Question

Hi,



Is it possible to create target graphs for marketing data, sales data and service data , like in the graphs below ?



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Hello Damien,

 

Thank you for your question!

 

Could you please describe this idea in more detail? What would you like to achieve by building the mentioned graphics? Also, please specify which graphics from the picture do you refer to?

 

Thank you in advance.

 

Kind regards,

Anastasiia

Hi Anastasiia Lazurenko,



In this dashboard example, I am referring to campaign opps vs Target or campaign won opps vs Target.



Would like to set Targets for oppen opps, lead created , closed won opps.. A fixed amount that can be set for an individual , a country or a team or part of team for a year, a quarter or per month. Against which we can measure progress along the year as leads get added, as opps get signed, as opps get created.  Targets can be in terms of numbers of leads or opps but also in terms of financial amount.



That can appear for example as a line to pass on a graph, as a reference in numbers in a table, or a baseline for those target graphs as seen in the screenshot.



And I am not talking about the budget amount of an opp vs the actual amount signed of an opp. I am talking about overarching targets which are most important for any company.





Thanks,



Damien

Hello Damien,

 

Thank you for explaining.

 

This can be done with the help of the gauge dashboard. You can read more on this here:

 

https://academy.creatio.com/docs/user/no-code_customization/setup/set_u…

 

Here is how it looks like:

 

Kind regards,

Anastasiia

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Hi,

Adding, editing tasks works ok but I faced a problem with canceling the meeting in CRM and syncing with outlook. Any idea how it works to cancel/delete tasks and sync this action with the outlook calendar?

 

BR Paulina

 

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Paulina Ściegienna,

 

Unfortunately, Creatio will not remove the deleted Activities from Outlook Calendar when deleted in Creatio Calendar.

Moreover, the Creatio Calendar would update only similar fields in the Outlook calendar of the Activity (e.g. the name, the timeset, but not the status of the Activity, as there is no field to update)



Currently, this is an expected Creatio Calendar behavior. The activities can be removed only from the Outlook Calendar if they are required to be deleted.



There is already a problem registered for our R&D team regarding this and such functionality might be implemented in future releases.



Best regards,

Bogdan

Hello Paulina,



Unfortunately, the synchronization works only in "one way": from the outlook to Creatio. 



Best regards,

Bogdan

What do you mean by "one way"? Activities can be exported and imported but in my tests, canceling/deleting tasks doesn't work in any way (Creatio to outlook & outlook to Creatio) 

Paulina Ściegienna,

 

Unfortunately, Creatio will not remove the deleted Activities from Outlook Calendar when deleted in Creatio Calendar.

Moreover, the Creatio Calendar would update only similar fields in the Outlook calendar of the Activity (e.g. the name, the timeset, but not the status of the Activity, as there is no field to update)



Currently, this is an expected Creatio Calendar behavior. The activities can be removed only from the Outlook Calendar if they are required to be deleted.



There is already a problem registered for our R&D team regarding this and such functionality might be implemented in future releases.



Best regards,

Bogdan

All clear. Thank you, Bogdan 

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Hi Team,

I am passing a message from business process via script task and receiving the same in the edit page. On receiving, I am displaying a pop up message. Though it is working functionally, I am getting error attached. I have also attached script task and message receiving code.

I am able to capture the message ("PreviewEmail") and getting the pop up as well. However, I am getting the error in console after this. kindly help me on this regard.

Thanks,

Gokul

Guid CurrentUserId = Get<Guid>("CurrentUserId");
string sender = "PreviewEmail";
// Example for message
//string message = "Please check email preview to approve the lead.";
string message = JsonConvert.SerializeObject(new {
    RecordId = Guid.NewGuid(), // your record Id
    Name = "Please confirm the email template to approve the lead"
    // some other parameters
});
 
// For specific user with sysAdminUnitId
IMsgChannel channel = MsgChannelManager.Instance.FindItemByUId(CurrentUserId);
if (channel != null) {
    var simpleMessage = new SimpleMessage() {
        Id = CurrentUserId,
        Body = message,
        Header = {
            Sender = sender
        }
    };
    channel.PostMessage(simpleMessage);
}
 
 
return true;
onMessageReceived: function(sender, message) {
	try
	{
 
 
		if (message && message.Header && message.Body) {
 
			if (message.Header.Sender === "UpdateLeadSection") {
				var result = this.Ext.decode(message.Body);
				if(this.get("Id") === result.RecordId)
					this.reloadEntity();
			}
 
			if(message.Header.Sender === "PreviewEmail")
			{
				this.log("received message");
				var resultMsg = this.Ext.decode(message.Body);
				this.showInformationDialog(resultMsg.Name);
 
			}	
 
		}
	}catch(e)	
	{this.log(e);}
 
 
},

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Hi Gokul,

 

There is an easier approach for the message to be sent to the current user. In your case you receive undefined as a message and as a result you receive a JSON decode error (the client-side logic tries to deserialize an undefined object). Please use the approach below:

 

1) Business process script-task:

string sender = "PreviewEmail";
string message = JsonConvert.SerializeObject(new {
    RecordId = Guid.NewGuid(),
    Name = "Please confirm the email template to approve the lead"
});
MsgChannelUtilities.PostMessage(UserConnection, sender, message);
return true;

add the following usings to the process:

Terrasoft.Configuration;
Terrasoft.Messaging.Common;
Newtonsoft.Json

2) Create a replacing view module for the ClientMessageBridge module with the following code:

 define("ClientMessageBridge", ["ConfigurationConstants"],
    function(ConfigurationConstants) {
        return {
            messages: {
                "PreviewEmail": {
                    "mode": Terrasoft.MessageMode.BROADCAST,
                    "direction": Terrasoft.MessageDirectionType.PUBLISH
                }
            },
            methods: {
                init: function() {
                    this.callParent(arguments);
                    this.addMessageConfig({
                        sender: "PreviewEmail",
                        messageName: "PreviewEmail"
                    });
                }
            }
        };
    });

3) In the replaced schema of the edit page add the following code:

messages:{
			"PreviewEmail": {
				"mode": Terrasoft.MessageMode.BROADCAST,
				"direction": Terrasoft.MessageDirectionType.SUBSCRIBE
			}
		},
		methods: {
			init: function() {
                    this.callParent(arguments);
                    this.sandbox.subscribe("PreviewEmail", this.onMessageReceived, this);
                },
			onMessageReceived: function(sender) {
				if(sender.Header.Sender === "PreviewEmail"){
					this.log("received message");
					var resultMsg = sender.Name;
					this.showInformationDialog(resultMsg);
				}
			},
		},

As a result the message will be successfully posted via WebSockets:

it will be correctly processed by the onMessageReceived method and there won't be console errors:

and the popup will appear:

The general recommendation is: please debug the logic when you receive something that is not expected.

 

Best regards,

Oscar

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Hi guys,

 

Could you please help me in how can I remove chat buttons from the actions bar?

I'm not using facebook nor telefram nor whatsapp so I'd like to remove that functionality completely.

 

Please see the image attached 

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Hi 

Can anyone tell me what is the functionality of the Portal message button (as highlighted in the image) present in the Cases section on portal, and where can I find its configuration in the system?

 

Thanks

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Hello Nisarg,



Could you please elaborate more on your business task?



Best regards,

Bogdan

Hi Bogdan,

As the Cases section is not present in Studio Creatio, I would want to implement the Portal message button functionality in a custom section.

Thanks

Dear Nisarg,



Unfortunately, there is no way to implement your business task.



Best regards,

Bogdan

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Dear Comunity.

 

When a new activity-record is created (not update) I have to calculate some fields.

Normally I would do this on the server (business-process etc.).

But in this special case I need some information from the client (geo-coordinates).

I found the method "save" method in the "BaseEntityPage". It is possible to overwrite it.

But I have one problem, I could not find a way to find out if it is a new record or not.

I tried following methods/attibutes

  • this.isNewMode();
  • this.get("Operations");
  • this.isNew;

Everything brought the same result, whether I created a new data record or not: 'edit'



 

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You can try

if (!this.isAddMode() && !this.isCopyMode())

Vladimir Sokolov,

Hello. 

Thanks for the quick reply.

Unfortunately, both methods "isAddMode()" and "isCopyMode()" returns every time the same value:  false. sad

Regardless of whether I create a new data record or not.

 

Maybe "save" ist not the right method. 

But I could not finde a method like "onBeforeSave",  or something like that.

Christian Kern,

 

Hi,

 

save client-side method is the same "onBeforeSave" from the server-side logic. There is also onSaved method that is the same as "onRecordSaved" in the server logic. And the this.isAddMode() check that Vladimir mentioned works perfectly if using it both in the save and onSaved methods on the client-side.

 

You need to debug the code and find a way to make it work in the way you need the business task to be completed. Probably if you could share the code of your page and describe the task in details we could take a look at it together.

 

Best regards,

Oscar 

Hello.

 

I found the cause of my problem.

In our project we work with the ActivityMiniPage.

If you expand this AcitvityMiniPage to the normal page (ActivityPageV2)  the record is saved automatically. For this reason it is always a "change" for the system if I click on the "Save" button.

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Hi,

I have requirement in which I need to receive input from the user in a pop up in between a business process

Please suggested the configurations for the same.

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Hello Janhavi,

 

Please check if the [Auto-generated page] process element can help you to achieve your business task.

 

Best regards,

Bogdan.

Bogdan Spasibov,

Hi,

The Auto-generated page can not be the solution as it is not in the form of pop up(input box) and it consumes the entire screen space.

Vladimir Sokolov,

Hi,

The mentioned marketplace only helps in displaying the data to the user but does not allow the user to input any data.

I need user to input data.

Janhavi Tanna,

 

Hi,

 

There is no inbuild element that allows the process to show a popup, but you can create a logic that can open a popup for the user and then the input data can be used elsewhere.

 

The set of actions is simple:

 

1) Using the logic described by me in this community thread you can create a process that will send a WebSocket message to the user that triggered the process and pass all the parameters needed to the message.

2) When the message is received to the edit page you can create a handler that will open the popup with fields that can store values. There are community posts about creating a popup on the UI as well as Academy articles, for example here and here.

3) When the information is input and the OK button is pressed you can pass this information either to the UI fields, or create requests with UpdateQuery\InsertQuery classes (examples of the client-side logic using InsertQuery class and UpdateQuery class) to input information elsewhere. Or trigger another business process as described here.

 

So you need to study all of these and then create the logic on your side.

 

Best regards,

Oscar

Oscar Dylan,

Will try, Thanks

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Hi,

There is a placeholder for printing the total of all product amount in the order section as shown in image below,

I have the similar requirement to be built in my project please suggest the configurations for the same

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Hi,

 

You need to debug the logic of this placeholder and implement a similar logic for the detail that you need. The methods you are interested is updateSummary from the OrderProductDetailV2 schema and diff objects are all that contain summaryCount and summaryAmount in their names.

 

Best regards,

Oscar

Oscar Dylan,

Hi,

I tried with the same suggested but the detail is not loading and the console shows the following error.

Janhavi Tanna,

 

Hi,

 

Cannot read property count of null means that some element that should return the count or count something tried to count something out of null. You need to debug the code and check which object returns null.

 

Best regards,

Oscar

Oscar Dylan,

Hi,

I found that there is no Id being passed in the "updatesummary" function for my configuration.

Please suggest any configuration passing a Id to this function.

Janhavi Tanna,

 

And why do you need an Id here and which Id do you need?

Oscar Dylan,

Hi,

I was trying to find the id of the object which returns null value but was unable to find any.

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Hi Community,

 

We are encountering this scenario in Creatio. If case is set to "Resolved" automatically it is moving to "Closed". Do you have any idea what are the system business process or system settings behind it. We wanted to disbale this functionality.

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Hello Fulgen,

 

Starting from 7.17.3 version of the main Application, you can disable this functionality with a help of "Automatically close resolved case" system setting:

 

Automatically close resolved cases (CloseResolvedCases) system setting— if enabled, Creatio will close resolved cases automatically after the evaluation waiting period specified in the “Number of waiting days to reevaluate resolved case” and “Number of waiting days after the second reminder of resolved case” system settings ends.

Type: boolean. Default value: “True.

 

Please find more detailed information about the mentioned system settings in the below article:

https://academy.creatio.com/docs/7-17/user/setup_and_administration/sys…

 

Best regards,

Anastasiia

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Hi

I am trying to delete a custom section added on to the customer portal. I have deleted its object from the "List of objects available for portal users" lookup. But the "Portal custom section name" is still there when I add it using the workplace setup (see below image for reference).

Moreover, there is no edit page for that portal section in the section wizard (see below image for reference).

Can anyone help me solve this issue?

Thanks

 

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Hello Nisarg,



Please contact support@creatio.com for further investigation. 



Thanks in advance!



Best regards,

Bogdan

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