Hi,

You need to check if the SysDcmSchemaInSettings and SysDcmSettings is connected properly to the package. To check it you need to:

1) Execute the following SQL query (if you are using PostgreSQL, then you need to replace square brackets with quotes):

SELECT [SysDcmSettingsId], [SysDcmSchemaUId] FROM [SysDcmSchemaInSettings] WHERE [SysDcmSchemaUId] = '8d628f2a-7941-42f3-98dd-aed0b6b708fc'

where 8d628f2a-7941-42f3-98dd-aed0b6b708fc is the UId of the SysSchema record for this DCM (can be also retrieved from the URL bar of the browser when the DCM wizard is opened):

2) Make sure that there are SysDcmSchemaInSettings and SysDcmSettings bindings present in your package with the following data bound:

--SysDcmSettings

--SysDcmSchemaInSettings

In my example above these settings were saved for the DCM in the "Orders" section created by "Order status" column. 

3) Once the package is deployed only changes in the DCM structure will be saved. But if you renamed some stages in the dev app - they won't be renamed in the target app.

To transfer updated names for stages you will need to perform an export/import of translations. For example, order stages can be found in the "Translations" section using the following filter by "Key" column: %Data:OrderStatus.Name%

So the final action that should be performed after the package installation is transferring of translations (using an import of translations into the "Translations" object of the target app from the excel file that was formed as a result of the export of translations from the dev app).

Using this approach everything should be transferred properly.

Best regards,

Oscar

Oscar Dylan,

HI Oscar,



Thanks a lot, it seems I have translation issues indeed. However, it is a nightmare to work the with translation section in Creatio - it takes hours and hours to load and any mishap makes the section reload completely again, which is just not feasible work in a day..... This is something Creatio really needs to improve on ...



The quickest solution I found was to connect once in english, load lookup,  set column view to show the fields' ID, take a screenshot. Switch profile to French, go back to dcm stages lookup, view fields ID to make sure I'll match with the right fields in english, rename there.

Damien Collot,

Yes, sometimes the translations section needs much time to load. And sometimes it helps to run the actualization process separately (in this case the translations section opens faster). You can go to configurations, find the TranslationActualizationProcess, open it and run the process. Wait until it's completed and then try going to the translations section.

Also yes, you are correct, you can also rename values in the localization needed for the translation to be applied, but I am not sure if it will transfer the translation in such a case. Using the translations export\import works like a clock, but if you tested the approach with renaming under the French user profile and installing the package after that - perfect, then we have two options now:)

Best regards,

Oscar

Hello,

The problem is probably that the domain name of the websites is the same (for example my_site:88 and my_site:89). It is not possible to contain multiple sessions on the same domain.

Best regards,

Max.

In addition to Max's comment (about ensuring both sites have a different port in IIS) you need to make sure you've modified the Redis database number in the connections to both have a different number. For example, if one of the websites have Redis database number of 1, change the other to use a value of 2.

Ryan

Hello Stefano,



Could you please elaborate a bit on your business task?

Mira Dmitruk,

Hi Mira

I try to explain better my question

1. I've an external application which loads a custom section named "News from CMS" in creatio using web services.
   
   The custom section contains a field named BodyNews
2. The end-user run a business process which automatically read all new records in "News from CMS" and it compose a new bulk email using a specific email template.In the email template I would configure a custom macro that reads the "News from CMS" .BodyNews field and composes the body of the email.

Can I design a business process that creates the email in bulk from an email template and using a custom macro upload the body, like this example https://community.creatio.com/questions/how-display-datalist-email-template?

Hello Stefano,

Thank you for clarification of the case. We have checked this matter with our development team and unfortunately it appears it is not possible to implement such a process with basic methods on our platform. However, feel free to use development tools to reach your business task and please share the results of your implementation on community, if possible.

Best regards,

Mira

Hello Antoine,

Is the application hosted in the cloud or locally?

Best regards,

Oscar

Hello Oscar the application is hosted locally (On premise). Also updating other detail column in the same script is working fine. I suspect a database error and plan to do a Generate all-compile all-webApp restart tonight.

Hi Robert,

The second possible way, if ESQ for some reasons doesn't work in your case, is to send XHR requests from the client code. An example of such request send from the client side can be found here, in your case the endpoint URL should be OData endpoint and the method to add the record to some section is similar to standard OData call from Postman.

Best regards,

Oscar

Hello Robert,

For inserting data in Javascript (InsertQuery):

https://customerfx.com/article/inserting-a-record-from-client-side-code…

For updating data in Javascript (UpdateQuery):

https://customerfx.com/article/updating-a-record-from-client-side-code-…

For deleting data in Javascript (DeleteQuery):

https://customerfx.com/article/deleting-records-from-client-side-code-u…

Ryan

Ryan Farley,

thanks for the links, very helpful!

However, I wonder if I (mis)understood the base concept here.

Dylan pointed out, that ESQ could be used for this...so is your solution what Dylan was referring to? I ask, because I thought "ESQ", which stands for EntitySchemaQuery, was only used for reading data?

In your linked code, the class used is called "Terrasoft.InsertQuery". So is this whole part of the SDK called ESQ?

Another question is if the permissions will be respected or not. In c#, there is the possibility to use either the Insert-class or the InsertToDB() method of the entity. AFAIK, the Insert-class will not take permissions into account or start business processes and will be executed directly against the DB. Is this what the "Terrasoft.InsertQuery"-class will execute on the server, or is it the InsertToDB() method from the entity?

Many thanks,

Robert

Hello Robert,

EntitySchemaQuery is only for queries/reading (technically, ESQ server side does return entity objects which can be used for updating as well). 

InsertQuery/UpdateQuery/DeleteQuery isn't technically part of EntitySchemaQuery, but are similar in purpose as they wrap calls to DataService and provide a simpler objects to use from client-side code. 

Since all of these are basically wrapper objects for using DataService, it does respect permissions. In fact, if you look at the network traffic when using Creatio, you'll find that when adding, editing, or deleting records in the Creatio client (for example, when you add an activity, edit an account, or delete something) it is issuing these same InsertQuery/UpdateQuery/DeleteQuery requests. When a bound edit page is saved, an InsertQuery or UpdateQuery is issued for the bound data on that page.

Ryan

Hello to all!

Note that the add-on saves coordinates to virtual columns. This means that your coordinates not being saved is expected behavior. You have to further develop the add-on according to your business goals.

Hi Stefano, 

We don't have practical examples of such implementation because  Events are basically working specifically with contacts.

So I'm not sure it's possible to link.

You can try to implement your idea.

Please check the logic of "Events" detail in Contact section.

Alternatively, you can try to create own detail and fill the data manually, it will work. (Just in case you have couple events and you need to mark it in Account history) like that.

Here is the test detail I created to put some info about Events to the Account section(History tab):

Best Regards, 

Bogdan L.

Bogdan Lesyk,

Thank you Bogdan.

If I add the account on the attendee's event response, I need to synchronize this field every time a contact changes the account they belong to

Hello Julian, 

The error message indicates that more than 24 hours passed after the last incoming message and prevents you from initiating the chat once again from your side, such limitation is done in order to prevent Spam messages (so your messages sent after 24 hours from last incoming message won't be delivered to a client).

However, you will be able to continue the same chat with no error message once there is a new incoming message from a client.

Best regards, 

Anastasiia

Anastasiia Zhuravel,

WhatsApp allows sending of pre-approved HSM messages after 24 hrs. We have seen that if we (manually) reopen the chat and send a correctly pre-approved HSM message, this is successfully sent even after 24 hrs. Is this the correct/supported method of sending approved HSM messages in Creatio, or should we send some method?

julian hatteea,

Hello, 

We have double-checked this information and so far, this functionality is not implemented in our system. We have already registered the corresponding query for our R&D team and will be waiting for implementation of pre-approved HSM messages functionality in the upcoming versions. 

Thank you for helping us to make our Application better. 

Best regards, 

Anastasiia

Hi,

According to the stack of the error the problem is in the email recipient email address that can be missing during the process execution in the script task. Please debug the code of this process in Visual Studio and check which values are passed to which variable of the script task and check which particular parameter is not being filled in.

Best regards,

Oscar

Oscar Dylan,

thanks for the suggestion. I made sure that all parameters that are specified in guige as required are passed. Specifically when calling  EmailSender.Send method for EmailContract.DTO.Credentials these fields are set:  ServiceUrl, Port, UseSsl, UserName, SenderEmailAddress, ServerTypeId,Password. 

In stack trace you can see that this call is the last call that we are controlling, everything past it is inner platfrom code:

I cant'd dubug inner platform code, unfortnatelly (or can I? If yes, can you help me to set up debug for this case? )

Also, checking properfies that could be additionally set for EmailContract.DTO.Credentials i cant figure out what should be additionally set ( taking into account message of the error, which says about address):

Maybe you can suggest what I am missing here? 

Thanks, Iuliia

Юлія Дяків,

You can debug the server code and the article I sent previously describes how to connect to the server code and how to connect to the IIS w3wp.exe process that runs the application pool to debug the code. All you need to do is simply open the root/Terrasoft.WebApp/Terrasoft.Configuration/Terrasoft.Configuration.sln file in the visual studio and connect to the IIS process as described in the article. Then you need to find the process schema and set breakpoints to the code. Also you will need to download all symbols (in the Visual Studio Debug->Options->Debugging->Symbols->Load all symbols).

Also as I already mentioned the problem is with the recipient of the email. It can either be not filled in or filled in incorrectly. That's why the sending script task code should be debugged.

Best regards,

Oscar

Hello,

Hope you're doing well.

If I understood your question correctly, it seems there is some issues with permissions, on this demand we would like to suggest you update Organizational and Functional roles, Object permissions as well to apply the latest changes.

Regards,

Roman

Roman Rak,

thank you for your unswer. We did all that, but the issue wasn't resolved. This seems line an issue with routing. Can you help with which js module is responcible for routing? So we can try to debug this. 

Thanks!

Юлія Дяків,

Thanks for your prompt response.

It's still a bit unclear what you mean under "when portal user follows direct link to record that has no section". Could you please provide us with screenshots or with a recording of the issue reproduction? If it's not possible, please contact us via email (support@creatio.com) so we will be able to review your request with more details.

Regards,

Roman

Roman Rak,

when I say "when portal user follows direct link to record that has no section" I mean that this linl is link to edit page of detail records. So we have section for Entity1, open edit page1 from there. And inside of the page1 there is detail with list of connected records - Entity2, when we open some record from detail we open edit page2. There is no section for Entity2, only detail. But we can construct direct link to Edit page2 and give it to user. When licence user follows it all works correctly - edit page 2 is opened. But when portal user opens it - he is redirected to PortalMainPageModule.

Does this clarify a bit the problem? 

Regards, Iuliia

Hello Юлія,

Thank you for rephrasing the issue description.

At first, in case you are on the record page (let it be Activity page) trying to open the record from the detail on that page (let it be related to Account record), the link in the address bar is not being changed, so if you copy this URL and pass it to the portal user who doesn't have access to the Activity section, the behavior will be the same — user will be redirected to the home portal page. So in case, you want to provide the link for the Account detail record, you will need to open this detail record in a new tab/window, after that there will be available the proper link (this is OOTB logic and for now can not be changed, but we already have created a functional request for our developers on this topic).

Also if you shared the proper link to the needed record and the portal user still faces the same issue, please check access settings exactly for this record (at least there should be added this portal user or all needed portal users, user roles), because it looks like that user doesn't have the appropriate access to that record or section in general (we have tested, and it looked exactly how you described the issue).

Regards,

Roman

Roman Rak,

thanks for taking time to explain all those details.

But the case is that user has all rights that he needs to see this record. Portal user can see data in record Activity when he follows Activity Section => Activity page => Account detail => Account page (taken as example from your explanation)  but when opening direct link to Account page he is redirected to  PortalMainPageModule. (in our system Account object from example does not have section, only detail. We think this is important detail because when portal user follows direct link to some page that has section - no issue reproduced. )

 The link itself is correct and leads to correct edit page for licence users.

I was able to record video of described behaviour, but unfortunatelly can't attach gif file here.

As there is no error in console, we can't debug this issue, to find the cause. So we need some hint what part of routing behaviour to check for issues. 

Thanks.

Hi, I have the same issue. This PORTAL user has the all access rights and in v.7.14 can open url. But after update to v.7.18.3 - redirect to Main Page. Why? Do you have some ideas?

Hello,

If the issue appeared after the upgrade to the latest version, we suggest checking upgrade logs as far there could appear some issues that affected the access rights. Also, the website can be restarted and re-licensed, after that please flush Redis and check all the needed updated licenses.

Regards,

Roman