7.18 | Community Creatio

18:03 Sep 23, 2022

From the screenshots it look like the column you're storing the number in is "UsrCode", however the screenshots show you're attempting to set that in a column named "Code".

Change the line that says:

Entity.SetColumnValue("Code", UserTask1.ResultCode);

To this:

Entity.SetColumnValue("UsrCode", UserTask1.ResultCode);

Secondly, it's unlikely that the name of the UserTask component (the element titled "Generate ordinal number" in your screenshot) is really just UserTask1 (unless you've changed it to that). To find it's name, select that element, then click the three-dot button on the top of the properties on the right and switch to advanced mode to see the name. Then change the "UserTask1" part of the code in both script tasks to that name (it's likely something like UserTask_ followed by random numbers/letters)

Ryan

Altaf Hussian

05:32 Sep 26, 2022

Ryan Farley,

Thanks for your reply. I have double checked my code and I have changed it into "UserTask1" also I have shown 2 examples where I am trying to follow the tutorial with property value as "Code" and my custom section with the property as "UsrCodee".

Also, I see this as because of missing source code details for my custom section than the sample SDK which was referenced in the document.

Thanks,

Altaf Hussian

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Activity

Studio_Creatio

hide activity under dcm based on current user contact

15:00 Sep 21, 2022

Hi,

Once the activity is created by DCM, I want to show only the activity which is assigned to the current user. Any lead woul help.

Regards,

Sourav

3 comments

Cherednichenko Nikita

22:37 Sep 28, 2022

Hello,

You can create a business process that grants read permission to an activity only to its owner.

More about the business process element "Change access rights":

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

Sales_Creatio_enterprise_edition

07:17 Sep 29, 2022

Cherednichenko Nikita,

I have already tried this approach. Although it works perfectly fine for Activity section, but under DCM it still shows the Activity which I want to show or hide conditionally.

Regards,

Sourav

Cherednichenko Nikita

10:31 Sep 29, 2022

Sourav Kumar Samal,

If you remove read permissions for other users, then only the responsible user will be able to see this record.

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callback

multiplecallback

Multiple callbacks

Shivani Lakshman

04:33 Sep 21, 2022

Hello,

I need to make a button visible based on a few conditions

1. If current user contact record has a lookup value of "Approver"

and

2. If account record of the current user contact has lookup value "Enterprise"

Since there are 2 tables to be queried, I understand I need to use callbacks and chaining. This does not seem to work well for me. I have also tried passing a callback function within a callback function, but still its not working well. Can someone please give an example of multiple callbacks?

Thanks

2 comments

Bhoobalan Palanivelu

12:26 Sep 21, 2022

Please refer to the below threads.

1. https://community.creatio.com/articles/getentity-schema-works-asynchron….

2. https://community.creatio.com/articles/how-can-we-use-asyncvalidate-fun….

BR,

Bhoobalan Palanivelu.

19:20 Sep 21, 2022

There's no need for the multiple callbacks since this can be done in a single ESQ query. For example, the ESQ below retrieves both the current user's Type value as well as the current user's account Type value in the same call.

var esq = Ext.create("Terrasoft.EntitySchemaQuery", {
    rootSchemaName: "Contact"
});
 
esq.addColumn("Type");
esq.addColumn("Account.Type", "AccountType");
 
esq.getEntity(Terrasoft.SysValue.CURRENT_USER_CONTACT.value, function (result) {
    if (result.success) {
        var conType = result.entity.values.Type,
            accType = result.entity.values.AccountType;
 
        if ((conType &amp;&amp; conType.displayValue == "Approver")
            &amp;&amp; (accType &amp;&amp; accType.displayValue == "Enterprise")) {
            // do something
        }
    }
}, this);

However, to nest a ESQ in a callback of another ESQ it would look like this:

var esq = Ext.create("Terrasoft.EntitySchemaQuery", {
	rootSchemaName: "Contact"
});
 
esq.addColumn("Type");
esq.addColumn("Account");
 
esq.getEntity(Terrasoft.SysValue.CURRENT_USER_CONTACT.value, function (result) {
    if (result.success) {
        var conType = result.entity.values.Type,
            account = result.entity.values.Account;
        if (conType &amp;&amp; conType.displayValue == "Approver") {
            var esq = Ext.create("Terrasoft.EntitySchemaQuery", {
                rootSchemaName: "Account"
            });
 
            esq.addColumn("Type");
 
            esq.getEntity(account.value, function (result) {
                if (result.success) {
                    var accType = result.entity.values.Type;
                    if (accType &amp;&amp; accType.displayValue == "Enterprise") {
                        // do something
                    }
                }
            }, this);
        }
    }
}, this);

Ryan

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Sales_Creatio

Show Delete Menu Item in custom detail only for certain roles

Nirupama Mohan Latha

02:51 Sep 20, 2022

How can we show the Delete Menu Item for a custom detail only for a certain role like System Administrator?

2 comments

Kalymbet Anastasia

12:57 Sep 21, 2022

Hello,

you can restrict deletion rights with object permissions.

The following instructions can help you to achieve the result you are looking for: Object operation permissions

Nirupama Mohan Latha

19:58 Sep 21, 2022

Thank you Kalymbet!

With this option, the Delete Item would still be "visible" to all users (although only certain roles will have permission to perform deletion as defined in object permissions).

Any way to display the option only for specific roles?

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Pass a parameter to a button click method

Firas Hamdoun

12:06 Sep 12, 2022

Hello,

I would like create multiple buttons that call a business process. Due to the number of buttons in my page, I would like to create a single button click method. This method would receive a parameter that would tell it which button was called. The parameter would then determine which field would be read.

My button method should look something like this:

 onButtonClick: function(clickedButton){
				var recordId = this.get("Id");
                var readField = "Error"; //This value should change later, will show error otherwise
 
                switch(clickedButton){
                    case "Button1":
                        readField = this.get("Field1");
                        break;
                    case "Button2":
                        readField = this.get("Field2");
                        break;
                    /*More Cases
                    .
                    .
                    .
                    */
                   default:
                    console.log(readField);
                    break;
                }
 
                var config = {
                    sysProcessName: "UsrBpToCall",
                	parameters: {
						CurrentRecordId: recordId,
						ReadField: readField,
 
					}
				};
                ProcessModuleUtilities.executeProcess(config);
}

I assume the parameter would appear in the diff section, but I do not know how to implement this functionality.

I appreciate your help!

Kind Regards,

Firas

3 comments

Best reply

18:24 Sep 12, 2022

Hello Firas,

If you add a tag to each button it will get passed as the fourth parameter to the click handler.

For example:

{
	"operation": "insert",
	"parentName": "Detail",
	"propertyName": "tools",
	"name": "MyButton1",
	"values": {
		"itemType": Terrasoft.ViewItemType.BUTTON,
		"caption": "Send selected invoice",
		"click": {"bindTo": "onMyButtonClick"},
		"tag": "MyButton1"
	}
}

Then you can retrieve the tag in the click function handler like this:

onMyButtonClick: function(p1, p2, p3, tag) {
    console.log(tag);
}

Ryan

Sales_Creatio_enterprise_edition

18:24 Sep 12, 2022

Hello Firas,

If you add a tag to each button it will get passed as the fourth parameter to the click handler.

For example:

{
	"operation": "insert",
	"parentName": "Detail",
	"propertyName": "tools",
	"name": "MyButton1",
	"values": {
		"itemType": Terrasoft.ViewItemType.BUTTON,
		"caption": "Send selected invoice",
		"click": {"bindTo": "onMyButtonClick"},
		"tag": "MyButton1"
	}
}

Then you can retrieve the tag in the click function handler like this:

onMyButtonClick: function(p1, p2, p3, tag) {
    console.log(tag);
}

Ryan

Firas Hamdoun

10:36 Sep 13, 2022

Ryan Farley,

the solution works perfectly. Thank you.

I have a follow-up question if you do not mind. Does the tag being passed as the fourth argument mean that button click methods can take up to 4 arguments? If that is the case how can one proceed if they were to pass more than one argument and populate p1 through p3?

Thank you again, your Community responses and articles have been very helpful.

Firas

Oleg Drobina

12:19 Sep 13, 2022

Hello,

Not sure about passing 4 arguments to the click event, I've been using the tag property only to pass the parameter needed. In your case you can bind the click-handler method to several buttons and specify different tags for it so the click-handler method could understand what to do according to the button tag.

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Javascript

Default values for new record created from lookup window

Robert Pordes

14:20 Sep 09, 2022

Hi Community!

I have the following requirement:

We need to link a custom entity called reclamations to the activity. This has to be done m:n. So I have created a new link entity called ReclamationInActivity and added it as a detail to the ActivityPageV2.js.

When adding such a ReclamationInActivity record from the activity a new page opens and the user can open the reclamation lookup window there to select or create a reclamation.

When they choose to create a new reclamation, the account and contact have to be prefilled on the "new reclamation" page.

I cannot use business rules, because there is no link from the reclamation to ReclamationInActivity.

Also, using a business process is not an option, because the user would have to save the record first and we need to prefill the values.

Is there a way to achieve this by javascript somehow?

Thanks,

Robert

1 comments

Dmytro Vovchenko

09:35 Sep 13, 2022

Hi,

If I understand you correctly you want to add a value to columns "Contact" and "Account" from your activity. If so, you can use a simple esq request to get these values and set them in the init or onEntityInitialized methods.

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image

containers

CSS

Sales_Creatio_enterprise_edition

Add image to header in Accounts section

Shivani Lakshman

12:24 Sep 08, 2022

Hello,

We have a boolean column in accounts section. If the value is checked, we would like to add an image on the header space as highlighted in yellow in image below. Is there a sample code/ recommendation for this?

1 comments

Dmytro Vovchenko

16:28 Sep 09, 2022

Hello,

You can write a simple button and display it in the center.

{
				"operation": "insert",
				"name": "TestContainer",
				"parentName": "ActionButtonsContainer",
				"propertyName": "items",
				"values": {
					"itemType": Terrasoft.ViewItemType.CONTAINER,
					"wrapClass": ["test-container-wrapClass"],
					"items": []
				}
			},
            {
                "operation": "insert",
                "parentName": "TestContainer",
                "propertyName": "items",
                "name": "PrimaryContactButton",
                "values": {
 
                    "itemType": Terrasoft.ViewItemType.BUTTON,
                    "click": {bindTo: "testclick"},
					"visible": {bindTo: "checkVisible"},
                    "enabled": true,
                    "style": Terrasoft.controls.ButtonEnums.style.TRANSPARENT,
					"imageConfig": {"bindTo": "Resources.Images.EnrichedDefaultIcon"}
                }
            }

In the method checkVisible you can return true or false based on the condition.

To make it at the center just add a new CSS style:

define("AccountPageV2", ["css!UsrDStyle"], function() {

.test-container-wrapClass {

margin-left: auto;

margin-right: auto;

width: 6em

}

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Filtering contact lookup based on record permissions

11:11 Sep 08, 2022

Hi Community,

We have enabled record permission for an object and based on some conditions we are adding role wise permissions to the record. We want to filter a contact lookup field based on the roles to whom the record has access, i.e. only those contact will show whose associated user falls under the roles to which the particular record has access.

Any suggestions or lead will help a lot.

Thanks,

Sourav Kumar Samal

2 comments

Kalymbet Anastasia

14:16 Sep 12, 2022

Hello,

To read more information about the permission access and role please refer to these Academy articles: Object operation permissions, Functional roles, Record permissions