Hi Community,

 

Case can be registered from case section, incoming email and mobile application. Case number is being populated automatically. We need to give different prefix for each. Currently all prefix are coming from system setting "Case number mask" and is being applied for all Cases. 

 

Please let us know to where we can find this function and how we can override it for us to customize it based on our requirements.

 

Thank you so much

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Hello Fulgen,

 

Thank you for your question!

 

This logic can be achieved with the help of a business process. Please see the screenshot below:

It should start with a signal Case Added (when a new case is created). The next element would be Read Data which will read all the data from the case. The data should be read from Category, ID, and Number columns. Please, don't forget to filter the cases by ID. Alternatively, the system will not understand which case to choose and will select the first available one.

 

Also, you need to set the following parameters here:

NewCaseNumber - Text (500 characters)

OldCaseNumber - Text (500 characters)

Prefix - Text (500 characters)

 

The next element would be Formula which will be dividing your cases in different flows. You will need to add the conditions according to which you would like to group your cases here. Please, select case category in order to separate the cases by the source they are registered from.

When setting up Formula element (#2), you will need to set the formula value to the following parameter: OldCaseNumber. The Formula value here will be [#Read case. First item of resulting collection.Number#]

 

The conditional flow (#3) should be filled in this way: [#Read case. First item of resulting collection.Category#]==[#Lookup.Case category.Incident.1b0bc159-150a-e111-a31b-00155d04c01d#]

 

The conditional flow (#4) is a default flow.

 

In Formula element (#5) you need to set the formula value to the following parameter: Prefix. The Formula value here will be, for example, “HY” (the needed prefix).

 

In Formula element (#6), please do the same as in the previous element, just set another prefix.

 

The seventh element is Script task (#7), its code is:

string oldCaseNumber = Get<string>("OldCaseNumber");

string prefixValue = Get<string>("Prefix");

string resultNumber = oldCaseNumber.Replace("SR", prefixValue);

Set<string>("NewCaseNumber", resultNumber);

return true;

 

The eighth element is Modify Data (#8) which will finally change the prefix. Please, filter the cases here by ID as well. In the field ‘Which column values to set for modified records please type [#NewCaseNumber#].

 

You can customize the process based on your tasks, but the basic structure is described above.

 

Hope this helps!

 

Kind regards,

Anastasiia

Anastasiia Lazurenko,

Thank you for your suggestion but I want to override the function before insert. From there I wanted to change the Case Number right away. Please guide me how can I override it?

Fulgen Ninofranco,

 

 You can either create a database trigger or you can create the same process that is triggered upon CaseInserting event in the Case object of the Case package, but in your custom package and change the logic of the sequence:

We don't have a practical example of the implementation so you will need to study the logic of this process and create your own process in the same way if you select EntityEvent option.

 

Best regards,

Oscar

Fulgen Ninofranco,

Oscar is pointing you to the correct direction.

 

Regarding the business case you mentioned, you can:

1. Remove the prefix in the system setting. Therefore no prefix will be attached to you case number, which is generated from the user task.

2. Create exact the same process as Oscar mentioned above. 
In the last step, "SetGeneratedNumberScript" apply your logic.
string code = string.Empty;
code = GenerateNumberUserTask.ResultCode;
//Apply your business logic for the prefix and attach the prefix to the generated code. So code = LogicPreifx + code;
if(!string.IsNullOrEmpty(code)) {
    Entity.SetColumnValue("Number", code);
}
return true;

 

Be careful that the case number will be will be generated on UI when you click on new case. So you need to disable the code generation on page or apply the same logic.

 

regards,

 

Cheng gong

 

 

Dear Fulgen, you have another choice, flexible on the Marketplace, is free, see it on https://marketplace.creatio.com/app/numerator-creatio

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I am looking for a solution to render Unread Social Messages in List Dashboard and the records are expected to be in BOLD. 

 

Product Version  -  7.17.0.2164

Kindly Suggest.

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Best reply

You can add custom css to the section where the dashboard is placed with the code similar to the one below:

.dashboard-listed-grid-module .grid-primary-column{
	font-weight: bolder;
}

this will make the primary column for the dashboard to be in bold text:

All you need is to correctly specify paths to elements on the page in css.

 

Best regards,

Oscar

You can add custom css to the section where the dashboard is placed with the code similar to the one below:

.dashboard-listed-grid-module .grid-primary-column{
	font-weight: bolder;
}

this will make the primary column for the dashboard to be in bold text:

All you need is to correctly specify paths to elements on the page in css.

 

Best regards,

Oscar

Thanks Oscar Dylan, that worked.

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Hi Community,

 

Is there an Out of the Box functionality in Creatio related to Facebook,

 

1. User can create post in CRM and it will be posted in Facebook

2. User can create message in CRM and it will be sent to Customer's Facebook Account.

 

Thank you

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Dear Fulgen,

 

Thank you for your question!

 

Unfortunately, there are no such functions as for Facebook integration yet. We've registered it in our R&D team backlog for consideration and implementation in future application releases.

 

Kind regards,

Anastasiia

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Hi Everyone,

i need some help about adding photo on MS Word Report, i have add the Photo from the object but the photo is'nt showed in Word Report, it just only print the file name. Do you have any idea guys? 

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Dear Fransetya,

 

Thank you for your question!

 

You may find this community post useful for your needs:

https://community.creatio.com/questions/adding-product-image

 

Hope this helps!

 

Regards,

 

Danyil

Dear Danyil,

 

Thank you for your help, it's worked

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Dear colleagues,

 

I'm getting from a week ago a "Request Timeout" each time I try to bind some data on a demo site.

 

I did it before, but from a week ago, I cannot anymore, some ideas?

 

See it on https://share.vidyard.com/watch/dpoVmZuUhAHbSS6NzaSnuj?

 

It's on Studio Enterprise 7.18, the version list isn't updated

 

Thank you very much

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Hello Julio,

 

The responsible team is working to fix this. The error appears due to the changes in the basic functionality in version 7.18.3. We plan to publish the updated package no later than the end of October.

Alexander Demidov,

Thank you very much @Alexander! :-)

 

Best regards

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Hi Community,

 

This is related to when adding records in "subordinate cases" detail. I am getting error when client is calling this service "HierarchicalRecordSelectService" method "UpdateRecords". It is weird because this service exists on my configuration and this is Out of the box, we haven't done any customization into it. Any idea how to fix it?

 

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Hi Fulgen

 

Could you please share what do you have in response? 

 

Here might be additional information which is useful for investigation.

 

Thanks!

 

Bogdan L.

Dear Fulgen

 

In addition could you please contact our support at support@creatio.com  directly and give us the reproducing steps with the external access if you can't handle this issue yourself and we will definitely investigate the problem. 

 

Thanks!

 

Regards, 

 

Bogdan L.

Dear Fulgen,

 

As an suggestion please double check the request if you passed all the data correctly. 

 

Another variant, please make sure that user who tried to pass the data has permissions to add/edit the data to the object/detail.

 

Hopefully it helps!

 

Regards, 

 

Bogdan L.

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Hi Community,

 

In case there is a way you can specify the Parent Case. Question if user will Resolve or Close the parent case record, what will happened to the Child Case record?

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Dear Fulgen, 

In case if the parent case is resolved or closed nothing will happen with subordinate case in case if you don't have any additional logic which would trigger on this event. 

These cases are separate cases and connection between Child and Parent cases were added for history and convenient usage purposes. 

Kind regards, 
Roman

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Hi,

In the Account section there is detail inserted named "Address".

Any record being added in the Address detail is reflected back on the Account section Address field without running any business process.

Can anyone please help with the logic behind the same?

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Hi,

 

Please provide the screenshot of the attribute under the question.

 

Thank you!

 

Best regards,

Oscar

Hi Janhavi,

 

Go to the advanced setting and search for the object AccountAddress.
You should see a schema which in the Base package. Open it  and click on open process button.

 

After that you see this screen. Click on the highlighted item and you should be able to see how the address is synced with main entity (Account) from Account address. 

 

Also check it in the Account object. 

 

regards,

 

Cheng Gong

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Hi Community!

 

I want to add the approval process to the attachments in the contact section, but I can't find a way to enable it. Is this possible somehow?

Thanks and BR,

Robert

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Hi Robert

 

We don't have practical examples of such implementation, but you can try to export the process as a file to attachments, that's seems to be the only way to achieve it. Probably it would be not much convenient to use, but there is no such out-of-the box option in the system.

 

Please share the result if you succeed cause it would be splendid tip for all of us!

 

Thanks!

 

Best Regards, 

 

Bogdan L.

Bogdan Lesyk,

Hi Bogdan,

 

thanks for the answer, but I fear I don't really understand it :)

What process should I export and what is meant by "as a file to attachments"?

 

Thanks,

Robert

Robert Pordes,

 

I mean you can upload the usual file/business process file (*.BPMN), where will be the approval process you wanted to set up. 

 

And user who wants to perform any actions with attachment should open the "Approval file" with some logic you've made. 

 

This file will also be in attachments.

 

That's what I mean and hopefully it's more clear now :)

 

Thanks!

 

Regards, 

 

Bogdan L.

 

 

Bogdan Lesyk,

HI Bogdan,

 

thanks again for the clarification!

However, I simply want to activate the out of the box approval mechanism as it is used in other sections, like the documents.

It looks like this in the section wizard:

I know that Attachments are details, and therefore are not shown in section wizard but detail wizard.

I thought that there is maybe a trick to enable the approval for this detail.

 

Thanks,

Robert

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hi everyone

i have followed the install guide correctly but it is not working

 

the report still being a MSWord and there isn't an error on the console

 

can you help me please?

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Hi Carlos,

 

You need to check the values in the Creatio system settings connected to the Aspose service. Please refer to the screenshot below to make sure that the Aspose setting values match the respective system settings in Creatio. After applying the changes, log out and log back into Creatio to check for updates.

Alexander Demidov,

i have it like you img , But it doesn't work, it still download a MSWORD

Hi Carlos, which Creatio version and product are you currently using? This helps us reproduce the issue.

Aspose's personal page should also display the conversion requests for the relevant time period, from Creatio. Here is the dashboard link: https://dashboard.aspose.cloud/billing/api-usage/. If there are conversion requests, please send us the error details.

Hi Alex Prusakov,

  1. Creatio 7.18
  2. Sales

 At the Aspose's Page i have it :

 

I have tried with empty CORS and with a url

 

but the registry is not receiving any requests

hi Alex Prusakov,

Any idea what's going on?

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