Hello 

 

As i was strugle on this issue and finaly figure this out... i belive that this will be helpfull for others...

 

We have 3 currencies that involve on our process.

US Dollar, ILS - Israel Shekel, and ERU

we neede to translate the relevant currency from 1$ into 3.2 ILS (3.2 as the current rate)

when we try to approach the currency table - the Rate field was 0.0

when we try to approach the Currency Rate Table - the Rate field showed unreasonble number.

 

so... we checked and we didn't understand why and what. and eventualy, with a GREAT help of creatio represntative, we got this solution:

 

Preparations:

1. setup the base currency to our currency - in our case is ILS

2. setup the other currencies as follows.

    example - US Dollar:   setup the Ratio = 1000,  setup the rate value to = 3289.000 (in case the 1$=3.289 ILS)

What happened on the back end is that the Currency Rate table is getting the values from this update, and setup the field "Rate" into 304.000 (in that case)

when we want to setup a calculation that uses this rate - whats needed to be done is:

A = get the ratio number from the relevant currency, from the currency lookup table.

B = get the Exchange Rate from the Currency Rate table, for this specific currency.

and do this math:  A/B   >>> and the result will give you the correct rate !

in this example the rate will be:   1000/304  =  3.289   (1000=Ratio from currency table, 304=Exchange Rate from currency rate)

 

Then we take the value from that result, and use it in the process.

actualy - when i come to think about it - we need to do this process in the currency table, and save this value for all uses... 

 

If someone has bump into this issue and would like to share her/his opinion... i will be happy to see... maybe we did it all so complex for no reason ... but it works :-) 

 

Thanks 

 

 

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Julius,

Thanks, I actually saw that article. i am not sure whether we need to integrate to this site of the the central bank in Israel... 

 

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Hi Creatio community,

 

I am using Creatio sale. I want to ask that How can I manage my Sale teams KPI on Creatio sale?

 

For example: 

- I can set up the Target KPI to my Sale team members such as: Number of Call, Message, Mails; Revenue

- I can control the KPIs of my team members by seeing how each person has performed

 

Please help me on that

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Hi there,

 

Thank you for your question,

 

To control KPI of each member, we would recommend using Dashboards. With it, you display the results of each member of your team. More information you can find in the article here.

 

As for target KPI, at the moment there is no corresponding functionality to setup constant numbers in Dashboard section. Our R&D team works on implementing such tool in future releases.

 

As for now, we would recommend using Gauge dashboard to set up KPI requirements.

 

Please let us know if any additional questions arise!

 

Best regards,

Anastasiia 

 

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Hi all,

we want the option for "Delete connected records also" to be disabled/hidden from the page.

 

Please suggest a way for the same.

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Hi,

 

Create a replacing module and select the MultiDeleteResultPageV2 module as a parent and add the following method in the replaced module:

getItemToolsConfig: function() {
						var deleteButton = {
							className: "Terrasoft.Button",
							imageConfig: this.get("Resources.Images.DeleteItemIcon"),
							classes: {wrapClass: ["constraints-icon-delete"]},
							markerValue: "tools-button",
							caption: this.get("Resources.Strings.DeleteRecordButton"),
							style: Terrasoft.controls.ButtonEnums.style.TRANSPARENT,
							menu: {
								items: [
									{
										caption: this.get("Resources.Strings.UnlinkRecord"),
										click: {bindTo: "callDeleteService"},
										tag: "CascadeUnlink"
									}
								]
							}
						};
						var ignoreButton = {
							className: "Terrasoft.Button",
							imageConfig: this.get("Resources.Images.IgnoreItemIcon"),
							hint: this.get("Resources.Strings.IgnoreHint"),
							classes: {wrapClass: ["constraints-icon-ignore"]},
							markerValue: "ignore-button",
							click: {"bindTo": "ignoreRecord"}
						};
						var toolsContainer = {
							className: "Terrasoft.Container",
							items: [deleteButton, ignoreButton],
							classes: {
								wrapClassName: ["constraints-item-tools-container"]
							}
						};
						return toolsContainer;
					},

and the following code to the schema diff:

{
						"operation": "merge",
						"name": "ByConstraintsContainerHeaderDeleteButton",
						"parentName": "ByConstraintsContainer",
						"propertyName": "items",
						"values": {
							"menu": {
								"items": [
									{
										"caption": {"bindTo": "Resources.Strings.UnlinkRecord"},
										"click": {"bindTo": "callDeleteService"},
										"tag": "AllCascadeUnlink"
									}
								]
							}
						}
					},

Save the replaced module and refresh the page, the option will be removed.

 

Best regards,

Oscar

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Hi,



I tried adding System.Net in Business Process Using property and it is throwing me error "A namespace cannot directly contain members such as fields or methods".



Is there any workaround?



Best regards,

Solem A.

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Hi Team,

i have a scenario where i have to 2 lookups in a section - 

lookup 1 - which as fixed set up values (value1, value2, value3...)

lookup 2- whose values are dynamic and should be fetched from external api based on value from lookup 1. 

for example: if value1 is chosen, it hits external api and gets set of values that should be populated to choose from.

Please guide me in implementing the same.

Thanks,

Gokul

 

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Dear Community,

 

Has anyone figured out how to keep the instance in English but have a different way of writing decimals?

Right now it looks like this:

"1.000,00" https://prnt.sc/S9vrF_TQt1dF

But we would like it to look like this:

"1,000.00" https://prnt.sc/HkloU2ovQkeM

 

The only way so far is to change our language, but that's not an option.

 

Thank you in advance!

Yosef

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did you found a solution?, we need to maintain spanish, but replace comma with  point

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Hi Team,

 

Does Mobile Creatio app support two factor authentication?

 

Customers have SSO enabled on Creatio Web application.

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Hi, 

 

I wanted to know if is there any plugin to integrate "MiCloud Connect" telephony of Mitel with creatio.

 

Best regards. 

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Hi Javier,

 

The only connector we have for Mitel telephony is the "MiContact Center connector for Creatio"

https://marketplace.creatio.com/app/micontact-center-connector-creatio

 

Hope it works for you!

 

Best regards,

Max.

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Hello Community,

Is it possible to display columns of an object as a lookup?

  1. I have configured a lookup named 'Data Entity' with data source as 'Section' (SysModule) so it is displaying all the section objects.
  2. If the value selected in that lookup is 'Opportunity' then in the next lookup named 'Data Entity Field' should display all the fields of the selected object (Opportunity columns)

Kindly assist how we can achieve this.

 

Thanks,

Sivaranjani

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Hello Sivaranjani,



unfortunately this is not possible to do with out of the box functionality.



Lookups must be pointing to a specific existing object in the database. In the first case with the "Data Entity" lookup this is possible to do because it is pointing to the "Section" lookup which already exists and has concrete values.

However, this second lookup "Data Entity Field" is dynamic and it has nowhere to be pointed because it's values will depend on something that is not selected by default. This lookup is empty until you select something from the "Data entity" lookup. But it's not possible in the system to create an empty lookup where the values will be passed  depending on the field that you select in other lookup. 



Lookups in general store already defined values, it is not possible to dinamically pass to them values from an object that is inside another object.



I will create a request for our R&D department and attach this case to it, so in the future they can take this into account while developing new functionalities.



Best regards,

Dariy

Dariy Pavlyk,

Thanks for the response!



Let us assume that the second Lookup is Static.

Can you please guide this situation on how to populate a lookup with columns of a section?



Scenario:

Lookup field --> "Opportunity Fields" 

This field should display all the columns available in the opportunity section.



Best regards,

Bhoobalan Palanivelu.

Hello,

 

We apologise for the delay in the response. Here is a solution that you could implement:

 

To begin with you could create a lookup based on the object VwEntityObjects. This lookup will contain the name of all the objects/tables in the system, and you can easily add it to your page.

 

Then, we need to find a way on how to create a table which contains all the column names from all the tables in the system, because by default there is no such table.  But there is a way in which we could implement this functionality.



To begin with, this query provides us all the columns in the database, along with the names of the tables where they are located:

SELECT *

FROM INFORMATION_SCHEMA.COLUMNS;



So we can create a view based on this select query:

CREATE VIEW column_names_view

AS   

SELECT *

FROM INFORMATION_SCHEMA.COLUMNS; 

GO  



Then we can go to the configuration section in Creatio and create an object, for example UsrTableColumns, where we will store all this information. The basic fields that we will need to create in this object are "UsrColumnName" and "UsrTableName". Then we need to save the object and publish it, and after that the table will be automatically created in the database.



After that we can insert the information provided by the view into our newly created table:

INSERT INTO UsrTableColumns (UsrTableColumn, UsrTableName)

SELECT  "COLUMN_NAME", "TABLE_NAME"

FROM column_names_view;



Then we can create a lookup in the system based on this table UsrTableColumns , and add it to the page where we want to use it. Then, using a business rule, we can filter the results of this field depending on the one that we have selected in the VwEntityObjects. We will need to verify whether the name of the object of the VwEntityObjects equals to the UsrTableColumns.UsrTableName.

 

Best regards,

Dariy

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Question

Hello Community!

I would like to generate a Report, that would print the Application and the Application Forms related to it (1:n) relationship. Is this possible in Creatio with FastReport. I have read dhe documentation on FastReport and saw some simple examples of printing some fields of the Contacts section. 

The scenario that I am seeking answer is more complicated. Because I want to print the Parent(Application) together with the Child(Application Forms) attached to it.

Thank you !

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Best reply

Hi Petrika,

 

There is an example in each Creatio app in the "Reports" section called "Noteworthy events for contact (sample)" and it uses ContactAnniversariesReportDataProvider as a report data provider (source code in configurations). This report returns contact info + contact anniversaries info (and contact anniversaries is a "Noteworthy events" detail on the contact page that has the same 1:n relationship). So you can use it as an example.

 

Best regards,

Oscar

Hi Petrika,

 

There is an example in each Creatio app in the "Reports" section called "Noteworthy events for contact (sample)" and it uses ContactAnniversariesReportDataProvider as a report data provider (source code in configurations). This report returns contact info + contact anniversaries info (and contact anniversaries is a "Noteworthy events" detail on the contact page that has the same 1:n relationship). So you can use it as an example.

 

Best regards,

Oscar

Oscar Dylan,

Thanks very much Oscar. Relying on the example was the best advice

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