Hello Community,

Is there any way in Creatio to read all Entity fields from front-end (including lookups),besides fetching the entity Metadata?

Thank you

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Hello Petrika,

 

Can you please share a screenshot or a detailed description of your business task?

 

Thank you!

 

Best regards,

Oscar

Oscar Dylan,

In this case I want that in the Lookup, all the fields (Display Value, not the name of the fields in the database) regarding the application form are displayed. How is this realised Oscar ?

Thanks very much !

Petrika,

 

Now I understood, thank you!

 

You will need to preform the SelectQuery request directly to the database from the client-side using filtration needed (this is what happens if you click the lookup, just check it in the "Network" tab of the console) or you can perform the ESQ query to get data from the lookup drop-down. Using one of the scenarios above you will be able to get data needed.

 

Best regards,

Oscar

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Hi Team,

 

I want to set the value of current user logged in to the system in a lookup of contact of a section and as soon as the New button for new record is clicked, the lookup should be already auto-filled with the current user contact name.

 

 I tried using this.set("UsrUserName",CURRENT_USER_CONTACT); but it is not working.Please help me achieve this.

 

Thanks,

 Sarika

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Hi Sarika,

 

UsrCurrentContact below is a lookup column referencing the Contacts object:

onEntityInitialized: function() {
				this.callParent(arguments);
				this.set("UsrCurrentContact", Terrasoft.SysValue.CURRENT_USER_CONTACT);
			},

As a result the value is set for the column once the page is opened.

 

Best regards,

Oscar

Hi Sarika,

 

UsrCurrentContact below is a lookup column referencing the Contacts object:

onEntityInitialized: function() {
				this.callParent(arguments);
				this.set("UsrCurrentContact", Terrasoft.SysValue.CURRENT_USER_CONTACT);
			},

As a result the value is set for the column once the page is opened.

 

Best regards,

Oscar

Hi Oscar,

 

Thanks for the response. It works fine

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Hello,

 

I would like to locate the "CONTACT SECTION' tile in the general tab of the portal section.

Please refer to the screenshot:

 

Below is my code:

 

  • 	diff: /**SCHEMA_DIFF*/[			   
    {
    					"operation": "insert",
    					"name": "Um6pTabsContainer",
    					"parentName": "ActionButtonsContainer",
    					"propertyName": "items",
    					"values": {
    						"className": "Terrasoft.LazyContainer",
    						"itemType": Terrasoft.ViewItemType.CONTAINER,
    						"visible": {"bindTo": "getTabsContainerVisible"},
    						"items": []
    					}
    				},
                  {
    				"operation": "insert",
    				"name": "Tabs",
    				"parentName": "Um6pTabsContainer",
    				"propertyName": "items",
    				"values": {
    				"itemType": Terrasoft.ViewItemType.TAB_PANEL,
    				"activeTabName": "GeneralInfoTab",
    				"classes": {"wrapClass": ["tab-panel-margin-bottom-portal"]},
    				"collection": {"bindTo": "TabsCollection"},
    				"tabs": []
    				}
    			},
     
    			{
    				"operation": "insert",
    				"name": "GeneralInfoTab",
    				"values": {
    				"caption": {
    				"bindTo": "Resources.Strings.GeneralInfoTabCaption"
    				},
    				"visible":true,
    				"items": []
    				},
    				"parentName": "Tabs",
    				"propertyName": "tabs",
    				"index": 0
    			},
     
    			{
    				"operation": "insert",
    				"name": "GeneralInfoTab2",
    				"values": {
    				"caption": {
    				"bindTo": "Resources.Strings.GeneralInfoTab2Caption"
    				},
    				"visible":true,
    				"items": []
    				},
    				"parentName": "Tabs",
    				"propertyName": "tabs",
    				"index": 1
    			},
    				{
    					"operation": "insert",
    					"name": "SectionCaptionCustomerContainer",
    					"propertyName": "items",
    					"parentName": "SeparateModeActionButtonsLeftContainer",
    					"values": {
    						"itemType": Terrasoft.ViewItemType.GRID_LAYOUT,
    						"items": []
    					}
    				},
    				{
    					"operation": "insert",
    					"name": "SectionCaptionLabel",
    					"parentName": "SectionCaptionCustomerContainer",
    					"propertyName": "items",
    					"values": {
    						"itemType": Terrasoft.ViewItemType.LABEL,
    						"caption": {"bindTo": "Resources.Strings.SectionLabelCaption"},
    						"classes": {
    							"labelClass": ["content__title"]
    						},
    						"layout": {
    							"column": 0,
    							"row": 0,
    							"colSpan": 24,
    							"rowSpan": 1
    						},
    					}
    			   	},
    				{
    					"operation": "insert",
    					"parentName": "SectionCaptionCustomerContainer",
    					"name": "PortalSearchText",
    					"propertyName": "items",
    					"values": {
    						"bindTo": "SearchText",
    						"contentType": this.Terrasoft.ContentType.SHORT_TEXT,
    						"caption": {
    								"bindTo": "Resources.Strings.ITXSearchTextPlaceholder"
    							},
    						"labelConfig": {
    							"visible": false
    						},				
    						"layout": { "column": 0, "row": 2, "colSpan": 10, "rowSpan": 1 },
    						"controlConfig": {
    							"placeholder": {
    								"bindTo": "Resources.Strings.ITXSearchTextPlaceholder"
    							},
    						},
    						hasClearIcon: true,
    						clearIconClasses: ["clear-button-style"],
    						"cleariconclick": "$clearSearch",
    					}
    				},
    				{
    					"operation": "insert",
    					"name": "GetOrgButton",
    					"values": {
    						"id": "GetOrgButton",
    						"itemType": 5,
    						"style": "transparent",
    						"classes": {
    							"wrapperClass": [
    								"get-service-button"
    							]
    						},
    						"imageConfig": {
    							"bindTo": "Resources.Images.FindButtonImage"
    						},
    						"visible": true,
    						"selectors": {
    							"wrapEl": "#GetOrgButton"
    						},
    						"enabled": true,
    						"layout": {
    							"colSpan": 0,
    							"rowSpan": 1,
    							"column": 10,
    							"row": 2,
    						}
    					},
    					"parentName": "SectionCaptionCustomerContainer",
    					"propertyName": "items",
    					"index": 3
    				},
    			{"operation": "insert",
    				"name": "GridDataContainer",
    				"parentName": "DataGrid",
    				"propertyName": "items",
    				"values": {	
    					"itemType": Terrasoft.ViewItemType.CONTAINER,
    					//"className": "Terrasoft.AlignableContainer",
    					"classes": {"wrappClass": ["tile-border"]},
    					"visible": true,
    					"items": []	
    				},
    				"index": 0
    			},
    			{"operation": "insert",
    				"name": "GeneralTabTile",
    				"parentName": "GridDataContainer",
    				"propertyName": "items",
    				"values": {
    					"itemType": 5,
    					"imageConfig": {
    							"bindTo": "Resources.Images.ContactButtonImage"
    						},
    					"visible": true,
    					"caption": {bindTo: "Resources.Strings.TileLabelCaption"},
    					"enabled": true,
    						"layout": {
    							"colSpan": 1,
    							"rowSpan": 1,
    							"column": 10,
    							"row": 2,
    						},
    					"items": []
    				},
    			 "index": 0
    			},
    ]/**SCHEMA_DIFF*/,
    	methods: {
    			getTabsContainerVisible: function() {
    					return !(this.get("TabsCollection").isEmpty());
    				},

 

Is there any way to add a border to the "GridDataContainer". The CSS style still not working?

 

Any help is appreciated.

Thank you.

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Hello,

 

If the task is to move the "Contact section" element to the "General" tab, for example, then you need to specify the GeneralInfoTab element as a parent element for the SectionCaptionCustomerContainer. This will automatically move the "Contact section" to the "General" tab.

 

Best regards,

Oscar

Hello Oscar,

 

Thank you for your response.

 

I added the GeneralInfoTab element as a parent element for the SectionCaptionCustomerContainer and even for the GridDataContainer but it didn't work in both cases.

 

Do you have any other recommendations please ?

 

Best regards,

Mouna.

Mouna RACHIDI,

 

Hi,

 

I've used your code locally and was able to move the GridDataContainer by specifying the GeneralInfoTab as a parent for the below element:

{
				"operation": "insert",
				"name": "GridDataContainer",
				"parentName": "GeneralInfoTab",
				"propertyName": "items",
				"values": {	
					"itemType": Terrasoft.ViewItemType.CONTAINER,
					//"className": "Terrasoft.AlignableContainer",
					"classes": {"wrappClass": ["tile-border"]},
					"visible": true,
					"items": []	
				},
				"index": 0
			},

As a result the GeneralTabTile element was also moved to the General tab since its parent (GridDataContainer) was moved to the GeneralInfoTab.

 

Best regards,

Oscar

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Hi everyone,

 

Does anyone know if is is possible to set up a field value in business rules by combining 2 strings? For example change the title to something like "Account name - Customer need"? Hope this is achievable without programming as this is really a basic "no code" functionality...

 

 

Thanks!

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A business rule isn't able to do this. 

You could do it with a no code approach by creating a process that starts on the record added or modified that reads the record, then sets the field value by combining the two values. The down side to this approach is that the user won't see this value until they refresh the page.

I realize you're after a no code approach, however, if you want to do this with code, you can add something like this to the methods of the page - this will set the name when the record is saved (assuming the field names are correct):

save: function() {
    var account = this.get("Account");
    var need = this.get("LeadType");
 
    if (account && need) {
        this.set("Name", account.displayValue + " - " + need.displayValue);
    }
 
    this.callParent(arguments);
}

(btw, I don't know why formatted code doesn't format code correctly on these forums, but the && is supposed to be &&)

Ryan

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Hi, 

 

When trying to run a  sql query in clio against a Creatio cloud environment I'm getting this eror:

 

System.Net.WebException: The remote server returned an error: (404) Not Found.

   at System.Net.HttpWebRequest.GetResponse()

   at Creatio.Client.ATFWebRequestExtension.GetServiceResponse(HttpWebRequest request)

   at Creatio.Client.CreatioClient.ExecutePostRequest(String url, String requestData, Int32 requestTimeout)

   at Clio.Common.CreatioClientAdapter.ExecutePostRequest(String url, String requestData, Int32 requestTimeout)

   at Clio.Common.SqlScriptExecutor.Execute(String sql, IApplicationClient applicationClient, EnvironmentSettings settings)

   at Clio.Command.SqlScriptCommand.SqlScriptCommand.Execute(ExecuteSqlScriptOptions opts)

 

Any thoughts?

 

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Hi,

 

It's impossible to determine the reason without reviewing the logs. You need to try running the same command using a local copy of the app hosted in cloud, get the error message and review the application logs. Also sine this is a PostgreSQL command review the command itself and check if all tables and columns in the query are double-quoted and the register is correct.

 

Best regards,

Oscar

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Hi Community,

 

We decided to install a new Creatio Application instance on our linux based servers. We would like to know if we could use the lastest version of PostgreSQL (13 or 14)?

Thanks in Advance.

 

Best Regards,

Pedro Pinheiro

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Hello Pedro,

 

You can use the 13th version of PostgreSQL. But not the 14th for now.



Best regards,

Bogdan

Hello Pedro,

 

You can use the 13th version of PostgreSQL. But not the 14th for now.



Best regards,

Bogdan

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Hi Team ,

 

I'm looking for a solution for a scenario where a user double clicks on the record of a detail with column setup as list view, the record of the connected section should open instead of that detail record page.

 

Please help me achieve this.

 

Many Thanks,

 

Sarika

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Hi Sarika,

To do this would would add some code to the detail to change what happens when the row is double clicked. First, add the NetworkUtilities to the modules list at the top of the detail schema, something like this:

define("UsrMyDetail", ["NetworkUtilities"], function(NetworkUtilities) {

Something like this:

editRecord: function(primaryColumnValue) {
    var row = this.getActiveRow(),
        entity = row.get("UsrMyEntityColumn");
 
    if (Ext.isEmpty(entity)) {
        return;
    }
 
    var hash = NetworkUtilities.getEntityUrl("UsrMyEntityName", entity.value);
    this.sandbox.publish("PushHistoryState", {hash: hash});    
}

Ryan

Hi Sarika,

To do this would would add some code to the detail to change what happens when the row is double clicked. First, add the NetworkUtilities to the modules list at the top of the detail schema, something like this:

define("UsrMyDetail", ["NetworkUtilities"], function(NetworkUtilities) {

Something like this:

editRecord: function(primaryColumnValue) {
    var row = this.getActiveRow(),
        entity = row.get("UsrMyEntityColumn");
 
    if (Ext.isEmpty(entity)) {
        return;
    }
 
    var hash = NetworkUtilities.getEntityUrl("UsrMyEntityName", entity.value);
    this.sandbox.publish("PushHistoryState", {hash: hash});    
}

Ryan

Hi Ryan,

 

Thanks for the solution, I tried the below given code and it is working as expected. 

 

 

Best Regards,

 

Sarika 

 

 

 

 

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Hello community,

I tried downgrading packages to 7.18.2.1236 and everything is working fine. The next thing I need to do is downgrading the database version from 7.18.4.1532 to 7.18.2.1236. Which is the correct way to fix this issue because I'm getting "Versions of application "7.18.2.1236" and configuration "7.18.4" are incompatible"

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Hello,



Unfortunately, it's impossible to downgrade the application. 



You can downgrade it if you made the full backup before the upgrade.



Best regards,

Bogdan 

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Question

Hi Team,

 

I have applied red asterisk using CSS on the fields that are mandatory in a section edit page using a client module for CSS.

 

 

The asterisk are visible in the pre-existing records but not in the new record. Please help me resolve this issue.

 

New record page :

 

 

Previously saved Record:

 

 

Also I'm facing this error of amplitude not defined 

 

Many Thanks,

 

Sarika

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Hi Sarika,

 

It the fields are mandatory then make them mandatory in the section wizard directly, but not applying red asterisk via css. Using the wizard the fields will be mandatory even when adding a new record.

 

Best regads,

Oscar

Hi Oscar, the labels that you can see are field default values that is being used as field label which I have implemented for proper alignment of section fields layout.

The Label Group Name is itself a field and the blank space for the value for Group name is another field whose title has been hidden.

That is why, for applying style, I have used CSS.

 

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Hi Community,

 

I am trying to implement JIT when a user is not present. But by default it is creating a user as "Company Employee". Any suggestions how I can identify and create either Company Employee or Portal user based on the response that has been received in the SAML token.

I have followed the following two articles:

  1. Single Sign-On via ADFS
  2. Just-In-Time User Provisioning

 

Thanks,

Sourav Kumar Samal

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Hi All,

 

Can anyone answer on this?

 

Thanks,

Sourav

Dear Sourav, 



I would suggest you to carefully check the web.config file located in the root folder of Creatio. 

In this file you can find the list of login providers (the place where you enabling JIT by the guide):



        <provider name="SsoAuthProvider" type="Terrasoft.WebApp.Loader.Authentication.SSO.SsoAuthProvider, Terrasoft.WebApp.Loader">

          <parameters>

            <add name="UserType" value="General" />

            <add name="UseJit" value="false" />

          </parameters>

        </provider>

        <provider name="SSPSsoAuthProvider" type="Terrasoft.WebApp.Loader.Authentication.SSO.SsoAuthProvider, Terrasoft.WebApp.Loader">

          <parameters>

            <add name="UserType" value="SSP" />

          </parameters>



If you want to enable JIT for portal user you need to make sure that key <add name="UseJit" value="false" /> is added to the block related to the "SSPSsoAuthProvider"

so it looks like:

    <provider name="SSPSsoAuthProvider" type="Terrasoft.WebApp.Loader.Authentication.SSO.SsoAuthProvider, Terrasoft.WebApp.Loader">

          <parameters>

            <add name="UserType" value="SSP" />

            <add name="UseJit" value="true" />

          </parameters>



After that please make sure that SspLogin.aspx is specified in all keys instead of NuiLogin.aspx to make sure that user will get a proper portal cookie in case if you want to use a Service Provider initiated SSO flow to create portal users. 

Also please note that in this case ordinary company employees will have to login via direct link only or use the link to NuiLogin.aspx module if they want to use SSO as well. 



Kind regards,

Roman

Roman Brown,

Does this mean we can only use Jit either for Portal User or for Company Employee user?

 

Regards,

Sourav

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