Hi Community,

 

In Creatio column stacked chart, how can we show the percentage along with the count.Any idea?

Like 0

Like

1 comments

Hello Fulgen,

 

 We have already registered the idea for our R&D team to implement this functionality in further releases. I will assign your case to this project in order to increase its priority.  



Best regards,

Bogdan

Show all comments

Hi Community,

 

We are trying to execute sql in mobile using Terrasoft.Sql.DBExecutor.executeSql

But it is not working for Custom objects in only works for OOB objects. We also tried "store.loadPage" and it is only working for OOB objects. Any idea how we can use this of Custom objects in Mobile

 

Like 0

Like

3 comments

Hi Fulgen,

 

I've added a custom section to the RequiredModels array for the model where the rule is located and I was able to get the result. The code was:

Terrasoft.sdk.Model.addBusinessRule('Contact', {
    ruleType: Terrasoft.RuleTypes.Custom,
    triggeredByColumns: ['Age'],
    events: [Terrasoft.BusinessRuleEvents.ValueChanged, Terrasoft.BusinessRuleEvents.Save],
    executeFn: function(record, rule, column, customData, callbackConfig) {
		var isValid = true;
        var store = Ext.create('Terrasoft.store.BaseStore', {
			model: 'UsrCustomSection'
		});
		var queryConfig = Ext.create('Terrasoft.QueryConfig', {
			columns: ['UsrIntegerTest', 'Id'],
			modelName: 'UsrCustomSection'
		});
		store.loadPage(1, {
			queryConfig: queryConfig,
			callback: function(records, operation, success) {
				var loadedRecordTest = records[0];
				if (loadedRecordTest) {
					var integerTest = loadedRecordTest.get('UsrIntegerTest');
					if (integerTest) {
						record.set("Age", integerTest);
					}
				}
			},
			scope: this
		});
        Ext.callback(callbackConfig.success, callbackConfig.scope, [isValid]);
    }
});

So once the age for a contact is modified it get's the value from the UsrIntegerTest column of the UsrCustomSection model and it worked correctly. Try the same approach on your end.

 

Best regards,

Oscar

Oscar Dylan,

 

Hi Oscar, did you add your custom object in your mobile manifest? It is not working using "store.loadPage" do I need to add my custom object in mobile manifest?

Fulgen Ninofranco,

 

Hi,

 

Yes, I've added it as the required model for the "Contact" model in the manifest and also added it as a section to the mobile app:

"Models": {
		"Contact": {
			"RequiredModels": ["Order", "UsrCustomSection"],
			"ModelExtensions": ["UsrContactAgeRule"]
		}
	},

Best regards,

Oscar

Show all comments

how to select any contact as owner when creating a new activity, I tried to change "ShowAllContactsAsOwner" feature to true but still, I can't select only system user contacts

Like 0

Like

1 comments

Hello Moheman,

 

usually, all the users under the All employees role can be set as owners.

Please note, that custom filters can also cover up users from being added to the owner field.

You can find more information about creating activities here:

 

https://academy.creatio.com/docs/8-0/user/crm_tools/activities/create_a…

 

Regards,

Gleb.

Show all comments

Hi Community,

 

We have this scenario below

 

In mobile during "Terrasoft.BusinessRuleEvents.Save" event we need to do some complex validation. We need to execute esq to check whether the record is linked to sub tables or not, if it is linked then Saving will not be allowed.

 

Any idea how we can achieve this? In web this is possible however I couldn't find  any example doing esq on "Terrasoft.BusinessRuleEvents.Save" in mobile.

 

Like 0

Like

2 comments

Hi Fulgen,

 

There is no example of using ESQ inside the business rule that is triggered upon a record save. But you can try creating a server-side logic that will be triggered upon the record save (either a process in the object or using the EventListener) that will then send a push notification and stop record saving in case some conditions are not met. To send a push notification you can use the following construction:

var userConnection = this.Get<UserConnection>("UserConnection");
var pushNotification = new PushNotification(userConnection);
var sysAdminUnitId= new Guid("85AEEF58-0827-41E0-BFC8-1C1DC7D97B6C");
var title = "Validation error";
var message = "Message text";
pushNotification.Send(sysAdminUnitId, title, message);
return true;

also

 

Terrasoft.Configuration

Terrasoft.Core

Terrasoft.Core.Factories

 

assemblies should be added to the code (or the process using). The sysAdminUnitId parameter is an Id of a user that should receive this message, can be dynamically received using the

(Guid)UserConnection.SystemValueManager.GetValue(UserConnection, "CurrentUserContact");

construction and SelectQuery class request to the database to get the SysAdminUnit Id value by ContactId.

 

Best regards,

Oscar

Oscar Dylan,

 

Hi,

 

How about using "store.loadPage". I think it is possible to use this, however it is not working for custom objects, it is only working for OOB objatcts like Contacts and Accounts. Any idea about  "store.loadPage"?

Show all comments

Hello community,

 

I'm trying to display the detail DocListInFinApp in Applicaton section. I added access for portal users but I get the following error:

 

Like 0

Like

1 comments

Hello,

 

Please note that you should register such questions as Cases for our Support team, as we will need to check your instance to see what the problem is. So please, register a new case and provide us with all the details there.

 

Kind regards,

Mira

Show all comments

I can see so many process since long which are stuck in running status.

Can someone explain why this happens.

Like 0

Like

3 comments

Hello,

 

Could you please elaborate on your issue?

 

Thank you,

Artem.

for example -> some processes are scheduled in creatio scheduler to execute at some point of time. But at that time process start but never finish and still in running state after long long time. 

 

Why process stuck in running status? anyone can help!

Shruti,

The reason might be in the application restart.

If RabbitMQ is not configured to your instance - all data about the running processes will be lost when the application is down or restarted.



To fix the issue, please use RabbitMQ. It will save the data about the running processes in RabbitMQ memory.

 

Best regards, Alex.

Show all comments

Hello community,

 

Is there a way to display the print button and allow portal user to download reports including fastreports. I tried giving access to specific objects and adding them in "List of objects available for portal users" lookup. After adding this configuration the print button is shown but I cannot download fast reports due to access rights and the following message is shown "Failed-Forbidden". 

This message is only shown for fast reports printables. Word printables are downloaded successfully. Is there something that I'm missing in the configuration?

 

Thank you,

Lirzae

Like 2

Like

1 comments

Hello, Lirzae!

 

Please try to upload the report again but with an open browser console (press F12 to open it) and provide us with a screenshot of that. 

There might be errors that could help us find the cause of the issue.

 

Best regards,

Kate

Show all comments

Hi All,

I am facing some issues while configuring an edit page for a lookup. I've created a lookup edit page by using this reference: https://community.creatio.com/questions/new-lookup-item-edit-page and added only name field there with insert operation. My issues are listed below.

1. I am getting a Name field as an scripted field in all sections by default.

2. In a lookup by default the Name field is a required field. So this gives me validation error for filling and If I make it not required, this saves empty string as well.

3. If I change its operation with merge in place of insert in the newly created edit page then I'll be unable to add lookup value from the pop up modal box by using "New" button after clicking on magnifying glass icon.

4. If I remove Actions and New buttons from that page using lookupListConfig:{hideActions:true}, Again I'll be unable to save the value.

 

So my questions are:

1. How to add a heading or caption on the top of the lookup edit page (where the Name is currently being shown) ?

2. How to configure that Name field on the lookup edit page as a required field without having the same in all the section pages instead of removing them from every page manually?

Screenshot(ss) explanation : 

ss1: Partner no : Lookup for which I've created an edit page.

Name(Beside Partner no): scripted field being added by default when using "Operation" : "insert".

ss2: lookup edit page JS code.

ss3: script based name field.

ss4: lookup edit page preview where I want Heading/Caption and Name field as required.

ss5: Popup for that script based Name field which pops up continuously because of multiple records in multiple sections.

 

Like 0

Like

3 comments

Hello Rishabh,

 

I am afraid the used method presented in the referenced post will not work for your current need as you seem to have some replacements in the system. There are some alternatives, though.

 

First of all, it is recommended to create a section based on the object you need. This will give a lot of functions to work with the required entity.

 

If it is needed to work with lookups only - in your case, the easiest solution will be to populate it directly via the Lookup section (as it is done by default).

 

We are already working on the mentioned problem, and in future releases, there will be a specific tool to create advanced edit pages for lookup. (Planned for version 8.0.3)

 

I hope my answer was helpful to you.

 

Best Regards,

Dan

 

Denis Bidukha,

hey,

there is a tool now for create advanced edit pages for lookup?

thanks.

noyzada,

 

Hi! 

 

Yes, it is available if your version is 8.0.3 and higher.

The advanced lookup edit page may be created in Freedom UI designer and the required Object (lookup) should be chosen as a source.

 

Best Regards,

Dan

Show all comments

I can not access users from portal in feed. In the screenshot below i am logged in as a portal user.

I can only access one user, the one that i am logged in

Like 0

Like

2 comments
Best reply

Hello Petrika, 

 

Please check whether you portal user has the needed access rights and can access other Contacts records, the issue may occur if the user doesn't have access to the Contacts records.

 

Best regards,

Anastasiia

Hello Petrika, 

 

Please check whether you portal user has the needed access rights and can access other Contacts records, the issue may occur if the user doesn't have access to the Contacts records.

 

Best regards,

Anastasiia

That was the issue. Thank you Anastasiia

Show all comments

Hello Creatio Community !

Which type of contacts can i access in feed ?

I can see only contacts which are users of the system . Is this the only type of contacts that we can see from Feed ?

Like 0

Like

1 comments
Best reply

Hello Petrika, 

 

Yes, you can access here only Contacts that have existing system users. 

 

Best regards,

Anastasiia

Hello Petrika, 

 

Yes, you can access here only Contacts that have existing system users. 

 

Best regards,

Anastasiia

Show all comments