Hi All,

 

By default Inherited column Id is GUID.

Want to make the other column or no duplicates in Object. Data getting from the Api endpoints

 

What is the process and what is the data type need to use?

 

Please help.

 

Many Thanks.

 

 

 

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Good day,

 

Unfortunately, using another column as a primary key for your table is not supported by Creatio, and you are unable to insert other Ids into your primary column either.

 

This logic is a fundamental part of how the system queues its data and it cannot be easily changed.

 

Thank you.

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OOTB Lookups such as "Contact Type" and "Account Type" have the column "Colour", which is used to allow the lookup on a list to be colour coded. 

 

I have tried adding a "UsrColor" to custom objects/lookups, but the functionality does not seem to work. I also can't see any baselookup where this column is already there. 



Has anyone else managed to do this?

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Select your color column in the object properties and you should be good

Ryan

Select your color column in the object properties and you should be good

Ryan

Ryan Farley,

That worked and totally missed this bit. Thanks!

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Good day, Colleagues!

Does anyone possibly have a code example on the new Freedom page showing how to calculate the difference of values ​​of two page fields and write it into a third field? For example: payment balance = Amount-PaymentAmount Maybe there's also a code example on how to get the exchange rate on the date specified in the Date field according to the Currency field or an example of how to refer to another object to get a value from it.

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You can see how to wire up a code to respond to a field change here:

https://customerfx.com/article/responding-to-an-event-when-a-field-is-c…

As far as getting and setting the values, this article will show you how to do that: 

https://customerfx.com/article/reading-and-setting-field-values-via-cod…

Ryan

Ryan Farley,



Thank you, I will give it a try.

Ryan Farley,

 

How can I achieve the same requiremet, but for the fields that are inside a detail with editable list?

 

Thank you in advance.

 

Best Regards,

Pedro Pinheiro

 

 

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how to filter list page according to current user contact type in freedom ui

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Hello,

 

Could you please describe an example of what logic you need to achieve?

Mira Dmitruk,

 

hello iam trying to get list according to current contact department 

saad mohamed,

 

If I understand you question correctly, you can apply filter with the following condition:

sorry you can not understand me i will explain again

imagine that i have employer in markting department and another employer in hr department

and i need to get records according to employer contact 

if we type it in sql will be like this select * from courses where department = CURRENT_USER_CONTACT_DEPARTMENT

any updates

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Hello community,

We are also facing the issue. We have created an approval task via the business process. While the approval task is seen in the notification center, the counter does not get increased or visible.

Please advise.

The test process creates an approval task for the current user.

 

After the process is triggered, the task appears for the current user, but no badge or counter is seen as highlighted in yellow.

Thanks in advance!

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Hi, Yasaswini!

 

Unfortunately, we are not able to understand what exactly you meant by "badge or counter is seen as highlighted in yellow."

 

Please get acquainted with this documentation and clarify the current and expected behavior.

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I am working on a use case to use angular component inside creatio. I have followed this link .It seems like it is old documentation most of the js files mentioned in that link is not there in the angular package. Can anyone helo me on this 

TIA

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Hello Pavan,

 

Can you please describe this question a little bit in details? At which particular step do you face issues?

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Hello,

 

We are looking for Creatio Source IP Addresses/IP CIDR Ranges to whitelist in our CloudFlare WAF. Currently, we are attempting to integrate our CRM with Creatio, but we are receiving a Managed Challenge from the Cloudflare Bot fight mode. However, we have not yet found information on your website regarding the source IP addresses/ranges from which Creatio will be making requests. We could just whitelist the whole path, but then that would allow anyone to make requests unchallenged. Currently all traffic to our CRM is coming from one IP address, so we could just whitelist that but before doing so we would like to officially confirm this is a static address.

Would someone be able to provide either a reference to Creatio source IP addresses/CIDR ranges, or at the very least confirm or deny whether the current IP (13.xx.xx.148) is static? I appreciate any assistance you may be able to provide.

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Hello,

 

We see that you sent us a request in the system number: SR-01214406. 

In this request we will answer your question.

 

Regards,

Orkhan

Hello,

 

We see that you sent us a request in the system number: SR-01214406. 

In this request we will answer your question.

 

Regards,

Orkhan

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Hi community,

in my local environment the "Indexing for full-text search" is missing, the section settings page show me "System object".

In my local env I don't have global search configured.

How can I set this field in my package ?

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Hello Stefano,

 

The checkbox will only appear if the global search service is set up for the local environment. Please refer to this article.

 

Best regards,

Anastasiia

Hi Anastasiia,

How can configure the package that contains this custom entity to index it?

If I don't have gs configured locally

Stefano Bassoli,

Hi,

 

If there is a need to add this parameter to the package, you can enable the checkbox via UI and the change will be added to the current package. As mentioned, the checkbox will only appear if the global search service is set up for the local environment.

 

Best regards,

Anastasiia

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Hi all,



Where can we change signature date alignining automatically on closed won status change date in opportunities ? We deactivate OOTB opportunity process, and it's still changing when choosing ootb closed won step in DCM.





Cheers,



Damien

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Hi Damien,



you can find this logic in 'Opportunity' object processes

 

 

But I am afraid, you will have to override all this logics in the script to avoid setting closed on date



Kind regards,

Vladimir

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We have to build forecast hierarchy based on columns from multiple objects, is there a way to build it.

 

When I tried creating a Forecast on a View object, I got the below error,

 

Error "42809: referenced relation "UsrSalesPersonForecast" is not a table" occurred when updating schema structure. SQL script text: "ALTER TABLE "public"."UsrUsrSalesPersonForecastForecast" ADD CONSTRAINT "FK1BLqxq3nLaQIhH52szd47Se7eNI" FOREIGN KEY("UsrUsrSalesPersonForecastUsrPrimaryKey") REFERENCES "public"."UsrSalesPersonForecast"("UsrPrimaryKey") ON DELETE CASCADE"

 

Any suggestions are welcome...

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Currently the only possibility to build hierarchy in forecasts is by using connected objects from the columns of the original object in the forecast (by selecting them in the level of hierarchy directly):

As for the error message itself: a foreign key must reference a (base) table* in the same database (a base table: not a view, not a foreign data wrapper table) as stated here. In your case one of the columns is referencing a view so that's why the error message popups when updating the database structure.

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