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. 

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

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.

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

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?

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

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.

Max,

Hi Max, I will write to support on monday

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

*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!

Hi Gareth,

The queries you have written are correct. However, it's hard to check which details belong to which sections by a DB query as details are connected to a page in the page's schema. So you need to decode the schema's content and filter in it. Such a query is hard to build and it will take a long time for it to get executed.

Best regards,

Anastasiia

Hello,

Such logic was implemented only for portal users since the Self-service Portal was designed only for them and they could be from different companies (from the accounts section).

 

Best regards,

Bogdan

Hello Damien, 

In this particular case object "Opportunity" may have a lot of connected records with  "Stage in opportunity" object. In other words, the system doesn't know which value exactly should be displayed for the record and you can only display the number of it (Quantity column from your screenshot).

In order to achieve your business task there is a need to create a chart based on the "Stage in opportunity" object.

Hope it clarifies! 

Best regards,

Anastasiia

In PortalEmailMessageHistoryItemPageV2 file, these items were inserted. However it is hidden in the GUI. Any idea to which file it was removed so that we can insert it back.

Dear Fulgen,

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 to the detail from the portal. 

We will register your idea to R&D team to add this functionality in the future. 

Best regards,

Anastasiia