Hello Amritha, 

Based on the provided information I can assume that you are referring to Playbook hints functionality. It can be configured in the corresponding "Playbook" tab of the Knowledge base record:

And based on our settings, this article will be available for a user as a Playbook hint on the Case record page, once case is in status "In progress":

Please refer to the article below for more detailed information:

https://academy.creatio.com/docs/user/crm_tools/knowledge_base/playbook…

Best regards, 

Anastasiia

Anastasiia Zhuravel,

Thanks Anastasiia. But unfortunately "Playbook" option is not available in the given instance [7.17.4] 

As shown in the above screenshot, i have connected the category, service type and service.

Later, created the case with the same type, as shown below

but the knowledge base is empty.

Please do help on how to get the "Playbook" in the 7.17.4 version or alternative to get the knowledge base linked to the case appropriately.

Thanks,

Mayan

Hi,

Please explain which data do you want to fetch from these buttons.

Thank you!

Best regards,

Oscar

Hi Sarika, 

Here is the post where the same question is discussed:

https://community.creatio.com/questions/Fetchsectionactionlist

Please let me know if it helps!

Regards, 

Bogdan L.

Hi Robert,

Typically, your object should have "BaseEntity" as it's parent. When BaseEntity is selected as the parent, it will inherit an Id column (plus others) and the Id column will be selected as the Id column for the object. The error is letting you know that the object does not have a column selected as the Id column (when you select BaseEntity as the parent it will select the Id column as the objects "Id" property).

Here's an example of what I mean: https://share.customerfx.com/ApuEljAl

Ryan

Ryan Farley,

Thanks Ryan, makes total sense.  I was coming at this from a DB perspective not an ORM object modeling perspective duh!

And thanks so much for thge video, that is awesome!

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

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 

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

Hello Andres,

I have an article on that topic here: https://customerfx.com/article/removing-the-facebook-whatsapp-or-telegr…

Ryan

Awesome. Thanks Ryan!

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

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. 

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.