Hi team. I have a business need to add multiple records to the same table on the server side during process execution. 

What is the best approach to do so? 

I was looking into EntitySchemaManager functionality but couln'd find solution myself. I am able to add one record at a time (see example below) but this proves to be ineficient aEntitySchemaManager approach. 

 

var entitySchema = _userConnection.EntitySchemaManager.GetInstanceByName("UsrTableName");
           var entity = entitySchema.CreateEntity(_userConnection);
           entity.SetDefColumnValues();
           entity.SetColumnValue("UsrColumn1Id", id);
           entity.SetColumnValue("UsrDate", date);
           entity.Save();

 

Please, advice.

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Hi Iuliia, 
You could probably use the "Add element" with "Add from selection" mode selected. It's hard to tell having so few details. If you could tell a bit more details it'd make it easier to suggest something. 
 

Hello Iuliia,
Thank you for your question,

It would be nice if you could provide more details regarding issue that you are facing: your code, business process etc.

Yevhenii Grytsiuk, Yurii Sokil,

the (simplified) business process is next: 

user creates some record in UsrTableName_1 that has StartDate and EndDate, usually they are far apart (for example, long leave of absence, that last up to few month). 

For reporting purposes we need to have these dates stored as separate records, meaning for each date between StartDate and EndDate we need to have separate record added to UsrTableName_2. 

To do so I am able to loop through dates  between StartDate and EndDate and add necessry records one by one (using the code snippet provided by me above) but it is ineficient approach because of the multiple Save calls. 

What I want to do is to calculate all the necesary records, add/attach them and then call Save() only once, so there would be only one call to the DB to write the data. All this should be implemented on backend. Essentially I am looking for similar functionality that is provided by EntityFramework where one can call context.SaveChanges() after adding all records to the context (here is example how EF works https://learn.microsoft.com/en-us/ef/core/saving/basic#multiple-operations-in-a-single-savechanges) 

Does such approach exist in creatio? 

Thanks

 

 

 

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Mobile Creatio lets you send logs to system administrators. To do this:

1.Make sure the “Email for sending permission requests” (“MobileEmailForPermissionRequests” code) system setting includes the correct email address.

2.Open the settings page. Instructions: Mobile Creatio settings page.

3.Tap the Send logs button.

As a result, the logs will be sent to system administrators.

The above steps was not working ,could you please provide more info on this.

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Hello,

 

Could you please specify what exactly does not work? At what step do you experience difficulties? Do you receive any errors during the process?

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Hello team!

 

Was wondering if there is a way or any documentation to deploy Creatio application within a Kubernetes cluster. What would be the infra requirements , steps and how can we upgrade versions?

 

Thanks!

Shivani

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Hello,

After thorough discussions with our development and application architecture teams, we have evaluated the possibility of deploying the website in Kubernetes. Despite dedicating significant time to testing, we've encountered technical challenges that currently make this deployment method impossible, basically, the website that is deployed this way will not be updatable. Given these difficulties, we do not recommend proceeding with the Kubernetes deployment at this time. Instead, we suggest utilizing alternative deployment methods that our team has tested and verified, and which are supported by our technical support.

However, a task has already been registered in our R&D team to consider and implement such a possibility of deploying the site in  Kubernetes. Our goal is to consider its integration in future releases, allowing for a broader range of deployment options, including updates and other operations. Thank you for your understanding.

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Hello,

I am getting the following error when I set up file system development on my computer. The compile is successful on initial set up but once I enable file system mode via the web.config file, and download packages,the compiler errors out with the following message. Any idea how to resolve this? The errors are related to out of the box packages. FYI I am using Creatio v8.1.2(for financial services)

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Hi Allen! How are you? Try the following:
1) Install/Deploy the application locally
2) Authorize and allow the inner part of the application to initialize (after login, wait for the application to finish loading).
3) Only after that, make changes in the Web.config file to enable development on the file system and follow further instructions.

Regards

Uriel Nusenbaum,

Thank you for the suggestions Uriel! I was using an older Creatio version, so I plan to set up a fresh instance with the latest version and will keep this information in mind during set up.

Good to hear from  you!

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Can I set column values when using crt.CopyRecordRequest ? 
I have a use case where I need to create a copy of the record but change several column values in the new record. 
Is there a way to do it? 
 

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Best reply

If this is being done via a model copy (See https://customerfx.com/article/copying-a-record-from-client-side-code-using-the-model-class-in-a-creatio-freedom-ui-page/) then yes, you can update values, then finally insert the new record that was created from the copy. The article linked shows how to do this.

If this is from the Copy menu on a list, then you'd have to change that to use your own request, then copy, set the values, insert, in your own custom code.

Ryan

If this is being done via a model copy (See https://customerfx.com/article/copying-a-record-from-client-side-code-using-the-model-class-in-a-creatio-freedom-ui-page/) then yes, you can update values, then finally insert the new record that was created from the copy. The article linked shows how to do this.

If this is from the Copy menu on a list, then you'd have to change that to use your own request, then copy, set the values, insert, in your own custom code.

Ryan

Hi Ryan, 

I was just calling the request from the button. Another thing is that if you call it from any page other than [object]_ListPage it’ll open the classic ui page, rather than the freedom UI page. 
I’ll definitely give the approach you described a try, I’m sure it’ll work. 
Thanks a lot!

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how to change the sorting method in lookups in FREEDOM UI

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There's a few post in the forums outlining that, I also have the steps written up here: https://customerfx.com/article/sorting-a-dropdown-lookup-on-a-creatio-freedom-ui-page/

Ryan

There's a few posts in the forums detailing this, I also have the steps written up here: https://customerfx.com/article/sorting-a-dropdown-lookup-on-a-creatio-freedom-ui-page/

Ryan

Ryan Farley,

hello thank you for your help but iam trying to sort the type lookup in account form page and trired you soluation but did not work

Saad Mohamed,

Hello,
Unfortunately, there are no basic system tools to change the alphabetical filtration order. To implement a custom filtration order, additional development will be needed. You can check the below posts where similar business tasks have been already discussed: https://community.creatio.com/questions/sorting-values-lookup-field-besides-alphabetic-order https://community.creatio.com/questions/sorting-drop-down-lookup https://community.creatio.com/questions/freedom-ui-sorting-lookup https://community.creatio.com/questions/change-order-lookup-values-list In addition, a task has already been registered in our R&D team to consider and implement such a feature in future releases

Antonii Viazovskyi,

It's likely that you're using an incorrect attribute name for the sort (which is based on the attribute name the lookup is bound to). There's a post in the forums that outlines sorting the Account Type lookup specifically here (see comment from John Kingsbury): https://community.creatio.com/questions/possibility-order-options-drop-down-menu-freedom-ui

Ryan

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Hello! 

 

Would anyone know how to open dashboards in Section view in Creatio free trial?

Is there an additional package I need to install? If yes, what is it? 

 

Thanks,

Jacek

 

 

What I see...

What I am looking for

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Hello community,

 

Do you know how I can configure the duplicate widget on account or contact form page like the following snapshot ?

 

 

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In the classic UI I can enable it using the DuplicatesWidget feature.

In the freedom UI it does not work the DuplicatesWidget setting.

Hello,

 

Unfortunately, this widget is not currently available in Freedom UI.

However, we are pleased to inform you that our development team is already aware of this need and is actively considering adding this functionality in future versions of Creatio. Your feedback is valuable and helps us improve our product.

Thank you for choosing Creatio!

 

Hi, 

I hope sooner than later, because indeed, the videos show this widget in Freedom UI ...

@stefano, there are some possibilities provided by the following app: https://marketplace.creatio.com/app/deduplication-freedom-ui-enhancements 

Thanks,


Damien

Damien Collot,

Hi Damien I tried the addon you suggested, this addon doesn't provide the widget feature.

I've doubt, when the functionality will be integrated on the system what will happen for the customer who used the marketplace addon?

Stefano Bassoli,


Hi, it's a good question. For what happens when the functionality gets natively integrated in future versions without the need of the addon.

It's one of those hygiene expected CRM features that is taking too long to re-emerge in Freedom UI. Data quality is paramount in a CRM. 


Damien

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Hello community,
I want to create API Service from creatio that return object data with the detail (json with hierarchical data). lets say i want to get 'Account' with Orders, Lead, and else that connected with 'Account' in one endpoint.

I think about create Custom web services, anyone have script with similar case or have suggestion for this case?

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Best reply

You'll just need to design the objects you're returning and make it something like this: 

[DataContract]
public class OrderPayload
{
    [DataMember(Name = "id")]
    public Guid Id { get; set; }
    [DataMember(Name = "Number")]
    public string Number { get; set; }
}
 
[DataContract]
public class AccountPayload
{
    [DataMember(Name = "name")]
    public string Name { get; set; }
    [DataMember(Name = "orders")]
    public List<OrderPayload> Orders { get; set; }
}

Then you populate that as needed in the webserivce. The AccountPayload is the top level of the objects, so that is what the method would return. You'd populate like this (obviously from some data you read from an ESQ etc): 

var account = new AccountPayload();
account.Name = "Some account";
 
account.Orders = new List<OrderPayload>();
account.Orders.Add(someOrder1);
account.Orders.Add(someOrder2);
 
// now return account

 

Hope this helps get you started in the right direction.

Ryan

You'll just need to design the objects you're returning and make it something like this: 

[DataContract]
public class OrderPayload
{
    [DataMember(Name = "id")]
    public Guid Id { get; set; }
    [DataMember(Name = "Number")]
    public string Number { get; set; }
}
 
[DataContract]
public class AccountPayload
{
    [DataMember(Name = "name")]
    public string Name { get; set; }
    [DataMember(Name = "orders")]
    public List<OrderPayload> Orders { get; set; }
}

Then you populate that as needed in the webserivce. The AccountPayload is the top level of the objects, so that is what the method would return. You'd populate like this (obviously from some data you read from an ESQ etc): 

var account = new AccountPayload();
account.Name = "Some account";
 
account.Orders = new List<OrderPayload>();
account.Orders.Add(someOrder1);
account.Orders.Add(someOrder2);
 
// now return account

 

Hope this helps get you started in the right direction.

Ryan

Hello!

 

Additionally, you can read more about custom web services here.

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I want to add a field validation in freedom ui, like, it's a date field then i want to impose a condition if date selected by the user is backdate then don't allow the record to be saved.(Freedom UI)

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Hey,
So for example if you have a date field as dateofPM and you want to prevent the user to choose a date, which is before the date of the CreatedOn of the record 
Below is a Example of the code:
 

Hope this helps.

 

thanks but i want it in freedom ui, so where to write this js code

Ryan Farley,

Thanks Ryan, I tried this, but it didn't work, I will share my code here of this approach meanwhile I tried applying validation popup using handler, if you can suggest me any handler/function which will prevent saving the record if the control passes to this handler? this is my handler code:

 

 

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