Hello Community,

 

I'm currently working on generating a printable report formatted as a table. I've successfully linked the detailed information to the main object report. However, I have a couple of questions:

  1. Do I need to use out-of-the-box columns to retrieve data, or can  the report just include custom fields?
  2. Most of my custom fields populate correctly, but I'm encountering an issue with the 'Supplier' column, which is a lookup linked to the Account section. I've verified the database to confirm the data is correct, so I'm puzzled about the problem here.

I'm including images of the report setup and output, along with the data that should appear in the printable version.

The main object in the report is "Purchase Approvals," and the supplier location can be either Local or Foreign.

 

.

 

Below is what the output should be like in the supplier name 

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Hi,
 

1. You can add any column to the report, both OOTB and custom.
 

2.1. We recommend that you try to re-add the table to the report and check the behavior again, perhaps the problem is in the incorrectly displayed table.
 

2.2 Check that there are no columns with the same titles in the table you are displaying, you may be displaying different columns.
 

If the problem is still present, we recommend contacting technical support, support@creatio.com.
 

I hope this helps to solve the problem.

Best regards,
Pavlo!

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В настройках MS Word репорта должен использовать локализацию не смотря на язык системы, возможно ли это ?
 

Например сейчас есть такое макрос
 

Id[#SalesUp|FinAppBorrower#]
 

Она меняется если язык системы поменялось.

Как можно указать в макросе  чтобы использовалось локализацию на английском только?

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Здравствуйте,

 

К сожалению, в приложении нет возможности отображать значения полей в отчете на языке, отличном от текущей локализации пользователя, а так же делать отчеты на разных языках (чтобы можно было выбрать язык значений полей, отображаемые в отчете (независимо от локализации) во время создания отчета).

Все значения в отчете будут отображаться на языке текущего пользователя.
Чтобы значения печатались на английском или другом языке, необходимо сделать соответствующие переводы в системе и изменить локализацию пользователя на английский или другой язык соответственно. Затем значения будут подтянуты в отчет на выбранном языке.

 

Распечатать сам отчет или значения в нем на языке, который не установлен для текущего пользователя, пока невозможно.

 

При этом задача по добавлению этого функционала уже передана ответственной команде. 

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Hi,

 

I am building a form page but would like to show multiple data sources on this page. I know I am able to show additional data sources through the list option but this shows the data in a list when we want to see it as additional attributes for the primary data source. Can an additional source be added to a page in freedom UI? (found documentation on it for the classic UI but could not figure it out for freedom UI)

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Hello,

Currently, the system's basic tools allow you to add only one data source. However, a task has already been registered in our R&D team to consider and implement adding multiple data sources in future releases.
 

Thank you for helping us to improve our product.

 

If you only need to display data from other connected records (and not have them be updateable) you can do this for things like displaying a parent record's columns on the page (for example, display Account fields on the Contact, Account fields on an Opportunity, etc).

To do this, scroll to the bottom of the controls list on the left side in the page designer. Add one of those to the page (this won't add any columns to the object). Then use the Data source property to select the column from the related object as needed. The designer will make this control read only since it's not a part of the page's data source. 

Ryan

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Hi I'm new to creatio, I have a process associated with a button where I want to fill in the value of a text field based on previously selected options. The button works fine but for the value to be reflected in the field I have to update the screen. Is there a way to fill this value without having to refresh the screen ?

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Hi Carlos, you need to enable live update on the object:

Franck Lehmann,

Hi Franck, thanks for your help. I made the changes you indicated but the field is not updated in real time, I was reading other articles and it seems that it is a concurrent problem... I'll try another way but again thanks for your help

The "live data update" option only works for Freedom UI pages (and assumes the record you updated in the process is the same record you're currently viewing). 

If this is a classic UI page the only option is to create code to send/receive the message from the process to the UI and perform the refresh. See https://customerfx.com/article/how-to-refresh-a-page-from-a-process-in-creatio-formerly-bpmonline/

Ryan

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Please let me know how to do this: We have this Order Management (Order Allotment) in which employees are assigned in list below (GlbAssignedCatchers) of field from our Team lookup (every team has different number of employees), Let us know if we can save all of these catchers from GlbAssignedCatcher into a field on Order Allotment like (Catcher 1 / Catcher 2 / Catcher 3 / So on..) So that we can display all list of catchers in our list (on 2nd picture). This would help us alot. The main thing we are concerned is that, the number of catchers are different in every team and how we can get them all. Picture 2:

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bump

Hello,
 

Thank you for your question. We have analyzed your problem and, unfortunately, there is currently no such possibility in the application.
 

However, we understand that this is not ideal for your specific needs.
 

We want to assure you that we have created a request for our development team to implement this functionality in future versions of our application. We understand the importance of providing our clients with the best possible experience and will work hard to implement the changes you have suggested.
 

Thank you again for bringing this to our attention, and please do not hesitate to reach out if you have any further questions or concerns.

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Hi All,

 

Is there any way to configure the comboboxes inside the Grid in a similar way we configure the ones in a page?

 

I'd like to be able to configure these 2 properties:

  • "showValueAsLink" 
  • "isAddAllowed"
     
  • Thanks!
     
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Hello,
 

Thank you for your question. To provide a more detailed analysis, could you please clarify the following:
 

  1. 1. We need screenshots of the specific functionality you require.
  2. 2. Please specify whether this functionality is needed in the Freedom UI or the Classic UI.
     

Your cooperation will help us assist you more effectively.
 

Thank you!

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Добрий день.
Допоможіть, будь ласка, відфільтрувати записи у кастомному розділі в мобільному додатку.

Потрібний фільтр "Створив = поточний користувач"

Створив фільтр 

Terrasoft.sdk.Module.addFilter("UsrMyNotes", Ext.create("Terrasoft.Filter", {
   type: Terrasoft.FilterTypes.Group,
   logicalOperation: Terrasoft.FilterLogicalOperations.And,
   subfilters: [
       {
           property: "CreatedBy",
           comparisonType: Terrasoft.ComparisonType.EQUAL,
           value: Terrasoft.sdk.CurrentUser.getContactId()
       }
   ]
}));

та зберіг у файл UsrMobileNotesModuleConfig та додав файл до маніфесту робочого місця. 


},
"UsrMyNotes": {
   "RequiredModels": [
       "UsrMyNotes"
   ],
   "ModelExtensions": [],
   "PagesExtensions": [
       "UsrMobileUsrMyNotesActionsSettingsBlyzenkoWS",
       "UsrMobileUsrMyNotesGridPageSettingsBlyzenkoWS",
       "UsrMobileUsrMyNotesRecordPageSettingsBlyzenkoWS",
       "UsrMobileNotesModuleConfig"
   ]
}
Але фільтр не працює. Допоможіть, будь ласка. 
 

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Hi all,

 

Is there a settings to notify user when a ticket is open directly in the Case section?
 

We are basically registering cases through email, and it works fine, but if I register a case directly in the Case section there is no notification to the user.

 

User only receive email if I send an email from the case, meaning not automatically.

 

Any thougths?

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Hello,

 

This behavior can be achieved using the OOB functionality.

This article will help you with the setup: https://academy.creatio.com/docs/8.x/creatio-apps/products/service-tools/service-cases/case-settings/set-up-email-notifications

 

Please, pay attention to this block: https://academy.creatio.com/docs/8.x/creatio-apps/products/service-tools/service-cases/case-settings/set-up-email-notifications#set-up-contact-case-notification-rules

It will guide you through the necessary settings.

 

Hanna Skalko, 

Thank you, I will take a look on them

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Добрий день. Намагаюсь зробити БП для створення нового Ліда з вхідного повідомлення на електронну адресу, але не можу зрозуміти до якої умови я маю причепитись в об'єкті Email повідомлення? 

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Добрий день!

Ви можете створити бізнес-процес для створення нового ліда на основі тригера — створення нового запису в об'єкті "Emil повідомлення".
 

Ви можете зчитати дані з пов'язаної з ним "Активності", щоб отримати відповідну інформацію, таку як тема, пов'язаний контакт/обліковий запис (якщо такий є), і включити це в процес створення ліда як параметр.

Класичним випадком було б перевіряти, чи є у темі повідомлення ключові слова для створення ліда.

На зображеннях нижче я надав приклади того, як буде виглядати такий тригер.

How to select activity subject

Email trigger

Дякуємо!

 

Andrii Kurta,

Добрий день. Дякую. Необхідний лист через Активність Кому отримую. Далі питання, як я з нього отримаю Тему листа - Хочу зробити її назвою Ліда наприклад. Контакт, хто надіслав створити контакт з його данними.

Потім вичитую дані з листа

 

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Hello,

I'm in the process of migrating our classic Creatio pages to FreedomUI mode.


I'm having issues with the "Add New" option in some selector widgets:


for example, on the Order page, with the Contact entity, if I enter "a name" on the widget then select "Add new", a new contact is created but with an empty Account field.

If the "Add new" option is selected without any text, a "Full name field must be filled" error is raised.


in both cases I would expect a modal window to enter information about the contact.

 

The problem also happens with other entities (tried with AccountAddress).

 

did I miss something?


Greetings,
Patrice
 

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Hello!

Please contact support@creatio.com to analyze the situation in more detail. 

Best regards,
Anton

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