Hello!

 

I am trying to get the date field updated for multiple records using a custom Action.

I have referred to this article for it: Change of the field value of multiple records using custom action | Community Creatio

 

I have successfully created a pop up but, the update is not reflecting in the selected records.

I have also attached the screenshot of it and the code that I have used.

 

The code that I have used:

 



                getSectionActions: function() {

                  actionMenuItems.addItem(this.getButtonMenuItem({

                        "Caption": {bindTo: "Resources.Strings.MultiplyChangeAction"},

                        "Click": {bindTo: "showDateInfo"},

                        "Enabled": {bindTo: "isCustomActionEnabled"}

                    }));

                    // Returning of the added section action collection.

                    return actionMenuItems;

                },

             

              showDateInfo: function() {

                Terrasoft.utils.inputBox("Set Visit Date for update", function(result, arg) {

                        if (result === Terrasoft.MessageBoxButtons.YES.returnCode) {

                            var date = arg.date.value;

                         

                            var autoIds = this.getSelectedItems();

                            this.updateDate(function(context, result) {

                            }, autoIds, date);

 

                        }

                    }, [{

                        className: "Terrasoft.Button",

                        caption: "OK",

                        returnCode: "yes"

                    }, "cancel"], this,

                    {

               

                        date: {

                            dataValueType: Terrasoft.DataValueType.DATE,

                            caption: "Visit Date",

                            customConfig: {

                                className: "Terrasoft.DateEdit",

                                height: "17px"

                            }

                       

                    },          

                    },

                                         

                    {

                        defaultButton: 0,

                        style:  {

                            borderStyle: "ts-messagebox-border-style-blue ts-messagebox-border-no-header",

                            buttonStyle: "blue"

                        }

                    }

                );

            },

              updateDate: function(callback, autoIds, date) {

                        var update = Ext.create("Terrasoft.UpdateQuery", {

                            rootSchemaName: "JFLFieldSales"

                        });

                        var filters = Terrasoft.createFilterGroup();

                        filters.logicalOperation = Terrasoft.LogicalOperatorType.OR;

                        autoIds.forEach(function(item) {

                            var productIdFilter = update.createColumnFilterWithParameter(Terrasoft.ComparisonType.EQUAL,

                            "Id", item);

                            filters.add("ProductIdFilter" + item, productIdFilter);

                        }, this);

                        update.filters.add(filters);

                        if (date) {

                            update.setParameterValue("JFLAssignmentDate", date, Terrasoft.DataValueType.Date);

                        //  update.setParameterValue("JFLAssignmentDate", time, Terrasoft.DataValueType.Date);

                        }

                        

                        update.execute(function(result) {

                            callback.call(this, result);

                        }, this);

              }

            }

        };

    });

 

 

 

I have also attached full code of the schema as a file.

 

Also, please let me know if I can update the time also as the field in the record is of type DATE_TIME.

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Hello Malay,

 

To update the date a little customization is needed. Here is an example of my update function:

updateAccount: function(callback, autoIds, valueWarranty, valueDelivery, valueDate) {
                        var update = Ext.create("Terrasoft.UpdateQuery", {
                            rootSchemaName: "Account"
                        });
                        var filters = Terrasoft.createFilterGroup();
                        filters.logicalOperation = Terrasoft.LogicalOperatorType.OR;
                        autoIds.forEach(function(item) {
                            var accountFIlter = update.createColumnFilterWithParameter(Terrasoft.ComparisonType.EQUAL,
                            "Id", item);
                            filters.add("ProductIdFilter" + item, accountFIlter);
                        }, this);
                        update.filters.add(filters);
                        if (valueWarranty) {
                            update.setParameterValue("UsrWaranty", valueWarranty, Terrasoft.DataValueType.TEXT);
                        }
                        if (valueDelivery) {
                            update.setParameterValue("UsrDelivery", valueDelivery, Terrasoft.DataValueType.TEXT);
                        }
            			if (valueDate) {
                          	valueDate="\""+valueDate+"T00:00:00.000"+"\"";
                            update.setParameterValue("UsrDate", valueDate, Terrasoft.DataValueType.DATE);
                        }
                        update.execute(function(result) {
                            callback.call(this, result);
                        }, this);
                    }

The main idea here is in this string:

valueDate="\""+valueDate+"T00:00:00.000"+"\"";

 

If you take a look at the regular update query that is sent when manually changing the date column value you will see that the value is transferred as "2021-03-21T00:00:00.000". To successfully update the date column using the modal window you will need to pass the date value as: 2021-03-21 and then the function itself will transform the value to "2021-03-21T00:00:00.000", add it to the update query parameters and send it to the server. As a result the field will be updated.

 

Best regards,

Oscar

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Hi community!

 

How I can achieve case:

Only users assigned to the System administrator role are possible to change the Lead stage if its value is final positive (from final positive to any other). For each other stages, all users can change this value. 

 

I need a solution like the business rule: if the user's role is Admin & the stage is Satisfied then the stage is editable.

 

Other fields should be editable (cannot remove edit access to the record on the Satisfied stage)

 

 

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Dear Paulina,

 

This can be achieved by using a case setting. Just add intermediate stage between final and any other stage and use option "Restrict this stage to specific users or roles" for all roles except Admin. This will allow to change the record from the final stage only to them and mark that the stage was changed for ordinary users. 

 

Best regards,

Angela

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Hi Community,

 

My marketing campaign emails are going to spam not in inbox. Any idea why, how can I fix it?

 

Thanks

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Hello Fulgen,

 

Mail systems evaluate sender reputation scores before placing emails in the “Inbox” of a recipient. Use the following guidelines while sending bulk emails:

  1. Use an email address that contains your own domain name for your bulk campaigns (e.g. 123@example.com, where “example.com” is your domain address). We also recommend sending business and marketing emails with different domains to avoid potential spam complaints that may affect your business correspondence. Using free mail services may increase your chance of ending up in a recipient's SPAM box, so we do not recommend using Gmail, Yahoo.com, and Hotmail.com for your bulk email campaigns.
  2. Verify your sender’s domain on a DNS server to increase email deliverability and prevent any unauthorized mailings on your behalf. The verification process is covered in the Email domain verification Academy article. 

Check your rating on sender reputation score services like https://www.senderscore.org/. Please note that IP addresses with reputation scores below 70% get aggressively filtered.

 

Please, let us know in case any further information is required. 

 

Best regards, 

Olga. 

Olga Avis,

 Question about senderscore.org. The site takes an IP-address. How do I know what IP-address is sending ny Campaign and Bulk Emails from Creatio?

Hello Julius, 

 

The information about IPs can be obtained from the Creatio Support team since it is necessary to contact the email provider. 

 

If you would like to know the IP address, please send your request to support@creatio.com with the specification of your Email API key. 

 

Please let us know in case any further information is required. 

 

Best regards, 

Olga. 

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hello colleagues

 

On Creatio 7.17.2 (Cloud, updated by Creatio) I cannot upload Excel Templates.

 

I also delete extensions .jar, and .apk regarding what publish some time ago @Ryan Farley on https://customerfx.com/article/failure-to-upload-template-for-excel-rep…

 

But on a new site (demo) on v 7.17.1 without to modify nothing regarding extensions I can upload without any problem. I report this to Creatio Support, but they ask me to publish the problem here.

 

Thanks in advance

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Hello Julio,

 

Thank you for the detailed video. I saved the link and removed it from the post.

 

I was able to reproduce the issue and forwarded it to the relevant team for further analysis.

Ivan Leontiev,

Thanks Ivan

Hi

I have the same problem. Did you find the solution ?

Thanks

Hi Tiffany,

 

The team is still investigating this issue. I will let you know as soon as we have more information.

Ivan Leontiev,

Thanks Ivan

Any news about this case? I have the same problem

Hello Julio, Tiffany and Daniel,

 

The team fixed this issue. Install the updated package from Creatio Marketplace to resolve it on your end.

Hi Ivan Leontiev,

 

When I install the updated package are giving me the following mistakes that I don't understand.

Any idea how to solve it?

2021-04-21 18:30:27,256 Errors and (or) warnings occurred while compiling configuration dll
2021-04-21 18:30:27,271 Autogenerated\Src\IntReportHelper.IntExcelExport.cs(110,54) error CS0433: The type 'ExcelPackage' exists in both 'EPPlus, Version=4.1.0.0, Culture=neutral, PublicKeyToken=ea159fdaa78159a1' and 'EPPlus, Version=4.5.3.2, Culture=neutral, PublicKeyToken=ea159fdaa78159a1'
2021-04-21 18:30:27,271 Autogenerated\Src\IntReportHelper.IntExcelExport.cs(273,31) error CS0433: The type 'ExcelWorksheet' exists in both 'EPPlus, Version=4.1.0.0, Culture=neutral, PublicKeyToken=ea159fdaa78159a1' and 'EPPlus, Version=4.5.3.2, Culture=neutral, PublicKeyToken=ea159fdaa78159a1'
2021-04-21 18:30:27,271 Autogenerated\Src\IntReportHelper.IntExcelExport.cs(110,11) error CS0433: The type 'ExcelWorksheet' exists in both 'EPPlus, Version=4.1.0.0, Culture=neutral, PublicKeyToken=ea159fdaa78159a1' and 'EPPlus, Version=4.5.3.2, Culture=neutral, PublicKeyToken=ea159fdaa78159a1'
2021-04-21 18:30:27,271 Autogenerated\Src\IntReportHelper.IntExcelExport.cs(84,49) error CS0433: The type 'ExcelPackage' exists in both 'EPPlus, Version=4.1.0.0, Culture=neutral, PublicKeyToken=ea159fdaa78159a1' and 'EPPlus, Version=4.5.3.2, Culture=neutral, PublicKeyToken=ea159fdaa78159a1'
2021-04-21 18:30:27,271 Autogenerated\Src\IntReportHelper.IntExcelExport.cs(84,11) error CS0433: The type 'ExcelWorksheet' exists in both 'EPPlus, Version=4.1.0.0, Culture=neutral, PublicKeyToken=ea159fdaa78159a1' and 'EPPlus, Version=4.5.3.2, Culture=neutral, PublicKeyToken=ea159fdaa78159a1'
2021-04-21 18:30:27,271 C:\Program Files\dotnet\sdk\3.1.301\Microsoft.Common.CurrentVersion.targets(2081,5) warning MSB3243: No way to resolve conflict between "EPPlus, Version=4.5.3.2, Culture=neutral, PublicKeyToken=ea159fdaa78159a1" and "EPPlus, Version=4.1.0.0, Culture=neutral, PublicKeyToken=ea159fdaa78159a1". Choosing "EPPlus, Version=4.5.3.2, Culture=neutral, PublicKeyToken=ea159fdaa78159a1" arbitrarily.
2021-04-21 18:30:35,410 When application installed, an error(s) occured

 

Hi Daniel,

 

This means you have another package with the EPPlus library. Creatio does not allow you to install the same library twice.

Any idea in how to delete the ERPlus library?

Hi Daniel,

 

Unfortunately, the responsible team cannot remove the EPPlus library from the app package. Would you consider removing the library from the other package installed on your site?

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While creating a dashboard , to select any contact / owner , Creatio gives the option to choose contact or current contact . If the same dashboard is to be made available for a specific org role or few org roles  , how can that be configured ?

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Hello Shailey,

 

You can try to built the filter in a following way:

 

Best regards,

Bogdan S.

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Hello all,

 

I am trying to create a landing page to generate leads in my Creatio instance. However, despite matching the documentation and copying the code into my html from the landing page record, the page is not generating Creatio leads.

 

   

    Keen360 Submit Page

    

   
          integrity="sha384-ggOyR0iXCbMQv3Xipma34MD+dH/1fQ784/j6cY/iJTQUOhcWr7x9JvoRxT2MZw1T" crossorigin="anonymous">


   

       

            Contact Us

       

       

       

            Full name:


           



            Company:


           



            Email:


           



            Phone number:


           



           

       

   

   






    /**

    * Replace the "css-selector" placeholders in the code below with the element selectors on your landing page.

    * You can use #id or any other CSS selector that will define the input field explicitly.

    * Example: "Email": "#MyEmailField".

    * If you don't have a field from the list below placed on your landing, leave the placeholder or remove the line.

    */

    var config = {

        fields: {

            "Name": "#fname", // Name of a visitor, submitting the page

            "Email": "#email",

            "MobilePhone": "#phone",// Visitor's email

            "Company": "#cname" // Name of a company (for business landing pages)

        },

        landingId: "b95e7199-72e8-421d-8cac-dbd9ae45859f",

        serviceUrl: "https://keen360.creatio.com/0/ServiceModel/GeneratedObjectWebFormServic…",

        redirectUrl: "https://keen360.com/testing/keen360satisfaction.html"

    };

    /**

    * The function below creates a object from the submitted data.

    * Bind this function call to the "onSubmit" event of the form or any other elements events.

    * Example:

    */

    function createObject() {

        landing.createObjectFromLanding(config)

    }

    /**

    * The function below inits landing page using URL parameters.

    */

    function initLanding() {

        landing.initLanding(config)

    }

    function onSubmit() {

        createObject();



        console.log("onSubmit function was called");



        $("#name").empty;

        $("#email").empty;

        $("#number").empty;

        $("#company").empty;

    }

    

    jQuery(document).ready(initLanding)

    

   

 

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It could be that you have required fields on the Lead object (by default "Customer need" is required. If you're not populating any required fields from the landing page, you'll need to add them as default values on the landing page record in Creatio. The Default Values tab will allow you to specify a default value for leads created from the landing page for Customer need, and another other possible required fields.

Ryan

Ryan Farley,

I have set up default values for any fields such as Customer need that are required by Creatio and prompts an error message if not filled in. If there are any that are required for landing pages to work but not required to actually save the Lead page then I may be missing those but I don't know if they exist.

Dear Kevin, Looks like the issue is as below.. as per the referer URL the site URL seems to be sending the below.. so try changing your landing page URL to https://keen360.com* and see if it works.. 

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Question

Dear team

Is it possible to set never expire password for individually user? 

My customer calls odata creatio service and they need to have a user with password that Never expire.

All users have expire password, but the service account used for odata calls should not expire. 

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Hi Stefano,

 

I had the same issue, here: https://community.creatio.com/questions/password-validity-term

 

I used this sql:

 

Update SysAdminUnit set PasswordExpireDate = NULL

 

to set expire date for every user to null, you could use a where clause for your odata user.

Watch out for the " Password validity term " system setting as I'm not sure if it is diferent then 0, it will rewrite the expire date.

 

Rgds,

Luis

Dear Stefano,

 

If you set MaxPasswordAge to 0 the password will never be expired.



Best regards,

Angela

Thank you Angela and Luis.

 

I need to set PasswordExpireDate to null for one user only, the user used as the service account to make the calls to the odata web service.

 

@Angela Do you suggest me to use the sql script console addon to do it in the cloud environment or is it better to ask the support team to do it?

Stefano Bassoli,

SQL script console addon is perfect for such requests. It should not be used only if your query is executed for more than 30 seconds.

 

Best regards,

Angela

thank you

 Angela

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Hello,

I would like to block the customer file upload for incoming calls on certain phone numbers, can you tell me how to do this, please?

Best regards.

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Hello Antoine,

 

Can you please provide us with more details regarding your request?

 

Thank you!

Bogdan Spasibov,

Hello Bogdan,

Of course.

We have connected our Asterisk phone system to Creatio. Each incoming call will be displayed on the right side of the telephony section. (Normal operation)

On the other hand, when the person is already in communication, the call switches to all the users and at that moment opens a contact form that cancels everything that was being entered by the users (estimates, activities, ...).

This behavior appears mainly for some numbers of our external collaborators.

For example our logistics department call, the desired extension does not answer, the call then switches to all the other sales people and closes what they were doing.

I hope I have been clearer in my explanations.

Thank you for your help.

My best regards.

Hello Antoine,

 

I suppose that the page is opened by some business process that is triggered by an incoming call. Can you check if you have any processes running right after the call is received?

If that is the case, you can modify the business process by means of adding additional filtration so the page won't pop-up.

 

Best regards,

Bogdan S.

 

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Where can I find documentation on this issue ?

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Hello,

 

If you need to send emails based on the recipient's language, try to add localization to the email template. More info can be found here:

https://academy.creatio.com/docs/user/platform_basics/communications/wo…

 

Regards,

Dean

Dean Parrett,

Thanks Dean, but what I need is to create a user task (activity) connected to case resolution, and its title is the localizable text business parameter I need to create. I have been through lots of academy stuff, but it is not clear to me how to create a localizable text business process parameter.

any clue ?

Hi Ricardo,

 

Do you need to read the case resolution description submitted by a user and use it in the activity, let's say, put it into the activity subject but in different language? 

 

Regards,

Dean

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Hello colleagues,

 

I need to generate a FastReport Template, attach to accounts files and after this send it using, also from Marketplace "Send email with attachments"

 

How can I orchestrate the process to could send this email with the report attached?

 

Some suggestions

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Hello Julio,

 

Please check this Marketplace add-on. I believe it can cover your business need.

 

Best regards,

Bogdan S.

Thanks @Bodgan,

 

It doesn't help, because just work with MS Word reports, they have not considered to include FastReport on their implementation

 

Because of this I need to understand how to configure both applications mentioned above to solve the problem I need to implement

 

Best regards

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