Hello,

Thank you for your question. 

Please, note that 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 that administrative things according to his or her needs directly on the production.

Unfortunately, there is no script we could provide you with but in case you decide to bind this data and transfer it to another environment we suggest checking all changes on the copies before delivering it to the production websites. The organizational structure is in the "SysAdminUnit" and "SysAdminUnitInRole" tables and you are right, it's possible to bind it to the package via SQL scripts only.

Best regards,

Mykhailo Zeleniuk,

Thank you Mykhailo for the quick response.  Appreciate the callout of the risks.  Based on this, I see makes sense to stick with managing security configuration directly in Production.

Hello Christian,



Here is the academy page that will help you to set up such a field:

https://academy.creatio.com/docs/developer/interface_elements/record_pa…

Hi!



Currently there is no possibility of mass records edition (like assigning an owner to multiple records), however, you can do it with the simple business process. Here is the example with the Accounts.



I used to have different owners:





 but after running this process



 all of them were changed to the Supervisor:





 We have already registered the idea for our R&D team to implement this functionality in further releases. I will assign your case to this project in order to increase its priority.  



Best regards,

Anton

Yes please !

Anton Starikov,

Could you please reshare your pictures - they are not shown now. And changing Case is not the same as changing Owner, as I understand



Thank you!

Vladimir

Hello!



We have consulted with the product owners of this feature and we are certain that this task can only be achieved by the means of development.

Also, we have created a request for our developers in order to bring this functionality in future releases.

 

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

In the meantime, as a workaround, we recommend creating a Word report and generating it within a business process, followed by sending it via email. This approach should help you achieve the desired outcome. 

For detailed instructions on setting up this business process, please refer to the following articles on the Creatio Academy:

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

https:/academy.creatio.com/docs/user/bpm_tools/process_elements_reference/system_actions/process_file/process_file_element?check_logged_in=1

https://academy.creatio.com/docs/7-17/user/bpm_tools/process_elements_r…

Please note that a Word report is generated for each section record separately.

I hope this information helps you resolve your business task.

Best regards,

Kate

Hello,

These should be the crt.CreateRecordRequest request and the crt.CreateRecordHandler handler. Try those in either:

1) Page where detail is added

2) Detail schema

3) Edit page of the detail

and it should be triggered.

Oleg Drobina,

Tried these two methods. They don't seem to be called when creating and saving the records in an editable detail.

Abilash,

I tried this handler:

handlers: /**SCHEMA_HANDLERS*/[
			{
				request: "crt.CreateRecordRequest",
				handler: async (request, next) => {
					return next?.handle(request);
				}
			}
		]/**SCHEMA_HANDLERS*/,

on the schema where detail is added and it's successfully triggered:

It also depends on which handler you have specified in the "Add button" properties, you need to find it in the schema diff (in my case it was crt.CreateRecordRequest):

{
				"operation": "insert",
				"name": "GridDetailAddBtn_z5e8jja",
				"values": {
					"type": "crt.Button",
					"caption": "#ResourceString(GridDetailAddBtn_z5e8jja_caption)#",
					"icon": "add-button-icon",
					"iconPosition": "only-icon",
					"color": "default",
					"size": "medium",
					"clicked": {
						"request": "crt.CreateRecordRequest",
						"params": {
							"entityName": "Contact"
						}
					},
					"visible": true,
					"clickMode": "default"
				},
				"parentName": "FlexContainer_n5yrzkv",
				"propertyName": "items",
				"index": 0
			},

Oleg Drobina,

The detail we are working with uses an inline record to create new records which doesn't seem to be calling CreateRecordHandler or CreateRecordRequest. 











 

Hello,



We don't have such functionality for now in Freedom UI.

We've registered it in our R&D team backlog for consideration and implementation in the future application releases. Thank you for helping us to improve our product. 

Yes, +1

Hello,

Try to generate "All source code" and recompile it.

The ProcessModuleUtilities module doesn't provide any ability to get output params in the callback. A process could take seconds, minutes, or days to complete, so the callback isn't executing when the process is complete, it's executing when it's been successfully started.

To get the params from the process you'll need to use a script task in the process to send them in a message to the front end UI and then wire up code to listen for that message. You can see an article how to do that here: 

https://customerfx.com/article/sending-a-message-from-server-side-c-to-…

Ryan

Hello,

This package is a part of the bank-sales-bank-customer-journey installation files so probably that's why you cannot find it in your app. It would be easier to get such a demo or onsite installation files and review the logic there. Here are the methods from the ProductConditionDetailV2 schema:

getCopyRecordConfig: function() {
                return {
                    serviceName: "HierarchyDataCopyingService",
                    methodName: "CreateRecordCopy",
                    data: {
                        schemaName: this.entitySchemaName,
                        recordId: this.$ActiveRow
                    },
                    scope: this
                };
            },
...
copyRecordServiceCallback: function(response) {
                response = response || {};
                response = response.CreateRecordCopyResult || {};
                this.hideBodyMask();
                if (!response.success) {
                    var errorMessage = this.extractErrorMessage(response);
                    this.showInformationDialog(errorMessage);
                    return;
                }
                const copiedRecordId = response.recordId;
                this.openCard(configurationEnums.CardStateV2.COPY, this.Terrasoft.GUID_EMPTY, copiedRecordId);
            },
...
validateConditionsDueDateCallback: function(result) {
                if (result.success) {
                    this.callCopyRecordService();
                    return;
                }
                this.showInformationDialog(result.message);
            },
....
copyRecord: function() {
                this.isCanCopyRecord(function(isCan) {
                    if (!isCan) {
                        var denyMessage = this.get("Resources.Strings.RecordRightsErrorMessage");
                        this.showInformationDialog(denyMessage);
                        return;
                    }
                    this.validateConditionsDueDate(this.validateConditionsDueDateCallback, this);
                }, this);
            },
 
....
 
callCopyRecordService: function() {
                this.showBodyMask();
                var config = this.getCopyRecordConfig();
                this.callService(config, this.copyRecordServiceCallback, this);
            },

The chain is: copyRecord -> validateConditionsDueDate -> validateConditionsDueDateCallback -> callCopyRecordService -> getCopyRecordConfig -> copyRecordServiceCallback.

To call the service the config is used:

serviceName: "HierarchyDataCopyingService",
					methodName: "CreateRecordCopy",
					data: {
						schemaName: this.entitySchemaName,
						recordId: this.$ActiveRow
					},

and the actual call is performed:

this.callService(config, this.copyRecordServiceCallback, this);

callback function determines what should be done once the service response is received.

Hi Abilash,

As far as I'm aware, this custom action is not yet available out of the box. I would assume in version 8.1 it would be present.

One workaround would be to call a handler to navigate to another URL, where you can construct the url for the specific change log of that record.

Hi!

 

At the moment, Freedom UI doesn't have a quick way to go to the Change Log. This should be available in new versions. 

 

A workaround would be to call a handler to navigate to another URL.

 

Regards, Anton 

 

Is there any update on this? I can't see the change log option in a recently created 8.1 free cloud environment after turning it on for an object, nor an action that would correspond to it similar to what the Access Rights has for that button.

Hi,

Any news on this?

we also need to view change log.

As a temporary solution, is it possible to turn on the change log and view the changes in a lookup?

If yes, what object should be used to view the changes?

Thanks,

Luis

+1

There's been an update on this - in release 18.2 there's a possibility to add a button with an action "Change log" - it can open a page with a change log for the record or entire object. The only thing is that it is still the old design and the button opens a new tab, so it's not visible on the record itself.