Hi Community,

Any update regarding the topic ?

Sasori

Hi Community,

Any update regarding the topic ?

Thank you

Sasori

Hi Sasori,

Good day,

The section names are data from the SysModule table, so the key should be Data:SysModule.Caption: + the Id of the record. For easier searching, you can use the following filter in Translations section:



Keycontains%Data%Caption

AND

Language0=Accounts

 

To find the Id, open the section wizard, and the Id will be in the URL. For example, for this section, the code will be: Data:SysModule.Caption:065063c9-8180-e011-afbc-00155d04320c

Thank you for your inquiry.

Thanks a lot for this explanation Pavlo!

Hello!

To implement it, you will need at least basic developer skills. In this case, we advise you to contact the manager about this issue.

Hi Harry,

Here is an article that outlines how to do that: 

https://customerfx.com/article/emailing-a-list-of-multiple-records-from…

Ryan

Thank you Ryan, great resources as always. 

Hi!

 

1. There are 2 ways to create invoices. 

 

- When you use the [ New invoice based on this order ] action from the [ Actions ] menu.

This will open a page with an invoice created based on the order. The [ Amount ] value on the invoice page is calculated as the total value of the products, not the [ Payment amount ] of the order. 

 

- Add an invoice automatically based on any installment step of the order. To do this:



Go to the [ Orders ] section and open the required record with the [ Installment ] details filled in. Select the needed step with the “Payment“ type and click on loupe in the [ Invoice ] column. The value in the [ Amount ] field on the invoice page can be calculated in two ways:

1) If no products have been added in the corresponding step, the [ Amount] field on the invoice page will be filled with the corresponding value from the [ Estimated amount] field from the installment step.

2) If the items were not added in the corresponding step, the [ Amount] field on the invoice page will be calculated as the total cost of the selected products.



After adding an invoice, a link with the invoice number will be displayed in the detail list. Click the link to open the invoice page - https://i.imgur.com/28Oj7K4.png



Therefore, it is normal that the The [ Amount ] value on the invoice page is formed from the total amount of products, not the [ Payment amount ] (Advance Payment) of the order. 



2. If the invoice added automatically based on any installment step of the order, a link with the invoice number displayed in the detail list (https://i.imgur.com/28Oj7K4.png) and status of the invoice changed to Paid - [ Actual amount ] Paid will the column will be equal to [ Amount ] value on the invoice (https://i.imgur.com/CRDoIrZ.png).



We recommend that you read more about this here - https://academy.creatio.com/docs/user/sales_tools/short_sales_orders_an…



Best regards,

Anton

Hello Pascal,

The webservice should return a JSON string with a predefined set of keys that then should be parsed in the busines process. So you know the list of keys (since the Webservice should return the exact list of keys, not the random set of keys with random names) and what is left to be done is developing a business process that can parse the result. For example you can use the approach discussed here, where the response from a Webserivce was successfully parsed and use the same approach on your end.

It's Creatio cloud-based environment, where can I find the "refreshSalesByVolume" text in the source code/sections?

Hello,

Take a look at this article. There you can find an example of how to send a message via script task and how to proceed it.

Thanks for the inputs

If this is for a classic page, you can sort the lookup, but the below method only works for dropdown list lookups, not sure how to sort a lookup that pop open the dialog (although I assume that is possible):

// add an attribute with the same name as your lookup column
// specify "orders" for which column to sort by  
attributes: {
  "UsrTestLookup1": {
        lookupListConfig: {
            orders: [
                {
                    columnPath: "UsrSorting",
                    direction: Terrasoft.OrderDirection.DESC
                }
            ]
        }
    }
}

If this is a Freedom UI page, not sure, but I don't think you're able to do that yet.

Ryan

Hello,

Please note that there is no way to achieve such logic using basic user tools at the moment. 

However, we registtered this idea for our R&D team for review and this functionality may appear in future releases.

Assuming this is a classic page, you can do the following, passing the Code for the tab you want to set as the active/selected tab:

// set tab with code "GeneralInfoTab" as selected tab
this.setActiveTab("GeneralInfoTab");

Full article here on this topic: https://customerfx.com/article/programmatically-selecting-showing-or-hi…

If this is a Freedom UI page, not sure.

Ryan

Being able to do so in Freedom UI is a must. Anybody have any way of doing so? There must be some way.

It looks like this can be achieved in Freedom UI by setting the attribute <Tab element code>_SelectedTabIndex_Profile to the index of the tab you want to display, so the first tab would be 0, the second 1 etc. To show the 2nd tab for me, the code was:

request.$context.Tabs_SelectedTabIndex_Profile=1

Worth noting that when I try to set this in the init event (crt.HandleViewModelInitRequest) it throws an error in the console (though it does change the tab, so not sure what actually breaks, if anything). I worked around this by putting the set of the value inside a JS timeout for 800ms, which is quick enough to not really be noticeable to users while preventing the error. I'm guessing it's some kind of data loading race condition or something, loading the data for a tab that then isn't being shown.

Hello Sasori,

If you want to add a second unique field of type text to a custom object in Creatio we recommending to use the [Autonumber] field, it provides an out-of-the-box feature  that allows you to generate unique identifiers automatically. You can configure an AutoNumber format for your custom object's second unique field and define rules for its generation. This approach can be useful if you want to have a consistent format for your unique identifiers.

Hi Bogdan,

Unfortunately we are still using the Classic UI for the specific Client and we dont have the AutoNumber functionality. 

I have already implemented https://academy.creatio.com/documents/technic-sdk/7-16/how-add-auto-numbering-edit-page-field?_gl=1*1b1tnxa*_gcl_au*Njc0NzQ5NzQ2LjE2ODE4MDc5Njk. the logic in this academy article. (Server-Side)

Will it satisfy my business need ?

Sasori

Hi Community,

Any update regarding this topic ?

Sasori

Hello Sasori,

I recommend following this guide for creating a section on an existing object:

https://academy.creatio.com/docs/user/customization_tools/ui_and_busine…

Best regards,

Kate

Hi Kate,

I have done the steps and things are working correctly.

One question:

->When I open a record from the newly Created Section (based on existing object) the URL is 'localhost:1000/0/Nui/ViewModule.aspx#CardModuleV2/OrderProduct1Page/edit'

->When I open a record from the Order Section and go inside the 'Product in Order' detail ther url is

localhost:1000/0/Nui/ViewModule.aspx#CardModuleV2/OrderPageV2/edit/

So the Edit Page for the first case is  OrderProduct1Page and for the second one is 'OrderPageV2'. Arent the Edit Pages supposed to be the same ?

Sasori

This is the expected behavior - we are always in the context of the currently open record, regardless of which other record we navigate to from it (the link does not change its value when navigating to another record). This behavior applies to records in the system when navigating to related records, and when switching to a different section/subsection of the system, the opening occurs in the same tab. 

So the same page is being opened, it's just that the link is generated according to the logic described above.

 

This behavior occurs when opening records in the same tab.

For example, if you navigate to a contact from the Case section, the link will remain as follows:

localhost:1000/0/Nui/ViewModule.aspx#CardModuleV2/CasePageV2/edit



Best regards,

Pavlo!