Hello Sarika,

There is no such oob functionality, implementation of this idea will require development. Unfortunately, we do not have any ready to use examples of how it can be achieved with code. 

I have forwarded your idea to our responsible R&D team to consider it's implementation in the upcoming versions of the Application. 

Thank you for helping us to make our application better!

Best regards,

Anastasiia

Nevermind found it, but leaving the post as this can interest some people:

 

attributes: {
			"Client": {
				"multiLookupColumns": ["Account","Contact"]
			}

can you post the code?

keith schmitt,

How are you? Thank you your interest. As I commented I tried a lot of alternatives. Attached the code. Focus on UpdateSMSStatus / 

GetInstructions / ProfileRequest. Each method has a different behavior but none of them works.

https://drive.google.com/file/d/1Q1cIxIN7GCUT-DsEJCHT2IKr1R39DkKL/view

Thank you!

Hello Muhammadjon,

in order to achieve this you need to create a Replacing view model at the Custom package.

For the partent object you will need to select ContactSectionV2, or the section where you want to create this button.

Then you need to create a new localizable string (you will see the possibility to create a new one on the left) where you will put the desired text. for the button. While creating the localizable string you will need to enter the value, and the code. The code is something that you will use later.

After that you insert this code on the page:

 define("ContactSectionV2",

        function(BaseFiltersGenerateModule, Enums, ConfigurationConstants, BusinessRuleModule) {

            return {

                entitySchemaName: "Contact",

                messages: {},

                attributes: {},

                rules: {}/**SCHEMA_MODULES*/,

                /**

                 * Current schema mixins

                 */

                mixins: {},

                methods: {

                    OnTestButtonClick : function() {

                        Terrasoft.showInformation('Test') 

                    }

                },

                diff: /**SCHEMA_DIFF*/[

                    {

                    "operation": "insert",

                    "parentName": "ActionButtonsContainer",

                    "propertyName": "items",

                    "name": "TestButton",

                    "values": {

                        "itemType": Terrasoft.ViewItemType.BUTTON,

                        "style": Terrasoft.controls.ButtonEnums.style.GREEN,

                        "caption": {"bindTo": "Resources.Strings.TestButtonCaption"},

                        "markerValue": {"bindTo": "QualificationProcessButtonCaption"},

                        "classes": {"wrapperClass": ["t-btn-wrapper t-btn-text t-btn-style-blue actions-button-margin-right"]},

                        "iconAlign": Terrasoft.controls.ButtonEnums.iconAlign.RIGHT,

                        "click": {"bindTo": "OnTestButtonClick"},

                        "layout": {

                            "column": 6,

                            "row": 0,

                            "colSpan": 2

                        },

                        "visible": true

                    }

                }    ]/**SCHEMA_DIFF*/

            };

        });

The method  Terrasoft.showInformation('Test')  is the one responsible for displaying the message on screen. Here instead of Test you can write any message. 

The part where it says "caption": {"bindTo": "Resources.Strings.TestButtonCaption"}" , this is where you put the code from the localizable string previously created. So if the code of the string was called TestButtonCaption, then you need to put Resources.Strings.TestButtonCaption. If you name the code like "RandomButton" then it will be Resources.Strings.RandomButton.

Best regards,

Dariy 

Thanks so much! This is so helpful

Dariy Pavlyk,

Hello,

Yes, it is possible to set up SSO through OKTA. Unfortunately, we do not have specific instructions for this product, but you can use the Single Sign-On via ADFS Academy article for your reference. 

Best regards,

Bogdan

Bogdan,

We are also trying to configure from OKTA's side as well. But there are certain ask that we are unsure about. Could you please suggest on the following questions from Creatio perspective?

• Single Sign On URL - https://site.creatio.com/ServiceModel/AuthService.svc/SsoLogin
• SP Entity Id -
• Default Relay state -

Thanks,

Sourav

Bogdan,

Is there any information on this?

Thanks

Sourav, 



This application is in "Upcoming" state meaning that it will be available in Future. 

As for your first question, you need to insert following values:

 

• Single Sign On URL - https://site.creatio.com/ServiceModel/AuthService.svc/SsoLogin
• SP Entity Id - https://site.creatio.com/
• Default Relay state - you can leave it blank. 

Kind regards,

Roman

 

Roman Brown,

What is the LocalCertificateFile and where to get this for onsite applications?

Thanks,

Sourav

Which error message do you get in the console from the client-side when opening a record? Also which value is being stored in the database. Finally, what does this.get("BirthDate") returns inside the onEntityInitialized method execution from the client-side?

Best regards,

Oscar

Hello Gareth,

Please check the answer on this post: 

https://community.creatio.com/questions/disable-new-option-city-state-l…

Here was a contrary question to DISABLE "NEW" OPTION. But you can try by analogy to change  "Lookup view" from  "List" to "Selection window" and the "New" button should be available.

Best regards,

Bogdan

Hello Gareth,

you can also disable New in "List", but with a little coding:

1. Override LookupQuickAddMixin

define("UsrLookupQuickAddMixin", ["LookupQuickAddMixin"], function() {
	Ext.define("Terrasoft.UsrLookupQuickAddMixin", {
		override: "Terrasoft.LookupQuickAddMixin",
		onLookupDataLoaded: Terrasoft.emptyFn
	});
});

2. Replace BootstrapModulesV2

define("BootstrapModulesV2", ["UsrLookupQuickAddMixin"], function() {
	return {};
});

 Hello Eran, 



in order to do that first you need to add a block to the designer, and then add a text element. When you click on the text element, you will see at the top corner a thunder. If you click on the thunder you will be able to add your parameter to the text element.



Then, you need to click again on the text element, and you will see near the tunder another button, which has a tag inside <>, it is called "Edit source HTML code". You can click on it and it will show you the HTML for this text element, including the HTML for the parameter. Now you need to copy the  HTML code for this parameter (it will be an image tag) .



Then, you can go to the HTML block where you want to use this parameter, and paste it.  This will be enough to pass the parameter.

Also, you can create a parameter at the HTML element, and at the  "Value" field, you can pass this image tag that represents your parameter. 



Both options are valid to pass a parameter to your HTML element. I'll attach here photos showing how to do the steps mentioned above.

Best regards,

Dariy

Hello Eran, 

following our conversation over the email, I'll share here as well the two ways to dinamically insert Id's into a link, in order to use that link at an email.

-The best one is creating a formula where you will concatenate two strings, the URL + the activity ID. 

You just need to create a formula before the email and modify the strings like this

"http://my.domain.com/0/Nui/ViewModule.aspx#CardModuleV2/ActivityPageV2/edit/"+[#Parameter 1#]  

I'll attach a photo showing how you can do this.

After that, your Parameter 1, will be a ready to use link with the ID attached at the end.

Now you can insert it into a text block (clicking on the thunder icon as I've shown in photos from previous messages) .

Or you can directly insert the img tag into the HTML code, you dont need to use the <a> tag because the img tag will be automatically converted to a link once you send the email. The formula will be responsible to merge the dynamic value of the parameter with the URL, and when you insert that into the email it will be a ready to use link.





-You can also create a text block in the email, then copy and paste the URL, after that you insert the Parameter with the ID, and then you put quotation marks between them "http://my.domain.com/0/Nui/ViewModule.aspx#CardModuleV2/ActivityPageV2/edit/[#Parameter 1#]".

This method is less desirable to use but i'll also attach a photo showing how does it look in the email designer.

Best regards,

Dariy

Hi Damien,

You can add this to the page attributes to remove the contact lookup option:

attributes: {
  "Client": {
    "multiLookupColumns": ["Account"]
  }
}

Ryan

Ryan Farley,

Thanks, worked perfectly :)

Hello,

Thank you for your question. 

Please, note that it's not recommended to bind users, organizational structure, roles, licenses, and other administrative things to a package. It will be very hard to handle that if you decide to install that package after the moment when the client adjusts that administrative things according to his or her needs directly on the production.

Unfortunately, there is no script we could provide you with but in case you decide to bind this data and transfer it to another environment we suggest checking all changes on the copies before delivering it to the production websites. The organizational structure is in the "SysAdminUnit" and "SysAdminUnitInRole" tables and you are right, it's possible to bind it to the package via SQL scripts only.

Best regards,

Anastasiia

We usualy do the following:



Create separate package for Roles

1. Add Data for SysAdminUnit 

2. Add Data for SysUserInRole



Before you install the package

Switch off trigger TRSysAdminUnitRoot in table SysAdminUnit (otherwise it will block adding new roles)



Install the package

Switch on trigger TRSysAdminUnitRoot in table SysAdminUnit



And always remember, that deleting of data cannot be transfered without SQL script