Good day to everyone! I’ve encountered a task where I need to update the NextSteps component. I used crt.LoadData and crt.ChangeNextStepsStateRequest, but they didn't produce the desired results.

After executing, the component does not update, and data is not displayed; only after a full page refresh does the Next Step appear.

Has anyone encountered a similar issue and could help with a solution? Thanks in advance!
 

{
				request: "crt.HandleViewModelInitRequest",
				handler: async function(request, next) {
					this.applyMethods(request.$context);
					Terrasoft.ServerChannel.on(Terrasoft.EventName.ON_MESSAGE, (await request.$context.ServerMessageReceivedFunc), request.$context);
					await next.handle(request);					
				},
				applyMethods: function(context) {
					let methods = {
						refreshNextStepsStates: async function(date) {
							console.debug(date);
							const handlerChain = sdk.HandlerChainService.instance;
							await handlerChain.process({
								type: 'crt.ChangeNextStepsStateRequest',
								$context: context,
							});
						},						
 
						showWarnDialog: async function(message) {
							const actionsConfig = [
								{
									key: "OK",
									config: {
										color: "warn",
										caption: resources.localizableStrings.BnzShowDialogCloseBtn
									}
								}
							];
							const result = await context.executeRequest({
								type: "crt.ShowDialogRequest",
								$context: context,
								dialogConfig: {
									data: {
										message: message,
										actions: actionsConfig
									}
								}
							});
						},
 
						onSubscribeWebSocket: async function(event, message) {
							if (message.Header.Sender === "Banza_ApprovalAction_WebSocketSender") {
								await this.handleShowWarnMessage(message);
							}
						},
 
						handleShowWarnMessage: async function(message) {
							const sysValuesService = new sdk.SysValuesService();
							const sysValues = await sysValuesService.loadSysValues();
							const caseId = context.attributes.Id;
							const currentUserContactId = sysValues.userContact.value;
							const msgObj = JSON.parse(message.Body);
							if (msgObj && sysValues && currentUserContactId === msgObj.currentUserContactId) {
								if (caseId === msgObj?.recordId) {
									if (msgObj.action === "showWarnDialog") {
										await this.showWarnDialog(msgObj.message);
										await this.refreshNextStepsStates(msgObj?.date);
									}
								}
							}
						},
 
 
					context.ServerMessageReceivedFunc = methods.onSubscribeWebSocket.bind(context);
					Ext.apply(context, methods);
				},
}
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How can you set custom field e.g. UsrSecondType on Account as readonly in Mobile app with Freedom UI?

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Hello Creatio Community,

 

I'm working on integrating Creatio CRM with a third-party application, and I’d like users to access specific Creatio pages without needing to log in each time they navigate from the third-party app.


Here are some specifics of my setup:
When users are logged into the third-party app, they should be able to open Creatio pages directly without being redirected to the login page.

 

I’m using URLs with ?autoOpenIdLogin=true to facilitate automatic login.

 

My main questions are:
Are there recommended ways to keep the SSO session active between the two apps?
Has anyone implemented a solution using silent authentication checks or embedded iframes to keep the session refreshed?


Any insights or best practices would be appreciated!

 

Regards,

Ajay K

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Dear,

 

Each time I reconnect an email (following a problem with the provider) the configured email is added to my contact card.
Is it possible to deactivate the automatic addition of email?

 

Thank you !
Nicolas

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Hi Community,

 

We are inserting records in GivenName and Surname fields in Contact Table via API. We are seeing full name in the Name field in UI (which is a concatenation of GivenName and Surname), but the GivenName and Surname fields are blank. How can we get GivenName and Surname to display values?

 

Thanks

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Dear Puneet

 

You may have some considerations to treat contact names in Creatio:

  1. 1.- Adjust the System Setting called: ContactFieldConverter (Order of first/last names) to Creatio complete Full Name based on the specified selection
  2. 2.- You must select one of the provided choices to Creatio convert the Full name of the contact, see the image
  3.  

3.- Have in consideration Contact field names are as follows (Code/Title):

  • - Full name: Name
  • - First Name: GivenName
  • - Middle Name: MiddleName
  • - Last Name: Surname
  • 4.- Also, if you need to display some of the contact name fields, you need to add them in the Contacts_FormPage

Regards

 

Julio Falcón

Hello !

We're also adding API contacts
I don't fill in the GivenName or Surname when I create the contact, just the Name.
If I check the database, the GivenName and Surname have been filled in.

Julio Falcón (NoCode-Services),

Thanks Julio! My query is little different. I am sending GivenName and Surname using API. Creatio system is creating Full Name automatically using GivenName and Surname. In the contact section list I see Full Name populated; but GivenName and Surname are blank. How can I get GivenName and Surname to display on the section list? Screenshot:

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How to hide Canceled and Closed cases in Agent Desktop?
https://i.imgur.com/uGPHS3Z.png

 

This is the queue config: https://i.imgur.com/LibhjZ3.png

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I'm trying to filter records of one list by the selection from the other. The example is:

 

I have a Contract record. On the Contract record I added an Invoice list (related to Contract). Under the Invoice list I have a list of Invoice Items (related to Contract and to Invoice, each Invoice can have multiple Invoice Items).

 

I added a checkbox "Selected" on the Invoice and wanted to do it that way, that user clicks "Selected" on the Invoice and saves the record, and then the Invoice Item list is filtered by the Invoice, which has the Selected flag set to True. This doesn't work, system says the query failed, plus when I add "Selected" flag on Invoice Item list (from related invoice record) it's never selected (although on Invoice it is).

 

Do you have any other ideas on how to enable user to see on one page the invoice items for the invoice they select? I tried it with quick filter as well, but I cannot seem to make a filter to show only the invoices related to the opened contract.

 

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Hi,

I performed a test load of 30 records into the Account addresses object, the first 30 records were imported but when attempting to re-import those records, the wizard returns this error: 

Column CountryName value cannot be obtained because it has not been loaded.

When i checked the values in the Country lookup, the values its rejecting are already loaded in the lookup, so it doesn't make sense that its saying its not loaded. There maybe something i'm missing here and i would love to know if anyone has experienced this issue in the past. 

Thanks!

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I am using creatio API to get the object collection data from Creatio, in which lookup values have Ids. I want to replace those Ids with their Name saved in look ups. 

 

@Community, My question is, how can I get data of specific look up from Creatio using creatio API Odata4

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Hi All,

 

I need to create a web service to integrate with an ERP. I have a list with all endpoints, methods and parameters.

 

Is there a way where I can import the data from an Excel file into the web service in Creatio or any other way where I don´t have to create one by one?

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Hello!


Unfortunately, this option is not available. We will register the idea with our development team so they can implement the option to import services.


Thank you for helping make Creatio better!

Best regards, 
Orkhan

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