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.

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.

Try this addon - https://marketplace.creatio.com/template/popup-element-business-process…

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

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.

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

Hello Nisarg,



Please contact support@creatio.com for further investigation. 



Thanks in advance!



Best regards,

Bogdan

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