Hello,

I am currently working on a feature that ensures contracts are not automatically removed from saved surveys when their status changes to a value that does not meet the survey's filtering criteria. For instance, if a survey is saved with contracts in a "Registered" status and then the status changes to "Cancelled", the contracts disappear from the survey. I'm want to retain the list of contracts as it was captured at the time of the survey's save action.

Could anyone guide me on implementing a solution within Creatio that allows capturing a snapshot of contracts at the moment a survey is saved? This snapshot should persist even if subsequent changes to contract status would normally filter these contracts out of the survey view.

What would be the best approach to handle this requirement? Is there a way to hook into the save event of a survey or a contract status change event to trigger this capture?

Any advice or pointers towards relevant documentation would be greatly appreciated.

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Yurii Uhorskiy,

Hello,

 

We are not familiar with the structure of the Sales'Up Questionnaire Management for Creatio connector. Thus, we recommend that you contact the developer of this connector directly for further assistance.

 

Best regards,

Yuliya.

Hello,

 

As a variant, you can try setting up the necessary feature via business processes.

 

For us to take a closer look, please specify which survey is meant here. 

Would you please provide more details regarding your business need and what is the expected result?

 

Best regards,

Yuliya.

Yuliya Gritsenko,

 

Hello Yuliya,

Thank you for your response and for suggesting the use of business processes to address my requirements.

I am specifically working with the Sales'Up Questionnaire Management for Creatio, which is utilized to manage surveys and questionnaires within Creatio. The functionality of this product allows for a wide variety of survey types and configurations, crucial for collecting insights across different departments and external users.

The feature I am aiming to implement should ensure that contracts, once included in a survey at the point of saving, remain in the survey results, regardless of subsequent status changes which would normally exclude them based on the survey's current filtering criteria. For example, if a contract's status changes from "Registered" to "Cancelled", I would like the survey to retain the contract's data as it was at the time of the survey's save action.

Could you guide me on how I might leverage business processes to capture a snapshot of the contracts at the time the survey is saved? This snapshot should then be maintained independently of any changes in the contract's status. If there are specific business processes or Creatio functionalities that could be tailored for this purpose, I would appreciate your insights or any documentation you could provide.

Looking forward to your advice on how best to proceed with this implementation.

Best regards,

Yurii Uhorskiy

Yurii Uhorskiy,

Hello,

 

We are not familiar with the structure of the Sales'Up Questionnaire Management for Creatio connector. Thus, we recommend that you contact the developer of this connector directly for further assistance.

 

Best regards,

Yuliya.

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Hey everyone! 

How am I able to remove this option from a Expanded list?

Thanks in advance!

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You can remove that by overriding the list's rowToolbarItems and just leave it as an empty list. 

 

See this article here: https://customerfx.com/article/adding-row-action-menu-items-to-a-creati…

 

You can override the menu (usually to add other menu items to it). When you do so you override the "Open", "Copy", "Delete" options and need to add them back in. You could override the menu and then just not add back in the delete option. It would look like this (the article will provide more details)

viewConfigDiff: /**SCHEMA_VIEW_CONFIG_DIFF*/[
    {
        "operation": "merge",
        "name": "DataTable",
        "values": {
            //...,
            "rowToolbarItems": []
        }
        //...
    },
    //...
]/**SCHEMA_VIEW_CONFIG_DIFF*/

The important part there is just the empty array [] for the rowToolbarItems property. This would leave it with an empty menu (and the delete would no longer show)

Ryan

You can remove that by overriding the list's rowToolbarItems and just leave it as an empty list. 

 

See this article here: https://customerfx.com/article/adding-row-action-menu-items-to-a-creati…

 

You can override the menu (usually to add other menu items to it). When you do so you override the "Open", "Copy", "Delete" options and need to add them back in. You could override the menu and then just not add back in the delete option. It would look like this (the article will provide more details)

viewConfigDiff: /**SCHEMA_VIEW_CONFIG_DIFF*/[
    {
        "operation": "merge",
        "name": "DataTable",
        "values": {
            //...,
            "rowToolbarItems": []
        }
        //...
    },
    //...
]/**SCHEMA_VIEW_CONFIG_DIFF*/

The important part there is just the empty array [] for the rowToolbarItems property. This would leave it with an empty menu (and the delete would no longer show)

Ryan

Hey, Ryan ! 

Many thanks, man! 

The thing I've found out is: 

On this new update, the 8.1.1.3635, there's no "rowToolbarItems": []".  so I had to "create" it. 

Awesome knowing about you, tho. I'll seek out your articles on my next doubt. 

Have an awesome week!

Gabriel Henrique Pagotto Otero,

This is true, you won't always see all properties for a List (or any component), especially in the case where the page inherits the list from the base/parent page. However, any of the properties can be added to the merge to override them from how they are implemented in the base page.

Ryan

Ryan Farley,



It would be time to organize advanced Creatio development training from other Creatio partners, it seems you have most advanced documentation/knowledge😅😅

Gabriel Henrique Pagotto Otero,

 

Hi, I didn't found the schema page where I must add this code? in wich schema I must add it? in the schema page where the detail is? in this case, where?

 

Thanks,

Julio

Julio.Falcon_Nodos,

Yes. You'd add this in the page that contains the list object. That's a main difference from classic where the list was a separate schema, now it's just another element on the page. 

  1. Open the page containing the list
  2. Select the list, on the properties pane, on the very bottom, copy the Code for the list
  3. Toggle to the code for that same page
  4. CTRL+F to locate the code for the list element in name property (it will also have a type of crt.DataGrid)
  5. In the values node of that list element, add the rowToolbarItems: []

Ryan

Found and solved! :-). To help someone with the same issue.

 

1.- You need to get the name of the element where the Grid Detail is 

2.- Edit the code of the page where the Detail/Expanded list, search the element code name you get in the previous step, in my case "GridDetail_PartidasObra" 

3.- Add in the values, the rowToolbarItems, like in the image above  (the code is also shared):

 

// OPTION 1 - If you want to maintain Edit option, remove Copy & Delete
"rowToolbarItems": [{
	type: 'crt.MenuItem',
	caption: 'DataGrid.RowToolbar.Open',
	icon: 'edit-row-action',
	disabled: "$Items.PrimaryModelMode | crt.IsEqual : 'create'",
	clicked: {
		request: 'crt.UpdateRecordRequest',
		params: {
			"itemsAttributeName": "Items",
			"recordId": "$Items.PDS_Id"
		}
	}
}], 
 
 
// OPTION 2 - If you want to remove allm just add
"rowToolbarItems": [],

Ryan Farley,

Thanks Ryan, we are answering it at same time :-)

 

Regards

Julio.Falcon_Nodos,

Be aware, for adding items back in the rowToolbarItems, you'll need to make sure the values for the list's Items and primaryColumnValue match in the added items. For Section lists, these are usually "Items" and "PDS_Id", however for list's added to a page (which I am assuming yours is based on your grid element's name), they are typically different. You'll need to get those values to update in the inserted text. Refer back to here for more: https://customerfx.com/article/adding-row-action-menu-items-to-a-creatio-freedom-ui-list/

Ryan

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Anyone please clarify the Creatio developer certification exam?

1. How many marks for the case study? 

2. How many marks for the multiple choice questions 

 

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Hello,

 

Could you please describe in more detail what exactly your question relates to?

please clarify the Creatio developer certification exam? 

Hello!

 

Approximately half of the marks can be achieved by test case (50 marks), others are achieved by quiz (50 marks).

You need to have at least an 85% score for the quiz to receive the certificate.

Mariia Sorochan,

Thank you

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Hi all,



i read about using installment plan template in Order page from sales tools documentation. i use crm bundles demo in freedom ui for the environment. i found the pre template lookup but can't find the selection/dropdown to use it in "installment plan" detail. anybody know how to use this pre template in order form page (installment plan detail)?

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Hello,

 

We have declined to incorporate this functionality within the Order and Contract Management application. The utilization of this detail within the application is accompanied by existing logic, and as of now, there are no plans to integrate it.

 

However, I will register such idea.

Hello,

 

We have declined to incorporate this functionality within the Order and Contract Management application. The utilization of this detail within the application is accompanied by existing logic, and as of now, there are no plans to integrate it.

 

However, I will register such idea.

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Is there a way to make a LookUp column the display value of the list. In this case I have the brand and display value to jump into the Record Form, I want that behavior in the ID Fleet which is a LookUp. Is it possible?

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Hello,

 

Thank you for being a part of Creatio Community!

 

From the screenshot, it seems that your ID Fleet is a text field. In this article, you can find more information about setting up lists: https://academy.creatio.com/docs/8.x/no-code-customization/customizatio…

 

We hope this helps!

ID Fleet is a LookUp

Hello,

 

To create this kind of solution, you can use this  https://academy.creatio.com/docs/8.x/no-code-customization/customizatio…

as an example.

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Hello Community,

 

When calling a custom web service that uses anonymous authentication from the browser using this link : 

"http://mycreatio.com/0/ServiceModel/UsrCustomConfigurationService.svc/G…"

 

The page does not seem to work.

 

Note :  we have an on premise Creatio instance on Linux based on .Net Core.

 

Bellow are the steps to reproduce the case:

 

The Academy guides on how to Create a custom web service that uses anonymous authentication for .NET Core : https://academy.creatio.com/docs/developer/back_end_development/web_ser…

This is the class indicated in the first step (that returns the contact ID by the contact name) : 

namespace Terrasoft.Configuration.KycCustomConfigurationService {

    using System;

    using System.ServiceModel;

    using System.ServiceModel.Web;

    using System.ServiceModel.Activation;

    using Terrasoft.Core;

    using Terrasoft.Web.Common;

    using Terrasoft.Core.Entities;

    using Terrasoft.Web.Http.Abstractions;

    [ServiceContract]

    [AspNetCompatibilityRequirements(RequirementsMode = AspNetCompatibilityRequirementsMode.Required)]

    public class KycCustomConfigurationService: BaseService {

        private SystemUserConnection _systemUserConnection;

        private SystemUserConnection SystemUserConnection {

            get {

                return _systemUserConnection ?? (_systemUserConnection = (SystemUserConnection) AppConnection.SystemUserConnection);

            }

        }

        /* The method that returns the contact ID by the contact name. */

        [OperationContract]

        [WebInvoke(Method = "GET", RequestFormat = WebMessageFormat.Json, BodyStyle = WebMessageBodyStyle.Wrapped,

            ResponseFormat = WebMessageFormat.Json)]

        public string GetContactIdByName(string Name) {

            SessionHelper.SpecifyWebOperationIdentity(HttpContextAccessor.GetInstance(), SystemUserConnection.CurrentUser);

            var result = "";

            var esq = new EntitySchemaQuery(SystemUserConnection.EntitySchemaManager, "Contact");

            var colId = esq.AddColumn("Id");

            var colName = esq.AddColumn("Name");

            var esqFilter = esq.CreateFilterWithParameters(FilterComparisonType.Equal, "Name", Name);

            esq.Filters.Add(esqFilter);

            var entities = esq.GetEntityCollection(SystemUserConnection);

            if (entities.Count > 0) {

                result = entities[0].GetColumnValue(colId.Name).ToString();

                result = entities[0].GetTypedColumnValue(colId.Name); */

            }

            return result;

        }

    }

}

and this is the changes to the ..\Terrasoft.WebHost\appsettings.json file

"Terrasoft.Configuration.KycCustomConfigurationService": [

                                "/ServiceModel/KycCustomConfigurationService.svc"

                        ]



Thank you,

 

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Hello,
Based on the coe alone it is almost impossible to say what is the cause of the issue.
What kind of error you are facing, why do you think that the page isn't working?
Make sure that you created a class in the ..\Terrasoft.WebApp\ServiceModel for your service and check if you modified a services.config files as well as the Web.config.

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Hey, everyone! 

So.. I've been trying to start a campaign that runs on whatsapp.

I've created a Campaign and a folder on my contacts section to use as "starting point".

  • First of all, I can't select the folder that I've created as the "starting" point for my campaign (it simply doesn't show up...)
  • There's no "call web service" on the business process that I'm creating (trought the Campaigns,,,

How do am I to solve these problems?

Thanks !!! 

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Hello,

 

1. Please contact our support team regarding the issue with the folder

2. There is no 'call web service' element campaign, it's available in business processes only. 

Hello,

 

1. Please contact our support team regarding the issue with the folder

2. There is no 'call web service' element campaign, it's available in business processes only. 

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Hey, everyone ! 

Been a few weeks since I've deleted a Application that I've created when I was learning how to do everything around. 

So.. I've created a new application with the same "name", and it got all the "old" data that I'd created...

How am I able to acess these "tables" that store the old data? 

Is there a way to acess and do a "clean up" of everything that I've already done and can't acess it? 

Thanks in advance! 

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Hello!

When you delete a section, the object still exists in the configuration.

That means if you delete the object, at the database level, the table (like an artifact) where the data is stored will still exist.

This structure completely covers the main CRM system purpose - data storage.

Therefore, if you create a new section and specify the same object name, you will simply link your configuration to the archived table in the database.

If you want to delete records from the table by section, you need to go to the database level and delete all records.

Alternatively, create a lookup for the specified object (in case the object still exists in the configuration and has not been deleted) and delete the records.

Hello!

When you delete a section, the object still exists in the configuration.

That means if you delete the object, at the database level, the table (like an artifact) where the data is stored will still exist.

This structure completely covers the main CRM system purpose - data storage.

Therefore, if you create a new section and specify the same object name, you will simply link your configuration to the archived table in the database.

If you want to delete records from the table by section, you need to go to the database level and delete all records.

Alternatively, create a lookup for the specified object (in case the object still exists in the configuration and has not been deleted) and delete the records.

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Dear Community,



Is there a possibility to recreate the lookup section with the SAME functionality as the one in V7?

What I mean is that we're currently able to create a section based on the lookup object, but when clicking on a lookup, we don't get the relevant information in V8.

 

 

Kind regards,

Yosef

 

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Hello,

 

Please note that it is possible to create a Freedom UI section based on an existing object. You can find the instructions on this in the article below:

https://academy.creatio.com/docs/8.x/no-code-customization/customizatio…

 

If it's not quite what you need, please describe the issue in more detail.

Hello Mira,

 

Thank you for your comment. I wasn't able to post any screenshots but I already have a section based on the object "lookup". However, in V7 whenever you click on the name, you are represented with the data within this lookup.



If you create a new V8 page based on the "lookup" object, you'll only get the following fields:

Created on, Modified on, Name, Description, Created by, Modified by

 

You wont be able to see the data within this lookup.

Hopefully this helps?

https://scribehow.com/shared/Accessing_and_Configuring_Lookup_Section_i…

 

 

Kind regards,

Yosef

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Hi,



It seems that Creatio Marketing email size is limited to 5mb.



Is there a way to change the acceptable limit size in the system parameters, or is this limit set by the ESPs (ElasticEmail or Sendgrid) ?



Cheers,



Damien

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Hello,



Unfortunately, there is no workaround with the 5MB limit, since it is a restriction from the ESPs side.



It is a general recommendation to optimize size of your bulk email attachments.

Hi,

 

we asked the ESP ElasticEmail, according to them, our limit is at 10mb.

Is there a technical reason why in Creatio it is 5mb ?

Cheers,



Damien

Damien Collot,

 

Thank you for the information. We will pass it on to our R&D team.

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