7.17 | Community Creatio

15:10 Mar 04, 2021

Hello,

I am working with the mobile application and specifically in the Activity section.

In this, I have configured the Actions-Visit Detail in the mobile app, but when I check the check-in/check-out in mobile application, the completion time is not getting updated in the detail in the web application...MoreLess

3 comments

Danyil Onoprienko

17:53 Mar 08, 2021

Dear Malay,

Thank you for your question!

Could you please check if the mobile device has the "Geolocation" turned on and if the synchronization...MoreLess

Malay

16:26 Mar 11, 2021

Danyil Onoprienko,

Thank you for your response!

The GPS is turned on in the mobile and permission for location is also allowed.

Also, whe...MoreLess

Danyil Onoprienko

05:38 Mar 18, 2021

Dear Malay,

Thank you for your patience!

Please be advised that in order for the information in the 'Actions -Visit' and in the 'Check-in...MoreLess

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Excel Report Builder add-on is not functioning properly

Champi Chandrasiri

14:39 Mar 04, 2021

I am using Creatio marketplace add-on for Excel reports https://marketplace.creatio.com/app/excel-reports-builder-creatio. First I tried it using a trial instance and it was working fine. But in a production instance I am not able to upload templates to the reports.

I have tried removing .jar and...MoreLess

2 comments

Ryan Farley

18:00 Mar 05, 2021

Do you see any errors in the browser console when you attempt to upload a template?

Ryan

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Record for Macros is not getting saved If there are more than 1 send email added in a case.

Amritha Mayan Gorky

10:05 Mar 02, 2021

Hi Community,

We are trying to add send email in a case for each stage but after adding the "Record for macros” with the “[#Main record.id#] for one send email and for another stage when we create the same and add it the previous "Record for macros” value also is not available and the present one also...MoreLess

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1 comments

Danyil Onoprienko

14:26 Mar 02, 2021

Hello Amritha!

Thank you for your question!

Please be advised that in order for the Macros to be executed as intended you may try adding ...MoreLess

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Sales_Creatio

7.17

Date format in email template

Vincent Tahon

13:31 Mar 01, 2021

Dear,

In the section, I have a DateTime field.

In the email template I want to display the Date only, so no timestamp.

Email template: https://prnt.sc/10aa38n

Result: https://prnt.sc/10aa4ux

In the Academy I found following article which describes how to add a fixed text as a macro, but not how I can format an existing field.

https://academy.creatio.com/docs/developer/front-end_development/creati…

Any idea how this can be fixed?

Kind regards,

Vincent

1 comments

Bogdan Spasibov

12:14 Mar 04, 2021

Hello Vincent,

I did a research but it seems that there is no easy way to complete your business task. I've registered the request for the...MoreLess

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Automatically Following the Feed in the [Cases] Section

Mitch Kaschub

01:10 Feb 27, 2021

I recall in the past seeing documentation on this, but now I can't find it. In the cases section, there are several actions that result in a user following the feed for that case. For example, if they post a feed message on that case, if they are set as the assignee. Is that it? Are those the only two things that make a user default to following the case? Is there a comprehensive list of all the actions a user can do that will result in them automatically following the feed of a case?

2 comments

Best reply

Roman Brown

12:36 Mar 09, 2021

Dear Mitch,

There are a few ways of getting subscribed to the case feed:

- If the user creates a record;

- If the user posts a message...MoreLess

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Can be Read Dashboard Filter in Widget we design to generate output based on Dashboard Filter.

Braj Raj singh Kushwaha

11:15 Feb 25, 2021

Hi Team,

Have a query regarding widget we design in the dashboard can be read filter from the dashboard to modify our output on the widget.

If it is possible please share a scenario with implementation

This will be really useful to meet some business requirement

Thank You in Advance

4 comments

Bogdan Spasibov

19:39 Mar 01, 2021

Hello Braj,

Unfortunately, I was not able to find an example you requested but you can always check all the needed parameters in the Academy...MoreLess

Braj Raj singh Kushwaha

06:22 Mar 02, 2021

Hi Bogdan,

we need to calculate the loss ratio from some data sets

ex. we have 100 records out of which 70 has profit field filled and...MoreLess

Bogdan Spasibov

11:17 Mar 08, 2021

Braj Raj singh Kushwaha,

Your business task is quite clear but still, there is no existing example of code that you can use. Please, check...MoreLess

Braj Raj singh Kushwaha

10:40 Mar 17, 2021

Bogdan Spasibov,

Thank You so much

your article was very useful It helped me to do some other requirement.

Even fund some app that was...MoreLess

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mobile application

7.17

get the current user contact in Mobile

Fulgen Ninofranco

09:06 Feb 25, 2021

Hi Community,

How to get the current user contact in Mobile? What is the counterpart of this in Mobile Terrasoft.SysValue.CURRENT_USER_CONTACT? Thank you

1 comments

Oleg Drobina

12:40 Feb 25, 2021

Hi Fulgen,

Please use Terrasoft.CurrentUserInfo.contactName in the mobile app to get the current user contact name.

Best regards,

Oscar

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mobile application

7.17

in mobile, how can I get the value of some fields in lookup fields

Fulgen Ninofranco

08:28 Feb 25, 2021

Hi Community,

In mobile, how can I get the value of some fields in lookup fields?

Suppose in Case, using I will get MobilePhone from Contact using CreatedBy field in case. I tried below but it is undefined:

var mobile = record.get("CreatedBy.MobilePhone");

Any idea please

1 comments

Oleg Drobina

14:03 Feb 26, 2021

Hello Fulgen,

You need to use the following code:

record.get("CreatedBy").get("Name")

You can also set the breakpoint in one of the business...MoreLess

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Index

foreign

7.17

Indexes on Foreign key/Look up columns

M Shrikanth

11:14 Feb 24, 2021

Hello all,

I noticed that by default Creatio adds a Non-Unique/Non-Clustered index on all foreign key columns (Look up references). Want to understand this better.

Indexes can be detrimental when there is a lot of Writes into that table as compared to Reads. This effect gets multiplied when...MoreLess