Dear Alba,

You can register details based on a database view that will open to editing, the same way you can add a detail based on a regular object.

You can read more about these implementations in the following tree: https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/detail-examples

Have a great day!

Dear Sergey,

Could you please provide us with an example and more details of this issue?

Thank you in advance!

Hello,

We recommend you to try out this marketplace addon that allows you to manually mark any communication option as primary, which is not overridden by adding new options to the list:

https://marketplace.creatio.com/app/primary-communication-options-creat…

Mira Dmitruk,

Hello, could you please, clarify, if one installed that add-on, whether that option is available in import also? Or only for Contact form?

Artem Evdokimenko,

Yes, it is possible to mark the emails as primary with this addon when importing from excel, the column is "IsPrimary" and has values "yes" or "no". 

Hello,

Not sure about removing buttons (but theoretically it's possible using the "Visible" property), but as for the "Enabled" property, it's possible to control the state of the button. This can be achieved using sandbox messages exchange mechanisms like (control the copy button "Enabled" property in the detail on the case page based on the case category selected):

CasePage schema

messages: {
			"UpdateActionsStatuses": {
				mode: Terrasoft.MessageMode.PTP,
				direction: Terrasoft.MessageDirectionType.PUBLISH
			}
		},
		...
onCategoryChanged: function() {
				this.callParent(arguments);
				this.sandbox.publish("UpdateActionsStatuses", this.get("Category"), ["ForActionsStatusUpdate"]);
			}

Detail schema

messages: {
			"UpdateActionsStatuses": {
				mode: Terrasoft.MessageMode.PTP,
				direction: Terrasoft.MessageDirectionType.SUBSCRIBE
			}
		},
....
CopyRecordMenuItemEnabled: {
                    dataValueType: this.Terrasoft.DataValueType.BOOLEAN,
                    value: false
			},
....
getCopyRecordMenuItem: function() {
				return this.getButtonMenuItem({
					Caption: {"bindTo": "Resources.Strings.CopyMenuCaption"},
					Click: {"bindTo": "copyRecord"},
					Enabled: {bindTo: "CopyRecordMenuItemEnabled"},
					Visible: {bindTo: "IsEnabled"}
				});
			},
....
subscribeSandboxEvents: function() {
				this.callParent(arguments);
				this.sandbox.subscribe("UpdateActionsStatuses", this.updateActionsStatus, this,
						["ForActionsStatusUpdate"]);
			},
 
			updateActionsStatus: function(result) {
				var parentCaseCategory = result.displayValue;
				var isCategoryCorrect = parentCaseCategory == "PPE Case (Sales Contract)";
				this.updateCopyRecordMenuItem(isCategoryCorrect);
			},
 
			updateCopyRecordMenuItem: function(isCategoryCorrect) {
				var parentCopyRecordEnabled = this.getCopyRecordMenuEnabled();
				var isEnableCopyRecordMenuItem = isCategoryCorrect && parentCopyRecordEnabled;
				this.set("CopyRecordMenuItemEnabled", isEnableCopyRecordMenuItem);
			}

As a result the copy button will be enabled in the detail only if any record is selected in the detail and also if the case category (case page is where the detail is added) is "PPE Case (Sales Contract)".

Yes, it worked. Thank you

That is functionality of Creatio

1. What package is it in? 
2. Does this tool require updating or is it updated only by system update? 
3. How to enable or disable this functionality? 
4. 4. Is this functionality isolated and located only in the system itself or is it synchronized with an external source?

1. What package is it in? 
2. Does this tool require updating or is it updated only by system update? 
3. How to enable or disable this functionality? 
4. 4. Is this functionality isolated and located only in the system itself or is it synchronized with an external source?

Ryan Farley,

1. What package is it in? 
2. Does this tool require updating or is it updated only by system update? 
3. How to enable or disable this functionality? 
4. 4. Is this functionality isolated and located only in the system itself or is it synchronized with an external source?

Nikita,

Not sure what package this is in. It started as a devlabs marketplace addon. At that time the js files were bootstrapped from the Files node of the package (meaning you wouldn’t see it in the configuration for the package). I would assume it's now just part of the Terrasoft.controls.MemoEdit or Terrasoft.controls.BaseEdit controls.
As for disabling it, I typically hide it using CSS when needed. 

Ryan Farley,

Thank you :)

You can set logging up on the object (and specific columns) under 'change log' although I am not sure how easy it is to export from there. Alternatively you could create a detail/section linked to Case (Case Audit) and have a business process that writes specific changes (like modified by) when a record is modified.

Hi Jason,

To track multiple modifications by different users in the "Case" section, enable the change log and add all the columns you need to monitor for modifications.

Rob Watson,

Thank you, I'm working with the logging now.

Goparna Nasina,

Thank you, working with the logging now.

Hello!

You cannot decrypt the encrypted field. 
The data in the secret field is hidden because it contains confidential information for a specific system. 
You don't need the secret key from system settings to set up OAuth integration. Please follow the instructions provided to resolve the issue:
https://academy.creatio.com/docs/8.x/setup-and-administration/on-site-d…

Hello,
 

By default, the "Custom" package is the highest in the package hierarchy and depends on all packages below it. If you want to transfer all schemas from the Custom package to another package, you need to make sure that the new package has dependencies on the required packages.
If the new package has the necessary dependencies, you will be able to successfully transfer the schemas and avoid compilation errors.
The problem is that such a package will likely have many dependencies on other packages (depending on which type of Creatio product it was developed on (for example, Studio has fewer packages, so there will be less dependencies on packages that may not be present in other Creatio environments)). If you want to publish this as an app on the Creatio Marketplace, we recommend following the guidelines described in the Creatio Academy article.
 

Thank you.

Hello,

In case you need to modify the default sorting you need to use the initQuerySorting method override (should be done in the detail schema and also replace the "UsrOrderColumn" with the column you need to use for sorting):

initQuerySorting: function(esq) {
                    const sortedColumn = esq.columns.find("UsrOrderColumn");
                    if (!sortedColumn) {
                        return;
                    }
                    sortedColumn.orderPosition = 0;
                    sortedColumn.orderDirection = Terrasoft.OrderDirection.DESC;
                },

Once saved you can refresh the page and the default sorting will be changed.

Hello,

EntitySchemaQuery checks for access rights when retrieving data, so the issue is in the entity's set of access rights for roles A and B. You need to check if users from both roles have access to the object (object permissions) and the record (record permissions) for the record that is returned for one role but doesn't return for another.