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 

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

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

Hi,

Please help me  with this question.

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

Is there any way to do this more easily/reliably now in Creatio? The above method would include any database columns that aren't actually Creatio-configured columns, which isn't what we would like for our use case.

Something akin to this must be in use throughout the OOTB Creatio application - for example in the Excel data loader, you can select the columns for mapping them, and when you have a List, you can select columns from the given entity/object that should be added to the List. Being able to utilise whatever they use would be very useful for customisation - e.g. creating custom data loader mappings.

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