+1 on this idea , including custom ficsal quarters, maybe to set at system level ?

Hello,

Unfortunately, this logic is deeply integrated in the code and to change it correctly you would need to rewrite a lot of it.

We do not recommend doing it since it might break much of the base functionality. 

Best regards,

Max.

Max,

quite disappointing, being a OOTB functionnality in a couple other major CRMs ...  hope you change your mind in further updates!



KR,



Damien

Really surprised that this is not included. This is pretty much mandatory functionality for any business that wants to use the dashboards. 

We have the same issue at my company: We need to review fiscal quarters, not calendar quarters. It is a management nightmare to change hundreds of widgets on multiple dashboards to custom dates, 4 times a year! 

Have the product dev team revisited this feature? This is a very useful and widely wanted feature.

rob dobbs,

Unfortunately, we do not have the opportunity to customize those filters because the realization of this functionality is in the core code base.

The new behavior will be implemented in future releases with 8.x new filters.

As a workaround, I suggest adding a column in which you will set or calculate the fiscal quarter by business process and another column for the fiscal year and filter based on these columns. However, it is a complicated solution and requires adding those columns to every object that needs this filtration.

Updating to version 7.18.3.1241 resolved this issue

Hi Fulgen,

Activity categories depends on activity types (for example Task can have 4 different categories





So, we recommend you to use the type instead the category in you business task. 



Bets regards,

Bogdan

Bogdan,

I changed "Category" to "Type". Incoming email are added as new record in activity table but this business process in triggering. Is it possible to trigger event on Incoming emails?

Hi Robert, 

Unfortunately we don't have practical examples of such implementation and base guides.

I've tried to search an answer to your question on Academy, but really everything I found the link you mentioned above: 

https://academy.creatio.com/docs/user/setup_and_administration/on_site_…

And some info about OData, where The WCF client operates via receiving the service metadata and creating client proxy classes:

https://academy.creatio.com/docs/developer/integrations_and_api/data_se…

It's will be a useful idea and as soon as we have any guide created by our Core R&D team it will be for sure available! 

Thanks!

Regards, 

Bogdan L.

Hi Fulgen, 

Please check out the link with such implementation example:

https://academy.creatio.com/docs/user/sales_tools/short_sales_orders_an…

Also you may create a folder, where you can store all available orders etc.

Alternatively, you can create some boolean variable, where the values will be available/not available and show this field on the order page. 

Another way, you can create int variable with amount like "Available stock". You may show it on the Order page and set default value on the object to this variable (etc. 100 - the available amount). Then set up business process where in Script Task will substract from the formula quantity from this field - if the order was added and so on. 

Here some links of how to work with script task and formulas: 

https://academy.creatio.com/docs/user/no-code_customization/ui_and_busi…

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

https://academy.creatio.com/docs/user/bpm_tools/process_elements_refere…

Hope it helps!

Best Regards, 

Bogdan L.

Dear Fulgen,

Thank you for your question!

In order for the [Send email to case assignee] Business Process to be executed using a certain mailbox, you would need to set up a support mailbox by following this Academy Article:

https://academy.creatio.com/docs/user/service_tools/service_cases/case_…

But please note that the automatic email message would be sent successfully only if the Assignee would have Access Rights for this particular mailbox. On how to setup a Shared Mailbox you may read here:

https://academy.creatio.com/docs/user/setup_and_administration/base_int…

This should help you setting up the default mailbox for [Send email to case assignee] Business Process.

Thank you!

Regards,

Danyil

This article is for setting up the case registration based on the incoming emails.



https://academy.creatio.com/docs/user/service_tools/service_cases/case_…



Not for the default mailbox for sending email notification to case assignee (Send email to case assignee)

​

Dear Fulgen,

That is correct.

Only the set up Support mailbox can be used in the [Send email to case assignee] Business Process.

If we look into the Script Task of this BP, we would notice this code, which refers to the Support email:

As of now this is the only solution on how to use a certain mailbox within the  [Send email to case assignee] Business Process

Hope this helps!

Thank you!

Regards,

Danyil

​

Danyil Onoprienko,

Hi we have some issues the the system is using different emails to send assignee notificaiton , but the email used to send the assignee notification externally does not correspond to the email used to create the case (which is what is needed / expected) 

Dear Anitha,

Thank you for your questions!

You may find these Academy Articles useful:

1. https://academy.creatio.com/docs/developer/elements_and_components/basi…

2. https://academy.creatio.com/documents/technic-sdk/7-16/adding-action-ed…

3.https://community.creatio.com/questions/how-add-custom-button-action-da…

4.https://community.creatio.com/questions/add-custom-buttons-actionbutton…

5.https://community.creatio.com/questions/how-add-button-mainheader-below…

6.https://community.creatio.com/questions/how-add-button-left-sections-pa…

Hope this helps!

Thank you!

Regards,

Danyil

Hello Andrew,

Thank you for your question!

Please, check this article on our Academy on predictive scoring:

https://academy.creatio.com/docs/user/no_code_customization/ai_tools/pr…

Hopefully, this will help but please let us know if you have any other questions.

Kind regards,

Anastasiia

Solved changing this function in the ActivityPageV2

	canChangeStatus: function() {
				var CurrentDarte = new Date();
				return this.get("IsEntityInitialized") && !this.isFinalStatus() && this.isViewMode() && this.get("StartDate") < CurrentDarte &&
					!this.get("ActivityMiniPageStatus");
			}

Nice finding, Frederico!

This should also work on the Account and Contact page, where the "complete" button for Activities is also displayed (in the top area of the main mask), right? Do you have a code example for this, too?

BR,

Robert

Robert Pordes,

I dont have a example of that code but must be very similar. Check in the code what function is calling the click.

If you want to remove it completely:

1) Make sure your package has Samarasoft.SqlConsole as a dependency (or add this in Custom package)

2) Create a replacing view model and select parent "SystemDesigner"

3) Add this code:

define("SystemDesigner", [], function() {
	return {
		diff: [
			{
				"operation": "remove",
				"name": "SqlConsoleLink"
			}
		]
	};
});

If you want to only show it for the Supervisor user, do steps 1 & 2 above, but use this code instead:

define("SystemDesigner", [], function() {
	return {
		attributes: {
			"IsSqlConsoleVisible": {
				dataValueType: Terrasoft.DataValueType.BOOLEAN
			}
		},
		methods: {
			init: function() {
				this.callParent(arguments);
				this.set("IsSqlConsoleVisible", 
					Terrasoft.SysValue.CURRENT_USER_CONTACT.displayValue === "Supervisor"
				);
			}
		},
		diff: [
			{
				"operation": "merge",
				"name": "SqlConsoleLink",
				"values": {
					"visible": { "bindTo": "IsSqlConsoleVisible" }
				}
			}
		]
	};
});

Ryan