Hello Gemma,



There are differences between section wizard and detail wizard. 



If you want to add new detail to the page, you should do it via the section wizard:

But when I open up the part in creatio I want to add the detail - it opens up a place to edit a page not the section wizard

Gemma Davies,

It's a Freedom UI section, so you need to create [ Expanded list ].

Hello, 

Unfortunately, there is no possibility to use complex filters for business rules setup. We have this idea registered for our R&D team and I will notify them about this question to increase the importance of implementing this functionality.

Hello Sergii,

Is is possible to disable Job Experiences management in Creatio ?

or

is it possible adding code on the OpportunityClient object in order to select all account's contacts even if the contacts job experience is not the primary one ?

if it is a current job experience, it's enough.

Hello Nicolas,

Simply make sure that both your contacts are connected to the account:

The filtration business rule you have returns contacts related to the selected account and in your case one of the contacts is not connected to the account selected in the opportunity from your example.

hello oleg

that's the meaning of my question

if the contact's professional experience is not the main one, but if the contact is still part of the company, then the system filter doesn't display the contact.

I'd like to change this behavior.

Hello,

Unfortunately Global Search functionality cannot be applied to the attachments for now.

We've registered a query for our responsible R&D team to implement such functionality in the upcoming releases but due to complexity of the task there is no specific ETA as of now.

Best regards,

Anastasiia

Hi Hassan,

Try to set the default value from object settings.





Thanks.

 

Hello,

 

Try to generate source code for all schemas and compile the application.

Hello!

Please check the article below. There you will find detailed instructions regarding your question.

https://academy.creatio.com/docs/user/platform_basics/business_data/dup…

 

Hi Community,

Any update regarding the topic ?

Sasori

Hi Community,

Any update regarding the topic ?

Thank you

Sasori

Hi Sasori,

Good day,

The section names are data from the SysModule table, so the key should be Data:SysModule.Caption: + the Id of the record. For easier searching, you can use the following filter in Translations section:



Keycontains%Data%Caption

AND

Language0=Accounts

 

To find the Id, open the section wizard, and the Id will be in the URL. For example, for this section, the code will be: Data:SysModule.Caption:065063c9-8180-e011-afbc-00155d04320c

Thank you for your inquiry.

Thanks a lot for this explanation Pavlo!

Hello!

To implement it, you will need at least basic developer skills. In this case, we advise you to contact the manager about this issue.

Hi Harry,

Here is an article that outlines how to do that: 

https://customerfx.com/article/emailing-a-list-of-multiple-records-from…

Ryan

Thank you Ryan, great resources as always. 

Hi!

 

1. There are 2 ways to create invoices. 

 

- When you use the [ New invoice based on this order ] action from the [ Actions ] menu.

This will open a page with an invoice created based on the order. The [ Amount ] value on the invoice page is calculated as the total value of the products, not the [ Payment amount ] of the order. 

 

- Add an invoice automatically based on any installment step of the order. To do this:



Go to the [ Orders ] section and open the required record with the [ Installment ] details filled in. Select the needed step with the “Payment“ type and click on loupe in the [ Invoice ] column. The value in the [ Amount ] field on the invoice page can be calculated in two ways:

1) If no products have been added in the corresponding step, the [ Amount] field on the invoice page will be filled with the corresponding value from the [ Estimated amount] field from the installment step.

2) If the items were not added in the corresponding step, the [ Amount] field on the invoice page will be calculated as the total cost of the selected products.



After adding an invoice, a link with the invoice number will be displayed in the detail list. Click the link to open the invoice page - https://i.imgur.com/28Oj7K4.png



Therefore, it is normal that the The [ Amount ] value on the invoice page is formed from the total amount of products, not the [ Payment amount ] (Advance Payment) of the order. 



2. If the invoice added automatically based on any installment step of the order, a link with the invoice number displayed in the detail list (https://i.imgur.com/28Oj7K4.png) and status of the invoice changed to Paid - [ Actual amount ] Paid will the column will be equal to [ Amount ] value on the invoice (https://i.imgur.com/CRDoIrZ.png).



We recommend that you read more about this here - https://academy.creatio.com/docs/user/sales_tools/short_sales_orders_an…



Best regards,

Anton