Hello Creatio Community !

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".

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Hello Petrika,

 

In order to resolve the said issue, could you please contact our support team?

Please send us an email at support@creatio.com.

 

Thank you,

Artem.

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Hi Community,

 

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

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Something like this could work:

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. 

Ryan

Ryan Farley,



Thank you Ryan. Maybe I need to check only the idle time. Do you have any idea how can I detect idle time in Edit page?

 

Fulgen Ninofranco,

You'd basically need to detect mouse or keyboard activity and reset your timer. Something like this (keep in mind none of this is tested, just ideas)

properties: {
    idleTime: 0,
    idleIntervalId: null
},
methods: {
    onEntityInitialized: function() {
        this.callParent(arguments);
 
        if (this.idleIntervalId) {
            clearInterval(this.idleIntervalId);
        }
 
        var self = this;
        this.idleTime = 0;
        this.idleIntervalId = setInterval(self.trackIdleTime, 60000);
 
        $(document).mousemove(function (e) {
            self.idleTime = 0;
        });
        $(document).keypress(function (e) {
            self.idleTime = 0;
        });
    },
 
    trackIdleTime: function() {
        this.idleTime++;
        if (this.idleTime >= 2) {
            // 2 mins idle, nav back to section
            this.sandbox.publish("PushHistoryState", { hash: "SectionModuleV2/AccountSectionV2" });
        }
    }
}

Again, none of that is tested, but that's the general idea - or something like that.

You'd probably need to call this at some point, maybe in the page's destroy method to stop the interval from checking:

clearInterval(this.idleIntervalId);
 
// and maybe these?
$(document).unbind("mousemove");
$(document).unbind("keypress");

Anyway, hope this gets you closer to implementing the task.

Ryan

Ryan Farley,

 

Thank you so much Ryan. This is working fine.

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Hello community,

 

I need to filter a detail grid in order to show only a specific type of object.

To be more precise: the detail CI Users displays Contacts and Accounts...

Has anybody done anything similar and could you provide me with a code sample?

 

Thank you in advance, have a nice day

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Best reply

If you'd like to filter out the record, rather than just hide them, you can filter the detail using a filter method. I have outlined how to do that here: https://customerfx.com/article/filtering-a-detail-list-in-creatio-forme…

Ryan

Solved like this: 

methods: {
			prepareResponseCollectionItem: function(item) {
				var account = item.$Account && item.$Account.value; 
				debugger;
				if(account){
					item.customStyle = {
						"display":"none"
					}
				}
			}
		},

 

If you'd like to filter out the record, rather than just hide them, you can filter the detail using a filter method. I have outlined how to do that here: https://customerfx.com/article/filtering-a-detail-list-in-creatio-forme…

Ryan

Thank you Ryan!

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Hi Community,

I have a requirement that an error message will populate once you save a record in details section with a record no which is already exists. The error message format is like "Settlement ID is already exists with record no 1001(where 1001 is the record no of parent record)".

Here is the code below that I have written.

define("AMDSchema09eec6a7Page", [], function() {
	return {
		entitySchemaName: "AMDSettlement",
		attributes: {},
		modules: /**SCHEMA_MODULES*/{}/**SCHEMA_MODULES*/,
		details: /**SCHEMA_DETAILS*/{}/**SCHEMA_DETAILS*/,
		businessRules: /**SCHEMA_BUSINESS_RULES*/{}/**SCHEMA_BUSINESS_RULES*/,
		methods: {
			/*setValidationConfig: function() {
                // This calls the initialization of validators for the parent view model.
                this.callParent(arguments);
                this.addColumnValidator("AMDSettlementID", this.SettlementIDDuplicateValidator);
            },*/
			save: function(){
				var currentvalue = this.get("AMDSettlementID");
				var esq = Ext.create("Terrasoft.EntitySchemaQuery", { rootSchemaName: "AMDSettlement" });
				esq.addColumn("AMDSettlementID");
				esq.addColumn("AMDClaims");
				esq.filters.add("AMDSettlementID", Terrasoft.createColumnFilterWithParameter(
  					Terrasoft.ComparisonType.EQUAL, "AMDSettlementID", currentvalue));
				esq.getEntityCollection(function(response) {
  					if (response && response.success) {
						console.log("Test ",response);
   						var result = response.collection.collection.length;
						if (result > 0)
							{Terrasoft.showErrorMessage("Settlement ID {result} already Exists");
							return false;}
						else{
							return true;}
						}
 					}, this);
				}
			},

So I need a syntax in "Terrasoft.showErrorMessage()" which will read the column value from the console page(read from rowConfig) . Below adding the picture of console page.

 

 

Best Regards,

Jagan

 

 

 

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Hi Jagan,

 

In your part of code:

Terrasoft.showErrorMessage("Settlement ID {result} already Exists")

you need to pass something to this {result} in the following manner (standard JavaScript):

Terrasoft.showErrorMessage(`Settlement ID ${result} already Exists`)

and the result should be formed according to your business task. If you need to understand what to pass to the result - debug the code, set the breakpoint before showing this error message and in the console itself check what is passed and how to get to the values needed. You will be able to find out what should be passed in the console directly.

 

Best regards,

Oscar

Hi.

 

In addition to the Oscar comment please as well read this post regarding async validation i think You would like to achieve:

 

https://community.creatio.com/questions/overriding-save-function

 

Best regards,

Marcin

Oscar Dylan,

Hi Oscar,

In the above code the error message is coming when you create a record with existing record no but if you create a record with different record no it is not getting saved. Could anyone help me what is wrong with the code.

 

Regards,

Jagan

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Hi,



We would like to send a dashboard, monthly as pdf per email with a process. Any ideas how this can be done ?



Cheers,



Damien

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Hello Damien,

 

Unfortunately, there is no such functionality in our system to export dashboards in PDF format.



We have already registered the idea for our R&D team to implement this functionality in further releases. I will assign your case to this project in order to increase its priority.  



Best regards,

Bogdan

Hello Bogdan,

Are you planning to add the functionality to export dashboards or reports to PDF format?

 

 

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Hi Creatio Community

I have created a custom attachment object which is sitting in a detail.

While trying to use the "Process File" element in a business process, I am unable to see that "custom attachment object" in the "Which object to receive file from?" dropdown list.

I need to trigger a business process whenever a new file is added in that custom attachment object, and then use that file as an email attachment in the Send email element.

 

Can you help me figure out how can I read the files present in that custom attachment object in a business process?

 

Thank You.

 

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Hi Nisarg,

 

Please check this Marketplace solution. I believe it has the exact functionality you are looking for.

 

Best regards,

Bogdan 

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Can someone help please?

 

Trying to add Invoice payment schedule from the marketplace, error in deployment - Dependent package "Passport" not found

2022-04-04 12:27:07,260 System.ApplicationException: Dependent package "Passport" not found
   at Terrasoft.Core.Packages.PackageDBStorage.SavePackageDependencies(Package package)
   at Terrasoft.Core.Packages.PackageDBStorage.SaveDependencies()
   at Terrasoft.Core.Packages.PackageDBStorage.Save(IPackageContentProvider packageContentProvider)
   at Terrasoft.Core.Applications.Packages.Operations.SystemPackageOperations.PackageDBStorageInternal.Save(IPackageContentProvider packageContentProvider)
   at Terrasoft.Core.Applications.Packages.Operations.SystemPackageOperations.Save(IEnumerable`1 packages, PackageInstallOptions options)
   at Terrasoft.Core.Applications.Packages.SystemPackageManager.Save(PackageInstallOptions installOptions)
   at Terrasoft.Core.Applications.Installation.AppInstaller.Install(String sourcePath, String destinationPath, PackageInstallOptions installOptions, IInstalledAppInfo installedAppInfo)
   at Terrasoft.Core.ServiceModelContract.PackageInstaller.AppInstallerServiceInternal.<>c__DisplayClass10_0.<InstallApp>b__0()
   at Terrasoft.Core.ServiceModelContract.PackageInstaller.BaseInstallerServiceInternal.InvokeWithLogging[TResult](Func`1 action)

https://marketplace.creatio.com/app/invoice-payment-schedule-creatio

 

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Hi Nicola,

 

What Creatio edition You have ?

 

This addon required one of Sales Enterprise or Sales Commerce according to marketplace link in tab Installation.

 

Best regards,

Marcin

Hi

 

bpmonline sales team, so I expect this should be correct?

Is anyone able to help, please?

Hi Nicola,

The app is only compatible with commerce and enterprise editions of Sales Creatio. Sales Creatio, team edition, doesn't have all of the required packages for the app's correct operation.

I'm confident we have an enterprise licence, how do I confirm this, I cannot find it in the application

Nicola Wall,

Hi Nicola!

I recommend you contact support so that they recheck your licenses and app type.

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Hello Creatio Community !

I want to convert a Word Document to PDF. How is this done in Creatio?

The "Save Printables" add-on from Marketplace doesnt seem to to fullfill this functionality. Is there any other Way ?

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Hi Petrica,

 

Unfortunately, there is no such functionality for now.



We have already registered the idea for our R&D team to implement this functionality in further releases. I will assign your case to this project in order to increase its priority.

 

Best regards,

Bogdan

Bogdan,

Thank you Bogdan !

+1 for Priority here as well...

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Hi Community,

 

Show advance filter is not available in Portal case. Any idea how we can make it available in portal case? Thank you.

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Hello Fulgen, 

 

Basic functionality doesn't include the ability to apply filter conditions based on the connected objects  for the portal user directly in the section, therefore the advanced filter option is not available for such user there.

As a workaround you may use a dynamic folder and set the needed filter conditions for it. 

Also, we already have a query registered for our responsible R&D team to implement this functionality for portal users in the upcoming versions of the application. I will assign your case to this project in order to increase its priority.

Thank you!

Best regards,

Anastasiia

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Hi Community,

 

We need to set up the display columns for all portal users. However when we are saving the display column in Case Section for "all users" using our "Admin" user, it is not being applied to portal users.  Any idea please?

 

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Hello Fulgen,

 

Thank you for your question!

 

Unfortunately, due to the limitations of the portal base columns, it cannot be done by using regular tools that are available for system users. We already have a corresponding query registered for our R&D team to implement such functionality in the upcoming releases. I will assign this case to the project in order to increase its priority.

 

There is a workaround though:

1. In the main interface of the system (not in the portal interface), configure the display of columns as required and save. As a result, the information will be recorded in the user profile (table SysProfiledata).

2. Using the developer console in the browser, find the name of the detail you need in the main system and find the settings for it in SysProfileData in order to understand exactly what it is called in the profile settings table. In the same way, find the name of this detail on the portal (the "Portal" will be in the beginning).

3. Execute the SQL script (it will copy the settings you saved earlier into the default portal user settings):

 update SysProfileData set ObjectData = (select top 1 ObjectData from SysProfileData where [Key] like 'the detail's name in the main system' and ContactId = 'Id of your contact in the system' order by ModifiedOn desc) where [Key] like 'the detail's name on the portal' and ContactId is null

4. Flush Redis -> flushall, refresh the browser page with clearing the cache (Empty Cache And Hard Reload).

 

Best regards,

Anastasiia

Anastasiia Lazurenko,

 

Thanks Anastasiia



Do you know the key name of Case Section and Portal Case Section?

We make one 'Default' portal user. And setup all columns under it's login.

Then make a SQL script:



INSERT INTO "SysProfileData" ("SysUserId","ObjectId","Key","ObjectData", "ObjectDifference", "ContactId","SysCultureId")

SELECT "SysUserId","ObjectId","Key","ObjectData", "ObjectDifference", '_desired_Contact_id',"SysCultureId" FROM "SysProfileData"

WHERE "ContactId" ='_default_Contact_id'

AND ("Key" LIKE '%GridSettingsGridDataView'

OR "Key" LIKE '%Detail%')

 

(set _desired_Contact_id and _default_Contact_id with your Id's)

And start it for every new portal user



Probably, we should make Marketplace application for that :)



Kind regards,

Vladimir

Hello,

 

This is not working with us ? have you figure out another fix for the columns in the portal profile section ?

 

Thank you

 

Maarouf

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