Hi 

 

Is there a way to set up a 'Formatting pane' for different fields/ columns

 

Thanks 

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Hi Minh, 



One of the ways to do it is to add : 

 

{ 
 
"operation": "merge",
"Name": "$name$"
"contentType": this.Terrasoft.ContentType.RICH_TEXT 
} 

 

to the "Diff Schema" section of the schema of the page

where $name$ is the code of the field.



Important points: 



1. You can only add it to Text fields. 

2. It will add HTML tags to the content of the field, which might be displayed as well : 

 

3. Also, as you can see on the above screenshot, it adds the panel to the page, which is not collapsable.



Please consider the points noted above, before making changes. 



Yurii

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Hi Community, how are you?

We have own package configured as seen on the image below:

 

In this environment we are using this addon: https://marketplace.creatio.com/app/field-sales-creatio

We made customization for mobile (Account, Contacts, Opportunities, etc. ) that are working as expected on the default workplace. In this workplace we cannot use Field Sales, so we change to Field sales workplace. By default Field sales workplace only include activities so we included account, contact, etc. The scenario right now is:

  • If we use default workspace we see our customization but activities is standard without field sales functionality
  • If we use Field sales workspace we can use field sales functionality but our customization on Account for example are not visible (we see the standard account)

Our goal is to combine Field Sales add-on functionality with our customizations. We thought that this was something that was given implicitly since in our package we inherited from field force.

Appreciate any help.

Thank you

 

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Dear Uriel, 



In this case, depending on kind of customization you made you need to check MobileManifest and Modules you are using for DefaultWorkplace and try to copy them and their content into respective modules and manifests for Field Workplace. 



Basically, workplaces in mobile are different applications and in this case you will have to manually transfer the needed changes. 



Kind regards,

Roman

Roman Brown,

Thank you!

I tried but I couldn't. It takes me some changes yes and others no. Do you have any example of this?

Regards.

Uriel, 

 

Unfortunately, there is no examples we can provide you with as there can be different variations of customizations made. The general recommendation would be to perform all the manual changes you need to make in Mobile Application Wizard before modifying the code in schemas, because saving changes in wizard will override your customizations. 



Once all the fields and sections are added, you can proceed with transferring customizations in code. 

More information on customizations can be found in this academy article and all other articles related to it:

https://academy.creatio.com/docs/developer/architecture/microservices/m…



Best regards, 

Roman

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Hi Team,

 

Response time and resolution time is filled in based on the combination of case category, service type and service but when the cases are created via email only the case category is filled in and an email is sent to the customer without resolution time.

Is there a setting were we can set a resolution time only with the case category?

 

 

Regards,

Mayan

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Hello Amritha,

 

In order to change how resolution time is calculated please go to system designer -> Lookup -> Case deadline calculation schemas.

 

In there, you are able to choose one of the default options (one of which will suit your demand and is called "By service") or create your own rules.

To read more about resolution time calculation please refer to the academy article here.

 

Thank you,

Artem.

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Is this a known issue? When any of our users try to upload a template to an excel report, it fails without an error message. The "template uploaded" box does not get checked. Any other users experiencing this or have troubleshooting suggestions?

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Hi Mitch,

 

Yes, this issue was reported, however we were unable to reproduce it. Please specify the following to help us reproduce the issue:

your Creatio product and version

add-on installation date

send us a template file without confidential data in a private message

 

Kind regards,

Ivan.

We are using Creatio Service, Sales, and Marketing v7.18.3 install date 11/1/2017

Mitch Kaschub,

Hi Mitch!



I recommend updating your add-on to the latest version as this issue was fixed in it.

You can find the latest version on this page:

https://marketplace.creatio.com/app/excel-reports-builder-creatio

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Hi Team,

 

I am not able to add detail (Education) record in the new section record, please see the error it is displaying on the console. 

 

I have tried compiling the system, but it didn't work.

However I am able to create records in the detail in already created records of the section.

 

Please help me in resolving this.

 

Many thanks!

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Hello Akshit,

 

Could you please contact our support team in order to investigate your problem?

Please send us an email at support@creatio.com

 

Thank you,

Artem.

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I've setup my yahoo mail in creatio and I can send emails.

BUT in my "incoming" box in creatio I can't see any email! (looks like it won't sync).

BTW: I can see my sent emails the "outgoing" (so some sync did happen ! )

 

Any idea?  

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Hello Eran,

 

It's hard to say without access to the configuration of the website. Perhaps you have enabled specific folders for the synchronization and Incoming is not one of them.

Please contact Creatio technical support via email support@creatio.com so our team can assist you.

 

Best regards,

Bogdan S.

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Hi community,

is it possible to call a procedure inside a script block in a business process ?

A postgres function can't contains commit statements.

A postgres procedure can contains commit statements.

I need to call a postgres procedure.

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Hi Stefano,



This is how we call postgres function with parameter from process script:



Guid usrRecordId = Get<Guid>("UsrRecordId");

StoredProcedure storedProcedure = new StoredProcedure(UserConnection, "UsrSetOpportunityRights")

    .WithParameter("RecordId", usrRecordId)  as StoredProcedure;

storedProcedure.Execute();

Vladimir Sokolov,

Hi Vladimir,

I know this way, but it doesn't work with procedure.

Stefano Bassoli,

 

Hi,

 

The problem here is that the StoredProcedure class calls not stored procedures, but functions and it's so because of the fact that PostgreSQL supports stored procedures starting from 11 version. Currently there is no way to call a PostgreSQL procedure from a business process.

 

Best regards,

Oscar

As I understand, function is performed as one transaction. And if error appears, rollback will cancel all actions.

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Hello community,

Is it possible to call BaseEntityEventListener.OnSaving for a specific entity from a business process?

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Hi, 



If the Parent Object of your entity is "Base Entity", all the Event Listeners of Base entity will be triggered during the execution of business processes. 



Best regards,

Yurii 

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Hi, 

 

I'd like to set permission for add-on (installed application). 

 

Anyone can help how can I do it please

 

Thanks

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Hello Minh,

 

It depends on the MarketPlace add-on. Let me explain to you on the SQL Executor for Creatio add-on:



In order to set permission rules you need to go to ‘System Designer’, click on ‘Operation permissions’, and select operation named ‘Access to ‘SQL Console Requests section’ (the code is CanUseSqlConsole).  

Having it done you can add or delete access rights for users and groups of users.

 

Right after you complete making these settings, please make logout and login into your account again.

 

Best regards,

Bogdan

Hi Bogdan,

 

Thank you for your reply,

But I cannot find operation 'Access to' SQL Console Requests section, please see picture

Can I add new operation permission and link it to an addon?

 

Kind Regards, 

 

Minh,

 

This operation permission shoud be created automatically after add-on installation. 



Please try to create it manually, if it wasn't created automatically.

 

Best regards,

Bogdan

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Hi Team,

 

Please see the below screenshot : 

System users will come top to down while filling the form but since primary manager and secondary manager fields are required, they can't create record in Qualification and Awards detail first without filling the Primary manager and secondary manager fields.

 

How can we correct this that keeping the primary manager and secondary stakeholder required, it shouldn't restrict the user to create records in the details?

 

Many thanks!

 

 

 

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We usualy make such field required on specific stages. So, it is possible to fill the details, but not possible to save in next stage until the fields are filled in

Hello Akshit, 

 

It's not possible to proceed with adding data to details on the record page before filling in the required fields on this page, it's expected behavior and as of now it cannot be changed with basic system tools. 

 

As mentioned by Vladimir, there is a workaround to make the fields required only on the specific stage of the record, so users will be able to fill in the details with data on the previous stage and on the next stage the fields will be required. 

Please find more information about this functionality in the article below and connected articles:

https://academy.creatio.com/docs/user/bpm_tools/dynamic_case_setup/case…



Best regards, 

Anastasiia

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