Question
objects
cases
Studio_Creatio
8.0
Not able to create a case using multiple Objects In Creatio
Bala Koteswarareddy
13:06 May 22, 2024

When we are creating a case using single object, the cases are getting created. But when we are trying to create using multiple objects we are getting the null response. I'm posting the requests and response and the screenshots below.

File attachments
Multiple objects.png
Single Object.png
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2 comments
Oleg Drobina
19:24 May 30, 2024

Hello,

 

The InsertQuery endpoint in the DataService doesn't support an array of objects in the body. If you are using InsertQuery for data creation, you can pass only one record (object) in the body. You can use BatchQuery, which contains an array of InsertQueries, or other endpoints of the DataService to create multiple records.

 

More information about DataService can be found here: https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/dataservice-references

 

But I recommend using the OData v4 API for data access from an integration. You can find additional information about OData v4 in the Creatio Academy article here: https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/category/odata

 

Also here is a body for the BatchQuery (example) to insert two case records into the system (maybe it will be helpful). The endpoint to call is /0/DataService/json/SyncReply/BatchQuery (POST request):

{
   "items":[
      {
         "__type":"Terrasoft.Nui.ServiceModel.DataContract.InsertQuery",
         "operationType":1,
         "rootSchemaName":"Case",
         "columnValues":{
            "items":{
               "CreatedBy":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":{
                        "displayValue":"Supervisor",
                        "primaryColorValue":null,
                        "value":"410006e1-ca4e-4502-a9ec-e54d922d2c00"
                     }
                  }
               },
               "ModifiedBy":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":{
                        "displayValue":"Supervisor",
                        "primaryColorValue":null,
                        "value":"410006e1-ca4e-4502-a9ec-e54d922d2c00"
                     }
                  }
               },
               "Number":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":1,
                     "value":null
                  }
               },
               "Subject":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":1,
                     "value":"Test (from Postman 1)"
                  }
               },
               "Symptoms":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":1,
                     "value":null
                  }
               },
               "Owner":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":null
                  }
               },
               "ResponseDate":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":7,
                     "value":null
                  }
               },
               "SolutionDate":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":7,
                     "value":null
                  }
               },
               "Status":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":{
                        "displayValue":"New",
                        "primaryColorValue":"#0058EF",
                        "value":"ae5f2f10-f46b-1410-fd9a-0050ba5d6c38"
                     }
                  }
               },
               "Priority":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":{
                        "displayValue":"Medium",
                        "primaryColorValue":null,
                        "value":"d9bd322c-f46b-1410-ee8c-0050ba5d6c38"
                     }
                  }
               },
               "Origin":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":{
                        "displayValue":"Call",
                        "primaryColorValue":null,
                        "value":"5e5e202a-f46b-1410-3692-0050ba5d6c38"
                     }
                  }
               },
               "Account":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":null
                  }
               },
               "Contact":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":{
                        "IsChanged":false,
                        "PrimaryModelMode":"update",
                        "HasUnsavedData":false,
                        "value":"c4ed336c-3e9b-40fe-8b82-5632476472b4",
                        "displayValue":"Andrew Baker (sample)",
                        "State":"Active"
                     }
                  }
               },
               "Group":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":null
                  }
               },
               "RespondedOn":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":7,
                     "value":null
                  }
               },
               "SolutionProvidedOn":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":7,
                     "value":null
                  }
               },
               "ClosureDate":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":7,
                     "value":null
                  }
               },
               "ClosureCode":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":null
                  }
               },
               "Solution":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":1,
                     "value":null
                  }
               },
               "SatisfactionLevel":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":null
                  }
               },
               "Category":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":null
                  }
               },
               "SatisfactionLevelComment":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":1,
                     "value":null
                  }
               },
               "ServiceItem":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":null
                  }
               },
               "ServicePact":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":null
                  }
               },
               "FirstSolutionProvidedOn":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":7,
                     "value":null
                  }
               },
               "SolvedOnSupportLevel":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":null
                  }
               },
               "SupportLevel":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":{
                        "displayValue":"1st-line support",
                        "primaryColorValue":null,
                        "value":"ff7f2f92-f36b-1410-3d9c-0050ba5d6c38"
                     }
                  }
               },
               "ParentCase":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":null
                  }
               }
            }
         },
         "queryKind":0
      },
      {
         "__type":"Terrasoft.Nui.ServiceModel.DataContract.InsertQuery",
         "operationType":1,
         "rootSchemaName":"Case",
         "columnValues":{
            "items":{
               "CreatedBy":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":{
                        "displayValue":"Supervisor",
                        "primaryColorValue":null,
                        "value":"410006e1-ca4e-4502-a9ec-e54d922d2c00"
                     }
                  }
               },
               "ModifiedBy":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":{
                        "displayValue":"Supervisor",
                        "primaryColorValue":null,
                        "value":"410006e1-ca4e-4502-a9ec-e54d922d2c00"
                     }
                  }
               },
               "Number":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":1,
                     "value":null
                  }
               },
               "Subject":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":1,
                     "value":"Test (from Postman 2)"
                  }
               },
               "Symptoms":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":1,
                     "value":null
                  }
               },
               "Owner":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":null
                  }
               },
               "ResponseDate":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":7,
                     "value":null
                  }
               },
               "SolutionDate":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":7,
                     "value":null
                  }
               },
               "Status":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":{
                        "displayValue":"New",
                        "primaryColorValue":"#0058EF",
                        "value":"ae5f2f10-f46b-1410-fd9a-0050ba5d6c38"
                     }
                  }
               },
               "Priority":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":{
                        "displayValue":"Medium",
                        "primaryColorValue":null,
                        "value":"d9bd322c-f46b-1410-ee8c-0050ba5d6c38"
                     }
                  }
               },
               "Origin":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":{
                        "displayValue":"Call",
                        "primaryColorValue":null,
                        "value":"5e5e202a-f46b-1410-3692-0050ba5d6c38"
                     }
                  }
               },
               "Account":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":null
                  }
               },
               "Contact":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":{
                        "IsChanged":false,
                        "PrimaryModelMode":"update",
                        "HasUnsavedData":false,
                        "value":"c4ed336c-3e9b-40fe-8b82-5632476472b4",
                        "displayValue":"Andrew Baker (sample)",
                        "State":"Active"
                     }
                  }
               },
               "Group":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":null
                  }
               },
               "RespondedOn":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":7,
                     "value":null
                  }
               },
               "SolutionProvidedOn":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":7,
                     "value":null
                  }
               },
               "ClosureDate":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":7,
                     "value":null
                  }
               },
               "ClosureCode":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":null
                  }
               },
               "Solution":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":1,
                     "value":null
                  }
               },
               "SatisfactionLevel":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":null
                  }
               },
               "Category":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":null
                  }
               },
               "SatisfactionLevelComment":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":1,
                     "value":null
                  }
               },
               "ServiceItem":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":null
                  }
               },
               "ServicePact":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":null
                  }
               },
               "FirstSolutionProvidedOn":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":7,
                     "value":null
                  }
               },
               "SolvedOnSupportLevel":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":null
                  }
               },
               "SupportLevel":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":{
                        "displayValue":"1st-line support",
                        "primaryColorValue":null,
                        "value":"ff7f2f92-f36b-1410-3d9c-0050ba5d6c38"
                     }
                  }
               },
               "ParentCase":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":null
                  }
               }
            }
         },
         "queryKind":0
      }
   ],
   "includeProcessExecutionData":true
}
Bala Koteswarareddy
13:45 Jun 04, 2024

Thank you,it is working as expected 

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Question
Sales_Creatio_enterprise_edition
8.0
Compilation error - The type or namespace name 'VwSysProcess' could not be found
Nicolas R
03:49 May 22, 2024

When I try to compile all, i'm getting the below error - this is an almost vanilla Creatio 8.1.1.3635, just a handful of simple customizations:

 

Should i worry about this? How can this be fixed?

 

Thanks!

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2 comments
Ryan Farley
04:05 May 22, 2024

Have you tired “generating source code for all schemas” before compiling?

Ryan

Nicolas R
04:08 May 31, 2024

Ryan Farley,

I tried but the process never completed. I am trying again now. Will report back.

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Question
Studio_Creatio
8.0
How to Handle Overlapping Data in Graphs for Better Readability in Creatio?
Satyam Kumar
12:54 May 21, 2024

Hi Creatio Community,

I am currently facing an issue with the graphical representation of data in Creatio and would appreciate any advice or solutions you might have.
 

I am trying to demonstrate the data of each month every year using a graph. However, due to the large volume of data, the graph becomes cluttered and the data points overlap, making it difficult to read.

Is there a way to make the graph scrollable in Creatio, or any other method to represent the data in such a way that it becomes more readable and less cluttered?

 

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1 comments
Rob Watson
13:15 May 21, 2024

does the graph need to span such a wide period? Could you not have a graph for each year and one which compares all the years? Try also changing the graph to a bar so the period runs vertically.

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Question
#knowlegdebase
8.0
What difference Green Knowlegde base & Blue Knowlege base?
mai ngoc ha
12:24 May 21, 2024

Hi Creatio Comunity,

 

Please, advice me on my screen there are 2 knowlegde base fuction ( green & blue). What difference between them? 

 

 

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1 comments
Alona Dolya
21:20 May 23, 2024

Hello!
 

This is one section but in different interfaces:
Green Knowledge Base is for Freedom UI.

Blue Knowledge Base is for Classic UI.

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Question
Studio_Creatio
8.0
recordpermission
Applying record permission on a Section by its field Based on User's Contact in Creatio
Satyam Kumar
09:30 May 21, 2024

Hello Creatio Community,

I am currently working with two sections in Creatio: "Contact" and "Line Item." Both sections contain a common field, "Territory ID." My goal is to ensure that whenever a User opens the "Line Item" section, they can only access those records where the "Territory ID" matches the "Territory ID" of their contact.

The challenge I'm facing is that the "Line Item" section contains more than 3 million records, and using a business process to apply permission on these records is taking a considerable amount of time.

Could anyone suggest a more efficient way to achieve this filtering? Any advice, examples, or insights would be greatly appreciated.

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3 comments
Mariia Sorochan
21:46 May 21, 2024

Hello!

 

Please note that such logic can be implemented only by creating a business process. 

 

Best regards,

Mariia

Sarika Sharma
10:04 Jun 04, 2024

Hi Team,

 

With our current process taking days to run, the system is overloaded. We need a faster solution. Can you propose an alternative approach?

Alona Dolya
20:41 Jun 05, 2024

Hello!

Could you please clarify how you imagine this being implemented? Do we need to restrict access rights to the entire record or just to specific fields, since the values of the fields can be hidden at the client logic level?

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Question
FilterLookup_FreedomUI_FormPage
look up filters
Studio_Creatio
8.0
Applying Filter on Lookup Field in Inline Editing details record in Freedom UI (Detail Object in Classic UI)
Satyam Kumar
09:15 May 21, 2024

I am writing to request assistance with applying a filter on a lookup field within a detail while performing inline editing of a record on a Freedom UI page in Creatio. The object of this detail resides in the Classic UI.

Could you please provide guidance on how to achieve this functionality? Any examples, documentation, or step-by-step instructions would be greatly appreciated.

Thank you

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1 comments
Mira Dmitruk
14:32 May 21, 2024

Hello,

 

Please note that this can be setup with the help of business rules, you can find the detailed instructions in this Academy article:
https://academy.creatio.com/docs/8.x/no-code-customization/customization-tools/ui-and-business-logic-customization/freedom-ui-business-rules


You can set it up either for the detail element or for the object itself, you can try the latter to achieve your business goal.

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Question
Sales_Creatio_enterprise_edition
8.0
Problem creating new section - Busy saving the configuration. The section has not been saved. Try again later.
Nicolas R
00:15 May 18, 2024

Creatio 8.1.2, clean database (MS SQL), starting from scratch.

 

These are the exact steps i took:

 

  • Restored Database from Creatio Zip
  • Configured IIS
  • In system settings, set the "prefix for object name" to "Wlf"
  • Go into Application Hub, create new application
  • In system settings, set the "current package" to the one that was created in previous step
  • In new application, click Navigation and Sections, then "New Freedom UI Section"
  • Set title of new section, click "create"
  • The following error is displayed:

  •  

    Any thoughts? The below is what i see in error log:

     

2024-05-17 17:10:35,888 [11] ERROR IIS APPPOOL\testapp_creatio Terrasoft.Nui.ServiceModel.AspNetFramework.Controllers.DataServiceController GetHttpActionErrorResult - Busy saving the configuration. The section has not been saved. Try again later.
System.Exception: Busy saving the configuration. The section has not been saved. Try again later.
  at Terrasoft.Core.Applications.Content.AppSectionManager.CheckIsNotSectionCreating()
  at Terrasoft.Core.Applications.Content.AppSectionManager.CreateSection(AppSectionInfo sectionInfo)
  at Terrasoft.Core.Applications.Content.AppSectionManager.Create(AppSectionInfo sectionInfo)
  at Terrasoft.Configuration.ApplicationSectionEventListener.OnSaving(Object sender, EntityBeforeEventArgs e)
  at Terrasoft.Common.CollectionUtilities.ForEach[T](IEnumerable`1 source, Action`1 action)
  at Terrasoft.Core.Entities.Entity.OnSaving(EntityBeforeEventArgs e)
  at Terrasoft.Core.Entities.Entity.d__319.MoveNext()
--- End of stack trace from previous location where exception was thrown ---
  at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()
  at System.Runtime.CompilerServices.TaskAwaiter.HandleNonSuccessAndDebuggerNotification(Task task)
  at Terrasoft.Core.Entities.Entity.d__334.MoveNext()
--- End of stack trace from previous location where exception was thrown ---
  at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()
  at System.Runtime.CompilerServices.TaskAwaiter.HandleNonSuccessAndDebuggerNotification(Task task)
  at Terrasoft.Nui.ServiceModel.BaseCrudDataService.d__32.MoveNext()
--- End of stack trace from previous location where exception was thrown ---
  at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()
  at System.Runtime.CompilerServices.TaskAwaiter.HandleNonSuccessAndDebuggerNotification(Task task)
  at Terrasoft.Nui.ServiceModel.BaseCrudDataService.<>c__DisplayClass41_0.<b__0>d.MoveNext()
--- End of stack trace from previous location where exception was thrown ---
  at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()
  at System.Runtime.CompilerServices.TaskAwaiter.HandleNonSuccessAndDebuggerNotification(Task task)
  at Terrasoft.Nui.ServiceModel.Extensions.ProcessExecutionDataExtensions.d__2`1.MoveNext()
--- End of stack trace from previous location where exception was thrown ---
  at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()
  at System.Runtime.CompilerServices.TaskAwaiter.HandleNonSuccessAndDebuggerNotification(Task task)
  at Terrasoft.Nui.ServiceModel.Extensions.ProcessExecutionDataExtensions.d__7`1.MoveNext()
--- End of stack trace from previous location where exception was thrown ---
  at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()
  at System.Runtime.CompilerServices.TaskAwaiter.HandleNonSuccessAndDebuggerNotification(Task task)
  at Terrasoft.Nui.ServiceModel.BaseCrudDataService.d__41.MoveNext()
--- End of stack trace from previous location where exception was thrown ---
  at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()
  at System.Runtime.CompilerServices.TaskAwaiter.HandleNonSuccessAndDebuggerNotification(Task task)
  at Terrasoft.Nui.ServiceModel.AspNetFramework.Controllers.DataServiceController.d__20.MoveNext()

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2 comments
Ryan Farley
02:34 May 18, 2024

I haven’t seen that one before. Could it be permissions on the configuration folders under Terrasoft.WebApp? Does generating source code and compiling (without adding new items) work normally?

Ryan

Nicolas R
02:32 May 22, 2024

Ryan Farley,

In the end i solved the issue by moving the code from the Windows 11 machine where it was initially hosted to a Windows Server 2019. As far as I know permissions and prerequisites were set up the same in both.

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Question
Studio_Creatio
8.0
Keep getting popup when trying to set da
Chantal Lovell
19:11 May 17, 2024

Hello all.

 

There is an object in my package that isn't opening the form page when I try to create a new record. In Advanced settings, the default page for this specific object displays "Page removed". 

 

When I tried to replace the "Page removed" with the actual existing & working page for the object, upon Publication I received the following pop-up:

Addonpage

 

 

However, when I changed the page setup from the list page (by clicking on the "New" button seen below), the form page would open and function as intended. To double-check that this issue was finally fixed, I checked the page setup again in the Advanced settings. Unfortunately, the same popup & "Page removed" issues presented themselves again but the form page was opening & working.

New button

This problem is presenting issues when I try to export the package that the object is in; I am unable to create new records for the object in the trial instance since there is technically no "form page" for the object.

 

Any help/guidance on how to resolve this would be greatly appreciated.

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1 comments
Kalymbet Anastasia
13:53 May 30, 2024

Hello,

 

Double-check that all elements involved are in the same package you're exporting. Missing elements might be in separate packages.

Review which page the problematic element belongs to and verify its referenced components are also included and accessible.

 

Review the Addon metadata to ensure the problematic element is correctly defined and linked to the appropriate page.

Examine the addon metadata to confirm the problematic element's existence and its proper association with the relevant page.

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Question
filter
m2m
folder
Sales_Creatio_enterprise_edition
8.0
Filtering by many to many relationship
Eryk Andrzejewski
12:57 May 17, 2024

Hi!

I'd like to add many-to-many relationship between Account and Contact. I've created an object "Account - Contact" and added some records to it.

Now I'd like to add a folder on Contacts list for displaying those contacts, who are related with "Our company" Account. Unfortunately, the list of columns for "Account - Contact" does not contain neither relationship-related lookup fields (like Contact, Account) nor any additional columns, stored in this object. There are only Quantity and some date fields.

 

 

I've tried to debug it and I realized that JSONs for DataService, which are generated by filter designer, try to use some aggregation function. Is there any way to solve my problem? The solution doesn't have to be simple and possible to do it by GUI :) I can modify the JSON, but so far I couldn't do it correctly in this case.

 

Is is technically possible for DataService, to use simple comparison in lookup for backward related objects, like "Account - Contact", or I'm restricted to use some kind of aggregation?

 

 

 

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Best reply
Ryan Farley
18:42 May 17, 2024

This is because there can be multiple "Account - Contact" records for  an account so the choices there are aggregates only. If you're adding this as a filter condition, select "Quantity" and then choose Quantity > 0. Then, inside of that, as a condition within the Quantity>0, you can add additional conditions, such as "Account" = "Some specific account", etc. 

Ryan

Ryan Farley
18:42 May 17, 2024

This is because there can be multiple "Account - Contact" records for  an account so the choices there are aggregates only. If you're adding this as a filter condition, select "Quantity" and then choose Quantity > 0. Then, inside of that, as a condition within the Quantity>0, you can add additional conditions, such as "Account" = "Some specific account", etc. 

Ryan

Eryk Andrzejewski
09:28 May 20, 2024

Oh, I didn't believe the solution is so simple :) Thank you!

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Question
Studio_Creatio
8.0
"Apply filter by page data" option is missing.
Stefano Bassoli
09:59 May 17, 2024

Hello community,

 

I'm trying to add to the account form page a chart, but in the chart settings panel the "Apply filter by page data" option is missing.

I can try to add in the code page the json snippet founded in the Opportunity form page, but is there any other way to do it?

File attachments
2024-05-17_07h48_58_0.png
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Ryan Farley
16:57 May 17, 2024

This works different for a chart since each series has it's own data and you can connect each series to the page data differently. You have to first define the series. Once you add a series, the name of the series will appear there and then you can click it to connect to page data. 

Ryan

Stefano Bassoli
17:20 May 17, 2024

Ryan Farley,

Thank you very much!

it works!

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