Hello community,

 

Can an organization (Legal Entity) be in an organizational portal structure and at the same time and in a system organizational structure?

If so, does Creatio provide an interface in which it can assign an organization (account) to an organizational structure of the system?

 

 

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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,

 

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

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Hi all,



were trying to show the contact who was responsible for setting an opportunity at a certain stage of the DCM .



The base object of the dashboard is on Opportunity. So when we try to add the person who modified the opp, we try to look in available data on the object "Stage in opportunity". We are able to show when the stage started. But we cannot figure out how to select who did the change (Modified by). Any advice ?



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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

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Hi Community,

 

Any idea on the below scenario:

 

1. In case processing tab, there is a reply functionality. We need to show the same in portal case processing tab. Any idea how we can achieve it?

Thank you.

 

 

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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 

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We are having an issue with the BPMonline WordPress plugin not pulling information from our forms - instead sending them to an error page. We have isolated that the plugin is the issue as the forms work okay when the plugin is removed. 

 

Have upgrades been made to the plugin's compatibility with the Php 8.0 and/or WordPress Platform 5.9?

 

Please advise.

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Hello Jess,

 

Could you please tell us with what versions of PHP and WordPress the plugin did work?

 

Thank you,

Artem.

Pre-issue:

PHP: 7.4

Wordpress: 5.9.1



We are currently on:

PHP: 8.0

Wordpress: 5.9.2



We started having this issue on 3/9. We updated the platforms on 3/23. We have just gone in and tested - by turning the BPMonline plugin back on and we are still receiving a Wordpress "critical error" notice.

 

Thank you,

Jess

Artem,

Hi Artem, Making sure you saw my above response.

Thanks,

Jess

Artem,

Will you be able to assist here?

Artem,

I just messaged you directly regarding the above.  Hoping you can help or point me in the direction of someone who can.

Thanks,

Jess,

Do you know what the error is? If it is something like this:

Fatal error: Uncaught Error: Undefined constant "bpmRef"

Then it is because of how newer php versions treats constant string values. If you feel adventurous enough to edit the plugin (and if that is the error you're getting), you can fix it by doing the following (there are 3 lines to change, basically just enclosing some values in quotes). NOTE: only do this if you're comfortable editing the PHP code, doing something wrong can break your whole website. So proceed at your own risk. If this isn't something you're comfortable with, contact a PHP developer for help.

  1. In Wordpress to go Plugins -> Plugin Editor.
  2. Select "Forms-3rd-Party-Integration-Bpmonline-1.0.6" and make sure you have the "forms-3rdparty-integration.php" file selected.
  3. Go to line 611 and change this: 

    if(isset($_COOKIE[bpmRef])) {
  4. to this (notice quotes around bpmRef): 

    if(isset($_COOKIE["bpmRef"])) {
  5. Go to line 617 and change this:

    if(isset($_COOKIE[bpmHref])) {
  6. To this (notice quotes around bpmHref):

    if(isset($_COOKIE["bpmHref"])) {
  7. Go to line 623 and change this:

    if(isset($_COOKIE[bpmTrackingId])) {
  8. To this (notice quotes around bpmTrackingId):

    if(isset($_COOKIE["bpmTrackingId"])) {
  9. Save the file by clicking "Update file"

I don't know if you'll encounter other errors with the plugin code, but that will fix the error I mentioned above.

Ryan 

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Hi Community,

 

Any idea how we can achieve below scenario:

 

1. We wanted to show below action in portal case.

 

2. Upon checking the codes, we found out that in PortalCaseSectionActionsDashboard those elements were removed.

 

3. We tried to create, replacing client module for PortalCaseSectionActionsDashboard and inserted back those removed elements. However it did'nt work.

 

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Hi Fulgen,

 

1) You need to add elements back to the diff using:

{
					"operation": "insert",
					"name": "CallMessageTab",
					"parentName": "Tabs",
					"propertyName": "tabs",
					"index": 1,
					"values": {
						"items": []
					}
				},
				{
					"operation": "insert",
					"name": "EmailMessageTab",
					"parentName": "Tabs",
					"propertyName": "tabs",
					"index": 2,
					"values": {
						"items": []
					}
				},
				{
					"operation": "insert",
					"name": "SocialMessageTab",
					"parentName": "Tabs",
					"propertyName": "tabs",
					"index": 3,
					"values": {
						"items": []
					}
				},

2) There are _getTabsVisibility, getExtraActionDashboadTabVisible and getEsnChannelVisible methods in the base SectionActionsDashboard module and they all contain the following check:

/**
				 * @private
				 */
				_getTabsVisibility: function() {
					return !this.Terrasoft.isCurrentUserSsp();
				},

Such methods should be also overridden and the logic of the check should be modified.

 

Best regards,

Oscar

Oscar Dylan,

 

Thank you Oscar actions are now showing.



How about the dashboard tab? I tried to re insert it also on my replacing client module but still it is not visible. Any idea please? Thank you 



Fulgen Ninofranco,

 

There is the initTabs method in the BaseActionsDashboard that removes this tab from the portal in this part of code:

if (!this.get("UseDashboard")) {
					var dashboardTabName = this.get("DashboardTabName");
					this.removeTab(dashboardTabName);
				}

Even if adding this tab in the diff it won't be displayed in the page because of this method. This method logic should be overridden and also you should check if the localizable string for the caption is added to the PortalCaseSectionActionsDashboard.

 

Best regards,

Oscar

 

 

Oscar Dylan,

 

Thank you Oscar, dashboard tab is now showing in Portal Case.

 

Do you have idea why default subject is not setting on Portal Case. I tried to debug the source code and breakpoint is not going to "setListenerEmailData" method in "EmailMessagePublisherPage.js". Any idea please? 

 

 

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Hello community,

I am trying to understand the logic of why we can not add an organization (Account) to an organizational structure of the system. I have seen some of the documentation and tables that link to VwSysAdminUnit and VwSspAdminUnit but I can not find out why they are not displayed in the user interface the same as in the portal organizational structure.

Portal

System

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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 (accounts).



Best regards,

Bogdan

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Hi

I created a custom section and I use it for filtering on a contact lookup in case portal page.

The search returns an empty result because the query use the SysEmpty table, not my custom section table.

I give all permission on the custom sectio for the portal users, but nothing change.

What am I doing wrong?

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Hi Stefano,

 

There might be multiple causes of this behavior.

First of all please keep in mind that access rights might be inherited and since your custom section is based on Contact lookup - permissions are checked for Contacts as well as for your Custom section. 

 

We also recommend looking at the SysSSPEntitySchemaAccessList table. There should be a record of the schema with which you have a problem. For portal users, by default, all schemas are considered to be administered and inaccessible. In order that portal users can use them, this schema must be in the lookup (the list of objects available to portal users). In other words - it must be in the SysSSPEntitySchemaAccessList table. After adding this schema to this table, the problem should be solved.

 

Should the above trouble-shooting not resolve your issue - please send us an email with detailed explanations of your problem to support@creatio.com so we may inspect and analyze your specific case (as it is too few details available by now and further evaluation will be required for precise solution)

 

Best Regards,

Dan

Denis Bidukha,

Thank you very much, for your suggestion.

Adding the missing record in the SysSSPEntitySchemaAccessList table solved my problem.

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Hello community,

I want to catch the step change event of an entity in the client side.

Does Creatio offer a built-in method that implements this functionality that I can override?

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Hello!

 

Thank you for your question. Could you please elaborate more on your business task? Would you like to receive a notification each time a record is modified? Kindly provide us with more details.

 

Best regards,

Anastasiia

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Hello Community,

I am trying to create a lookup filter in client side based on the values of a detail. The case is as follows: I want to display within the application only the contacts which are in the detail UsrApplicationAssignedTo where the application id must be equal to the id of the current application.

 

After adding the following code to my page I get 0 records.

 

attributes: {
	"UsrAssignedTo": {
		// Attribute data type.
		"dataValueType": Terrasoft.DataValueType.LOOKUP,
		// The configuration object of the LOOKUP type.
		"lookupListConfig": {
			// Array of filters used for the query that forms the lookup field data.
			"filters": [
				function() {
					var filterGroup = Ext.create("Terrasoft.FilterGroup");
					filterGroup.add("Contact",
						Terrasoft.createColumnIsNotNullFilter("[UsrApplicationAssignedTo:UsrContact].UsrContact.Id"));
					debugger;
					filterGroup.add("AppFilters",
						Terrasoft.createColumnFilterWithParameter(
						Terrasoft.ComparisonType.EQUAL,
						"[UsrApplicationAssignedTo:UsrApplication].Id",
						this.get("Id")));
					return filterGroup;
				}
			]
		}
	}
}

 

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Hello User 1997,

 

Similar filter example was already provided here with the only difference in the section name (there it was the Projects section, here it's Applications section).

 

Best regards,

Oscar

Hello User 1997,

 

Similar filter example was already provided here with the only difference in the section name (there it was the Projects section, here it's Applications section).

 

Best regards,

Oscar

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Hi Community,

I have a requirement that in details once you created a record with a record number(for Ex:-800009),  you can't create another record with same record number. I have to restrict the duplicate creation of record number.

Can anyone help me to achieve this?

 

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Hello Jagan,

 

Unfortunately, at the moment, deduplication functionality can only be used for the main columns of the object, i.e. You cannot set up rules for searching for duplicates for details.

 

Details pull information from another section. It is necessary to search and merge duplicates in the section itself. 



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

Hi Bogdan,

Can I get the script code for How to achieve the deduplication functionality for the  main columns of the object?

Regards,

Jagan

Jagan Nayak,

 

Hello,

 

Unfortunately, as of now we do not have any ready to use examples of such implementation done by code. 

 

Best regards,

Anastasiia

+ 1 for this functionality

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