The checkbox means that this measuring unit is default one and equals 1 for this product. Here is example, I have 1 bottle of water, its default unit = 1. Now I have a package that has 10 bottles, so 10 default units.
As the result this detail settings would look as this:
This is important during sales. When a customer orders 1 package of bottles, we know that we have 10 units and the price is going to be 10*price.
This is main idea of this detail.
This logic can be changed in ProductUnitPageV2 schema by replacing the method isBaseChange
When I create a new account, I would like to create an organizational role with the same name as the account. Later, when linking contacts to the account, I would like to add them to that role. I want to do this in business processes, presumably in User Tasks. Can you point me to relevant classes/api's?
If I understood your task correctly you can reach your goal by using the Business Process. To add the organizational role via a business process please create a process that could contain the "Add data" process element with the following parameters:
As a result the organizational role will be created:
About the second part of the question: you can do this with the "Add data" element as well by adding data to "User in roles" object with columns "User" populated as an ID of the user (Reading data from the object "User in roles") and "Role" populated as an ID of the role ('Reading data' also from the object "User in roles"). Also you can try to use [SysAdminUnit] table. It contains Users, Roles and Contact references.
Thanks, this looks like it will do what I need. One question. You set the value of Type = 1 for the System Admin Unit. Are the possible values documented anywhere?
One additional question. The purpose of this application is to provision a new customer and its users. The last step I would like to do is grant licenses to the newly created users. Is that possible?
However when creating a zap between LinkedIn and Creatio, only some Creatio fields are visible. - We cannot see / connect in Zapier to all the fields we know are in fact within Creatio.
Example:
In Creatio we have a name field. We can see this in Zapier
In Creatio, we have social media field. However we cannot see this connection in Zapier
How can we alter the Zappier connection to see all fields we have in Creatio?
The Zapier connector only lets you integrate out-of-the-box fields of Accounts and Contacts sections. The 'Social media' field is not available in base Creatio products.
Is there any work around. All we want to do is to have a field to
1) categorise the lead, Facebook, LinkedIn etc. for easy filtering and reporting in Creatio
2) have a field capture a profile
Two fields. Currently Zapier ONLY lets us-name, job title, phone, email, notes and account. (notes is already used). I am sure there are more out of box fields, but Zapier is not letting us see these. see Any suggestions?
What I have done is create my own webhook. I wire up the webhook as the receiver of the zap in Zapier and the webhook uses OData to pass the data along to Creatio. It's a pain, especially since you have the host the webhook somewhere, but at least you can make it work with any object & columns in Creatio.
Hi Ivan, Its a great connector, as feedback for development it will certainly be significant help to the connector 'connect' to more than name, email, phone and notes etc. Personally, I propose the connector, connects in addition =>, 'lead source', from out of the box OR can see and identify the customer created fields. Any further fields that allows easy filtering. Thanks for help.
This is to inform you that the Creatio Marketplace has a new version of the Zapier connector. This updated connector provides the ability to create workflows with any columns of Creatio sections and details.
Earlier versions of Creatio had just a few steps to configure mailbox. The 7.17 version (dev environment, Postgres DB) throws an error about system setting "ExchangeListenerServiceUri". Could any of you shed light on the benefits of this new process? Is it only in 7.17 version or all versions will have the same process of adding mailbox?
How do we configure a simple Gmail Id or Outlook Id ?
The Exchange Listener synchronization service synchronizes Creatio with MS Exchange and IMAP/SMTP mail services. Starting from the 7.16.0 version it is necessary to deploy the Exchange Listener synchronization service for the local websites. Starting from the 7.17.2 version the old synchronization method was fully removed. Please, find the deployment guide in the Exchange Listener synchronization service Academy article.
"responseText": "{\"responseStatus\":{\"ErrorCode\":\"RequiredColumnsEmptyValuesException\",\"Message\":\"Title, Account, Country fields are required.\",\"Errors\":[]},\"rowsAffected\":-1,\"nextPrcElReady\":false,\"success\":false}",
Hi Team, Require a clarification on the API key related to OCR.Space . Should the API key be unique for every instance (cloud/on-site) that we test in mobile for using the business card scanner app?
The API key should not necessarily be unique. However, we recommend using a different API key instead of the default value. If you use the default API key, the number of sessions to the OCR.Space service will be limited.
Hi Ivan, Can you please provide an update on this ticket? Its of high priority, has been open for more than a week and we require this for one for clients.
You added required contact fields which is why it is not possible to create a contact without filling out those fields. The error description includes the list of these fields: "Title, Account, Country fields are required". You should make those fields optional on the database level to resolve this issue.
Lets imagine you are using Contacts section and you have Lookup "Type" of your contact. Here you have some values of this Lookup like "Contact person", "Customer", "Employee", "Supplier". And you picked value "Employee" for your contact.
Then in order this Lookup to be visible with "activeRow" you should go to View page and add the Lookup "Type" to fields which will be displayed.
After this changes you will see the your Lookup on the registry page with selected value (Type, "Employee") like on the example above.
So therefore you will be able to get the value of chosen Lookup(which is already added on the selected record).
If you debug this code in your browser you can see that value of needed Lookup is visible and you can take it for your further actions. Example below:
Please make sure that you added this Lookup on the registry page and choose the value for it, because otherwise it won't be visible and you will not be able to take this value(pic.2).
I need to run a process when create a new record, in this case invoke it from onEntityInitialized method just in case is a new record or a copy from another (this.isAddMode() || this.isCopyMode())
But don't know how to call a process from there, and how to pass parameters, is it possible?
You can use this article as a reference on how to trigger the process from the client and pass process parameters to the process.
As for calling the process upon creating a new record - onEntityInitialized is not a good choice here since the process call will be triggered once the page is loaded for adding a new record, but not once all the data on the page is specified and the record should be saved. In our case it's better to use save function and overwrite its logic. For example in a following manner:
1) We have a UsrTestJSON object which is a section in the system and has UsrTestJSON1Page as an edit page.
2) UsrTestJSON object has following columns:
UsrTransType - Text (250 characters) data type column
UsrPolicyNumber - Text (500 characters) data type column
UsrTransTime - Time data type column
UsrTransDate - Date data type column
3) We need to call the custom process called "Test JSON page process" with the following schema once the record is saved upon creation:
Please note that the process code is Process_20340ad and the process parameter codes should be the same as process parameter names (as an example please see UsrTransType parameter declaration).
4) Add the following code to the UsrTestJSON1Page schema:
usrTransType, usrPolicyNumber, usrTransDate and usrTransTime variables are received from the page before saving the record (using this.get method).
So you need to develop the logic similar to described above using your own object, process and page schema. As a result the process will return the data specified when creating a new record:
You can use this article as a reference on how to trigger the process from the client and pass process parameters to the process.
As for calling the process upon creating a new record - onEntityInitialized is not a good choice here since the process call will be triggered once the page is loaded for adding a new record, but not once all the data on the page is specified and the record should be saved. In our case it's better to use save function and overwrite its logic. For example in a following manner:
1) We have a UsrTestJSON object which is a section in the system and has UsrTestJSON1Page as an edit page.
2) UsrTestJSON object has following columns:
UsrTransType - Text (250 characters) data type column
UsrPolicyNumber - Text (500 characters) data type column
UsrTransTime - Time data type column
UsrTransDate - Date data type column
3) We need to call the custom process called "Test JSON page process" with the following schema once the record is saved upon creation:
Please note that the process code is Process_20340ad and the process parameter codes should be the same as process parameter names (as an example please see UsrTransType parameter declaration).
4) Add the following code to the UsrTestJSON1Page schema:
usrTransType, usrPolicyNumber, usrTransDate and usrTransTime variables are received from the page before saving the record (using this.get method).
So you need to develop the logic similar to described above using your own object, process and page schema. As a result the process will return the data specified when creating a new record:
You can trigger a business process from Client JS code using the ProcessModuleUtilities module. You can inject it as a dependency in a Client schema and call the executeProcess(args) method to call a business process. Business process parameters can be set in the parameters attribute inside the argument you pass to the executeProcess method. Request you to go through this academy link for more information.
If your use case is to trigger a business process 'after' a new record is created, there are a few ways of doing it. You could use the 'Record created' trigger in the Business process designer. Or you can also choose to do it from the service side by listening to entity events on the specific section/object. You can get more details in this academy link.
There is no place to see that in Creatio. But you can use SQL script that shows the size of all tables in the database, so you can see the size of AccoutnFile, ContactFile, OpportunityFile tables and so on.
SELECT
t.Name AS TableName,
s.Name AS SchemaName,
p.Rows AS RowCounts,
SUM(a.total_pages) * 8 AS TotalSpaceKB,
SUM(a.used_pages) * 8 AS UsedSpaceKB,
(SUM(a.total_pages) - SUM(a.used_pages)) * 8 AS UnusedSpaceKB
FROM
sys.tables t
INNER JOIN sys.indexes i ON t.object_id = i.object_id
INNER JOIN sys.partitions p ON i.object_id = p.object_id AND i.index_id = p.index_id
INNER JOIN sys.allocation_units a ON p.partition_id = a.container_id
LEFT OUTER JOIN sys.schemas s ON t.schema_id = s.schema_id
This is important during sales. When a customer orders 1 package of bottles, we know that we have 10 units and the price is going to be 10*price.
