Good day!

 

The report is generated in Word format.

Website version 7.18.5

Screenshot attached

 

In one of our tables, we have several products linked to a specific Id. Each product is associated with its unique point of inclusion address. The product names are successfully pulled and correctly displayed in the report table - each name in a separate line, which fully meets our requirements. We set this up through the table part report settings.

 

The problem arises with the addresses of the points of inclusion, the values for which we obtain using a macro. In the current configuration, all addresses for the three products are collected and displayed in one line of the table, instead of being located in the corresponding lines opposite each product.

 

Question:

Could you advise on how we might modify the macro or the process of its operation so that the addresses of the points of inclusion are placed in separate cells of the table in accordance with each product?

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Hello,

 

Could you please provide us with an example of the macro you are using?

Please provide the table settings, and also take a screenshot of how this table looks specifically in the printable template in word plugin.

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Hi Creatio Community,

 

I've been trying to create custom Actions dropdown button (not FreedomUI) and I can't seem to be able to find working documentation for it or get something similar to it.  Would like your help for it.





 

Here are a couple of documentations I've tried out (First one is not working while the second one isn't exactly what we want):

 

1. https://community.creatio.com/questions/add-custom-buttons-actionbutton…



2. https://community.creatio.com/articles/how-create-and-popualte-drop-dow…

 

Thanks in advance.

 

Regards,

Abilash.S

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Abilash,

 

Hi,

 

The task is to copy the logic of the existing "Actions" button and apply the same to the custom button. To do that (tested in the "Opportunity" section):

 

1) In the OpportunitySectionV2 section schema:

 

1.1) Add the CombinedModeCustomActionsButtonMenuItems attribute of the "Collection" dataValueType (Terrasoft.DataValueType.COLLECTION). The example is CombinedModeActionsButtonMenuItems from BaseDataView.

1.2) Create a PTP "GetCardActionsCustom" message with the SUBSCRIBE direction (as done on the BasePageV2)

1.3) In the subscribeSandboxEvents method subscribe to the "GetCardActionsCustom" message and trigger the initCustomActionButtonMenu method when the "GetCardActionsCustom" message is received (as done for the "GetCardActions" message on the BasePageV2)

1.4) Create an extension of the _initCollections method (as done for the basic "Actions" button)

1.5) Add an empty prepareCustomActionsButtonMenuItems function to methods (as done for prepareActionsButtonMenuItems method in BaseDataView)

1.6) Add the initCustomActionButtonMenu method which is a handler for the "GetCardActionsCustom" message (as done with the initActionButtonMenu method from BaseDataView).

1.7) Add the button itself to the diff array

 

The complete schema of OpportunitySectionV2:

define("OpportunitySectionV2", [], function() {
	return {
		entitySchemaName: "Opportunity",
		attributes: {
 
			"CombinedModeCustomActionsButtonMenuItems": {
				dataValueType: Terrasoft.DataValueType.COLLECTION
			}
		},
		messages: {
 
			"GetCardActionsCustom": {
				mode: Terrasoft.MessageMode.PTP,
				direction: Terrasoft.MessageDirectionType.SUBSCRIBE
			}
		},
		details: /**SCHEMA_DETAILS*/{}/**SCHEMA_DETAILS*/,
		diff: /**SCHEMA_DIFF*/[
			{
				"operation": "insert",
				"name": "CustomActionsButton",
				"parentName": "CombinedModeActionButtonsCardLeftContainer",
				"propertyName": "items",
				"values": {
					"itemType": Terrasoft.ViewItemType.BUTTON,
					"caption": {"bindTo": "Resources.Strings.CustomActionsButtonCaption"},
					"classes": {
						"textClass": ["actions-button-margin-right"],
						"wrapperClass": ["actions-button-margin-right"]
					},
					"prepareMenu": {"bindTo": "prepareCustomActionsButtonMenuItems"},
					"menu": {"items": {"bindTo": "CombinedModeCustomActionsButtonMenuItems"}}
				}
			},
		]/**SCHEMA_DIFF*/,
		methods: {
 
			subscribeSandboxEvents: function() {
				this.callParent(arguments);
				const cardModuleSandboxId = this.getCardModuleSandboxId();
				this.sandbox.subscribe("GetCardActionsCustom", function(actionMenuItems) {
					this.initCustomActionButtonMenu("Combined", actionMenuItems);
				}, this, [cardModuleSandboxId]);
			},
 
			prepareCustomActionsButtonMenuItems: Ext.emptyFn,
 
			_initCollections: function() {
				this.callParent(arguments);
				this.set("CombinedModeCustomActionsButtonMenuItems", this.Ext.create("Terrasoft.BaseViewModelCollection"));
			},
 
			initCustomActionButtonMenu: function(modeType, actionMenuItems) {
				const collectionName = modeType + "ModeCustomActionsButtonMenuItems";
				const collection = this.get(collectionName);
				if (actionMenuItems.getCount()) {
					this.set(modeType + "ModeActionsButtonVisible", true);
					const newCollection = this.Ext.create("Terrasoft.BaseViewModelCollection");
					actionMenuItems.each(function(item) {
						newCollection.addItem(item);
					}, this);
					if (collection) {
						collection.clear();
						collection.loadAll(newCollection);
					} else {
						this.set(collectionName, newCollection);
					}
				} else {
					this.set(modeType + "ModeActionsButtonVisible", false);
				}
			},
		}
	};
});

2) In OpportunityPageV2:

 

2.1) Create the "GetCardActionsCustom" message (as done for the "GetCardActions" existing message)

2.2) In the init method call the initCustomActionButtonMenu method

2.3) Create the initCustomActionButtonMenu method (as done for the initActionButtonMenu in BasePageV2)

2.4) Create the getCustomActions method (as done with the getActions method in the basic OpportunityPageV2 with only difference that you don't need to call parent method but create an instance of the Terrasoft.BaseViewModelCollection here)

2.5) Add the button itself to the diff array

 

The complete code is:

define("OpportunityPageV2", [], function() {
	return {
		entitySchemaName: "Opportunity",
		attributes: {},
		messages: {
			"GetCardActionsCustom": {
				mode: this.Terrasoft.MessageMode.PTP,
				direction: this.Terrasoft.MessageDirectionType.PUBLISH
			}
		},
		modules: /**SCHEMA_MODULES*/{}/**SCHEMA_MODULES*/,
		details: /**SCHEMA_DETAILS*/{
			"UsrSchemaf6483d73Detaile560e0a4": {
				"schemaName": "UsrSchemaf6483d73Detail",
				"entitySchemaName": "UsrOppTestDet",
				"filter": {
					"detailColumn": "UsrOpportunity",
					"masterColumn": "Id"
				}
			}
		}/**SCHEMA_DETAILS*/,
		businessRules: /**SCHEMA_BUSINESS_RULES*/{}/**SCHEMA_BUSINESS_RULES*/,
		methods: {
 
			init: function() {
				this.callParent(arguments);
				this.initCustomActionButtonMenu();
			},
 
			initCustomActionButtonMenu: function() {
				this.publishPropertyValueToSection("IsCardInEditMode", this.isEditMode());
				var actionMenuItems = this.getCustomActions();
				var actionsButtonVisible = !actionMenuItems.isEmpty();
				this.set("CustomActionsButtonVisible", actionsButtonVisible);
				this.set("CustomActionsButtonMenuItems", actionMenuItems);
				this.sandbox.publish("GetCardActionsCustom", actionMenuItems, [this.sandbox.id]);
			},
 
			getCustomActions: function() {
				var actionMenuItems = this.Ext.create("Terrasoft.BaseViewModelCollection");
				actionMenuItems.addItem(this.getButtonMenuItem({
					"Caption": {"bindTo": "Resources.Strings.CustomButtonCaption"},
					"Tag": "clickCustomButton"
				}));
				return actionMenuItems;
			}
		},
		dataModels: /**SCHEMA_DATA_MODELS*/{}/**SCHEMA_DATA_MODELS*/,
		diff: /**SCHEMA_DIFF*/[
			{
				"operation": "insert",
				"parentName": "LeftContainer",
				"propertyName": "items",
				"name": "actions",
				"values": {
					"itemType": Terrasoft.ViewItemType.BUTTON,
					"caption": {"bindTo": "Resources.Strings.CustomButtonCaption"},
					"classes": {
						"textClass": ["actions-button-margin-right"],
						"wrapperClass": ["actions-button-margin-right"]
					},
					"menu": {
						"items": {"bindTo": "CustomActionsButtonMenuItems"}
					},
					"visible": {"bindTo": "CustomActionsButtonVisible"}
				}
			},
			{
				"operation": "merge",
				"name": "MetricsContainer",
				"values": {
					"layout": {
						"colSpan": 24,
						"rowSpan": 1,
						"column": 0,
						"row": 0
					}
				}
			},
			{
				"operation": "merge",
				"name": "OpportunityClient",
				"values": {
					"layout": {
						"colSpan": 24,
						"rowSpan": 1,
						"column": 0,
						"row": 1
					}
				}
			},
			{
				"operation": "remove",
				"name": "OpportunityClient",
				"properties": [
					"tip"
				]
			},
			{
				"operation": "merge",
				"name": "LablelMetricsContainer",
				"values": {
					"layout": {
						"colSpan": 24,
						"rowSpan": 1,
						"column": 0,
						"row": 2
					}
				}
			},
			{
				"operation": "merge",
				"name": "BantProfileHeaderContainer",
				"values": {
					"layout": {
						"colSpan": 24,
						"rowSpan": 1,
						"column": 0,
						"row": 0
					}
				}
			},
			{
				"operation": "merge",
				"name": "BantIcon",
				"values": {
					"layout": {
						"colSpan": 5,
						"rowSpan": 1,
						"column": 0,
						"row": 0
					}
				}
			},
			{
				"operation": "merge",
				"name": "BantHeaderCaption",
				"values": {
					"layout": {
						"colSpan": 12,
						"rowSpan": 1,
						"column": 5,
						"row": 0
					}
				}
			},
			{
				"operation": "merge",
				"name": "OpportunityBudget",
				"values": {
					"layout": {
						"colSpan": 19,
						"rowSpan": 1,
						"column": 5,
						"row": 1
					}
				}
			},
			{
				"operation": "merge",
				"name": "OpportunityDecisionMaker",
				"values": {
					"layout": {
						"colSpan": 19,
						"rowSpan": 1,
						"column": 5,
						"row": 2
					}
				}
			},
			{
				"operation": "merge",
				"name": "OpportunityLeadType",
				"values": {
					"layout": {
						"colSpan": 19,
						"rowSpan": 1,
						"column": 5,
						"row": 3
					}
				}
			},
			{
				"operation": "move",
				"name": "OpportunityLeadType",
				"parentName": "BantProfile",
				"propertyName": "items",
				"index": 3
			},
			{
				"operation": "merge",
				"name": "OpportunityDueDate",
				"values": {
					"layout": {
						"colSpan": 19,
						"rowSpan": 1,
						"column": 5,
						"row": 4
					}
				}
			},
			{
				"operation": "merge",
				"name": "ESNTab",
				"values": {
					"order": 8
				}
			},
			{
				"operation": "merge",
				"name": "GeneralInfoTab",
				"values": {
					"order": 0
				}
			},
			{
				"operation": "merge",
				"name": "OpportunityTitle",
				"values": {
					"layout": {
						"colSpan": 24,
						"rowSpan": 1,
						"column": 0,
						"row": 2
					}
				}
			},
			{
				"operation": "merge",
				"name": "Amount",
				"values": {
					"layout": {
						"colSpan": 12,
						"rowSpan": 1,
						"column": 0,
						"row": 3
					}
				}
			},
			{
				"operation": "merge",
				"name": "ResponsibleDepartment",
				"values": {
					"layout": {
						"colSpan": 12,
						"rowSpan": 1,
						"column": 12,
						"row": 3
					}
				}
			},
			{
				"operation": "move",
				"name": "ResponsibleDepartment",
				"parentName": "OpportunityPageGeneralBlock",
				"propertyName": "items",
				"index": 3
			},
			{
				"operation": "merge",
				"name": "Probability",
				"values": {
					"layout": {
						"colSpan": 12,
						"rowSpan": 1,
						"column": 0,
						"row": 4
					}
				}
			},
			{
				"operation": "merge",
				"name": "Owner",
				"values": {
					"layout": {
						"colSpan": 12,
						"rowSpan": 1,
						"column": 12,
						"row": 4
					}
				}
			},
			{
				"operation": "merge",
				"name": "Category",
				"values": {
					"layout": {
						"colSpan": 12,
						"rowSpan": 1,
						"column": 0,
						"row": 5
					}
				}
			},
			{
				"operation": "merge",
				"name": "Source",
				"values": {
					"layout": {
						"colSpan": 12,
						"rowSpan": 1,
						"column": 12,
						"row": 5
					}
				}
			},
			{
				"operation": "merge",
				"name": "Type",
				"values": {
					"layout": {
						"colSpan": 12,
						"rowSpan": 1,
						"column": 0,
						"row": 6
					}
				}
			},
			{
				"operation": "move",
				"name": "Type",
				"parentName": "OpportunityPageGeneralBlock",
				"propertyName": "items",
				"index": 8
			},
			{
				"operation": "merge",
				"name": "CreatedOn",
				"values": {
					"layout": {
						"colSpan": 12,
						"rowSpan": 1,
						"column": 12,
						"row": 6
					}
				}
			},
			{
				"operation": "merge",
				"name": "Partner",
				"values": {
					"layout": {
						"colSpan": 12,
						"rowSpan": 1,
						"column": 0,
						"row": 7
					}
				}
			},
			{
				"operation": "merge",
				"name": "CloseReason",
				"values": {
					"layout": {
						"colSpan": 12,
						"rowSpan": 1,
						"column": 12,
						"row": 7
					}
				}
			},
			{
				"operation": "insert",
				"name": "DATETIME26d46360-17b4-45ee-acac-da084cf0aa67",
				"values": {
					"layout": {
						"colSpan": 12,
						"rowSpan": 1,
						"column": 0,
						"row": 8,
						"layoutName": "OpportunityPageGeneralBlock"
					},
					"bindTo": "UsrTestDateTime",
					"enabled": true
				},
				"parentName": "OpportunityPageGeneralBlock",
				"propertyName": "items",
				"index": 12
			},
			{
				"operation": "merge",
				"name": "Description",
				"values": {
					"layout": {
						"colSpan": 23,
						"rowSpan": 1,
						"column": 1,
						"row": 0
					}
				}
			},
			{
				"operation": "insert",
				"name": "UsrSchemaf6483d73Detaile560e0a4",
				"values": {
					"itemType": 2,
					"markerValue": "added-detail"
				},
				"parentName": "GeneralInfoTab",
				"propertyName": "items",
				"index": 5
			},
			{
				"operation": "merge",
				"name": "LeadTab",
				"values": {
					"order": 4
				}
			},
			{
				"operation": "merge",
				"name": "TacticAndCompetitorTab",
				"values": {
					"order": 1
				}
			},
			{
				"operation": "merge",
				"name": "CheckDate",
				"values": {
					"layout": {
						"colSpan": 12,
						"rowSpan": 1,
						"column": 12,
						"row": 2
					}
				}
			},
			{
				"operation": "merge",
				"name": "ProductsTab",
				"values": {
					"order": 2
				}
			},
			{
				"operation": "merge",
				"name": "HistoryTab",
				"values": {
					"order": 5
				}
			},
			{
				"operation": "merge",
				"name": "HistoryAccountTab",
				"values": {
					"order": 6
				}
			},
			{
				"operation": "merge",
				"name": "NotesTab",
				"values": {
					"order": 7
				}
			},
			{
				"operation": "move",
				"name": "IsPrimary",
				"parentName": "OpportunityPageGeneralBlock",
				"propertyName": "items",
				"index": 0
			}
		]/**SCHEMA_DIFF*/
	};
});

As a result when opening the page you will get a custom button with items:

Also forgot to metion that you need to add localizable strings:

 

1) For OpportunityPageV2

 

CustomButtonCaption with "Custom action" value

 

2) For OpportunitySectionV2

 

CustomButtonCaption with "Custom button" value

 

Hope this example help!

 

 

Hello,



Could you please write in more detail, regarding the first option that suits you, what exactly are the difficulties you encountered? 

Malika,

Hello, 



Currently, I'm just getting a button with no dropdown like this







Here's the code for it:





//I've tried two different approaches for the method (both didn't work) based on the above two documentation

methods: {





//approach1



prepareMyActionsButtonMenuItems: function(filter, list) {

                if (list === null) {

                    return;

                }

                list.clear();

                var columns = {};

 

                var value1 = {

                    displayValue: "a123",

                    value: "1"

                };

                var value2 = {

                    displayValue: "b234",

                    value: "2"

                };

                var value3 = {

                    displayValue: "c345",

                    value: "3"

                };

 

                columns[1] = value1;

                columns[2] = value2;

                columns[3] = value3;

 

                list.loadAll(columns);

            },



//approach 2



prepareMyActionsButtonMenuItems: function(){

                this.set("MyActionsButtonMenuItems", ["Sample", "test", "Test5"]);

            }



}





attributes: {



              "MyActionsButtonMenuItems": {

                dataValueType: Terrasoft.DataValueType.COLLECTION,

              }

}



diff:[

{

                "operation": "insert",

                "name": "MyActionsButton",

                "parentName": "RightContainer",

                "propertyName": "items",

                "values": {

                      "itemType": Terrasoft.ViewItemType.BUTTON,

                      "caption": "MyActionsButton",

                      "classes": {

                        "textClass": ["actions-button-margin-right"],

                        "wrapperClass": ["actions-button-margin-right"]

                      },

                      "prepareMenu": {"bindTo": "prepareMyActionsButtonMenuItems"},

                      "menu": {"items": {"bindTo": "MyActionsButtonMenuItems"}},

                      "visible": true

                }

              }

]

Abilash,

 

Hi,

 

The task is to copy the logic of the existing "Actions" button and apply the same to the custom button. To do that (tested in the "Opportunity" section):

 

1) In the OpportunitySectionV2 section schema:

 

1.1) Add the CombinedModeCustomActionsButtonMenuItems attribute of the "Collection" dataValueType (Terrasoft.DataValueType.COLLECTION). The example is CombinedModeActionsButtonMenuItems from BaseDataView.

1.2) Create a PTP "GetCardActionsCustom" message with the SUBSCRIBE direction (as done on the BasePageV2)

1.3) In the subscribeSandboxEvents method subscribe to the "GetCardActionsCustom" message and trigger the initCustomActionButtonMenu method when the "GetCardActionsCustom" message is received (as done for the "GetCardActions" message on the BasePageV2)

1.4) Create an extension of the _initCollections method (as done for the basic "Actions" button)

1.5) Add an empty prepareCustomActionsButtonMenuItems function to methods (as done for prepareActionsButtonMenuItems method in BaseDataView)

1.6) Add the initCustomActionButtonMenu method which is a handler for the "GetCardActionsCustom" message (as done with the initActionButtonMenu method from BaseDataView).

1.7) Add the button itself to the diff array

 

The complete schema of OpportunitySectionV2:

define("OpportunitySectionV2", [], function() {
	return {
		entitySchemaName: "Opportunity",
		attributes: {
 
			"CombinedModeCustomActionsButtonMenuItems": {
				dataValueType: Terrasoft.DataValueType.COLLECTION
			}
		},
		messages: {
 
			"GetCardActionsCustom": {
				mode: Terrasoft.MessageMode.PTP,
				direction: Terrasoft.MessageDirectionType.SUBSCRIBE
			}
		},
		details: /**SCHEMA_DETAILS*/{}/**SCHEMA_DETAILS*/,
		diff: /**SCHEMA_DIFF*/[
			{
				"operation": "insert",
				"name": "CustomActionsButton",
				"parentName": "CombinedModeActionButtonsCardLeftContainer",
				"propertyName": "items",
				"values": {
					"itemType": Terrasoft.ViewItemType.BUTTON,
					"caption": {"bindTo": "Resources.Strings.CustomActionsButtonCaption"},
					"classes": {
						"textClass": ["actions-button-margin-right"],
						"wrapperClass": ["actions-button-margin-right"]
					},
					"prepareMenu": {"bindTo": "prepareCustomActionsButtonMenuItems"},
					"menu": {"items": {"bindTo": "CombinedModeCustomActionsButtonMenuItems"}}
				}
			},
		]/**SCHEMA_DIFF*/,
		methods: {
 
			subscribeSandboxEvents: function() {
				this.callParent(arguments);
				const cardModuleSandboxId = this.getCardModuleSandboxId();
				this.sandbox.subscribe("GetCardActionsCustom", function(actionMenuItems) {
					this.initCustomActionButtonMenu("Combined", actionMenuItems);
				}, this, [cardModuleSandboxId]);
			},
 
			prepareCustomActionsButtonMenuItems: Ext.emptyFn,
 
			_initCollections: function() {
				this.callParent(arguments);
				this.set("CombinedModeCustomActionsButtonMenuItems", this.Ext.create("Terrasoft.BaseViewModelCollection"));
			},
 
			initCustomActionButtonMenu: function(modeType, actionMenuItems) {
				const collectionName = modeType + "ModeCustomActionsButtonMenuItems";
				const collection = this.get(collectionName);
				if (actionMenuItems.getCount()) {
					this.set(modeType + "ModeActionsButtonVisible", true);
					const newCollection = this.Ext.create("Terrasoft.BaseViewModelCollection");
					actionMenuItems.each(function(item) {
						newCollection.addItem(item);
					}, this);
					if (collection) {
						collection.clear();
						collection.loadAll(newCollection);
					} else {
						this.set(collectionName, newCollection);
					}
				} else {
					this.set(modeType + "ModeActionsButtonVisible", false);
				}
			},
		}
	};
});

2) In OpportunityPageV2:

 

2.1) Create the "GetCardActionsCustom" message (as done for the "GetCardActions" existing message)

2.2) In the init method call the initCustomActionButtonMenu method

2.3) Create the initCustomActionButtonMenu method (as done for the initActionButtonMenu in BasePageV2)

2.4) Create the getCustomActions method (as done with the getActions method in the basic OpportunityPageV2 with only difference that you don't need to call parent method but create an instance of the Terrasoft.BaseViewModelCollection here)

2.5) Add the button itself to the diff array

 

The complete code is:

define("OpportunityPageV2", [], function() {
	return {
		entitySchemaName: "Opportunity",
		attributes: {},
		messages: {
			"GetCardActionsCustom": {
				mode: this.Terrasoft.MessageMode.PTP,
				direction: this.Terrasoft.MessageDirectionType.PUBLISH
			}
		},
		modules: /**SCHEMA_MODULES*/{}/**SCHEMA_MODULES*/,
		details: /**SCHEMA_DETAILS*/{
			"UsrSchemaf6483d73Detaile560e0a4": {
				"schemaName": "UsrSchemaf6483d73Detail",
				"entitySchemaName": "UsrOppTestDet",
				"filter": {
					"detailColumn": "UsrOpportunity",
					"masterColumn": "Id"
				}
			}
		}/**SCHEMA_DETAILS*/,
		businessRules: /**SCHEMA_BUSINESS_RULES*/{}/**SCHEMA_BUSINESS_RULES*/,
		methods: {
 
			init: function() {
				this.callParent(arguments);
				this.initCustomActionButtonMenu();
			},
 
			initCustomActionButtonMenu: function() {
				this.publishPropertyValueToSection("IsCardInEditMode", this.isEditMode());
				var actionMenuItems = this.getCustomActions();
				var actionsButtonVisible = !actionMenuItems.isEmpty();
				this.set("CustomActionsButtonVisible", actionsButtonVisible);
				this.set("CustomActionsButtonMenuItems", actionMenuItems);
				this.sandbox.publish("GetCardActionsCustom", actionMenuItems, [this.sandbox.id]);
			},
 
			getCustomActions: function() {
				var actionMenuItems = this.Ext.create("Terrasoft.BaseViewModelCollection");
				actionMenuItems.addItem(this.getButtonMenuItem({
					"Caption": {"bindTo": "Resources.Strings.CustomButtonCaption"},
					"Tag": "clickCustomButton"
				}));
				return actionMenuItems;
			}
		},
		dataModels: /**SCHEMA_DATA_MODELS*/{}/**SCHEMA_DATA_MODELS*/,
		diff: /**SCHEMA_DIFF*/[
			{
				"operation": "insert",
				"parentName": "LeftContainer",
				"propertyName": "items",
				"name": "actions",
				"values": {
					"itemType": Terrasoft.ViewItemType.BUTTON,
					"caption": {"bindTo": "Resources.Strings.CustomButtonCaption"},
					"classes": {
						"textClass": ["actions-button-margin-right"],
						"wrapperClass": ["actions-button-margin-right"]
					},
					"menu": {
						"items": {"bindTo": "CustomActionsButtonMenuItems"}
					},
					"visible": {"bindTo": "CustomActionsButtonVisible"}
				}
			},
			{
				"operation": "merge",
				"name": "MetricsContainer",
				"values": {
					"layout": {
						"colSpan": 24,
						"rowSpan": 1,
						"column": 0,
						"row": 0
					}
				}
			},
			{
				"operation": "merge",
				"name": "OpportunityClient",
				"values": {
					"layout": {
						"colSpan": 24,
						"rowSpan": 1,
						"column": 0,
						"row": 1
					}
				}
			},
			{
				"operation": "remove",
				"name": "OpportunityClient",
				"properties": [
					"tip"
				]
			},
			{
				"operation": "merge",
				"name": "LablelMetricsContainer",
				"values": {
					"layout": {
						"colSpan": 24,
						"rowSpan": 1,
						"column": 0,
						"row": 2
					}
				}
			},
			{
				"operation": "merge",
				"name": "BantProfileHeaderContainer",
				"values": {
					"layout": {
						"colSpan": 24,
						"rowSpan": 1,
						"column": 0,
						"row": 0
					}
				}
			},
			{
				"operation": "merge",
				"name": "BantIcon",
				"values": {
					"layout": {
						"colSpan": 5,
						"rowSpan": 1,
						"column": 0,
						"row": 0
					}
				}
			},
			{
				"operation": "merge",
				"name": "BantHeaderCaption",
				"values": {
					"layout": {
						"colSpan": 12,
						"rowSpan": 1,
						"column": 5,
						"row": 0
					}
				}
			},
			{
				"operation": "merge",
				"name": "OpportunityBudget",
				"values": {
					"layout": {
						"colSpan": 19,
						"rowSpan": 1,
						"column": 5,
						"row": 1
					}
				}
			},
			{
				"operation": "merge",
				"name": "OpportunityDecisionMaker",
				"values": {
					"layout": {
						"colSpan": 19,
						"rowSpan": 1,
						"column": 5,
						"row": 2
					}
				}
			},
			{
				"operation": "merge",
				"name": "OpportunityLeadType",
				"values": {
					"layout": {
						"colSpan": 19,
						"rowSpan": 1,
						"column": 5,
						"row": 3
					}
				}
			},
			{
				"operation": "move",
				"name": "OpportunityLeadType",
				"parentName": "BantProfile",
				"propertyName": "items",
				"index": 3
			},
			{
				"operation": "merge",
				"name": "OpportunityDueDate",
				"values": {
					"layout": {
						"colSpan": 19,
						"rowSpan": 1,
						"column": 5,
						"row": 4
					}
				}
			},
			{
				"operation": "merge",
				"name": "ESNTab",
				"values": {
					"order": 8
				}
			},
			{
				"operation": "merge",
				"name": "GeneralInfoTab",
				"values": {
					"order": 0
				}
			},
			{
				"operation": "merge",
				"name": "OpportunityTitle",
				"values": {
					"layout": {
						"colSpan": 24,
						"rowSpan": 1,
						"column": 0,
						"row": 2
					}
				}
			},
			{
				"operation": "merge",
				"name": "Amount",
				"values": {
					"layout": {
						"colSpan": 12,
						"rowSpan": 1,
						"column": 0,
						"row": 3
					}
				}
			},
			{
				"operation": "merge",
				"name": "ResponsibleDepartment",
				"values": {
					"layout": {
						"colSpan": 12,
						"rowSpan": 1,
						"column": 12,
						"row": 3
					}
				}
			},
			{
				"operation": "move",
				"name": "ResponsibleDepartment",
				"parentName": "OpportunityPageGeneralBlock",
				"propertyName": "items",
				"index": 3
			},
			{
				"operation": "merge",
				"name": "Probability",
				"values": {
					"layout": {
						"colSpan": 12,
						"rowSpan": 1,
						"column": 0,
						"row": 4
					}
				}
			},
			{
				"operation": "merge",
				"name": "Owner",
				"values": {
					"layout": {
						"colSpan": 12,
						"rowSpan": 1,
						"column": 12,
						"row": 4
					}
				}
			},
			{
				"operation": "merge",
				"name": "Category",
				"values": {
					"layout": {
						"colSpan": 12,
						"rowSpan": 1,
						"column": 0,
						"row": 5
					}
				}
			},
			{
				"operation": "merge",
				"name": "Source",
				"values": {
					"layout": {
						"colSpan": 12,
						"rowSpan": 1,
						"column": 12,
						"row": 5
					}
				}
			},
			{
				"operation": "merge",
				"name": "Type",
				"values": {
					"layout": {
						"colSpan": 12,
						"rowSpan": 1,
						"column": 0,
						"row": 6
					}
				}
			},
			{
				"operation": "move",
				"name": "Type",
				"parentName": "OpportunityPageGeneralBlock",
				"propertyName": "items",
				"index": 8
			},
			{
				"operation": "merge",
				"name": "CreatedOn",
				"values": {
					"layout": {
						"colSpan": 12,
						"rowSpan": 1,
						"column": 12,
						"row": 6
					}
				}
			},
			{
				"operation": "merge",
				"name": "Partner",
				"values": {
					"layout": {
						"colSpan": 12,
						"rowSpan": 1,
						"column": 0,
						"row": 7
					}
				}
			},
			{
				"operation": "merge",
				"name": "CloseReason",
				"values": {
					"layout": {
						"colSpan": 12,
						"rowSpan": 1,
						"column": 12,
						"row": 7
					}
				}
			},
			{
				"operation": "insert",
				"name": "DATETIME26d46360-17b4-45ee-acac-da084cf0aa67",
				"values": {
					"layout": {
						"colSpan": 12,
						"rowSpan": 1,
						"column": 0,
						"row": 8,
						"layoutName": "OpportunityPageGeneralBlock"
					},
					"bindTo": "UsrTestDateTime",
					"enabled": true
				},
				"parentName": "OpportunityPageGeneralBlock",
				"propertyName": "items",
				"index": 12
			},
			{
				"operation": "merge",
				"name": "Description",
				"values": {
					"layout": {
						"colSpan": 23,
						"rowSpan": 1,
						"column": 1,
						"row": 0
					}
				}
			},
			{
				"operation": "insert",
				"name": "UsrSchemaf6483d73Detaile560e0a4",
				"values": {
					"itemType": 2,
					"markerValue": "added-detail"
				},
				"parentName": "GeneralInfoTab",
				"propertyName": "items",
				"index": 5
			},
			{
				"operation": "merge",
				"name": "LeadTab",
				"values": {
					"order": 4
				}
			},
			{
				"operation": "merge",
				"name": "TacticAndCompetitorTab",
				"values": {
					"order": 1
				}
			},
			{
				"operation": "merge",
				"name": "CheckDate",
				"values": {
					"layout": {
						"colSpan": 12,
						"rowSpan": 1,
						"column": 12,
						"row": 2
					}
				}
			},
			{
				"operation": "merge",
				"name": "ProductsTab",
				"values": {
					"order": 2
				}
			},
			{
				"operation": "merge",
				"name": "HistoryTab",
				"values": {
					"order": 5
				}
			},
			{
				"operation": "merge",
				"name": "HistoryAccountTab",
				"values": {
					"order": 6
				}
			},
			{
				"operation": "merge",
				"name": "NotesTab",
				"values": {
					"order": 7
				}
			},
			{
				"operation": "move",
				"name": "IsPrimary",
				"parentName": "OpportunityPageGeneralBlock",
				"propertyName": "items",
				"index": 0
			}
		]/**SCHEMA_DIFF*/
	};
});

As a result when opening the page you will get a custom button with items:

Also forgot to metion that you need to add localizable strings:

 

1) For OpportunityPageV2

 

CustomButtonCaption with "Custom action" value

 

2) For OpportunitySectionV2

 

CustomButtonCaption with "Custom button" value

 

Hope this example help!

 

 

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Hello Creatio Community,

I'm experiencing an error while working with Creatio and hope someone might be able to shed some light on this issue.

The error message I'm receiving is:

Has anyone encountered this specific Terrasoft.Common.ValidateException error before? I'd like to understand what might be causing it and how I can resolve it.

Any insights or suggestions would be greatly appreciated. Thank you!

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Hello,

 

Could you please specify how did you reproduce it? 

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Hi Community,

 

Any idea what is the destroy OOB function in Section Page. We need to override it for our custom functionality.

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Greetings,



We have an Academy guide which would help you get more acquainted with our Section Page functionality, but please take note that further deletion of any OOB functions may lead to errors in your application:

https:/academy.creatio.com/docs/developer/interface_elements/section/overview#title-2330-13

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Hello Community,

 

I have requirement that to provide access of a particular custom lookup to a organizational role who can add, edit, and delete items in the lookup. 

 

Regards,

Jagan

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2 comments

Hello,

 

Unfortunately, it is not possible to grant permissions to selected users/roles to access particular lookups. At the moment, it is possible to manage permissions only for all users/roles at once.

Bogdan,

I have been able to achieve this with a business process.

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I have an error, when i save the formula, the validator won't let me save the changes. An error is written: "Formula value error: Parameter "NumberStyles" not found". I have added the necessary System.Globalization using for compilation.

How can I solve the validation problem without changing the business process code?

 

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Best reply

The problem has solved by disabling 'UseProcessFormulaServerValidation' feature

Hello!



Could you please provide us with connected namespace details to the process?

Alona Dolya,

 Hi! I'm using two namespaces System.Globalization and Terrasoft.Configuration.Disbursement, which has only three public classes and doesn't include name "NumberStyles".

I have observed the same problem on Demo site. System.Globalization had been added into namespaces of the process

The problem has solved by disabling 'UseProcessFormulaServerValidation' feature

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Hi all,

 

I was following this documenation  and this video for setting up the oauth integration.

 

While doing changes in the appsettings.json, and testing it. I got an error "It was not possible to connect to the redis server(s). UnableToConnect on tscore-dev-30:6379/Interactive, Initializing". In that file, "RedisConnection": "tscore-dev-30" is already set by default.

 

I also tried to update it with the redis connectionstring which was used in the main application but it is giving me an error while setting up the default response in creatio.

 

Please help in this regard.

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Hello,



Since we have received a case from you: SR-01225980, the answer will be provided there. 

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Question

Help with Sandbox, you need the button to be Enabled = false if it's a woman. How to make it so that the code is written correctly and the attribute in ContactPageV2 works



 

define("ContactSectionV2", [], function() {
	return {
		entitySchemaName: "Contact",
		messages: {
			"MessageOnPageClick": {
				mode: Terrasoft.MessageMode.PTP,
				direction: Terrasoft.MessageDirectionType.PUBLISH
			},
			"MessageIsButtonEnabledSubscribe": {
				mode: Terrasoft.MessageMode.BROADCAST,
				direction: Terrasoft.MessageDirectionType.PUBLISH
			},
		attributes: {
			"ButtonEnabled11": {
				"dataValueType": Terrasoft.DataValueType.BOOLEAN,
				"type": Terrasoft.ViewModelColumnType.VIRTUAL_COLUMN,
				dependencies: [
					{
						columns: ["ButtonEnabled"],
						methodName: "getButtonEnabled"
					}
				]
			}
		},
		},
		methods: {
			onEntityInitialized: function() {
				this.callParent(arguments);
				this.getButtonEnabled();
			},
			onSectionClick: function() {
				this.sandbox.publish("MessageOnPageClick", null, ["SectionModuleV2_ContactSectionV2"]);
			},
			getButtonEnabled: function() {
				this.set("ButtonEnabled11", this.sandbox.publish("MessageIsButtonEnabledSubscribe", null, ["SectionModuleV2_ContactSectionV2"]));
			},
		},
		diff: /**SCHEMA_DIFF*/[
			{
				"operation": "insert",
				"parentName": "CombinedModeActionButtonsCardLeftContainer",
				"propertyName": "items",
				"name": "NewButton",
				"values": {
					"itemType": Terrasoft.ViewItemType.BUTTON,
                    "caption": {bindTo: "Resources.Strings.NewButtonCaption"},
                    "classes": {"textClass": "actions-button-margin-right"},
					"click": {bindTo: "onSectionClick"},
					"style": Terrasoft.controls.ButtonEnums.style.RED,
					"enabled": {bindTo: "ButtonEnabled11"}
				}
			}
		]/**SCHEMA_DIFF*/
	};
});
 
define("ContactPageV2", [], function() {
	return {
		entitySchemaName: "Contact",
		attributes: {
			"ButtonEnabled": {
				"dataValueType": Terrasoft.DataValueType.BOOLEAN,
				"type": Terrasoft.ViewModelColumnType.VIRTUAL_COLUMN,
				dependencies: [
					{
						columns: ["Gender"],
						methodName: "setButtonEnabled"
					}
				]
			}
		},
		messages: {
			"MessageOnPageClick": {
				mode: Terrasoft.MessageMode.PTP,
				direction: Terrasoft.MessageDirectionType.SUBSCRIBE
			},
			"MessageIsButtonEnabledSubscribe": {
				mode: Terrasoft.MessageMode.BROADCAST,
				direction: Terrasoft.MessageDirectionType.SUBSCRIBE
			},
		},
		methods: {
			onEntityInitialized: function() {
				this.callParent(arguments);
				this.setButtonEnabled();
				this.sandbox.subscribe("MessageOnPageClick", function() {
					return this.onPageClick();
				}, this, ["SectionModuleV2_ContactSectionV2"]);
			},
			onPageClick: function() {
				this.showInformationDialog(";;;;;;");
			},
			setButtonEnabled: function() {
				var value;
				if (this.get("Gender") != null && this.get("Gender").value == "eeac42ee-65b6-df11-831a-001d60e938c6")  {
					value = true;
					this.set("ButtonEnabled", value);
					this.sandbox.subscribe("MessageIsButtonEnabledSubscribe", value, ["Answer"]);
				}
				else {
                    value = false;
					this.set("ButtonEnabled", value);
					this.sandbox.subscribe("MessageIsButtonEnabledSubscribe", value, ["Answer"]);
				}
			},		
		},
		diff: [{
			"operation": "insert",
			"parentName": "LeftContainer",
			"propertyName": "items",
			"name": "NewButton",
			"values": {
				"itemType": Terrasoft.ViewItemType.BUTTON,
				"caption": { bindTo: "Resources.Strings.CaptionButton" },
				"classes": { "textClass": "actions-button-margin-right" },
				"style": Terrasoft.controls.ButtonEnums.style.BLUE,
				"enabled": {bindTo: "ButtonEnabled"},
				"click": {bindTo: "ButtonEnabled"}
			}
		}] /**SCHEMA_DIFF*/
	};
});

 

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Hi Erlan,

 

Please clarify what exactly in the approach discussed here yesterday doesn't work. Why do you still need sandbox messages in this scenario?

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Hi,

 

I would like to add custom buttons to a lookup that opens when clicking on an Action Item in the account section. Autogenerated Page will not meet our requirement as the client just wants a pop-up and do not want to open a whole separate page. I couldn't find a way to add the buttons specific to 1 lookup, hence I created a custom ModalBox as below:

This has 1 field which is a filtered Contact lookup.

On clicking the lens icon, the lookup opens, but the issue is that it lies on top of the existing ModalBox as below:

How can I open it in a separate window and pass the selection to the custom ModalBox?

Any help is appreciated. Thanks!

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Hello,

Thanks for reaching out!

 

I'd suggest checking out a similar post on our Community where you'll find detailed steps on how to set up the functionality you're looking for. It's quite informative and might have just what you need.

 

I hope you'll find the answers to your questions there.

 

Best regards, Pavlo!

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Hello Creatio Community,

I'm working on a section featuring two fields: a numeric "Project Number" field and a lookup "Parent Project Number" field. I need to set up a safeguard that prevents users from choosing the same value in both fields. Seeking advice on how to implement this effectively within Creatio's environment.

Appreciate your insights

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Hello,

one of the ways to implement this would be using validation, though you would only see that fields are same during save process. to implement this you'd be replacing code for client schema page where you need this check - specifically code for method asyncValidate - its a method describing validity of page before saving. Examples of using it can be found on community, for example here https://community.creatio.com/questions/use-asyncvalidate-minipage

in method you'd descibe interaction you need - if check thats comparing values of 2 fields (need to take actual value of lookup field to compare it to numeric) and if they match throw 

validationResult.success = false;
and message descibing unsuccessfull validation in validationResult.message
then the save wouldnt happen and user would get a message that you specify
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