+1 also needing this type of report

Hi!

You can create a list in a dashboard that would look like this:

You can add a filter for the records in the display options tab:

And to add the calculated columns for time exceeded you can go to the Pivot table settings tab and press "Add calculated field":

And set up a formula that would look something like this(fields used need to be present as columns in the dashboard list): 

Hope it helps!

Best regards,

Max.

Thanks so much for the reply, I had created the first bit, but was not away of the calculated field option, which allowed me to display the exceeded time. It would be nice to be able to format the time in to Days/Hours rather than just hours, but still useful.

thanks again

Hello, 



This error seems not to be related to Creatio, but rather to the logic of how applications ran on Mac. 

It looks like you are using an incorrect certificate password or you are using a certificate not protected with a password at all.



Please find more information on this error here:

https://stackoverflow.com/questions/69686217/applecommoncryptocryptogra…;



Please also note that Creatio doesn't officially support macOS as for now.

System requirements for Creatio can be found here:

https:/academy.creatio.com/docs/user/on_site_deployment/system_requirements/server_side/server-side_system_requirements



Kind regards, 

Roman

Hello,

Could you please elaborate on your question and give us more details on what functionality you need and what business logic exactly you want to implement?

Kind regards,

Mira

Hello Mariam,

Please find the all necessary information on how to work with the Queues section here. 



Best regards,

Bogdan

Hello Bogdan,

Thank you for your response ;

I am able to create and configure queues, my question is regarding transporting queues between instances.

Regards,

mariam moufaddal,

 

You can transfer configurations by package. 



We recommend transferring packages between environments deployed on the same version of Creatio in order to avoid unexpected issues after or during the process. 



Best regards,

Bogdan

Hello Mitch,

Could you please elaborate on the task you are trying to do?

Thank you,

Artem.

Hello Sarika,

Could you please re-phrase your request and give me a bit more details on what business logic you are trying to achieve?

Kind regards,

Mira

Hello Mira,

The requirement is as follows: 

We have a validation check code for not allowing the user to enter a value greater than 5 in the DAC benefit term field on the edit page of a section with the code:

TermValidation:function()

            {

                var invalidMessage="";

            var term=this.get("UsrDACBenefitTerm");

                   if(term>5)

                {

                        invalidMessage =                     this.get("Resources.Strings.TermExceeds");

                this.showInformationDialog(invalidMessage);

                    }

           

                return {

                    

                    invalidMessage: invalidMessage

                };    

            }, 

    setValidationConfig :function(){

                this.callParent(arguments);

                this.addColumnValidator("UsrDACBenefitTerm", this.TermValidation);    

}

But this check is only administered while user is manually creating the record in that section. and during import, if the value is greater than 5 then also it is getting imported and the record with invalid value is getting generated. I want to make sure that this validation check is also performed while data is imported and created by the system and should not import the rows from the excel sheet with invalid values with greater than 5.

How can this be achieved?

Sarika Sharma,

This can be done pretty easily with an entity event listener class. See 

https://customerfx.com/article/adding-code-to-listen-for-entity-events-…

Basically, something like this: 

using Terrasoft.Core.Entities;
using Terrasoft.Core.Entities.Events;
 
namespace FX.EntityEventListeners
{
    [EntityEventListener(SchemaName = "UsrMyEntity")]
    public class UsrMyEntityEventListener : BaseEntityEventListener
    {
        public override void OnSaved(object sender, EntityAfterEventArgs e)
        {
            base.OnSaved(sender, e);
 
            var entity = (Entity)sender;
            if (entity.GetChangedColumnValues().Any(x => x.Name == "UsrDACBenefitTerm"))
            {
                if (entity.GetTypedColumnValue<int>("UsrDACBenefitTerm") > 5)
                    throw new Exception ("The value of UsrDACBenefitTerm cannot be greater than 5");
            }
        }
    }
}

With something like this in place, it would throw an error (and not save the record) anytime a record was attempted to be saved with a value more than 5, whether it's happening via the UI, an Excel import, or even via the OData or DataService APIs.

Ryan

Hi Ryan,

Thank you so much for the solution. I would definitely try this out.

Best regards,

Sarika

As an update, I was able to uninstall the ExcelReports through the Installed Applications utility, but when I tried to uninstall the Excel Reports built in 2019 (see attached screenshots) I get an error that the package cannot be deleted because "Unable to delete the "IntExcelExport" package as it has dependent package "Beable_Customization"

See note above how we had to add the IntExcelReportSection client module to our custom package to get the package to compile (not sure why).

We deleted that component from our Beable_Customization package. I don't know what other component of the IntExcelReport package may be dependent/has a dependancy on the Beable_customization package. 

Hi Mary!

Regarding the first error, I recommend checking the EPPlus library.

It must be only in one package. You have to delete it from another one.

 

Regarding package relations. Please, recheck the dependence of "Beable_Customization" package. It could be connected to the "IntExcelExport" package (see an example in the attachment).

Hello,

To solve your business task you can set up Approvals for the section.

The following instructions can help you to achieve the result you are looking for: https://academy.creatio.com/docs/user/platform_basics/communications/approvals_shortcut/approvals

Approvals can be managed (approved or rejected):

• By a specific employee, for example, a department manager.

• By an employee of the specific role (user group), such as “Finance department,” “Administration,” etc.

Kalymbet Anastasia,

Hi,

I have already configured the approvals as mentioned in the article but the issue is currently all the users in the system  are able to approve/reject the approval.

I need  the approval to be rejected/approved only by the user assigned as approver.

Janhavi Tanna,

You can create a specific role, and allow users of this role to change records of this object.

So, only specific users will be able to edit approvals, while the other users will be able only to read those records.

Best regards, Alex.

Greetings,



Such setup can be achieved by creating a functional role for the desired actions in your system.

You can find more on our Academy page here:

https://academy.creatio.com/docs/user/setup_and_administration/user_and…

Dear Pratik, 

Unfortunately requested functionality is not presented as OOB solution in Creatio at this moment. 

We will register this as an idea for the responsible R&D team to extend the basic functionality in future Creatio releases. 

Kind regards,

Roman

Hi Roman Brown,

Thanks for providing the information regarding to this.

But, for workaround is there any Creatio Service avaible that can be utilized In some custom script configuration with Script Task element of business process.?

And if yes, Is there any example available on how to make use of such Services in development. 

Hi Roman,

Could you please provide steps or source code for a sample excel sheet creation and saving data, that supports creatio platform (ex. using openXml, IronXL or Interop etc.) and later that can be extended with creatio's future release?

Regards,

Rishabh

Hello!

You can configure the basic business logic of the record pages by adding or modifying business rules. Business rules affect the behavior of fields of the page, maybe it will help.