Dear Vladimir,

To apply dynamic filtration to the dashboards you can use the "Apply filter by page data" parameter. 

This way you can use the list element and ll filtration applied to the list will be applied to the dashboard as well.

You can read more about this element in the following article: https://academy.creatio.com/docs/8.x/no-code-customization/customizatio…

Have a great day!

Alina Yakovlieva,

So, can I filter only lists? And what about charts?

And pivot tables?

Hi Alina , Did u find anything to dynamically filter chart widget or any workaround

Hello!



Currently it's not possible to achieve using handlers or basic Freedom UI wizard. We've already created a suggestion to our R&D team to make it possible in future application versions and once it's done we will inform everyone in the Academy and Release notes. Thank you for helping us in making the app better!



Best regards,

Anton

Hello, 

to achieve this you can create a process parameter of Lookup type for Contact object (Lookup field), and fill in value of "Current user contact". then you might use this parameter wherever you need the users id, worked like this for me in test enviroment 

thanks for reply but I does the current user contact change during the business process. I only want the ID of the user who started the business process. At the point in the process I don't want the current user contact but the user who started the process.

There is probably a better solution but in the end I just created a lookup field on the object which recorded the current user at point of the business process starting, and used that later in process.

Hello,

Try to create a business process that is launched when a record is added or changed.

https://academy.creatio.com/docs/8.x/no-code-customization/bpm-tools/pr…

When Account/Contact is created from the Lead qualification process, it is not linked to the Lead yet, so we cannot use "Added" signal.



When Lead is modified and Account/Contact is set, we don't know if it is set by qualification process or manualy. So, in the second case we mustn't modify Account/Contact.



In result, I don't see any option to catch event of Account/Contact creation during qualification

Hello,

 

In such circumstances, we recommend using the code-level development process to catch such an event and make the desired logic.

Unfortunately, we don't have any examples of such implementation.



If you have any difficulties with this task, you can create a ticket for the Creatio support team, within which we will consider this issue.

I would also like to be able to do this - for example noteworthy events and approvals are sections of the notification panel our users will never have a need to interact with, so it would be better if they weren't shown to users.

Additionally, it would be nice to be able to prevent some of the Business Process tasks from appearing for users - we have loads of them generated as part of a Lead Management flow, but users are unlikely to be interacting with those through there. It would be better for them to be kept out so that other Business Process task notifications don't get lost in the noise.

Hello Timea

You can use this marketplace addon to hide the UI Elements: https://marketplace.creatio.com/app/experceo-ui-wizard-creatio

You can add your custom CSS selectors and Operation permissions to control the visibility of the UI Elements.



Thank you

Mohamed

If you're referring to the code that adds the primary address values to the account (or contact) columns, that is in C# BaseAddressSynchronizer. This code is triggered from the specific address objects (such as AccountAddress) subprocess (open AccountAddress object then click "open process").  

FYI in classic pages there was also code on the page that did this via sandbox messages iirc.

Ryan

Thanks Ryan, any idea what the correct way to add an additional field to the synchronization process would be? I'm expecting that it would require adding a new C# module that inherits from the BaseAddressSynchronizer class (or maybe the AcountAddressSynchronizer for Account Addresses specifically?) and adds columns to the GetSynchronizationColumnMappings method in the following way:

protected override ICollection<SynchronizationColumnMapping> GetSynchronizationColumnMappings() {
	SynchronizationColumnComparator stringEqualComparator = EqualComparatorProvider.GetStringEqualComparator();
	var baseColumnMappings = base.GetSynchronizationColumnMappings();
	baseColumnMappings.Add(new SynchronizationColumnMapping {
		SourceColumnName = "SrcColName",
		DestinationColumnName = "TgtColName",
		Comparator = stringEqualComparator
	});
	return baseColumnMappings;
}

With the Account Address entity's column name as the source column name and the Account entity's column name as the target column name. Does the entity's subprocess also need editing to make this logic work, or does the GetAddressSynchronizer method used in the existing subprocess automatically include the extra column mappings defined in the override? Can't see where that method comes from.

Harvey Adcock,

Hi!

Yes, you need to create a new source code schema, add a new class that inherits from the BaseAddressSynchronizer, and override the GetSynchronizationColumnMappings method.

You may use the AccountAddressSynchronizer class as an example.

To apply the changes to the entity, it is necessary to create a replacing object and update its process methods (to call the overridden method instead of the default one).

Natalia Kalynovska,

Hi Natalia, does that require recreating the Process that's attached to the OOTB Account Address entities? As the replacing object in our package doesn't have that process by default, so in order to change it, it seems like we would have to recreate the previous Process with those changes? And does a Process in a replacing object "overwrite" the Process in the replaced object, or do they both still operate? I'm not sure if there's much documentation on the Entity Processes.

Thanks,

Harvey

Harvey Adcock,

Hello Harvey,

Have you find a solution to your needs?

No, unfortunately not yet. I didn't end up spending much more time after this thread on it though, it was deprioritised in our project, so it would still be useful if anyone knows how to correctly override entities' Entity Processes.

Hi Vladimir,



Thank you for bringing our attention to this matter.

We've confirmed the issue with the 'Bind all' feature and have relayed your feedback to the development team for review.



Kindly await a new release on the marketplace.

 

Hello Laurentiu,

C# cannot be used to display the popup directly. What can be done is send a websocket message to the client side and display the popup when a websocket message is received. Like described here, but in the onNewMessage method you need to call this.showInformationDialog method (just check how it's called out-of-the-box) and pass the message to it.

If this is a local system you can use debugging with your C# code, see https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platfor…

If this is a cloud system, sending messages to the UI to display a message box isn't the best route since the message boxes aren't blocking, meaning if your code sends 3 messages, only the last one will show in the message box, plus it means you have to add client-side code to receive the message and display it. 

It would be far better to just create a lookup object to write your debug messages to, then you just check the lookup to see the messages. 

Ryan

Ryan Farley,

Do you have an example how to write into a lookup  object please ?

You can write to any object using the following: 

var schema = UserConnection.EntitySchemaManager.GetInstanceByName("AccountType");
var entity = schema.CreateEntity(UserConnection)
entity.SetDefColumnValues();
entity.SetColumnValue("Name", "Some new type");
entity.Save();

However, for debugging, even better than writing to an object would be to use logging, see https://customerfx.com/article/logging-information-and-errors-in-creatio-c-code-and-viewing-from-cloud-hosted-systems/

Ryan

Hello!

To provide you with an answer, we need to investigate it deeper. Please contact the Support Team directly via support@creatio.com and provide all these details.

Best regards, Mariia

Hello!



Here's an example of such a filter:







Best regards,

Anton