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 

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.

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

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. 

Hello,

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

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!

Hi,

The code for this button is:

{
						className: "Terrasoft.Button",
						visible: {
							bindTo: "ExpandVisible"
						},
						click: {
							bindTo: "expand"
						},
						markerValue: "addObject",
						imageConfig: resources.localizableImages.ExpandImage,
						style: Terrasoft.controls.ButtonEnums.style.TRANSPARENT
					}

It is defined in the schema StructureExplorerViewConfig. As you can see, the parameter "visible" is bonded to the attribute ExpandVisible.

This attribute is located in the schema StructureExplorerMainViewModel and you can override this schema and set any value you want to it based on the needed condition.

hi Abilash,



Have you checked by refreshing the page?

Did you debug to see the execution of the Detail button event?



If the execution of the event is successful, then Grid data must be refreshed and published by applying the latest filter data.

(OR)

It is possible to implement the quick filter module following this article https://academy.creatio.com/documents/technic-sdk/7-13/adding-quick-filter-block-section





BR,

Bhoobalan Palanivelu

Hi Bhoobalan Palanivelu,

Thanks for your reply.

First part of your question, applying the filter on the detail upon clicking the button is the issue for me.  As for the second part, I've tried implementing the quick filter on the detail but to no avail. It's not throwing an error but nor am I getting the required output.

Regards,

Abilash.S

Hello,

Could you please specify from where exactly would you like to call this function and the purpose of it? Is it from a different application by calling a specific URL/endpoint?

Best regards,

Dariy

Hi Tigran,



For example, table name for Account is SysAccountRight

Vladimir Sokolov, 

thanks for the answer .

I can't find this object in the Configurator (  

Gevorgyan Tigran writes:

Vladimir Sokolov, 

thanks for the answer .

I can't find this object in the Configurator (  

It is now shown in Configurator, but you can insert/update/delete/select with SQL queries.

We manage access rights this way sometimes

Hello Tigran,

As Vladimir pointed out, there is no fast way to transfer the rights to records to another instance yet.

Although, you can manage to do that with a help of the SQL scripts, here is a community post about a similar task that explains it in great detail:

https://community.creatio.com/questions/deployment-permissions

Additionally, I will add this request to an already existing task to prioritize it so our developers will bring such functionality in future releases.

Thank you.

Thanks!!!