Hi Creatio Community

 

I need help in applying red asterisk (*) with the required field values using CSS.

Can you suggest some me method for the same. 

I tried using the below given code in the span tag of the field label in CSS client module of the section but it didn't work.

 

  .required:after {
    content:" *";
    color: red;
  }

 

Provide some method of applying the asterisk sign with the required field labels.

 

Thanks in advance

 

Sarika

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2 comments

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.

 

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Hello Creatio Community,

 

How can we fix custom filters for detail records. For instance, there is a month lookup in the detail record. I don't want to repeatedly navigate to the options to apply filter and then select the month column followed by selecting the month name from the lookup.

 

I want a custom filter readily available on the top of the detail records wherein I only have to select the month name from the filter. How can I achieve this?

 

 

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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

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Hello Creatio Community,

When a Detail is saved dhe DetailPage is automatically closed. Is it possible to save the Detail without closing the Page?

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Best reply

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.

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 !

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Hi Team,

 

I want to hide or restrict the Select Fields to Display option from specific users on Second Records Page.

 

Kindly help me achieve this.

 

Thanks in advance

 

Sarika

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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

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Hi community,

is it possible to align to the right a currency field value ?

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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

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Our business process prompts the user to create a follow up calendar event if the current call event is listed as 'call later.'  Currently the process creates a new call task which OOTB opens a new call task screen. This isn't intuitive because the user cannot see their own calendar availability. I want to set the process to open their calendar view first where the user can confirm time/availability and manually add the task from there. I cannot find a way to open to the calendar view directly from the business process. Is there a way to do this?

 

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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

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Dear Team

When a case is raised by a contact, then a confirmation mail of the case is creation is sent to the contact's email id as well as when the stage of the case is moved/resolved an email is sent. But the same doesn't happen when an account is linked to the case, though the account as an email [communication options] field value being provided. No email is sent to the account's email id but in the case processing tab —> system message, we are able to see the message but there is no "To" added to it and hence no mail is received by the account holder.

Also, we tried to add primary account to the account to check if the OOTB process picks up the primary account email id to send the mail for an account but the result is the same, no mail is triggered.

Question : is there a way to send a mail OOTB to account holder for case creation and other activities performed in the case.
Also, there are email templates for the contact referring Email’s only for case creation but didn’t notice any template referring to account.

Thanks in advance!

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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

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Hi,

 

I'm trying to configure 'Save Printable' process element from Creatio Marketplace. It is required to select value from File Schema for File object parameter. But in my case File Schema is empty. 

What should I do in this case? I really hope for your support.

 

BR Taras

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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.

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Hello,

 

I have a lookup with certain columns. One of the column is a lookup and I need to filter this column based on certain conditions.

 

Is there an example of how to do this?

 

Thanks

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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

 

 

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Hi, 

 

I have successfully locked a page using this article: https://academy.creatio.com/docs/developer/interface_elements/interface…

However, the stage bar is still enabled when the attribute IsModelItemsEnabled is set to false. 

How can I disable the stage bar based on that attribute?

 

Thanks,

Jose

Jose

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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.

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