Have you looked in here?

keith schmitt,

Yes, in both - Incoming and Outgoing 

Hello,

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.

Best regards,

Mira

Hello,

How is your mailbox configured ?

Did you synchronize the whole email box or only a specific folder ?

Furthermore, is the Exchange Listener micro-service running ?

Are you on a Creatio cloud instance or On-Premise instance ?

Thanks for the clarifications.

Jonathan

Hello! Thank you for your questions



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.

Thank you!

Hello,

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?)

Kind regards,

Mira

Mira Dmitruk,

To elaborate more,

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.

Regards,

Sourav

Hi Sourav,

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".

Would this solve your task?

Best regards,

Max.

Max,

We need some of the tasks to be completed by the user to proceed, but we don't want to show those tasks in the notification panel.

Is there a way to hide those?

Regards,

Sourav

This would be very useful to me too, did you find a solution/is there any way to do this?

Hello Fulgen,

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.

Best regards,

Dariy

Hello Fulgen,

Can you please share with us the solution ?

Thanks

Hello,

You can automatically fill in the required fields using business rules.



More about business rules on the academy website:

https://academy.creatio.com/docs/user/customization_tools/ui_and_busine…

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.

Hello Jose,

Thank you for the explanation.

Unfortunately, such functionality can be only achieved by the means of development.

We will create a request for our R&D team in order to bring this functionality in future releases.

Best regards,

Artem.

Hello Shivani,

I have an article here that shows how to show or hide printables based on a value on the page. Hopefully this helps you get started: 

https://customerfx.com/article/showing-or-hiding-printables-based-on-a-…

Ryan

Hi Ryan,

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.

Do you have any approach pls?

Thanks

Hello,



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. 



Best regards,

Bogdan

Thanks Bogdan, 

If that is the case, I will switch to a multi select lookup detail. Can you please tell me how to filter a multiselect lookup detail?

Dear Shivani,

 

There was a similar question here about the detail filter.

Bogdan,

Thanks Bogdan, I was looking for something different. I need to get the filter id through sandbox

Hello Evan,

If I understand your requirement correctly then you can refer the following academy article,

https://academy.creatio.com/documents/technic-sdk/7-15/adding-multiple-…

Regards,

Sourav Kumar Samal

Hi Sourav Kumar Samal,

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.
                return this.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"
                };
            }
        }
    };
});

Evan Haklar,

I think getMultiSelectLookupConfig method is configured incorrectly, here in your case try with the following configuration,

getMultiSelectLookupConfig: function() {
                return {
                    // Root schema.
                    rootEntitySchemaName: "UsrCompetitorBrands",
                    // Root schema column.
                    rootColumnName: "UsrCompetitorBrands",
                    // Connected schema.
                    relatedEntitySchemaName: "Account",
                    // Root schema column.
                    relatedColumnName: "UsrAccount"
                };
            }

Let me know if this works for you.

Regards,

Sourav Kumar Samal

Hi Sourav Kumar Samal,

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.

Have you any other suggestion?

Hi Sourav Kumar Samal,

I've sorted the issue!  Actually, I didn't declare the root entity column name correctly!  Once I did this, it's worked properly.

Hello,

 

Please try using OAuth authentication to work with your service.

More details on the academy website:

https://academy.creatio.com/docs/user/customization_tools/web_services/…

Hello Cesar,

The isRequired attribute that uses the value that method returns works correctly in my local app (using bindTo: {"method name here"}). It seems that there is either some other custom logic related to these columns in the ContactPageV2 or maybe custom CSS that hides these * symbol. You need to look through all the logic related to these columns where you need to have the * symbol.

Best regards,

Oscar

Oscar Dylan,

Hi Oscar,  In my case, when the method returns True it works fine, but when it returns False, the * is gone, but the warning remains and it doesn't allow to save.  In what version did you try it?

Thanks!

Cesar Jaramillo,

Let's see what method of making fields required* dynamically actually works good – it is using rules/businessRules.

You can create a rule for your field, the condition can be any value of the page and its related lookups.

Like here:

But if you have to do this for several fields, it will take much time to set them for each field. 

And if there are many conditions or they are too complex, "businessRules" abilities can be not enough.

But we can set an attribute (boolean) to be a condition for each of these rules, like here:



The attribute value can be changed dynamically using "methods".

So here's what i'd advise you to do:



In my example the fields "Email" and "Preferred language" become required, if the contact Type is "Customer" and the "Owner" field is not empty.

1. Add an attribute of type BOOLEAN

attributes: {
	"FullInfoRequired": {
		"dataValueType": Terrasoft.DataValueType.BOOLEAN,
		"dependencies": [
			{
				"columns": ["Owner", "Type"],
				"methodName": "setFullInfoRequired"
			}
		]
	}
},

Each time any of the columns ("Owner" or "Type") is changed, the method "setFullInfoRequired" is called.

2. Add the method

setFullInfoRequired: function() {
	var type = this.get("Type");
	// ContactType.Client is a GUID for "Customer" type
	if (type.value === confConsts.ContactType.Client && this.get("Owner")) {
		this.set("FullInfoRequired", true);
	}
	else this.set("FullInfoRequired", false);
}

To set the attribute on page loading, immediately after the page loaded its data, you should also call this function in "onEntityInitialized":

onEntityInitialized: function() {
	this.callParent(arguments);
	this.setFullInfoRequired();
}

3. Add the rules using Page designer, as in my 2nd screenshot, for each field that should become required.

If the conditions are simple, just use businessRules as in the 1st screenshot.

Hi Shivani,

Thank you for your question!

Regarding the mentioned error in the console, it indicates that the column was either removed from the corresponding object or renamed. We do not recommend deleting any fields, columns or objects as it may lead to unpredictable issues. If some fields are not needed anymore, you can simply change their usage mode to "none". It's hard to identify which column exactly was removed/renamed without accessing the website. Please, contact us at support@creatio.com. We will check the configuration and will try to find out the reason for this issue.

Best regards,

Anastasiia

Anastasiia Lazurenko,

I got the attachment detail working. I noticed if you name the attachment detail as <SectionName>File it works eg : CustomFile for section named Custom, UsrProofFile for section named UsrProof

Shivani Lakshman,

Hi Shivani, I have a quite similar request as yours. I need to customize the default attachment detail of Order page by adding a lookup field into the attachment detail page.

Since the Order's attachment has its own object OrderFile, I created a replacing object of OrderFile and added a new lookup column, say UsrAttachmentType, in the OrderFile object. Then I used this new OrderFile to create a detail through detail wizard and put Name, Description, and UsrAttachmentType columns in the detail page. Then I changed the parent object of the detail with FileDetailV2 and saved the detail.

After the above steps, I could use the new attachment detail to upload files as original attachment detail; but when I double click the attachment record in the detail list, it opened with the old attachment detail page with only Name and Description fields, not the new detail page I setup as above, with additional lookup field UsrAttachmentType.

Please advise what I shuld do? Thank you!