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:
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 detailthis.checkDetailRecords();}}
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
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.
I am facing an issue when working with the JS editor in Creatio. After adding JavaScript code and clicking "Save," I receive a popup notification that says "Record successfully added." However, when I close the tab and reopen it later, the JS code is missing, and I have to re-enter it.
Has anyone encountered this issue? Is there any solution or workaround to ensure that the code is saved properly and remains after reopening the tab?
I have a question: How can I get the current user's name, organizational role, functional role, and their manager's name, and auto-populate these values into different fields?
Could you please describe step by steps? i'm using 8.2.2
The main goal is to implement a schedule for approximately 100 employees. There was an idea to implement it using a registry element. However, the usual calendar view does not quite fit (i.e., dates and working hours are represented horizontally, and employees are listed vertically). Since the number of employees will be relatively static, but weeks/months will continuously be added, the standard registry view is not entirely suitable for implementation. The need arose to add new records horizontally (with the ability to scroll left/right) — these will be the weeks/months, while employees will remain static vertically.
The idea is to add new records to the registry horizontally, not vertically. If it's not entirely clear, I can explain in more detail.
Is such implementation possible? Perhaps you already have a ready solution for the schedule or better alternatives for implementing it?
We have a environment where Creatio is System of engagement and core processing is done by backend system. When we query in the Creatio (say using Search field) Creatio invokes SelectQuery -- so how can trap the row count it returns and call a business process if it is zero -- the business process will invoke a API which gets the data from backend application and updates creatio
Just business process with ability to inovke API and load Creatio objects is ready and working fine just how to invoke from Search (from Freedom UI)
The list component has a couple of attributes you can use for this. You'll add a handler for the "crt.HandleViewModelAttributeChangeRequest" request and listen for changes to these attributes. There are a few attributes you could use, one that is ListName_NoItems (boolean) (or "DataTable_NoFilteredItems" for when the list is filtered) or ListName_Items (array of items). If your list component is named "DataGrid_ysopiif", your attribute names would be "DataGrid_ysopiif_NoItems", etc.
Add something like the following to the handlers of the page with the list:
{
request:"crt.HandleViewModelAttributeChangeRequest",
handler: async (request, next)=>{if(request.attributeName==="DataTable_NoItems"|| request.attributeName==="DataTable_NoFilteredItems"){if(request.value){// no records returned for list
Terrasoft.showInformation("No results returned!");}}return next?.handle(request);}}
The list component has a couple of attributes you can use for this. You'll add a handler for the "crt.HandleViewModelAttributeChangeRequest" request and listen for changes to these attributes. There are a few attributes you could use, one that is ListName_NoItems (boolean) (or "DataTable_NoFilteredItems" for when the list is filtered) or ListName_Items (array of items). If your list component is named "DataGrid_ysopiif", your attribute names would be "DataGrid_ysopiif_NoItems", etc.
Add something like the following to the handlers of the page with the list:
{
request:"crt.HandleViewModelAttributeChangeRequest",
handler: async (request, next)=>{if(request.attributeName==="DataTable_NoItems"|| request.attributeName==="DataTable_NoFilteredItems"){if(request.value){// no records returned for list
Terrasoft.showInformation("No results returned!");}}return next?.handle(request);}}
I'm trying to identify the ObjectName (schema name) and the RecordId of a form page that is currently open in Creatio (Freedom UI), using the context data available (as shown in the attachment). Is there a recommended way to retrieve this information through code or the browser console?
What’s the best way to access this data from within the button click handler?
This is possible, but only from the context of the page itself. I am not sure if it's possible from a sidebar to know anything about the current page loaded elsewhere, maybe with a request handler in a remote module where you can specify the scopes?
As for getting this info within the context of the page, to get the primary data source, you can use:
With the data source name, you can get the schema for the datasource which will give you the entity/object name, the Id column attribute, and also the primary display value attribute using the following (note, this gets the attribute names, not the values):
This sort of thing works great if you have a custom base page type that could be used for many different pages/objects.
Also, as a FYI, not sure how this is going to change after 8.2.3 since 8.2.3 has a beta feature (not enabled out of the box) that allows a page to have multiple connected data sources. That might break some of this.
Allow me to clarify how the import process works. When importing data into Creatio, you are essentially transferring the information from your Excel file into the corresponding database table. Each detail in Creatio corresponds to a different object or database table. Therefore, during an import, data can be inserted into one table or object at a time.
Import to Contact/Accounts have custom core logic applied, but all other objects work with logic described above.
Hello, answer has been already provided , but we will duplicate it below for your convenience:
"Thank you for your question!
Allow me to clarify how the import process works. When importing data into Creatio, you are essentially transferring the information from your Excel file into the corresponding database table. Each detail in Creatio corresponds to a different object or database table. Therefore, during an import, data can be inserted into one table or object at a time.
Import to Contact/Accounts have custom core logic applied, but all other objects work with logic described above.
While importing the excel file, containing the Competitors list, we need that the competitors list, is assigned to this specific Opportunity '495 / Fast Works / Sale of Goods'
We want to obviously achieve this without manually adding the '495 / Fast Works / Sale of Goods' as a separate column for all the records of the excel.
Is there any example in the Code-Base, or any other workaround where this is achieved?
