7.18 | Community Creatio

Show advance filter is not available in Portal case

11:04 Apr 04, 2022

Hi Community,

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

1 comments

Anastasiia Zhuravel

22:59 Apr 04, 2022

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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We need to set up the display columns for all portal users

10:09 Apr 04, 2022

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?

4 comments

16:54 Apr 04, 2022

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

07:50 Apr 05, 2022

Anastasiia Lazurenko,

Thanks Anastasiia

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

Vladimir Sokolov

12:36 Dec 16, 2022

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

Maarouf Balis

17:10 Feb 03, 2023

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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Hide "Change Case" option in edit page

09:46 Apr 04, 2022

Hi Community,

We wanted to hide below in Case Page, any idea what method we need to override. Thank you.

1 comments

Yurii Sokil

12:33 Apr 04, 2022

Hi Fulgen,

The visibility of this button is bound to the attribute "IsActualDcmSchema".

The value of the attribute is calculated in the method setIsActualDcmSchema in DcmSectionActionsDashboardMixin.

You can override this method like this :

setIsActualDcmSchema: function() {
	this.set("IsActualDcmSchema", false);
		}

Best regards,

Yurii.

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Studio_Creatio

Disabling saving of page while creating a new detail record

Sourav Kumar Samal

08:38 Apr 04, 2022

Hi All,

I have a scenario as follows:

While creating a new or editing the record in a detail, the parent section saving functionality, should either be skipped or restricted to after the detail record is saved.

Is there a way to achieve this?

Thanks,

Sourav Kumar Samal

1 comments

Studio_Creatio_enterprise_edition

15:39 Apr 04, 2022

Hello Kumar,

Thank you for your question. Unfortunately, it's not possible to implement this with the help of the OOB tools yet, this can be achieved only by means of additional development for now.

Best regards,

Anastasiia

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Multi-choice lookup error

Joseph Matthews

19:20 Apr 02, 2022

Hi all,

I have implemented the Multiple choice field setup for Creatio (Devlabs).

Everything looks fine, but when I save an entry, the field values disappear.

Could anyone help?

1 comments

Eugene Vorobiov

13:02 Apr 27, 2022

Hi Joseph!

Could you send us more details about the issue?

Specifically, please specify the Creatio version, the object model, the objects you use for testing the add-on, and how the objects are connected between each other. Also, send us your schema code.

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Add fixed filter to detail

User1997

12:03 Apr 01, 2022

Hello community,

I have a detail DocListInFinApp in Application Page and I want to add a fixed filter to the detail based on application current stage. Is there a way to add a fixed filter to the detail to only show specific documents.

I have implemented the following code to test the functionality

methods: {
			onEntityInitialized: function() {
 
				this.callParent(arguments);
                this.initFixedFiltersConfig();
			},
			// Initializes the fixed filters.
            initFixedFiltersConfig: function() {
                // Creating a Configuration Object.
                var fixedFilterConfig = {
                    // The schema of the section object is specified as an object schema for fixed filters. 
                    entitySchema: "DocListInFinApp",
                    // Array of filters.
                    filters: [
                        // Owner filter.
                        {
                            // The name of the filter.
                            name: "StageFilter",
                            // Filter header.
                            caption: "StageFilter",
                            // Filter the data from the [Owner] column.
                            columnName: "DocumentListStage",
                            // Current user contact is specified as default value.
                            // Value is received from the system setting.
                            defValue:"69CF135A-9D15-4500-A0D1-E553A7BD5620",
                            // The data type – lookup.
                            dataValueType: this.Terrasoft.DataValueType.LOOKUP,
                            // Filter.
                            filter: BaseFiltersGenerateModule.StageFilter
                        }
                    ]
                };
                // A link to the configurational object is assigned to the [FixedFilterConfig] column.
                this.set("FixedFilterConfig", fixedFilterConfig);
            }
		}

2 comments

Oleg Drobina

19:12 Apr 01, 2022

Hello User1997,

There is no way to add the fixed filter in the detail using FixedFilterConfig, but you can add additional filtration to the detail records using the following example:

//details object
"Schema386de87bDetailfb4e174c": {
				"schemaName": "Schema386de87bDetail",
				"entitySchemaName": "Document",
				"filter": {
					"detailColumn": "UsrCase",
					"masterColumn": "Id"
				},
				"filterMethod": "CaseStatusFilter"
			}
...
//methods object
CaseStatusFilter: function() {
						var filterGroup = new this.Terrasoft.createFilterGroup();
						filterGroup.logicalOperation = this.Terrasoft.LogicalOperatorType.AND;
						filterGroup.add("ByCaseStatusFilter", this.Terrasoft.createColumnFilterWithParameter(
							this.Terrasoft.ComparisonType.EQUAL, "UsrAvailableCaseStatus", this.get("Status"))
						);
						return filterGroup;
					},

Such a filtration is used for example to list only email activities in the "Email" detail in the contact or account page. The logic is simple: add additional filtration to the already present detail filter. In the case above:

1) There was a lookup column added to the Documents object. The lookup column relates to Cases object.

2) There was another lookup column added to the Documents object. The lookup column relates to CaseStatus object.

3) The detail is created on the CasePage to list those documents that are connected to the case (Case column of the Document object is the same as the current case record opened. The detail object is also Document)

4) Add additional filtration in the "filterMethod": "CaseStatusFilter" part to return only those documents that have the same value in the "UsrAvailableCaseStatus" lookup column (from step 2) as the current case status.

Hope this will fit your business logic.

Best regards,

Oscar

User1997

19:18 Apr 08, 2022

Oscar Dylan,

Thanks Oscar,

The problem with this solution is that the filter must be visible to the user. Is there any way we can make the applied filter visible?

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Show the Case timeline tab in Portal Case

Service_Creatio_customer_center_edition

08:48 Apr 01, 2022

Hi Community,

Any idea how we can show the Case timeline tab in Portal Case?

1 comments

Anastasiia Zhuravel

13:23 Apr 01, 2022

Hello Fulgen,

There are no basic tools to add the timeline tab through the section wizard. The same relates to the portal case page. You will need to involve the development process to add the timeline tab to any page in the system but as for portal, there is not much reason to add it since this detail has multiple connections to other entities in the system. Apart from that, the portal users might not have the access rights for those entities.

As of now, there is no ready to use examples of such implementation.

But we have a corresponding query registered for our R&D team to consider implementing this functionality for portal users as well in the upcoming versions. I will add your case to this project to increase it's priority.

Best regards,

Anastasiia

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Service_Creatio_customer_center_edition

override caseinserting

Stefano Bassoli

07:53 Apr 01, 2022

Hi,

I tried to override the CaseInserting Event subprocess on a custom package.

I created a replacement object for the case entity and created a new subprocess for the "before inserting" event.

The new subprocess is not called the old one is called.

2 comments

Max

17:11 Apr 01, 2022

Hi Stefano,

We would need to conduct a deeper analysis of the issue to provide you with a solution. Please write to us at support@creatio.com so we could help you.

Best regards,

Max.

Stefano Bassoli

21:42 Apr 01, 2022

Max,

Hi Max, I will write to support on monday

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Run Process

process

Process / run process menu

Gareth Osler

12:51 Mar 31, 2022

Is there a system table that can be queried to find out which section and/or detail run process menu(s) a process is found in? Or any other way of doing this?

*Edit* A query to find out what section(s) an object is a detail in would be quite helpful.

Thanks,

3 comments

18:08 Mar 31, 2022

Hi Gareth,

Thank you for reaching out!

This is the ProcessInModules table.

Also, there is no differentiation in Creatio between section and detail objects. So basically, an object is the same for a detail and a section. You could use the following script:

SELECT DISTINCT ss.Name , 
CASE 
WHEN EXISTS (SELECT 1 FROM  SysModule WHERE SysModuleEntityId IN (SELECT Id FROM SysModuleEntity WHERE SysEntitySchemaUId = ss.Uid)) THEN 'Section' 
WHEN EXISTS (SELECT 1 FROM  SysDetail WHERE EntitySchemaUId = ss.Uid) THEN 'Detail' 
else '' 
END AS "Section/Detail"
FROM SysSchema ss 
WHERE EXISTS SELECT 1 FROM  SysModule WHERE SysModuleEntityId IN (SELECT Id FROM SysModuleEntity WHERE SysEntitySchemaUId = ss.Uid) 
OR EXISTS
 (SELECT 1 FROM  SysDetail WHERE EntitySchemaUId = ss.Uid)
AND 
 ss.ManagerName = 'EntitySchemaManager'

Best regards,

Anastasiia

Gareth Osler

17:10 Apr 04, 2022

*Edit* The below queries return both active and inactive processes., at a glance I am not able see how to select active only.

The query we arrived at to list the processes in the run process menu of sections:

SELECT SM.Caption AS [Section Name], SS.Caption AS [Process Name] 
FROM ProcessInModules AS PIM 
JOIN SysModule AS SM ON PIM.SysModuleId = SM.Id 
JOIN SysSchema AS SS ON PIM.SysSchemaUId = SS.UId;

And the query to list the processes in the run process menu of individual details:

SELECT SD.Caption AS [Detail Name], SS.Caption AS [Process Name] 
FROM ProcessInDetails AS PID 
JOIN SysDetail AS SD ON PID.SysDetailId = SD.Id 
JOIN SysSchema AS SS ON PID.SysSchemaUId = SS.UId;

I would like to be able to say what sections a detail appears in, but would imagine this information to be buried deep in Creatio system tables.

If anyone can check the above queries I would be grateful!