Hi Gokul,

As I already stated here the method that is called upon the "Qualify" button click is onLeadManagementButtonClick (for the LeadPageV2 module).  In the LeadSectionV2 the method is onLeadManagementSectionButtonClick. You can override both methods in the replaced modules: in LeadPageV2 you can add additional this.get(Column)!= check and then call parent method and in the LeadSectionV2 you need to get ActiveRow and perform an ESQ select query to check if the record by ActiveRow has the data needed to start the process.

Best regards,

Oscar

Oscar Dylan,

Thank you  for the reply. In case of section page as told I am running an esq. How can i call parent method based on execution of esq?

onLeadManagementSectionButtonClick:function(){
	activeRowId = this.get("ActiveRow");
	var esq = Ext.create("Terrasoft.EntitySchemaQuery", {
		rootSchemaName: "Lead"
	});
	esq.addColumn("Id");
	esq.addColumn("Account");
	esq.addColumn("Email");
	esq.getEntity(activeRowId, function (result) {
		if (result.success) {
			var account = result.entity.values.Account;
			var email = result.entity.values.Email;
			if(account==='' || email==='')
			{
				Terrasoft.showErrorMessage("error msg");
			}
			else
			{
				//call parent method
				this.callParent(arguments);
			}
 
	  }
	}, this);
},	

S Gokul Aditya,

ESQ is asynchronous so you won't be able to call the parent method. But we can do it in another way. Try this code:

onLeadManagementSectionButtonClick: function() {
				var gridData = this.get("GridData");
				var activeRow = this.get("ActiveRow");
				var activeRowGridData = gridData.get(activeRow);
				var activeRowGridDataAccount = activeRowGridData.get("Account");
				var activeRowGridDataEmail = activeRowGridData.get("Email");
				if (!activeRowGridDataAccount || !activeRowGridDataEmail) {
					Terrasoft.showErrorMessage("error msg");
					return;
				}
				this.callParent(arguments);
			}

But in this case you will have to display both account and email columns in the lead section grid:

This approach works on my side, should also work on your end.

Best regards,

Oscar

Oscar Dylan,

thanks for the quick reply. I have few more such fields to be checked. Can it be done without adding columns to the section grid?

S Gokul Aditya,

Not sure, the code should be debugged to find out the proper way of the customer's business task completeness. I just gave an example, the final implementation can differ.

Hello Gaurav,

Unfortunately, our platform does not have any presents for such projects.

Although, it is possible to achieve such configuration by setting up roles and distributing the access to the system between your customers.

For example: You can branch out the access in the way that only certain users will full access to all the data on your instance while "franchises" will be able to access the information only related to them.

Thank you,

Artem.

Artem,

Thanks for providing that information, but what is going to be name of entity/object which will represent a Franchise/Partner in creation CRM, I can see Partnerships, Accounts etc but not sure it can be used to represents a franchise or not. Also can we achieve the flexibility of assigning a lead, deal to a user where dropdown will only show the users/employees of that franchise not all users in system. We can filter by franchise, means can see all leads, contacts, deals etc for each franchise and so on. Can we customize the Creation CRM which means all sales, marketing and service to this much extent or its too much to do, I mean adding new tables/entities or columns in user tables etc. Please suggest.

Take a Look at this franchise management app developed on Creatio CRM. Here is the link: https://marketplace.creatio.com/app/franchise-management-creatio

Harold Busby,

Thanks for providing that link, I have installed this app but not sure what is entity for franchise in this app, can you please share some link to its documentation so that I can understand it.

Hello Stefano,

Thank you for your question!

Parameters are added to links automatically and they cannot be turned off. They are needed in order to find out which recipient and which bulk email the review belongs to.

Kind regards,

Anastasiia

Hello Shinoli,



The only way to customize this page using out-of-the-box tools is the system setting called "Logo - Thank you for your feedback" that is described in the Academy article here.



The only way to completely change this page is to apply changes to "CaseRatingFeedbackPage" schema (using additional development). Bogdan is already CC'd to this email so I hope he will be able to find a developer who can adjust this page base on your needs in terms of advisory hours.



At the same time we have two problems registered to our R&D team so to make the possibility to change this page more user-friendly (using standard tools such as section wizard), but unfortunately there is no ETA on this task. Once it is done - we will update all our clients and partners about it in our official release notes. 

Best regards,

Bogdan

Thank you for the information.

Important to update this page design without code!

I agree with all of the above, this is a major reason why one of our clients does not use this functionality.

Hello 



Unfortunately, the system does not provide the ability to display two details on the same page.

We have conveyed your wishes to the product analysts, they will consider the possibility of implementing functionality for you in the next releases of the product.

Best regards,

Bogdan

Hello Bhoobalan,



Thank you for your question!

Unfortunately, Creatio does not support using different mail servers for one mailbox.

As a workaround, you can set up multiple mailboxes that will use different mailing servers.

Best regards,

Artem.

Artem,

Thanks for the response!

 

I think I’ve managed to solve this problem. In some applications we need to ensure that the user must be connected to the same server during the whole session. So, to allow this I changed the Load Balance Algorithm to source.

frontend front
     maxconn 10000
     #Using these ports for binding
     bind *:80
     bind *:443
     #Convert cookies to be secure
     rspirep ^(set-cookie:.*)  \1;\ Secure
     default_backend creatio
 
backend creatio
     #set balance type
     balance source       
     server node_1 nodeserver1:80 check weight 2
     server node_2 nodeserver2:80 check weight 1

The problem was solved, but I don't know if this is the correct way to solve it. I would like to hear some feedback. Thank you.

Best Regards,

Pedro Pinheiro

Hi Pedro, 



We generally recommend using round-robin, as it's optimal in most cases, but the "source" algorithm is working as well. 

As for why the log-in issue happened: it's hard to say definitely, but on of the options is if the machinekey is different on different nodes - it won't let you log in. 

Best regards,

Yurii.

Hi Yurii Sokil,

I moved this infrastructure to a Linux server. In this server I have the same two instances but with different ports instead of docker containers. How can I generate this "machinekey”?

The documentation only explains how to generate them on windows servers, through  PowerShell.

Best Regards,

Pedro Pinheiro

Hello Massimiliano,

As for the automated symbols download - yes, please download them manually in case automated download didn't download all the symbols.

As for the breakpoint set - unfortunately there is no standard solution for this, only those described in forums here or here.

Best regards,

Oscar

Oscar Dylan,

Hello Oscar,

It seems related to the "Optimize code" option but it seems to me that Creatio compiles the packages in Release mode and not in Debug mode. Does the issue comes from that? Is there any solutions?

Thakns

Best regards

Massimiliano

Massimiliano,

<compilation debug="true" targetFramework="4.7">

        <assemblies>

          <add assembly="System.Runtime, Version=4.0.0.0, Culture=neutral, PublicKeyToken=b03f5f7f11d50a3a" />

        </assemblies>

      </compilation>

and all other settings performed in terms of the article you sent should compile packages in debug mode.

Best regards,

Oscar

Dear Oscar

I tried to change that setting in both web.config files (the "root one" and the "Terrasoft.WebApp one") but it didn't work. I saw that the dll's are compiled into the "Release" folder and not into "Debug" folder.

Am I doing something wrong?

If we set "debug=true" in the web.config files, are the packages created correctly to be deployed to production environments or do we need to reset the "debud=false" and recompile before exporting the packages?

Best regards

Massimiliano

Hi Akshit,

The code below should be added to the diff array of the ActionsDashboard module of your section:

{
				"operation": "remove",
				"name": "Tabs"
			}

Once done and the page is refreshed you will see that the tabs were removed:

Best regards,

Oscar

Oscar Dylan,

How to identify the ActionDashbaord module of any section (OOTB / Custom section)?

Could you please share the steps to identify the corresponding action dashboard module of a section?

Best Regards,

Bhoobalan Palanivelu.

Bhoobalan Palanivelu,

Hi Bhoobalan,

There is no such an instruction unfortunately. There are 5 OOB section actions dashboards:

All other section actions dashboards are built using the base SectionActionsDashboard (the last in the list) and settings that are created in the database in the SysDcmSchemaInSettings and SysDcmSettings tables. If you need to hide something in the Cases, Leads or Portal Cases sections you can use already created section dashboards, but as for the custom sections or Opportunity, Lead etc. sections you will need to modify the logic inside the base SectionActionsDashboard. There is a number of methods that control tabs visibility including _getTabsVisibility or getExtraActionDashboadTabVisible and if you need to hide something from the actions dashboard in the custom section then you need to modify the logic of methods as these.

Best regards,

Oscar

We have found this article which has done the trick for ourselves:

Removing the Facebook, WhatsApp, or Telegram Message Buttons from the Actions Dashboard in Creatio

https://customerfx.com/article/removing-the-facebook-whatsapp-or-telegram-message-buttons-from-the-actions-dashboard-in-creatio/

The remaining buttons can be removed by using the browser inspector to identify the buttons and then enter a remove similarly.

Hi,

you can use the Section actions dashboard manager application from the Marketplace to choose which action to show/hide: https://marketplace.creatio.com/app/section-actions-dashboard-manager-creatio

@Devlabs Excel Reports BuilderSame issue for my customers, seems to be no longer compatible.

Hi Community,

Any news about this case?

I have the same problem in my machine who is version is 7.18.5 and the type is Service Enterprise.

Do you have any idea how to solve it?

Hi to all!



We reviewed the add-on and tested the issue. However, we were unable to reproduce it on our end. Could you send us more details about it? Specifically, please send us your template for testing and your Excel report configuration.



Also, please check the package version and installation date.