Hello!

 

I am trying to make a boolean field editable based on  another boolean.

Can anyone provide me a code format of business rules for mobile and correct file where to put them.

 

Thanks.

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Hello,

 

You need to create a separate module and then add it to the mobile application manifest (PagesExtensions property of the object model) as described here or here. In this community post, I've provided an example of a business rule that activates a field based on conditions.

 

Best regards,

Oscar

Thanks Oscar,

 

I have got it working.

Hello,

 

I also applied same business rule for a string which needs to be permanently read-only in Order section. So, I have put in the condition column Total amount as negative which will never be true. But, this is not working in mobile.

I have attached that business rule below. I have added this module in the page extensions of Order section also.

 

Terrasoft.sdk.Model.addBusinessRule("Order", {

    ruleType: Terrasoft.RuleTypes.Activation,

    events: [Terrasoft.BusinessRuleEvents.Load, Terrasoft.BusinessRuleEvents.ValueChanged],

    triggeredByColumns: ["JFLOrderOneOffTotal" ],

    conditionalColumns: [

       

      {name: "JFLOrderOneOffTotal", value: "-1.00"} 

    ],

    dependentColumnNames: ["JFLPaymentMandateLink"]

});

 

I want to make "JFLPaymentMandateLink" field read only.

 

Hoping for an early reply.

 

malay garg,

 

Hello,

 

You need to install the emulator to debug the logic (can be found here). You need to check which value if passed for the JFLOrderOneOffTotal column and if the rule is triggered. Also you will need to recycle the application pool after creating a new rule and adding it to the page extensions in the manifest.

 

Best regards,

Oscar

Oscar Dylan,

 

Thanks for the information.

I am looking for a logic to make a Date, String, Integer field read only in mobile.

The column JFLOrderOneOffTotal was chosen because it can never be negative in my implementation, so the affected field would be always read only. 

But, as this is not working , can you please suggest me proper logic to make these fields read only always.

Hoping for an early reply.

 

Regards,

 

Malay.

 

Malay,

 

You are welcome!

 

Yes, you can do it! See the example of my business rule below:

Terrasoft.sdk.Model.addBusinessRule("Account", {
    ruleType: Terrasoft.RuleTypes.Activation,
    events: [Terrasoft.BusinessRuleEvents.Load, Terrasoft.BusinessRuleEvents.ValueChanged],
    triggeredByColumns: ["UsrInteger"],
    conditionalColumns: [
        {name: "UsrInteger", value: 1}
    ],
    dependentColumnNames: ["UsrWaranty","UsrDate","UsrDelivery"]
});

Please note that the business rule name should be the same as the object for which the rule is created (not the module name, but the rule name ("Account" in my case, one of the arguments for the Terrasoft.sdk.Model.addBusinessRule method)). The module itself can have any name you want (in my case it is "UsrAccountReadOnly" that was then added to the manifest:

).

 

As a result all three columns became read-only: UsrWaranty - integer column, "UsrDate" - date column and "UsrDelivery" - string column:

The condition is that columns become unlocked when the UsrInteger column value is 1. Once this rule was created and the application pool restarted and relogin to the mobile app executed the rule started to work as expected. So you need to double-check your rule.

 

Best regards,

Oscar

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Hi Community,

I've this situation where I need to get the value from a section quick filter and use it on another filter. For example, I've two quick filters one for the Accounts and other for Contacts. I want to filter the Contact Filter values based on the Account I've selected.

In other words, if the Account is "Teste1", my Contact Filter should return all the Contacts that belong to the "Teste1" Account.

 

Any sugestion on how to achieve this?

 

Thanks in Advance.

 

Best Regards,

Pedro Pinheiro

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Hi Pedro,

 

The logic of the drop-down list forming in the quick filter is stored in the CustomFilterViewModelV2 model inside the getLookupValueColumnList function. Your question cannot be solved easily since there is a need to override the module method logic completely and it's not recommended to do. I will create a problem for our R&D team so they could develop the logic of filtering the drop-down result of one filter condition based on the value of another filter condition.

 

Thank you for the idea and helping us in making the application better!

 

Best regards,

Oscar

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HI,

Currently I have my Creatio set up to use an individual's person mailbox for sending system emails e.g. the Mailbox for sending email with information on approval. This causes issues, as this persons mailbox gets filled up with sent items which are not appropriate.

 

We use Office 365 for mail and therefore I wanted to set up a distribution group mailbox (no license consumption) for no-reply@ or creatio.notification@ and use this, but when trying to add the mailbox to Creatio, I need a valid password, for which this account does not have. I obviously can use the Group Delegation feature to allow a Send As account, but again am unsure how I can configure this in Creatio.

 

Any help is appreciated.

 

thanks

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Dear Mark,

 

For now, distribution group mailboxes are not supported on our platform. I will ask our developers to take into consideration your post and add this functionality in future releases. 

 

Best regards,

Angela

Angela Reyes,

Hi Angela

 

Firstly, thank you for your reply.

 

Are you able to provide guidance on the method to utilise an O365 non-user account as the email account used to send such notification mails? It is really annoying for a user to see so many 'system' mails in their Sent items, when this is something a service account should be configured to use. 

 

Obviously I would rather not pay for an O365 license just for this function.

Mark Roberts,

For now, we can only suggest using a shared mailbox for such emails or use an additional mailbox. 

 

Best regards,

Angela

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How to add campaign lookup in Activity ?

 

Connected to detail on Activities  is a system object which doesn't open detail wizard. 

 

 

 

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Dear Shailey,



We have replied to you on this matter within the created support case - Case 0974458: Campaign lookup not available in Activities section.

The issue was in package dependencies and as we changed your current package to the base one, everything was displayed correctly.



Best Regards,

Ivanna.

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Dear community,

 

I've installed the "Change log for Creatio" addon from marketplace.

I tried to configure it on Account entity, but when I try to configure the columns in the logging schema page no columns are showed, for other sections it works.

In the past I've enabled the standard change log feature for the account entity.

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Hello Stefano, 

The logging works for the other sections, so the issue can be in scheme columns. Can you please tell are there any errors in browser console?

 

Best regards

Samarasoft

Dear Nugmanov

after restart of my pc the problem is solved.

 

Is it possible to import change log data ?

Dear Stefano,

 

Import and export of change log data is supported by the standard functionality without advanced parameters.

 

 

Best regards

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Hello colleagues,

 

Somebody using this app? 

 

First of all understand if it works with FastReport printables, ad if the case:

 

Could you share, please some tips to populate the parameters? With the documentation provide I have doubt's and, of course, getting errors using it on those parameters specifically:

 

  • In the case of FastReport, "Convert to PDF" which value must have?
  • "File object" is an input parameter or here I get the Id of created attachment? If not which "File object" Id must I provide here?
  • "Master Column name" is a text, any text? Which is the purpose of this parameter?
  • "Master column value", I understand is the Id of the record where we want to attach the report on File & Links, for example to an Email, ActivityId?
  • "Record ID for printable" in the case of an Account printable (for example), the Id of the account from which we need the report?

Thank you very much for your help

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Hi Julio,

 

 

This app only supports .docx printables, therefore the 'Convert to PDF' parameter must always be 'False'.

 

Here is how the correctly set up element should look like:

No description available.

 

 

Thank you for your questions. We will mention that the app only supports .docx printables in its description.

Thanks Ivan, the image looks broken, could you upload again, please?

Ivan Leontiev,

Is also there any way to a new release that consider FastReport reports?

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Dear community,

 

We have set an approval for our invoices. Our users get a notification to approve or reject an invoice. While using the notification center we noticed that the notifications are quite limited in information.

 

Question: How do we show more info in the notifications like contact name or invoice amount?

Now: https://prnt.sc/10jjew0

Idea: https://prnt.sc/10jjga5

 

 

Kind regards,

Yosef

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Hello Yosef,

 

First of all you will need to create a custom container that could contain all the needed information (this should be added to the replaced VisaNotificationsSchema view model and the example below is for cases):

[
            {
					"operation": "insert",
					"name": "NotificationItemCustomContainer",
					"parentName": "NotificationItemTopContainer",
					"propertyName": "items",
					"values": {
						"itemType": Terrasoft.ViewItemType.CONTAINER,
						"items": []
					}
				},
              {
					"operation": "insert",
					"name": "NotificationContactAdditionalInfo",
					"parentName": "NotificationItemCustomContainer",
					"propertyName": "items",
					"values": {
						"itemType": Terrasoft.ViewItemType.LABEL,
						"caption": {"bindTo": "getCustomContainerContent"},
						"visible": {bindTo: "getContentSchema"}
					}
				},
 
            ]

Then you will need to control the visibility of this container based on which schema does the visa notification represent:

getContentSchema: function(){
				var entityName = this.get("SchemaName");
                if (entityName=="Case"){
					return true;
                } else {
					return false;
                }
              },

And finally the most difficult task is to populate needed fields with proper values. The problem here is that the table that is called upon displaying visa notifications is "UsrCaseVisa" and it doesn't contain information on case contact or account and so on so you will need to create some additional logic that will also get data from the case that is related to the visa.

 

Best regards,

Oscar

Oscar Dylan,

 

thank you, we will try this out.

 

 

Kind regards,

Yosef

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Hello Colleagues,

 

In a process I need to publish some articles or info regarding some specific contacts in Customers. Those are specifically to one contact in the account.

 

I get the contact id, but don't know how to get the id of the user that belongs this contact to could add permissions to the article in the knowledge base,

 

Some ideas, please?

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Dear Julio,

 

In general - it is not possible. Theoretically you can read the system administration object and get the contact id. Anyway that will not help since the processes do not work with table that stores users due to security reasons. 

Instead you can use the change rights element and grant the rights for employee. It allows to work with user contacts. The rights are assigned to the users through their contacts, so you can select the required contact and assign the necessary rights. 

 

Regards,

Dean

Dean Parrett,

Thanks Dean,

 

it's possible, I did it, see here https://prnt.sc/10j4kvf

 

With the "contactID" you read on "System users (view)" where Contact = contactID, in the result record the Id is the "user Id" you can use later to assign permission to read the article.

 

I understand what you expose, but I check it and works fine, I check the permissions in the article and are as I need, also the user connect to portal and can read the article

 

Thanks again

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Is this add-on no longer available, no longer functioning? We used this add-on from the marketplace called "SmartCloud Connect for bpm'online" for the last few years. It was free and it was great as it functioned to send 1 specific email to Creatio from a user's outlook mailbox instead of syncing all emails. Now we started seeing this error just this week:

 

I see there are 2 other outlook add-ons that are paid subscriptions, does anyone use those and enjoy them?

 

Our concerns with syncing all emails using Creatio's standard email sync feature is that unwanted emails will get synced and be visible to other users, for example a manager discussing pay or status of an employee in an email and other users seeing that once it syncs to Creatio. Is Creatio working on any enhancements so using their standard outlook sync service so that users can have more specific control on which emails they sync?

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Hi, Mitch

 

This add-on was removed from Creatio Marketplace since it is no longer supported by the developer.

 

We indeed published two new Outlook add-ons in the meantime. If you are interested in their functionality, you can request a live demo.

Ivan Leontiev,

What are the two new Outlook add-ons? Just to confirm, are you referring to the Kewl Outlook Connector and bglobal Outlook add-on?

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Hello,

 

I am trying to get a link in Activity section to redirect to Order section directly by tapping on it. I have attached a screenshot ahead.

 

Please let me know how to implement this.

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Hello Malay,

 

Please open the mobile application wizard and simply add the "Orders" section to it:

And relogin to the mobile app.

 

Best regards,

Oscar

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