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.

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

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

Hi Veronica,

These two problems are related. The problem is that the response from the Creatio app upon lead registration is received slowly. The most common problem is that there is a business process (or several business processes) that are started upon creating a lead. Please check it in your app and temporarily disable them (out-of-the-box processes can be left active) and try registering the lead once again. The speed should increase after that.

Best regards,

Oscar

Hi again Oscar, and thanks for your fast reply. I have now done as you said,

First round of test:

1. Turned them of and on one by one and sent in a new form each time I turned a prosess off = no change in load time on site

2. Turned off all the prosesses off = no change in load time on site

7 forms filled in and sent, I only got 1 CF7-3rdParty Integration Failure-email in return). 



Second round of test:

1. Turned them of and on one by one and sent in a new form each time I turned a prosess off = no change on some of the turn offs but also a better load time when I turned it back on. 

2. Turned off all the prosesses off = no change in load time on site

7 forms filled in and sent, I only got no CF7-3rdParty Integration Failure-email in return.



So I can not find any red thread here on what is the root of the problem.

Any other ideas on how to investigate this problem further?

Hi Veronica,

Ok, the problem not in the business processes. But there can be also processes in the Lead object directly (those that are configured in the process page that is opened when clicking the "Open process" option in the object designer) or entity event listeners (described here). They can also affect the response speed when inserting a lead from the form. Other option is only network issues, there are no other reasons for the response slowdown.

Best regards,

Oscar

Hi Damien,

you can modify Approvals status

Hello Damien,

the approval stays in the backlog because the business process is still active. If you modify the business process and make it end right after one of the approvers takes a decision, the notification from the backlog will dissapear for the other one. 

Best regards,

Dariy

Dariy Pavlyk,

Hi Dariy, very interesting to know. Does that mean that I need to do a second process for the follow-up steps that depend on these approvals ? On what criteria would the follow-up process be based on to start?

Hello Damien,

you can create a signal trigger for the process that will be activated when an Approval status is modified, for example. You can add aditional conditions to make sure that it will be triggered only when needed. 

I've just tested this on my end, and it does work properly. The business process is triggered only when you modify the approval Status, not when the approval is created.

Best regards,

Dariy

For reference and anyone who happens this way in the future there is some discussion on this in the linked article above.

Hi Sakira,

You can populate tooltip field property on the Page Designer. Is this what You are looking for ?

https://academy.creatio.com/docs/user/no_code_customization/ui_and_business_logic_customization/page_layout/fields/set_up_page_fields#title-157-12

Best regards,

Marcin

Hi Sarika,

Columns on the page don't have inbuilt onMouseOver event. You can only add popup hints as described here and only for the elements with the following data type:

• Terrasoft.ViewItemType.BUTTON
• Terrasoft.ViewItemType.LABEL
• Terrasoft.ViewItemType.COLOR_BUTTON
• Terrasoft.ViewItemType.HYPERLINK
• Terrasoft.ViewItemType.INFORMATION_BUTTON
• for elements with the specified generator property

Best regards,

Oscar

Hi Oscar,

The aim for the functionality is that on field hover , a method should get invoked from the edit page and the showinformationdialog would be a part of that function only.

Hello Andreia,

Thank you for your question!

Could you please elaborate more on yout business task? If a contact does not belong to the account, it's normal behaviour that they are not compatible together.

Best regards,

Anastasiia

Hi Anatasiia,

What I need to do, if possible, is the following:

1. I have these two fields, ("Account" and "Contact") in the Case section

2. First fill in the "Account", then my question is, if it is possible to create a new contact, here on this page, that is not yet associated with this account, but when creating, associate the contact with this account.

My question is whether this is possible.

I hope you can understand!

Thank you.

Best regards,

Andreia

Hello Andreia,

Thank you for your clarification!

If I understood your question correctly - unfortunately, you are not yet able to create new contacts through the case section without summoning any other additional fields.

Although, you are able to create a new contact by filling out the mini page that appears after you click on "new contact" button:

After which the mini page will appear where you can add the needed account:

I will create a request for our R&D team so they will develop the desired functionality in future releases. 

Hope it helps! 

Thank you, 

Artem. 

Thank you for the help Artem,

Best regards,

Andreia

Hi Artem,

But in relation to my first question "How can I break the connection between Contacts and Accounts?" how can I do that? 

Thank you.

Kind regards,

Andreia

I would like to do this as well. We have Different Account types that we use for Vendors on Projects.   If I add an account lookup and filter by the type, the Contact gets removed when I hit Save. I need to be able to add accounts where the contact is not associated with it.  Is this possible?

Can anyone please help with this.

Hello Akshit,

You can investigate BaseCommunicationDetail and add your validator by analogy.

					this.addColumnValidator("Number", newItem.validateField, newItem);
					this.addColumnValidator("Number", newItem.checkCommunicationDuplicates, newItem);

Regards,

Marcin

Hello Marcin,

Could you please explain in detail?

Thanks

Hello Fulgen,

You can find many examples by searching terrasoft source code files if You have local instance of Creatio.

One of example with multiple filters is from UpdateTargetAudienceProcessHelper.MarketingCommon.cs

		public virtual void ClearCurrentTargets() {
			new Delete(UserConnection)
	.From(TargetSchemaName)
	.Where("IsFromGroup").IsEqual(Column.Parameter(true))
	.And(TargetSchemaBindingColumnValueName).IsEqual(Column.Parameter(RootSchemaRecordId))
	.And(ResponseColumnName).IsEqual(Column.Parameter(DefResponseId))
	.Execute();
		}

Best regards,

Marcin