7.18 | Community Creatio

Question

16:48 Apr 18, 2022

Hi Community,

I have a requirement that when I change the case manually from New to PO Issued, it need to check whether the amount in Include Tax from Amount details and the sum of all the Amount from RR Allocation Table is Equal or not. If not equal then a Pop-up will come and the stage change back to previous one.

Can anyone help me how to configure the requirement in the backend ?

Regards,

Jagan

3 comments

Denis Bidukha

16:58 Apr 19, 2022

Hello Jagan,

I am afraid there is no ready OOTB logic to perform checks when changing the stage, as well as there, are no OOTB pop-up windows, but there is a work-around:

To have a pop-up windows element in business processes you will need the following marketplace solution:

https://marketplace.creatio.com/template/popup-element-business-process…

You will need to create a Business Process that will be triggered as the stage is changed and check whether the values are equal. In case they are not - show the pop-up window and return the case to the previous stage. Should the values be fine - the Business Process won't change anything.

I hope our recommendation helps you to solve this task.

Best Regards,

Dan

Jagan Nayak

17:16 Apr 19, 2022

Denis Bidukha,

Hello Dan,

I have created a business process for the requirement but sometimes the pop-up window is coming and sometimes it is not coming. So I want to achieve it through code in the backend.

Thanks,

Jagan

Yurii Sokil

18:42 Apr 19, 2022

Jagan Nayak,

Alternatively, you can add an asyncValidate method to your page and it will be called on the save of the page.

Basically, you need to create a validation method, that returns

result = {
success : true
 }

if the validation was successful, otherwise it should return

result = { 
success : false 
 }

Inside the validation method, if the validation is not passed, you can call

Terrasoft.showInformation(message);

for example:

Terrasoft.showInformation('Amount A is not equal to Amount B ');

and then call your validation method inside asyncValidate method.

You can read more about the validation here :

https://academy.creatio.com/docs/developer/getting_started/develop_appl…

and more on asyncValidate here :

https://community.creatio.com/questions/lead-status-validation-0

Best regards,

Yurii.

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Question

Studio_Creatio

7.18

Error on landing page

Fulgen Ninofranco

16:23 Apr 18, 2022

Hi Community,

We are currently integrating our contact page via landing page functionality in Creatio, however we are getting below error. Any idea how we can fix this?

3 comments

Anastasiia Zhuravel

16:37 Apr 18, 2022

Hello Fulgen,

Could you please provide us with a bit more information regarding the issue? On which step exactly the issue occurs or how it can be reproduced?

Thank you in advance!

Best regards,

Anastasiia

Fulgen Ninofranco

16:53 Apr 18, 2022

Anastasiia Zhuravel,

On submit

landing.createObjectFromLanding(config);

Dariy Pavlyk

17:46 Apr 18, 2022

Hello Fulgen,

This is a known problem for the version of the site 8.0, our developer team is currently working to fix it in further releases.

In order for us to assist you further we would need to have more information, please send an email to support@creatio.com explaining this issue.

Best regards,

Dariy

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Question

ESQ

Studio_Creatio

7.18

How to read data from one section into other section?

rajat patidar

14:59 Apr 18, 2022

Hi All,

I want to get value from a column "X" present in Parent Section "A" into the edit page of Child Section "B" which is present as detail in Section "A". Can anyone guide me how i can achieve it without using ESQ.

3 comments

Ryan Farley

19:17 Apr 18, 2022

You can do it by setting the "defaultValues" of the detail. I have an article on this here: https://customerfx.com/article/passing-values-from-a-page-to-a-new-reco…

Ryan

rajat patidar

09:48 Apr 19, 2022

Hi Ryan,

I need to get the values dynamically i.e. if the value of field changes in parent section, i need to get the updated value.is there a way in which i can use this.get() for it?

Ryan Farley

18:37 Apr 19, 2022

rajat patidar,

You'd either need to do ESQ from the detail page to read the parent record, or you could do it as a process that fires when the parent is updated to update the detail row(s).

Ryan

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Question

Dashboard_widget

Studio_Creatio

7.18

Adding a static page on Section dashboard using Dashboard widget

Sourav Kumar Samal

14:00 Apr 18, 2022

Hello Community,

I want to add an static page showing a custom message or an image on the section dashboard using Dashboard widget. Is this task achievable? For image, I do not want to use the web page element.

Thanks,

Sourav

1 comments

Ryan Farley

19:36 Apr 18, 2022

Your only options are to either:

Use the Web page widget
Or create your own widget type. See example here: https://academy.creatio.com/docs/8-0/developer/interface_elements/dashb…

Ryan

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Question

Sales_Creatio_enterprise_edition

7.18

Architecture Question

Harry

11:40 Apr 18, 2022

Hi all, would appreciate any opinions on how you would set up the architecture based on the scenario below.

I've got 'Agents' and 'Suppliers'. They are very different, but Agents can be a Supplier and a Supplier could be an Agent. From a user point of view, it would make sense to manage these as separate sections.

I see my options as the following and would value anyones input.

1. Use Accounts Section for both and create columns for both scenarios.

The only disadvantage of this is that the user wouldn't have clear different sections to find each one.

2. Create two new sections which are for 'Agents' and 'Suppliers' and do not use the 'Accounts' section.

3. Use two sub-sections from Accounts for "Agents" and "Suppliers" - effectively creating separate profiles, but connected the overarching Account. I think this is built upon the "Partnerships" Section that is already there, which could be used for "Agents".

Thanks all!

3 comments

Vladimir Sokolov

16:18 Apr 18, 2022

Hi Mark!

Use Accounts Section for both definitely (1st option).

sers can work with filters or you can add some 'Quick filters' for switching between Agents and Suppliers to make it more comfortable.

Harry

19:59 Apr 18, 2022

Vladimir Sokolov,

Thanks Vladimir.

I also read that you can create a section based upon the object of another section? I.E A Section called 'Agents' which would be Accounts with the type "Agents". Does this sound logical option?

Would you also use the Invoice section for both "Agent" (revenue) invoices and "supplier" (Cost of sale) invoices?

Thanks for your help!

Gleb

22:08 Apr 19, 2022

Mark,

we would not recommend you to create a sub-object as a separate section as it can only be done through configuration and database changes, which can harm the system.

As a solution we can offer you a couple of options:

1. You can create a folder in the section, which contains all necessary data and will be available for you as a separate list.

2. If you need to transfer some data to a different section so it will only be visible for a number of users, this should be done via roles and permissions.

3. Finally, if a part of data in the object is really important and needs to be in a separate section, we would strongly recommend creating a new object and using it for a new section.

Regards,

Gleb.

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Question

Cors

headers

.NETCORE

Sales_Creatio_team_edition

7.18

CORS error in .NET Core Instance

Shivani Lakshman

09:57 Apr 18, 2022

Hello,

We have a use case where we send information from a website to creatio via custom code. Landing page was not suited for our usecase.

We successfully implemented this using Anonymous Service which has code to manage CORS. We need to make the service work for .net core now. How do we transfer below code to .net core setup since the name 'WebOperationContext' does not exist in .net Core? What is the best practice to overcome CORS error in .net core setup?

// Preflight
 
[OperationContract]
        [WebInvoke(Method = "OPTIONS", UriTemplate = "*")]
        public void GetCaptchaPreflight() {
            var outgoingResponseHeaders = WebOperationContext.Current.OutgoingResponse.Headers;
            outgoingResponseHeaders.Add("Access-Control-Allow-Origin", "*");
            outgoingResponseHeaders.Add("Access-Control-Allow-Methods", "GET, POST, OPTIONS");
            outgoingResponseHeaders.Add("Access-Control-Allow-Headers", "*");
            outgoingResponseHeaders.Add("Access-Control-Request-Headers", "X-Requested-With, x-request-source, accept, content-type");
        }
    }
 
// Request endpoint
[OperationContract]
        [WebInvoke(Method = "POST", RequestFormat = WebMessageFormat.Json, BodyStyle = WebMessageBodyStyle.Wrapped,
        ResponseFormat = WebMessageFormat.Json)]
 
        public void ConfirmCaptcha(Stream responseDetails)
        {
		 var logger = global::Common.Logging.LogManager.GetLogger("CaptchaService");
		 logger.Info("Captcha services entered :");
			var currentWebOperationContext = WebOperationContext.Current;
			var outgoingResponseHeaders = currentWebOperationContext.OutgoingResponse.Headers;
            outgoingResponseHeaders.Add("Access-Control-Allow-Origin", "*");
			outgoingResponseHeaders.Add("Access-Control-Allow-Methods", "POST");
			outgoingResponseHeaders.Add("Access-Control-Allow-Headers", "Origin, Content-Type, Accept");
 
			try
            {
 
            StreamReader reader = new StreamReader(responseDetails);
            string responseJson = reader.ReadToEnd();
            logger.Info("Captcha services :" + responseJson);
 
              ResponseDetails rd = new ResponseDetails();
                rd = JsonConvert.DeserializeObject<ResponseDetails>(responseJson);
                if (!string.IsNullOrEmpty(rd.GToken))
                {
                    if (IsCaptchaVerified(rd.GToken))
                    {
                        logger.Info("Captcha is valid");
						logger.Info(rd.LeadId);
						logger.Info(rd.ContactId);
						logger.Info(rd.LeadResponse);
 
					}
                }
                else
                {
                    logger.Info("Captcha is invalid");
                }
            }

1 comments

Oleg Drobina

11:45 Apr 19, 2022

Hello,

As for now we don't have best practices for CORS management for .NET Core however you need to try testing all the recommendations described here (they are for .NET Core).

Best regards,

Oscar

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Question

lookup

MultiSelectLookup

multiselect

Studio_Creatio_enterprise_edition

7.18

How can i create multiselect lookup?

Muhammadjon Yakhyoev

08:16 Apr 18, 2022

define("ContactPageV2", [], function() {
	return {
		entitySchemaName: "Contact",
		attributes: {
 
		},
		modules: /**SCHEMA_MODULES*/{}/**SCHEMA_MODULES*/,
		details: /**SCHEMA_DETAILS*/{}/**SCHEMA_DETAILS*/,
		businessRules: /**SCHEMA_BUSINESS_RULES*/{}/**SCHEMA_BUSINESS_RULES*/,
		methods: {
		},
		dataModels: /**SCHEMA_DATA_MODELS*/{}/**SCHEMA_DATA_MODELS*/,
		diff: /**SCHEMA_DIFF*/[
			{
				"operation": "insert",
				"name": "hasForeignTrade",
				"values": {
					"click": "getLookupConfig",
					"layout": {
						"colSpan": 12,
						"rowSpan": 1,
						"column": 0,
						"row": 2,
						"layoutName": "ContactGeneralInfoBlock"
					},
					"bindTo": "UsrHasForeignTrade",
					"labelConfig": {
						"caption": {
							"bindTo": "Resources.Strings.hasForeignTrade"
						}
					},
					"enabled": true,
					"contentType": "Terrasoft.core.enums.ContentType.LOOKUP"
				},
				"parentName": "ContactGeneralInfoBlock",
				"propertyName": "items",
				"index": 4
			},
 
		]/**SCHEMA_DIFF*/
	};
});

Hello,

How can i make this lookup multiselect?

1 comments

Vladimir Sokolov

11:02 Apr 18, 2022

Probably, it is better to use this add-on from Marketplace https://marketplace.creatio.com/app/multiple-choice-field-setup-creatio

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Question

#excelreportbuilder

Studio_Creatio_enterprise_edition

7.18

Receiving GUID Error

Patrick Ostrowski

23:15 Apr 15, 2022

I was finally able to build a report and get it into the correct section, but now I am receiving the following error message.

I am not sure how i can edit the GUI. Please advise. Thank you.

Patrick

3 comments

Gleb

17:00 Apr 16, 2022

Hello Patrick,

from this perspective it is really difficult to say where the issue may occur, So we would recommend you create a support case so our team can investigate the reasons for such an error and provide you with the solution.

Regards,

Gleb.

Patrick Ostrowski

19:50 Apr 25, 2022

Gleb,

A report was made previously, but since the Excel Add-in was made by a third party creatio was unable to asssist.

Essentially in the Excel Add-in, when i am trying to create a related schema to the main table, i am being forced to select "id" as the Master Column. Even though the "id" is unique to each record. If i do not select "id" i get the aforementioned error message when trying to generate the report. I would prefer a different identifier so i can link the data from the main table to the related schema table. Thanks.

Gleb

11:49 Apr 26, 2022

Patrick Ostrowski,

can you please detail a bit more on where exactly you are implementing such logic and where you are trying to add those columns?

Thanks in advance.

Regards,

Gleb.

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Question

can't add fields in case on mobile

Mariam Moufaddal

21:06 Apr 15, 2022

Hello,

I am working on adding new fields in the cases section on mobile application to be visible for a portal user when submitting a case. I have added the fields in page setup via mobile application wizard as shown bellow:

but I still can't see those fields on mobile as a portal user:

Is there a way to accomplish this?

Thanks,

1 comments

Gleb

13:38 Apr 16, 2022

Hello Mariam,

you can try to clear the cache and synchronize the Mobile app once again after you have created the Case page.

Also, you can refer to the articles on the Academy to find the solution:

https://academy.creatio.com/docs/7-18/developer/mobile_development/cust…

https://academy.creatio.com/docs/7-18/user/platform_basics/mobile_app/p…

if this won't help, we recommend you create a support case based on the problem so our Support team will be able to work on the issue.

Regards,

Gleb.

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Question

Service_Creatio_enterprise_edition

7.18

Can't import Package "custom" correctly after export

Mariam Moufaddal

18:13 Apr 15, 2022

Hello,

For some technical issues, I had to reinstall database. so I exported the package "Custom" to be able to import it via application install. while trying to import it, it fails to restore configuration from backup.

How can I retrieve configuration done on this custom package? is there any best practice to export packages?

Thanks,

4 comments

Bogdan

20:36 Apr 15, 2022

Hello Mariam,

You can export the package from the Configuration section:

But we recommend installing the package in the Installed application section. So you will be able to download the application log to check the errors.

Best regards,

Bogdan

Mariam Moufaddal

20:53 Apr 15, 2022

Hello Bogdan,

Thank you for the reply. in fact this is what I have done and then I tried to import the package from the installed application section. bellow is the screen of import failure.

Bellow is a snippet of the errors in log file.

Error occured while performing operation on "Custom" item, UId = a00051f4-cde3-4f3f-b08e-c5ad1a5c735a.

2022-04-15 10:15:43,737 System.AggregateException: One or more errors occurred. (Error occured while saving resources for schema 'UsrServiceCatalogc9afd9b9Section' in 'Custom' package for 'pt-PT' culture) (Error occured while saving resources for schema 'UsrServiceCatalogc9afd9b9Section' in 'Custom' package for 'ro-RO' culture) (Error occured while saving resources for schema 'CaseInFolder' in 'Custom' package for 'pt-BR' culture) (Error occured while saving resources for schema 'UsrSchema6cea64dfPage' in 'Custom' package for 'it-IT' culture) (Error occured while saving resources for schema 'UsrSchema6cea64dfPage' in 'Custom' package for 'vi-VN' culture) (Error occured while saving resources for schema 'CaseInFolder' in 'Custom' package for 'he-IL' culture) (Error occured while saving resources for schema 'UsrSchema6cea64dfPage' in 'Custom' package for 'ar-SA' culture) (Error occured while saving resources for schema 'UsrSchema6cea64dfPage' in 'Custom' package for 'fr-FR' culture) (Error occured while saving resources for schema 'UsrCaseVisa' in 'Custom' package for 'en-US' culture) (Error occured while saving resources for schema 'UsrSchema6cea64dfPage' in 'Custom' package for 'cs-CZ' culture) (Error occured while saving resources for schema 'UsrRentalVehicle' in 'Custom' package for 'nl-NL' culture)

Thanks,

Oliver Crowe

16:35 Mar 23, 2023

mariam moufaddal,

Did you ever find a solution?

Mariam Moufaddal

17:23 Mar 23, 2023

The package "Custom" cannot be exported between environments. A solution would be to add a new package and add the same dependencies as in the package "Custom" and move files from Custom to the new created package. then you can export that package between environments.

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