Hello,

 

 I have used the Portal Case Section Wizard to successfully create new tabs and custom fields in the Case Entity for Portal Users. I have also created a new custom detail based on creating a new object on one of these tabs.  What I am not clear on is how can I now get to the Detail Setup for this new custom detail? Normally of course we get there by going to an existing record and entering detail setup there, but this is not possible for a Portal User to do.  I looked in the Advanced Settings (DEV) page but the objects created don't seem to get me to the detail setup.  I also am curious how one then can setup the columns setup for all portal users for this detail one the page is created.  Any help would be most appreciated :)

 

Cheers,

-Scotty Chapman 

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Hello Scotty,



To modify the fields in the detail. Please follow the nest steps:



1. Open the page in the section wizard and click on the edit icon:

image.png

2. Click on the edit icon to open the detail wizard:

image.png

3. Chose the "page" tab to edit the field:

image.png

 

As for your second question, unfortunately, there is no such functionality in our system that allows saving column setup for all users.

 

Best regards,

Bogdan

Bogdan,

Hi  - thanks so much, that did the trick. Appreciated!

-Scotty Chapman 

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Hello community, while installing ExcelReportBuilder on the production environment I get the following error:

2021-12-15 17:58:14,812 Terrasoft.Common.DbOperationException: 23503: insert or update on table "SysPackageDataLcz" violates foreign key constraint "FKfg1JPl35PDx2FCE8Oagxv7VAMIc" ---> Npgsql.PostgresException: 23503: insert or update on table "SysPackageDataLcz" violates foreign key constraint "FKfg1JPl35PDx2FCE8Oagxv7VAMIc"

   at Npgsql.NpgsqlConnector.d__157.MoveNext()

--- End of stack trace from previous location where exception was thrown ---

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This is not an issue with the Excel reports package but is due to an issue with new systems only including two records in the SysCulture table (that is my assumption of the issue). The package will attempt to write data to the SysPackageDataLcz table for cultures that do not exist in the system and cause the constraint violation when the package is installed.

If you report it to support, you can reference my open case about this issue #SR-01065588

Ryan

This is not an issue with the Excel reports package but is due to an issue with new systems only including two records in the SysCulture table (that is my assumption of the issue). The package will attempt to write data to the SysPackageDataLcz table for cultures that do not exist in the system and cause the constraint violation when the package is installed.

If you report it to support, you can reference my open case about this issue #SR-01065588

Ryan

Thank you Ryan, in fact I noticed afterwards that the environment had some major problems. I wrote to the support.

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Hi Community,

 

Aside from "Installed applications" section and "Updating the packages from the repository" what are other ways to install packages to Creatio?

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You can also install packages using CLIO and WorkspaceConsole.exe 

Ryan

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Hi Community,

 

I was trying to build one scenario - On Error come during process execution i.e. System shows Error in Process Log Section, I want to log it in another Custom section and Create new record there. 

For this, I created a business process that can be triggered on the Change in Process Log Object. But that process is not getting triggered. Please guide me here? How to do it correctly?

 

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Dear Pratik,



Please note that our application doesn't support designing business processes that are triggered by a modification in system objects. The core of business process mechanisms works on low-level API which doesn't support start signal's functionality. This is done in order to avoid any kind of accidents with business process mechanisms and also for performance maintaining reasons.

 

However, you can try designing a process that runs, for example, every day and checks Process log records for errors, and then sends this information to a specific mailbox.

 

Kind regards,

Mira

Hi Pratik,

I had a similar issue, and that's the solution I came up with: 

My process is scheduled to run every 4 hours and the read data searches for process marked with the "Error" status, which name starts with a custom prefix (that I assigned to identify my processes). The subprocess is used to log the error in another custom section.

Hope it helps! 

Hi Mira and Federica Cattani,



Thanks for the help and explanation. 

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Hello all,

 

I am getting this error while restarting with CLIO.  I am not sure where to start. There is nothing in the process log.  any suggestions?

 

 

System.UriFormatException: Invalid URI: The format of the URI could not be determined.
   at System.Uri.CreateThis(String uri, Boolean dontEscape, UriKind uriKind)
   at System.Uri..ctor(String uriString)
   at System.Net.WebRequest.Create(String requestUriString)
   at Creatio.Client.CreatioClient.CreateRequest(String url, String requestData)
   at Creatio.Client.CreatioClient.Login()
   at Creatio.Client.CreatioClient.CreateCreatioRequest(String url, String requestData, Int32 requestTimeout)
   at Creatio.Client.CreatioClient.ExecutePostRequest(String url, String requestData, Int32 requestTimeout)
   at Clio.Common.CreatioClientAdapter.ExecutePostRequest(String url, String requestData, Int32 requestTimeout)
   at Clio.Command.RemoteCommand`1.ExecuteRemoteCommand(TEnvironmentOptions options)
   at Clio.Command.RemoteCommand`1.Execute(TEnvironmentOptions options)

 

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Hi,

 

Please use the following command instead:

clio restart -u http://o_drobina:1025 -l Supervisor -p Supervisor

where http://o_drobina:1025 should be replaced with the URL to your app, Supervisor (-l) and Supervisor (-p) are login and password respectively.

 

Best regards,

Oscar

Hi,

 

Please use the following command instead:

clio restart -u http://o_drobina:1025 -l Supervisor -p Supervisor

where http://o_drobina:1025 should be replaced with the URL to your app, Supervisor (-l) and Supervisor (-p) are login and password respectively.

 

Best regards,

Oscar

Thanks

If I use the -e that works as well. Odd as it use to work. Thank you very much

Hi,

I wanted to know is there any clio command to reset the whole environment to its basic default state after deleting the custom development package?

Thanks

Hi,

 

No, there is no such command. You will need to redeploy the app locally using clean OOB binary files.

 

Best regards,

Oscar

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Hello, we need to connect our provider of calls but we only have the settings for do it with sip server, exist any connector that we can use for doing it?

 

Our provider it's different to the current list of connectors or integrations (webitel,avaya, etc)

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Hello Luis,



Could you please specify the provider's name?



Best regards,

Bogdan

Hello Luis,

 

If you’re looking to integrate your telephony with Creatio, we can help you with that. Velvetech provides a variety of VoIP connectors with popular phone systems to enable calling functionality right from the Creatio’s interface. 

You can find a list of existing connectors on the Creatio Marketplace, and we’re always open to implementing a custom one according to your needs in case the phone system you use is not on the list.

 

Best regards,

Velvetech

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Hi Community,

 

Have you tried triggering a business process after successful login? Any idea please?

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Hello Fulgen,

 

Could you please elaborate a bit on your business task? Would you like to start execution of the business process based on the active user session in a system?

 

Looking forward to you reply!

Best regards,

Anastasiia

Hi Fulgen,



Maybe our way allows you to solve your task:

We make scheduled process (every minute) and check if there are unprocessed records in 'Audit log' with Type = 'User authorization' and Result = 'Authorization'



Before you need to add new field 'Processed' to 'Audit log' object in order to set it to True when record is processed

Hi,

 

Thank you for all your reply, I need to start the event after successful login. I believe crm is saving session record somewhere else. Can I use this object to trigger the event? What is this object and the field name I want to start a signal using this.

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Можно ли и если можно, то как сделать замещение класса?

Например: есть сервис который вызывается с разных мест(клиентские схемы, БП). Все находится в заблокированных пакетах. Как изменить методы этого сервиса?

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Hello,

I am trying to validate a record before it gets inserted into the DB using entity events layer :  public override void OnInserting(object sender, EntityBeforeEventArgs e);

 

If the validation fails, I would like to display a message to the user. Is there a built in method like set validation message or something? I understand this can be done through Web socket but I would prefer if I am able to use a built in validator.

 

Thanks

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Hello Shivani,

You can simply throw an exception from the event and it will halt the insert process and display the exception message to the user.

An an example, this OnInserting event checks to ensure the Also known as field is not empty:

using System;
using Terrasoft.Core.Entities;
using Terrasoft.Core.Entities.Events;
 
namespace FX.EntityEventListeners
{
    [EntityEventListener(SchemaName = "Account")]
    public class UsrAccountEntityEvents : BaseEntityEventListener
    {
        public override void OnInserting(object sender, EntityBeforeEventArgs e)
        {
            base.OnInserting(sender, e);
            var account = (Entity)sender;
 
            if (string.IsNullOrEmpty(account.GetTypedColumnValue<string>("AlternativeName"))) 
            {
                throw new Exception("Also known as cannot be blank");
            }
        }
    }
}

This displays this message when the user inserts an account without this field populated:

Ryan

Hello Shivani,

You can simply throw an exception from the event and it will halt the insert process and display the exception message to the user.

An an example, this OnInserting event checks to ensure the Also known as field is not empty:

using System;
using Terrasoft.Core.Entities;
using Terrasoft.Core.Entities.Events;
 
namespace FX.EntityEventListeners
{
    [EntityEventListener(SchemaName = "Account")]
    public class UsrAccountEntityEvents : BaseEntityEventListener
    {
        public override void OnInserting(object sender, EntityBeforeEventArgs e)
        {
            base.OnInserting(sender, e);
            var account = (Entity)sender;
 
            if (string.IsNullOrEmpty(account.GetTypedColumnValue<string>("AlternativeName"))) 
            {
                throw new Exception("Also known as cannot be blank");
            }
        }
    }
}

This displays this message when the user inserts an account without this field populated:

Ryan

 

Thanks Ryan! This works!

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Hi guys,



Anyone here experience not being able to save a formal contact relationship?

Both test kim (contact) and brad wolfe (contact) is connected to test delete 2 (account)

 





Let me know if you experience same thing or got any idea what to do.



Best regards,

Lem

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