Hello all,

 

I created a report with FastReport, everything is good and functional, and my data is correctly printed.

My report is accessible at the opportunity edition level, it is called "Opportunity Quote", the output therefore generates a file named "OpportunityQuote.pdf".

I would like to customize the name of the generated file with for example the name of the customer and the date of issue, or ideally with a custom field that contains a unique opportunity number.

Is it possible? How to proceed?

 

Thank you in advance.

 

Vincent

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Hello,

 

As for now there is no option to change the file name dynamically or assign some particular name at least Opportunity Quote. We have this task registered in our backlog so this option will be available in future application versions.

 

Regards,

Dean

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Can you provide an example of using the Process File element with a Process Parameter as the source of the file?    Is the parameter value a file name?  If so, from what system?

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Hello,

 

Can you please share the whole idea of your process? What is the business task you want to achieve?

 

Thank you.

Regards,

Dean

I would like to be able to create a new Knowledgebase article in a process.  It appears that I can save the file to a "File and Link of Knowledgebase", but I don't see a way to get the file into the system.

Thank you.

 

It is not possible to generate file out of nothing. The file can be only based on something, let's say on some existing file. This can be used for copying files from one record to another. If you want to generate the article based on some other record, you may try to create a printable report with macros and after that generate the report in the knowledge base article record, it its attachments.

Here is the example of this logic. I generate printable report based on my contact on the files detail in the knowledgebase article:

 

Regards,

Dean

I don't expect to create a file out of nothing.  I am trying to get similar behavior to uploading a file for a new article in the Knowledge Base Section.  A printable does not work, it needs to support any file type.

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I have this Business process which acceps parameters. It has input-parameters of various datatypes.

 

But when I call this business process as a Sub-process and use the input parameters, it seem's to be expecting only Strings.

 

Business process parameters: https://i.imgur.com/VgqhwVL.png

Error on Sub-process element: https://i.imgur.com/4LGPb57.png



Errormessage:

Schema has errors: Cannot convert type "Boolean" to "String" 
for the item or parameter "SubProcess1.FilledBySender".
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Hello Julius, 



Such behavior doesn't occur on OOB version of the application. 

Please contact the support on support@creatio.com and provide us with the website address and business process name. 



Best regards, 

Yurii. 

 

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Hi Team,

 

I want to know how we can use the functionality of open- edit pages, pre - configured pages and dialog box in Creatio mobile application.

 

Can you please help me out in figuring this out?

 

Thanks in advance

Sarika Sharma

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Hello Sarika, 

 

Unfortunately, the pre-configured pages and the dialog boxes (modal windows) are not presented in the default configuration of the mobile application yet. 

 

Detailed information about the mobile application interface (as well as information on how the edit data option works there) can be found in the Get started with the mobile app UI Academy article. 

 

Best regards, 

Olga. 

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Hi Community,

 

I have some problems in Portal Users.

These users create several activities and put attachments in the same activities, but the problem is, the portal users cannot access these attachments and the rest of the users can.

 

Can you help me understand why the portal users are unable to see attachments?

 

Thanks,

Tiago Sousa

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Dear Tiago, 



Can you please contact us via an email and provide us with a detailed information on this issue?

Cause it's hard to provide you with valuable recommendations without the details.



Kind regards,

Roman

Hi Team,  Wanted to check if there was a solution provided to the above query. As we are too facing the same issue as we are not able to view the attachments tab along with attachment detail and notes for the portal user [portal license]? where as for the normal user we have the attachment tab in the case section

 

Regards,

Mayan

 

Hello,

 

It is necessary to add portal users' role to the activity file object and add it to the 'List of objects available for portal users' lookup.

 

Regards,

Kirill

Kyrylo Iudin,

Thanks Kirill, have added the notes and "attachments and notes in case section" to the "List of objects available for portal users" but not sure what is portal users' role to the activity file object? can you please explain how to/where to add role to activity file object?

 

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Hi Community,

 

We've this situation where we need to get a specific attachment from a specific object. In order to do that we've created a new process that is using the "Process File" process element to get the Attachment, as you can see bellow:

The problem is, the "Process File" element only shows the default objects files. How can I receive the attachments from my custom objects through this element?

 

Note: Both custom object and process are on the same package.

 

Thanks in advance.

 

Best Regards,

Pedro Pinheiro

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Hello Pedro, 

The files from custom objects are available by default. For example, i've created custom section called Test2. 

No additional setup is needed. Make sure to re-log after creating custom sections in order for changes to take place.  



Best regards, 

Yurii. 

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Dear colleagues,

 

I have a detail using activities (activities of a custom type). Those activities are created just by a DCM and I don't want users add/delete or copy new ones manually. So in the detail schema I have this code in methods section:

// Disable add button
getAddRecordButtonVisible: function() {
	return false;
},
 
// Deshabilita operaciones nuevo registro
addRecordOperationsMenuItems: function() {
	return false;
},

This works to other details, but to this detail having ACTIVITIES doesn't work, why?

 

Some ideas how to solve this?

 

Thanks in advance

 

Regards

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Hello Julio,

 

Please specify how was this detail created, which schemas were specified as a parent schema for the detail edit page and the detail schema itself. Also where is this detail located and which buttons do you want to hide.

 

Thank you!

 

Best regards,

Oscar

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Hi Team,

 

Kindly suggest an approach to data bind the access rights related to Dynamic folders and transfer it as a part of the package.



These dynamic folders are configured for sections both custom and out of the box (Accounts/Contacts/Activity/Leads/Opportunity)

 

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Hello Dharini,

 

Hope you're doing well.

 

It's not recommended to bind the access rights to the package. All system administration settings like object permissions, operation permissions, roles, users, distributed licenses must be set up in the production environment directly.



However, you may find this Creatio community post useful if you would like to try to transfer access rights using an SQL script in the package:

https://community.creatio.com/questions/how-can-we-bind-access-rights-data-section-dashboard-2

 

In your particular case the needed table like Sys[SectionFolder]Rights.

 

Best regards,

Roman

Roman Rak,

Hi Roman. Can you share why it is not 'recommended'?



We have heard different versions from different sources in Creatio. The take away for us has been that - It is 'feasible' to data bind access rights in a package but not 'recommended'. 

Hello Dharini,

 

At the moment, the mechanism for import/export of access rights, the structure of organizational/functional roles cannot be performed using the basic tools, as far as it complex for the architectural implementation. Our R&D team is currently working on its implementation and it will be available in future releases. 

 

About the question of why it is 'not recommended':

from a development point of view, this business task is complicated, since unique record IDs are created for each system, so that's why we do not recommend transferring access rights by development. And in case you decided to bind this data and transfer to another environment we suggest checking all changes on the copies before delivering it to the prod sites.

 

Best regards,

Roman

 

Roman Rak,

Thank you Roman. So it is more about skill than anything to do with the product.

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Dear Community,

Please help me  with accessing System Setting inside a configuration service/ Source code.

Thank you.

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Hello S Gokul Aditya, 



Could you please specify what exactly do you have problem with? 

Are you not able to find System Settings in the configuration? 

Are you able to find the Systems Settings but not able to change the values? 



Looking forward to your response. 

Best regards, 

Yurii. 

Hi Gokul. You can access system settings inside source code using the Terrasoft.Core.Configuration.SysSettings.GetValue method. Pls find below a code snippet - 

var settingName = "UsrMyCustomSetting";
var appConnection = HttpContext.Current.Application["AppConnection"] as AppConnection;
var settingVal = Terrasoft.Core.Configuration.SysSettings.GetValue<string>(appConnection.SystemUserConnection, settingName);

Alternatively, you can also use the UserConnection as against SystemUserConnection used above.



This question has been answered in this Community question already - 

https://community.creatio.com/questions/how-access-system-settings-client-side-and-server-side



The above code snippet is available here - https://customerfx.com/article/retrieving-and-setting-system-settings-in-client-side-and-server-side-code-in-bpmonline/

Thank you Shrikanth. I will check these links.

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Hi everyone

how i should add a enum property from my object using the web integration tool?.

Thi is the object (ContactCardWS_Filter) with the enum property (ContactCardWS_Fields)

    [System.CodeDom.Compiler.GeneratedCodeAttribute("System.Xml", "4.7.3221.0")]
    [System.SerializableAttribute()]
    [System.Diagnostics.DebuggerStepThroughAttribute()]
    [System.ComponentModel.DesignerCategoryAttribute("code")]
    [System.Xml.Serialization.XmlTypeAttribute(Namespace="urn:microsoft-dynamics-schemas/page/contactcardws")]
    public partial class ContactCardWS_Filter {
 
        private ContactCardWS_Fields fieldField;
 
        private string criteriaField;
 
        /// <remarks/>
        public ContactCardWS_Fields Field {
            get {
                return this.fieldField;
            }
            set {
                this.fieldField = value;
            }
        }
 
        /// <remarks/>
        public string Criteria {
            get {
                return this.criteriaField;
            }
            set {
                this.criteriaField = value;
            }
        }
    }
 
    public enum ContactCardWS_Fields {
 
        /// <remarks/>
        No,
 
        /// <remarks/>
        Name,
 
        /// <remarks/>
        Type,
 
        /// <remarks/>
        Company_No,
 
        /// <remarks/>
        Company_Name,
 
        /// <remarks/>
        IntegrationCustomerNo,
 
        /// <remarks/>
        Search_Name,
 
        /// <remarks/>
        Salesperson_Code,
 
        /// <remarks/>
        Salutation_Code,
 
        /// <remarks/>
        Organizational_Level_Code,
 
        /// <remarks/>
        Last_Date_Modified,
 
        /// <remarks/>
        Date_of_Last_Interaction,
 
        /// <remarks/>
        Last_Date_Attempted,
 
        /// <remarks/>
        Next_Task_Date,
 
        /// <remarks/>
        Exclude_from_Segment,
 
        /// <remarks/>
        Privacy_Blocked,
 
        /// <remarks/>
        Sent_to_CRM,
 
        /// <remarks/>
        Minor,
 
        /// <remarks/>
        Parental_Consent_Received,
 
        /// <remarks/>
        Address,
 
        /// <remarks/>
        Address_2,
 
        /// <remarks/>
        Post_Code,
 
        /// <remarks/>
        City,
 
        /// <remarks/>
        County,
 
        /// <remarks/>
        Country_Region_Code,
 
        /// <remarks/>
        ShowMap,
 
        /// <remarks/>
        Phone_No,
 
        /// <remarks/>
        Mobile_Phone_No,
 
        /// <remarks/>
        E_Mail,
 
        /// <remarks/>
        Fax_No,
 
        /// <remarks/>
        Home_Page,
 
        /// <remarks/>
        Correspondence_Type,
 
        /// <remarks/>
        Language_Code,
 
        /// <remarks/>
        Job_Title,
 
        /// <remarks/>
        Currency_Code,
 
        /// <remarks/>
        Territory_Code,
 
        /// <remarks/>
        VAT_Registration_No,
    }

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Hi Carlos,

 

The value should be passed as a string so you need to use the string parameter. Also you can run a couple of tests and identify which data type to use in practice.

 

Best regards,

Oscar

Hi Carlos,

 

The value should be passed as a string so you need to use the string parameter. Also you can run a couple of tests and identify which data type to use in practice.

 

Best regards,

Oscar

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