Hello,

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

Kalymbet Anastasia,

Thanks for the suggestions.

But we are looking to filter a contact lookup based on the roles to which the particular record has access. If there are any suggestion specific to this business task, that will be great.

Regards,

Sourav

Hi Stephane,

You can check if the request arrived in the Creatio IIS logs. You can learn more here: https://learn.microsoft.com/en-us/iis/manage/provisioning-and-managing-…

Also, I recommend testing this add-on on a cloud trial instance in order to make sure that the issue lies within the network settings.

Thank you Yevhen for your feedback.

Hi Fulgen,

You can filter the Portal users by "Connection type" column. It is an integer field, you can use the value "0" for Portal users and "1" for Company employee.

Regards,

Sourav

Hello Fulgen, 

Currently, there is no functionality to archive records in the change log. We created an idea for our development team to implement it in further releases. 

Hi,

What does "Clear log" means, does it totally deletes the record from DB or is there any backup of this?

EntityDataService.svc implements the OData 3 API. However, if your object exists in a package that compiles to it's own assembly (an assembly package - meaning your package containing your object has the "Compile package into it's own assembly" checked), it is not accessible via OData 3 and instead you must use OData 4 (not EntityDataService.svc). 

See info on using OData 4 here: https://academy.creatio.com/docs/developer/integrations_and_api/data_se…

The details about OData 3 (which uses EntityDataService.svc) not being able to access objects from Assembly Packages here: https://academy.creatio.com/docs/7-18/developer/development_tools/packa…

Object access is not supported via the OData protocol version 3. Use the OData protocol version 4 to access objects in an assembly package

Ryan

Hello Fulgen, 

Could you please elaborate a bit on your business task or provide us with a screenshot displaying what functionality should be achieved?

Thank you in advance!

Best regards,

Anastasiia 

Anastasiia Zhuravel,

Hi,

On Case creation we are sending email to some CRM user. This  Case record has detail/sub table. We wanted to include the records on this detail/sub table to the email template, in email template we can show Case fields using Macro, how we can retrieve detail/sub table also using macro?

Hello Fulgen,

If you are doing this through a business process you can read the data from that sub table using a filtering condition that would look like:

"Select records from "Sub table" where the subTable.record.caseId equals to the Id of the current case"

Basically it's the same condition used to filter the records that will be displayed in the detail.

And once you have the information of those records you can pass it to the email macros.

If you need further assistance on how to customize your business process please send us an email to support@creatio.com and we will be able to assist you further on this matter.

Best regards,

Dariy

Hello Shivani, 

Can you please provide the code you are referring to? 

Best Regards, 

Igor

Ihor Skohariev,

Following is the code I have used, to mark the records already selected as marked. I need to prevent these marked records as unmarked. Basically, we cannot uncheck an already checked record

esq.getEntityCollection(function(result) {
                 	var existsDocumentsCollection = [];
                 	if (result.success) {
                         		result.collection.each(function(item) {
                         		existsDocumentsCollection.push(item.get(”AccountId”));
                          });
                        }
		config.selectedValues = existsDocumentsCollection;

Hello, is it correct that currently every time you open and close a lookup window there are no selected records and your code doesn't work? Or it's working but only after validation and you need to make it that the needed values are already selected before that moment?

Dmytro Vovchenko,

We have managed to figure this out using custom logic. The rows already selected are marked when we add more records. 

Hi Jose,

Unfortunately, of now, there is no such functionality, but our R&D already has plans to implement it in future versions of Creatio!

As a workaround you can add a macro handler into the template:

https://academy.creatio.com/docs/developer/application_components/email…

Hello,



I have discussed your case with the responsible R&D team. Unfortunately, as of now, there is no possibility to implement your business task and we do have the correspondent problem registered on our side. The R&D team is currently working on implementing this new functionality in one of the future releases of the application.



Thank you for helping us to make our application better.