This is done in the same way with the only difference that:
1) Existing AccountProfileSchema should be replaced
2) In the diff array of the replaced AccountProfileSchema you need to add 3 new fields.
I've also previously showed how to add new columns to the same profile schema, but in the OpportunityPage (here). Same approach here should be used to add new columns.
This is done in the same way with the only difference that:
1) Existing AccountProfileSchema should be replaced
2) In the diff array of the replaced AccountProfileSchema you need to add 3 new fields.
I've also previously showed how to add new columns to the same profile schema, but in the OpportunityPage (here). Same approach here should be used to add new columns.
I have a use case where I need to make every field in every section of a mobile application read-only for every user in freedom UI. How can we accomplish it? Can someone help?
Then, you can add the following to the module, in this example I've made a module for the account edit page and this will make the Type field read only.
Then, you can add the following to the module, in this example I've made a module for the account edit page and this will make the Type field read only.
I have tried the implementation but it's still editable in the mobile application. I followed the steps in the Manifest module in the Models section under the PageExtensions I have added the module I have created as shown in the screenshots below
Often after adding code in modules for the mobile client you have to open and save the mobile wizard before the clients will get the change (it sets something to notify the mobile clients that there are changes to retrieve)
I have a use case where I need to make every field in every section of a mobile application read-only for every user in freedom UI. How can we accomplish it?
Column settings in the section wizard are not transferred to the mobile application, same as business rules. You can only make a field read-only via development.
A detailed description can be found at the Academy, property "ReadOnly":
Then, you can add the following to the module, in this example I've made a module for the account edit page and this will make the Type field read only.
I'm calculating the response and resolution date in the case through a business process using the "Add Business Days" user task but is not working, it appears the error:
I think this happen because is not compatible with postgress sql. Do you know if there is another user task or feature I can use to perform this calculation?
The problem here is that this user task is written for MSSQL, and there is a query that looks like this:
var selectQuery = new Select(_userConnection) .Column("dow", "Code").As("Code") .From("DayOfWeek").As("dow") .InnerJoin("DayInCalendar").As("dic").On("dow", "Id").IsEqual("dic", "DayOfWeekId") .InnerJoin("DayType").As("dt").On("dic", "DayTypeId").IsEqual("dt", "Id") .Where("dt", "IsWeekend").IsEqual(Column.Parameter(1)) .And("dic", "CalendarId").IsEqual(Column.Parameter(calendarId)) as Select;
We are interested in this line: .Where("dt", "IsWeekend").IsEqual(Column.Parameter(1))
In MSSQL, boolean columns are represented as 0 and 1 (false and true, respectively), whereas in PostgreSQL, they are represented as true and false. To address this issue, there are a few options:
- Avoid using this line of code and find an alternative way to filter the data without relying on the boolean comparison directly.
- Reach out to the addon developer and ask them to make the necessary adjustments to handle the PostgreSQL boolean representation.
- Try searching for a PostgreSQL-specific cast or conversion function that can convert an integer (1 or 0) to a boolean (true or false).
Can a Creatio user (lets assume a sales agent) provide any user under the Creatio administrator role access to impersonate him/her (to troubleshoot certain issues) just like we do with support support using 'external access'- as documented in this link: https://academy.creatio.com/docs/7-17/user/setup_and_administration/sec…
Unfortunately, users without the "System Administrator" role cannot grant permissions under the "Supervisor" user - which is the "System Administrator".
I want to know how does Creatio use Negative values? In Integers and Decimals.
In our system, we have loads for our employees and sometimes employees complete more loads & less loads (Negative loads) then what they are allotted. So I just wanted to know if I can just use a single variable and store both values? as + and - ?
The documentation says we can add up to 3 custom sections on the Creatio Portal. Does this refer to only the new objects that I setup (as sections) from scratch or in other words objects that are not available as Out of the Box section, or does it refer to even from the Base set of Sections (For example: Product, Contracts & Invoices) that I might choose to add to the portal?
Additionally, if I create a custom object from scratch and define it as a detail (instead of creating it as a standalone section) within a portal section can I bypass this limitation of the portal license?
Yes, this is what I was told by support, and also confirmed by attempting to add other base sections in the portal (they didn't show up at all).
For customer portal, you can only expose the base sections: Applications (only applies to FinServ Creatio), Documents, KB, Cases, and 3 custom sections.
Yes, you can expose these as details on a section that is exposed in the portal. They just can't be "sections" - meaning cannot be on the nav workspace and have list page etc.
A custom section is a section you've made from scratch using the section wizard. Not an existing section that you've exposed as a section in the portal (such as Product, Contracts, Invoices, etc). Additionally, many ootb sections are not allowed to be exposed in the portal. See the table in this academy article, if it's not listed in the list of allowed sections it can't be exposed in the portal https://academy.creatio.com/docs/user/more_apps/portal/overview/portal_…
However, a lot of this changes with the switch to "external users" from "portal users" with the new composable pricing/model.
This is very helpful Ryan, however in the link you pasted, I can only find one table (and not the list the possible sections?) and it says the Customer Portal only offers the following:
[ Documents ] (if available in the main Creatio application)"
Does this mean I cannot add the any more Base Sections to the Customer portal and additionally, if I these 'custom' objects were set up as sections, can I overcome the portal limitation by just listing them as details?
Yes, this is what I was told by support, and also confirmed by attempting to add other base sections in the portal (they didn't show up at all).
For customer portal, you can only expose the base sections: Applications (only applies to FinServ Creatio), Documents, KB, Cases, and 3 custom sections.
Yes, you can expose these as details on a section that is exposed in the portal. They just can't be "sections" - meaning cannot be on the nav workspace and have list page etc.
I am trying to configure an instance in 8.0.10 using Changes, Problems, and Configuration Items however the sections are not appearing either in Freedom or Classic UI. Have they been removed? I can see the objects still in the Configuration screen but they are not appearing in Workplace Setup.
At the moment we are carrying out preparatory work to move the product line from large products to composable applications and to comply with the upcoming release of the new pricing.
As part of this work, ITIL sections (including the Configurations section) have been removed from the builds for the new sites. For backwards compatibility when upgrading, the ITIL functionality packages remain on the existing sites.
