I am still learning Creatio and have a simple issue. While making order requests, I want to add multiple contacts to my orders. There is no predefined number of contacts. It could vary from order to order. What would be the best way to have this in creatio? I was thinking of having a button that creates a new Dropdown field in which users can select a contact. And every time he clicks on the button, it creates a new field. Is that possible? or is there any other and better way to do this?
I have also tried an expanded List but that just displays all contacts. I don't want it to show them all. I want some kind of selection etc.
Sadly, I dont have a screenshot I am just looking for guidance on how to make it. In my orders, I want it to show a list of employees to which this particular order will be assigned. It should be some kind of selection in which I can select multiple employees and because later on, I also want to trigger a Whatsapp or Mobile message to them that the order has been assigned to them. Thanks!
No Owner is different. He is the one that's making the entry into creatio. These are the general employees of the company to whom we are assign these orders. Let me give you the scenario. We have orders in our system. These orders are assigned to multiple people. They are not the user of Creatio platform. They are junior employees that pick those order and confirm with us
I am trying to configure an email element in a dynamic case but when I try to select from a main record column so that I can send the email to the contact who submitted a Case, I am unable to select the contact's email to add in the email element. How can I assign the email?
In Freedom UI the best option would be - to move your large handlers logic to separate schemas and call them when required.
Here is an example how it may be done:
1) Create a custom Module, where executive code would be stored (It would be better if you use the same package. At least, make sure that the package with handlers is within dependant ones of the package with requesting schema)
2) Fill our new module with the required logic
3) Add our new module to the main Schema resources
4) Use Global functions
Example result:
As you may see on Contacts_FormPage we had "Raw Data for Global Handler" that was transformed into "Resulting Data for Global Handler" using a global method in a separate schema. This method may be called several times instead of duplicating the code.
This approach should let you optimise your methods.
I've been able to use the sdk classes, such as model, from modules without issue. Can you share some of the code for how you're using it? Also, which version are you on? I did experience some somewhat related issues with using referenced modules in 8.0.6 but were resolved in 8.0.8.
I am using version 8.0.8, Attaching the sample code I tried using sdk classes . When I am trying to load RoadSegment, It throws me an error saying "RoadSegment.load is not a function".
The same questions were asked on the community previously, and you can find those questions here, here, here, and here. Please refer to those articles so to be able to hide a button.
And
There were a couple of similar requests on our community. You can find the solutions here:
But seems like, the shared community articles are irrelevant to what we raised. Those articles describe hiding the new button itself. But the requirement for us is to keep the new button and just hide one or more pages from the new button drop-down when there are more pages in that particular section. Kindly double-check and help us resolve this issue.
You only need tp modify the "Website" in the code with the caption of the edit page you need to remove from the "New" option. After that refresh the page and the menu item will be removed. Debug the execution of the example above and add your own logic if needed.
The needed lookup is called "Opportunity results". If for some reason it's not available in your system, you can create it manually based on "Reason won/lost" object.
We have a business requirement that involves many approval flows. If we use the business process to send the approvals, it will automatically be canceled if the user didn't approve or the business process will be in the running stage.
What is the best practice for dealing with approvals?
I am curious, what is the business and/or technical reason for having a completely separate section for employees under the out-of-the-box solution, and employees are not just supposed to be registered with all their employee data in the Contacts section?
I feel like rights management would be sufficient to distinguish who has access to sensitive employee data in an Employee type Contact record.
Not all employees of a company might be Creatio users. The employees area is sort of like for HR. It’s still a contact, but with extra details in an area that is only the company employees.
it was confusing for me at first. But it’s a nice place to keep extended details about employees without cluttering up the contact record since likely a very small percentage of contacts are employees. It is basically an extension of the contact record.
I am trying to disable the "Complete" button on any user task in a Case if any of the Checklist entries have not been completed for that Case. Does anyone know of a way to achieve this or have any examples ?
Thanks for the reply however this assumes the checking should be done when creating a task. I need to be able to intercept the hover over an existing task and at that point check the criteria and either enable or disable the "Complete" button before it appears against the task.
The generation of the source code can't help solve the problem. You need to find the missing schema in the development environment for building the dependency and binding resources to the package.
The generation of the source code can't help solve the problem. You need to find the missing schema in the development environment for building the dependency and binding resources to the package.
