There are 2 types of Partnership parameters - Target and Current. I've asked about the current value. I don't understand what is current value indicator and if it is calculated somehow....
I know that points are connected with level but for example from the lookup Level partnership parameters - level 1 - annual revenue value decimal 10 000 - value 50 (and the score is 60 - don't know what's this filed means). Does it mean that the partner gets 50 points when his revenue achieves 10 000?
The current score chart display values like 8, 23, 46 - is it a sum of
Value (integer) set for proper level from lookup Level partnership parameters?
Current value means the amount of current "values". For example amount of current leads shows how many satisfied leads the partner has.
Yes, Level partnership parameters work like this. When the partner reaches the value specified in the Partner Param Category he receives a score specified in the score value. Each level requires a specific amount of score which is summed from all actions partner did.
I have successfully added a detailed summary (average of opportunity amount) on the 'Opportunities' detail in the 'Accounts' section. The detail works as usual.
Please specify your case in more detail, especially what summary for what detail you tried to set up, what Creatio product and version you work with, and what culture is set.
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.
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.
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.
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.
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.
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!
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.
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.
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.
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.
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?
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?
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):
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"){returntrue;}else{returnfalse;}},
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.
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,
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.
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
.
