We're looking to use the new Autonumber field feature on Leads to replace an existing custom field that we created to do a similar thing before this feature was available. We want the autonumber to start not at 0000001, but at where the other number left off (which now is 1026579). Hoping there's a setting somewhere I can make this change to utilize this feature. 

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Lena Smetnenko,

 

While there is no yet interface that would allow the user to configure this manually, the following steps need to be performed.

Instructions:

  1. Determine the UId of the auto-numbered column.
  2. Using the script, set a new number for the column. In the examples, "4a40180c-61bf-de86-2f08-b05852a5ea6d" is the UId of the auto-numbered column, and "1" is the next value from which the auto-numbering will start.

MSSQL script:

ALTER SEQUENCE [4a40180c-61bf-de86-2f08-b05852a5ea6d] RESTART WITH 1;

 

PostgreSQL script: SELECT setval('4a40180c-61bf-de86-2f08-b05852a5ea6d', 1, false);

 

 

Hello Andriana!

 

In order to reach the goal, you need to find a system setting with the code "CaseLastNumber" and set its default value to the prefered one from which the autonumber shall start.

Kyrylo Iudin,

Hi Kyrylo, what about when we have created a new section in Freedom UI designer and used autonumbering feature there? What system setting is used for that? 

Lena Smetnenko,

 

While there is no yet interface that would allow the user to configure this manually, the following steps need to be performed.

Instructions:

  1. Determine the UId of the auto-numbered column.
  2. Using the script, set a new number for the column. In the examples, "4a40180c-61bf-de86-2f08-b05852a5ea6d" is the UId of the auto-numbered column, and "1" is the next value from which the auto-numbering will start.

MSSQL script:

ALTER SEQUENCE [4a40180c-61bf-de86-2f08-b05852a5ea6d] RESTART WITH 1;

 

PostgreSQL script: SELECT setval('4a40180c-61bf-de86-2f08-b05852a5ea6d', 1, false);

 

 

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I have tried to add a business rule in app, when the page is in "freedom UI" mode it does not work, but when i uncheck the freedom UI it works.

Same when adding actions to mobile!

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FreedomUI mobile for now supports business rules for the object job can set it with a business rule designer. Page business rules for mobile FreedomUI can set up only in metadata mode.

Web pages are Classic or Freedom UI? Business rules for object work only if you use Freedom UI in mobile and web versions (if web version pages are classic and only mobile is Freedom it doesn't work).

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I want to show column with cdde "UsrCapacite_camion" when field with code "UsrSegmentClient"=Distribution .

This is my code :

and here is my manifest:

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Hello,

 

It seems that the UsrSegmentClient column is a lookup and you need to use an actual Id here, not display value of the lookup (in the value: 'Distribution' part specify an actual Id of the record instead of the 'Distribution' value). That's why the rule doesn't do anything.

Oleg Drobina,

Hello,

Nothing changed unfortunately

!

 

developer,

 

Hello,

 

Indeed, tested the same locally and it didn't work. I've discussed this with our R&D team and in FreedomUI old approach with mobile app business rules won't work anymore, only in old UI. They also have a task to make it possible to develop business rules in Freedom UI using standard wizard in mobile app and they've prioritized this task.

Oleg Drobina,

Hi,



I read in 8.0.8 release, that 'Creatio mobile app now supports the operation of object-level business rules both online and offline.'



But as I've tried to use Object-level business rules, they works in web app, and don't work in mobile app (in both online and offline mode)



What then was mentioned in release note?



Kind regards,

Vladimir

Hi,



Any updates about business rules in mobile application using freedom ui ? as the business rules work only on old UI what approach to follow ?



Thank you in advance for your time and help,

Malek Sghaier,

 

If these are general business rules, it is better to configure them at the object level. In both mobile and web applications, these rules complement each other. Please find more information here

 

Business rules for the page itself can only be configured through metadata development.

 

 

 

 

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This is my Tab in Account section, i have been trying to delete "Service" and "Sales"8 tabs but they don't appear in section wizard. 

here is my account tab :

here is in section wizard: 

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That usually means your package doesn’t have a dependency on the packages that add those tabs. Check which dependencies your package has. Adding dependencies to the sales and service package will likely make them show up. 

Ryan

Ryan Farley,

it worked thank you 

 

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Hi community,

I have an AutoGeneratedPage element in a Business Process. I want to access its corresponding schema in order to do some frontend validadations.

Does the AutoGeneratedPage has its own schema ? 

Best regards,

Sasori

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Hello,

It didn't have its own schema, the whole point of this element is that it generates during a run-time. 

If you want to customize a similar page try using pre-configured. 

Hello,

It didn't have its own schema, the whole point of this element is that it generates during a run-time. 

If you want to customize a similar page try using pre-configured. 

Thank you Dmytro for the clarification! Thats what i did.

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Hello,

I have implemented a filter for a section using the getFilters  method which works fine on the Section page, but should not apply to the dashboard page. Is there a way to have the filter apply only to the Section grid but still leave the dashboard unfiltered?

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Not sure if this will work, but you could maybe try checking in the getFilters method which view the user is on, and if it's the dashboard view then don't apply the filter? Never tried this so not sure if it's too late at that point (or if it retrieves the data again when switching views or not)

To check if user is viewing dashboard view:

if (this.getActiveViewName() === "AnalyticsDataView") {
    // user is on dashboard view
}

I think you can override changeDataView to force it to reapply the filter (and retrieve data again). Something like this: 

changeDataView: function() {
    this.callParent(arguments);
    if (this.getActiveViewName() === "AnalyticsDataView") {
        this.sandbox.publish("ReloadDashboard", null, [this.sandbox.id + "SectionDashboardDashboardModule"]);
    }
    else {
        this.updateSection();
    }
}

Ryan

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Hey,

I've been searching, but I can't seem to find the function I want to override, it's the function that creates the "Run Process" button on the section page.

 

I want to disable it to users who aren't the Supervisor.

I've done something similar with the getViewOptions function so that only the Supervisor could change the column layout of the different sections.

 

Any help in finding the function I need to override would be appreciated!

 

Thanks in advance! 😁

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Hi Edo,

I've not tested this yet, but wanted to mention for you to try. That button does have an attribute that controls its visibility. The attribute is "IsProcessButtonVisible". The attribute, and populating of the menu items is done in the mixin "ProcessEntryPointUtilities". You can override the function "fillRunProcessButtonMenu" on BasePageV2 (or which ever specific page you want to do this on). Something like this: 

fillRunProcessButtonMenu: function() {
    if (UserIsSupervisor) {
        // call base function to populate menu and set visible
        this.mixins.ProcessEntryPointUtilities.fillRunProcessButtonMenu.apply(this, arguments);
    }
    else {
        // do nothing except ensure button not visible
        this.set("IsProcessButtonVisible", false);
    }
}

Again, I've not tested that, but I believe it would work.

Ryan

Hi Edo,

I've not tested this yet, but wanted to mention for you to try. That button does have an attribute that controls its visibility. The attribute is "IsProcessButtonVisible". The attribute, and populating of the menu items is done in the mixin "ProcessEntryPointUtilities". You can override the function "fillRunProcessButtonMenu" on BasePageV2 (or which ever specific page you want to do this on). Something like this: 

fillRunProcessButtonMenu: function() {
    if (UserIsSupervisor) {
        // call base function to populate menu and set visible
        this.mixins.ProcessEntryPointUtilities.fillRunProcessButtonMenu.apply(this, arguments);
    }
    else {
        // do nothing except ensure button not visible
        this.set("IsProcessButtonVisible", false);
    }
}

Again, I've not tested that, but I believe it would work.

Ryan

Ryan Farley,

Thank you very much!

This is exactly what I was looking for and is working great 😁

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Hello Community,

 

I need to add some libraries with the "using" statement in the "Script Task". The libraries that I want to add are the following ones:

using System;
using System.Collections.Generic;
using Twilio;
using Twilio.Rest.Api.V2010.Account;
using Twilio.Types;

Is there any way of adding them? 

 

Thank you very much!

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Click on any white space in the process to get the blue "Process" plane on the side. On the Methods tab you can add usings.

Ryan

Click on any white space in the process to get the blue "Process" plane on the side. On the Methods tab you can add usings.

Ryan

Ryan Farley,

Thank you for the clarification!

 

I have tried but I need to add previously the libraries to the site. Do you know how to add this library to the configuration for calling it later from the script?

You need to add the assembly to your package, there's an option for "Import" on the add menu.

I have tried and it works, thank you very much Ryan!

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Where can i see the Schema details in the Creatio to edit it.

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Hello,

 

In Creatio, you can access the Schema details and make edits in the Configuration section

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Hi Community,

1- Is there any set of practices to optimize Bussiness Processes ?

Ex- I already know that for 'Read Elements' we should only choose to read the fields we use through the process., and NOT all the fields of the Object.

 

2- Is it a good practice that for processes that are used often and that consume a lot of time, to replace the low code elements 'Add Data' od 'Modify Data' with user tasks ( C#) ?

 

Thank you

Sasori

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Hello,

 

There are indeed several practices that can help optimize business processes:

- Minimize unnecessary actions: Similar to your example of reading only the required fields, it's a good practice to minimize unnecessary actions within a process. This includes reducing unnecessary data queries, calculations, or validations that may not contribute to the outcome.

- Use conditional branching wisely: Avoid excessive or complex branching conditions within a process, as it can make the process harder to understand and maintain. Simplify the logic by using conditions that are essential to the process flow.

- Optimize data retrieval: When retrieving data from external systems or databases, consider using filters and conditions to retrieve only the necessary data. This can improve the performance of the process and reduce unnecessary data processing.

- Monitor and measure process performance: Regularly monitor and measure the performance of your business processes. Use the built-in analytics tools to identify bottlenecks, areas for improvement, and opportunities for optimization.

2. It would be nice to create processes with no-code, but Creatio coverts them to C# code

Hi Vladimir, thank you for your answer :)

So using a 'user task' insted of low a low code element doesnt actually improve the performance ?

What is you suggestion in improving the performance of a business process ?

Hi community,

Any up-date regarding this topic ?

Sasori

Hi Creatio community,

Any up-date regarding the topic ?

Sasori

Hello,

 

There are indeed several practices that can help optimize business processes:

- Minimize unnecessary actions: Similar to your example of reading only the required fields, it's a good practice to minimize unnecessary actions within a process. This includes reducing unnecessary data queries, calculations, or validations that may not contribute to the outcome.

- Use conditional branching wisely: Avoid excessive or complex branching conditions within a process, as it can make the process harder to understand and maintain. Simplify the logic by using conditions that are essential to the process flow.

- Optimize data retrieval: When retrieving data from external systems or databases, consider using filters and conditions to retrieve only the necessary data. This can improve the performance of the process and reduce unnecessary data processing.

- Monitor and measure process performance: Regularly monitor and measure the performance of your business processes. Use the built-in analytics tools to identify bottlenecks, areas for improvement, and opportunities for optimization.

It is generally recommended to use low-code elements like "Add Data" or "Modify Data" within processes whenever possible. These elements are designed to work efficiently with the platform's data structures and provide a simplified way to interact with the database.

Replacing low-code elements with custom user tasks using C# should be considered when there are specific requirements or complex business logic that cannot be achieved using the standard functionality. However, using custom user tasks introduces additional complexity, development effort, and maintenance overhead. It's important to carefully evaluate the trade-offs and assess whether the benefits of using custom code outweigh the potential drawbacks.

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