7.18 | Community Creatio

Question

User1997

15:17 Mar 23, 2022

Hi community,

I have a time column typed named Duration. In the execution of a business process I want to change the value of this attribute with the difference of two datetime parameters: enddate - startdate. Is there any way to perform this action or should I change the type of this column to type number.

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Question

API

Business Process

Sales_Creatio_enterprise_edition

7.18

Call Creatio Rest API from Business Process

Massimiliano Mazzacurati

18:47 Mar 22, 2022

I need to invoke Creatio Rest API from a Business Process to take advantage of out-of-the-box functions available via Creatio API.

For example I need to create a copy of a given Project. I saw that the "copy" button of the user interface invoke this endopint: /0/rest/ProjectUtilitiesService/CopyProjectWithStructure

The payload is like {"projectId": "54df197d-7708-4c6d-8dea-778465bec49d"}.

The response is like {"errorInfo":null,"success":true,"nextPrcElReady":false,"queryId":null,"responseStatus":null,"rowsAffected":-1,"CreatedProjectId":"0198cd7d-75b4-4924-8b06-49e2acbcb8cf"}

I need to do the same thing of the "copy button" inside a business process so I configured a web service (standard Web Service section) setting the endpoint and Basic Authentication (Supervisor username with its password set in custom system settings).

When I try the web service I get an "Unauthorized" response:

How should the web service be set to be used "from Creatio to Creatio"?

Is there a better way to reach the same goal from Business Processes?

Thanks

2 comments

Best reply

Ryan Farley

17:43 Mar 23, 2022

Have you tried just calling the classes directly as classes? There's no need to call as a service since it's just a C# class that you can call directly. Or bypass the ProjectUtilitiesService, which is just a service wrapper around ProjectCopyManager and try calling that instead.

Something like (not tested):

var copyManager = new ProjectCopyManager(UserConnection);
copyManager.CopyProjectWithStructure(projectId);

Ryan

Ryan Farley

17:43 Mar 23, 2022

Something like (not tested):

var copyManager = new ProjectCopyManager(UserConnection);
copyManager.CopyProjectWithStructure(projectId);

Ryan

Massimiliano Mazzacurati

18:04 Mar 23, 2022

Ryan Farley,

Thanks Ryan, it works; here's my code inside a script task:

var copyManager = new Terrasoft.Configuration.ProjectCopyManager(UserConnection);
Guid newProjectId = copyManager.CopyProjectWithStructure(projectId);

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Question

Sales_Creatio

7.18

Save 'Connected to' schema as image

Vladimir Sokolov

17:31 Mar 21, 2022

How would it be possible to save 'Connected to' schema as image or pdf? We need to save versions of Account relationship for history

Thank you!

1 comments

Ryan Farley

23:04 Mar 21, 2022

Just an idea, if you can get html2canvas to work as a module in Creatio, it can save part of the rendered HTML as an image. See https://html2canvas.hertzen.com

It's easy enough to use, something like

html2canvas(#divOfConnectedToElement).then((canvas) =&gt; {
    const base64image = canvas.toDataURL("image/png");
    window.location.href = base64image;
    // you could pass the bytes to a configuration service to save 
    // as attachment or use FileApiService
});

However, you'd likely need to wrap the html2canvas up in a module to use.

Ryan

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Question

Sales_Creatio

7.18

How to copy a DCM process

Oren Diga

14:11 Mar 18, 2022

Hello community

Is there an option to copy a DCM process?

I need to build a process, very similar to one I already developed.

If I could somehow duplicate my process, a lot of work will be saved.

Thanks

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Question

Service_Creatio_enterprise_edition

7.18

BREAK CONNECTION BETWEEN CONTACTS AND ACCOUNTS

Andreia

17:37 Mar 17, 2022

Hi,

How can I break the connection between "Contacts" and "Accounts"?

I added the contact and account field in the "Case" section as shown below.

What I want is, if possible, to break the connection between these two objects. It is possible?

Thank you!

Kind regards,

Andreia

Thank you!

1 comments

Yosef

14:07 Mar 18, 2022

Hello Andreia,

This might be connected through a business rule of your page. (in this example the case section wizard)

You can disable it there.

Kind regards,

Yosef

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Question

Marketing_Creatio

7.18

Email service provider

Ricardo Bigio

15:20 Mar 17, 2022

Which email service provider (UniOne, etc) should I use ? can I use the same email service provider both for the PROD and DEV cloud sites ?

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Question

Add Field Validation to lookup column "Name"

rajat patidar

11:30 Mar 17, 2022

Hi All,

I need to put validation to restrict the lookup column "Name" to a certain number of characters(not 50,250,500). Can anyone suggest how can i achieve that?

3 comments

Best reply

Yosef

14:16 Mar 18, 2022

Hello rajat,

You can add an event on the object itself through the configuration:

https://prnt.sc/LIjTKY0mxzdz

Get the value of the Name field and make sure that it isn't longer than x characters.

Kind regards,

Yosef

14:16 Mar 18, 2022

Hello rajat,

You can add an event on the object itself through the configuration:

https://prnt.sc/LIjTKY0mxzdz

Get the value of the Name field and make sure that it isn't longer than x characters.

Kind regards,

Yosef

rajat patidar

14:37 Mar 21, 2022

Hi yosef,

I am not able to add anything in that business process. Can you guide me how to achieve the above objective

Yosef

13:38 Mar 22, 2022

rajat patidar,

Make sure the object exists in your package (custom package is the default one) and then use an event subprocess.

Here's an example on how to work with server side code:

https://academy.creatio.com/docs/developer/interface_elements/record_page/field/add_auto_numbering_to_the_field#title-1349-12

You can then follow this logic:

https://academy.creatio.com/docs/developer/interface_elements/record_page/field/add_the_field_validation

Kind regards,

Yosef

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Question

Petrika Mele

10:44 Mar 17, 2022

Hello Creatio Community!

When I copy an Application, only the application fields are copied. Its details(like the Application forms related to it) are not copied.

My functional requirement is to copy the application together with the App Forms. How can these be done in Creatio ? Is there any similar implementation

(back-end development)?

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Question

Service_Creatio

7.18

New case button

Stefano Bassoli

06:44 Mar 17, 2022

Hi community

In the case section I have configured 2 different pages based on the category field.

Is it possible to control which page a user can use based on the functional role that the user belongs to?

Screenshot by Lightshot (prnt.sc)

2 comments

Stefano Bassoli

07:58 Mar 24, 2022

Hi,

I configured the permission on case category lookup values based on the functional role that can use it, but It doesn't work.

Is it possible to hide some lookup values based on permission ?

Stefano Bassoli

18:16 Mar 27, 2022

Hi,

I solved my request.

The solution is:

1. Hide Lookup records (with access rights or Business Process) | Community Creatio

2. How can I hide adding buttons for some section types? | Community Creatio

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Idea

Discussion

dashboards

Sales_Creatio

7.18

Grouping dates by calendar - also descriptive months ?

Damien Collot

15:11 Mar 16, 2022

Hi it would be great to be able to group series by trimester.

For example if we want to compare signed opportunities by quarter, either we have to create 4 tables at the moment with filters on specific dates (need to rework the dashboard each year), or make due with visualization of 3 months. But we would like to group per quarter for the whole year and compare par current versus last year.

Also, in the visualization, could we have months in text and not numbers ?

(January, February, etc... instead of 1, 2, ...)

Do you like this idea?

3 comments

Bogdan

01:28 Apr 01, 2022

Hello

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.

Thank you for helping us to improve our product.

Best regards,

Bogdan

Kjerste Villars

21:01 May 18, 2022

Ditto - we have the same need to be able to report quarterly results ie. Sales Sold by Quarter by Sales Manager