I am facing this issue with filter functionality in Mobile App. In previous version we used to have filter icon for section, and in the current version (7.17) that replaced with search based on the first field on the page.
Is there any workaround to apply filtered search?
This kind of annoying, specially when searching for full name and it doesn't respond when you are typing last name. For example, 'John Doe' only appears in search if you search for 'John'. If you type 'Doe' it returns with no results.
If I understood your question correctly, it seems that search functionality didn't change (we have compared the last version (7.17) and the previous one (7.16)) and we were able to get search results via looking for the part of the full name and full name (for section search and for filtered search):
7.16:
7.17:
You can use '%' sign for partial word search if you are not sure in the full name:
If I understood your question correctly, it seems that search functionality didn't change (we have compared the last version (7.17) and the previous one (7.16)) and we were able to get search results via looking for the part of the full name and full name (for section search and for filtered search):
7.16:
7.17:
You can use '%' sign for partial word search if you are not sure in the full name:
On the other note, is it possible to define the which fields to filter based on? for example, currently, it shows all the fields been used on the contact page, but we are only looking for searching based on 'Last name' and 'Type'
As for now, there is no such functionality. I have created the functional request to our R&D department about this case so they could consider enhancing the following functionality in the upcoming releases.
There are some sections that cannot be added to the portal - those that are managed by product licensed. The projects section requires license and since such license doesn't exist for portal users - it will not be possible to add it to the portal.
Projects section is a part of sales functionality and requires sales enterprise license. Anyway it will not work for portal users, only for internal employees.
As for custom section, it depends on multiple factors.
1. The operation permissions are not active for portal users.
2. You already reached the limit for adding custom sections on portal. If you user has assigned customer portal or partner portal license - most likely you have more than 3 custom sections already or more than 3 custom objects are added to the lookup list of objects available for portal users.
3. If your portal user uses self service portal license, the section will not be reflected for him. SELF-SERVICE PORTAL doesn't allow adding custom sections.
If none of these points fits please approach the support team. It would be necessary to have a closer look what might be the reason.
Please advise, I'm currently working with boolean type fields in Creatio process, after auto generated page (survey) and update of request object I need to sum chosen fields ( type: integer ) in function all my fields are read as false value. (([#RP2.First item of resulting collection.Field Sales#] == true ? 2 : 1) False :1 is calculated. How and where I can change it?
Let me confirm the understanding of the situation you're trying to resolve. From what you have described, you need to define value 2 or 1 based on what has been chosen on the auto-generated page. If YES was selected, you need to define 2 as a value, in case of NO - 1 should be set.
I see that you are reading some data (e.g. RP2.First item of resulting collection.Field Sales) and based on this defining the values 2 or 1. If you need to define the values based on the auto-generated page selection, you can avoid reading data and directly define the values based on the selection on auto-generated page.
Could you please provide some screenshots of how this part of the business process is set up? Mainly elements after the auto-generated page.
Please shed some light on LDAP integration with .NET core. We plan to use .NET core on a Linux box. Does it work OOTB seamlessly as it does with the .NET framework versions? Are there any architectural implications/extra components that need to be deployed?
Please explain the below phrase that has been picked from the .NET Core Creatio documentation.
"LDAP Integration - Current Implementation - A separate .NET Core instance is used for the synchronization of Windows-based applications. "
There is no possibility to establish LDAP integration with Creatio that is fully deployed on .Net Core platform because of .Net restrictions. This kind of integration is planned after the implementation of corresponding functionality on .NET 5.
Speaking of the "LDAP Integration - Current Implementation - A separate .NET Core instance is used for the synchronization of Windows-based application". This means that you can deploy a web-farm that will have several nodes and one of them should be on Windows. Then this Windows-based node should be used for LDAP integration.
A quick clarification on LDAP integration with web farm setup.
Say, I have 2 nodes running in the .Net framework, Do I need to perform the LDAP setup in both nodes and update the required web.config files in both nodes?
Is there a custom HTML control in Creatio that I can use to build a tree hierarchy and visualize it in the UI? The input parameter to the control will be a single node that could be at any position in the tree. The logic should query the database for the links to traverse upwards and downwards from the said node to complete the tree.
Is there already a control in Creatio that can be repurposed for this use-case?
The SQL Console add-on is currently being refined. Our Marketplace team will publish the application once it is done. Most likely it will become available in the next two weeks.
Please, let us know in case any further information is required.
You can try to distribute access rights by means of the business process after you create records but this is not the perfect scenario.
It is still better to understand how to distribute access rights right after the records are created and for that please, provide more details on the process. In particular, the connection between Lead and Emal is not very clear. You create Lead by means of API and when and how do you create Activity?
In this case, you can solve that task by means of the Business Process that will distribute access right for the newly created records of the Activity object. The process should be triggered after a new record (Activity) is added.
Please let us know if it was the information you was looking for, otherwise please clarify your question and provide us with more details with functionality you would like to implement so we could advise you on possible ways of reaching it.
