Hello Fulgen,

Clicking on Compile button performs the same action as the  Compile Modified Items.

Compile All items is separate action in the drop-down.



 

Hi Vladimir,



We recommend hiding specific columns in the Partner Portal by the Section Wizard. 

Hi Bogdan,

we can hide columns only from the page (as far as I know), but these columns are still available in Column setup and filters, that :

1) allows client to see all internal infromation in the Portal

2) makes filter and column setup for them much more difficult (as they see all internal fields in the list)

Vladimir Sokolov,

What you are looking for can be achieved by adding only the columns that you want to show to the Portal users into "List of schema fields for portal access" lookup. As a result those fields won't be available on any of the dropdown list.

Regards,

Sourav Kumar Samal

Sourav Kumar Samal,

Thank you very much!

Hello Maria,

Modifying this module window is quite a hard task to do. I believe is your case attribute filter will work just fine:

attributes: {
			"{Your lookup column Name}": {
                "dataValueType": Terrasoft.DataValueType.LOOKUP,
                "lookupListConfig": {
                    "filters": [
                        function() {
                            var filterGroup = Ext.create("Terrasoft.FilterGroup");
                            filterGroup.add("IsNotNull",
                                Terrasoft.createColumnFilterWithParameter(
                                    Terrasoft.ComparisonType.GREATER,
                                    "[{Your lookup column Name}:Id].RemainingAllocation", 0));
                            return filterGroup;
                        }
                    ]
                }
            }
		},

With these records where the remaining allocation is 0 will not be displayed.

Hello!



I would recommend to use Operation permission for that.



Than you can add attribute in the page schema:

            "UsrCanReadSomeData": {

                "dataValueType": Terrasoft.DataValueType.BOOLEAN,

                "type": Terrasoft.ViewModelColumnType.VIRTUAL_COLUMN

            },



and add reading this permission in init method:



 RightUtilities.checkCanExecuteOperation({operation: "UsrCanReadSomeDataOperationPermission"}, function(result) {

                    this.set("UsrCanReadSomeData", result);



Than you can use this attribute in business rule to show/hide Tab



Kind regards,

Vladimir

Hi Lebouteiller,
We recommend using the "Run business process" event. In that case, Creatio's internal logic will handle creating a record rather than DataService.

I have an article that shows how to do this (conditionally allow based on values of the selected row). See https://customerfx.com/article/conditionally-allowing-delete-copy-or-ed…

Hope this helps.

Ryan

It worked! Thank you very much Ryan!

Hi Josh,



Please make sure that your exported package doesn't have additional strings appended to it like a date.



Whenever we export a package, the package is downloaded into a ZIP file with the current date appended to the filename followed by an underscore (_). After exporting the package, please remove the newly appended date and make sure the downloaded package name is exactly the same as the package in the configuration section. 



This is one of the reasons that cause an error while installation (parsing of package). Please post your install_log.txt to understand this more better.





BR,

Bhoobalan Palanivelu.

Hello Vladimir,



Please find the information about up filtering of lookup field values on a record page in this article. 

 

Bogdan,

thank you for link to Creatio basics.



But combination of quick filters (tabs in this case) gives possibility to search by second condition - by product name.



If you use search in lookup for one criteria (e.g. Inactive), you cannot search by another criteria - name. 

Besides, search in lookup requires much more actions (more than 4 clicks) comparing to 1 click in quick filter



That's why we are searching for smart solution



Kind regards,

Vladimir

Vladimir Sokolov,

We recommend creating a business rule on the page depending on a particular checkbox: if the checkbox is activated, then display the field in which the code filtering is implemented, if deactivated - hide the column with filtering in the code and show the column without filtering on the page.

You might need two columns so that you control the visibility of one depending on a particular checkbox. It can be achieved by using a business rule. 

Please try using the filters described in the article above for one column, and for the other one - do not apply the filters from the code (so that all Lookup records are displayed). This way, you may not use code elements as you just implement the business rule - filtering on the page.

Alla Blinova,

Thank you. Yes, we use solution with field and business rules, but customer should open lookup, search, then close lookup, change checkbox, open lookup again... 



Sometimes it can be acceptable, sometimes not. That's why we are looking for better option - to allow user change lookup filtration directly in lookup window. It can be a checkbox in lookup window or several predefined tabs. Maybe it sounds like an idea for future versions, maybe it is possible implement with current one



Kind regards,

Vladimir

Hi Ignacio,

You can pass LeadId and the TemplateId as process parameters (create two Guid parameters in the process settings). Then you can use the "Read data" element and read specific columns of the lead record (use the LeadId parameter in the "Read data" filtration to get the value for needed columns). Then you can create additional text parameters and pass the read column values to them (using formulas for example). The same approach is for the "Email template" object and TemplateId parameter (you need to get the template body, so you need to read it in the "Read data" process element). And finally you can use string interpolation (or String.Replace method) in the script task to replace macroses (macorses, not their values, like [#UsrSomeColumn#], it's passed in the template body) with the actual values read from the "Lead" object using the "Read data" element (the ones that we wrote to the process parameters). To get process parameters values in the script task you need to use Get<string>("ParameterCode") (see more examples here) construction in the script task, then you can use String.Replace in the following manner:

string UsrStringParameterValueToUse = Get<string>("UsrStringParameterValue");
string EmailTemplateBody = Get<string>("UsrEmailTemplateBodyParamter");
EmailTemplateBody= EmailTemplateBody.Replace("[#UsrSomeColumn#]", UsrStringParameterValueToUse);

And then you can return EmailTemplateBody to some another string parameter value using Set<string> command and as a result you will get the result needed.

Thank you for your response Oleg!

Right, that would be the "manual" approach. I was hoping I could reuse the same service that is being used when creating an email from a template. For example, I can use a ReportService to generate a printable inside a business process. I was hoping that we have in Creatio something like "EmailService" that processes an email template and returns the generated text.

Pavel Shkomov,

You need to use the script-task to send the email from the code directly. Please see this Academy article that describes how to form and send the email from the code (this article also have examples of implementations, please use the "Examples" tab at the top of the article).

Ignacio Alvarez,

there is another approach:

var macrosHelperClassFactory = ClassFactory.Get<MacrosHelperV2>(new ConstructorArgument("userConnection", UserConnection));
 
string emailTemplateCode = Get<string>("ResultEmailTemplatePlain");
string templateEntityName = Get<string>("ContactEntityName");
Guid templateEntityId = Get<Guid>("ContactRecordId");
 
var replacementResult = macrosHelperClassFactory.GetTextTemplate(emailTemplateCode, templateEntityName, templateEntityId);
Set<string>("ResultEmailTemplateHTML", replacementResult);
return true;

There should be also the following parameter values:

1) the code is ContactEntityName - Text (50 characters) data type ("Contact" value by default) - represents the object from which data for macros is selected

2) the code is ContactRecordId - Unique identifier data type - represents the record Id to get data for macroses

3) the code is ResultEmailTemplateHTML - Unlimited length text data type - contains the template with filled macroses

4) the code is ResultEmailTemplatePlain - Unlimited length text data type - contains the template without filled macroses

Also you need to add the following namespaces to the process usings:

Terrasoft.Configuration.Utils

Terrasoft.Core.Factories

You need to use the "Read data" process element and read specific email template (the object is "Message template") and you need only the "Body" column value. Then the read body of the template should be passed to the "ResultEmailTemplatePlain" parameter using the "Formula" process element.

As a result of the script-task process element you will get the formed email template body with filled macroses in the ResultEmailTemplateHTML parameter that can be then displayed for example using the autogenerated page.

Hello,

Please refer to this Academy article (+ this) to define the package dependencies.

Best regards,

Mira

hi @Jonathan,



It's recommended to have the package that has access/connected to all the base packages of the Creatio bundle. Also, the package dependency diagram in the configuration section will give insight into the structure of the package of products (Sales, Service, Marketing, Studio).







In your case (i.e., sales bundle), the package SalesEntepriseSoftKey_ENU shall be added in dependency. Please be informed that SalesEntepriseSoftKey_Obselete package shouldn't be added in dependency as this might be removed in the product updates.





BR,

Bhoobalan Palanivelu.

Bhoobalan Palanivelu,

Hi @Bhoobalan,

The problem here is that if I put the dependency on "SalesEnterpriseSoftkey_ENU" package, it will only work with the "SalesEnterprise" products of Creatio, not SalesTeam nor SalesCommerce.

Best regards,

Jonathan