Hi Team,

 

We have created two case life cycle [DCM] and the initial stage for both the cycle is not the same. So we cant set the stage as a default as the initial stage is different for Both the cycle and we need to write a business process that as soon as the case is created based on of the field selected in the mini field set the first stage.

 

Question : is it possible to set the first stage based on the field value selected in mini page without writing a business process. How do we set default value for the case life cycle based on the field value selected.

 

Thanks in advance!

 

Regards,

Mayan

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I was creating a button that runs a simple business process that sends a mail.

The problem is after altering the schema of the Portal user profile and adding a button the business process doesn't run nor gets mentioned in the process logs for tracing.

here are the codes used in the schema to run a bp in the portal contact page :

 

define("SspProfileContactPage", ["ProcessModuleUtilities","css!UsrCSSPortalProfile"], function(ProcessModuleUtilities) {
    return {

....

methods: {
            OnClickTest: function(){
                var args = {
                    sysProcessName: "UsrProcess_e179057",
                    parameters: { 
                        test: "testing" 
                    }
                };
                ProcessModuleUtilities.executeProcess(args); 
                this.showInformationDialog("Busniess process triggered");
            },

...

diff...

...

"operation": "insert",
                "name": "UpdateButton",
                "parentName": "Tabc34c9c60TabLabelGroup654f02cd",
                "propertyName": "items",
                "values": {
                    "itemType": Terrasoft.ViewItemType.BUTTON,
                    "caption": "Update Info",
                    "style": Terrasoft.controls.ButtonEnums.style.BLUE,
                    "click": {
                        "bindTo": "OnClickTest"
                    },
                    //"tag": "OnClickTest",
                    "hint": "TEST BUTTON"
                },

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Hello,

 

I've used the same code in the demo application and the process was triggered. Maybe the process is not logged in the process log ("Enable logging" in the process settings in the process designer) or you receive some actual error in the console when starting the process. You need to check if the code of the schema doesn't contain duplicates of methods or errors as well. The complete code from my side:

define("SspProfileContactPage", ["ProcessModuleUtilities", "css!UsrCSSPortalProfile"], function(ProcessModuleUtilities) {
	return {
		mixins: {},
		entitySchemaName: "Contact",
		messages: {},
		details: /**SCHEMA_DETAILS*/{}/**SCHEMA_DETAILS*/,
		diff: /**SCHEMA_DIFF*/[
			{
				"operation": "insert",
                "name": "UpdateButton",
                "parentName": "GeneralInfoTab",
                "propertyName": "items",
                "values": {
					"itemType": Terrasoft.ViewItemType.BUTTON,
					"caption": "Update Info",
                    "style": Terrasoft.controls.ButtonEnums.style.BLUE,
                    "click": {
                        "bindTo": "OnClickTest"
                    },
					"hint": "TEST BUTTON"}
			},
		]/**SCHEMA_DIFF*/,
		attributes: {},
		methods: {
				OnClickTest: function(){
					var args = {
						sysProcessName: "UsrProcess_b0eee32",
						parameters: { 
							test: "testing" 
						}
					};
                ProcessModuleUtilities.executeProcess(args); 
                this.showInformationDialog("Busniess process triggered");
            },
		},
		rules: {},
		userCode: {}
	};
});

 

Hey Oleg,

 

I also made sure that the logging was already enabled and the process did not start. 

And made sure that all portal users can run this process from the process properties in the process library.

 

I am trying to add this button in the portal user profile page. After altering the page it created a schema where the entitySchemaName  is empty by default.

 

...

entitySchemaName: "",
        attributes: {},

...

 

Serge,

 

When replacing a schema I usually take the content of the original schema and make it empty (mean empty methods, empty attributes and so on). For the SspProfileContactPage the entitySchemaName is Contact and you can see it in the SspProfileContactPage schemas from base packages. This can be also an issue in case you have this entitySchemaName empty. Also try using the code I sent that worked on my side (but modify the process code).

Oleg, 

I have used your code and modified the process code 

and also tried it a new replacing view model with empty method and empty attributes ... 

even used the "debugger;" to check if the code is running and it is.

 

still the same issue.

I am using Creatio version 8.0.6.3429

what version did you use your code on ?

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I want to build an 'add' client wizard for our customer service to make it easy for them and also to prevent mistakes.

 

The first step would be to insert zipcode and housenumber, then it will make an API call to see how many adresses match these two parameter. 

 

The list that is returned, if the list is > 1 it should show you the information from the array and make you able to choose 1 of the options. 

 

If the list is 1 it should automatically pick the only available option.

 

I understand how to create the business process but combining this with a user interface is still difficult for me, is this even possible? 

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Hi,

How can I use esq or a business process to determine a user's organizational role and its associated functional role from the employee section?

 

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This article will show you how to retrieve a user's roles using an ESQ. See https://customerfx.com/article/determining-if-a-user-has-a-specific-rol…

Ryan

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Hi Team,

We want to retrieve a specific record by Id along with all the related elements (eg - Retrieve Account A with all of its related Contacts). 

What we already know:

We can retrieve the account record itself along with related records that are linked with lookupfields, like the PrimaryContact

 

Account(0001111-1111-1111-1111-111111231123)?$expand=PrimaryContact($select=Name)

This works, but it returns only one contact, the primary one.

 

Instead, we need an embedded list of contacts, like

{
    "@odata.context": myurl.creatio.com/0/odata/$metadata#Account(PrimaryContact(Name))/$entity,
    "Id": "22222-222222-2222-222222-22222207ba6",
    "Name": "somename",
    "OwnerId": "111111-11111-11111-11111-1111111",
    "CreatedOn": "2022-11-16T21:11:57.214167Z",
    "Contacts“ : [
{object}, {object}
]
}

Given the first URL in the response, we expected that all NavigationProperties would behave the same:

But this collection:

Is not accessible. If we call for :

Account(0002204c-d255-46c0-bea6-0f32e2e07ba6)?$expand=ContactCollectionByAccount

 

We get this error in return:

{
    "error": {
        "code": "",
        "message": "An error has occurred."
    }
}

If we use other expand values, we retrieve meaningful errors like „Could not find a property named xy“, but this error is not self explaining. How can we return an object with an embedded list of children? I know that in this example we also could ask for a list of Contacts filtered by their account, but we cannot do that in all scenarios we have in mind.

Thank you

Petrika

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I have a lookup field on a detail (List of VAT options with an added column for the % values), im trying to use these now to calculate a value, how do I access the other column? I can access the VAT Code using this.get("UsrVatCode"), but want the associated column which as the % amount.

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var lookupId = this.get("RecordColumn").value;
 
var esq = this.Ext.create("Terrasoft.EntitySchemaQuery", {
    rootSchemaName: "INSERTOBJECT"
});
 
esq.addColumn("Insert Object column you wish to view");
 
esq.getEntity(lookupId, function(result) {
    if (!result.success) {
        this.showInformationDialog("Error");
        return;
    }
    this.showInformationDialog(result.entity.values.Column You wish to view);
}, this);

This is the code that I used to get it working, if anyone needs it.

var lookupId = this.get("RecordColumn").value;
 
var esq = this.Ext.create("Terrasoft.EntitySchemaQuery", {
    rootSchemaName: "INSERTOBJECT"
});
 
esq.addColumn("Insert Object column you wish to view");
 
esq.getEntity(lookupId, function(result) {
    if (!result.success) {
        this.showInformationDialog("Error");
        return;
    }
    this.showInformationDialog(result.entity.values.Column You wish to view);
}, this);

This is the code that I used to get it working, if anyone needs it.

There is also another approach: in the schema in the attributes property you can specify your column in the following manner:

"Your_column_from_the_page": {
					"dataValueType": this.Terrasoft.DataValueType.LOOKUP,
					"lookupListConfig": {
						"columns": ["column_name_from_the_lookup_object"]
					}
				},

As an example we can see that in the ContractPageV2 there is this attribute:

"Currency": {
					"dataValueType": this.Terrasoft.DataValueType.LOOKUP,
					"lookupListConfig": {
						"columns": ["Division"]
					}
				},

and we have access to the value of the "Division" column from the "Currency" lookup:

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Im trying to create a calculated field to show a total of all records from a detail on a record, ive looked into using sql views, however I'm not sure if that would work as you cant filter by the record I don't think, are there any code solutions or anything similar?

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Hello,

 

You can try creating an integer column in the page (and in the object that this page represents) and create a business process that will change the value in this column once the record is added to the detail (or decrement once the value is removed). This way you can create the logic without additional code that will save resut in the server.

 

If you still want using the code - something similar is the functionality of the order product detail summary (that displays the number of products in order, can be found on the order page in the "products" tab). This logic can be found in the updateSummary method from the OrderProductDetailV2 from the Order package.

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Hi Community,

We have this business requirement that consists of adding more than one Value for a specific Feature. For example, if we consider “Colour” as a Feature, we will need multiple Values for that Feature.

 

Colour – Blue

Colour – Orange

 

However, when we try to add another value for the same feature, we receive the following error:

Currently, Creatio only let us add a unique Feature. This logic is not compatible with our requirement.

 

How can we turn off this constrain? And, what are the consequences of disabling it?

 

Thank you in advance.

 

Best Regards,

Pedro Pinheiro

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Hello Pedro!

 

Unfortunately, there is no way to achieve this with built-in instruments, as it is expected that there would be a different product record for each feature so that when adding them into orders you can determine exactly what feature set is required.

 

However, you can do this by creating a "Replacing view model" for the "SpecificationInProductPageV2" schema. There, you would only need to change the "validateSpecification" function by removing the following part:

 

After that, you will be able to add multiple features into products!

 

Best regards,

Max.

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Hi Creatio Community,

 

I've noticed that after changing price lists in the account section the new product prices won't load in the poduct catalogue when adding a new product to an invoice. Other (older) accounts have the correct prices of their price list.

 

Could this be some kind of caching problem? Do you have experienced the same behaviour?

 

Thanks!

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Hello,

 

We recommend creating a Case directly for our Support team and providing all the details there, since there will be a need to check the issue more closely than it is possible on Community.

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Hello Community,

I'm trying to implement the opportunity Client in creatio Latest version. How can we add diff and attributes in latest version?

I tried in this way, but it didn't work. Is there any way to do the multilookup column or can we do multilookup column in latest version.

{
                "operation": "insert",
                "name": "Customer",
                "values": {
                    "type": "crt.ComboBox",
                    "label": "Customer",
                    "control": "",
                    "listActions": [],
                    "showValueAsLink": true,
                    "controlActions": [],
                    "multiLookupColumns": [
                        "Account",
                        "Contact"
                    ],
                    "layoutConfig": {
                        "column": 1,
                        "row": 1,
                        "colSpan": 1,
                        "rowSpan": 1
                    },
                    "controlConfig": {
                        "enableLeftIcon": true,
                        "leftIconConfig": {
                            "bindTo": "getMultiLookupIconConfig"
                        }
                    }
                },
                "parentName": "SideAreaProfileContainer",
                "propertyName": "items",
                "index": 0
            },

 

Thanks in advance! 

Regards,

I Yasaswini

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