Is the printable template uploaded? Can you run/generate the printable normally? I believe I've seen an error like that when the printable record is missing the actual Word template file (but not sure if it's that exact error)

Ryan

Ryan Farley writes:

Is the printable template uploaded? Can you run/generate the printable normally? I believe I've seen an error like that when the printable record is missing the actual Word template file (but not sure if it's that exact error)

Ryan

I guess no. Do I have to upload a complete template as well? I just set up the columns in the reports and I haven't uploaded any template with it

Hassan Tariq,

Yes, there needs to be a template uploaded, even if it is just a blank Word doc. Without a template it will produce errors when trying to generate the printable.

However, what's the purpose of generating a printable to attach to an email with no content set up in the printable? (I assume you just haven't gotten to that part yet?)

Ryan 

Ryan Farley writes:



I have set up the rows & all information in Creatio. Didn't knew that I had to set up the report in word.

It looks like the answer is here : 

https://community.creatio.com/questions/customize-customer-box-under-ba…

Hello,

Unfortunately, there are really no such operators in the current version of the app.

Thank you for your comments, our development team is already aware of this need and is working on its implementation.

 

😲 (For 8.1 ? 🫤)

Damien Collot,

I hope, we will have in 8.1 everything that we had in Classic UI

Anyone?

Bump

Hello,

 

You can find answers to your questions in the documentation:

https://academy.creatio.com/docs/user/bpm_tools/business_process_admini…



https://academy.creatio.com/docs/user/bpm_tools/business_process_setup/…



https://academy.creatio.com/docs/user/bpm_tools/process_elements_refere…

Hello,



with element 'Process file' (https://academy.creatio.com/docs/user/bpm_tools/process_elements_refere…) you can generate reports and save them to attachments or send by email



Kind regards,

Vladimir

Hi Vladimir,

If I am understanding your question correctly, you can use the "flex column" layout component. If you add your fields to this, it will adjust depending on which fields are visible

The below is the component in the the Freedom UI editor, along with how it displays to the user when the final three fields are not visible. 

I feel we need more training/documentation to make full use of Freedom UI :)

Hello,



That's correct. In order for the elements to "move" if other elements are hidden, you need to place these elements within a Flex column container. In other cases, there will be empty space instead of the element.

We've taken your customer voice into account and have created a task for the responsible team to supplement such documentation.

Thank you!

Hello Julio,

The issue may occur due to the tool / program with which you are viewing the image. Please try to open it with browser or other available tool.

Best regards, 

Anastasiia

Anastasiia Zhuravel,

Thanks Anastasiia,

In chrome works, but if I want to add it to an MS Word document to complement documentation, this is what I get, https://prnt.sc/m-Md7Hne7mqq 

And if I want to open it on a SVG editor like Inkscape I get this another result, https://prnt.sc/lxuvQOyxDeXV

Please help

Regards

Julio

Hi Julio,

Thank you for informing us! 

We'll register a query for a responsible R&D team to improve the functionality. 



Best regards,

Anastasiia

Hello,

Sessions are created directly in the database by Insert and do not generate an event on the object. Business processes rely on events at the object. If it is not the happening process will not notice any changes. As for now, there is no option to track start/end of the user session via the process signals. Our R&D team responsible for this functionality is already working on implementing it in the future releases. I will forward your feedback to the team in order to increase the importance of this task.

Best regards,

Yuliya

Hi Community,

Any update regarding the topic?

Sasor

Hi Sasori,

we have done the following trick in onEntityInitialized

onEntityInitialized: function() {
 if ((this.isAddMode() && this.Ext.isEmpty(this.get("Number"))) || this.isCopyMode()) {
  this.set("Number", ".");
 }
 this.callParent(arguments);
 if (this.get("Number")===".") {
  this.set("Number", "");
 }
},

Hello Vladimir,

Thank you very much for the provided code!

I have tried this snippet and it doesnt work.

When I try to save the record ( the incremented value is still stored) even though in the page there is a black space.

Sasori

Hello,

Only overriding onEntityInitialized won`t be enough because there is also a server logic that sets the Number (ContractEntityEventListener schema). If you change only the onEntityInitialized, the system will still set a number if the contract was created using BP or integration.

If you want to turn it off you will need to also override ContractEntityEventListener:

 namespace Terrasoft.Configuration
{
	using Terrasoft.Core.Entities;
	using Terrasoft.Core.Entities.Events;
	using Terrasoft.Core.Process.Configuration;
 
	[EntityEventListener(SchemaName = "Contract")]
	public class UsrContractNewEntityEventListener : BaseEntityEventListener {
 
		#region Methods: Public
 
		public override void OnInserting(object sender, EntityBeforeEventArgs e) {
			base.OnInserting(sender, e);
			var entity = (Entity)sender;
			entity.SetColumnValue("Number", "");
		}
 
		#endregion
 
	}
}

Dmytro,

Thank you for the excellent response!

The last problem I am facing regarding this issue is when I 'Save' the record.

The 'Number' field is a mandatory field. Even though I put a value in Number i keep getting this pop-up:

Should I do any other modifications in the code ?

Sasor

Sasori Oshigaki,

It's not related to any customization described either by Vladimir and Dmytro (I've tested both codes and they don't result in this ""Number" field is required" message). You have some another customization that makes the "Number" field mandatory (custom code, business rule, column settings on the object side or on the page side), you need to find and disable it.

Hi Oscar,

The number field is a required field (this is how daily business needs it)

Problem is, that even when we enter the number and save the record, the message pops-up. (Number field is required)

Is this probably because the code in the server side should be like this :

namespace Terrasoft.Configuration
{
	using Terrasoft.Core.Entities;
	using Terrasoft.Core.Entities.Events;
	using Terrasoft.Core.Process.Configuration;
 
	[EntityEventListener(SchemaName = "Contract")]
	public class UsrContractNewEntityEventListener : BaseEntityEventListener {
 
		#region Methods: Public
 
		public override void OnInserting(object sender, EntityBeforeEventArgs e) {
		}
 
		#endregion
 
	}
}

Just overriding the method and practicaly not do anything there ?

Sasori

Greetings,



As for now the only way to check if the macros has no data inside it is to manually select a template in the email editor and see which data is populated for the user or not. Also in case you are using some information on the record you need to check if all the records have values in the columns that are used as macro sources. Unfortunately that is all for now, but we have already posted our R&D team to improve this functionality in the future.