7.18 | Community Creatio

Bug in Send Email with Attachements, from Marketplace

Petrika Mele

11:36 Feb 01, 2022

Hello Community!

I am using an Add-On, Send Email with Attachements from MarketPlace. When i try to Create an Activity (picture below) and then Save the Busines Process, the activity that I I created is not saved. Is there any Fix to this Bug ?

As soon as i try to create a connection(image below) , and try to save , the process of saving doesnt work ?

1 comments

Eugene Vorobiov

13:25 Apr 28, 2022

Hello Petrika!

The add-on does not support this functionality.

However, Creatio includes a similar functionality out-of-the-box since version 7.17.1.

I recommend using the standard "Send Email" element in business processes.

Show all comments

Question

Studio_Creatio

How to get image saved in S3 as byte[]

Moheman

23:32 Jan 29, 2022

Hi

we have Creatio Installed in our environment and confined to saving files in S3 instead of the database, now how I can get a stream of files saved in S3 inside the process script

I used the below code when I saved the file in the Database :

ar userConnection = Get&lt;UserConnection&gt;("UserConnection");
Guid contactId = new Guid("4177bc0a-8cb1-4895-aacf-5932ed6b4cb5");
string base64String = "";
Select selectEmail = new Select(userConnection)
            .Top(1)
                .Column("Data")
            .From("ContactFile")
            .Where("ContactId").IsEqual(Column.Parameter(contactId)) as Select;
using (var dbExecutor = userConnection.EnsureDBConnection()) {
    using (IDataReader dataReader = selectEmail.ExecuteReader(dbExecutor)) {
        if (dataReader.Read()) {
            byte[] imageBytes = dataReader.GetColumnValue("Data") as byte[];
            base64String = Convert.ToBase64String(imageBytes);
        }
    }
}

can anyone help on how to get the image stream saved in S3?

1 comments

11:40 Jan 31, 2022

Hi,

You need to try approaches described in Stack Overflow here or in the AWS forum here.

Best regards,

Oscar

Show all comments

Question

#package

Sales_Creatio_enterprise_edition

Change Package Name

User1997

16:11 Jan 28, 2022

Hello Team,

I wanted to change the name of an existing package. What is considered the most efficient way to perform this action?

1 comments

Julius

16:18 Jan 28, 2022

That's never supposed to happen. You need to have a firm idea of a package's purpose when you create it.

I guess you can work around it and use some SQL script. But I would just keep the original name if I were you. Especially if you use SVN Version control on the package

Show all comments

Question

approval

Link approval record with second entity

Christian Kern

14:28 Jan 28, 2022

We implemented an approval process in the opportunity entity.

But now I have the requirement to link the approval-records also with an second entity.

In the new approval-object (which will created if you activate the approval in the target section wizard), I created a new lookup-field (link to the second entity).

But in the Approval task I can't find any way to fill this new field.

Is there any solution for this requirement?

1 comments

Julius

16:23 Jan 28, 2022

I believe its best to use only one record in the system to be linked to the Approval. You just have to ask yourself what the user is accuallt approving and commit to that. Is it the Opportunity(aka Pitch?) or the Project(aka Matter?)?

If I wanted to display History of Approvals of the Opportunity, on the Project Page, that's easy to set up using a Detail. Easy to use and good overview as well

You could modify the Approval object and have it be connected to an Project (this not the same as the Link-function since that's pretty special). But I gotta wonder if this is neccessary

Show all comments

Question

Attachment encryption

User1997

15:25 Jan 27, 2022

Hello community,

Does Creatio offer a way to encrypt attachments?

1 comments

Bogdan

16:10 Jan 27, 2022

Hello,

Could you please elaborate on your question?

Do you mean email attachments?

Best regards,

Bogdan

Show all comments

Question

lookup

SysImage

NonEditabled

Service_Creatio_customer_center_edition

Block the display of Modal box in Manager Mood

Anupama

17:11 Jan 25, 2022

Hi All,

How to block the display of Modal box in Manager Mood functionality available in Opportunity page?

Tried setting the enabled property to false in diff as well as tried with Business rule but with negative results. Any other approach, kindly suggest.

Thanks

Anupama

1 comments

Best reply

12:36 Jan 27, 2022

Hi Anupama,

You need to use this:

var element = document.getElementById("OpportunityPageV2MoodContainerContainer")
element.style.pointerEvents = "none"

and add some check into the onEntityInitialized method that will trigger the code above.

Best regards,

Oscar

Studio_Creatio_enterprise_edition

12:36 Jan 27, 2022

Hi Anupama,

You need to use this:

var element = document.getElementById("OpportunityPageV2MoodContainerContainer")
element.style.pointerEvents = "none"

and add some check into the onEntityInitialized method that will trigger the code above.

Best regards,

Oscar

Show all comments

Question

Does SSO Integration between Azure AD and Creatio creates users records in Creatio

Akshit

07:02 Jan 25, 2022

Hi Team,

In the business scenarios there are fields like ''Business Unit of User'' which should be auto-populated based on the business unit of the current system user. Now for this I believe that there should be are record in the system for that user[In Contact section] having Business unit information.

Our customers wants SSO Integration between Azure AD and Creatio. I want to understand does SSO Integration Creates users in creatio automatically because I think If system users record would not be created in Creatio then we won't be able to achieve the above mentioned scenarios. Am I correct?

For creating/updating system users records in Creatio, Do we need to set up Just In time provisioning with SSO?

1 comments

Anastasiia Zhuravel

17:00 Jan 25, 2022

Hello Akshit,

The described functionality can be achieved with a help of Just-In-Time User Provisioning. Please find more detailed information about it in the below article:

https://academy.creatio.com/docs/user/setup_and_administration/user_and…

Best regards,

Anastasiia

Show all comments

Question

Studio_Creatio

Compiling error when working on a package set as a separate assembly

Jose Hernandez

17:40 Jan 24, 2022

Hi,

I'm trying to compile the code below from a package set as a a separate assembly but I'm getting the error attached even though the object mentioned on the error is part of the package.

What am I missing?

Thanks,

Jose

Error:

Object exists on package

Code generating the error:

using System;

using System.Collections.Generic;

using System.Linq;

using Terrasoft.Core;

using Terrasoft.Core.Entities;

using Terrasoft.Configuration;

public class UsrPPDRCorrespondenceHelper

{

   private UserConnection UserConnection { get; }



public UsrPPDRCorrespondenceHelper(UserConnection userConnection) {

UserConnection = userConnection;

}



   public Guid GetStatus(Guid corrId) {

var esq = new EntitySchemaQuery(UserConnection.EntitySchemaManager, "UsrPPDRCorrespondence");

esq.AddAllSchemaColumns();

Entity queryResult = esq.GetEntity(UserConnection, corrId);

if (!(queryResult is UsrPPDRCorrespondence corr)) {

throw new Exception($"Unable to get Correspondence status for ID {corrId}");

}

       if (corr.UsrStatus == null) {

           throw new Exception($"Correspondence status for ID {corrId} is empty");

       }

return corr.UsrStatus.Id;

   }

}

1 comments

Service_Creatio_enterprise_edition

11:07 Jan 26, 2022

Hi,

According to the error UsrPPDRCorrespondence is not located at the same folder (directory to which assembly files were exported) as the source code that is being compiled.

Best regards,

Oscar

Show all comments

Question

detail

playbook

case

How can we change the display visibility of the "Playbook" based on the "ServiceItem" lookup inside "CasePage"?

17:13 Jan 24, 2022

Hi Community,

We've this requirement where we need to change the "PlayBook" component visibility based on the "ServiceItem" lookup value.

This visibility rule must be defined following the same principle used for the "Estado (Status)", which is located on the "Playbook" detail inside "KnowledgeBasePageV2".

Thanks in Advance.

Best Regards,

Pedro Pinheiro

6 comments

Best reply

14:44 Jan 25, 2022

Hi Pedro,

You need to override the logic of the _updatePlaybookData method in the CaseSectionActionsDashboard and also set the value for the IsShowPlaybookButton attribute to false. To get data from the master case entity you can use the this.getMasterEntityParameterValue() method.

Best regards,

Oscar

14:44 Jan 25, 2022

Hi Pedro,

Best regards,

Oscar

18:38 Jan 25, 2022

Hi Oscar,

Thank you for the response.

I've managed to solve my problem by overriding the method __getPlaybookEsq which is called by the _updatePlaybookData. I simply added the following code to the CaseSectionActionsDashboard:

/**
 * @private
 */
_getPlaybookEsq: function() {
	var serviceItem = this.getMasterEntityParameterValue("ServiceItem");
 
	const esq = this.Ext.create("Terrasoft.EntitySchemaQuery", {
		rootSchemaName: "VwSysDcmLib"
	});
	const caseUid = this.$DcmSchema.uId;
	const currentCultureId = Terrasoft.SysValue.CURRENT_USER_CULTURE.value;
	esq.addColumn("=[Playbook:Case:Id].KnowledgeBase", "KnowledgeBase");
	esq.filters.addItem(this.Terrasoft.createExistsFilter("=[Playbook:Case:Id].KnowledgeBase"));
	esq.filters.addItem(this.Terrasoft.createColumnFilterWithParameter(this.Terrasoft.ComparisonType.EQUAL, "UId", caseUid));
	esq.filters.addItem(this.Terrasoft.createColumnFilterWithParameter(this.Terrasoft.ComparisonType.EQUAL, "=[Playbook:Case:Id].StageId", this.$ActiveActionId));
	esq.filters.addItem(this.Terrasoft.createColumnFilterWithParameter(this.Terrasoft.ComparisonType.EQUAL, "=[Playbook:Case:Id].[SysCulture:Language:Culture].Id", currentCultureId));
	esq.filters.addItem(this.Terrasoft.createColumnFilterWithParameter(this.Terrasoft.ComparisonType.EQUAL, "=[Playbook:Case:Id].UsrServiceItem", serviceItem.value));
 
	return esq;
}

One more thing. Is there a method that I can override or call, in order to reload the DCM automatically after changing my ServiceItem?

Thank you.

Best Regards,

Pedro Pinheiro

11:14 Jan 26, 2022

Pedro Pinheiro,

There is a reload method in the SectionActionsDashboard module, try calling it.

Best regards,

Oscar

19:49 Jan 26, 2022

Oscar Dylan,

I tried to call the reload method on my CasePage but its returning undefined. How/Where should I call this method?

Thanks in Advance.

Best Regards,

Pedro Pinheiro

15:42 Jan 27, 2022

Pedro Pinheiro,

You need to reload the SectionActionsDashboard not the CasePage since you need to reload the DCM (according to your question, correct me if I am wrong). And the reload method is the method of the CaseSectionActionsDashboard.

Best regards,

Oscar