Hello,

I was trying to Create a random SQL View in Creatio Cloud and wanted to check if I can access it's records through Creatio Odata API. I followed below steps.

    1. Created  below simple SQL view in Creatio to display account and their annual revenue. 
    

IF EXISTS (SELECT * FROM sys.views WHERE object_id = OBJECT_ID(N'[dbo].[UsrVwAcctRevenuesT]'))
            DROP VIEW [dbo].[UsrVwAcctRevenuesT]
            GO 
            CREATE VIEW [dbo].[UsrVwAcctRevenuesT] AS
            SELECT Account.Id AS UsrId, AccountAnnualRevenue.Name AS UsrRevenue
            FROM Account  LEFT OUTER JOIN AccountAnnualRevenue  ON 
            Account.AnnualRevenueId = AccountAnnualRevenue.Id
            GO
   

        

    
    2.  I created new object in Creatio with same name (UsrVwAcctRevenuesT) as that of my SQL view with columns as "UsrId" (GUID datatype) and  "UsrRevenue" (TEXT data type with 50 chars) and kept same title.

 

    3. I marked above object as "Represents Structure of Database View" and set Id as "UsrId"
    
    4. Saved, published and compiled above new object.
 

But now when I tried to access it from Creatio Cloud through odata using below URL, 
https:///0/odata/UsrVwAcctRevenuesT
 

I am getting below error.

 

{"error":{"code":"","message":"An error has occurred.","innererror":{"message":"The 'ObjectContent`1' type failed to serialize the response body for content type 'application/json; odata.metadata=minimal'.","type":"","stacktrace":"","internalexception":{"message":"42P01: relation \"public.UsrVwAcctRevenuesT\" does not exist","type":"","stacktrace":""}}}}

 

Am I missing anything ?

Thanks.

 

Like 1

Like

3 comments

Hello!

 

To resolve the issue, please try to do the following:

  1. 1) Navigate to the configuration
  2. 2) Generate source code for all schemas
  3. 3) Compile the application
  4.  

Have a nice day!

Arsenii Ostapyk,

Hi,

I followed above steps . But still getting the same error.
 

Hi,

 

To verify is the View and all its columns have been correctly created and are accessible for the configuration, please create a lookup of this view, display all its columns on the page and check if there are any records appearing.

 

If not, then it means that the view has been incorrectly created.

Show all comments

Hello,

 

Is it possible to send/convert a document to base64 and send it to an external API from Creatio?

Example:
 

A)


B)

 

 

Thanks.

 

Like 0

Like

0 comments
Show all comments

Hello community,

 

Is there any way how to check what happened with test emails? 

 

I'm wondering because I have a strange situation when for one template I successfully receive message while for another I don't. And my intention is to somehow check whether test email was actually sent or it wasn't due to, in particular, some internal errors in template (I imported the template as a html code, maybe there are some invalid tags that doesn't allow to create message properly)

Like 0

Like

1 comments

Hello,

Unfortunately, there is currently no way to check if a test email has been sent. We have created a task to review this logic and improve it in the next releases.

Best regards,
Antonii.

Show all comments

Hi,

How to do Attachment* as mandatory?

Like 2

Like

2 comments

Hello,

Thank you for your request. Unfortunately, it is not possible to make the Attachment required using custom methods as it is a detail.


However, as a workaround using l development, you can implement following validation script (sample for Activities) in object process for Validating message:

UserConnection userConnection = context.UserConnection;

   Select select = (Select)new Select(userConnection)
            .Column(Func.Count("Id"))
            .From("ActivityFile")
            .Where("ActivityId").IsEqual(Core.DB.Column.Parameter(Entity.Id));
       
if (select.ExecuteScalar<int>() == 0)
            throw new Exception("Attachment is required");

return true;

Halyna Parkhomenko,

 

Hi Halyna ,

Can you tell me in detail where I can put this code and where it runs inside Open Process?

 

Show all comments

the object in Freedom UI. 

Like 0

Like

1 comments

Hello!

Could you clarify your problem and provide more information about the actions you have taken?

Regards,
Anton

Show all comments

We are trying to copy all attachments posted in an object's feed to the attachment's section of the object in Freedom UI. 

 

Here's the scenario, we created a section to hold data about all our subcontractors. The users are leaving comments and docs in the Feed, but we want all those same docs to copy over to the record within the attachments section. 

 

I have used the file transfer function the business processes but the feed not your typical object.

 

Like 0

Like

1 comments

Good day,

Could you please specify whether the you are trying to copy over are stored as, for example, "Feed uploaded file"?
Feed uploaded file

Have you attempted using a process element "Process file" mentioned in this article? 

 

If so, please let us know, what exact error you are experiencing.

Thank you in advance!

Show all comments

Hello, Community!

 

We are using Power BI Desktop to develop reports, which are then published to the Power BI Web version. However, we would like to set up a data gateway to connect to Creatio, which is hosted in a cloud environment.

We found this post https://community.creatio.com/questions/how-configure-gateway-power-bi-service-creatio mentioning this setup, but we were unable to configure it successfully.

Has anyone managed to set up a gateway to connect Power BI Web to Creatio Cloud? If so, could you share the necessary steps?

Any guidance would be greatly appreciated!

Like 1

Like

10 comments

Hello Inês,

Could you please provide an exact description of the issues that occurred?

Oleksandr Bilousko,

Hello, 

I share the steps that are being carried out: 

 

  1. 1. On my OnPremisses machine, where I have the gateway, I installed the custom connector from Creatio. After installing is visible on gateway console (image 1)

 

Image 1

2-    On PowerBIService (PowerBi web) I have created a connection, using that gateway. Specified Connector Type Creatio and entered all the credentials. (image 2)

( After step 1, its visible on the connectors list of that gateway the connector type Creatio.)

Pré-visualização da imagem

When Testing the connection Im getting the following error  “The Name Creatio.Contents wasn´t recognized…” (image 3)


Pré-visualização da imagem

 

Inês,


Several screenshots, sadly, are not available.
Could you send it again, please?

Oleksandr Bilousko,

Hi, 

 

Image 2: 

 

Image 3

 

Do you use add-on to Power BI? 
We couldn't connect Power BI cloud - https://community.creatio.com/questions/connect-powerbi-creatio-odata

Inês,


Did you manage "Gateway and cloud connections"?
It's a link between your dataset and the data source in the gateway.

What do you have here?
For example,

 

 

Hello, 

 

I'll share the answers: 

Did you manage "Gateway and cloud connections"? Yes,, we did. 

We have the name of the connector we have created and mapped to the GatewayY (GatewayY to my onpremisse server). 

 

This configuration is business as usual for us, since we use the same GatewayY for other conectors types. The only thing new here is the type of connection Creatio.

 

Like showned previously, when we create a Conection, we specificy the Gateway (GatewayY),  we select type of conection (Creatio) and also  we specify credentials.

Ending this operation its made a "Test of conection"  and the result is a error that says "GatewayY: The name 'Creatio.Contents' wasn't recognized.  Make sure it's spelled correctly."

 

 

 

Inês,


Let's try "Skip test connection" and specify Privacy level to 'None"
On my local machine, after applying these settings the connection passed well

Oleksandr Bilousko,

 Hello, 

 

Thanks for the reply/sugestion. 

 

"On my local machine, after applying these settings the connection passed well" : ts true, selecting "skip test conection" allows you to create the connecton but at the end the problem remains.", the conection fails / does not work. 

 

Did you achieved to refresh any dashboard with that connection? 

 

Thank you. 

Inês,


"Did you achieved to refresh any dashboard with that connection? "
Yes, I did. But my example was taken from Creatio trial.

 

 



Maybe you should try to set up it in a trial too. Just to exclude that your production has any specific configuration that we didn't take into account.

Show all comments

Hi Community,

 

Our customer has requested a bar code scanner inside Creatio, so they can scan products and check its information.

We have multiple ways of doing this:

 

  1. WebApp (Custom Component) that opens the smartphone camera;
  2. WebApp (Custom Component) that establishes a connection to a scanner device (for example a Zebra Scanner);
  3. Bar code scanner in the mobile app, which we will be able to configure as described here https://academy.creatio.com/docs/8.x/resources/release-notes/8-2-1-energy-release-notes#title-2782-13.

     

For our use case, we will be using the first option, since option three is not available at the moment.

 

After some digging, we discovered that there are multiple libraries that could help us implement this use case. However, we decided to post this question to know if someone has already implemented something similar, or at least tried to. So, we can share the know-how behind it.

 

Thank you.

Like 3

Like

2 comments

Have not tried, also looking forward to some knowhow. Not just to scan, but also to generate for event registrations for example. 

I have integrated a barcode scanner with Creatio. We've used a simple bluetooth barcode scanner connected to the device (in our case it was a tablet with full Creatio open in the browser). Most barcode scanners work just like a connected keyboard. When a barcode is scanned it sends the "text" value of the barcode to as input, just as if it were typed in. In my solution, we had a page that opened and we set focus to a text/input field on the page and dislayed some message about "waiting for barcode" for the user. Then, once scanned, the text value of the barcode scanned triggered a change event for the text/input field and we then did the action needed for the barcode (which in our case the barcode was a vehicle VIN, so we then used an API to get the vehicle details for the scanned VIN). All really simple to be honest. Using this approach, thinking of the barcode scanner as text entered by an input device, just like a keyboard, it all turned out to be really easy to work with.
Hope this helps.

Ryan.

Show all comments

Hi everyone,
 

I am looking to replace the AttachmentList component on the Leads form page with a DataGrid component that uses the FileLead (Lead attachment) entity. The goal is to disable the downloading of attachments.
 

However, I’ve encountered an issue where the Name column in the DataGrid appears as a hyperlink, which attempts to navigate to a non-existent form page for the FileLead entity (refer attachment below with the navigation URL at the bottom left). Since FileLead is an attachment entity, it ideally should not have navigation associated with it, even when displayed in a list.

image
 

Interestingly, other sections like Contacts and Attachments are functioning as expected—the Name column in those sections is not hyperlinked to any entity page.
 

This behavior appears to be a product bug. Could anyone else confirm if they are experiencing the same issue?
 

Best regards,
Ramya

Like 0

Like

1 comments

Hello!

This does not seem to be a basic problem. 
Please contact our support team to help resolve the issue - support@creatio.com

Best regards,
Anton

Show all comments

Hi,

I have a minipage that has lookup (contact) and whenever I try to add a new non-existing it suggests it as "New ContactName" which is nice, but when I click that, it opens the contact minipage and closes the original minipage and doesn't re-open the original minipage after I closed the contact minipage upon saving.

Do you have any idea of a better approach than making a custom modal?

Like 0

Like

2 comments

I found this code segment in LookupQuickAddMixin and I want to know where can I change the value of UseSilentCreation?
 

/**
		 * Checks that entity has mini page add mode allowed.
		 * @private
		 * @param {String} entitySchemaName Name of the entity.
		 * @param {Array} [additionalDefaultValues] Additional default values.
		 * @return {Boolean} True, if feature UseSilentCreation is turned off, and entity has add mini page.
		 */
		_needOpenMiniPage: function(entitySchemaName, additionalDefaultValues) {
			const entityStructure = this.getEntityStructure(entitySchemaName);
			if (!entityStructure) {
				return false;
			}
			const notUseSilentCreation = !Terrasoft.Features.getIsEnabled("UseSilentCreation");
			const editPages = entityStructure.pages;
			const typeLookupItem = additionalDefaultValues?.find((item) =&gt; item.attributeName === "TypeLookup");
			let page;
			if (typeLookupItem) {
				page = editPages.find((page) =&gt; page.UId === typeLookupItem.value);
			}
			page = page || Terrasoft.first(editPages);
			const hasAddMiniPage = page?.hasAddMiniPage;
			return notUseSilentCreation &amp;&amp; Boolean(hasAddMiniPage);
		},
 
		/**
		 * Open page or mini page for new entity record.
		 * @protected
		 * @param {Object} newEntityConfig Entity config.
		 * @param {Object} newEntityConfig.entitySchema Entity schema.
		 * @param {String} newEntityConfig.entitySchemaName Entity schema name.
		 * @param {String} newEntityConfig.columnName Column name.
		 * @param {String} newEntityConfig.displayColumnValue Display column value.
		 * @param {String} newEntityConfig.valuePairsFromFilters Default values that were sent from filters.
		 * @param {Array} newEntityConfig.additionalDefaultValues Additional default values.
		 * @param {Object} viewModel View model context.
		 */
		openPageForNewEntity: function(newEntityConfig, viewModel) {
			var cardConfig = this._getNewEntityPageConfig(newEntityConfig);
			this._subscribeNewEntityCardModuleResponse(newEntityConfig.attributeName ?? newEntityConfig.columnName, cardConfig, viewModel);
			if (this._needOpenMiniPage(cardConfig.entitySchemaName, newEntityConfig.additionalDefaultValues)) {
				this.openAddMiniPage.call(this, cardConfig);
			} else {
				this._networkUtils.openCardInChain(cardConfig);
			}
			this.set &amp;&amp; !newEntityConfig.attributeName &amp;&amp; this.set(newEntityConfig.columnName, null);
		},

Hello,

 

It seems that this was already customized since OOB does not allow adding new records to the lookup inside the mini page.

 

As for the UseSilentCreation - it's a system feature with the UseSilentCreation code according to the code in the very same LookupQuickAddMixin

Go to 

 

/0/Nui/ViewModule.aspx#Section/AppFeature_ListPage - for old UI

/0/Shell/#Section/AppFeature_ListPage - Freedom UI

 

find the UseSilentCreation feature (if the record is not present there - create it and enable it for all employees role) and relogin to the app.

Show all comments