hello community,



in the Account section page, i'm trying to change the display of some timeline tiles (the Order one for example). I can hide some fields i don't need by modifiying the TimelineTileSetting data ('0ef5bd15-f3d3-4673-8af7-f2e61bc44cf0' for Order).



Fine, but if i also want to add new fields in the tile : i then added my own UsrTimelineItemViewModel and UsrTimelineItemView for that.

Then i added a corresponding TimelineTileSetting and finally changed TimelinePageSetting to make it match .

 

Unfortunately, i can't make it to work. The displayed tile keep to be the old one,

it's like the updated TimelinePageSetting is not read by the system.

No matter what i do, logging out, clear cache...

 

What am i missing, please ?

 

best regards.

Patrice

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Dear Patrice,

 

Try to follow this guide on how to add a custom object to the timeline

https://academy.creatio.com/documents/technic-sdk/7-13/timeline-tab

 

Regards,

Dean

Hello Dean,

thanks for the answer.

In my case, i use 7-17 so i went to https://academy.creatio.com/documents/technic-sdk/7-16/introduction-17



So in AccountPageV2's TimelinePageSetting, i changed the original data, from 

          {

            "entityConfigKey": "0ef5bd15-f3d3-4673-8af7-f2e61bc44cf0",

            "entitySchemaName": "Order",

            "referenceColumnName": "Account",

            "masterRecordColumnName": "Id"

          },

to

          {

            "entityConfigKey": "9843b156-452f-463c-8cb6-7e9b3e3d5499",

            "entitySchemaName": "Order",

            "referenceColumnName": "Account",

            "masterRecordColumnName": "Id"

          },



which hold my new TimelineTileSetting Id.

is it not supposed to work like that ?



am i supposed to add a whole new TimelinePageSetting for my AccountPageV2 section like described in documentation ? or can i modify the existing one ?



Regards,

Patrice

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What is the best way to restrict a user from being able to put a Case in the closed status if there are tasks associated with the case that are in the not started status?

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Dear Mitch,

 

You can set the activities on the DCM and make them required. Thus, the users will not be able to close a case.

 

Regards,

Dean

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Hi, I've used this application before and my understanding is that it should create an activity per each account that is part of the selected segmentation (account folder). 

I did so, but when I activate the process, it only creates 1 activity for just1 account. I tried several different folders, and the result is the same. Am I missing something or is this an issue? Thanks for any suggestions! 

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Diego,

 

Can you please give a bit more details on your actions? Can you please share some screenshots of the issue?

 

Thanks.

 

Dean

Thanks Dean and sorry the delay responding. Here's a link to the video https://www.dropbox.com/s/g23lwhtykzbxuy6/Visit%20Campaign.mp4?dl=0

You will see that I use a filter of 2 accounts but when I activate Campaign Visits for this filter, only the first account receives the first account "Realway" receives the activity, not the second. No matter how many accounts the filter has, it does always the same. Thank you! 

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I am using this add-on for the multi-select functionality: Multi-select text field setup for Creatio

 

Now I want to filter this multi select field by another lookup on the same page. This works fine when I'm using regular lookups and a business rule.

 

I tried to modify the example in the documentation by changing "Name" to the correct column name in my multi select lookup. Then i changed "Customer" to this.get(UsrLookup2). 

 

When lookup2 is filled in on my page and I then open the multi select one, I get no options to choose from in the selection box.

 

Does anyone know what I should change?

 

"filters": function() {
return Terrasoft.createColumnFilterWithParameter(
Terrasoft.ComparisonType.EQUAL,
"Name",
"Customer");
},

 

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Hi Community,

 

We have a section and there are few fields added to that section. To that section we have added a detail. Later, we are giving access to the section for read and editing of the fields in the section. The fields within the section is edited based on the access given to the user, if the user doesn’t have access and when the user tries to edit the field, we get insufficient access error. But, the same user is able to edit the fields in the detail. How do we restrict it, the edit of the detail should  also have the same access provided to the section.

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Hello Amritha, 



As of now the access rights for the detail should be set separately from the access rights for the section. 

In order to do so you need to find the corresponding detail in the Object permissions list and set the same operation/record permissions as you did for the section. 

Please refer to the links below for more information regarding access rights:

https://academy.creatio.com/docs/user/setup_and_administration/user_and…

https://academy.creatio.com/docs/user/setup_and_administration/user_and…

 

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Hello,

 

I've implemented some code because of the changes on the new version which is coming and do not support DB.Executor.

 

But when i'm executing my source code, the json result is dynamic : i've only the fields which are not empty.

In order to have a great code i've parse the json. So the format is correct that's a great json but I don't know how can I include empty field/value.

 

Is there somebody who can explain me how can I do in order to include all fields in the object to the json return list?

 

Thanks a lot.

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Question

Dear community,

 

I don't sure the right way to deploy a custom package on test and production environment.

I try to explain with a  sample scenario.

  1. At day 1 I export the custom package from my development environment with the filename packageDay1.zip
  2. The packageDay1.zip is installed on my test environment.

    In the App installed section  I see the packageDay1 installed.
  3. At day 4 I've a new features in the custom package which needs to be deployed on the test environment, then I export the package with the filename packageDay4.zip.
  4. Do I should uninstall the previous package ?

    I tried to install the new packageDay4.zip and in the App Installed section I see 2 package installed, the packageDay1 and the packageDay

Is it the right way?

 

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That is typically how it is done, you just reinstall the package - not uninstall first. When you install a package from a zip file it does duplicate it in the installed applications list, not sure why it does that, but it's nothing to worry about. You can see in the configuration it will still just list the package itself once.

Ryan Farley,

Thank you Ryan,

Your help is appreciate.

Do you suggest to maintain the same package zip filename?

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How would I go about summing the costs of related attendee (table) price field for an order and then place that total back into the custom Order->AttendeePrice field. Then additionally sum Order->Total + Order->AttendeePrice into the custom field, Order->GrandTotal?

This would be similar to the Out-of-Box sum of the product sales price for an order where it places the total in the Order->Total field and manages the product total as items are added, edited, or deleted.

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Dear Dick,

 

Thank you for your question!

 

The best solution for this would be using a Business Process with parameters.

 

Hope this helps!

 

Regards,



Danyil

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Dear community

In the account section I need to show a link to a connected contact with a specific role.

I added a virtual column and using the following link How to make an URL String field into a clickable hyperlink | Community Creatio,

I convert it to a hyperlink.

In the onEntityInitialized page event I get the contact to show in the hyperlink.

The problem is that onEntityInitialized is raised after the virtual column has been converted to hyperlink, so the hyperlink does not show the desired data.

What do you suggest me?

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Dear community,

I found the solution, I followed Kirill Krylov's suggestion in the following post Select datasource for custom lookup control | Community Creatio.

 

Thank you Kirill!

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Hello. I'm working with the Multiple choice field setup for Creatio (https://marketplace.creatio.com/app/multiple-choice-field-setup-creatio) add-on but I'm not getting it to save the selected values.

 

I've followed the guide here: https://marketplace.creatio.com/sites/marketplace/files/app-guide/Multi…

 

I have the Lookup object that I select. I have the link table (which is equivolent to ActivityParticipant which is used in the guide-example)

 

I get the values correctly on the page, and they are selectable. But nothing is saved to the database when i Save the record

 

Object: Contact

Lookup: ChessInterest

Link-object: ChessContactInterest

define("ContactPageV2", ["MultiChoiceMixin"], function() {
	return {
      entitySchemaName: "Contact",
      attributes: {
        "ChessInterests": {"dataValueType": Terrasoft.DataValueType.LOOKUP}
      },
      mixins: {MultiChoiceMixin: "Terrasoft.MultiChoiceMixin"},
      modules: /**SCHEMA_MODULES*/{}/**SCHEMA_MODULES*/,
		}
 
...
methods: {
		init: function() {
          this.callParent(arguments);
          this.mixins.MultiChoiceMixin.init.call(this, arguments);
        },
        getMultiChoiceEntitiesConfig: function () {
          const items = {
            ChessInterests: {
              mainEntitySchemaName: "ChessContactInterest",
              mainColumnName: "Contact",
              relatedEntitySchemaName: "ChessInterest",
              relatedColumnName: "ChessInterest"
            }
          };
          return items;
        }
      },
 
...
 
      diff: /**SCHEMA_DIFF*/[
			{
				"operation": "insert",
				"name": "ChessInterests",
				"values": {
					"className": "Terrasoft.MultiChoiceCombobox",
					"bindTo": "ChessInterests",
					"dataValueType": 11,
					"layout": {
						"colSpan": 12,
						"rowSpan": 1,
						"column": 0,
						"row": 5
					},
					"labelConfig": {
						"caption": "Select interests"
					}
				},
				"parentName": "Header",
				"propertyName": "items",
				"index": 0
			},
}



 

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Fixed it with another one. Last one was wrong

              mainEntitySchemaName: "ChessContactInterest",
              mainColumnName: "ChessContact",
              relatedEntitySchemaName: "ChessInterest",
              relatedColumnName: "ChessInterest"

Explanation as I understand it:

mainEntitySchemaName: "My Link Table",
mainColumnName: "Property in Link table matching current record Id (In my case ContactId)", 
relatedEntitySchemaName: "Object to select", 
relatedColumnName: "Objects column name in Link table"

Bumping this

Hi Julius,

 

I recommend double-checking the following parameters: mainEntitySchemaName, mainColumnName, and relatedColumnName. They all are responsible for data storage.

 

Also, could you please provide a screenshot of the settings for the 'ChessContactInterest' object with added fields? This would help investigate the issue further.

Alexander Demidov,

Alexander Demidov,

I managed to solve it.

        getMultiChoiceEntitiesConfig: function () {
          const items = {
            ChessInterests: {
              mainEntitySchemaName: "ChessContactInterest",
              mainColumnName: "ChessContact",
              relatedEntitySchemaName: "ChessContactInterest",
              relatedColumnName: "ChessInterest"
            }
          };

Now my next issue is that I don't have a Displayed Value on my link-object (ChessContactInterestChess). I can't select one in the drop-down

Fixed it with another one. Last one was wrong

              mainEntitySchemaName: "ChessContactInterest",
              mainColumnName: "ChessContact",
              relatedEntitySchemaName: "ChessInterest",
              relatedColumnName: "ChessInterest"

Explanation as I understand it:

mainEntitySchemaName: "My Link Table",
mainColumnName: "Property in Link table matching current record Id (In my case ContactId)", 
relatedEntitySchemaName: "Object to select", 
relatedColumnName: "Objects column name in Link table"

Hi Julius,

 

It's great to hear that you resolved these issues! We will add your findings to the app description to help streamline the field setup.

Hi,

I get this problem too, that values are not being saved.

I checked the above elements and they are good!

What else can cause that issue?

 

I managed to solve it.

I deleted the name field that was automatically created when I create the object through the detail wizard. It's required and probably that couldn't be save missing that field.

Hello. I'm working with the Multiple choice field setup for Creatio (https://marketplace.creatio.com/app/multiple-choice-field-setup-creatio) add-on but I'm not getting it to save the selected values.

I've followed the guide here: https://marketplace.creatio.com/sites/marketplace/files/app-guide/Multi…

I get the values correctly on the page, and they are selectable. But nothing is saved to the database when i Save the record

Object: UsrContactLabels

Lookup: UsrLabels

Link-object: UsrContact

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