Hello

 

I creatio sales, i am trying to set field value from another entity.

for opportunity product, i try to setup its values from the price book record.

when i do that for the price itself - it works great.

but when i try to do this to the description field (unlimited text field) - from one test field to another - its not working.

The 2 fields are the same field type, and the page that i try to insert the value from is the same as the one that i use to take the price... 

Does anyone bump into this issue ? 

Thanks in advance... for any comment :-) 

AGK

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Hello,

 

You can achieve this via a business process by reading the field of one record and then setting it to the other by modify data element.

 

Is there any particular issue?

 

Best regards,

Max.

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Hi Community,

 

I have a Customer requirement where the customer only doesn't want the creatio login page. 

 

I think there are 2 ways possible : 

 

1. Is there a way to completely customize the creatio login page, If yes then can you please share any such implementation example.

 

2. It is possible to create only a custom login page to authenticate the users in creatio and then bypassing the creatio login page & redirecting that user directly to the creatio home page. Is this possbile if yes please suggest how?

 

If you have any better suggestions please provide them. 

 

Many Thanks.

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Hello Akshit,

 

Unfortunately, Creatio does not provide any out of the box way to modify the login page, except changing the logo picture. 

 

However, you can modify Login page by modifying NuiLogin.aspx file in the /Login folder. If you need to apply those changes on any instance on our servers simply send us an email with instructions of what should be modified and we will apply the changes. 

 

Best regards,

Max.

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Hi All,

I have a use case to create an attachment detail using the custom object in the Pre-Config page. I have created a object having Parent Object as (File).







I have created a detail inside the preconfig Page,







But I couldn't see the detail as attachment in UI rather I could see it as an normal detail,





I have updated the parent page of the Detail schema to FileDetailV2, Even though I am unable to see the attachment changes in UI.



So, I have changed the entity schema name directly in the code as "FileDetailV2",





Now I am able to see the attachment in UI. But having error in the console. This error comes on opening of the page as well as trying to delete any attachment.



Also, In the designed it shows the detial as Unregistered as shown below.





Could anyone help where I have went wrong, how to resolve this issue and create a attachment detail with custom object ?



Regards,

Adharsh S

 

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Hello Adharsh, 



Please change SchemaName back to UsrSchema******Detail and change the Parent schema back to FileDetailV2. Then compile the system. 

IF the issue persists, please contact us at support@creatio.com

Best regards,

Yurii

Hello Yurii Sokil,

 

I have made the changes and compiled my instance. Post that I could see the detail as an attachment. But still, I could face the error in the console on the opening of the pre-configured page and deletion of records too.







Regards,

Adharsh S

Adharsh,



Please contact us at support@creatio.com 

This situation need deeper analysis than we can provide on community. 

Yurii Sokil,

I'm also facing the same error in console while implementing using the above method.

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On the Creatio user contacts page, I would like to display statistics according to the selected contact.

Number of calls made, number of opportunities, etc...

Here is my question:

How to link the graphs to the selected contact ?

If i select "Current contact", it is the logged in user who is selected.

As I am on a contact page, I would like the graphics to be linked to the selected contact.

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Hello Nicolas,

 

In order to see information for a particular contact in the dashboards you will need to associate the dashboard with section data like this:

It will only work for the records currently displayed in the list. So to see the data for one record only you will have to filter the records so that only one Contact is in the list.

 

Best regards,

Max.

Hello Nicolas,

 

In order to see information for a particular contact in the dashboards you will need to associate the dashboard with section data like this:

It will only work for the records currently displayed in the list. So to see the data for one record only you will have to filter the records so that only one Contact is in the list.

 

Best regards,

Max.

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Hi,

I created a custom package to integrate ceatio with our own product, how ever i couldn't find a way to return multiple results. When i try to add 2 resulting text i got following error

 

This property is already checked in another parameter. It can only be used in 1 parameter.

 

is there a way to return multiple results like Dictionary ?

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Hi Onur,

 

It's not quite clear what you are trying to achieve. Can you please send more details and screenshots of what needs to be done?

 

Best regards,

Oscar

Hi Oscar,

 

I'm getting following message from parameters window 

 

i hope this message helps you 

Hello Onur,



Could you please send us listing code of the schema and also describe the steps on how the issue has been reproduced?



Best Regards,

Tetiana 



 

Hi Tetiana,

 

https://www.codepile.net/pile/dJQM2vJW

 

i hope this schema code is what you are asking me to.

Onur Erbay,

 

Hi Onur,

 

Have we understood everything correctly and you are trying to input C# code into the JS module and receive an error when specifying parameters in the JS module? Or are you creating a new user task. Please share steps to reproduce the problem.

 

Best regards,

Oscar

i'm adding c# user task, with multiple inputs. I'm trying to get multiple outputs from that user task.

Hello,



We checked the issue and got the same error as you mentioned earlier. The thing is that only one parameter can be a resulting one, since it's in the same user task. The only thing you can try to do is to create one parameter of object type and put everything into it. 



Best Regards,

Tetiana Bakai

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Dear community,

My client has to email accounts, because they don't always know the contacts.

 

I think the best way is to add a custom field on the account entity and enable for the account an audiecence (managed object) that uses this field.

What do you think ?

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Hello Stefano,



You can add an email to the communication options detail to the record.





But as for now, you are not able to add the accounts to the marketing campaigns or Bulk Email Audience.



Best regards,

Bogdan

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Hi Community,

I've this situation where I need to add a new tab "Preview" and the main objective is have a iframe with a preview of the documents in the attachments, however we try first implement the logic if was a website, because we think that the article that we found on academy "https://academy.creatio.com/documents/technic-sdk/7-13/integration-third-party-sites-iframe"partially satisfies what we want to implement;

  1. First, based on the Web field, we were able to do the preview of the website, as you can see on the image below.
  2. Then, we try to call and access to the storage of the pdf that we have on the attachments (image below), but the only link that we have of the pdf is the link/method to download the file, for example: https://..../0/rest/FileService/GetFile/Id.

In this way we want to know if there is any way to acess a link or storage of the file, with objective to implement something like preview of the document with the iframe on the edit page.

Anyone?

 

Best Regards,

Daniel Longo

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Hello Daniel, 



While it is technically possible to open pdf files using iframe tag, it'd require considerable amount of custom development to implement such preview. 

The link you're referring to is the direct link to the attachment file. 



Unfortunately, we don't have examples of such implementation. 

I'll register your idea and it may be implemented in future releases. 

Best regards,

Yurii.

Hello Yurii,

Is there any progress on this implementation?

 

What are the options that FileService gives us beyond the download file link?

Is there any way of call this link and get Data from response?

 

Best Regards,

Igor Matos

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Hi Community!

 

We use LDAP with SSO as authentication in our customer's onprem installation.

So the users are used to log in using their Windows username and password and don't have a separate creatio login.

However, the creatio app doesn't support this login method, which is understandable, since there is now windows user context on the phone.

 

I was wondering how others are dealing with this problem. Is it even possible to use LDAP and creatio authentication side-by-side, because it seems to be either or?

Thanks,

Robert

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Dear Robert, 



Yes, it's possible to enter the mobile application in case if you have SSO configured on your website and it is set as a default login method. 

In order to enable SSO in mobile application you need to enable the system setting with code "MobileUseSSO"



Kind regards,

Roman

Roman Brown,

Hi,

we have enabled the option and the "login as domain user" link appears in the App!

 

However, we get the following error message when trying to log in with the domain users:

 

 

Is there something special to set up on IIS maybe, besides the Windows Authentication?

 

Thanks and best regards,

Robert

Dear Robert, 



Can you please register a case for our support team so we could check the LDAP configuration? Cause there can be several reasons for such error message. 



Kind regards,

Roman

Roman Brown,

Hi Roman,

 

it's an on-prem installation, so that will not work really...

LDAP is working in the browser, so I guess it is set up correctly.

 

Any hints?

 

Thanks,

Robert

Dear Robert, 



The option to login as a domain user is option available as part of NTLM authentication which isn't available in mobile app. 

For application you can use standard, SSO or LDAP authentication. 



Thank you. 

Roman Brown,

Dear Roman,

how can we use LDAP users with NTLM authentication on mobile?

Because as I have written in my original post, there is no option to set a password when selecting the LDAP option.

 

What is the system setting "MobileUseSSO" is exactly expected to do?

 

Thanks,

Robert

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My customer doesn't want to use the communication options, because he just wants to have only one phone number, one mail-address etc.

I created new text fields, respectively we use the standard phone fields on the account entity. I placed this fields in a new field group called "Communication options".

One the normal "web client" we have no problem. With a little bit of configuration in the AccountPageV2 we have some clickable fields on the page.

But I have no idea how to configure this for the mobile client. 

Has anyone implemented something like this before?

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Hi Christian,

I assume what you're referring to is making the phone field a clickable field to dial the number in mobile, is this right? 

To do this, you need to first create a module for the account model pages extensions. See https://customerfx.com/article/creating-modules-for-the-creatio-mobile-…

Once that is created, you can add the following to the new module to make the phone field a clickable phone field (in the code below, this is for a field named "Phone" on the Account page. If your phone field is named something else like "UsrOtherPhone", you'd replace the "Phone" in the top line with that instead):

Terrasoft.sdk.RecordPage.configureColumn("Account", "primaryColumnSet", "Phone", {
	viewType: Terrasoft.ViewTypes.Phone
});

Also, this code above also assumes the phone field is in the primary column set. This is the name of the main column group of a page, however it’s possible to create other column groups. If you’ve created another column set that you've added the field to, locate the record page for the Account page that was created by the mobile wizard in the configuration. The record page will be named [Prefix + “Mobile” + EntityName + “RecordPageSettings” + WorkplaceName]. Then you can open that and see the actual name of your column set and replace "primaryColumnSet" in the code above with this name.

Ryan

Hi Christian,

I assume what you're referring to is making the phone field a clickable field to dial the number in mobile, is this right? 

To do this, you need to first create a module for the account model pages extensions. See https://customerfx.com/article/creating-modules-for-the-creatio-mobile-…

Once that is created, you can add the following to the new module to make the phone field a clickable phone field (in the code below, this is for a field named "Phone" on the Account page. If your phone field is named something else like "UsrOtherPhone", you'd replace the "Phone" in the top line with that instead):

Terrasoft.sdk.RecordPage.configureColumn("Account", "primaryColumnSet", "Phone", {
	viewType: Terrasoft.ViewTypes.Phone
});

Also, this code above also assumes the phone field is in the primary column set. This is the name of the main column group of a page, however it’s possible to create other column groups. If you’ve created another column set that you've added the field to, locate the record page for the Account page that was created by the mobile wizard in the configuration. The record page will be named [Prefix + “Mobile” + EntityName + “RecordPageSettings” + WorkplaceName]. Then you can open that and see the actual name of your column set and replace "primaryColumnSet" in the code above with this name.

Ryan

Hello. thanks for your detailed reply. At the moment I'm on vacation. I will try it as soon as possible. Best regards Chris

Ryan Farley,

I tried your solution and it works perfect.

Many thanks for your help

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Hi,

 

I would like to put a hyperlink to an external source on the contact page (not in the link and attachment tab but in the main info). Is it possible to convert the text field to the hyperlink?

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Hello Paulina,

 

Hope you're doing well.

 

In case you would like to make the field a hyperlink you will need to use development tools. Here you can find the approximate algorithm on how your business task can be performed:

  • You will need to modify diff of the needed field in the next way:
diff 
{
	"operation": "insert",
	"name": "AdditionalExpenses",
	"values": {
 
		// -->
		"showValueAsLink": true,
		"controlConfig": {
			"enabled": true,
			"href": {
				"bindTo": "getAdditionalExpensesLink"
			},
			"linkclick": {
				"bindTo": "onExternalLinkClick"
			}
		},
		// <--
 
		"layout": {
			"colSpan": 12,
			"rowSpan": 1,
			"column": 0,
			"row": 3,
			"layoutName": "Tab07720f4eTabLabelGridLayout691629ea"
		},
		"labelConfig": {},
		"enabled": true,
		"bindTo": "AdditionalExpenses"
	},
	"parentName": "Tab07720f4eTabLabelGridLayout691629ea",
	"propertyName": "items",
	"index": 5
},
  • After that, please add such code to the methods:
methods: {
 
	getAdditionalExpensesLink: function() {
		return this.getLink(this.get("AdditionalExpenses"));
	},
	onExternalLinkClick: function() {
		return;
	},
	getLink: function(value) {
		if (Terrasoft.isUrl(value)) {
			return {
				url: value,
				caption: value
			};
		}
	}
},

As a result, the needed field will be a hyperlink field if you will populate it with the appropriate link format (or just copy and put it from the browser address bar).

 

Best regards,

Roman

Hi Paulina,

I've written up the steps to convert the text field to a clickable hyperlink here: https://customerfx.com/article/how-to-format-a-url-as-a-clickable-link-…

Ryan

Hi All,

The above code works and converts the text into Hyperlink.

But I see an issue when I try to delete the text.

 

Issue detail -> I select the text and click on delete, it gets removed,  then when we click just outside of the field, the text/link it appears again.

 

-> If I select the text and click on delete, and click on save, close and re-open, the text actually deleted.

Ryan Farley,

The page which you prepared it works fine

Roman Rak,

Hello

Tell me whether it is possible to add a hyperlink to the text itself, that is, to have a certain text. For example, the name of the company, and a hyperlink sewn into it. 

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