Hello Colleagues,

 

I need to add a different "filter Business rule" for the same field regarding the value of another field, this is not possible using the Filter Business rule wizard, how can I did it?

 

In my case, regarding the contact Account Type I want to filter the possible Contact Types we want to enable, for example

  • if the account type is Our Company, contacts type just can be Employee,
  • if account type is Customer, contact type just could be "Customer" or "Contact Person"

 

Thanks in advance

Like 0

Like

2 comments

 Dear Julio,



Unfortunately, it is not possible to implement this logic through Business rules as we cannot create business rule for contacts in accounts.



The solution here will be to build the described filter using EntitySchemaQuery.

Here is the article - https://academy.creatio.com/docs/developer/back-end_development/working…



Best Regards,

Ivanna

Thanks Ivanna

Show all comments

Hello community,

 

There are numerous use cases where Creatio filters for some data before showing on the UI. Few examples below - 

  1. Writing ESQ from JavaScript where we filter an object for only select records by adding filter groups. 
  2. User applying of a filter in a section list page or a detail. 
  3. When we add a detail to a Section record page, we map a column from the detail to a column in a section record. This is how Creatio filters for only the detail records belonging to that section record and displays the records subsequently. 

Few questions below which will help us explain Creatio better with our customers- 

  1. At which layer does Creatio execute these filters? Is it at the Application layer or at the Database layer? It is unlikely that it is at the App layer. Can you confirm that these happen at the DB layer and only the filtered records are fetched to the App layer and subsequently passed back to the UI?
  2. I am guessing that the Creatio ORM would aggregate all of the filters and frame a query which filters for the required data and then execute this at the DB layer? Excuse the over-simplification. Can you confirm and share a few more details on how this done? This would give us insight into the Product architecture and help us understand the product better.

If these insights are already available in the Documentation, Request you to share the link. Thanks in advance!

Like 1

Like

5 comments

Hello,

Yes, all filter conditions are added as conditions for queries and are performed at the database layer. You can see this if you install Creatio locally and run SQL profiler. You'll notice as an ESQ gets executed that ultimately this is translated to a SQL query with the filter conditions in the where clause.

Additionally, as a related side topic to mention to your original question which might be of interest, you can also create SQL views in the database containing aggregates/joins/unions/ranks/partions/etc and create an entity/object for that view. These objects can then be used normally in section lists, details, dashboards, reports/printables, and even read via OData/DataService APIs etc. This is a fantastic way to create what would be a complex or time consuming query and make the results readily available in the client.

Hope this helps with your question.

Ryan

Hello Shrikanth,

 

We can confirm that filtering conditions are configured as conditions for queries and they are being performed on the DB layer, but not the application layer.

 

We will ask the responsible team to add more information relateable to this kind of topic to the Academy. At the same time, please check the articles included in this section, they should be useful for further development operations:

https://academy.creatio.com/docs/developer/back-end_development

 

Thank you Ryan for your help!

 

Best regards,

Roman

Ryan Farley,

Thank you Ryan. Yes, I was aware of the views and similarly noticed usage of Stored procedures in the community. This prompted my question. 

Roman Rak,

Thank you Roman for the answer.

Ryan Farley,

 

If I can quote:

you can also create SQL views in the database containing aggregates/joins/unions/ranks/partions/etc and create an entity/object for that view

If I were to create a SQL view, how would I create an entity/object of the view?  Thanks,

 

[Edit]

I think I have the answer here Creating View Type Object in Creatio | Community Creatio

Show all comments

Dear team

 

Today I’ve installed on production tenant the "Excel report builder" available on the marketplace.

Before installing it I tried to install on a test tenant and everything is fine.

Now, when I try to add the new section “Excel reports” to Studio workplace I receive an error on the browser console and the section doesn't appear on workplace.



Like 0

Like

5 comments

I get this often with the Excel reports builder package. Usually after logging out and back in (sometimes after a couple of times) it usually lets me add it to the workplace eventually. Not sure why this happens, but it only ever seems to happen for me with this package (and happens often with this one)

Ryan

In the mean time, you can still navigate to the Excel reports section by entering the url

/0/Nui/ViewModule.aspx#SectionModuleV2/IntExcelReportSection/

Ryan

Thank yo very much Ryan.

 

Hi Stefano,

 

To apply the changes, we recommend logging out and logging back into the application again (just like Ryan says above). If the issue persists, try adding any basic section to the workplace first, and after that add the 'Excel reports' section.

 

Hope this helps.

Thank you very much Svetlana!

The second trick has worked!

Show all comments

Stack trace:

[SqlException (0x80131904): Login failed for user 'DEV\SRV-DEMO03$'.]

 

Connection string:

  <add name="db" connectionString="Data Source=SRV-DB01\MISC02;Initial Catalog=demo03_Creatio_717;Persist Security Info=True;Integrated Security=SSPI;MultipleActiveResultSets=True;Pooling=true;Max Pool Size=100; Async = true" />

 

I checked my connectionStings.config and web.config -files and I cant find the DEV\SRV-demo03$ user anywhere.

I have created a user in the database in SQL Server Manager. But I don’t think it’s used in the setup at the moment.

https://prnt.sc/ydul7n

How can I modify connectionsting to use another dabase user?

 

 

Like 0

Like

2 comments

Hi Julius,

If you're wanting to specify a user in the connection string, remove:

Integrated Security=SSPI

and replace with:

User ID=username; Password=password

The current user context for DEV\SRC-DEMO03$ would be coming from the IIS app pool context.

Ryan

Hi Julius,

 

Please check if you have the correct user login and password specified in IIS > Application pool > Advanced settings > Identity.

 

Best regards,

Bogdan S.

Show all comments

See attached print screen please.

It’s the error message I get in Zapier while actually triggering a test.

Is there a setting in Creatio required in order to allow this connection? Please does someone have a solution?

----------------------------------------

image001.png

 

----------------------------------------

Like 0

Like

8 comments

Hello Guido,

 

Hope you're doing well.

 

You can find additional information related to this behavior in another Community post:

https://community.creatio.com/questions/having-issues-creatio-connector…

 

Kind regards,

Roman

Hello Guido,

 

Your attached print screen is not available for preview.

Please add the print screen via a link.

 

Thank you!

Svetlana Kobizka,

 

Please find below,

Regards

Guido

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Hi Guido,

 

Thank you for providing the screenshot.

 

We have reproduced the issue and submitted it to the responsible team. As soon as they are done with the issue analysis, we will get back to you with a solution.

 

Have a good day!

Hi Svetlana,

Did you get a solution for it as our free Zapier account will be closed in a few days. We want to test it before.

Guido

Hi Guido,

 

The team responsible for this connector has changed and they need more time to investigate and fix the issue.

Another clarification from your side will be helpful though: what is the system you are trying to import contacts from?

 

Please accept our apologies for this inconvenience.

The system which we use is Squarespace for our webpages

Hi Guido,

 

Thank you for the clarification. I have submitted this info to the responsible team.

Show all comments

Is it possible to have multiple current jobs in different accounts for one contact? E.g. a contact works for two companies (two accounts). One account will be the primary account, but the contact is not shown in the other not-primary account. We want to show the contact as a contact for both accounts.

Like 1

Like

3 comments

Dear Guido,

 

You can create separate detail in the contact section that will show connections between contacts and accounts if there are multiple connections. You can also use the Relationship tab, But one contact can be primary only for one account, and in OOB fields it will always be connected to one account. 

 

Best regards,

Angela

Dear Angela,

Do you mean the " Connected to" section?

What do you mean by the Relationship tab.

Where can I find it in the Academy?

Regards

Guido

Guido Buurlage,

Please check this link: 

https://academy.creatio.com/docs/node/1768

 

Best regards,

Angela

Show all comments

After our latest upgrade to 7.17.1 there are now many more notifications that show up based on cases the user is following. Our users used to rely on notifications from feed post mentions to know if they need to look at a case. Now they are flooded with notifications every time a new email is attached to a case, and our users rely too heavily on emails to communicate in cases so there is an excessive amount of notifications for them to look through. Is there a way to filter which types of notifications a user receives? Is there a way to configure certain objects, for example so emails don't cause new notifications?

Like 0

Like

5 comments

Dear Mitch, 



In order to disable these notifications please do the following: 

1.) Disable the feature with Code 'NotifyOfNewSocialMessages'

2.) Turn off the process with Name "NotifyOfNewSocialMessages"



Kind regards,

Roman

Roman Brown,

 

What about for Emails? (The email icon in the communication panel). Is your suggestion for the Notification object that updates the bell icon? What object updates the email icon with a little red number?

Dear Mitch, 



My suggestion relates only to feed messages and doesn't affect system, processes or email notifications. 

As for your second question - the counter of new email notifications is being updated when the new message is received via websocket and this information is not reflected in DB. 



Kind regards, 

Roman

Roman Brown,

 So the new email notification counter cannot be turned off using standard settings? I just want to confirm this so I can tell my users who are asking me to turn it off.

Mitch, 



Unfortunately, there are no user tools to disable the mentioned notification counter. 

We will register the proposition for the responsible R&D team to add this functionality in future Creatio releases. 



Kind regards,

Roman

Show all comments

Hello, is it possible to have the global search include records from custom sections I've created? It appears to only search ootb sections. 

Like 0

Like

9 comments

You can try enabling the indexing for full text search option in section wizard.  https://academy.creatio.com/docs/user/no-code_customization/ui_and_busi…

Can that only be done upon initial setup? I set this custom section up a year ago and now if I go to the section wizard I don't see that option.

 

Dear Mitch, 



Can you please check SysModule table and make sure that for this section value of "GlobalSearchAvailable" column is set to 1? 



Kind regards,

Roman

Roman Brown,

 It was not set to 1, I updated the column so it was now 1. But still, this section does not show up in the global search.

Dear Mitch, 



Please contact our support team at support@creatio.com with a short description of the issue or simply provide a link to this post so we could help you with it. 



Kind regards,

Roman

Will this work for detail columns also ?

Dear Shailey, 



Can you please provide more details on your question?



Kind regards,

Roman

Hello,

 

same questions:

 

1. Custom section is set up as indexing for full-text search but I dont see in a result window.

2. Enabling section for fulltext search: would it find the details records aswell. For example if I search for product name, it find me all orders where that product in placed. Will it work for custom section as well with products detail?

Dmytro Oliinyk,


Did you manage to make it work? I'm curious about this too.

 

Show all comments

Hello community,

 

We have a Creatio installation on Creatio SaaS cloud with a few custom configuration services we have built. The security requirements are very stringent and we need to be able to permit access to these custom configuration services only to a few users & only to a few IPs. Pls find below questions in this regard - 

  1. From what we understand, access to the GUI application and to the back end services are shared across the same Creatio credentials (via user setup). Can we disable GUI access to a few users and only enable access to these specific custom configuration services? Also, can we disable access to these configuration services for all other GUI users? In short - A few users only for these configuration services. A few users only for the GUI.
  2. We would like to permit only certain IPs access these configuration services. This can be handled in 4 layers - Network infrastructure layer (Load balancer etc), IIS Configuration on the WebServer, Explicitly verify and restrict access to certain IPs inside the configuration service logic. Which of these 3 is recommended from a feasibility & security perspective on Creatio SaaS cloud?

Thanks in advance

Like 0

Like

1 comments
Best reply

Hello,

 

Here are the answers to your questions:

 

1) You can restrict login to the application UI in the root Web.config file. You need to find this location in the file:

&lt;location path="0/Nui"&gt;
    &lt;system.web&gt;
      &lt;authorization&gt;
        &lt;deny users="SysPortalConnection" /&gt;
      &lt;/authorization&gt;
    &lt;/system.web&gt;
  &lt;/location&gt;

and add your system user to this list after the comma seprator:

&lt;location path="0/Nui"&gt;
    &lt;system.web&gt;
      &lt;authorization&gt;
        &lt;deny users="SysPortalConnection,1" /&gt;
      &lt;/authorization&gt;
    &lt;/system.web&gt;
  &lt;/location&gt;

In the example above the system user with "1" login won't be able to login to the application.

 

As for disabling access to custom configuration service you need to find a location record for this service in the /Terrasoft.WebApp/Web.config file (just an example below):

&lt;location path="ServiceModel/GeneratedWebFormService.svc"&gt;
    &lt;system.web&gt;
      &lt;authorization&gt;
        &lt;allow users="*" /&gt;
      &lt;/authorization&gt;
    &lt;/system.web&gt;
  &lt;/location&gt;

And add this denying rule to the location (it's important to add it above permitting rules):

&lt;location path="ServiceModel/GeneratedWebFormService.svc"&gt;
    &lt;system.web&gt;
      &lt;authorization&gt;
		&lt;deny users="Supervisor" /&gt;
        &lt;allow users="*" /&gt;
      &lt;/authorization&gt;
    &lt;/system.web&gt;
  &lt;/location&gt;

As a result the Supervisor won't be able to get access to the GeneratedWebFormService service.

 

2) As for restricting access from IP-addresses - such a possibility is present to restrict login to the UI, but there is no in-built possibility to restrict access to the endpoint via IP. We don't have any recommendations on this matter and you can test all the possible approaches and choose the most suitable one.

 

Best regards,

Oscar

Hello,

 

Here are the answers to your questions:

 

1) You can restrict login to the application UI in the root Web.config file. You need to find this location in the file:

&lt;location path="0/Nui"&gt;
    &lt;system.web&gt;
      &lt;authorization&gt;
        &lt;deny users="SysPortalConnection" /&gt;
      &lt;/authorization&gt;
    &lt;/system.web&gt;
  &lt;/location&gt;

and add your system user to this list after the comma seprator:

&lt;location path="0/Nui"&gt;
    &lt;system.web&gt;
      &lt;authorization&gt;
        &lt;deny users="SysPortalConnection,1" /&gt;
      &lt;/authorization&gt;
    &lt;/system.web&gt;
  &lt;/location&gt;

In the example above the system user with "1" login won't be able to login to the application.

 

As for disabling access to custom configuration service you need to find a location record for this service in the /Terrasoft.WebApp/Web.config file (just an example below):

&lt;location path="ServiceModel/GeneratedWebFormService.svc"&gt;
    &lt;system.web&gt;
      &lt;authorization&gt;
        &lt;allow users="*" /&gt;
      &lt;/authorization&gt;
    &lt;/system.web&gt;
  &lt;/location&gt;

And add this denying rule to the location (it's important to add it above permitting rules):

&lt;location path="ServiceModel/GeneratedWebFormService.svc"&gt;
    &lt;system.web&gt;
      &lt;authorization&gt;
		&lt;deny users="Supervisor" /&gt;
        &lt;allow users="*" /&gt;
      &lt;/authorization&gt;
    &lt;/system.web&gt;
  &lt;/location&gt;

As a result the Supervisor won't be able to get access to the GeneratedWebFormService service.

 

2) As for restricting access from IP-addresses - such a possibility is present to restrict login to the UI, but there is no in-built possibility to restrict access to the endpoint via IP. We don't have any recommendations on this matter and you can test all the possible approaches and choose the most suitable one.

 

Best regards,

Oscar

Show all comments

Hello all,

 

With the new changes in 7.17 for the account and contact connected to detail to show the relationship hierarchy, is there a way to display the connections in list view as in the original detail or to export the relationships as a list to excel? Being able to do so is useful for reports. 

Like 0

Like

2 comments

Dear Kevin,

 

There are no such functions right now in the relationships tab but we have plans to apply them in the future. I will forward your feedback to our R&D team.

 

Best regards,

Angela

Hi Kevin, As a workaround I suggest to add the 'Relationship' Detail in another tab, where you can see the list view and do excel export too.

Show all comments