Hello Anton,

Thank you for your question!

Please, go to the section needed and click on Filters/Folders - Switch to advanced mode:

After that, click on Add condition and specify the condidions for the search:

Click 'Apply'.

More information on this can be found here:

https://academy.creatio.com/docs/user/platform_basics/business_data/fil…

Best regards,

Anastasiia

Hi Akshit,

Answers to questions related to Ryan's code:

1) This is the URL to a separate resource where an image is located (direct link to an image)

2) You can do it either in the source code inside the app or create an integration that will connect to the Creatio app and perform an update of the image

3) You have to create a logic that will go through 3000 records (a cycle I guess or an array and execute the logic for each item of this array using standard C# approaches of processing several records)  and execute the logic for these records.

Best regards,

Oscar

Hi Pedro,

If you need to create a filter of the Group lookup on the case page then why do you replace the SysAdminUnitPageV2? And which case and account do you expect to see on the SysAdminUnitPageV2 for some role (for example for "System administrators")? Also I cannot see any filtration logic on the SysAdminUnitPageV2 module code you've shared.

You need to create a filter on the CasePage using an example provided here.

Best regards,

Oscar

Hi Oscar,

Thank you for the response.

My question consists of two parts:

1) I've created a replacing page of the "SysAdminUnitPageV2", so I could add my custom boolean field "Case" and the pre-built lookup field "Account". Since the "Account" field is not custom, I only added the field on my "SysAdminUnitPageV2" page through the “diff” array (image below). Every time I change and save my "Account" value, it will automatically update the value in the database for my specific record. However, the same does not happen to my custom field "Case".

I’ve created the “Case” field the same way "Account" field was created, but I think I'm missing some page logic that is responsible to store my “Case” values in the database.

2) The lookup filter that I want to add is for the "Group" lookup field inside the "CasePage". This filter should use the "Case" field, previously added to the "SysAdminUnit" object. With the example you provided I was able to complete this second part.

Best Regards,

Pedro Pinheiro

Pedro Pinheiro,

In the Fig.4 modify the "bindTo": "Case" to "bindTo": "UsrCase", save the schema and refresh the "role" page after that. Try saving some value and let me know about the result.

Best regards,

Oscar

Oscar Dylan,

I've made the changes, but my page cannot find the UsrCase column. I think it's because this page does not have the "entitySchemaName" attribute. But even if I try to add the "entitySchemaName" attribute the page will throw an exception.

Error Translation: "It was not possible to find the column through the following configuration."

Best Regards,

Pedro Pinheiro

Pedro Pinheiro,

To achieve your first result you need to:

1) Create a replacing object selecting the VwSysAdminUnit object as a parent

2) Create the lookup column with the "UsrCase" code and "Case" title inside the object from step 1.

3) Save and publish the object from step 1.

As a result here you should get this result:

4) Execute the following query in the database (please note that if you already have customizations in the VwSysAdminUnit table (new columns inside it) then the query that should be executed in your case can differ (all the columns of the already existing replacement should be mentioned in the query, study it before running)):

IF EXISTS (SELECT * FROM sys.views WHERE object_id = OBJECT_ID(N'[dbo].[VwSysAdminUnit]'))
DROP VIEW [dbo].[VwSysAdminUnit]
GO
CREATE VIEW [dbo].[VwSysAdminUnit]
AS
SELECT [SysAdminUnit].[Id]
	,[SysAdminUnit].[CreatedOn]
	,[SysAdminUnit].[CreatedById]
	,[SysAdminUnit].[ModifiedOn]
	,[SysAdminUnit].[ModifiedById]
	,[SysAdminUnit].[Name]
	,[SysAdminUnit].[Email]
	,[SysAdminUnit].[Description]
	,[SysAdminUnit].[ParentRoleId]
	,[SysAdminUnit].[ContactId]
	,[SysAdminUnit].[IsDirectoryEntry]
	,[TimeZone].[Id] AS [TimeZoneId]
	,[SysAdminUnit].[UserPassword]
	,[SysAdminUnitType].[Id] AS [SysAdminUnitTypeId]
	,[SysAdminUnit].[AccountId]
	,[SysAdminUnit].[Active]
	,[SysAdminUnit].[LoggedIn]
	,[SysAdminUnit].[SynchronizeWithLDAP]
	,[LDAPElement].[Name] as [LDAPEntry]
	,[LDAPElement].[LDAPEntryId]
	,[LDAPElement].[LDAPEntryDN]
	,[SysAdminUnit].[SysCultureId]
	,[SysAdminUnit].[ProcessListeners]
	,[SysAdminUnit].[PasswordExpireDate]
	,[SysAdminUnit].[HomePageId]
	,[SysAdminUnit].[ConnectionType]
	,[ConnectionType].[Id] AS [UserConnectionTypeId]
	,[SysAdminUnit].[ForceChangePassword]
	,[SysAdminUnit].[LDAPElementId]
	,[SysAdminUnit].[DateTimeFormatId]
	,[SysAdminUnit].[Id] as [SysAdminUnitId]
	,[SysAdminUnit].[SessionTimeout] as [SessionTimeout]
	,[SysAdminUnit].[UsrCaseId] as [UsrCaseId]
FROM [SysAdminUnit]
INNER JOIN [SysAdminUnitType] ON [SysAdminUnitType].[Value] = [SysAdminUnit].[SysAdminUnitTypeValue]
LEFT JOIN [ConnectionType] AS [ConnectionType] ON [ConnectionType].[Value] = [SysAdminUnit].[ConnectionType]
LEFT JOIN [TimeZone] AS [TimeZone] ON [TimeZone].[Code] = [SysAdminUnit].[TimeZoneId]
LEFT JOIN [LDAPElement] ON [LDAPElement].[Id] = [SysAdminUnit].[LDAPElementId]
GO
CREATE TRIGGER [dbo].[ITR_VwSysAdminUnit_I]
ON [dbo].[VwSysAdminUnit]
	INSTEAD OF INSERT
AS
BEGIN
SET NOCOUNT ON;
INSERT INTO [SysAdminUnit](
	[Id]
	,[CreatedOn]
	,[CreatedById]
	,[ModifiedOn]
	,[ModifiedById]
	,[Name]
	,[Email]
	,[Description]
	,[ParentRoleId]
	,[ContactId]
	,[IsDirectoryEntry]
	,[TimeZoneId]
	,[UserPassword]
	,[SysAdminUnitTypeValue]
	,[AccountId]
	,[Active]
	,[LoggedIn]
	,[SynchronizeWithLDAP]
	,[LDAPEntry]
	,[LDAPEntryId]
	,[LDAPEntryDN]
	,[SysCultureId]
	,[ProcessListeners]
	,[PasswordExpireDate]
	,[HomePageId]
	,[ConnectionType]
	,[ForceChangePassword]
	,[LDAPElementId]
	,[DateTimeFormatId]
	,[SessionTimeout]
	,[UsrCaseId])
SELECT [Id]
	,[CreatedOn]
	,[CreatedById]
	,[ModifiedOn]
	,[ModifiedById]
	,[Name]
	,[Email]
	,[Description]
	,[ParentRoleId]
	,[ContactId]
	,[IsDirectoryEntry]
	,(SELECT COALESCE(
		(SELECT [TimeZone].[Code] FROM [TimeZone]
			WHERE [TimeZone].[Id] = [INSERTED].[TimeZoneId]), ''))
	,[UserPassword]
	,ISNULL((SELECT [SysAdminUnitType].[Value] FROM [SysAdminUnitType]
		WHERE [SysAdminUnitType].[Id] = [INSERTED].[SysAdminUnitTypeId]), 4)
	,[AccountId]
	,[Active]
	,ISNULL([LoggedIn], 0)
	,[SynchronizeWithLDAP]
	,(SELECT COALESCE(
		(SELECT [LDAPElement].[Name] FROM [LDAPElement]
			WHERE [LDAPElement].[Id] = [INSERTED].[LDAPElementId]), ''))
	,(SELECT COALESCE(
		(SELECT [LDAPElement].[LDAPEntryId] FROM [LDAPElement]
			WHERE [LDAPElement].[Id] = [INSERTED].[LDAPElementId]), ''))
	,(SELECT COALESCE(
		(SELECT [LDAPElement].[LDAPEntryDN] FROM [LDAPElement]
			WHERE [LDAPElement].[Id] = [INSERTED].[LDAPElementId]), ''))
	,[SysCultureId]
	,[ProcessListeners]
	,[PasswordExpireDate]
	,[HomePageId]
	,COALESCE([INSERTED].[ConnectionType],
		(SELECT [ConnectionType].[Value] FROM [ConnectionType]
		WHERE [ConnectionType].[Id] = [INSERTED].[UserConnectionTypeId]), 0)
	,ISNULL([ForceChangePassword], 0)
	,[LDAPElementId]
	,[DateTimeFormatId]
	,[SessionTimeout]
	,[UsrCaseId]
FROM [INSERTED]
END
GO
CREATE TRIGGER [dbo].[ITR_VwSysAdminUnit_U]
ON [dbo].[VwSysAdminUnit]
	INSTEAD OF UPDATE
AS
BEGIN
SET NOCOUNT ON;
UPDATE [SysAdminUnit]
SET [SysAdminUnit].[CreatedOn] = [INSERTED].[CreatedOn]
	,[SysAdminUnit].[CreatedById] = [INSERTED].[CreatedById]
	,[SysAdminUnit].[ModifiedOn] =[INSERTED].[ModifiedOn]
	,[SysAdminUnit].[ModifiedById] = [INSERTED].[ModifiedById]
	,[SysAdminUnit].[Name] = [INSERTED].[Name]
	,[SysAdminUnit].[Email] = [INSERTED].[Email]
	,[SysAdminUnit].[Description] = [INSERTED].[Description]
	,[SysAdminUnit].[ParentRoleId] = [INSERTED].[ParentRoleId]
	,[SysAdminUnit].[ContactId] = [INSERTED].[ContactId]
	,[SysAdminUnit].[IsDirectoryEntry] = [INSERTED].[IsDirectoryEntry]
	,[SysAdminUnit].[TimeZoneId] =
		(SELECT COALESCE(
			(SELECT [TimeZone].[Code] FROM [TimeZone]
				WHERE [TimeZone].[Id] = [INSERTED].[TimeZoneId]), ''))
	,[SysAdminUnit].[UserPassword] = [INSERTED].[UserPassword]
	,[SysAdminUnit].[SysAdminUnitTypeValue] =
		(SELECT [SysAdminUnitType].[Value] FROM [SysAdminUnitType]
			WHERE [SysAdminUnitType].[Id] = [INSERTED].[SysAdminUnitTypeId])
	,[SysAdminUnit].[AccountId] = [INSERTED].[AccountId]
	,[SysAdminUnit].[Active] = [INSERTED].[Active]
	,[SysAdminUnit].[LoggedIn] = [INSERTED].[LoggedIn]
	,[SysAdminUnit].[SynchronizeWithLDAP] = [INSERTED].[SynchronizeWithLDAP]
	,[SysAdminUnit].[LDAPEntry] =
		CASE
			WHEN (UPDATE(SynchronizeWithLDAP) AND [INSERTED].[SynchronizeWithLDAP] = 1 AND [INSERTED].[LDAPElementId] is not null)
					OR (UPDATE(LDAPElementId) AND [INSERTED].[LDAPElementId] is not null)
				THEN (SELECT [LDAPElement].[Name] FROM [LDAPElement] WHERE [LDAPElement].[Id] = [INSERTED].[LDAPElementId])
			WHEN UPDATE(SynchronizeWithLDAP) AND [INSERTED].[SynchronizeWithLDAP] = 0
				THEN ''
			ELSE [SysAdminUnit].[LDAPEntry]
		END
	,[SysAdminUnit].[LDAPEntryId] = 
		CASE
			WHEN (UPDATE(SynchronizeWithLDAP) AND [INSERTED].[SynchronizeWithLDAP] = 1 AND [INSERTED].[LDAPElementId] is not null)
					OR (UPDATE(LDAPElementId) AND [INSERTED].[LDAPElementId] is not null)
				THEN (SELECT [LDAPElement].[LDAPEntryId] FROM [LDAPElement] WHERE [LDAPElement].[Id] = [INSERTED].[LDAPElementId])
			WHEN UPDATE(SynchronizeWithLDAP) AND [INSERTED].[SynchronizeWithLDAP] = 0
				THEN ''
			ELSE [SysAdminUnit].[LDAPEntryId]
		END
	,[SysAdminUnit].[LDAPEntryDN] = 
		CASE
			WHEN (UPDATE(SynchronizeWithLDAP) AND [INSERTED].[SynchronizeWithLDAP] = 1 AND [INSERTED].[LDAPElementId] is not null)
					OR (UPDATE(LDAPElementId) AND [INSERTED].[LDAPElementId] is not null)
				THEN (SELECT [LDAPElement].[LDAPEntryDN] FROM [LDAPElement] WHERE [LDAPElement].[Id] = [INSERTED].[LDAPElementId])
			WHEN UPDATE(SynchronizeWithLDAP) AND [INSERTED].[SynchronizeWithLDAP] = 0
				THEN ''
			ELSE [SysAdminUnit].[LDAPEntryDN]
		END
	,[SysAdminUnit].[SysCultureId] = [INSERTED].[SysCultureId]
	,[SysAdminUnit].[ProcessListeners] = [INSERTED].[ProcessListeners]
	,[SysAdminUnit].[PasswordExpireDate] = [INSERTED].[PasswordExpireDate]
	,[SysAdminUnit].[HomePageId] = [INSERTED].[HomePageId]
	,[SysAdminUnit].[ConnectionType] = COALESCE([INSERTED].[ConnectionType],
		(SELECT [ConnectionType].[Value] FROM [ConnectionType]
		WHERE [ConnectionType].[Id] = [INSERTED].[UserConnectionTypeId]), 0)
	,[SysAdminUnit].[ForceChangePassword] = [INSERTED].[ForceChangePassword]
	,[SysAdminUnit].[LDAPElementId] = [INSERTED].[LDAPElementId]
	,[SysAdminUnit].[DateTimeFormatId] = [INSERTED].[DateTimeFormatId]
	,[SysAdminUnit].[SessionTimeout] = [INSERTED].[SessionTimeout]
	,[SysAdminUnit].[UsrCaseId] = [INSERTED].[UsrCaseId]
FROM [SysAdminUnit]
INNER JOIN [INSERTED] ON [SysAdminUnit].[Id] = [INSERTED].[Id]
END
GO
CREATE TRIGGER [dbo].[ITR_VwSysAdminUnit_D]
ON [dbo].[VwSysAdminUnit]
	INSTEAD OF DELETE
AS
BEGIN
SET NOCOUNT ON;
DELETE FROM [SysAdminUnit]
WHERE EXISTS(SELECT * FROM [DELETED] WHERE [SysAdminUnit].[Id] = [DELETED].[Id])
END
GO

This query is for MS SQL, if your application is hosted using the PostgreSQL database then your query should be written using PostgreSQL syntax (you can copy the OOB VwSysAdminUnitPostgreSql SQL-script from the LDAP package, add your custom columns inside the ready script and execute it after that).

5) In the replaced SysAdminUnitPageV2 module add the following code to the diff array of the module:

{
					"operation": "insert",
					"parentName": "Header",
					"propertyName": "items",
					"name": "UsrCase",
					"values": {
						"bindTo": "UsrCase",
						"dataValueType": this.Terrasoft.DataValueType.LOOKUP,
						"layout": {
							"column": 0,
							"row": 1,
							"colSpan": 24
						}
					},
				}

6) Add the entitySchemaName: "VwSysAdminUnit", part to the replaced SysAdminUnitPageV2 module (below you can find an example of the correctly replaced module):

define("SysAdminUnitPageV2", [],
	function() {
		return {
			entitySchemaName: "VwSysAdminUnit",
			details: /**SCHEMA_DETAILS*/{}/**SCHEMA_DETAILS*/,
			diff: /**SCHEMA_DIFF*/[
				{
					"operation": "insert",
					"parentName": "Header",
					"propertyName": "items",
					"name": "UsrCase",
					"values": {
						"bindTo": "UsrCase",
						"dataValueType": this.Terrasoft.DataValueType.LOOKUP,
						"layout": {
							"column": 0,
							"row": 1,
							"colSpan": 24
						}
					},
				}
			]/**SCHEMA_DIFF*/,
			attributes: {},
			methods: {}
		};
});

7) Save the module and refresh the page

As a result you will get a working lookup that references the "Case" object:

and

PS: also please share code itself, but not its screenshots, sometimes copying some ready code can save the time:)

Best regards,

Oscar

Hi Sarika,

This is the question regarding CSS formation, feel free to reach out to official forums and websites (here is a couple of websites:

https://developer.mozilla.org/en-US/docs/Web/CSS

https://www.w3schools.com/css/

) related to CSS functionality.

Best regards,

Oscar

Hi Sarika,



Since It's OOTB.

You can mark your field required in the section wizard of the corresponding section.



Please provide your scenario if it couldn't be achieved via section wizard.

BR,

BHoobalan Palanivelu.

 

Hello Sarika, 



Your business task can be achieved only via development. 

You can take an example of the filter from the Timeline detail. The example can be found in TimelineFiltersSchema detail.

This article could be also useful for you:

https://academy.creatio.com/documents/technic-sdk/7-13/adding-quick-fil…



Best regards,

Bogdan

Hi Petrika,



Have you tried Silentsave method?

onSaveButtonClick: function() {
   if (this.get("IsProcessMode")) {
      this.save({ isSilent: true });
   } else {
      this.save();
   }
} 

Refer the articles here & here



Best regards,

Bhoobalan Palanivelu.

Bhoobalan Palanivelu,

Thanks very much !

Hi Sarika,

Thank you for your question!

At the moment, there is no standard tool that allows restricting columns setup (Select fields to display) for separate users or roles, and our R&D team is aware of this functionality implementation need. I have also informed them about your request so to raise the priority of this problem. As a workaround you can try to use development tools as far as the visibility of this button is bound to the attribute, which is set as "True" by default; the value of this attribute can be changed only by the means of development (adding the custom code). 



There is already exists a quite similar task on the Creatio Community here. In case this functional request will be in high demand it can be implemented into OOTB logic in future releases as well.

Best regards,

Anastasiia

Hi Stefano,

Thank you for your question!

Unfortunately, it's not possible to align columns to the right in a tile view - all the fields are located to the left. 

We have already registered the idea for our R&D team to implement this functionality in further releases. I will assign your case to this project in order to increase its priority.

Best regards,

Anastasiia

Anastasiia Lazurenko,

I am having the same issue to align the field value to the right. Have the team implemented this Functionality ? Or there is any other way to do it ?

Greetings, 

 

Unfortunately, this feature is not yet implemented, but it is being considered by our R&D team. 



Best regards, 

Orkhan

Dear Susan, 

we are currently investigating this case in order to find a possible ways of implementing this functionality. As soon as possible we will let you know with the update.

Pre-configured page cannot open the section, so you will need to create a logic with the script task that will send a socket message to the client (using MsgChannelUtilities.PostMessage method and the ClientMessageBridge (as described here)). Since the message should be received on any page you will need to replace the BasePageV2 module and add the message and the handler for the message there.

The handler should use the code similar to the one below:

this.sandbox.publish("PushHistoryState",{
                    hash:"SectionModuleV2/ActivitySectionV2/"
                });

so that the handler could open the ActivitySectionV2. But there is a problem with this: the activity section will be opened either in the schedule or grid view (depending on the last active view selected by the user for which the activity section will be opened). In this case you will also need to create some additional logic that will set the schedule view as an active view when opening the section from the message handler. The methods to override are initDataViews and loadActiveViewData.

Best regards,

Oscar

Hi Amritha

Thank you for your question!

First of all, you need to add the 'email' field to the account's page as there is no such field as 'email' there (only communication options). After this, you can send a notification stated in this field using out-of-the-box functionality. It is possible to do it through the business process. It would be necessary to create a new one, which would read the newly created case, read its related account, and send the email to the mailbox which you mention as the primary one for this account. As for your second question, such templates can be created. They are not common as most of the time emails are sent to contacts or groups of contacts but not to accounts.

Best regards,

Anastasiia