Suppose we have two lookup fields in WEB edit page, Opportunity and Account. Once user will select opportunity we can auto populate Account field through client side coding using esq then after getting the result we will set the value of Account. Now on Mobile how we achieve the same functionality? Any idea please?
Have you tried the approach with a custom business rule on the mobile record page that will be triggered upon changing the column value? Something similar to the logic described here. And the data should be retrieved using, for example, the Terrasoft.store.BaseStore (as was discussed here).
I am trying to access a detail inside of a detail on Customer Portal, but I am getting the attached errors in Console. I am neither able to create a new record nor open an existing record.
I have added the detail object in the "List of objects available for portal users" lookup but still unable to get inside that detail on Customer Portal.
Thank you for your question. I am afraid it is not possible to investigate this issue without direct access. Please create a request by writing to support@creatio.com and provide us with external access. We will be glad to help you as soon as we are able to inspect the issue within the recreation and check the whole system, as there might be several breakpoints that might be the reason for this behaviour.
We have already registered the issue for our R&D team to fix this functionality in further releases. I will assign your case to this project in order to increase its priority.
To solve this issue we recommend you generate the source code and compile the system.
If I understand correctly, you do not want to copy the DCM stage while copying the existing record, then you can try the following with the lookup used for DCM in the Object itself,
If none of the proposed options are suitable for you you still can import contacts with an excel and create system users after that in order to simplify task a bit.
While setting up as per the article, there is one required field in the OAuth Setting fields which is "Auth code request URL".
But the API endpoints for which, I have to make use of Web Service OAuth Authentication, is not having settings for Auth code request URL required parameter.
Please guide and help me on this point that how I can set up OAuth Authentication in web service without Auth code request URL.
I was implementing a print report on a section. Now, I want to download the report in (ColumnName).docx in which ColumnName varies for each record based on the data stored in that column. By default, it is giving the same name as the printable name for all the records. Please help
As for now there is no option to change the file name dynamically or assign some particular name. We have this task registered in our backlog and waiting for this option to be available in future application versions.
I will assign your case to this project in order to increase its priority.
I installed the "Calculation Working Days" business process template from marketplace. It is set as having the Custom Package as its only dependent package, but we need to be able to use it as part of business processes in our current configuration package (which is not the Custom Package). When I try to add the package from marketplace as a "dependent on" for our current package I get an error. See screenshot. Posting here as the Marketplace page says it's supported via posts in Creatio Community. https://marketplace.creatio.com/template/calculation-working-days-busin…
The issue is caused by the missing data binding for the "SysWorkplace" and "SysModuleEntity" objects. To fix the issue, make sure that data with aforementioned IDs is bound to the package that is experiencing data binding issues.
We are facing a similar issue. Could you please let me know if binding solved this issue? Please confirm what are the bindings that need to be done because I see that sections are already present in the SysModuleInWorkplace_SectionInWorkplaceManager data binding.