Hi,

 

I need to filter contact list that is displayed when logging a call activity through Section Actions Dashboard. Below is the code I have added for the same:

1. Replaced CallMessagePublisherPage

 define("CallMessagePublisherPage", ["ConfigurationConstants"],
	function(ConfigurationConstants) {
		return {
			entitySchemaName: "Activity",
			mixins: {},
			attributes: {
				"Contact": {
					"lookupListConfig": {
						"columns": ["Account"],
						"filters": [
							function() {
									var config = this.getListenerRecordData();
									var additionalInfo = config.additionalInfo;
									var account=additionalInfo.account.value;
									var filterGroup = Ext.create("Terrasoft.FilterGroup");
									if(account){
									filterGroup.add("ContactFilter",
										Terrasoft.createColumnFilterWithParameter(
											Terrasoft.ComparisonType.EQUAL,
											"Account",
											account,
											Terrasoft.DataValueType.LOOKUP)
											);
									}
									return filterGroup;
							}
							]
					}
				}
			},
			methods: {
						setDefaultCallDirection: function() {
							var query = this.Ext.create("Terrasoft.EntitySchemaQuery", {
								rootSchemaName: "CallDirection"
							});
							query.addColumn("Name");
							var recordId = ConfigurationConstants.Activity.ActivityCallDirection.Outgoing;
							query.getEntity(recordId, function(result) {
								this.setDefaultCallDirectionQueryHandler(result);
							}, this);
						}
					},
			diff: /**SCHEMA_DIFF*/[]/**SCHEMA_DIFF*/
		};
	}
);

 

2. Replaced SectionActionsDashboard

  define("SectionActionsDashboard", ["SectionActionsDashboardResources"], function(resources) {
    return {
        methods: {
				onGetRecordInfoForPublisher: function() {
					var info = this.callParent(arguments);
					info.additionalInfo.account = this.getAccountEntityParameterValue(info.relationSchemaName);
					return info;
				},
				getAccountEntityParameterValue:function(relationSchemaName){
					switch(relationSchemaName){
						case "Lead":
							return this.getMasterEntityParameterValue("QualifiedAccount");
						case "Contact":
						case "Opportunity":
						case "Order":
							return this.getMasterEntityParameterValue("Account");
						case "Account":
							return {"value":this.getMasterEntityParameterValue("Id")};
						default:
							return {};
					}
 
				}
		}
    };
});

With above code, I get the below result in Account section when I open the window to select contact.

Above is the expected result. But when typing in the name on the lookup field instead of opening the selection window all contacts that match the text are displayed(not filtered by Account)

Any idea how to apply the same filter when pulling the list by typing in the lookup field?

 

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Best reply

Hi,

 

Please also add the following method to the CallMessagePublisherPage:

getLookupQuery: function(filterValue, columnName) {
					var esq = this.callParent(arguments);
					var filterGroup = this.getLookupQueryFilters(columnName);
					esq.filters.addItem(filterGroup);
					return esq;
				},

and refresh the page after that. This should result in the needed filtration in the list view of the lookup.

Hi,

 

Please also add the following method to the CallMessagePublisherPage:

getLookupQuery: function(filterValue, columnName) {
					var esq = this.callParent(arguments);
					var filterGroup = this.getLookupQueryFilters(columnName);
					esq.filters.addItem(filterGroup);
					return esq;
				},

and refresh the page after that. This should result in the needed filtration in the list view of the lookup.

That works, thank you!

Hello everyone. Thanks for the article, it was very helpful. Perhaps you can tell me how to filter the list of emails address via Account? That is displayed when registering email sending activity via the Section Actions toolbar? Thanks!

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Hi Team!

 

Can you help us on how to add static folders to:

1. custom section?

2. Creatio OOTB section, where the static folders functionality is not available by default (for example, Contracts)?



I've tried inserting folder of Static type into %Section%Folder, but it works only for the sections where static folder already available in UI. 



Thanks in advance!

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Hello,

 

1. Please be informed that static folders functionality is not available in the custom section. We have created a corresponding query for our R&D team.

 

2. In the basic system version only the following section can have static folders:

employees

process library

process journal

lookups

system settings

As for the Contacts section, static folders are available with the "Marketing" product only.

Is this going to be added at some point? It seems dumb not to have it everywhere. 

Hello!

 

Unfortunately, this functionality is still not available. Our team is working on it, but we can not provide an ETA for it. 

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I'm having an issue where no previously created activities are appearing in the mobile application when toggling to Offline Mode.

Can anyone provide insight on where to look for a fix?

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Hello,

I added a new mailbox to our our Creatio on-prem instance and want to download emails from customized folders.  I've selected this option but no folders are displaying. What could be causing this?

Thank you!

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Hi Francine Braese,



Do those folders have access to be shown at CRM end?

Also, did you try to check the inbox for the mail synchronization confirmation?



BR,

BHoobalan Palanivelu.

Hello,
 

Most likely, the mailbox synchronization is unsuccessful, you can open the browser console on the Network tab, then open the mailbox settings, in "Network" you should see the GetMailboxFolders request that reads existing mailboxes from the mail server.
 

Check if this request completes successfully, if there are any problems, you will see the reason why the mailbox is not displayed in the "response" tab of the request.
 

You can also make sure that the synchronization is correct on the mailbox diagnostics page.
 

If the problem persists, please contact our support team at support@creatio.com.
 

Best regards,
Pavlo!

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Hi All,

 

I have created two types of contracts (Loyalty and General) and the default "Subordinate contract" detail is only showing in one page(General). So when creating a Subordinate contract by clicking on the (+) icon, I can see both options.

Is there a way to hide the Loyalty option from there?

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Best reply

Hi Champi,

I believe in this conversation you will find an answer to your task.

Hello Champi,



Your business task could be achieved only by development. 



Please refer to this post.

Hi Bogdan,

 

Thank you for the reply.

In the post you shared, the solution is given to remove the (+) icon logically. But what I need to achieve is to have the (+) icon and only remove one option from there.

For an example, If the user clicks the + icon of the detail on "General Contract" page, it should only show the "General" option. Same goes with the Loyalty page.

Will you be able to help me with this please??

Hi Champi,

I believe in this conversation you will find an answer to your task.

Hi Dmytro Vovchenko,​​​​​​​

 

Thank you so much for your assistance. That solution works like a charm yes

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Hi community,

To show conversion rate in dashboard we use sales pipeline. Is there a way to show conversion rate without sales pipeline. For example "To show conversion rate in leads between qualification to closed won". Is there a way to implement it. Also suggest best chart to do this.

Thanks in advance.

 

Regards,

Manideep Korni

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Hello Korni,

 

As I understand your need - you want the same info that the pipeline contains, but to be displayed in a different way. In the pipeline, the general data is just being calculated in a specific way. What you can do is create a new dashboard with the same calculation mechanism. The sales pipeline is just a classical view of this kind of chart with pre-calculations done in the background.

 

Please check the article below to see the details of how the formula should be built:

https://academy.creatio.com/docs/user/sales_tools/long_sales/sales_pipe…

 

Best Regards,

Dan

Hi Manideep, 



I always like to show the conversion rate as a metric. It's not possible with OOTB tools, but you can use the marketplace app below. 

 

Here you can simply do the calculation of conversion rate (however that might be in your case), then display it. 



https://marketplace.creatio.com/app/calculated-metrics-creatio 



Note: Currently this will only work on classic UI pages without development.

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Hi community,

 

I want to implement "SalesPipeline" chart with custom column in lead section. By default it is tagged to the Column "Qualify status". But Iam using my own custom column "UsrLeadOpportunityStages" to define lead stages in my project. I can try with normal pipeline graph but also I want to implement the stage conversion rate, just like shown in the picture.

Is there a way implement.

Thanks in advance.



Regards,

Manideep Korni

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Hello,



I believe your business task could be achieved by this MarketPlace add-on,

Bogdan,



Thank you for your response. But this add-on will work only for opportunity section. But I need this implementation in leads section.

If there is any other alternative. Please let me know

Thank you.

Regards,

Manideep Korni

Korni Manideep Reddy,

 

The full sales pipeline doesn't have the option to choose the object to build the dashboard by. Your dashboard can only be created using the development tools. 

 

We've registered it in our R&D team backlog for consideration and implementation in the future application releases.

 

Thank you for helping us to improve our product.

Hi Bogdan,

I also had a similar idea and could not see this having been developed and available OOTB. 

BR,

Jacek

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Hi Community,

 

I am trying to add a fixed filter like "Owner" in Activities to a custom section. Below is the code I added for the same:

initFixedFiltersConfig: function() {
				var fixedFilterConfig = {
					entitySchema: this.entitySchema,
					filters: [
						{
							name: "Owner",
							caption: this.get("Resources.Strings.OwnerFilterCaption"),
							addOwnerCaption: this.get("Resources.Strings.AddEmployeeFilterCaption"),
							hint: this.get("Resources.Strings.SelectEmployeeFilterHint"),
							columnName: "customSectionColumn",
							dataValueType: this.Terrasoft.DataValueType.LOOKUP,
							filter: BaseFiltersGenerateModule.OwnerFilter
						}
					]
				};
				this.set("FixedFilterConfig", fixedFilterConfig);
			}

I can see the filter getting added to the section. But the labels are not getting displayed. Below picture shows the default labels getting displayed.

I have added the captions OwnerFilterCaption("Employee"), AddEmployeeFilterCaption("Add Employee"), and SelectEmployeeFilterHint("Select Employee") to Localizable Strings for the section but when debugging the values are returned as undefined for this.get("Resources.Strings.OwnerFilterCaption").

Could anyone tell me what I am doing wrong and how to resolve the issue?

 

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2 comments

Hi,

Here is an example on adding a custom fixed filter.

Case description:

You need to add a custom fixed filter by column Type to the Contact section.

 

Algorithm of realization:

  1. Create replacing client schema for your section.
  2. Create localizable strings which will contain captions of the filter and menu item.
  3. Create image which will contain image of the filter.
  4. Source code of the "ContactSectionV2" :

define("ContactSectionV2", [], function() {
    return {
        entitySchemaName: "Contact",
        methods: {
            initFixedFiltersConfig: function () {
                var fixedFilterConfig = {
                    entitySchema: "ContactType",
                    filters: [
                        {
                            name: "TypeFilter",
                            columnName: "Type",
                            referenceSchemaName: "ContactType",
                            caption: this.get("Resources.Strings.ContactTypeFilterCaption"),
                            dataValueType: this.Terrasoft.DataValueType.LOOKUP,
                            appendCurrentContactMenuItem: false,
                            addNewFilterCaption: this.get("Resources.Strings.SelectContactTypeCaption"),
                            hint: this.get("Resources.Strings.SelectContactTypeCaption"),
                            buttonImageConfig: this.get("Resources.Images.ContactTypeFilterImage")
                        }
                    ]
                };
                this.set("FixedFilterConfig", fixedFilterConfig);
            }
        }
    };
});

The result:

Dmytro Vovchenko,

Thank you for your response. I compared with the code above and changed  "addOwnerCaption" to "addNewFilterCaption" and it works now. 

 

 

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Hello,

 

I am willing to add a process for validation on Save for the Case object as shown in figure attached.

 

Any insights please?

 

Thanks,

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Hello,

 

The following instructions can help you to achieve the result you are looking for: validators schema section

 

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Hi community 

I am trying to get the Min value for a datetime field using the read data business element.

But it seems that creatio is not handling the returned data correctly.

Does anyone have the same problem?

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hi Stefano Bassoli,



You should be using the function in the Read data element.

Could you please describe how you have been using the Read Data BP

element to find the min value for a date field?





BR,

Bhoobalan Palanivelu.

Bhoobalan Palanivelu,

Hi,

 

see the attached file,

I'm trying to update Event.StartDate field with the MIN value returned by "read data" bp element

Stefano Bassoli,

I recreated the BP and now it works!

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