Hi Community,

We are encountering this error when saving a business process in our local Creatio 8.1.3.6789 instance (PostgreSQL, SalesEnterprise + Marketing + ServiceEnterprise package):

 

Error occurred when saving: 23503: insert or update on table "SysLocalizableValue" violates foreign key constraint "FKYru8eiQRBeFoEfawvRwKSlCy2o"
 

The issue happens for all team members and seems related to missing schema or metadata.

Is this a known issue with this Creatio version? Any recommended fix or workaround?

Thanks!

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Hello Kani

It seems you don't have the corresponding record on the SysCulture table, try to enable the postgres log and get the insert or update that raises the error.

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i am trying to configure/make  a filter system that let's me select a set of options based on another set of options, basically a filter system for lookups based on lookups, what i understand is using business rules like so...

if Provinsi = DKI Jakarta 

then Kota = (Dropdown => Jakarta pusat, Jakarta Barat, Jakarta Utara, etc)

if Provinsi = Aceh

then Kota = (Dropdown => Aceh Selatan, Aceh Utara etc)

 

now im trying to find a better way to filter the dropdown without going through them 1 by 1 i want to do it for 5 fields

Provinsi, Kota, Kecamatan, Kelurahan, Kode Pos

and each one needs to have the right option values

can anyone suggest a better way to handle this since i have no idea on how to do this

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Michael Fernando Handoyo,

Hi Michael, 

I updated the screenshots in the article to reflect the current version of Creatio. https://customerfx.com/article/how-to-make-dependent-lookups-in-creatio-formerly-bpmonline/

Ryan

You can set them up as dependent lookups by adding a Provinsi column to the Kota lookup and then just one simple business rule to filter. See https://customerfx.com/article/how-to-make-dependent-lookups-in-creatio-formerly-bpmonline/

Ryan

Ryan Farley,

ok the tutorial stated for an older version of creatio(formerly bpm'online) but how do you do it on the newer version where do i find the subcategory and category folders? is it in lookup folder?

Michael Fernando Handoyo,

Hi Michael, 

I updated the screenshots in the article to reflect the current version of Creatio. https://customerfx.com/article/how-to-make-dependent-lookups-in-creatio-formerly-bpmonline/

Ryan

Ryan Farley,

thank you, now it is easier to understand

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Hi 

 

Need to store Social Security Number -- so do we check box "Contains personal data" for storing and for retrieval using some expression to mask the data. Does Creatio has out of box functionality to handle SSN

THanks 

 

  

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Hello!

Our system is not designed to store SSNs and does not have the necessary compliance certifications, so we do not recommend storing this type of data.

However, if you still choose to store it (understanding that we are not compliant), then yes — you can use the "Contains personal data" option.

Currently, we do not have such functionality, but our R&D team is working on it, and it will be included in future updates.

Regards,
Orkhan

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Hi Creatio Community,

I need to trigger a business process (BP) whenever a new record is inserted into the Webhook object through a webhook.

I’m using the Entity Event Layer and listening to the OnInserted event for the Webhook object. How can I trigger the  BP from the entity event code when a new record is added?

I’ve tried using ProcessExecutor and ProcessManager, but encountered access issues. Any help or example code would be greatly appreciated!

Thanks!

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If all you need to do is start a process, you can just create a process with a signal start on Record Added in the Webhook table. See https://academy.creatio.com/docs/8.x/no-code-customization/bpm-tools/process-elements-reference/events/signal-start-event

Ryan

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Hello,

I have a client that interest in a WhatsApp integration into their platform, not really sure how to get started. Anything helps!

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Hi Jose,

Please refer to the following Academy article for documentation on WhatsApp integration.

Hi Jose! How are you? Hope you are doing well. I also recommend to checking out our addon: https://marketplace.creatio.com/app/whatsapp-connector-creatio

Regards

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I'm working on an app where user uploads an image and presses a button to "analyze" it, this starts a process which should take the image, and pass it to my outside API for analysis. I'm having a problem at the first step of the process since the process doesn't seem to see that any image was uploaded. I don't know how to explain this better so I'll attach couple of screenshots of my app/process, feel free to ask.

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Any help would be appreciated. 

Still didn't find a solution.

Hello,

From what you've shared, it looks like the process isn't retrieving the uploaded image as expected. To help pinpoint the issue, here are a few steps to take:
1. Turn on tracing for the business process. This will show whether the record ID and file attachment are actually being passed to the process at runtime.

2. Make sure that the RecordId used in the “Process file” element is the same ID as the one associated with the uploaded attachment. If you're triggering the process manually, double-check that the correct record is selected or passed in.

3. In your “Process file” element, you've selected HomeSection as the object. Confirm that the attachment was uploaded to this exact object. If the file was uploaded to a different object (e.g. another section or lookup), you’ll need to change the source object in the element configuration accordingly.

4. You can directly query the SysFile table (or the relevant attachment table) and check if the uploaded file is tied to the expected record ID and object schema.

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Hi Everyone! 

I have a use case where I need to make adding a record to a detail on the Opportunity page mandatory for a specific stage in Opportunity DCM. 

Would anyone know how to implement it? 
Are there any differences between Classic and FUI? 
Can it be done through Validation? 

Any suggestions welcome!

Thanks so much for your help!
Jacek

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Hello Jacek,

In order to implement your logic you will have to create the user task for adding a record to the detail and set it as required step in DCM.

Opportunity management 

Hello Jacek,

In order to implement your logic you will have to create the user task for adding a record to the detail and set it as required step in DCM.

Opportunity management 

Yeah, this is something a missing for which it's quite useful to have to behave like a mandatory field, rather than a task to fill in. 

Have not found a way other than to add task, but we did it in a business process so that it will first check if detail has some records or not. 

Use cases : Address filled in ; Products added to opp.. there's probably more. 

Our sales team are not big fans of extra tasks to validate in addition to the data to fill in.

Unfortunately, it is not possible to make some detail mandatory for filling in with user.  We registered this request and forwarded to our R&D team for consideration and implementation in future application releases.

It is possible to do with development though. 

Here is a sample algorithm for how it may be done in Classic UI. Please not that the methods in the examples serve only for giving an idea of how this may be done and don't perform actual business task: 

1) Create an ESQ to check if the detail has records added.

Example: 

checkDetailRecords: function() {
	var accountId = this.get("Id");
	var select = this.Ext.create("Terrasoft.EntitySchemaQuery", {
		rootSchemaName: "AccountAddress" //name of the detail object schema
	});
	var esqFilter = select.createColumnFilterWithParameter(Terrasoft.ComparisonType.EQUAL, "Account", accountId);
	select.getEntityCollection(function(response) {
		if (response.success) {
			var collection = result.collection;
			if (collection && collection.collection.length > 0) {
				this.set("DetailHasRecords", true);
				this.set("ESQCompleted", true);
				this.save();
			} else {
				this.set("DetailHasRecords", false);
				this.set("ESQCompleted", true);
				this.save();
			}
		}
	}, this);
}

2) After checking if there are any records you would need to save the result, for example, to an attribute: 

Example: 

attributes: {
	"DetailHasRecords": {
		"type": Terrasoft.ViewModelColumnType.VIRTUAL_COLUMN,
		"dataValueType": Terrasoft.DataValueType.BOOLEAN,
		"value": false
	},
	"ESQCompleted": {
		"type": Terrasoft.ViewModelColumnType.VIRTUAL_COLUMN,
		"dataValueType": Terrasoft.DataValueType.BOOLEAN,
		"value": false
	},
}

3) After that you can override save method for the opportunity to check if the detail is filled in when the opportunity in a specific stage  

Example: 

save: function() {
	if("ESQCompleted") {
		if("DetailHasRecords") {
			this.callParent();
		} else {
			this.showInformationDialog("Please fill in ....");
		}
	} else {
		this.checkDetailRecords();
	}
}

 

Also to prevent the opportunity when record was deleted from the detail and no records in the detail left you can use the method onDetailChanged: 

onDetailChanged: function(detail) {
	this.callParent(arguments);
	if (detail.schemaName === "AccountAddress")//name of the detail
		this.checkDetailRecords();
	}
}

Thank you Iryna and Damien for your replies and advice. This is much appreciated! 

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Hi, 

Trying to add pre-defined filter which will list only transaction which were modified in last 10 mins in a Freedom Page. In the setting only Previous hour can be presented -- is there any way to handle this 

 

Thanks 

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Hello,

We checked the functionality and want to inform you that unfortunately there is no possibility to change it yet.

We have registered it in our R&D team backlog for consideration and implementation in future application releases. 

Thank you for helping us to improve our product.

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Hello,

In my Project's form page, I have two charts that summarize data from a Time Cards object in the form of a bar chart and a column chart. After placing the chart component onto my form page, I had trouble resizing the charts to make them larger. I attached below an image for reference. Any help on how to resize charts would be greatly appreciated. Please let me know if you have any questions or need me to further clarify. 

 

Best,

Shubh

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If you drag them taller it will give more room for the chart bars/columns and the text will be more readable.

If you drag them taller it will give more room for the chart bars/columns and the text will be more readable.

Ryan Farley,

Thank you! This worked. I did not see the little square to drag the chart taller before.

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Dear,

When starting Creatio we have the following errors :

Classic UI

It seems that Creatio is not finding some language files.

Can these mistakes be corrected ?

Thank you !
Nicolas

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Hello!

Try to change the language of the user to English, recompile the system. Then switch back to French and try to reproduce the error.

Have a nice day!

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