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

Hi Taras!

You have to use another lookup, named 'Schema'.

That said, note that Creatio will take the value of the "Id" column with your current setup. However, the "File object" field must contain the value of the "Uid" column. In this case, you should read the value of the "Uid" column from the "Schema" object and pass the value to the "File object" field as a process parameter.



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

I recommend using the standard "Process File" element in business processes. https://academy.creatio.com/docs/user/bpm_tools/process_elements_refere…

Hi Taras.



Did you figure out what assembly file schema belongs to?

I can read File Schema if my BP is in Custom but not in my Own Package.



Regards,

Solem A.

Hello Shivani,

If I understand your business task correctly, you would like to apply the filtration for lookup columns on some record page.

This can be achieved with a help of business rules functionality. 

More detailed information about it can be found in the below and related articles:

https://academy.creatio.com/docs/user/no_code_customization/ui_and_busi…

Should you have any questions, please let us know!

Best regards, 

Anastasiia

Anastasiia Zhuravel,

That was not my requirement. Apologies if I was not clear before. Let me try to state the use case again.

In the lookup section, I have a Lookup table as follows

The highlighted column is a Lookup pointing to SysModule table. I need to filter out certain sections and not show all the sections that comes in the pick list by default. Since the lookup section is different from other sections like Contact or Leads, I cannot use the solution you provided. 



I believe I need to create a client module to override BaseLookupConfigurationSection. It would be great if you could give me an example.



Thanks

Hi Shivani,

unfortunately this functionality is not possible at the moment. We will create a request for the  R&D department so they can develop this functionality in future releases.

Best regards,

Dariy

Hi Jose,

You need to override the setActionsEnabled method in you section SectionActionsDashboard schema in the following manner:

setActionsEnabled: function(actions) {
				const isFeatureEnabled = Terrasoft.Features.getIsEnabled("YourFeatureCodeHere");
				if (isFeatureEnabled) {
					this.iterateActions(actions, function(action) {
					action.set("Enabled", false);
				}, this);
					return;
				}
				this.callParent(arguments);
			}

As a result no one will be able to change the stage from the UI.

Best regards,

Oscar

Oscar Dylan,

Hi Oscar,

I'm not sure where to add that code as I cannot make changes or replace the SectionActionsDashboard. Also, I need to unable or disable the bar based on the schema page IsModelItemsEnabled attribute that is set true or false on the onEntityInitialized function based on conditions on the page (e.g. Locked by field populated and equal to current user, status != 'Processed', etc. )

Thanks,

Jose

Jose Hernandez,

Hi,

You can replace the SectionActionsDashboard module for your section and you can put the code in the replaced module (every OOB section with actions dashboard has its own SectionActionsDashboard, like OpportunityActionsDashboard or CaseSectionActionsDashboard, take a look at the app configurations please). In case you have a custom section and you need some additional logic in the action dashboard of this section your can create your section actions dashboard based on the SectionActionsDashboard (selected as a parent) and then this custom actions dashboard can be connected to the page (see how it's developed for the LeadSectionActionsDashboard and added to the BaseLeadPage).

Secondly, you can create a logic of sending sandbox messages between modules as described in this example (in your case it should be SectionActionsDashboard module and your record page module) or you can see that a message is used in the base LeadSectionActionsDashboard.

Best regards,

Oscar

Oscar Dylan,

Thanks Oscar. I was able to disable the bar based on the attribute following your suggestions.

Please provide us with a complete step-by-step description of the practical usage of the functionality you demand.

Thank you!

Best regards.

Oscar  

Hello Akshit, 

Please check the related to this question posts on our Community with a possible solutions, as those:

https://community.creatio.com/questions/attachments-and-notes-using-dataservices

https://community.creatio.com/questions/import-photo-image-imageapiservice

Should you have any questions, please let us know!

Best regards, 

Anastasiia

Yes. Please set up Record permissions on the Email message template section/object.

It looks something like this: https://prnt.sc/26fjqvh

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