Hi Creatio Team,



The requirement is to show only the needed columns/attributes to be displayed in the OOTB filter in the section as you can see in the below image.





As you can see in the above image, all the columns are getting displayed in the contact section. The requirement is too show the needed columns/attributes and not the whole. Need to implement this functionality across sections. Kindly, guide us in implementing the functionality.



Regards & Thanks,

Adharsh S

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Hi,

Take a look at this post, you can hide unnecessary columns by setting its Usage mode to "None".

Also, you can look here:

https://community.creatio.com/questions/hide-fields-lookup-filter

Dmytro Vovchenko,



We can't use the Usage Mode - None. because these fields which are to be hidden, need to be reused in Business Rules, process and other places. So, this approach we can't go forward.



The second approach, I have looked into the link - 

https://community.creatio.com/questions/hide-fields-lookup-filter.



The below code mentioned in the above link,

define("GlbLookupPage", ["ConfigurationEnums", "LookupPage"], function(ConfigurationEnums) {
 
    Ext.define("Terrasoft.configuration.GlbLookupPage", {
        override: "Terrasoft.LookupPage",
        alternateClassName: "Terrasoft.GlbLookupPage",
 
 
generateViewModel: function() {
            var model = this.callParent(arguments);
            model.getSchemaColumns = this._getSchemaColumns;
            return model;
        }

Can you give me some example code - For eg, I need to filter only the columns such as ("Account", "Full Name", "Age", "Address type") under contact Section.

 

Regards,

Adharsh S

 

Hi Creatio Team,



Can you help me out with the mentioned scenario ?



Test case - "Can you give me some example code - For eg, I need to filter only the columns such as ("Account", "Full Name", "Age", "Address type") under contact Section."



Regards,

Adharsh S

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Hello Creatio Team,

What is the Creatio availability verification refered to ? (printscreen below)

How can I fix it ? Is it some sort of extra Configuration? This has only happened in the 8.0.2 version.

Regards

Petrika

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Hello,

 

We see that you have also registered a case directly for our Support team and we are already working on it so we will update you on the problem in that case.

 

Regards,

Mira

Hi,

 

we also experience the same problem with an on-premise installation in version 8.0.3.

 

Is there already a solution available?

 

Thanks,

Robert

Robert Pordes,

 

We kindly recommend updating the Email Listener service to resolve the error of verification on the diagnostic page.

Could you provide us with the information on where you deployed for the Email Listener service (Kubernetes or Docker)?



Also you are adding gmail mailbox to the system and it require a few additional steps due to Google security policy.

There are 2 possible ways to add the mailbox to the system:

1. Enable 2-Step Verification for the mailbox, generate the App password from the appropriate Google account and add the mailbox to the system.

2. If you are using Gsuite, you can configure your own app on the Google's side for authorization through the Oauth.



1. Using the App password.

There is a need to perform the below steps:



1) Create a copy of the mailbox provider GMail

2) Disable the system setting with code "UseGoogleSharedApplication"

3) Created password for the external programs on the GMail's side as described here: https://support.google.com/accounts/answer/185833?hl=en

4) Use password from p.3 while adding the mailbox with the help of copy of the mailbox provider from p.1. 

Login and password for the mailbox will be used inside Creatio system, not GMail. 



2. Create your own program on the Gsuite side.

It's a bit more complex variant, as there will be a need to perform the corresponding setting both through Gsuite and in the app.



1. Please perform the setting on the Gsuite's side as described here: 

https://academy.creatio.com/docs/user/setup_and_administration/base_integrations/google_mail_contacts_and_calendar/register_with_google_workspace/register_creatio_application_in_gsuite

In p.5 you need to choose "Gmail API" and complete the settings on receiving ClientId and Client Secret.

2. Populate the values for the mailbox provided with the received keys in "OAUTH2.0" type of authorization. 



Best regards,

Bogdan

Hi Community!

 

We have solved this issue, by using the new version of the docker image called emaillistener (bpmonline/emaillistener Tags | Docker Hub)

 

This has to be changed in the docker-compose file for the ListenerAPI and ListenerWorker service.

Another change is the port mapping for the ListenerAPI. It has to be 10000:8080 instead of 10000:80.

 

Also, there is an error in the definitions.json file, which is used in the rabbitMQ container. The vhosts part has to look like this:

"vhosts": [
    {
      "name": "/"
    },
    {
      "name": "ELhost"
    }
  ]

I have created a case and Creatio promised to update the academy article accordingly.

 

BR,

Robert

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Hi Community,

does it require more resources to have several business processes left "executing" (waiting for a timer condition to be satisfied to do something) or to have a single process scheduled to run every 5 min (i.e) that searches for some record that has a "due date" condition close to the current date time?

the difference would be that the former would be left "pending" for sometime, and the latter would terminate.

 

Let us know,

Thanks in advance.



Best regards,

 

Luca

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Hi Luca,

The better approach in this case - is to have a single scheduled process that will be executed fastly. 



Because each process, that is executing in background mode using 1 thread of quartz worker (Default value = 5 workers). So, if you will start a lot of the background processes, that are executing (waiting for some event) - you can overfill the background processes queue and new background processes will not start correctly until the old processes are not finished and the quartz worker is not free for a new task.

Hi Luca,

The better approach in this case - is to have a single scheduled process that will be executed fastly. 



Because each process, that is executing in background mode using 1 thread of quartz worker (Default value = 5 workers). So, if you will start a lot of the background processes, that are executing (waiting for some event) - you can overfill the background processes queue and new background processes will not start correctly until the old processes are not finished and the quartz worker is not free for a new task.

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Hello Creatio team,

I manage to give access for ( Operations and Records )to this specific object from the Configuration.

Even though these changes are not reflected as can be seen in the printscreen below:

How can i overcome this problem ?

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Hello,

 

As we mentioned in the submitted case to support, we do not recommend you manually check those boxes, to properly add them please follow the steps below:

  1. In the object, permissions section add your restrictions
  2. The system will create a "copy" of the object you are working on in the current package as a reference to the original object
  3. In that copy, you will see the checkboxes checked for the chosen options from object permissions.

Please make sure to set the "Current Package" system setting to the one you are developing in.

For further questions please refer to your support case.

 

Thank you.

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Hello Creatio Community,

This happens in the Application Section. When i fill in the product terms and try to save the Application this pop up is shown. Meanwhile the object SysFinApplicationSpecRight doesnt exist at all in the database. How can I fix this problem ?

Regards

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Printscreen of Error Logs

 

Managed to solve the problem by re-compiling FinApplicationSpec

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Hello,

I have a question regarding folder filter in Section.

When entering Section page by default there is no filter applied (All is displayed).

 

I would like to apply one from customers predefined filters as standard filter, to open/apply by default (Test folder in this example).

How can I achieve this?

Thanks.

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Hello,

 

The first option is to setup custom filtering by default when opening the section (something as was described here https://community.creatio.com/questions/default-filter-section). If you still need to display some folder by default than you need to dynamically modify values in the SysProfileData table (it stores currently selected folder in the section and as a result once user selects the folder, go to another section and returns back to the original section with the folder, there will be the same folder selected in the section).

Thank you Oleg, your idea with SysProfileData table is something what I need, but as I see it is not easy task to achieve, because value in SysProfileData table changes each time we change something in section. I need this to set initially only once and after that to let user change it as he wants. Thank you very much.

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Hi Team,



The requirement is to implement the Opportunity metrics container, like (Manager Mood, Probability) in the lead section based on some condition as (Lookup value - changes to "Opportunity") to the instance of version 8 and above.



Reference image is added below,





In the latest version we don't have this similar UI rather its updated to latest one in opportunity Section as below,





I have identified the code for the above metrics from base  file "Base Opportunity edit page" as shown below,



 

{
				"operation": "merge",
				"parentName": "ProfileContainer",
				"propertyName": "items",
				"name": "MetricsContainer",
				"values": {
					"layout": {"column": 0, "row": 0, "colSpan": 24},
					"itemType": Terrasoft.ViewItemType.CONTAINER,
					"classes": {"wrapClassName": ["ts-metrics-container"]},
					"items": [],
					"visible": true//{"bindTo": "isMetricsContainerVisible"}
				}
			},
			{
				"operation": "merge",
				"parentName": "MetricsContainer",
				"propertyName": "items",
				"name": "MoodContainer",
				"values": {
					"items": [],
					"itemType": this.Terrasoft.ViewItemType.CONTAINER,
					"classes": {"wrapClassName": ["ts-metric-item", "ts-mood-container"]}
				}
			},
			{
				"operation": "merge",
				"parentName": "MoodContainer",
				"propertyName": "items",
				"name": "OpportunityMood",
				"values": {
					"generator": "ImageListGenerator.generateImageList",
					"bindTo": "Mood",
					"id": "MoodImageList",
					"schemaName": "OpportunityMood",
					"schemaColumn": "Image",
					"caption": {"bindTo": "Resources.Strings.MoodListCaption"},
					"controlConfig": {
						"wrapClasses": ["opportunity-mood-image-list image-list"],
						"modalBoxClasses": ["opportunity-mood-image-list"]
					},
					"markerValue": "OpportunityMood",
					"tips": []
				},
				"alias": {
					"name": "Mood",
					"excludeProperties": ["layout"],
					"excludeOperations": ["remove", "move"]
				}
			},
			{
				"operation": "merge",
				"parentName": "OpportunityMood",
				"propertyName": "tips",
				"name": "MoodTip",
				"values": {
					"content": {"bindTo": "Resources.Strings.MoodTip"}
				}
			},
			{
				"operation": "merge",
				"parentName": "MoodContainer",
				"propertyName": "items",
				"name": "MoodCaption",
				"values": {
					"itemType": Terrasoft.ViewItemType.LABEL,
					"caption": {"bindTo": "Resources.Strings.MoodCaption"},
					"classes": {"labelClass": ["ts-metric-item-caption"]}
				}
			},

When I tried to implement in the current package with the file "OpportunitypageV2", I am facing the below error.





Kindly help me in figuring out the code that has to be included, so as to implement the metrics in Lead section.



Regards,

Adharsh S

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Adharsh,

Hi,

Take a look at this conversation, there you will find a discussion about the problem you are struggling with.

Hello, 

Please take a look at this conversation. I believe there you can find answer to your question.

Dmytro Vovchenko,



I have looked into to the code which is shared in the post. And also looked into the BaseOpportunityPage to implement other functionalities such as Probability, Days in Funnel in Leads section as you see below,









But I am unable to implement the Manager's Mood functionality. When I click on manager Mood, there is no event getting triggered, no error in console. I have looked through complete base opportunity page, unable to find its functional implementations. 

Can you help me in finding the right code to fit it to implement this feature.



Regards & Thanks,

Adharsh S

 

Hi Creatio Team,



Can you help me in figuring out the above scenario ?



Regards,

Adharsh S

Adharsh,

Hi,

Take a look at this conversation, there you will find a discussion about the problem you are struggling with.

Dmytro Vovchenko,



Thanks

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I am trying to setup the WorkspaceConsole for .Net core application(CRM bundle v8.0) and trying to follow the link https://academy.creatio.com/docs/8-0/developer/development_tools/delive… on Ubuntu.

Can anyone please assist on Step 4 replacement for .Net core as we cannot find the mentioned file

 

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Hello Altaf,



There is a separate paragraph in this article for WorkspaceConsole on .NET Core



Best regards,

Bogdan

 

Thanks Bogdan. I missed it.

Would like to know whether BuildConfiguration is equal to BuildWorkspace from .Net framework? As I checked my changes were not built after running BuildConfiguration only. It works only when we trigger Publish from Creatio.

Altaf Hussian,



You can find the description of the Parameter in the same article. 



Best regards,

Bodagn

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Hello,

 

My name is Per Näsström and work for Chessit in Sweden. We have a client who has a cloud based PBX called Telavox, from which they log in, make and receive calls etc. in that app. They would however also like it so that when you click a phone icon blue hyperlink in Creatio, that instead of doing an outward request to a phone server it opens their Telavox app on the computer instead to call the number which they pressed. Is there a way to change the code in the first layer of client code execution so that it instead starts their Telavox-app, or if we can change the link the background so it is associated with a certain program when you click it? Like if you press an excel file attachment in a CRM system that it knows to open Excel?

 

Best regards,

Per

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Looks like they support the tel: url. I have done this with Teams. In front end I added a button next to the phone number with an onclick action that does a window open to a tel: url.   in your browser try tel:enter_phone_number_here.  See if it opens your app and calls

 

 

Hello Keith,

 

Thank you for the feedback, we will try this solution with our customer and see if it works. In the meantime we also need to know how to change client side logic as well to be able to embed your suggestion to do it every time a phone link is pressed. You wouldn't happen to know how to do this?

 

Best regards,

Per

I have not been able to make a phone number a link. That is why I added a button next to the Phone Number.

If you want to open an application via the link I recommend you to read this article. Hope it would be helpful to you.

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Hi Team,

 

I need help in adding Custom Business Rules and in adding a detail to a section in Atlas 8.0 Version.

 

Please provide me with the relevant information required.

 

Best Regards,

Sarika

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It seems business rules are only arriving post 8.0.3 ( this last version is not yet released, and business rules are only in beta in 8.0.3)

Hello,



The features are available for beta testing in Creatio version 8.0.3 Atlas. 



Please find more information here



Best regards,

Bogdan

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