Hi All,



The requirement is to generate a document where data is stored in detail inside a detail and it should be grouped based on the value in the parent detail.



Scenario Explanation,



We have created a custom section named "Quotes" and a detail inside it named "Parts, Design, Labor Components", this detail has a string column known as "CEID".





And we have detail named "Parts Transformation : Design Paid Upfront" and "Design Transformation : Design Paid Upfront" inside this main detail,





And our final printable document should be in the format like as below, As the CEID group should be common (pointing the main detail) and the parts and design records associated to it should be shown as table (pointing to child details). This printable should generate a single document for all the list of the CEID's and their associated parts and design. 





In OOTB printables, its unable to bring the printables in this format. Is there a way to implement this logic in creatio ?



Regards,

Adharsh S

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Hello,



As far as I understand you need to pull the "Design Transformation : Design Paid Upfront" detail data from the "Parts, Design, Labor Components" detail into Quotes printable. Unfortunately, that would not work since it is not possible to print out the table in the table.

As a workaround to display data in a report from the nested second-level detail data as a hierarchy, you can use an object as a database view. The view can be created using a Common Table Expression (CTE). For example:

WITH  cte AS (
    select
             cast(l1.Name as NVARCHAR(MAX)) as Name,
             l1.Id,
             0 as hierarhy,
             l1.Id as Level1,
             m.Id as MainId
       from Main as m
       join Level1 as l1 on m.Id = l1.MainId
 
    UNION ALL
 
     select
             cast('  -  ' + l2.Name as NVARCHAR(MAX)) as Name,
             l2.Id, 
             1 as hierarhy,
             l2.Level1Id as Level1,
             m.MainId as MainId
       from cte as m
       join Level2 as l2 on m.Id = l2.Level1Id
)
 
SELECT *
FROM   cte
order by Level1, hierarchy

In this example,

Main is the main object, Level1 is the detail that is linked to Main, and Level2 is the detail that is linked to Level1.

As a result, an object can be obtained that joins two tables and displayed the data. Therefore, when creating the necessary columns in the view, they can be used to build the table and output the information row by row.

 

Best regards,

Kate

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Hi All,



How to map the related detail records from the section(root schema) with the external web form using landing page integration.



Example Scenario, When we are trying the create a Lead record using the landing page integration. The web form contains the "List of interested Products/Equipment" which is multi-select. When the user selects the values from the multi-select it should create a record in the Product detail in the Lead section. How do we implement this scenario?

 

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Adharsh, 



There is no OOB functionality yet which would allow you to achieve the described goal. 

However, you can consider the possibility of creating this functionality by means of development. 

Following articles can be helpful in this case:

https://academy.creatio.com/docs/developer/application_components/landi…



Thank you. 

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Hi Community,

 

We are intending to create a list with editable textboxes like "Price", "Quantity", and "Unit of measure" columns below:



 

Is there any one who know how to do this?

 

Thank you,

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2 comments

I believe when products will be switched to Freedom UI, probably Creatio 8.1, the lists will be editable :)

Hi Damien,

 

Thank you for your answer. :)

 

Just now I found a way to do that, accidentally. 

 

 

 

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Hi Community,

 

Wanted to know if there's a way to load the DCM cycle faster. Currently, it's taking about 5 seconds for it load and would like it to appear sooner. Have attached a photo for your reference.

 

Thanks in advance.

 

Regards,

Abilash.S

 

 

 

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Hello,

We have noticed that your DCM is customized. Most likely, these modifications are affecting its loading speed. It is necessary to investigate how the customization can be adjusted to improve the system's performance.

If you try working with the basic functionality, you will see that the transition between stages takes less than 5 seconds.

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In contact/Account list , every time i want to go to a field proporties it blocks the page .

This is the error i get in the console :

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Hello,

 

This issue has already been resolved in version 8.0.8.

If the error persists in your version, please create a support ticket with support@creatio.com.

As a workaround, you can access the properties of the column through the page designer.

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Hi community

 

The "Connected to" section of the Activity entity allows an account to be linked to an activity.

The related contact must belong to the account linked to the activity.

This type of business rule is incorrect because a contact, via the ContactCarreer entity, can be linked to one or more accounts.

Is it possible to change this behavior?

 

 

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Hello!



To remove filtration, please disable the "Contact: Add filter by Account" business rule:

Alona Dolya,

Hi Alona

 

Thank you for you suggestion.

I customized the filter using this snippet code, 

attributes: {

            "Contact": {

                "dataValueType": Terrasoft.DataValueType.LOOKUP,

                "lookupListConfig": {

                    "filters": [function() {

                        var accountId = this.get("Account");

                        var filters = Ext.create("Terrasoft.FilterGroup");

                        

                        if (accountId != null) {

                            filters.add("JobExperienceFilter", 

                                Terrasoft.createColumnFilterWithParameter(

                                    Terrasoft.ComparisonType.EQUAL, 

                                    "[ContactCareer:Contact].Account.Id", 

                                    accountId

                                )

                            );

                        }

                        

                        return filters;

                    }]

                }

            }

        },

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Hello Community, 

 

I have a requirement to save and close the page on click of Yes in the confirmation pop up message in Freedom UI 

 

When I tried to do it after choosing Yes, using Handler chain, it doesn't accept await. 

and so I tried it without using await. 

 

Now, it closes the page without saving the page and so it shows unsaved changes popup message. 

The code written is attached below

Any suggestions is really helpful.

Thanks

Gargeyi

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Try using await on the calls to handlerChain.process/

For example: 

await handlerChain.process ({...

Ryan

Hello Ryan, 

When I tried to add await with in the result block, it throws syntax error. 

Do we have any alternative way to do it. 

Thanks

Gargeyi

 

GargeyiGnanasekhar,

What specifically is the error you’re getting?

Ryan

Ryan Farley,

 

Attached the screenshot where the error occurs. 

I wanted to save and close the page after user click on Yes button from the confirmation box.

 

Thanks

 

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I am getting an error message that says "" when I try to update a record.

I have tried to troubleshoot this error by reviewing the data in the system and ensuring that there are no duplicate records or keys. However, the error message still persists.

Could you please help me to resolve this issue?

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Hello,

 

The reason for this issue was in the duplicates in the SysSchemaUserProperty table related to the "false" state of the "Enabled" property of two DCMs. As a result of this the system couldn't form structure for all DCMs properly and this resulted in the error messages in two modal boxes you presented in the screenshot.

Hello,

 

The reason for this issue was in the duplicates in the SysSchemaUserProperty table related to the "false" state of the "Enabled" property of two DCMs. As a result of this the system couldn't form structure for all DCMs properly and this resulted in the error messages in two modal boxes you presented in the screenshot.

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Hello!

 

We have a problem while exporting records from the Lead section. We would like to restrict to everyone besides a given role (called Marketing & Digital Division).

This is our setup:

Figure 1 (Export list records):

Figure 2 (Advanced Operation on Object Permissions - Lead):

 

It works perfectly, but we have problems with some certain users under a specific role. They have the rights to export even if they shouldn't. Bellow it is shown an example of a user and the roles hierarchy (Regional Manager is a functional role).

Even more suspicious is that I set the access level to "No" for all the roles in the "Export list records" and the system admin didn't couldn't export (as expected) but this user kept having the right to export records.

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Hello!

 

I found the reason behind it.



Under the Branch Users we have multiple Divisions, and one of them have users which has the role Marketing & Digital Division as role. And because of that, the Branch Users.Managers group inherits the export rights.

 

Is there any way to stop the Branch Users.Managers group from inheriting these export rights?

 

Thank you,

Valentin

Hello Croitoru Nicolae-Valentin,

 

In our system Managers of a group inherit all the access rights of other users in a group. It's expected oob behavior and this logic cannot be overwritten even with a business process, meaning that even if you remove the access rights with a help of business process, they will be granted on a system level.

As of now, such behavior cannot be changed with a help of basic system tools and require development. 

We've registered a corresponding query for our R&D team to consider applying changes the described functionality in the upcoming versions.

Best regards,

Anastasiia

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I'm trying to create a survey like list of questions in order to capture the response of each user. For this , I've created a detail so that it'll be easier if any questions to be added/updated in future. I'm stuck in a point where Ive to make questionnaire column to be completely disabled from the editgrid functionality like the below image. Please assist how could I achieve this.  

 

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Hello,

 

If I understand your goal correctly, you will be able to set this up with the help of Business Rules. You can find all the instructions and details on this functionality in this Academy article.

Mira Dmitruk,

Thanks for the response. If business rule is applied to disable the column It looks like below. Which does look good as if Question is too long it'll show only few words of that in a grid view as below

Column Ques should be shown fully like multi-line text.

Kavya,

 

Unfortunately, there is no possibility to implement this functionality with the help of basic tools.

However, you can edit the schema via code.

Please, refer to the following Community posts in order to find the correct way to do so:



https://community.creatio.com/questions/long-text-detail-list-view

https://community.creatio.com/questions/text-area-field-editable-detail…

Bogdan,

Thanks, This was helpful. refered the same and Was able to achieve the

functionality

 

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