be two ways to use the created template for regular (not bulk) email sending:

 

1) from the "Actions dashboard" of some section (in this case the template will be available under the actions dashboard for the section that is specified as a macro source in the template settings and this template won't be available in the CTI panel). In this case we can select another font and type text using another font:

and then select the "Default" font from the list:

and continue using the default font for this template (that is my custom Tangerine font that I used during the template creation).

 

2) from the CTI panel and the behavior here is the similar to the behavior of the editor in actions dashboard.

 

Please also note that once you select the default font the "Open Sans" font will be displayed. This is a bug that our R&D team is aware of and I will also ask them to review this bug so they could fix it in one of nearest releases. I will also ask them to create some logic that allows using custom fonts in the email editor from the actions dashboard and in the CTI panel. 

 

You can also select all the text in the editor bedore sending an email and choosing the default font for the text so to prevent situations of two different fonts in the email text appearing.

 

Best regards,

Oscar

Hi Oscar, 

 

Thanks for the explanation. 

 

Best regards,

Tiago

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Hi, 

I have construct this select query in script task and got the attached  error !

var UserConnection = Get("UserConnection");

var mangager = (DataValueTypeManager)UserConnection.AppManagerProvider.GetManager("DataValueTypeManager");

var currentDate = DateTime.Now;

var select = new Select(UserConnection)

                 .Column("Id")

                 .From("UsrAlpha")

                 .Where("UsrStatusId").IsEqual(Column.Parameter("82f4864d-3c3b-46a7-93dc-318695dc90ec")) as Select; 

                 

var up = (Update) new Update(UserConnection,"UsrAlpha").Set("UsrCurrentDate",Column.Parameter(currentDate)).Where("Id").In(select);

                    

up.Execute();

return true;

 

 

Please help ! 

Many thanks.

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In 7.15 with PostgeSql this code work

Guid contactId = ......
Select select = new Select(UserConnection)
				.Column("ScpSNILS")
				.Column("INN")
				.From("Contact").WithHints(new NoLockHint())
				.Where("Id")
				.IsEqual(new QueryParameter(contactId)) as Select;

 

Change Column.Parameter to QueryParameter

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I am trying to implement validation logic in client module edit page of a section.

I want to save the column value of UsrAttributeName (a lookup) into a variable.

To do this, I am using this.get("UsrAttributeName").displayValue. But when Page is loaded it hangs and console shows the error 

message: Uncaught TypeError: Cannot read property 'displayValue' of undefined 

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Hello! 

 

1. To add validation use this.addColumnValidator method in setValidationConfig method.

Please, find the example in the Academy article: https://academy.creatio.com/documents/technic-sdk/7-16/how-add-field-va…

 

2. If the column value is not defined you cannot call for its properties. Check if the column has value:

var attribute =  this.get("UsrAttributeName");

var attributeDisplayValue = attribute  && attribute.displayValue;

 

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

 

Best regards,

Olga. 

Olga Avis,

Hi 

 

After debugging it turns out undefined is coming because Entity/Page is not fully loaded or when I create a new record then all fields are empty.

I could use your suggested way to assign attribute value to a variable but that would not be able to work if entity/page is not fully loaded.

 

So I used a flag in attributes with default value false and set it to true in OnEntityIntilized method.

Then I checked the flag, if it is true then the validation method will run.

 

Thanks

Ram

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Hello

 

I want to create a lookup same like the Opportunity Client lookup from the opportunity section. A lookup from which I can choose either Contact or Account.

 

How this can be done in other custom section ?

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Hi Oren, 

 

The logic is controlled by a multilookup field in the out of the box code. The part of the code responsible for it is located in the OpportunityPageV2 schema. I would suggest looking at it and copying it for your business case:



 

 

Thanks philip

 

Are you sure this text exists in the OpportunityPageV2 schema ?

I checked on all OpportunityPageV2 schemas and on several sites, just to make sure. It's not there.

 

Maybe it is under a diferent schema name ?

Hi Oren, 

 

You can check out the BaseOpportunityPage in the opportunities package. I found another reference of it there at line 105

Let me know if this helped!

Thanks Philip

 

I will try to figure it up from this point.

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Hello,

 

I’m trying install add-on from marketplace on Sales (Team) 7.16 Trial version but installation ends with error (log file in attachment).

 

This error results that i can't add Quotes to section Sales (no association after choose section and click Select button).

Is there any newest version of this package ? Or there is some additional step to fix this error ?

 

Regards,

 Marcin Kott

File attachments
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Hello Marcin, 

 

Could you please try to install the add-on once again?

 

In case the installation fails with the same error message ('Insufficient memory to continue the execution of the program') we kindly ask you to contact Creatio technical support team (support@creatio.com) for further assistance on this matter. Please, do not forget to specify the URL of your trial instance in the request. 

 

Thank you in advance!

Olga. 

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Hello Community!

 

I would like to call a web service using a soap request, but in this case I want to use the UserTask "Call Web Service" for that. Anyone have some sample of how to build it?

 

Thanks!

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Hello Federico,

 

You can find detailed instructions on how to call any web services from a business process in the Calling web services from business processes Academy article. Also, you can take a look at the Studying Web service documentation article that describes how to call the web service and what kind of response it will return.

 

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

 

Best regards, 

Olga. 

Hello Olga,

In my understand the web service element is not supporting soap request. If that is the case can you please give me a example of that?

 

Hello Federico,

 

Please, refer to the previously created Community post about SOAP Service Call: https://community.creatio.com/questions/soap-service-call

 

Please, inform us in case you require any additional assistance. 

 

Thank you in advance!

Olga. 

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