Hello Andreia,



Unfortunately, it can't be configured automatically. 

So, after creating a new record from the lookup you have to configure the relationship manually, 



As a workaround, you can create a new business process to achieve your business task,



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,

Bogdan

Thanks, Bogdan.

Hello Petrika,

Thank you for your question!

You can read more on this here:

https://academy.creatio.com/docs/user/bpm_tools/process_elements_refere…

Kind regards,

Anastasiia

Anastasiia Lazurenko,

Thank you Anastasia for your quick reply. But this is a different approach. I am not asking about the Script Task, but about the User Task.Because i want to use my logic in different bussiness processes.

Dear Petrika,

This logic is still the same. Please refer to the screenshots below:

Kind regards,

Anastasiia

Hello Julien,

I have implemented something like what you're referring to. I have a section where a client manages "areas" and zip codes are assigned to each area (in a detail in this section). This client didn't want to have to create a filter to locate the area for a zip each time they needed - they always locate an area by a zip code in the area. I implemented the ability to search for an area based on a zip code in the detail for the area. It turned out like this: 

Basically, I did the following in the section schema: 

1) Add a text attribute for the value being searched, you'll also want to add an onChange for the attribute so it triggers a change event method. Mine looks like this (note, all the updateSection function does is refresh the section - this is a function in the base section):

attributes: {
	"ZipSearchValue": {
		dataValueType: Terrasoft.DataValueType.TEXT,
		value: "",
		onChange: "updateSection"
	}
}

2) Add an element to the diff bound to the attribute in #1. You could add this with parentName "FiltersContainer" or "GridUtilsContainer", depending on where you want it, but you'll likely need to style it with some CSS to get it to look right. Mine looks like this: 

{
	"operation": "insert",
	"name": "ZipSearchText",
	"parentName": "FiltersContainer",
	"propertyName": "items",
	"index": 0,
	"values": {
		"layout": {
			"colSpan": 12,
			"rowSpan": 1,
			"column": 0,
			"row": 0,
			"layoutName": "FiltersContainer"
		},
		"hasClearIcon": true,
		"bindTo": "ZipSearchValue",
		"caption": "Find zip",
		"classes": {
			"wrapClassName": ["fx-zipsearch"]
		}
	}
}

3) When the user types in the textbox, it will trigger the onChange which just refreshes the section. When the section refreshes, it will call the getFilters method in the section code where you can append to the filters for the list. I have an article about that here: https://customerfx.com/article/programmatically-overriding-or-adding-fi… My filter method looks like this:

getFilters: function() {
	var filters = this.callParent(arguments);
 
	if (!Ext.isEmpty(this.get("ZipSearchValue"))) {
		var filter = Terrasoft.createFilterGroup(),
			subFilters = Terrasoft.createFilterGroup();
 
		subFilters.add("ZipValueFilter",
			Terrasoft.createColumnFilterWithParameter(Terrasoft.ComparisonType.EQUAL, "UsrZipCodeValue", this.get("ZipSearchValue").trim())
		);
 
		filter.addItem(Terrasoft.createExistsFilter("[UsrZipCode:UsrDistributorArea].Id", subFilters));
		filters.add("ZipSearchFilter", filter);
	}
 
	return filters;
}

Hope this helps get you started.

Ryan

Ryan Farley,

Thank you for your contribution. It will be very useful.

In the "OperatorCustomerEngagementCenter" package there is a client module named "SearchAccountAndContactPage.js". You can find a screenshot here: https://community.creatio.com/questions/adding-button-search-contacts-a…

I will try to load a custom view like this and use your answer to create filters. I'll post how I did it once done so other people can do it too.

Best regards,

Julien

Hi Stefano,

This macro is not supposed to be used in bulk emails, it's only for regular emails (IMAP\SMTP, Exchange).

Best regards,

Oscar

Hello Erald,

By default, Business Process elements cannot process encrypted values but you can refer to this workaround that might help you with your business task.

Best regards,

Bogdan S.

Change it from this:

"enabled": this.checkIfInHR()

To this (and move inside of "values"):

"enabled": { "bindTo": "checkIfInHR" }

Ryan

Hi Julien,

I cannot see the checkIfInHR method call on the init method execution, but I suppose you wanted to call it inside the "enabled" property of the Tab0f271a37TabLabel object. Ok, but the problem is that you need to use:

"enabled": {"bindTo": "checkIfInHR"},

and also the "enabled" property should be initialized inside the "values" object. So the code should've been:

onEntityInitialized: function() {
				this.callParent(arguments);
				this.mixins.MultiChoiceMixin.init.call(this, arguments);
				this.checkIfInHR();
				},
 
....
 
{
				"operation": "insert",
				"name": "Tab0f271a37TabLabel",
				"values": {
					"enabled": {"bindTo": "checkIfInHR"},
					"caption": {
						"bindTo": "Resources.Strings.Tab0f271a37TabLabelTabCaption"
					},
					"items": [],
					"order": 11
				},
				"parentName": "Tabs",
				"propertyName": "tabs",
				"index": 10
			},

The next problem is that this approach won't work since there is no "enabled" property for tab labels. So the general approach should be modified.

I would suggest using this check in the onEntityInitialized method:

onEntityInitialized: function() {
				this.callParent(arguments);
				this.mixins.MultiChoiceMixin.init.call(this, arguments);
				this.reformTabsCollection();
			},
			reformTabsCollection: function(){
				this.checkIfInHR();
				var tabsCollection = this.get("TabsCollection");
				if (this.get("BooleanAttribute")==false) {
                        tabsCollection.removeByKey("TheTabYouNeedToBeNotVisible");
                    }
			}

Also you need to create some bool attribute where the result of the checkIfInHR method will be written (using this.set("BooleanAttribute", true) or this.set("BooleanAttribute", false) at the end of the checkIfInHR method execution based on the checkIfInHR method results). There is no need to store the tab on the page in case it should be non clickable.

Best regards,

Oscar

Oscar Dylan,

 Thank you very much !

Best regards,

Julien

Hi Fulgen, 

Please try to use it in this way : 

addFilter: {

type: Terrasoft.FilterTypes.Group,

subfilters: [{...}, {...}]

}

Best Regards, 

Bogdan L.

Hello Patrice,

 

You need to add it to the mobile application manifest.

Find details here:

https://academy.creatio.com/docs/developer/mobile_development/mobile_ap…

 

Best Regards, 

Bogdan 

Hello Bogdan,

thank you for your answer.

The mobile application manifest is a part of the solution as one need to add OrderProduct reference in it to make it work.

For my particular issue, i did not set MobileOrderRecordPageSettingsDefaultWorkplace correctly.

Finally, i found the right way :

 

	{
		"operation": "insert",
		"name": "OrderProductDetail",
		"showForVisibleModule": true,
		"values": {
			"caption": "OrderProductDetailCaptionOrder_caption",
			"entitySchemaName": "OrderProduct",
			"filter": {
				"detailColumn": "Order",
				"masterColumn": "Id"
			},
			"operation": "insert"
		},
		"parentName": "settings",
		"propertyName": "details",
		"index": 1
	},

If anyone searching for the complete solution, here is the MobileOrderProductRecordPageSettingsDefaultWorkplace :

 

[
	{
		"operation": "insert",
		"name": "settings",
		"values": {
			"entitySchemaName": "OrderProduct",
			"details": [],
			"columnSets": [],
			"localizableStrings": {
				"primaryColumnSetOrderProduct_caption": "Informations générales"
			},
			"settingsType": "RecordPage",
			"operation": "insert"
		}
	},
	{
		"operation": "insert",
		"name": "primaryColumnSet",
		"values": {
			"items": [],
			"rows": 1,
			"entitySchemaName": "OrderProduct",
			"caption": "primaryColumnSetOrderProduct_caption",
			"position": 0,
			"operation": "insert"
		},
		"parentName": "settings",
		"propertyName": "columnSets",
		"index": 1
	},
	{
		"operation": "insert",
		"name": "Product_row_123",
		"values": {
			"row": 2,
			"content": "Nom du produit",
			"columnName": "Name",
			"dataValueType": 1,
			"operation": "insert"
		},
		"parentName": "primaryColumnSet",
		"propertyName": "items",
		"index": 2
	},
	{
		"operation": "insert",
		"name": "Quantity_row_123",
		"values": {
			"row": 3,
			"content": "Quantité",
			"columnName": "Quantity",
			"dataValueType": 1,
			"operation": "insert"
		},
		"parentName": "primaryColumnSet",
		"propertyName": "items",
		"index": 3
	},
	{
		"operation": "insert",
		"name": "Price_row_123",
		"values": {
			"row": 4,
			"content": "Prix de vente",
			"columnName": "Price",
			"dataValueType": 1,
			"operation": "insert"
		},
		"parentName": "primaryColumnSet",
		"propertyName": "items",
		"index": 4
	},
	{
		"operation": "insert",
		"name": "Discount_row_123",
		"values": {
			"row": 5,
			"content": "Réduction",
			"columnName": "DiscountAmount",
			"dataValueType": 1,
			"operation": "insert"
		},
		"parentName": "primaryColumnSet",
		"propertyName": "items",
		"index": 5
	},
	{
		"operation": "insert",
		"name": "Product_row_123",
		"values": {
			"row": 6,
			"content": "Détails du produit",
			"columnName": "Product",
			"dataValueType": 10,
			"operation": "insert"
		},
		"parentName": "primaryColumnSet",
		"propertyName": "items",
		"index": 6
	}
]

Best regards

Patrice

Patrice Vigouroux,

Hello, 

Many thanks for sharing your solution with us! :)

Please let us know in case of any additional questions. 

Best regards, 

Anastasiia

Hi Janhavi,

You need to study how this lookup is implemented on the BaseOrderPageV2 schema and implement the same logic for your column. It's simple - create two lookup columns (UsrContact and UsrAccount that will point to the Contact and Account objects respectfully), add the following attribute to the section edit page schema:

"Client": {
					"caption": {"bindTo": "Resources.Strings.Client"},
					"dataValueType": this.Terrasoft.DataValueType.LOOKUP,
					"multiLookupColumns": ["UsrContact", "UsrAccount"],
					"isRequired": true
				},

Add the localizable string with the "Client" code and then insert this column somewhere on the page (I've been using the contact profile container as a parent):

{
					"operation": "insert",
					"parentName": "Header",
					"propertyName": "items",
					"name": "Client",
					"values": {
						"layout": {"column": 0, "row": 7, "colSpan": 24, "rowSpan": 1, "layoutName": "ProfileContainer"},
						"controlConfig": {
							"enableLeftIcon": true
						}
					}
				}

As a result you will get the needed lookup:

Best regards,

Oscar

Oscar Dylan,

It worked 

Thanks!

Hi Petrika,

This should be done directly in the code of the 3rd party endpoint to which the call is performed (in case we are discussing the 3rd party webservice call from the business process). Logs of the integration call on the Creatio side are accessible only via standard IIS logs. Or you can enable the process tracing to see the status of the call.

In case the webservice is stored in the Creatio configuration (standard anonymous or regular webservice) then you can either add a part of inserting a record to some specific table in Creatio (via InsertQuery class for example) and retrieve data from there.

Best regards,

Oscar

Thank you very much for your immediate response Oscar. I have got an idea now.  This is what i am trying to do. I have created a button in the Front-End (Get Sum Ws) which calls in the Back-End a basic web service that caculates the sum of the AmountHC in Details Rows.

This is the code in the back-end

namespace test1323.Files.cs
{
    [EntityEventListener(SchemaName = "PetrikaExpenseReport")]
    [ServiceContract]
    [AspNetCompatibilityRequirements(RequirementsMode = AspNetCompatibilityRequirementsMode.Required)]
    class DemoService : BaseService
    {
 
        [OperationContract]
        [WebInvoke(Method = "POST", RequestFormat = WebMessageFormat.Json, BodyStyle = WebMessageBodyStyle.Wrapped,
ResponseFormat = WebMessageFormat.Json)]
 
        public decimal GetErSumSq(string name) 
        {
 
            EntitySchemaQuery entity = new EntitySchemaQuery(UserConnection.EntitySchemaManager, "PetrikaExpenseReport"); 
 
            entity.AddColumn("Id");
            entity.AddColumn("PetrikaTotalAmount");
            entity.AddColumn("PetrikaName");
            entity.PrimaryQueryColumn.IsVisible = true;                                                                   
 
            IEntitySchemaQueryFilterItem parentfilter =
            entity.CreateFilterWithParameters(FilterComparisonType.Equal,"PetrikaName",name);
            entity.Filters.Add(parentfilter);                                                                            
            EntityCollection records = entity.GetEntityCollection(UserConnection);                                      
            Guid parentId = records[0].GetTypedColumnValue<Guid>("Id");
 
           EntitySchemaQuery rows = new EntitySchemaQuery(UserConnection.EntitySchemaManager, 
           "PetrikaExpenseReportLines");
 
            rows.AddColumn("PetrikaAmountHC");
            rows.AddColumn("PetrikaAmountFC");
            rows.AddColumn("Id");
 
            IEntitySchemaQueryFilterItem childfilter =
            rows.CreateFilterWithParameters(FilterComparisonType.Equal, "PetrikaExpenseReport", parentId);
            rows.Filters.Add(childfilter);                                                                            
            EntityCollection lines = rows.GetEntityCollection(UserConnection);
 
            decimal sum = decimal.Zero;
 
            foreach (var r in lines) 
            {
                sum = sum + r.GetTypedColumnValue<decimal>("PetrikaAmountHC");
            }
            records[0].SetColumnValue("PetrikaTotalAmount", sum);                                             
            records[0].Save();
            return sum;
        }
}
}

I want to log in a separate file every communication (request , response time etc) with GetErSumSq.

Petrika,

Perfect, then additionally you can use the same approach with EntitySchemaQuery, but create record is some section and then use the standard "Export to excel" functionality to get the file with request calls. So each time something is calling the GetErSumSq method you can create a record in some separate section (for example called "Integration call" and add information like DateTime.Now (to get the date and time when the method was called and which value was returned (sum))). Also you can try looking into the HttpContext, HttpContextAccessor and AppConnection to see which information is available there that can be used to additionally log the method call.

Best regards,

Oscar