I've created a new lookup using the Section Wizard and created a new table for it there as well but for some reason I can't find the table on the System Designer -> Lookups.
I tried searching for it by name and manually but it appears as if it doesn't exist although on the section itself you can see the lookup field and when editing the field you can see the table connected to it.
Please check whether you are adding a new lookup through the Section Wizard in a proper way.
While adding a new lookup column to the page you can choose a "Data source": existing lookup or a new one.
You can proceed with creating a new lookup in a following way:
All the changes should be first saved through the Section Wizard, once done you can find a newly created lookup in Lookup section:
To be able to find the newly created lookup in the Configuration section, please check whether there are no additional filters:
Alternatively, you can first create a new lookup based on the need object and only after that proceed with adding a new lookup column to the needed section through the Section Wizard based on the already existing lookup.
I actually created it in the proper way thru the Section Wizard to avoid any complications but it appears to have created the object but not the lookup, so I went to lookups and created a new lookup using the created object (found it in the Configuration section).
We've analyzed your request and have some solution for you. Please check out all the steps to achieve such implementation:
1. When you just open the email designer, add "block" element and "HTML" element on this block.
2. Click settings (1) and apply "HTML design mode".
3. Here you click to the HTML block, then "Edit HTML" and you will see such document. I added my "div" with the message that will be sent. In my example it's "Hi all".
Here is the code itself:
div class="text-class"> Hi all</div>
4. Also I added CSS style:
Where (max-width: 480px) means that the style will be applied for devices with screen width less than or equal to 480px (here you need to check the particular width of the devises that will receive this emails and set it up to according to your business logic).
And I also created "text class", which is mentioned in the diff (p.3) ,where I applied "font-size: 40px;".
Here is the style code itself:
<style media="screen and (max-width:480px)">.text-class { font-size: 40px;}</style>
Basically, thats all I added - one div and style for it.
5. As for result, in preview you may see the difference beetween the desktop and phone mode, the phone text is higher, as you wish:
You may also add any styles you want and change it for your requirements.
P.S. Please also check this link, it might give you some additional tips of how to work with HTML in email templates:
We've analyzed your request and have some solution for you. Please check out all the steps to achieve such implementation:
1. When you just open the email designer, add "block" element and "HTML" element on this block.
2. Click settings (1) and apply "HTML design mode".
3. Here you click to the HTML block, then "Edit HTML" and you will see such document. I added my "div" with the message that will be sent. In my example it's "Hi all".
Here is the code itself:
div class="text-class"> Hi all</div>
4. Also I added CSS style:
Where (max-width: 480px) means that the style will be applied for devices with screen width less than or equal to 480px (here you need to check the particular width of the devises that will receive this emails and set it up to according to your business logic).
And I also created "text class", which is mentioned in the diff (p.3) ,where I applied "font-size: 40px;".
Here is the style code itself:
<style media="screen and (max-width:480px)">.text-class { font-size: 40px;}</style>
Basically, thats all I added - one div and style for it.
5. As for result, in preview you may see the difference beetween the desktop and phone mode, the phone text is higher, as you wish:
You may also add any styles you want and change it for your requirements.
P.S. Please also check this link, it might give you some additional tips of how to work with HTML in email templates:
Bogdan Lesyk, Thanks! Works really well! If you want to make this a featire in the Email designer -feel free to make this function into a suggestion. Thanks again!
When we push our main package on dev environment to test environment, DCMs (Lead and opportunity) only partially update.
We binded the SysDcmSettings as well as SysDcmSchemaInSettings in the package, new stages get added to the DCM however, stages for which name have changed or been removed/replaced with another stage do not update.
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.
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.
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:)
How can I run multiple local instances hosted in IIS at the same time? I have 2 instances hosted in IIS, so When I login into 1st instance, the system logs me out of the 2nd instance and vice versa. Any suggestion?
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.
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.
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
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.
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.
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.
I can't find documentation related to the creation of records via javascript. I know I can use ESQ to query records, but is there also an API for create, update and delete?
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.
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?
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.
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.
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):
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