I am trying to apply a default filter to a detail from the client side. The filter works fine using a function declared in the filterMethod property of the detail. The problem with this approach is that the filter that I applied is not visible.
The task implementation must have the following display.
Is there a way to show the filter that I applied from the client side (js) like the example above.
We have a requirement to add attachments in mail by reading the attachment from a custom attachment detail. To achieve this, we are using a Send email with attachments Marketplace application.
The issue with the above application is, it is getting installed successfully. But when accessing the element in business process its settings is not opening also getting some error in the console. (refer the screenshot attached)
We are aware of this issue. R&D department fixed this bug in version 7.18.4. If you have an earlier version of the application, we recommend updating it to the current version.
We have a case where we import bulk data into many sections. Is there a way to prevent records from being imported if a given lookup is not present in the master lookup table?
Example : Salutation (Title) has the following values : Mr. Dr. Ms Mrs.
During excel import, if column has Miss, we don't want that record to be added. Can we restrict this through object permissions or any other way?
I understand as per the documentation (pasted below), new values will be added. Is there a work around to prevent this, given that the data import is quiet big?
Be aware that lookup values not found in Creatio will be created automatically. When checking the values, the opening and closing spaces and letter case are not taken into account, while special characters are important. For example, if the imported file has the "customer" value and the [ Contact types ] lookup contains the "Customer" value, new values will not be added to the lookup and the record will be linked to the existing lookup value. However, if the “Client” contact type is specified in the import file, a new “Client” value will be added to the [ Contact types ] lookup. To avoid duplicates in the Creatio lookups, check the lookup values in the imported file.
Unfortunately, are no such basic tools for imported records.
1) You can create a business process that will modify\remove data that was created on the exact date (since after data import is finished all imported records receive a similar "Created On" value). You can use this value when finding needed records.
2) Records that are imported are tagged using the "Data import" tag and you can use this tag when building a process to find imported records. With the required condition.
You can use one of those ways to find imported records and after that apply changes to those records using the business process that is needed for your business task.
This really needs to be an option in the data import, and lookup value automatic creation should be off by default, potentially with the option to blank the lookup if no match found or fail the import (which I think should also be the default). It's quite a dangerous thing to have an OOTB import feature that defaults to creating potentially bad data in the system.
In Service Creatio I configured multiple section pages depending on Case Category:I want to create two custom buttons to add new "IT" case and new "NPD" case but I don't know the URL I should navigate to the proper "add page".
I think the standard add case url is something like /0/Nui/ViewModule.aspx#CardModuleV2/CasePage/add
What URL should I use to open the "add page" for my two categories ("IT" and "NPD"), where I'll find the Category field already set, replicating the same behaviour of the "New" button (see picture below)?
The logic of adding a record is behind the addRecord method from the BaseDataView module. The page opening is performed in the openCardInChain method that is called in the else condition of the addRecord method. The method is called when clicking the CombinedModeAddRecordButton or SeparateModeAddRecordButton. You need to call the same in your buttons and modify the logic of the addRecord method if needed.
We are running out of space for buttons in the usual places. We have removed the icons in the communications panel at the top of the Actions Dashboard (see this article). Is there any way to add buttons back in?
I have tried adding a button setting 'parentName' to "CaseSectionActionsDashboardMainContainerContainer" without success.
Please clarify your task: do you need to return the buttons that were removed from the Actions Dashboard or do you need to add some new buttons there? Maybe you could share some image of what it should look like?
We need to add some new buttons. We have removed the facebook, telegram, message and other buttons (which are actually tabs I think) from the Actions Dashboard, is it at all possible though to put a 'Terrasoft.ViewItemType.BUTTON' in their place?
It's not possible exactly in the tabs (you are right, Email, Call, Activity etc. on the actions dashobard are tabs), but there are elements like ActualDcmSchemaInformationButton button and PlaybookButton button that are inserted to the RightHeaderActionContainer element of the SectionActionsDashboard and you can use those as an example. Additionally to it, if you ran out of space on the page you can always add additional buttons to the "Actions" button (override the getActions method on the edit page schema) and call the logic needed from these buttons.
If you don't use some of these connections at all you can delete connection between activity and connected object in EntityConnection table.
In case if you still want to use some of the connections from the list for other Activity Types you can try to override method responsible for forming this dropdown.
In OOB it's defined in EntityConnectionLinksUtilities mixin. And loadEntityConnectionColumns is the method that loads these column.
The list is being formed with an ESQ and you can try to change the filter condition for it in overriden mixin.
If you don't use some of these connections at all you can delete connection between activity and connected object in EntityConnection table.
In case if you still want to use some of the connections from the list for other Activity Types you can try to override method responsible for forming this dropdown.
In OOB it's defined in EntityConnectionLinksUtilities mixin. And loadEntityConnectionColumns is the method that loads these column.
The list is being formed with an ESQ and you can try to change the filter condition for it in overriden mixin.
In want to bind a specific product , and its product features (ex Term,months , amount, Currency etc).Which are the objects involved in this process for successful binding ?
When recieving emails, I have to constantly click the "Synchronise Email", in order to keep recieving the emails. Is this some kind of bug, or update issue ? Because emails in the system should arrive constantly without clicking the "Synchronise Email".
We have this requirement from our client to redirect the Account Page to Account Section after 2 minutes. So basically on load on Account Page I will trigger a timer then after 2 minutes I will redirect it to Account Section. Any idea please? Thank
onEntityInitialized: function(){this.callParent(arguments);
var self =this;
setTimeout(function(){
self.sandbox.publish("PushHistoryState", { hash:"SectionModuleV2/AccountSectionV2"});}, 120000);}
However, if the user is in the middle of changing the record it could leave things unsaved. Might be a good idea to check and save record before navigating away.
.jpg){kind=avatar}
I want to create two custom buttons to add new "IT" case and new "NPD" case but I don't know the URL I should navigate to the proper "add page".
