7.18 | Community Creatio

Question

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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Question

7.18

Access EmailPagev2 in portal

Fulgen Ninofranco

11:00 Apr 14, 2022

Hi Community,

Any idea how can I access EmailPagev2 in portal. Currently if you browse this url using Portal credentials it is redirecting to Portal main page.

site/0/Nui/ViewModule.aspx#CardModuleV2/EmailPageV2/add/Type

3 comments

Mira Dmitruk

15:16 Apr 14, 2022

Hello,

The basic functionality does not support sending the emails from the portal case page, and therefore it is not possible to add the email activity on the detail from portal, so this page is not available when you are logged in the portal.

Kind regards,

Mira

Fulgen Ninofranco

07:34 Apr 15, 2022

Mira Dmitruk,

Hi,

Is there any workaround to where I can call this url in Portal? How can I register EmailPageV2 for portal users?

Ihor Skohariev

16:46 Apr 19, 2022

Fulgen Ninofranco,

It is not possible to access this URL in the portal or register it. Despite that, we will take into account this idea, but currently, emails cannot be sent via the portal.

Thank you,

Igor

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Question

Marketing_Creatio

7.18

Marketing campaign

Stefano Bassoli

10:03 Apr 14, 2022

Hi team

Is it possible to have an "add from event" item and an "add audience" item in the same campaign?

If the flow for the "Add Audience" item goes to a landing page that registers an attendee for an event, was the attendee captured by the "Add from Event" item?

4 comments

Mira Dmitruk

16:20 Apr 14, 2022

Hello,

Can you please elaborate on your question and give us a bit more details how you want this business logic to work?

Kind regards,

Mira

Stefano Bassoli

18:23 Apr 22, 2022

Hi Mira Dmitruk,

For branch 1, the campaign participant receives an email with a link to a landing form to register them for event "A".
for branch 2 the participants in the campaign are the participants in the "A" event
If the Stefano contact receives the invitation email and registers for event "A", does he re-enter the campaign from branch 2?

Denis Bidukha

18:16 Apr 27, 2022

Stefano Bassoli,

Hello Stefano,

As it may be judged from the screenshot you shared - the contact will not reenter the campaign, as the participant is not exiting when following the flow 1. In other words, participants can't enter a second time until they exited.

There should be an exit element (perhaps with a specific filter set) for flow 1 so the contact will have a possibility to reenter the campaign for flow 2.

I hope my answer was useful for you.

Best Regards,

Dan

Stefano Bassoli

07:13 Apr 28, 2022

Denis Bidukha,

thank you for your response,

I will check

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Question

How to use CreateMonthFunction, CreateYearFunction in filter ESQ Server Side?

Romadan Saputra

07:19 Apr 14, 2022

Hi everyone,

how to use filter month and year Esq Server (EntitySchemaQuery)?

SELECT 
* 
FROM UsrTable 
WHERE 
MONTH(CreatedOn) = 1 AND YEAR(CreatedOn) = 2022

I found there is a function at https://academy.creatio.com/api/netcoreapi/7.17.0/#Terrasoft.Core~Terrasoft.Core.Entities.EntitySchemaQuery~CreateMonthFunction.html for get month and year.

https://prnt.sc/8brMGtYq3qhP

But how to use in filter?

esq.Filters.Add(esq.CreateFilterWithParameters(FilterComparisonType.Equal, "CreatedOn", Month));
esq.Filters.Add(esq.CreateFilterWithParameters(FilterComparisonType.Equal, "CreatedOn", Year));

Thank you.

1 comments

Best reply

Ryan Farley

18:16 Apr 14, 2022

Hello Romadan,

You can do filters like this using macros:

// CreatedOn is the 1st month (January)
esq.Filters.Add(esq.CreateFilter(FilterComparisonType.Equal, "CreatedOn", EntitySchemaQueryMacrosType.Month, 1));
 
// CreatedOn is the first day of the month
esq.Filters.Add(esq.CreateFilter(FilterComparisonType.Equal, "CreatedOn", EntitySchemaQueryMacrosType.DayOfMonth, 1));
 
// CreatedOn is in the year 2022
esq.Filters.Add(esq.CreateFilter(FilterComparisonType.Equal, "CreatedOn", EntitySchemaQueryMacrosType.Year, 2022));

Ryan

Ryan Farley

18:16 Apr 14, 2022

Hello Romadan,

You can do filters like this using macros:

// CreatedOn is the 1st month (January)
esq.Filters.Add(esq.CreateFilter(FilterComparisonType.Equal, "CreatedOn", EntitySchemaQueryMacrosType.Month, 1));
 
// CreatedOn is the first day of the month
esq.Filters.Add(esq.CreateFilter(FilterComparisonType.Equal, "CreatedOn", EntitySchemaQueryMacrosType.DayOfMonth, 1));
 
// CreatedOn is in the year 2022
esq.Filters.Add(esq.CreateFilter(FilterComparisonType.Equal, "CreatedOn", EntitySchemaQueryMacrosType.Year, 2022));

Ryan

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