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 R&D team to investigate how the macro functionality can be extended with more features.

As a workaround, you can add a hidden column into the object that will contain the same date as in your DateTime field. After that, you can add it to the template with the help of macro.

Best regards,

Bogdan S.

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 to the feed;

- If the user set as assignee to the case. 

- If the user subscribed to follow the feed manually in the action panel; 



This information will be added to our academy soon. 



Kind regards,

Roman

Roman Brown,

Thank you Roman. That is what I was looking for.

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 Article that is related to Dashboard widgets and their customizations.

Best regards,

Bogdan S.

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 30 has loss field filled.

Based on filtration we performed on the dashboard/pivot report we get N  records (N can be  10,20,30 or any number ) 

Now I want a loss ratio (loss/profit) of those N records only.

in this case loss ratio = sum of loss from filtered records /sum of profits from filtered records.

Hope you got the requirement if case any query please contact me.

Thank You

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 the article that I sent before and do all the required development.

Best regards,

Bogdan S.

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 free to use and my task was completed using them.

Once again thank you so much

Hi Fulgen,

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

Best regards,

Oscar

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 rules and study which keys and values the record object returns.

Please also note that two possible values that you can get from the related record are:

1) Record Id

2) Record display column value

Best regards,

Oscar

Hello,

Foreign key indexes are not mandatory but if you disable or remove that index, it may result in a slower search. We do not recommend removing OOTB indexes. Instead, you can safely disable indexes. E.g. for MS SQL Server use:

ALTER INDEX [YOUR_INDEX_NAME] ON dbo.[YOUR_TABLE_NAME] DISABLE;

Best regards,

Bogdan S.

Bogdan Spasibov,

Thank you Bogdan. If we disable it at the DB level, wouldn't a subsequent package install re-enable that index? 



From my understanding, the Index is controlled by the 'Indexed' attribute against that column in the Object designer. Is it better to remove it from here or disable it at the DB level directly?

M Shrikanth,

If you are not going to use that you can remove it from the Object Designer and disable it on the DB level.

But let me ask you what is the business task you are trying to achieve?

Best regards,

Bogdan S.

Bogdan Spasibov,

Hi Bogdan. Thank you. Indexes by default do not add a performance benefit. They aid read performance but slow down writes as the indexes are to be updated as well. Creatio seems to add by default an index to all foreign key columns irrespective of whether that table is read heavy or write heavy. In cases where performance is a big deal, disabling these indexes might give a performance edge. 

This is to better our understanding of Creatio and not for a specific business task. 

Thank you for your question!

Please be advised that you may feel free to use the "this.reloadEntity();" method for your case.



In addition, you may use a Marketplace solution for refreshing detail`s or section`s lists: https://marketplace.creatio.com/app/refresh-data-button-creatio



Or, you may find more information on your case by these community threads below:

1. https://community.creatio.com/questions/how-refresh-entire-page-without…

2. https://community.creatio.com/questions/default-value-custom-objects

3. https://community.creatio.com/questions/reload-record-page



Thank you!

Regards,

Danyil

 

Hello Julio,

I've noticed that you've already found the solution to this question in terms of this community post. Please specify if additional help is needed in this thread.

Thank you!

Best regards,

Oscar

Hi Pedro,

Maybe it's better to call the https://<instance>/0/rest/FileService/GetFile/7B332DB9-3993-4136-AC32-09353333CC7A/fileId for all the files and receive a response from the third party service? You need to call this link for each record from the DocumentFile table (filed should be modified for each time with an actual Id of a record from the DocumentFile table). Previously we didn't have such requests and we have no practical example of the logic deployment. The link above is a base link used to download attachments when clicking them on the "Attachments" detail so you can try calling it in the webservice.

Best regards,

Oscar

Dear Paulina,

You may create the business process that would update the lead status to qualified once  the account is approved. At the same  time, you may lock the lead stage from manual selection in DCM settings and set up the business rule to lock it (if you use simple lookup filed for selecting the statuses)

Regards,

Dean 

Dean Parrett,

Hi Dean, 

Thanks for this idea but it doesn't fully meet my requirements.

The manual selection has to be possible (the user needs to decide when the Opportunity should be created). The Account status is copied from the Account and updated if it is changed (Lead can be created with unapproved account and during lead flow, the account can be accepted.) The issue is that lead cannot achieve final positive status if Account status field on the lead is other than Approved. 

BR

Hi Paulina,



you should use validation on your Lead Page.



We do similar in our projects:



 

asyncValidate: function(callback, scope) {
 this.callParent([function(response) {
  if (!this.validateResponse(response)) {
   return;
  }
  this.Terrasoft.chain(
   function(next) {
   this.asyncValidateSomeDetails(function(response) {
    if (this.validateResponse(response)) {
     next();
    }
   }, this);
  },
  function(next) {
   callback.call(scope, response);
   next();
  }, this);
 }, this]);
}

And create your method for validation that returns true or false