Hello Adharsh,

Something else must be going wrong. I just tested this and my filters do get applied to the virtual lookup for me. My code looks like this: 

"ContactLookup": {
	dataValueType: Terrasoft.DataValueType.LOOKUP,
	type: Terrasoft.ViewModelColumnType.VIRTUAL_COLUMN,
	caption: "Test",
	referenceSchemaName: "Contact",
	isSimpleLookup: true,
	lookupListConfig: {
		filters: [function() {
			var filters = Ext.create("Terrasoft.FilterGroup");
			filters.add("TestFilter", Terrasoft.createColumnFilterWithParameter(Terrasoft.ComparisonType.EQUAL, "Name", "Ryan Farley"));
			return filters;
		}]
	}
}

and the result is: 

Ryan

Hello Adrash,

We've also tested Ryan's code and it works. Please use the same approach on your side to complete the business task.

Best regards,

Oscar

Ryan Farley, Oscar Dylan,

 

I have even tried with your code also, But I still find the same result. There is no error in console too. I am not sure what is been missed.





 

The only difference I could see is that I have implemented this virtual lookup in the Detail schema page and you have done this is Edit Page of a section.

Will this make any difference it Filtering the records?  Ideally it shouldn't do such way.



Regards,

Adharsh S

Adharsh,

You need to debug the logic and see if the filter is returned upon:

var filters = Ext.create("Terrasoft.FilterGroup");
			filters.add("TestFilter", Terrasoft.createColumnFilterWithParameter(Terrasoft.ComparisonType.EQUAL, "Name", "Ryan Farley"));
			return filters;

execution. Also check if there is no other logic is connected to the same column which may affect the filter.

Best regards,

Oscar

This is an old thread, but I wanted to renew the conversation.  I'm having the same issue.  I've filtered lookups many times this way with no issue. 

I have a modal page that inherits from BaseEntityPage.  There is a virtual lookup on the page.  With isSimpleLookup = true, the lookup won't reference lookupListConfig at all.  It just ignores it.  If I change isSimpleLookup = false, it will reference lookupListConfig and fire the code for filter.  My problem is that since my module is already in a modal window, the lookup cant render as a modal also.  I must use a simple lookup.  I can filter simple lookups on other modules, but not this one.  There must be something different about how the module is being rendered.

Any thoughts on how to get the simple lookup to filter here, or be able to use a modal lookup on another modal page?

More on this.  So it looks like this is an issue inheriting from BaseEntityPage.  I changed my modal module to inherit from BasePageV2 and now it works.  Not sure if this is expected and I'm not sure what other issues I'll face using BasePageV2, as this is "base card schema".

Interesting. I have the same error and found your answer. How did you manage to close the modal since it's a BasePagev2?

 Hello Autumn,



The issue takes place because the action 'Reply all' does not bind the email to the case.

Please, see the screenshots below for clarity.

If it is necessary to keep an email thread, the Case number needs to be entered manually.

If an email can be sent without a running list of all the succeeding replies starting with the original email, one can be sent from the Case page directly.

In this case, an email will be automatically linked to the case. 

The 'Reply all with template' feature, which allows to reply directly from the Case page, automatically binding to the case and to keep the email thread.

Please note, that Apart from the listed options, you can set up automatic email binding to any section record in the system. Such functionality is available in the ‘Rules' for connecting emails to system sections’ lookup, where you can create your own rules for connecting emails to sections. 

Best regards,

Bogdan

Hello Dominic,

It is actually simpler to do so.

You need to set the column as indexed in the object settings then save and publish the object.

After that you will be able to search for the column's value in the global search!

As for searching for objects I do not quite get what you mean. Could you please elaborate on this? Do you want to be able to search the objects themselves or just the records of objects?

Best regards,

Max.

Max,

So what I mean is that I'd like to show certain columns when I search something in the global search. Below is the custom object quote line but it only shows the quote id and the object that it belongs to. I'd like it to show more columns like it does when I search an account in global search as also shown below.

Like I said before I am able to add some columns to the account but only pre existing columns that came with base Creatio. So far I have been unable to add custom columns to this.

Dominic Fier,

There is no option to modify the global search results columns. It can only be done with the help of development. For example, if we are talking about basic sections, the required columns should be included in the diff section of the 'Object'SearchRowSchema of the Custom package. You can find some common topics on Creatio Community:

• MODIFY GLOBAL SEARCH RESULT
• RE-ORDER THE RESULT OF GLOBAL SEARCH BASED ON CREATED ON

If you need a specific consultation on the implementation of your custom logic, you can request this as part of a consultation service from your Success Manager.



The idea has already been registered for the R&D team to implement the possibility of the global search result view customization.

As for your question about adding custom columns to global search results. you can refer to my previous reply.

What you need to do is add a custom column. And check the "Indexed" column.

Then save and publish the object.

After that add the column to the page in section wizard and populate it.

Then you can search for this value in the global search.

Best regards,

Max.

Adding custom objects to the global search can easily be done with clicking the Indexing for full-text search checkbox on the section wizard

https://i.imgur.com/IblfqJ4.png

Chani Karel,

Do you have any idea how to do the same thing for details not section objects?

Hello Guido,

By default, Creatio doesn't support the Power BI dashboards. However, they can be added as Web Page-type dashboards, as a workaround.



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



Another option is to use API\Odata to integrate the BI dashboards.

 

Best regards,

Bogdan

Hello Julien,

I have the steps to change this default to outgoing here: https://customerfx.com/article/setting-the-default-call-direction-to-ou…

Ryan

Hello Ryan, Thank you very much !

Dear Julien, 



It's also possible to change it in Creatio UI. 

In order to change, please follow to Advanced Settings, create a replacing module for Activity object and change the default value for Call Direction column in it to Incoming. 



Kind regards,

Roman

Dear Julien, 



It should be possible by means of development. 

We have an academy article describing how you can set the launch for processes directly from a Client Module. 



https://academy.creatio.com/docs/developer/integrations_and_api/process…



Thank you. 

Hi Davey,

We have found out that the connector requires an update due to the changes in the Slack API. We have removed the connector from Creatio Marketplace temporarily. It will be back after the update is ready. 

Hello Julien,

A common way to loop through records in a process is to use a flag field to mark the records to loop through and then un-flag them to move to the next record in the loop. See https://customerfx.com/article/how-to-loop-through-records-in-a-process…

Another method to do this is to read a collection of records that get passed to a sub-process. The sub process gets called for each record in the collection. See https://customerfx.com/article/working-with-a-collection-of-records-in-…

Ryan

Dear Julien,

Thank you for your question!

The best way to create a Business Process with a for loop you would need to create a sub-process:

Signal "Contact Added" element: 

Read Data "Read Contact" element:

For the sub-process, you would need to specify the [Parameters] of it:

And make a filter of the element within the sub-process based on the ID:

And finally, you would need to specify this parameter in the parent Business Process:

This is it. The business process here would trigger upon a Contact being added, then it would fetch 50 top Contacts in the system and transfer them to the sub-process, which will do some required magic within it, and then would end.

You may customize this example in any way you would like.

You may also find these academy Articles useful:

https://academy.creatio.com/docs/user/bpm_tools/process_elements_refere…

https://academy.creatio.com/docs/user/bpm_tools/bpm_process_examples/us…

Hope this helps!

Thank you!

Regards,

Danyil 

Thank you very much !

Danyil Onoprienko,

I tried creating a for loop by using a flag but there the process stops after 100 records because there is a limit to each element.

If I'll create the subprocess option, will that resolve the problem?

Thanks,

Chani

Hi Chani,

In the process parameter you can specify the maximum repetition number for the process. If you put nothing, it will read the all collection.

Late answer !

nico

Hello Naveen Kumar Gali,

You can do this using a business process!

Add a start signal which would be triggered when a new lead is added or when a lead is modified. You can configure it so that the process starts when a lead is transferred to a particular stage or any other field is changed.

Then read the data from a lead object filtering by the id of the new record that triggered the start signal. After that put an "Exclusive gateway (OR)" after which there can be multiple conditional flows where you can check if the country of the lead is Australia for example and you can add a default flow that will be triggered if the lead does not meet any of the sequence flows criteria. After each of the flows you can put a "Modify data" element where you can modify the Lead filtering by the id and choose the columns that will be modified.

Here is an example of the layout of such process.

Here is a link to the Academy where you can find more information about business processes.

Best regards,

Max.

Hello Max,

Thank you for the quick response and the above solution helped me with my requirement.

Hello Shira, 

The mentioned situation occurs according to the OOTB logic and the configurations set for the Queues. As an example, if you have filter "Assignee is not filled in" for the queue then when the agent opens the case from the queue, it is being automatically assigned to the agent (expected behavior). 

For the case to be put back into the queue, the agent needs to press "re-queue" button. Also, let me mention, that the case won't be re-queued immediately, but within update frequency specified in queue's settings. 

Best regards, 

Anastasiia

But using the "re-queue" button is automatically putting the case at the beginning of the queue. I need the case to get back to the same position it was before it was pulled from the queue.

How can I do it?

Anastasiia Zhuravel,

But using the "re-queue" button is automatically putting the case at the beginning of the queue. I need the case to get back to the same position it was before it was pulled from the queue.

How can I do it?

Shira Shatz,

I would advise to check the following article in order to configure the desirable queue sorting:  https://academy.creatio.com/docs/user/service_tools/contact_center_tool…



By a default while clicking the [ Re-queue ] button (to put off processing the case), the [ Agent desktop ] section will be displayed again. The postponed case will be placed at the end of the queue regardless of the set record sorting rules in the queue.

By clicking the [ Cancel ] button (to cancel processing the case), you will as well return to the agent desktop and the case will be queued back to the same position it had before you started processing it.

More detailed information can be found here:

https://academy.creatio.com/docs/user/service_tools/contact_center_tool…

 

If the issue persists despite the mentioned above recommendations, please email us at support@creatio.com, so we will be able to check the corresponding configurations and advise in more details.

Best regards, 

Anastasiia

Anastasiia Zhuravel,

By clicking the [ Cancel ] button (to cancel processing the case), the case is displayed only to the operator that pulled it from the queue. This is what my problem is about. The main problem is that the same case that was canceled (let's say by me) will not be displayed for the rest of the agents on their agent desktops!