I have setup a DCM on a section. But when I login from a portal user, I can see the DCM area/container but can not see the DCM bar. Is there any setting or permission that needs to be added?
I am using 7.18.3 Studio version. Any help would be appreciated.
I'm trying to add a user in an organizational role called "Branch x". This organizational role has 2 parent roles. Is it necessary to specify this organizational roles (the 2 parent roles of "Branch x") when I try to create a new user in Branch x?
Please make sure to go through this article from Creatio Academy as it will explain better how the Organizational roles work. To answer your question, I will refer to a part of this article: Organizational roles automatically inherit access permissions from their parent organizational roles. So no, you don't need to specify the parent roles of the "Branch x" role.
Please note that it should synchronize the emails sent from Gmail and something must just not work right. It's better if you register a case for our support team and describe the problem there, as we will need to check the issue more closely and it can't be resolved here on Community.
Probably, I've described my case not so precisely.
Our managers sometimes send emails from Creatio. In this case everything works fine - they see these emails in both places - in Creatio and Gmail (as sent items)
But sometimes they send emails to Customer directly from their Gmail (not from Creatio). So, our task is to get these emails as Outgoing to Creatio as well.
We have configured as standard Gmail mailbox.
We synchornize the whole email box. Also tested to work with specific folder - have the same result.
This is in both - Creatio cloud and On-premise.
I am afraid, this is standard functionality, so I am looking for option to improve it.
We need to hide the notifications for Activities (Created in process or DCM). Is there a way to hide or don't show those notifications for activities only?
Please provide us with more details on the business logic you want to implement and specify which notifications exactly this is about (in DCM or communication panel?)
While adding an activity element in business process or in DCM, the activity notification shows under "Business Process Tasks" in communication panel (refer screenshot). Under the same "Auto generated page" or "Pre configured pages" are also shown.
Our requirement here is to hide those activity notifications from "Business Process Tasks", but keep the "Auto generated page" or "Pre configured pages" notifications.
If you do not need these tasks to be shown and completed for the process to continue, you can create activities with a simple "Add data" element in the business process instead of "Perform task".
In Mobile, we can create visibility conditions based on the supplied array of conditional columns. What I wanted to achieve is to make conditional columns as "OR" condition not "AND". Any idea please, I couldn't find anything from documentation.
Unfortunately this business rule only works with the AND operator. You would need to create a custom business rule in order to implement this. At the moment we do not have a ready example of this functionality, but you are welcome to try to your own implementation and share with us the results.
I have some Case Stages grouped and in some scenarios of all the stages only one is available. Is there a way to default to that one instead of the user click on the drop down and select the only stage available?
In the attached example, I'd would like the 'Validate Provider File' stage on the bar so the user does not have to click the drop down and select it.
Thanks Cherednichenko, but that is not what I need. I don't need to default a field on the actual page. I need to make visible the only stage available on a case where stages are grouped. What stage is enabled depends on a previous stage. In the screenshot attached to the question, If the previous stage was Confirm Provider File Received', then the only option available for the user is Validate Provider File. But because that stage is grouped with 'Validate Patient File', that is what is shown in the bar and the user has to make an extra click to select 'Validate Provider File' even though that is the only option available.
I have an opportunity section with a lookup field called OpportunityType. I also have a lookup field called Printable in the same section, which the user will use to tag the opportunity record to a particular printable.
The use case here is that since we have many printables, we would like to filter the printable based on OpportunityType. I am assuming we need to replace the Printable object, add a new lookup column referencing the OpportunityType Lookup. We want this field OpportunityType to be visible on the UI where Printables are configured (Please see below image).
I am looking for something different. I want to override the printable page schema (The page where we add new printable records) to show a new field as seen in the image I posted earlier.
I have a preconfigured page where there is a detail. The use case is a user will select list of records from the detail and I need to process these records. Is there a way to get the selected list of records from the preconfigured page detail?
Unfortunately, there is no opportunity to select a few records on the Auto-Generated page. If you need to add a selection of records to the system, you need to specify some filtering conditions by which the Add data element will work.
We have registered your request for our R&D team to include such functionality in one of the upcoming releases.
Hi Team I'm trying to make a new Account detail appear as a multi-select lookup list, instead of opening a new detail window. Currently, when I click on (+) under Competitor Brands in Account, the detail opens in a detail display. However, I want a lookup select to simply open, such as when Products (+) is selected.
Thanks, that's very helpful. I've implemented the LookupMultiAddMixin however and the modal dialog is appearing, but with no data!
I have inserted test data into my lookup, the issue I have is obviously in telling Creatio where to look.
Within the getMultiSelectLookupConfig, can you help with some advice on how to determine the correct schema and column names?
define("UsrSchemaf8875bd9Detail", ["LookupMultiAddMixin"], function(){return{
mixins:{// Connecting the mixin to the schema.
LookupMultiAddMixin:"Terrasoft.LookupMultiAddMixin"},
methods:{// Overriding the base method for initializing the schema.
init: function(){this.callParent(arguments);//Initializing the mixin.this.mixins.LookupMultiAddMixin.init.call(this);},
// Overriding the base method for displaying the "Add" button.
getAddRecordButtonVisible: function(){//Displaying the "add" button if the detail is maximized, even if the detail edit page is not implemented.returnthis.getToolsVisible();},
// Overriding the base method.// The save event handler for the detail edit page.
onCardSaved: function(){// Opens the window for multiple record selection.this.openLookupWithMultiSelect();},
// Overriding the base method of adding a detail record.
addRecord: function(){// Opens the window for multiple records selection.this.openLookupWithMultiSelect(true);},
// A method that returns a window configuration object.
getMultiSelectLookupConfig: function(){return{// Root schema — [Opportunities].
rootEntitySchemaName:"Account",
// Root schema column.
rootColumnName:"Account",
// Connected schema — [UsrCompetitorBrands].
relatedEntitySchemaName:"UsrCompetitorBrands",
// Root schema column.
relatedColumnName:"UsrCompetitorBrands"};}}};});
Thanks for your help. Unfortunately it didn't work. This actually causes the Multi Select lookup to display a list of Accounts, instead of a list of CompetitorBrands. It's backwards to what we need.
It seems the order was correct previously, as the ROOT entity should be the Account (it appears under the Account object, and we want to associate the CompetitorBrandsInAccount by column Account) however just the definition of the SchemaName or ColumnName seems to be incorrect.
