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.
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.
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.
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?
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?
Is it possible to disable the option to create a new record when editing a Lookup field, so that the user can select an existing record, but not create one? Users can sometimes unwittingly do this when not able to find the record using the Lookup. If not is there a workaround? It is not an option to remove create rights for the Lookup object.
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.
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.
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
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.
I have a requirement to bind Organizational Roles to the package. I have come across some similar questions on academy and found that we can use SQL script to perform the same. Could someone please help with this if they are familiar with this approach or have done this activity previously. Thank you
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.
Could you please elaborate a bit on your business task, do you need to have the direct link to the activity page ( meaning email record sent by "Send email to case assignee" process) or which functionality exactly should be achieved?
There is a process (in process library) "Send email to case assignee" that sends email to the employee once a task is assigned to him.
This process creates a new activity (for the employee to handle the case) and populate the "Specifying case assignee" email template, then sends it to the employee email.
I need to add a link in this template that will take the user directly to the newly activity page that was created by the process.
We've been able to build a process that would make such an idea work. Please follow this link to download the process, then you need to install it on your instance to see how everything works.
Just a few comments though:
In the [Add data] element, you would need to change the "To" and "From" fields to the values you need. Also, please remember that this is just an example of how such logic can be implemented and that it is possible. However, though this process could work on its own, you will need to implement it into the "Send email to case assignee" business process on your own and make changes to it so it could work seamlessly within the main process.
Please let me know if any questions appear or additional information is needed!
I would like to know if there's an easy way to check whether or not an input string is an acceptable email address (mening that it contains at least "@.")
I would like to check the correctness of the input received by the user, no need to verify the validity of the email address (I know there's an addon in the marketplace for that).
Otherwise I'll just stick to the old but gold "[#myParam#] != String.Empty" check.
Unfortunately, this option is still not available at the moment. However, a task has already been registered in our R&D team to consider and implement such a feature in future releases.