I've replaced the "Product" object and added some other fields. but when i'm trying to add these field on the "product edit page", these fields are not available on the "edit Product's" drag&drop fields: ..... Any idea ???
unfortunately at the moment it is not possible to add a column with a datatype different from the 6 basic datatypes displayed at the edit page section. So datatypes like color or file for example are not available.
I will register a case for the R&D department so they can develop this functionality for further releases.
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 ?
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 :
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
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.
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
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?
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:
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");
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.
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".
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.
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.
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:
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.
Correct, I need to refresh the DCM of the CasePage. However, the reload should happen after I change the value of the field ServiceItem, which is located on my CasePage.