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

Hello,

Regarding your question about creating an anonymous web service: please follow the link below to the documentation, here you can find all the needed information in the "Develop a custom web service that uses anonymous authentication for .NET Core" section.



https://academy.creatio.com/docs/developer/back_end_development/web_services/overview#title-1243-5



The short answer is, in .NetCore you don't need need to create the .svc file, you simply need to modify an appsettings.json file.

As for your second question, basically, there are no special steps/settings in VS IDE for .net core. It contains lots of tools but they are all optional and are not absolutely required for .net core. 

The only thing you should understand is that the code will be compiled under netstandard.

The application installation package on the .Net Core platform is universal, both on Linux and Windows.

Best regards,

Anastasiia

Hi

Anastasiia Lazurenko,

Thank you firstly for your answer,

after configuring anonymous service for .net core indicated in the previous link, how we can test if they work ?

i tried with this link : "http://mycreatio.com/0/ServiceModel/UsrCustomConfigurationService.svc/G…"

but i get this error : page can’t be found

Hello,

 

If you have followed the example on Creatio Academy, please note that you cannot use the mycreatio.com website, but need to substitute the URL of your Creatio site and the name of the service you created.

Form a link like this

 

[Creatio application URL]/ServiceModel/[Custom web service name]/[Custom web service endpoint]

 

Thank you.

You can lock the fields in the editable detail using business rules on the page for the detail, rather than in code. On the page for the detail, add a business rule to make the field not editable. Something like 

Condition: Boolean true = Boolean false (something that is never true)

Then: Make field editable (the condition is never true, so field is never editable)

The business rule will apply to the detail list and the fields will not be editable in the detail list.

Ryan

Hi Ryan,

I'm actually working with the BaseGridDetail so I can't lock it with a business rule... do you have any other idea?

Thanks anyway.

Luca

Luca Tavasanis,

IIRC to do it in code I usually do it like this (but unable to verify if this is correct at the moment)

getCellControlsConfig: function(entitySchemaColumn) {
    // get config from base 
    var config = this.callParent(arguments);
    var columnName = entitySchemaColumn.name;
 
    // if this is the column I want to disable
    if (columnName === "UsrMyColumn") {
        Ext.apply(config, {
            enabled: false
        });
    }
 
    return config;
}

Hopefully that gets you closer, of course, if you're wanting to disable all, you could just remove the if to check the column it's for.

Ryan

Ryan Farley,

I just tried what you suggested but unfortunately it's not working... it returns an error when I use this.callParent(arguments);.

Thank you anyway.



Luca

Luca Tavasanis,

While I was debugging I have noticed that the properties of the labelConfig that enabled some of the fields where added in the method: "applyBusinessRulesForActiveRow: function(id, gridLayoutItems)" and to fix the issue I just added this method in the client module.