Question

Is it possible to configure time based workflows - i.e., end dates and durations specified for workflow stages?

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One solution to this problem is to run a BPM process at a scheduled time each day to process the workflow.

Hello Gareth,
 

Could you please elaborate on your business task? 

Bogdan,

It's OK, thank you for the reply but the issue is solved now, cheers,

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Подскажите мне пожалуйста - в сиситеме есть разделы, а в разделах вкладки и поля, нет ли возможности просмотреть историю изменения данных полей например через логирования ?

 

Спасибо 

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Здравствуйте,

 

Для данной бизнес задачи Вы можете использовать функционал "Журанала изменений", более детальная информация о данной функциональности доступна в этой статье
Отслеживать изменения Вы сможете только после настройки "Журнала изменений", возможности просмотреть изменения за время до того, как данная функциональность была настроена, к сожалению, нет. 

С уважением, 
Анастасия

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Hello, the system does not log in, what is the problem, please tell me?

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Hello,

 

Please contact support team via support@creatio.com for further assistance as more details are needed to proceed with investigation. 

 

Best regards,

Anastasiia

It looks like you're using HTTPS, make sure you've made the config file changes for HTTPS. See here https://academy.creatio.com/docs/user/on_site_deployment/application_se…

Ryan

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Approvals by the user's manager are showing in the Approvals tab on the Opportunities section edit page, however I assume they should also show on the Communications panel / Notification centre / Approvals tab with the 'Show only my approvals' flag unticked.

 

Is there any reason why they might not show here?

 

Thanks,

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Hello,

 

basically, there might be only a few reasons for that.

One of the most common ones is the absence of the Time zone in the user profile.

Can you please check on that? If there is no time zone selected, you can fill it with the necessary one and check on the issue again.

 

Regards,

Gleb.

Thank you for your reply, much appreciated.

 

I have set the time zones for both the user and the user's manager, the approval is still not showing in the communications panel.  Are there any other reasons this might be the case? 

Gareth Osler,

 

then you will need to check all of the right for the object that the user has.

I suggest registering a case for the support team in order to help you resolving the issue as it may take much time and knowledge of the system.

Also, some of the settings may not be correct so it is better to check them as well.

 

Regards,

Gleb.

Gleb,

Thanks.

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Здравствуйте!

У нас печатные формы договоров двуязычные. Т.е в одном шаблоне слева Казахский язык, справа - Русский.

Столкнулись с проблемой того, что на двух языках формат разный. Примеры адресов:

Рус: 050060, Республика Казахстан, Алматинская область, г. Алматы, ул. Розыбакиева, 263
Каз: 050060, Қазақстан Республикасы, Алматы облысы, Алматы қ, Розыбакиев к., 263

  1. В справочнике стран наша страна = Казахстан. Переименовывать не хочется.
  2. Для значений полей Страна, Область, Город значения на двух языках разные с приставками-сокращениями города (г.). Да и сами названия - разные.
  3. На двух языках улица - разная и позиция слова разная: ул. пишется перед названием улицы, к. пишется после названия улицы, но и оно ручками пишется.
  4. Названия улиц так-же склоняются по разному. Для рус - ул. Розыбакиева, для каз - Розыбакиев к..

Есть ли у вас уже решения или рекоммендации по решению таких задач?

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Здравствуйте,

Коллеги, согласно базовой логике, в печатных формах, на страницу просто переноситься значение поля.
Которое в свою очередь (Если речь идет о поле "Полный Адрес", в новом интерфейсе, собираеться из полей "Индекс", "Страна", "Область/штат", "Город", "Адрес".

Также хотелось бы обратить внимание, что  в справочниках на русском языке, страна = Казахстан.

А так же поле создаеться без приставок ".ул", "г.".

Я бы рекомендовал пересмотреть логику работы поля, в которое вписываеться адресс,в интерфейсе, поскольку проблема не в печатных формах, а значении поля, из которого данные просто копируються на станицу печатной формы.
 

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Greetings. 
I have a need to give users the ability to decide, which fields should be required for a particular page. I had some sort of the solution in my head. It makes an request and returns with a list of fields that need to be required for this particular page. The problem I am facing is making fields required via JS code (not in Diff section but in the code section, like "onEntityInitialized"). Looking forward to seeing the possible ways to solve this problem.

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Hello,
In order to make a field required based on the condition you need to bind it to an attribute, here is an example of how to do it:
1) Create a new boolean attribute

attributes: {
			"IsValueRequired": {
				"dataValueType": Terrasoft.DataValueType.BOOLEAN,
				"value": false
			}
		},

2) Bind this attribute to an "IsRequired" parameter in the field diff:

"values": {
					"isRequired": {"bindTo": "IsValueRequired"},
					"layout": {

3) Set the value to this attribute in the onEntityInitialized method:

methods: {
			onEntityInitialized: function() {
				this.callParent(arguments);
				this.setIsValueRequired();
			},
			setIsValueRequired: function() {
				if (YOUR CONDITION) {
					this.set("IsValueRequired", true);
				}
				else this.set("IsValueRequired", false);
			}
		},

 

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Hi all,

 

Is there a way to force a detail to remain expanded for all users?

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Hello,

 

Please check the below post where the similar business task has been already discussed:

https://community.creatio.com/questions/any-way-force-hierarchical-deta…

 

Best regards,
Anastasiia

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Hi all,

 

I have implemented the use of bulk addition to a detail using this Creatio Academy article.

If possible, I would like to filter the bulk addition records to match the business rules of the page i.e. AddressType = 'Site'

				"3361d12a-6dde-417b-b462-d7e171af7edf": {
					"uId": "3361d12a-6dde-417b-b462-d7e171af7edf",
					"enabled": true,
					"removed": false,
					"ruleType": 1,
					"baseAttributePatch": "AddressType",
					"comparisonType": 3,
					"autoClean": false,
					"autocomplete": false,
					"type": 0,
					"value": "7a5d8cdb-54d6-46ce-8b5c-a4a9b319dbb7", //AddressType = 'Site'
					"dataValueType": 10
				}
			}

Is there any way that this can be implemented?

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Hello,

 

Business rules cannot be implemented here unfortunately since we need to filter data in the opened modal window to select records. But you can try overriding the logic of the openLookupWithMultiSelect method in your detail schema and add your filters to the config.filters object (you need to debug openLookupWithMultiSelect method execution). For example:

 

1) Register a message in the detail schema with the PUBLISH type.

2) Register an attribute in the detail schema that will store "AddressType" of a main record.

3) In the main page schema register the same message as in step 1, but with the SUBSCRIBE type.

4) Override base subscribeSandboxEvents method in the main record schema and subscribe to the message from step 3. This should be done properly using the construction like:

this.sandbox.subscribe("GetMainContactEmail", this.getMainContactEmail, this,
						[this.getDetailId("UsrSchemabfb885cbDetail7d4ca999")]);

where 

 

getMainContactEmail will be the message handler method (the one method that will be called when the message is received);

UsrSchemabfb885cbDetail7d4ca999 will be the detail Id of the detail where multiple adding was developed (name of the detail from the "details" object in the main record schema).

5) In the message handler method from step 4 write a code to rertrieve current record address type and return it.

6) In the detail schema inside the init method execution send the message from step 1 via sandbox and assign the result of this message sending for some variable (something like):

var result = this.sandbox.publish("GetMainContactEmail", null, [this.sandbox.id]);

7) In the detail schema check if something was returned by the method handler from step 5 for the message sent from step 6. If there is something returned - set the returned value to the attribute from step 2.

8) Override the openLookupWithMultiSelect method and add additional filter using the value from the attribute from step 2 that was written to the attribute at step 7.

 

As a result when you open the modal box to bulk add records to the detail not all the records will be returned, but only those that fit filtering conditions developed in the steps above.

Hello,

 

Business rules cannot be implemented here unfortunately since we need to filter data in the opened modal window to select records. But you can try overriding the logic of the openLookupWithMultiSelect method in your detail schema and add your filters to the config.filters object (you need to debug openLookupWithMultiSelect method execution). For example:

 

1) Register a message in the detail schema with the PUBLISH type.

2) Register an attribute in the detail schema that will store "AddressType" of a main record.

3) In the main page schema register the same message as in step 1, but with the SUBSCRIBE type.

4) Override base subscribeSandboxEvents method in the main record schema and subscribe to the message from step 3. This should be done properly using the construction like:

this.sandbox.subscribe("GetMainContactEmail", this.getMainContactEmail, this,
						[this.getDetailId("UsrSchemabfb885cbDetail7d4ca999")]);

where 

 

getMainContactEmail will be the message handler method (the one method that will be called when the message is received);

UsrSchemabfb885cbDetail7d4ca999 will be the detail Id of the detail where multiple adding was developed (name of the detail from the "details" object in the main record schema).

5) In the message handler method from step 4 write a code to rertrieve current record address type and return it.

6) In the detail schema inside the init method execution send the message from step 1 via sandbox and assign the result of this message sending for some variable (something like):

var result = this.sandbox.publish("GetMainContactEmail", null, [this.sandbox.id]);

7) In the detail schema check if something was returned by the method handler from step 5 for the message sent from step 6. If there is something returned - set the returned value to the attribute from step 2.

8) Override the openLookupWithMultiSelect method and add additional filter using the value from the attribute from step 2 that was written to the attribute at step 7.

 

As a result when you open the modal box to bulk add records to the detail not all the records will be returned, but only those that fit filtering conditions developed in the steps above.

Oleg Drobina,

Excellent. Thanks Oleg!
I'll give this a try and get back to you.

By way of an epilogue and for anyone who happens this way in the future.

 

To filter the lookup add the following method to the detail source code (ref.  Creatio Academy):

//  Filter the lookup entries.
getAdditionalLookupFilters: function() {
	var filterGroup = new this.Terrasoft.createFilterGroup();
	filterGroup.add("ByCaseStatusFilter", this.Terrasoft.createColumnFilterWithParameter(
		this.Terrasoft.ComparisonType.EQUAL, "AddressType", "7a5d8cdb-54d6-46ce-8b5c-a4a9b319dbb7")
	);
	return filterGroup;
}

This overrdes the method in LookupMultiAddMixin.js.

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Hi,

 

I have a few checkbox fields on the Order page and would like to update the Order stage in the DCM based on the field values. Can anyone tell me what will be the best way to go about it?

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Hello Nirupama ,

You can use Business process to update the DCM .When the checkbox fields are modified have a trigger in Business process and modify the DCM stage using modify element

Pavan Manne,

Thanks, Pavan! That should work. I was just wondering if there is a way to do it from client side without creating a business process. Setting the Stage value through client code did not seem to work. Do you know if there is a way to update the DCM stage using client side code?

Thanks, Pavan! 

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In Activity we wanted to filter owner field . currently all users are showing in the list but we need only to show active users ?
I try to add an attribute in the ActivityPageV2 but it does not work unlike in the contact section

        attributes: {
            "Owner": {
                // Attribute data type.
                "dataValueType": Terrasoft.DataValueType.LOOKUP,
                "lookupListConfig": {
                    "filters": [
                        function() {
                            var filterGroup = Ext.create("Terrasoft.FilterGroup");
                            filterGroup.add("IsUser",Terrasoft.createColumnIsNotNullFilter("[SysAdminUnit:Contact].Id"));
                            
                            filterGroup.add("IsActive",
                                            Terrasoft.createColumnFilterWithParameter(Terrasoft.ComparisonType.EQUAL,"[SysAdminUnit:Contact].Active",true));

                            return filterGroup;
                        }
                    ]
                }
            },
        },

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Hi,

Your code doesn't work on the Activity page because it has additional logic to owner filters.
In order to make it work you need to override method _applyLookupListConfigToOwnerColumn in the ActivityPageV2 and make it empty:

            _applyLookupListConfigToOwnerColumn: function() {
                return false;
            }

Thank you

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