In a custom business process, we need to add/edit "Opportunity product" records using "Open edit page", but OpportunityProductPageV2 is not shown as an option for the "Which page to open?" question.
The [Open edit page] process element only opens the standard section pages, like the opportunity record page. "OpportunityProductPageV2" is considered a custom page, therefore only the [Pre-configured page] process element can open it.
That said, the "OpportunityProductPageV2" includes an [Opportunity] field users cannot fill out, therefore you might want to consider creating a similar page from scratch using the [Auto-generated page] element instead.
You can learn more about the [Pre-configured page] and [Auto-generated page] elements here:
The [Open edit page] process element only opens the standard section pages, like the opportunity record page. "OpportunityProductPageV2" is considered a custom page, therefore only the [Pre-configured page] process element can open it.
That said, the "OpportunityProductPageV2" includes an [Opportunity] field users cannot fill out, therefore you might want to consider creating a similar page from scratch using the [Auto-generated page] element instead.
You can learn more about the [Pre-configured page] and [Auto-generated page] elements here:
How can I move the existing functional role under another existing functional role.
Based on the below, currently CC agent and CC Base are on the same level, now I wanted to put CC agent under CC Base. It is possible to that if we are adding a new role, but for existing one how can I do that? I do not want to delete a Role and re-create it since there are already lots of users configured under that role.
At the moment, there is no such functionality due to the out-of-the-box logic, as far as changes of the parent role in this way can cause various errors during actualization of roles. So as for now changing of roles on the code level is too risky and demands changes in core.
We have informed our R&D department about this case so they could consider enhancing the following functionality in the upcoming releases.
I'm trying to add data from landing page with FirstName and LastName. I saw a good tutorial on the community but it is not working for me.
First I checked the event for LeadSaving
Second, I added the an Event Sub Process base on the tutorial I was following.
Then when I'm either adding new or editing exiting Lead, it doesn't save and throws error on UpdateQuery network request with no proper error message (502).
In-built Creatio functionality allows integrating with Telegram and Facebook chats and the procedure is described here (I believe you used this article to integrate with Telegram in your case). You will need to study the implementation of the Telegram integration in the system (server code part, not the Creatio UI part) and check if the API of your site chat allows integrating it with 3rd party services.
Unfrotuantely there are no tutorials on the Academy on this particular topic since this is a server-side development using API services.
As for introducing the new tag - I will ask our community team to add one.
No, the endpoint where you chat logic is stored should be available for the cloud-based apps. If it has no firewalls and can send\receive requests\responses from the Internet then there is no difference if the app is located in the cloud or locally.
On my application I've used the Aspose.PDF connector plugin for Creatio! Then, I created a new printable and set the "Convert to PDF" property true, as you can see in the image below.
After that, I create a new process in which I am using the plugin process element (Save printable) and in that element I set the parameter "Conver to PDF" to true but the attachment is always saved as a .docx file, regardless of setting of the parameter "Convert to PDF" be true or false.
Can you help me solving this issue and explain me why the document saved in the attachments is always in .docx format?
I apologize for the delay. The [Save printable] element was developed when both .docx and .pdf formats were available out-of-the-box. As such, the "Convert to PDF" parameter is not compatible with the Aspose connector for Creatio. The team in charge does not plan to update this feature in the add-on.
However, note that Creatio released the [Process file] business process element to generate custom MS Word or Fast Report reports in version 7.17.2.
I have a requirement for adding feed notification based on particular action in a section, say marking a record inactive by making a boolean true. Once the record is inactive, the record related information and its connected Account should be posted in feed message in the below format,
The record connected to is inactive.
Screenshots added for better clarity.
Right now I am getting only the id of the record instead of the record with Hyperlink.
The record 5320276a-20a5-4396-b2fe-401da61a2a08 connected to 4d77085b-362d-4eb1-a120-cb32abb86f01 is inactive.
I would suggest to create a separate process parameter and add Formula element for a link and refer to that parameter from the Add element from your screenshot.
In order to do so, create a new process parameter "Contact record link" for example, then add Formula element as on the attached screenshot, "094718-crm-bundle.creatio.com" should be replaced with your site name, and as well, take into account to which section/page you are referring.
Once done, you can simply refer to "Contact record link" parameter.
Thanks for the detailed reply. I implemented a similar thing as follows (screenshots attached)
Step 1
I added a system setting for the link so that we can change it based on the env we install the package.
Step 2 :
Used the system setting in formula element in BP to assign it to a parameter.
Step 3:
Got the below output.
I would like to see a more user friendly readable format, something like Interaction Name in the link instead of the entire link being shown to the user!
As of now, it's pretty much the only way to display the link in the feed using basic system functionality. There could be other variants, however they will require implementation by code.
I have a possible business case with the request of restricting access to Account Records with the Type of Vendor. The idea being that members of the Sales Role do not see these records at all in the Accounts Section. Does anyone have thoughts on this or have done something like this before?
This article has a similar example process that changes access rights based own the owner field. You'd do something similar where you'd trigger the process off a change in the type field and then set access rights of the record accordingly. https://academy.creatio.com/docs/user/bpm_tools/bpm_process_examples/ho…
Basically, you'll use the Change Access Rights process element to set the access rights for the record based on the account type. For accounts with type=Vendor, you could either (1) remove all current access rights then grant access rights for some specific role or (2) restrict access rights for the sales role specifically based on the type value.
We want to disable the ability to use the "New" City/State option in the City/State lookup fields of an address. What is the best way to accomplish this?
This button is displayed if the Lookup has an edit page. If we are talking about a selection card from a lookup, the "getSelectionControlsConfig" method in the "LookupPageViewGenerator" schema is responsible for loading the list of edit pages.
There is no instruction, but the "BaseLookupPageV2" schema is responsible for this page \ window, the "Add" button name is: "SeparateModeAddRecordButton", the "ActionsButton" - it's action button. You can replace and customize the visibility of these buttons as you need.
P.S. If you have an option to hide it without using code, I'm suggesting you to do it, just by changing "Lookup view" from "Selection window" to "List" and there will be no option to add "New" City/State. (Example attached below)
The best way to accomplish the restrictions to add new records to a lookup without development would be to update the Object Permissions.
Navigate to the [Object Permissions], find there the required lookup, and disable the "Create" option for "All employees" (or for a different group if you are using them):
And save. Make sure to "Update the record permissions" in the Action drop-down menu.
Thank you for the suggestion! Due to some complex security setup in the system, we are considering using code disable/hide the "NEW" option on the lookup. Is there a way to do this?
This button is displayed if the Lookup has an edit page. If we are talking about a selection card from a lookup, the "getSelectionControlsConfig" method in the "LookupPageViewGenerator" schema is responsible for loading the list of edit pages.
There is no instruction, but the "BaseLookupPageV2" schema is responsible for this page \ window, the "Add" button name is: "SeparateModeAddRecordButton", the "ActionsButton" - it's action button. You can replace and customize the visibility of these buttons as you need.
P.S. If you have an option to hide it without using code, I'm suggesting you to do it, just by changing "Lookup view" from "Selection window" to "List" and there will be no option to add "New" City/State. (Example attached below)
Hope this helps!
