Hi Community,

 

In Studio Enterprise, is there any ready made template for "Activities" module, just like for "Account and Contacts" there is "Customer 360"?

 

 

 

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Hello,

 

Please refer to this Academy article to know more about all the current possibilities of switching between Freedom UI and old designer.

Hi,



Thank you for your response, but I am not asking about freedom UI. In Studio Enterprise, there is "CUSTOMER 360" template which will give you ready made modules for "Account" and "Contact". How about for "Activities" module, is there any ready made template?

I believe rest of core will be updated in 8.1. Customer 360 is a 1st app to demonstrate future capabilities of the rest of the core update to freedom ui. Not sure if this will translate in templates.

Hello,

 

Please note that the Activities and other similar modules will become available in future releases, but there is no such template yet.

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Hello community,



our customer needs to send out trigger emails from a campaign to contacts who have the "Do not use email" flag set at that moment.

The emails are confirmations for the contact persons that they have registered for an event, so that is completely fine from a legal and GDPR perspective (=legitimate interest).



However, it is currently not possible, because trigger emails miss the functionality that is available in bulk emails with the "system email" flag, which causes Creatio to skip the evaluation of the "do not use email" flag before sending the email.

 

Does anyone know of a way to work around this? Programming would also be fine.

 

Thanks in advance and br,

Robert

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Hi Robert,

 

As for now, sending trigger emails to the users with the "Do not use email" checkbox is currently not possible via basic tools. 



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. 

Hello Bogdan,

 

thanks, I already know that, because that's the same answer I got from the support...and that'S also the reason I'm trying my luck with the community!

 

BR,

Robert

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Hi all,

 

There is a requirement in which I have to make printable visible on the basis of selected lookup. I followed this article https://customerfx.com/article/showing-or-hiding-printables-based-on-a-value-for-the-selected-record-in-creatio/

 

It is working fine on the edit page and only showing printable which is matching with the condition, but the same is not reflecting on the section and showing the complete list of printable.

Method which I have added on section and edit page is : 

methods: {

initQueryColumns: function(esq) {

    this.callParent(arguments);

 

    if (!esq.columns.contains("UsrDocumentRepositorySubtype")) {

        esq.addColumn("UsrDocumentRepositorySubtype");

    }

},

initCardPrintForms: function() {

    this.callParent(arguments);

 

    var printMenuItems = this.get(this.moduleCardPrintFormsCollectionName);

    if (Ext.isEmpty(printMenuItems)) return;

 

    printMenuItems.each(function(item) {

        item.set("Visible", {bindTo: "getPrintMenuItemVisible"});

    }, this);

},

getPrintMenuItemVisible: function(reportId) {

    if (Ext.isEmpty(this.get("ActiveRow"))) return true;

 

    var type = this.get("GridData").get(this.get("ActiveRow")).get("UsrDocumentRepositorySubtype") || { displayName: "" },

        printMenuItems = this.get(this.moduleCardPrintFormsCollectionName),

        item = printMenuItems.find(reportId);

 

    if (Ext.isEmpty(item)) return;

 

    switch (item.get("Caption")) {

         case "Mining and Quarrying Questionnaire":

            return type.displayValue === "Mining and Quarrying Questionnaire";

case "Alcohol Questionnaire":

            return type.displayValue === "Alcohol Questionnaire";

        default:

            return true;

    }

}

}

 

Output (Edit Page)

 

Output (Section)

 

Is there something which I am missing or any other workaround ?

 

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Hello,

 

In the section you need to use the approach like below:

			rowSelected: function(primaryColumnValue) {
				this.callParent(arguments);
				var row = this.getGridData().get(primaryColumnValue);
				var reportCollection = this.get(this.moduleSectionPrintFormsCollectionName);
				var usrDocumentRepositorySubType = row.get("UsrDocumentRepositorySubtype");
				var isUsrDocumentRepositorySubTypeEmpty = Ext.isEmpty(usrDocumentRepositorySubType);
				Terrasoft.each(reportCollection, function(report) {
					if (!isUsrDocumentRepositorySubTypeEmpty && usrDocumentRepositorySubType.displayValue == "Mining and Quarrying Questionnaire" && report.get("Caption") == "Mining and Quarrying Questionnaire") {
						report.set("Visible", true);
					}
					else {
						report.set("Visible", false);
					}
				}, this);
			}

This is an example for only "Mining and Quarrying Questionnaire", additional check should be also applied for the "Alcohol Questionnaire". Using this approach after refreshing the page correct reports started to show on the section list.

Hi Oleg,

 

Thank you for the response. Now it is working fine for the section and while creating record.

But, when I open any saved record, it is showing complete list of printable.

 

Method which I have added on Edit Page Schema is :

 

initCardPrintForms: function() {

    this.callParent(arguments);

               

    var printMenuItems = this.get(this.moduleCardPrintFormsCollectionName);

    if (Ext.isEmpty(printMenuItems)) return;

 

    printMenuItems.each(function(item) {

        item.set("Visible", {bindTo: "getPrintMenuItemVisible"});

    }, this);

},



getPrintMenuItemVisible: function(reportId) {

    var type = this.get("UsrDocumentRepositorySubtype") || { displayValue: "" },

        printMenuItems = this.get(this.moduleCardPrintFormsCollectionName),

        item = printMenuItems.find(reportId);

               

    if (Ext.isEmpty(item)) return;

                 

    switch (item.get("Caption")) {

        case "Mining and Quarrying Questionnaire":

            return type.displayValue === "Mining and Quarrying Questionnaire";

       case "Gliding Questionnaire":

            return type.displayValue === "Gliding Questionnaire";

        

        default:

            return true;

    }

 

Please help.

Prashant Jha,

Hi Prashant

 

Did you ever resolve this issue as I have the same problem

 

regards

Rob Watson,

Hi Rob, 

Did you find any solution to resolve this. Even I face the same issue

Thanks in advance

Hello all,

 

The example from my previous post should be modified to make it work when opening the page from the section. This time I performed the test using ContractSectionV2 with 2 reports: Contract approval and Contract draft:

The logic will be: if status of a contract is "Approval" - show only "Contract approval" report, if status is "Draft" - show only "Contract draft" report, otherwise show nothing (but for the record that is being created - show everything).

 

This can be achieved using this method added to the ContractSectionV2 schema:

rowSelected: function(primaryColumnValue) {
				this.callParent(arguments);
				var row = this.getGridData().get(primaryColumnValue);
				var getSelectedRowState = row.get("State");
				var selectedRowState = getSelectedRowState.displayValue;
				var selectedRowStateForCheck = selectedRowState?.toLowerCase();
				var reportCollection = this.get(this.moduleSectionPrintFormsCollectionName);
				var cardReportCollection = this.get(this.moduleCardPrintFormsCollectionName);
				var isStateEmpty = Ext.isEmpty(getSelectedRowState);
				Terrasoft.each(reportCollection, function(report) {
					if (!isStateEmpty && selectedRowStateForCheck && report.get("Caption").includes(selectedRowStateForCheck)) {
						report.set("Visible", true);
					}
					else {
						report.set("Visible", false);
					}
				}, this);
				Terrasoft.each(cardReportCollection, function(report) {
					if (!isStateEmpty && selectedRowStateForCheck && report.get("Caption").includes(selectedRowStateForCheck)) {
						report.set("Visible", true);
					}
					else {
						report.set("Visible", false);
					}
				}, this);
			}

The "State" column should be displayed in the section list and this is the code for the "Status" column of the contract. As a result:

 

1) Filtration in the section:

2) Filtration on the page opened from the section (for filtration on the page when refreshing the opened Contract page you need to do everything that is specified by Ryan here (part about ContactPageV2) (it happens because of the combined mode)):

3) For records in other statuses nothing will be shown in the list of the "Print" button (both in the section and on the page).

 

All you need to do is study this code and change the column to the one you will use on your page and don't forget to display this column in the section list.

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Hi community, 



In version 8.06 the no code tools make it easy to add attributes to the SysUserProfile object. For example, we are adding new preference fields. 



I want to run business processes based on this object. However, it does not appear in the dropdown for "read data from" when using "Read Data" function.



Does anyone know if it is possible to register the object in this dropdown? 



Thanks

Harry

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Hello,



The SysUserProfile table is a system table that cannot be used in business processes.

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Hello Community, 

 

How can we add a filter to a lookup field in a form page so it can show only the required fields? I have tried by updating it in the client schema by using the code and it worked fine but whenever I add or modify any other field in form page, the code in client schema disappears. I have also tried using business rule, but we don't have an option to add such filter. 

 

Any suggestions are really helpful.

 

Thanks

Gargeyi.G

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Hello Community, 

 

I would like to know how we can add a new record in the editable detail in a form page without opening a new page on click of '+' icon in freedom UI. Now on click of '+' icon it opens a new page to add the record. 

 

Thanks

Gargeyi.G

 

 

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Hello!

 

As for now, this is the correct behavior of the system - there is a page opened and you have to fill the fields to have it added to the detail.

Our development team is already working on updating the application to implement the inline record adding. So hopefully, this functionality will be available in the nearest releases.

Thank you for this suggestion, this helps to make our product better!

 

Best regards,

Kate

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Hi Team,

We want to show the disqualified,  not interested stages too in the lead pipeline. As it is OOTB functionality and it is not done using the filter. We are unable to add the stages. The Pipeline is based out of a module “Chart construction module”.

 

Question :How to add/enable the above mentioned stages into the module

 

{\"className\":\"Terrasoft.InFilter\",\"filterType\":4,\"comparisonType\":4,\"isEnabled\":true,\"trimDateTimeParameterToDate\":false,\"leftExpression\":{\"className\":\"Terrasoft.ColumnExpression\",\"expressionType\":0,\"columnPath\":\"QualifyStatus\"},\"isAggregative\":false,\"key\":\"53e3b5d1-690f-4fc2-9d45-dedb87f66279\",\"dataValueType\":10,\"leftExpressionCaption\":\"Lead stage\",\"referenceSchemaName\":\"QualifyStatus\",\"rightExpressions\":[{\"className\":\"Terrasoft.ParameterExpression\",\"expressionType\":2,\"parameter\":{\"className\":\"Terrasoft.Parameter\",\"dataValueType\":10,\"value\":{\"Name\":\"Not interested\",\"Id\":\"51adc3ec-3503-4b10-a00b-8be3b0e11f08\",\"value\":\"51adc3ec-3503-4b10-a00b-8be3b0e11f08\",\"displayValue\":\"Not interested\"}}},{\"className\":\"Terrasoft.ParameterExpression\",\"expressionType\":2,\"parameter\":{\"className\":\"Terrasoft.Parameter\",\"dataValueType\":10,\"value\":{\"Name\":\"Disqualified\",\"Id\":\"128c3718-771a-4d1e-9035-6fa135ca5f70\",\"value\":\"128c3718-771a-4d1e-9035-6fa135ca5f70\",\"displayValue\":\"Disqualified\"}}}]}},\"logicalOperation\":0,\"isEnabled\":true,\"filterType\":6,\"rootSchemaName\":\"Lead\",\"key\":\"\"}",

"sandboxId": "Module"

},

"configurationMessage": "GetChartConfig"

}

 

Thanks in advance!

Regards,

Mayan

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Hello,

 

In order to achieve your business task please instead of 'true' write 'false' in the Module parameters as it is shown in the screenshot below:



We'd suggest to first test the solution on a test- or demo-site before applying it to the production instance.

Best regards,

Anastasiia

 

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Hi,



Our cloud instance has been update to 8.0.6 this week.



We activated the new shell, but the performance is really poor (instance start is slow, page load is super slow). Anybody else experiencing degraded performance and thus user experience since 8.0.6 ?



cheers,



Damien

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Hi!



To investigate this behavior, we ask you to submit a request to our team via support@creatio.com or the Success Portal. 



We'll need to access the instance remotely in order to help.



Thank you for your cooperation!

Thanks Alla,



This is not isolated to our instance, but also the trial & demo environments, obviously not convincing neither my colleagues, my clients nor prospects.



Any tweak that can be done to improve performance (other than deactivating the shell ?) or do we need to wait for 8.1 series of updates for the new shell to have proper performance ?



Thanks,



Damien

Unfortunately I am receiving the same feedback from users. 



I think it is worse when mixing Freedom UI configured sections with classic sections/pages. 

Same here. We're leaving the new shell off for now.

I love the look of the new shell (it's beautiful). However, it does have much slower performance - along with difficulty to customize certain aspects of the shell that are implemented as angular components (or at least the lack of my own knowledge of how to do so).

According to the release notes for 8.0.7 it lists the following improvements coming:

  1. Freedom UI pages now load up to 70% faster. Freedom UI lists now load data significantly faster as well.
  2. You can now disable advanced visual effects of the Freedom UI shell by turning on the “Disable advanced visual effects” (“DisableAdvancedVisualEffects” code) system setting. Currently, the setting disables the blur in the semi-transparent “Glass effect” chart style.

 

Hopefully this improves the performance somewhat. I expect we'll see more improvements overtime as well. I do look forward to switching to the new shell.

Ryan

Aha !



That's great news! Looking forward to 8.0.7. I hope the 70% increase makes it usable :)



I also hope we'll get updated shortly after the release date (about 2 weeks). And if it takes longer, that as partners, we be kept informed on the progress.



Damien

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Im running Creatio studio with postgresql on Windows Server 2019 using wsl + ubuntu for the redis server

 

Exception Details: System.Reflection.ReflectionTypeLoadException: Unable to load one or more of the requested types. Retrieve the LoaderExceptions property for more information.

Source Error: An unhandled exception was generated during the execution of the current web request. Information regarding the origin and location of the exception can be identified using the exception stack trace below.

 

 

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Selva,

Hi, Yes I managed to fix it in the end by reinstalling Microsoft Visual C++ 2010.

 

https://www.microsoft.com/en-us/download/details.aspx?id=26999

Good day,

 

It seems that this issue could be solved faster if you contact Creatio support.

Please send them an email at support@creatio.com

 

Thank you.

This isnt something they cover

Oliver Crowe,

 

Can you post the complete screenshot of the error?

Also, make sure to install all the required .NET components .



BR,

Bhoobalan Palanivelu.

 

If anyone can help id appreciate it, ive tried using Windows Server 2022 instead and ran into the error again.

Oliver Crowe,

I am getting the same error.  Did you get this fixed ?

 

Thanks,

Selva

Selva,

Hi, Yes I managed to fix it in the end by reinstalling Microsoft Visual C++ 2010.

 

https://www.microsoft.com/en-us/download/details.aspx?id=26999

Thank you Oliver!

For Creatio version 8.0.10 and later please use Microsoft Visual C++ 2013 component:

https://www.microsoft.com/en-US/download/details.aspx?id=40784

Hi, I have the same error and try to install MS visual studio C++ 2013 but the same error exist , what should I do 



thanks 

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I created a business process that starts when an attachment is added to a section (start singnal configured on "record added" to the section attachments).

The business process starts before the end of the file upload then it's not able to read all file content in a script task.

Is there a way to start my business process after the upload has completed?

 

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Hi,

 

You can add a script component in you process and use a Sleep Method (1000 is one second)

System.Threading.Thread.Sleep(1000);

 

Jerome BERGES,

I tried uploading a file of 50MB and it takes 40 seconds to be uploaded:  1 second wouldn't be enough.

The time to wait depends on the speed of the connection and on the file size.

In my test I saw that the file size property increases while the upload proceed, then I used a workaround in my business process: before reading the file a make a loop with a wait of 2 seconds if the current file size is bigger than the one read in the preceding loop. The BP proceed to the file read procedure if the file size doesn't change in 2 seconds. It seems to work but it's really a workaround: is there something more currect and secure to wait for the file to be fully uploaded?

Thanks

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