Hello,



I believe your business task could be achieved by this MarketPlace add-on,

Bogdan,

Thank you for your response. But this add-on will work only for opportunity section. But I need this implementation in leads section.

If there is any other alternative. Please let me know

Thank you.

Regards,

Manideep Korni

Korni Manideep Reddy,

The full sales pipeline doesn't have the option to choose the object to build the dashboard by. Your dashboard can only be created using the development tools. 

We've registered it in our R&D team backlog for consideration and implementation in the future application releases.

Thank you for helping us to improve our product.

Hi Bogdan,

I also had a similar idea and could not see this having been developed and available OOTB. 

BR,

Jacek

Hi,

Here is an example on adding a custom fixed filter.

Case description:

You need to add a custom fixed filter by column Type to the Contact section.

 

Algorithm of realization:

1. Create replacing client schema for your section.
2. Create localizable strings which will contain captions of the filter and menu item.
3. Create image which will contain image of the filter.

4. Source code of the "ContactSectionV2" :

define("ContactSectionV2", [], function() {
    return {
        entitySchemaName: "Contact",
        methods: {
            initFixedFiltersConfig: function () {
                var fixedFilterConfig = {
                    entitySchema: "ContactType",
                    filters: [
                        {
                            name: "TypeFilter",
                            columnName: "Type",
                            referenceSchemaName: "ContactType",
                            caption: this.get("Resources.Strings.ContactTypeFilterCaption"),
                            dataValueType: this.Terrasoft.DataValueType.LOOKUP,
                            appendCurrentContactMenuItem: false,
                            addNewFilterCaption: this.get("Resources.Strings.SelectContactTypeCaption"),
                            hint: this.get("Resources.Strings.SelectContactTypeCaption"),
                            buttonImageConfig: this.get("Resources.Images.ContactTypeFilterImage")
                        }
                    ]
                };
                this.set("FixedFilterConfig", fixedFilterConfig);
            }
        }
    };
});

The result:

Dmytro Vovchenko,

Thank you for your response. I compared with the code above and changed  "addOwnerCaption" to "addNewFilterCaption" and it works now. 

Hello,

The following instructions can help you to achieve the result you are looking for: validators schema section

hi Stefano Bassoli,



You should be using the function in the Read data element.

Could you please describe how you have been using the Read Data BP

element to find the min value for a date field?





BR,

Bhoobalan Palanivelu.

Bhoobalan Palanivelu,

Hi,

see the attached file,

I'm trying to update Event.StartDate field with the MIN value returned by "read data" bp element

Stefano Bassoli,

I recreated the BP and now it works!

Hi,

The code for this button is:

{
						className: "Terrasoft.Button",
						visible: {
							bindTo: "ExpandVisible"
						},
						click: {
							bindTo: "expand"
						},
						markerValue: "addObject",
						imageConfig: resources.localizableImages.ExpandImage,
						style: Terrasoft.controls.ButtonEnums.style.TRANSPARENT
					}

It is defined in the schema StructureExplorerViewConfig. As you can see, the parameter "visible" is bonded to the attribute ExpandVisible.

This attribute is located in the schema StructureExplorerMainViewModel and you can override this schema and set any value you want to it based on the needed condition.

hi Abilash,



Have you checked by refreshing the page?

Did you debug to see the execution of the Detail button event?



If the execution of the event is successful, then Grid data must be refreshed and published by applying the latest filter data.

(OR)

It is possible to implement the quick filter module following this article https://academy.creatio.com/documents/technic-sdk/7-13/adding-quick-filter-block-section





BR,

Bhoobalan Palanivelu

Hi Bhoobalan Palanivelu,

Thanks for your reply.

First part of your question, applying the filter on the detail upon clicking the button is the issue for me.  As for the second part, I've tried implementing the quick filter on the detail but to no avail. It's not throwing an error but nor am I getting the required output.

Regards,

Abilash.S

Hello,

Could you please specify from where exactly would you like to call this function and the purpose of it? Is it from a different application by calling a specific URL/endpoint?

Best regards,

Dariy

Hi Tigran,



For example, table name for Account is SysAccountRight

Vladimir Sokolov, 

thanks for the answer .

I can't find this object in the Configurator (  

Gevorgyan Tigran writes:

Vladimir Sokolov, 

thanks for the answer .

I can't find this object in the Configurator (  

It is now shown in Configurator, but you can insert/update/delete/select with SQL queries.

We manage access rights this way sometimes

Hello Tigran,

As Vladimir pointed out, there is no fast way to transfer the rights to records to another instance yet.

Although, you can manage to do that with a help of the SQL scripts, here is a community post about a similar task that explains it in great detail:

https://community.creatio.com/questions/deployment-permissions

Additionally, I will add this request to an already existing task to prioritize it so our developers will bring such functionality in future releases.

Thank you.

Thanks!!!

Hello,

During synchronization with LDAP is checked table SysAdminUnit (table section Users), so when you synchronize the new user will be created.

You can re-bind the contact with an SQL query and then delete the new contact.

The connection to the table of contacts in SysAdminUnit is made by the ContactId column.

Also, by checking the SysAdminUnit table, if the system already has a user bound to a contact, we cannot create another user bound to an occupied contact.

If users were previously synchronized over LDAP and they have an LDAP element, the system should not generate new contacts/users.

More information is available here:

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

Hello

Kalymbet Anastasia,

Please what is your best suggestion on our scenario?

The old users were created manually. We want to import the same users through LDAP. Are the followoing steps a good workaround ?

1- Deactivate liceneses for existing users

4- Proceed to Synchronization with LDAP 

2- Delete old contacts

3- Delete old users

Hello colleagues,

Yes, it's necessary to provide the user with access rights to both objects.

Otherwise, this column may be empty for the user.

Best regards, Alex. 

Aleksei Efimenko,

THank you for your answer, but I think we didn't get each other.

For instance , we have object 1- opportunity, and object 2 - product,  the product has relationship with opportunuty - 1:N, so there is a lookup field in opportunity for product.

The question is:

Can I configure user rights as when User 1 has access righs to particular product, it will has acess rights to opportunity also.

So if I have Opp_1 and related with him product_1 in that opportunity. If User 1 has access rights to product 1, I need him to have acess rights to its opporunity.

Gevorgyan Tigran,

Unfortunately, no, the user won't have rights to opportunities where certain products are assigned.

Best regards, Alex.