Hi!

 

You can configure business rules to set a value in a specific field when a condition is met. You can find an example of how to configure it in the manual - https://academy.creatio.com/docs/user/customization_tools/ui_and_busine…

 

Regards,

Anton

Hi Anton Starikov,

Is it possible to use business rules if the value is dynamic? 

For example, when a specific requirement is met I want the field to have the previous value, which was defined by the user.

Thank in Advance.

Best Regards,

Pedro Pinheiro

Hi! Pedro Pinheiro,

 

Unfortunately, you can't do this with the standard settings. Perhaps it can be implemented by custom development.

 

Regards,

Anton

Hi

Anton Starikov,

Do you have any steps that could help us implement this custom logic? 

Thanks in Advance.

Best Regards,

Pedro Pinheiro

Good day,

Could you elaborate on what exactly you are having trouble with?

You should be able to just delete the unneeded elements by clicking on them and pressing the trashbin icon.

Thank you.

Unfortunately, I cannot delete unneeded elements from base packages. This is out-of-box feature that I want to overwrite

Vladimir,

Thank you for the explanation.

In that case, you could create a copy (a replacement object or just an export copy) of the Invoices and put it into your own custom package.

This will allow you to alter its behavior.

Here are some of the articles on the matter:

https://academy.creatio.com/docs/developer/development_tools/creatio_id…

Thank you.

Artem,

But if I make replacement object, it inherites all the process from base packages.

And if I create new object, I need to make all logics from scratch.

Hi Pedro,

Our R&D team has an opened task on this topic, there is a test solution, but it cannot be applied to productions. Once the task is completed we will notify all our customers and partners in the Release Notes for the app. Thank you for helping us in making the application better! 

Hey Oleg,

Any update on this? Is there a way to update a field, or save a record silently without triggering other events/handlers?

Thank you!

Chris

Chris Heyman,

This functionality has not yet been implemented, but we have already received many requests from users, so the R&D team should take this task into development. 

Hi all,

Any news on this?

April 2023 was the original request.

Almost one year in.

Thanks

Luis Tinoco Azevedo,

You can set 

request.preventCardClose = true;

in the "crt.SaveRecordRequest" request. See my post on this thread for more details: https://community.creatio.com/questions/dont-close-page-after-saving

Ryan

Hello,

Please note that we do not have such an integration in the system and we advise using the basic export functionaliy, as it does not have any limits.

As an alternative option, you can use Integrations & API, Odata web service for this.

Can you please tell me how to process such a case: we have a table with 21 000 records and we can't load it because after 20 000 records an error appears, how can we solve this problem?

Anna,

In this case I recommend you contacting our Support team directly at support@creatio.com so we could check this issue on your site.

You can use OData 4 $top and $skip parameters to load all records.

Example to load 3000 records:



https://demo.creatio.com/0/odata/contacts?$top=1000&$skip=0

https://demo.creatio.com/0/odata/contacts?$top=1000&$skip=1000

https://demo.creatio.com/0/odata/contacts?$top=1000&$skip=2000

Thanks , but links are not active

Can you be more specific as to what you are trying to do?  Are you trying to load data from your DWH to a Cloud instance?  Is this a one time thing? Are the inserts or updates?  How are trying to load?  Odata DataService?  Are you using an app or self coded? 

Hi!

You have specified "RealtyTypeId". Maybe you meant "ReadTypeId"?

Looking forward to hearing from you!

Hello,

You need to create a custom item view module based on the Contact object and add it to the Leads section. Please use this article as a reference where the same task is described using a custom "Books" section added as timeline item to the "Accounts" section.

Hi!

Please test the web service independently to see whether it works as expected in the first place. Then, verify the service operation mapping: Make sure that the web service is correctly mapped to the service operation in the business process. Check that the mapping for the response parameter is correct. Sometimes reading the element might help.

If none of it helps, we ask you to submit a request to our team via support@creatio.com or the Success Portal. We'll need to access the instance remotely in order to help.



Thank you for your cooperation!

Hello,

 

You can use EntityEventListener to solve your task.

More details on the academy website:

https://academy.creatio.com/docs/developer/back_end_development/objects…

Hello Thibault,

Would you please provide more details on your question, so that we can check it for you?

Hello Yuliya,

I am calling a third party service in order to obtain an authorization code from scratch. After that, I am redirected back to my edit page with a code. The url looks like this: https://079046-studio.creatio.com/0/Shell/?code=Uq-EurbsQyJ1si-mXiw_DW7…. I would like to know how I can retrieve the code to put it in a business process.

Hello,

Please review this video material, as it may assist you in implementing your task:

https://www.youtube.com/live/mHaGY1DxETw?feature=share&t=292

https://www.youtube.com/live/ehjfcBxpLsQ?feature=share&t=247

Hi, I think you can try this

1. Make parameter to record your code, in my example it is simple string parameter called UsrTest2

2. add script task:

string resultString = "https://079046-studio.creatio.com/0/Shell/?code=Uq-EurbsQyJ1si-mXiw_DW7…";

string part = resultString.Substring(0, resultString.LastIndexOf('#'));

string newURL = part;

string[] parts = newURL.Split('=');

string itIsCode = parts[parts.Length-1];

Set<string>("UsrTest2", itIsCode);

return true;

3. Get some autogenerated page to see the result

4. Result

now my parameter UsrTest2 holds the code from URL. I can use it anywhere in the process now.

Note: this example works if your url is going to be static and there will be no extra symbols. If your url format is changed - this code might not work properly. In that case you will have to query the string to find the code after the word "code=", something like this

foreach (string queryString in queryStrings)
{
 if (queryString.StartsWith("code="))
	{	
    string codeValue = queryString.Substring("==".Length);
     Console.WriteLine(codeValue);
   }
}

Hi, 

Thank you for your answer. The URL will not be static since the code will change with every call. However, I am unsure of how to retrieve the URL string.

Hello Aurora,



Could you please let us know what portal license do you have on this local instance?



Also, could you please verify whether this DCM object is added to those lookups in order to be visible to portal users?

And one last question, does it appear on the portal the DCM for the cases section?

 

Hello,

I am having the same problem. I added the DCM object to both lookups, and I am also having an error in the console.



I check the DCM in the cases section, and I can see it.

Hello All!



Please check the following article for steps on how to add DCM to the portal: https://community.creatio.com/articles/enable-dcm-portal-users

In case you would still receive the error - please contact us on support@creatio.com

As I see it - this error is not the same for all and would require an individual approach.

Best Regards,

Dan

Bogdan,

Hello Bogdan,

The portal license that I am using in my local instance are as in the photo attached:

Is added object of Application Form (section) but not the case object (should be with the name "Application Form case in the Portal) :

Related to the last question DCM does not appear in the portal section (but as you can see to the image attached the section of the task appear but no the stages one).

Thanks,

Denis Bidukha,

Hi Denis, 

Images attached to the link are not clear.

And another question please , this solution is available for  the latest version of Creatio ?

(I am using Creatio  v8.0)

Thanks,

Aurora Leka,

Hi! The pictures are not representative anyway as they are made in Old UI. The information should be still relevant though. Please check if the specific portal user has required access rights and it the object has an "SSP available " checkbox checked.

If that did not help - please contact Support individually for investigation to be held

Best Regards,

Dan

Hi all,

I want to share with you solution that Creatio support team helped me.

You have to check in object permissions if  "Portal Users" have permission to use  "SysDcmSettings" .