8.0 | Community Creatio

Question

09:08 Jun 16, 2023

Hi Community,

We have a business requirement that involves many approval flows. If we use the business process to send the approvals, it will automatically be canceled if the user didn't approve or the business process will be in the running stage.

What is the best practice for dealing with approvals?

Thank you.

Regards,

Manideep

1 comments

Orkhan

17:06 Jun 16, 2023

Good afternoon,

You can set up a conditional flow, attached documentation to help you with this issue:

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

Happy to help!

Best regards,

Orkhan

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Question

Employees

8.0

Why is there a separate ootb section for Employees, if they already have to be entered as a Contact?

Csilla Kiss

19:01 Jun 15, 2023

I am curious, what is the business and/or technical reason for having a completely separate section for employees under the out-of-the-box solution, and employees are not just supposed to be registered with all their employee data in the Contacts section?

I feel like rights management would be sufficient to distinguish who has access to sensitive employee data in an Employee type Contact record.

1 comments

Ryan Farley

19:22 Jun 15, 2023

Not all employees of a company might be Creatio users. The employees area is sort of like for HR. It’s still a contact, but with extra details in an area that is only the company employees.

it was confusing for me at first. But it’s a nice place to keep extended details about employees without cluttering up the contact record since likely a very small percentage of contacts are employees. It is basically an extension of the contact record.

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Question

Disabling "Complete" for tasks based on a condition

Kyle Wood

14:45 Jun 15, 2023

I am trying to disable the "Complete" button on any user task in a Case if any of the Checklist entries have not been completed for that Case. Does anyone know of a way to achieve this or have any examples ?

2 comments

Gareth Osler

16:56 Jun 15, 2023

Run a process from the case that carries out the checks (displaying messages if errors) before creating the task?

Kyle Wood

12:51 Jun 21, 2023

Gareth Osler,

Thanks for the reply however this assumes the checking should be done when creating a task. I need to be able to intercept the hover over an existing task and at that point check the criteria and either enable or disable the "Complete" button before it appears against the task.

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Question

Deleted Business Process causes error on deployment

Sasori Oshigaki

19:28 Jun 14, 2023

Hi Team,

We have deleted a Business Process on our dev Environment.

When deploying the custom pacakge to our Test Environment i recieve the following error

'Error occured while performing operation on "Process_123412" item, UId = 589g53bc-gh11-50e8-8c66-5655abb06dd1.'

'023-06-14 17:54:18,841 Npgsql.PostgresException (0x80004005): 23503: update or delete on table "SysSchema" violates foreign key constraint "FKTj5Ti40nTBMfs8akfdQmBIa25bs" on table "SysSchema"'

How can i solve this deployment issue ?

Sasori

3 comments

Best reply

Alona Dolya

12:41 Jun 15, 2023

Hello!

The generation of the source code can't help solve the problem. You need to find the missing schema in the development environment for building the dependency and binding resources to the package.

Artem

20:17 Jun 14, 2023

Hello,

The mentioned constraint refers to the ParentId column.

This means that you are trying to install a process that has a parent ID that does not exist on your target application.

You need to install the parent first, or simply remove it.

Thank you.

Sasori Oshigaki

10:38 Jun 15, 2023

Hi Artem,

Thank your for the response!

Can the generation of the source code in the DEV-Environemnt fix this problem ?

Sasori

Alona Dolya

12:41 Jun 15, 2023

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Question

Update all records in the detail and update fields after completing a business process

Gargeyi Gnanasekhar

14:46 Jun 14, 2023

Hello Community,

I have an editable detail with a field type as lookup, user can update the lookup.

when user selects lookup value from the dropdown and click on save all button for the editable detail, a business process(the business process is designed to run the process for each item) gets triggered to calculate other fields in the record.

when I do this for a single record I am able to see the changes with no issues,

But when I update multiple records, I could not see the latest updates for all the records except for the one record. But when I do a refresh page, I am able to see the updated values.

I have checked the option "Enable Live Data" for the detail object as well.

Any suggestions are really helpful

Thanks

Gargeyi

1 comments

Bogdan

19:17 Jun 14, 2023

Hello,

I believe your business task could be achieved by using ''Refresh active page' process element for Creatio.

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Question

Sales_Creatio

8.0

Can't find schema for contact field tooltip in Creatio

Pavan Manne

08:07 Jun 14, 2023

I'm trying to find the schema that is used to generate the tooltip when I hover on a contact field hyperlink . I've looked in the Configuration , but I can't find it. Can anyone help me?

2 comments

keith schmitt

15:00 Jun 14, 2023

I believe that would be the MiniPage?

Anastasiia Zhuravel

15:47 Jun 14, 2023

Hello Pavan,

It's ContactMiniPage entity. This functionality can be configured through the section wizard if needed:

Best regards,

Anastasiia

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Question

Studio_Creatio

8.0

Multi select and Update Record from Detail based on an Existing Section in Creatio

Mouna RACHIDI

17:31 Jun 13, 2023

Hello,

We have created two sections: "Deliveries" and "Vessel Requets", we have added Deliveries as detail (Based on existing object) in Vessel Requests section . We will need to add existing records with multiple selection option using "+" button without creating new record (Please refer to the screenshot below). When added the selected Delivery records must be updated with the current Vessel Request ID.

Please help and advice,

Best Regards.

1 comments

Kate Karpik

18:06 Jun 14, 2023

Hello!

To add multi-select records, you can refer to the post in the Creatio community:

https://community.creatio.com/questions/can-we-assign-multiple-objects-…

https://community.creatio.com/questions/lookup-different-quick-filter-o…

The post provides valuable insights and guidance on implementing the multi-lookup value.

Regarding updating fields in the section, utilizing a business process is a suitable approach. You can configure a business process that triggers when a record is added to the detail and modify the necessary column values in the section. The business process can be designed to perform the required actions based on your specific requirements.

For detailed instructions on setting up a business process in Creatio, I recommend visiting the Creatio Academy. They offer comprehensive documentation and resources covering various aspects of the platform, including business processes. The following links will provide you with more information on the necessary process elements:

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

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

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

These resources will guide you through the process setup and help you leverage the full potential of Creatio's business process automation capabilities.

Best regards,

Kate

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Question

multiselect

Studio_Creatio

8.0

Multi select and Update Record from Detail based on an Existing Section in Creatio

Aya BENNAGHMOUCH

17:15 Jun 13, 2023

Hi,

We have created two sections : "Deliveries" and "Vessel Requests". We have added Deliveries as Detail in Vessel Request section. we will to add existing records from + button without creating new objects. when added, the selected delivery records should be updated with the current vessel request. Please refer to the screenshot below.

Please help and advice.

Thanks,

1 comments

Kate Karpik

18:09 Jun 14, 2023

Hello!

The topic was discussed in the post by the link below:

https://community.creatio.com/questions/multi-select-and-update-record-…

Best regards,

Kate

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Question

package

Element

Sales_Creatio_team_edition

8.0

Move all elements from Custom Package to other package

Bao Phan

07:50 Jun 13, 2023

Hi Community,

My instance was developed on Customer Package

I want to create another package. Let's call it A package. To continue our development.

But after I set up the dependencies for A Package, I was unable to config Object from Custom Package

Should I move all elements from Custom Package to my A Package?

Or what else should I do?

4 comments

Kalymbet Anastasia

10:57 Jun 13, 2023

Hello,

If you are developing in order to later transfer these changes to a production website (or any other website), it is essential to transfer these elements from the Custom package, as you have different bindings and data, as well as changes made to the objects. If you do not transfer them, the integrity of the development will be compromised, and the package is unlikely to be successfully installed on the target website.

Also, please note that the package must include all the necessary dependencies for these elements to be transferred. If, at the moment you want to move an element, you are missing a dependency, for example, the website will display a message indicating what is specifically missing.

Additionally, please familiarize yourself with the documentation:

Packages basics

Delivery in Creatio IDE

Move the functionality between packages

Bao Phan

11:45 Jun 13, 2023

Kalymbet Anastasia,

I understood

I just have a further question.

If, I move all the elements from the Custom Package to my A package on the Development website. Then, I install that package on the Production website. The Production already had a Custom Package with all the same elements as the Development website.

Is there any possible error when I install my A Package on the Production site?

Kalymbet Anastasia

11:55 Jun 13, 2023

Bao Phan,

If they are the same elements with the same UId and name, then yes, there may be a conflict during installation.

Bao Phan

11:12 Jun 14, 2023

Kalymbet Anastasia,

So if I create another package (B package) and move all elements from Custom Package to the B package on Production Site.

Then, I continue to develop A Package on the Development site and install it later on the Production Site

Is it possible doing it? Any conflict or error may happen?

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Question

Studio_Creatio

8.0

Transferring data through a package with objects

Artem

13:16 Jun 12, 2023

Transferring data through a package with objects. Where can I find out which object transfers which data?

For example, which object is used to transfer the "Organisatorische rollen" data?

1 comments

Artem

22:14 Jun 13, 2023

Good day,

Transferring an object does not move its data, but only the structure of the table itself.

To transfer data as part of a package from one environment to another, you need to create [data] bindings.

In the case of roles, currently, the method described above for quick transfer of rights will not work, and also since this functionality is closely related to the table of system users (SysAdminUnit).

It's not recommended to bind users, organizational structure, roles, licenses, and other administrative things to a package. It will be very hard to handle that if you decide to install that package after the moment when the client adjusts administrative things according to his or her needs directly on the production.

Consider setting up the administrative structure directly on the required website.

As a direct answer - the organizational roles are stored in the "SysAdminUnit" and "SysAdminUnitInRole" tables. Theoretically, it's possible to bind them to the package via SQL scripts. But it's strongly not recommended.

Thanks.

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