Hi community,

 

I need to disable the automatic opportunity amount update triggered by "CalckOpportunityAmountAfterSevedScriptTask" in the "OpportunityProductInterest" event

How can I do that?

Which is the best way?

Thank you in advance

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Hello,

One of the ways to disable this logic is to override the method CalckOpportunityAmount, in order to do so you need:

1) Create a replacing object for the OpportunityProductInterest in your package

2) In it click "Open Process"

3) Add the following code to the Methods tab

Hi Dmytro,

thank you for your reply.

I tried but it does not work, my custom package is an assembly package.

Any idea?

Weird, it worked for me when I added this code to a Custom package.

Try adding it there and see if it works. Also, try compiling the configuration and see the result.

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Hi Everyone,

 

In our invoices we have a attachments linked as Invoice Attachements. I was to display any attachments from there in my Invoice Report. How can I do that? It isn't showing any option to me

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Hello Hassan,



You can just display some parameter's for example quantity:

 

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Hello,

we use Asterisk for our call center, and would like to handle call forwarding properly :

for now, in the case of call forwarding, the talktime is recorded on the first call receiver, we would like to record the talk time to the proper user.

 

In our system, the [Call] object has some fields which are not populated : RedirectingId, RedirectionId.

If it was, it would allow us to make a process to fix this.

 

Is there a way to populate the RedirectingId and RedirectionId ?

Or is there another way to reach our goal ?

 

Regards,

Patrice

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Hello, 

At the moment, filling in the fields ParentCallId, RedirectingId, and RedirectionId is not implemented. When a call is redirected, three records are created:

  1. The incoming call that arrived for the user.
  2. An outgoing call is created by the user when transferring the call to another user.
  3. An incoming call for the second user who accepted the transferred call.

Unfortunately, based solely on the call statuses, it is not possible to definitively determine whether the call was redirected according to the system's data. As an option, you can try implementing logic to populate the aforementioned fields as part of your project.

In [Call] object, there is also IntegrationId field, which is filled with a concatenation of time stamp and ids but i can not figure what these ids are related to...

Hello,

 

For each of the operators, the time will be recorded following the same logic: when the phone started ringing when it was picked up, when it was put on hold, and when it was hung up.

 

In this case, it is necessary to clarify how transferring a call to another operator affects the call duration of the first operator. The first operator is no longer speaking with the customer, so where is this time supposed to be added?

Conversely, the second operator to whom the call was transferred, had not been speaking with the customer before the call was transferred to them, so where should this time be attributed?

Hi Sergii,



According to the developer documentation, the transfer does not seem to be really handled, there is start / hold / drop events, not transfer.



Maybe it's still something to be ?

Maybe i'm misunderstanding the way phone actions actually works ?

Maybe it's a Asterisk configuration thing or something ?

Hello, 

At the moment, filling in the fields ParentCallId, RedirectingId, and RedirectionId is not implemented. When a call is redirected, three records are created:

  1. The incoming call that arrived for the user.
  2. An outgoing call is created by the user when transferring the call to another user.
  3. An incoming call for the second user who accepted the transferred call.

Unfortunately, based solely on the call statuses, it is not possible to definitively determine whether the call was redirected according to the system's data. As an option, you can try implementing logic to populate the aforementioned fields as part of your project.

Is the functionality that populates the parentId and redirectionId fields, available in the new Asterisk connector ?



actually, we have not found how to identify that it is a transfer with the 3 lines created. 

Hello, 

 

Currently, for the AsteriskV2 connector, the fields RedirectionId and RedirectingId are not populated. However, we have plans to implement this in the future. We have already registered the idea for our R&D team to implement this functionality in further releases.

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Question

Hello all,

 

I am trying to connect a landing page using Webhooks and Gravity Forms, following this community page.https://community.creatio.com/articles/how-connect-wordpress-forms-crea…

 

I'm trying to follow the steps to set up a Webhook in Creatio and when I got to the Web forms and landing pages, the "Click to get your webhook URL" button doesn't seem to to anything. Is the URL supposed to be sent to me somehow?

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Many systems are missing the API settings for creating the Webhook API keys. If you switch to Freedom UI Shell you'd be seeing an error message like this: 

You'll need to contact support for them to get the settings enabled for you to create the keys.

Ryan 

Many systems are missing the API settings for creating the Webhook API keys. If you switch to Freedom UI Shell you'd be seeing an error message like this: 

You'll need to contact support for them to get the settings enabled for you to create the keys.

Ryan 

Hello,



In order for us to assist you in resolving this issue, please contact customer support.

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Hi, we´re using a mini page to create requests but we are looking for a way to move from the mini page to the form page of the request. ive tried using two buttoms, one with the save data action and other with the "continue in next page" action but im having ussues with the page filtes on the form page. this could work if we save the record and the minipage stays open but it close after saving the record. 

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Dear Sean,

 

The following button was added in 8.0.10. This button will help to you to move from mini page form to form page quickly.

 

Regarding the mini pages closing after the data was added. This is the basic logic of mini pages, they were created to collect quick information, add it to the record and close.

If you want the page to stay open, please consider other options, like adding data directly on the record. 

 

Best regards,

Creatio Support Team

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Hi everyone,

 

We have 3 different objects that sends data to one single object(which is referred to as a report for us). When we are deleting something from one of our 3 objects, the data isn't getting deleted from the report and it asks for permission due to which we are unable to delete data through a process. How do I bypass this? So that any data deleted from one of the 3 objects also automatically deletes data from our report object. Thanks!

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Good day,

Unfortunately, we don't have enough initial information to understand the cause of this error. Please provide a screenshot of the error.

 

Despite the error, is a record from one of these 3 objects deleted?

 

You also mention that you suspect a permission issue. This may indicate that the user doesn't have sufficient rights for records or operations with one of these objects.



https://academy.creatio.com/docs/user/setup_and_administration/user_and…



Please check if the user has permissions for deletion or editing of the object from which you are trying to delete, and also within the "report" object.

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Hello!



Can we use Field name or Element code in Freedom UI code?

Or can we give normal name to attributes in designer ?

 

Otherwise code is totaly unreadable 

Thank you!

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I agree. It is the #1 most frustrating thing about using Freedom UI. I spend way too much time trying to figure out the attribute names for columns - I already know the column name, I should be able to use that. I don't know why it doesn't just create the attribute name to match the bound column name (at least for the Primary datasource). 

Here's a scenario I find myself in often: I customize an existing Freedom UI page, such as Cases_FormPage. I need to know the attribute for a column that exists on the base Cases page, such as account. This attribute name cannot be found in my custom version of Cases_FormPage since I didn't add that column to the page, it exists on the base Cases page (since the attribute will only exist in the viewModelConfig of the version of the page that added the field). So now I have to go open the code for the base Cases_FormPage to find what the column's attribute is named there (since it won't exist in my custom Cases_FormPage). All this takes way too much time since I have to do all of this for any column I need to reference in the code. It's aggravating - it was the very first issue I reported about Freedom UI. This will only become more complicated as there becomes more layers to the page in the dependencies. You'll have to search through all the layers to find the one that added the column so you can get what the attribute name is.

I've started using a module that determines the attribute name for a column at runtime, which has been working for most cases so far. See how to get the attribute name for a column here:  https://customerfx.com/article/programmatically-determining-the-bound-a…

I'd at least like to see something built-in that allows you to get/set column values based on the column name (and it figures out the attribute name for you) and allows for stuff like request.$context.setValue("ColumnName", "some value") etc

Ryan

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Hello,

 

is it possible to make some Approvals (set for exact user) available for his manager? For example, when user is on vacation, his manager can approve

 

Thank you!

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Hi Vladimir,

 

All managers in your organization will automatically have full access to the user rights of their subordinates in Creatio.

So it's not necessary to configure delegation.

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Question

Hello all,

 

I have need for a client to build a way to upload a file to Sharepoint from Creatio. I found a potential method using Python but I am unclear on if I can execute the code with Creatio.

 

Is this something that can be done? I haven't been able to find confirmation either way in the documentation.

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Hello Kevin,

 

You won't be able to use Python inside Creatio app and a possible implementation should use a custom webservice that will send requests from the app.

 

Alternatively there is this marketplace app that was designed to implement SharePoint integration - https://marketplace.creatio.com/app/sharepoint-integration-creatio

Since Creatio's server-side code is all C#, It would be a better route to use C#.  There's likely far more examples online of using C# with Sharepoint - plus Microsoft has a C# client library to use for doing this sort of thing which makes the job easier.

Ryan

Are you trying to upload a file to an object using the API With Python?  I c created a Python script the downloads a Printable, sends it to a Mail Service that prints and mails it. Once it is delivered, it grabs the Signature file  and Uploads it to the object using the API.  Python is run on a local server not in Creatio.

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Hello,

 

I would like to know if it is possible and how in Freedom UI

1. Filter lookup-fields in editable detail (we have set filters for Modal page of the detail, but in editable detail they don't work)

2. Hide adding new values in lookup in editable detail (it is easy to do for the single field on the page, but cannot find this for field of detail)

3. Make field required (or filtered) based on condition (on other fields in the record. For example, if you select 'Other' in one field, Notes is required)

 

Thank you very much!

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Hello!

 

Unfortunately, there is no opportunity as of now to filter lookup-fields in editable detail. We've registered it in our R&D team backlog for consideration and implementation in future application releases.

 

Regarding your second question, could you please provide a screenshot for a better understanding of the issue?

 

Regarding the third question, unfortunately, there is also no possibility to set up. We've registered it in our R&D team backlog for consideration and implementation in future application releases.

 

Thank you for helping us to improve our product.

Mariia Sorochan,

Thank you for the answer. Do you know when it is planned to be released? 



Kind regards,

Vladimir

Hello!

 

Unfortunately, as for now, we don`t have any ETA for it, but the R&D team is planning it for future application  releases.

Mariia Sorochan,

I would like to second Vladimirs first request. Please bring filtering to editable details lookups again. Makes no sense to remove such a useful feature from the classic UI, and our team needs this feature for a current clients project. 

Please bring it up with the R&D team as soon as possible and let us know. Is there any reason it was removed? Is there any way to achieve the same result in other ways?

Per Näsström,

I think, this is not removed, but just not implemented in Freedom UI yet

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