Hi all,

I have an issue when publishing any objects since a while. The error occured after a timeout issue when registering a new section via the assistant.

The mentionned object has never been created.

How can I solve the issue ? I have access to the database.

 

Best regards,

Franck

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Hi Community,

 

In "Case" we wanted to filter "assignee field". Currently all users are showing in the dropdown both active and inactive. Using business rule how we can filter it to show only active users? Thank you

 

 

 

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Hi Fulgen,

1. You have to set filter in the Case page:
           

"Owner": {
                "dataValueType": Terrasoft.DataValueType.LOOKUP,
                "lookupListConfig": {"filters": [
                    BaseFiltersGenerateModule.OwnerFilter
                ]}
            }

2. Change define part in the Case page ("UsrBaseFiltersGenerateModule" for BaseFiltersGenerateModule):

define("CasePageV2", ["UsrBaseFiltersGenerateModule"], 
    function(BaseFiltersGenerateModule)

3. Add UsrBaseFiltersGenerateModule schema (you can see commented options for users with or without license as well):

define("UsrBaseFiltersGenerateModule", ["UsrBaseFiltersGenerateModuleResources", "ConfigurationConstants"], 
	function(resources, ConfigurationConstants) {
		function getIsNotNullFilterGroup(refSchema) {
			const userFilter = Terrasoft.createColumnIsNotNullFilter(refSchema + ".Id");
			const filters = Ext.create("Terrasoft.FilterGroup");
			filters.addItem(userFilter);
			return filters;
		}
 
		function employeesFilter() {
			const sysAdminUnitRef = "[SysAdminUnit:Contact]";
			const employeesFilter = Terrasoft.createColumnFilterWithParameter(Terrasoft.ComparisonType.EQUAL,
					sysAdminUnitRef + ".ConnectionType",
					ConfigurationConstants.SysAdminUnit.ConnectionType.AllEmployees);
			// const hasLicFilter = Terrasoft.createExistsFilter("[SysAdminUnit:Contact].[SysLicUser:SysUser].Active");
			const isActiveUserFilter = Terrasoft.createColumnFilterWithParameter(Terrasoft.ComparisonType.EQUAL, "[SysAdminUnit:Contact].Active", true);
			const filters = getIsNotNullFilterGroup(sysAdminUnitRef);
			filters.addItem(employeesFilter);
			// filters.addItem(hasLicFilter);
			filters.addItem(isActiveUserFilter);
			return filters;
		}
 
		function allUsersFilter() {
			return getIsNotNullFilterGroup("[VwSystemUsers:Contact]");
		}
 
		function selfFilter() {
			let primaryColumnName = "Id";
			if (this.entitySchema && this.entitySchema.primaryColumnName) {
				primaryColumnName = this.entitySchema.primaryColumnName;
			}
			const primaryColumnValue = this.get(primaryColumnName);
			return Terrasoft.createColumnFilterWithParameter(
				Terrasoft.ComparisonType.NOT_EQUAL, primaryColumnName, primaryColumnValue);
		}
 
		return {
			OwnerFilter: employeesFilter,
			SelfFilter: selfFilter,
			AllUsersFilter: allUsersFilter
		};
	});

 

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Hi Community!

 

I have a requirement to add fields for multiple records from the connected detail along with fields from the macro object (1:M Relation). Can anyone suggest how to achieve this task?

 

Thanks & Regards,

Kritika Vari

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Dear Kritika,

 

Thank you for your question.

 

Unfortunately, your business task can be achieved neither with basic nor with advanced tools. 

We have already registered the idea for our R&D team to implement this functionality in further releases. 

 

Best regards,
Anastasiia

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Hi,

Does anyone know how we could transfer attachments and feed history from the lead to its corresponding opportunity when transferring to the sales team ?

Thanks,

Damien

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Hello Damien,

 

Thank you for your question. Your task may easily be solved by a Business Process:

- for files, you may use Element "Process File"

- for Feed - you will need two Elements - Reed data and Add data that will process object "Message/comment". You will need to exact the body of the feed on the lead page and create a new feed message on the opportunity page. (It will be also needed to be careful while setting the schema lookup field by choosing Schema -> Opportunity for Add data element)

 

I hope my recommendation was useful for you.

 

Best Regards,
Dan

Hello Damien,

 

Thank you for your question. Your task may easily be solved by a Business Process:

- for files, you may use Element "Process File"

- for Feed - you will need two Elements - Reed data and Add data that will process object "Message/comment". You will need to exact the body of the feed on the lead page and create a new feed message on the opportunity page. (It will be also needed to be careful while setting the schema lookup field by choosing Schema -> Opportunity for Add data element)

 

I hope my recommendation was useful for you.

 

Best Regards,
Dan

Denis Bidukha,

Thanks a lot, will try that out :)

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Dear community,

 

We have installed the 'Video player for Creatio' add-on from the marketplace.

See: https://marketplace.creatio.com/app/video-player-creatio

 

When adding a video to the section's attachments, there is a 'Play video'-button.

However, when clicking this button, a 'Server error'-page is shown (404 - File or directory not found.)

This is the URL: https://vynova-group.creatio.com/0/rest/VideoPreview/GetHtml?fileId=eac…

 

Any idea what the problem is and how to fix?

 

 

Kind regards,

Vincent

 

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Hi all,

I am currently in the process of setting up dashboards for a client, but wondering if some functionality that I can't see is possible.

 

1. Line Graph 

On the attached graph I have set 4 series all by their fiscal year (June-May). I have done this via custom start and end date, because I understand the fiscal year can't be done. However, this is still showing on the line graph grouped by calendar year. I.e it starts with January and not June - therefore, the first 5 months are actually of year 2024 and then follows on to 2023. 

 

Is there anyway round this so that it actually shows sequentially by date I have selected? 

 

 

2. Metric

Is it possible via custom function (or marketplace app) to add a "Same Period Last Year" to show against the metric number? So for example, if i choose total Revenue this month, it can show the same period last year? Example below.

 

Thanks everyone!

 

Mark

 

 

 

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Hi community,

Consider this scenario.

An Excel file with account name and account type columns.

I have to import this data into account table.

If the account type column contains  a value missing in the related table, creatio creates for me this value.

Is it possible to disable with an operation permission?

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Hello!

 

Unfortunately, there is no way to prevent new records creation in objects during data import and we have a problem registered to our R&D team so to implement such a functionality.
This is due to the logic implemented in the import process.
The system adds missing values to its lookups in order to prevent data loss during the import process.
 
As an alternative solution I can recommend the following:
1. Remove the unwanted column from the file before the import, and add it after the process.
2. Match the naming of the file columns with Creatio's system naming.
3. If the problem is tied to creating a lot of duplicates in the system after imports, you can turn on Creatio's deduplication feature and merge the duplicates together.

I will let our R&D team know about your request so to raise the priority of the problem. Thank you for reporting this issue to us and helping us to make our application better!

 

Best regards,
Kate

Kate Karpik,

Thank you Kate

 

Is removing the add permission for a specific lookup a viable work-around?

Stefano,

 

Unfortunately, the offered solution will not solve this issue.

During the import process, the system checks for the correct access rights for the modification of the object (lookup in this case) of the user that initiated the process.

Hence why the users that lack needed rights will not be able to import the data.

 

If you were to restrict the access to the lookup, the data will not be added during the import, regardless if needed columns exist in the lookup or not.

 

Thank you.

 

Best regards,
Kate

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Hi community,

is it possible to hide the register link in SSP login page ?

 

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+1 for this

Hello Stefano,

 

If user self-registration is not required, you can remove the “Register” button from the portal login page:

change the ShowPortalSelfRegistrationLink parameter in the Web.config file to:
 

<add key="UseStaticFileContent" value="false" />

Best regards,
Bogdan

Bogdan,

thank you bogdan

So, if my instance is on  cloud I have to open a case for the support 

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Hi Creatio Community,

I have a portal user connected with an account for eg, Tesla.

Now on customer portal, I have an account lookup but it is only showing the account with which the Portal User is connected to (As shown in the screenshot below).

I want to know is there any way to show every Account names in the lookup?

 

Similarly, there is a contact lookup on portal which is only showing the current portal user name (As shown in the screenshot below).

Is there any way to show every Contact names in the lookup?

Thank you.

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Nisarg Soni,

Hi!

The problem is that the record permissions are turned on and portal users don't have any permissions there. Therefore portal users don't get access to any records. 

Please add permissions of kind (All employees -> All portal users), clear the cache, re-login under a portal user and you should see the records in the list!

 

Best regards,

Max.

Hello,

Please check the object permission for the Contact and Account for "All portal users" in the “Object permissions” section?

alonadolya,

Hi

For Contact and Account, the permission is set for "All portal users". Images attached for reference.

Nisarg Soni,

Hi!

The problem is that the record permissions are turned on and portal users don't have any permissions there. Therefore portal users don't get access to any records. 

Please add permissions of kind (All employees -> All portal users), clear the cache, re-login under a portal user and you should see the records in the list!

 

Best regards,

Max.

Max,

Hi

Thanks for the solution. It works!

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Hi Community,

 

I've an custom assembly package, with a custom business process.

In the business process I added a script block element.

If I move a process element to the designer and try to save, I get the error "Object reference not set to an instance of an object."

To solve the problem I have to change something in the script block and save the BP.

Is there any other way to do this?

 

In the Error.log file there is this error:

2022-05-17 09:40:55,788 [92] ERROR IIS APPPOOL\creatio Terrasoft Post - ManagerServiceLog - ErrorCode = NullReferenceException; Message = Object reference not set to an instance of an object.; InnerException: ; StackTrace =    in Terrasoft.Core.Process.ProcessSchemaManager.GetIsProcessExistsInAssembly(ProcessSchema processSchema)
   in Terrasoft.Core.Process.ProcessInterpretationValidator.ChangedSchemaMethodsRule.ValidateCompiledMethodsInAssembly(ProcessSchema processSchema)
   in Terrasoft.Core.Process.ProcessInterpretationValidator.ChangedSchemaMethodsRule.Validate()
   in Terrasoft.Core.Process.BaseInterpretationValidator`1.Validate(TProcessSchema processSchema, List`1 validationRules, Boolean checkAllRules)
   in Terrasoft.Core.Process.ProcessSchemaManager.GetProcessValidationResult(ProcessSchema process, UserConnection userConnection)
   in Terrasoft.Nui.ServiceModel.WebService.BaseProcessSchemaDesigner`1.ValidateSchema(ISchemaManagerItem item, BaseProcessSchemaResponse response)
   in Terrasoft.Nui.ServiceModel.WebService.BaseProcessSchemaDesigner`1.Save(ContractBaseProcessSchema`1 schema, BaseProcessSchemaResponse response)
   in Terrasoft.Nui.ServiceModel.WebService.ProcessSchemaManagerService.Post(ContractProcessSchema processSchema)

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Dear Stefano,
Sometimes you can catch a bug when trying to save a new version of the process with script-task to assembly package.
This bug is actual for 7.18.5 and lower versions, for example. But in 8.0+ versions it's already fixed.
As a workaround, I can suggest you use a simple package, not an assembly one. 
Of course, the best way to fix it is to update your application to 8.0+.
Best regards, Alex.

 

Aleksei Efimenko,

Thank you Aleksei

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