Hi Guys,

I have created a modal with a comboboxedit which contains values from my webservice (attachments from opportunity linked to order). I want to change this into a List instead of a combobox.

In the following images you can see what I'm trying to aim.

 

Added button to open modal "Migrate Opp Files"

Here's the sample modal with a comboboxedit which shows result of my webservice. I want to change this into a List instead of a combobox.

The value of the dropdown comes from here.

I tried checking the documentation but I'm having a hard time since I'm a visual learner, I learn by seeing how things work in actually through examples.

Please guide me.

Best Regards,
Solem A.

Like 0

Like

0 comments
Show all comments

Hello Team,

 

Kindly suggest a way to lock fields within a detail when we click on Save button of the detail. This should happen without any dependency on other fields within the detail (unlike we usually do based on boolean value true or false).

 

Creatio : 7.17 Sales Team    PostGreSQL

Like 0

Like

2 comments

Hello Dharini,

 

Attributes are required to use to lock fields on the page based on some conditions so it's hardly possible to do without any dependency on attributes. Or you can use document.getElementById JS method and change the .style.pointerEvents to 'none'.

 

Best regards,

Oscar 

You could use the CreatedOn field for this. It doesn't get populated until the save button is clicked (not the CreatedBy - it gets populated right away when the page is opened in add mode).

You can create a business rule that makes the field locked if the CreatedOn has a value. Then, the field will be editable when creating a new record, but will be locked as soon as the save button is clicked.

If this route doesn't work, you'll have to use an attribute and code as Oscar mentioned. 

Ryan

Show all comments

In a custom business process, we need to add/edit "Opportunity product" records using "Open edit page", but OpportunityProductPageV2 is not shown as an option for the "Which page to open?" question.

Why is that ?

Like 0

Like

1 comments
Best reply

Hello, Ricardo.

 

The [Open edit page] process element only opens the standard section pages, like the opportunity record page. "OpportunityProductPageV2" is considered a custom page, therefore only the [Pre-configured page] process element can open it.

 

That said, the "OpportunityProductPageV2" includes an [Opportunity] field users cannot fill out, therefore you might want to consider creating a similar page from scratch using the [Auto-generated page] element instead.

 

You can learn more about the [Pre-configured page] and [Auto-generated page] elements here:

https://academy.creatio.com/docs/user/bpm_tools/process_elements_reference/user_actions/pre_configured_page_process_element

https://academy.creatio.com/docs/user/bpm_tools/process_elements_reference/user_actions/auto_generated_page_process_element/

 

Best regards,
Bogdan S.

Hello, Ricardo.

 

The [Open edit page] process element only opens the standard section pages, like the opportunity record page. "OpportunityProductPageV2" is considered a custom page, therefore only the [Pre-configured page] process element can open it.

 

That said, the "OpportunityProductPageV2" includes an [Opportunity] field users cannot fill out, therefore you might want to consider creating a similar page from scratch using the [Auto-generated page] element instead.

 

You can learn more about the [Pre-configured page] and [Auto-generated page] elements here:

https://academy.creatio.com/docs/user/bpm_tools/process_elements_reference/user_actions/pre_configured_page_process_element

https://academy.creatio.com/docs/user/bpm_tools/process_elements_reference/user_actions/auto_generated_page_process_element/

 

Best regards,
Bogdan S.

Show all comments

Hi Community,

 

How can I move the existing functional role under another existing functional role.

 

Based on the below, currently CC agent and CC Base are on the same level, now I wanted to put CC agent under CC Base. It is possible to that if we are adding a new role, but for existing one how can I do that? I do not want to delete a Role and re-create it since there are already lots of users configured under that role.

 

 

Like 0

Like

1 comments

Hello Fulgen,

 

Hope you're doing well.

 

At the moment, there is no such functionality due to the out-of-the-box logic, as far as changes of the parent role in this way can cause various errors during actualization of roles. So as for now changing of roles on the code level is too risky and demands changes in core.

 

We have informed our R&D department about this case so they could consider enhancing the following functionality in the upcoming releases.

 

Best regards,

Roman

Show all comments

Hi,

I'm trying to add data from landing page with FirstName and LastName. I saw a good tutorial on the community but it is not working for me.

First I checked the event for LeadSaving

Second, I added the an Event Sub Process base on the tutorial I was following.

 

Then when I'm either adding new or editing exiting Lead, it doesn't save and throws error on UpdateQuery network request with no proper error message (502).

Is there something wrong with what I setup?

Thank you!
Solem A.

Like 0

Like

0 comments
Show all comments

Hi Community,

 

I've integrated Telegram with Creatio Chat,

but could we integrate our company site chat with Creatio?

 

 

If it's possible, then what is required, and are there any tutorials?

By the way, is there a #chat tag? Let's introduce.

 

Like 0

Like

3 comments

Hi Yuriy,

 

In-built Creatio functionality allows integrating with Telegram and Facebook chats and the procedure is described here (I believe you used this article to integrate with Telegram in your case). You will need to study the implementation of the Telegram integration in the system (server code part, not the Creatio UI part) and check if the API of your site chat allows integrating it with 3rd party services.

 

Unfrotuantely there are no tutorials on the Academy on this particular topic since this is a server-side development using API services.

 

As for introducing the new tag - I will ask our community team to add one.

 

Best regards,

Oscar

Oscar Dylan,

Does this method require Creatio to be on-site? We have it in the cloud currently

Yuriy Konstantinov,

 

No, the endpoint where you chat logic is stored should be available for the cloud-based apps. If it has no firewalls and can send\receive requests\responses from the Internet then there is no difference if the app is located in the cloud or locally.

 

Best regards,

Oscar

Show all comments

How to add values in lookup which is created in a package created by 3rd party publisher. ?

 

These lookups doesn't appear in the lookup section of the Studio workspace. 

 

Is there a package dependency on this as well. ?

 

Please suggest. 

 

Like 0

Like

1 comments

Hello,

 

Can you please let me know the example of such lookup?

Thanks.

 

Regards,

Dean

Show all comments

Hi Community,

On my application I've used the Aspose.PDF connector plugin for Creatio! Then, I created a new printable and set the "Convert to PDF" property true, as you can see in the image below.

 

 

After that, I create a new process in which I am using the plugin process element (Save printable) and in that element I set the parameter "Conver to PDF" to true but the attachment is always saved as a .docx file, regardless of setting of the parameter "Convert to PDF" be true or false.

 

Can you help me solving this issue and explain me why the document saved in the attachments is always in .docx format?

 

Thanks in Advance.

 

Best Regards,

Pedro Pinheiro

Like 2

Like

0 comments
Show all comments

Hi Team,

I have a requirement for adding feed notification based on particular action in a section, say marking a record inactive by making a boolean true. Once the record is inactive, the record related information and its connected Account should be posted in feed message in the below format,

The record <record Id> connected to <Account> is inactive.

 

Screenshots added for better clarity.
Right now I am getting only the id of the record instead of the record with Hyperlink.

 

The record 5320276a-20a5-4396-b2fe-401da61a2a08 connected to 4d77085b-362d-4eb1-a120-cb32abb86f01 is inactive.

Like 0

Like

4 comments

Hello, 

 

I would suggest to create a separate process parameter and add Formula element for a link and refer to that parameter from the Add element from your screenshot. 
In order to do so, create a new process parameter "Contact record link" for example, then add Formula element as on the attached screenshot, "094718-crm-bundle.creatio.com" should be replaced with your site name, and as well, take into account to which section/page you are referring.
Once done, you can simply refer to "Contact record link" parameter. 

Also, there are two more instructions  from Oscar:

https://community.creatio.com/questions/link-based-feed-notification

https://community.creatio.com/questions/how-add-particular-section-reco…

Hope, this helps!

Best regards, 
Anastasiia

Anastasiia Zhuravel,

Thanks for the detailed reply. I implemented a similar thing as follows (screenshots attached)

 

Step 1 

I added a system setting for the link so that we can change it based on the env we install the package.

 

Step 2 :
Used the system setting in formula element in BP to assign it to a parameter.

 

Step 3: 
Got the below output.

 

I would like to see a more user friendly readable format, something like Interaction Name in the link instead of the entire link being shown to the user!
Kindly help me achieve this.

 

Thanks,

Dharini

Dharini, 

 

As of now, it's pretty much the only way to display the link in the feed using basic system functionality. There could be other variants, however they will require implementation by code. 

 

Best regards, 
Anastasiia

 

 

Anastasiia Zhuravel,

If we can display a readable string in place of the link and its feasible only by implementation with code, can you pls help me with some examples?

Show all comments

Hello,

 

 I have a possible business case with the request of restricting access to Account Records with the Type of Vendor.  The idea being that members of the Sales Role do not see these records at all in the Accounts Section.  Does anyone have thoughts on this or have done something like this before?

 

Thanks!

-Scotty Chapman 

Like 0

Like

2 comments

This article has a similar example process that changes access rights based own the owner field. You'd do something similar where you'd trigger the process off a change in the type field and then set access rights of the record accordingly. https://academy.creatio.com/docs/user/bpm_tools/bpm_process_examples/ho…

Basically, you'll use the Change Access Rights process element to set the access rights for the record based on the account type. For accounts with type=Vendor, you could either (1) remove all current access rights then grant access rights for some specific role or (2) restrict access rights for the sales role specifically based on the type value.

Ryan

Perfect - thanks Ryan!

Show all comments