I have added one button in detail on clicking of which , it should be automatically navigated towards the next record in the detail. The records are displayed in tile view. Please refer to the screenshot.
I tried using the following options but they dont seem to work.
onNewLineButtonClick: function(){
var gridDataValue =this.getGridData();
var gridDataItems = gridDataValue.getItems();
var requestedActiveRow =this.get("RecordIndexColumn");if(requestedActiveRow != null){if(requestedActiveRow >= gridDataItems.length){return;}
var targetActiveRowId = gridDataItems[requestedActiveRow].values.Id;this.set("ActiveRow", targetActiveRowId);
var targetElementId = document.querySelector("[id*="+ CSS.escape(targetActiveRowId)+"]");
$([document.documentElement, document.body]).animate({
scrollTop: $("#"+ CSS.escape(targetElementId.id)+"").offset().top}, 2000);}
RecordIndexColumn - is a virtual column where we specify the number of the record to which we should scroll (for example can be a separate field on the page or in the detail). This variable:
var targetElementId = document.querySelector("[id*="+ CSS.escape(targetActiveRowId)+"]");
searches for the detail record on the document (since each detail record has an Id value inside the Id selector of the element on the page).
This is not a ready code, but it animates the page to be scrolled to the active row visible in the document.
onNewLineButtonClick: function(){
var gridDataValue =this.getGridData();
var gridDataItems = gridDataValue.getItems();
var activeRow =this.get("ActiveRow");for(var i =0; i < gridDataItems.length; i++){if(gridDataItems[i].values.Id== activeRow){this.set("ActiveRowIndex", i);}}
var currentActiveRowIndex =this.get("ActiveRowIndex");
var newActiveRowIndex = currentActiveRowIndex +1;
var gridDataItemsLength = gridDataItems.length;if(newActiveRowIndex >= gridDataItemsLength){return;}
var targetActiveRow = gridDataItems[newActiveRowIndex].values.Id;this.set("ActiveRow", targetActiveRow);}
As a result after refreshing the page the button will do what is needed - navigation will be performed.
I tried the code that you suggested and it is selecting the next record in the row on Clicking the Next Record Button. But the issue is I still have to manually navigate to see the next record that is selected. Kindly suggest me some way that the next selected record automatically gets visible on the screen without me having to scroll towards it.
Please clarify what do you mean? I thought you need a button that will select the next record in the grid. Do you want to open it or what? Please provide all the details of the task from the very beginning to the expected result.
As Soon as I click on the 'Next Record' Button, the next record should be automatically scrolled up and comes up in the view without me having to scroll the view of the window.
As soon as a number is entered, and GO button is clicked, it redirects to the line with that number. I want the same redirection to occur on incremental basis.
onNewLineButtonClick: function(){
var gridDataValue =this.getGridData();
var gridDataItems = gridDataValue.getItems();
var requestedActiveRow =this.get("RecordIndexColumn");if(requestedActiveRow != null){if(requestedActiveRow >= gridDataItems.length){return;}
var targetActiveRowId = gridDataItems[requestedActiveRow].values.Id;this.set("ActiveRow", targetActiveRowId);
var targetElementId = document.querySelector("[id*="+ CSS.escape(targetActiveRowId)+"]");
$([document.documentElement, document.body]).animate({
scrollTop: $("#"+ CSS.escape(targetElementId.id)+"").offset().top}, 2000);}
RecordIndexColumn - is a virtual column where we specify the number of the record to which we should scroll (for example can be a separate field on the page or in the detail). This variable:
var targetElementId = document.querySelector("[id*="+ CSS.escape(targetActiveRowId)+"]");
searches for the detail record on the document (since each detail record has an Id value inside the Id selector of the element on the page).
This is not a ready code, but it animates the page to be scrolled to the active row visible in the document.
I tried the code you've provided above but it seems it is not reflecting any changes or action performed on the screen. I also configured the field "RecordIndexColumn" in section and added incrementing values in each of the records.
It works correctly (almost, it should be modified a little since there is a problem with the MainHeaderSchemaContainer module at the top and the animation of the record (MainHeaderSchemaContainer sometimes can cover the actual record that is the first or the second in the detail list)). Also an example was provided for the AccountAddress detail and the "New line" button there). See the result:
In portal section need to show company image logo,So need to upload a image to creatio and reuse in portal section using add web page option.Image not in any pubic network,it exists in local system now so trying to upload it to creatio. Hope You understand the requirement.
In order to display a custom image on the portal main page. It can be a banner that conveys the style and spirit of your company. Configure the banner as a separate web page. Create a separate web page on your website similar to the default banner on the portal to display a custom image.
To do this:
Click → “Set up portal main page.”
Click → [ Edit ].
Double-click the “Website with image” block.
Specify the title, the page URL, and styles (optional).
I'll share here the answer that I provided regarding the approvals case so the community has access to this information as well.
In order to be able to use approvals in the mobile app you would need to follow these steps:
1) You need to run the 3 scripts that will be at the end of the message. This will enable some features needed for this functionality.
2) Then you need to flush (clear) the cache of the Redis server and restart the pool application of the site.
3) Before adding the approval detail to a section in the Mobile application wizard, you need to make sure that approvals are enabled for this section in the main Creatio site. In order to do that, you need to open the Section wizard at the desired section, and you will see the possibility to enable approvals for this section.
4) Then you can open the Mobile application wizard and open the desired workplace. There you can open the desired section, select "Details setup" and click on "New detail". There you will be able to select the Type, and here is where you can select the approval that you desire.
After that you can log out and log in at the mobile app, and verify the changes.
Unfortunately, we are unable to investigate this issue without having access to the instance. We have requested external access from you but never heard back. Kindly get back to us with the external access provided so that we could look into this.
the notifications weren't working because the feature UseMobilePushNotifications wasn't enabled. After activating it, I have tested the business process and I could succesfully receive a push notification.
I'll share here the answer that I provided regarding the approvals case so the community has access to this information as well.
In order to be able to use approvals in the mobile app you would need to follow these steps:
1) You need to run the 3 scripts that will be at the end of the message. This will enable some features needed for this functionality.
2) Then you need to flush (clear) the cache of the Redis server and restart the pool application of the site.
3) Before adding the approval detail to a section in the Mobile application wizard, you need to make sure that approvals are enabled for this section in the main Creatio site. In order to do that, you need to open the Section wizard at the desired section, and you will see the possibility to enable approvals for this section.
4) Then you can open the Mobile application wizard and open the desired workplace. There you can open the desired section, select "Details setup" and click on "New detail". There you will be able to select the Type, and here is where you can select the approval that you desire.
After that you can log out and log in at the mobile app, and verify the changes.
Yes, it's possible, but could you please elaborate a little more on your task? Also, where is this button going to be located? In Creatio or on the landing?
I am looking for feasibility of developing source code using Visual Studio Online. We have our instance on Cloud and due to security reasons, cannot take the backup and install on local. Looking for an alternate way of developing source code with the provision to debug.
Can you suggest any alternative to work on it. We want to develop some custom API code to a site hosted on cloud and to ensure proper development support with option to debug, we need an environment to build it.
1. You can take an anonymized copy of the cloud instance and deploy it on-site for development. This kind of copy doesn't contain user data so it's quite secure. To get this kind of copy, please contact Creatio support.
2. Perform a development on your clean on-site instance and deliver the changes to the cloud-based instance via packages and/or file transfer (request to support for changing config files)
The mentioned issue may occur if you have located the fields too close to each other in the Section wizard.
I would like to suggest you to double-check how the fields are placed in the Section Wizard and make sure there is at least one "cell" of free space between them as on the attached screenshot:
If needed, please apply the changes, save them and re-login to the instance. The issue should not persist.
Should you have any questions, please let us know!
I have a requirement to restrict the user from uploading or deleting attachments once a particular date is reached. I have tried to remove access rights for attachment object in a business process but still the user is able to upload attachments.
You can create a sub-process on the correspondent object to restrict adding new records or deleting records based on some conditions. For example here is the code I created for the AccountFile records:
1) Created a sub-process:
2) Specified the following code in the "Methods" tab of the subprocess:
The logic in the code will compare the date\time value specified in the UsrRestrictUploadDateTime column of the main account record where the "Account attachments" detail is located, and it the current date and time is greater than the UsrRestrictUploadDateTime column value then the save and delete will fail:
As for deleting the file: custom exception doesn't work here and the standard message is returned:
Didn't figure out why, but it won't let deleting a record anyway. Also if this logic should be applied to specific users then you will also need to create an additional logic of checking if the current user (information on the user can be received from UserConnection) can or cannot add\delete files.
I'm looking for some functionality where the user gets a message sent by other user of a different role displayed as soon as he logs in to creatio system .
Also there should be complete privacy for the communication so that the two users of a common role can not see the chats of each other.
Please suggest some ways through which this can be achieved except for Whatsapp, Telegram and Facebook as we do not want any third party app involved in this.
I am sure your requirement can be fully covered using the standard Feed section where channels for posting can be created and followers can be selected:
As a result new feed messages will be displayed in the CTI panel and also in the feed section.
Just request you to provide the additional information for how can we add multiple feed channels in a section or some sort of functionality where user can select the channel in which he/she wants to post?
I have found the option where user can select the channel but here the user - JICO is able to see the other channels list also in which he is not added(He is not added in the channels GC-CCR and GC-AXA).
1.How can I filter out the list of channels based on the user that is allowed to post in that channel?
Please Refer to the Screenshot.
2. How can user select the channel from the feed that is specific to each section record in the section itself? For example, how the user JICO posts in the feed after selecting the channel so that this post is specific to a section record.
1) You need to administrate channels by records and specify correspondent record permissions to these channels
2) There is no way to select channels in the feed of the record page, this option is available in the Feed module in the CTI panel or in the Feed section directly.
How to sort the New button with multiple cases in section page.Like section page having multiple case pages, need to sort them based on the name field.
It's possible, the logic of the "converter" function of the "bindConfig" object of the "SeparateModeAddRecordButton" element of the BaseDataView should be modified:
The list of pages is returned in an "items" array of the editPages collection:
For example in my CaseSection section elements will be loaded in the following manner:
1) "Incident"
2) "Service request"
3) "Test cat 2"
4) "Test cat 1"
Because this is the set that is returned:
And indeed when the method ends its execution we can see that the list is loaded in the manner specified in the debugger:
You can override the method execution. In my example I've added this code to the CaseSection (in your case it should be AccountSectionV2) to the diff array of the schema and added additional logic to the method of logging the "Hello" word in the console when the method is executed:
So what is needed to be done is to sort the items array inside of the editPages.collection object. This is more JS-side task rather than development on the Creatio platform so you will need to perform this sorting on your side.
Tested on the AccountPageV2 schema and it worked properly:
1) Enable the feature via the database:
DECLARE @allEmpoyeeGroupName nvarchar(max)='All employees';
DECLARE @featureName nvarchar(max)='CompleteCardLockout'
DECLARE @featureStatus bit =1;
IF (NOT EXISTS (SELECT NULL FROM Feature WHERE Code = @featureName))
BEGIN
INSERT INTO Feature (Name, Description, Code, ProcessListeners)
VALUES (@featureName, @featureName, @featureName, 0)
END
IF(EXISTS (SELECT NULL FROM AdminUnitFeatureState
WHERE FeatureId =(SELECT Id FROM Feature WHERE Code = @featureName) AND
SysAdminUnitId =(SELECT Id FROM SysAdminUnit WHERE Name = @allEmpoyeeGroupName)))
BEGIN
UPDATE AdminUnitFeatureState SET FeatureState = @featureStatus WHERE FeatureId =(SELECT Id FROM Feature WHERE Code = @featureName) AND
SysAdminUnitId =(SELECT Id FROM SysAdminUnit WHERE Name = @allEmpoyeeGroupName)
END
ELSE
BEGIN
INSERT INTO AdminUnitFeatureState (ProcessListeners, SysAdminUnitId, FeatureState, FeatureId) VALUES
(0,
(SELECT Id FROM SysAdminUnit WHERE Name = @allEmpoyeeGroupName),
@featureStatus,
(SELECT Id FROM Feature WHERE Code = @featureName))
END
2) In the AccountPageV2 added the following code to the diff array:
Tested on the AccountPageV2 schema and it worked properly:
1) Enable the feature via the database:
DECLARE @allEmpoyeeGroupName nvarchar(max)='All employees';
DECLARE @featureName nvarchar(max)='CompleteCardLockout'
DECLARE @featureStatus bit =1;
IF (NOT EXISTS (SELECT NULL FROM Feature WHERE Code = @featureName))
BEGIN
INSERT INTO Feature (Name, Description, Code, ProcessListeners)
VALUES (@featureName, @featureName, @featureName, 0)
END
IF(EXISTS (SELECT NULL FROM AdminUnitFeatureState
WHERE FeatureId =(SELECT Id FROM Feature WHERE Code = @featureName) AND
SysAdminUnitId =(SELECT Id FROM SysAdminUnit WHERE Name = @allEmpoyeeGroupName)))
BEGIN
UPDATE AdminUnitFeatureState SET FeatureState = @featureStatus WHERE FeatureId =(SELECT Id FROM Feature WHERE Code = @featureName) AND
SysAdminUnitId =(SELECT Id FROM SysAdminUnit WHERE Name = @allEmpoyeeGroupName)
END
ELSE
BEGIN
INSERT INTO AdminUnitFeatureState (ProcessListeners, SysAdminUnitId, FeatureState, FeatureId) VALUES
(0,
(SELECT Id FROM SysAdminUnit WHERE Name = @allEmpoyeeGroupName),
@featureStatus,
(SELECT Id FROM Feature WHERE Code = @featureName))
END
2) In the AccountPageV2 added the following code to the diff array:
I have tried this and able achieve my objective. Apparently what I was missing was, I have not added the code in diff array. Thank you so much for your time & effort.
→ “Set up portal main page.”
→ [ Edit ].
