Dear Prachi,

You don't need any Marketplace to this task. In a process Email task you can add attachments, see the image

Julio.Falcon_Nodos,

This is not a process. I want it to attach it to a template. 

Prachi Bhelkar,

No, an email template is a ‘template’ you cannot attach files to templates.

When you need to instantiate, at runtime, a template to be ‘populated’ with the data from the registry that the mail connects to, in a process or DCM, you can attach a file.

Julio

Hello,

You can use the following filtering:
$filter=CreatedOn ge 2024-08-05T00:00:00Z

https://documenter.getpostman.com/view/10204500/SztHX5Qb?version=latest

Hello,
 

Unfortunately, it is not yet possible to build a filter with Approvals object when using the new Approval mechanism with the basic tools of our application.
 

As a workaround, you can try to develop a filter for your needs, but even using development methods, it is unlikely that you will be able to use the Approvals object for filtering.

You can try to develop filtering as follows:

1) Change the dashboard filter logic before loading data using the filter. This should be done by manipulating with the _Data_PredefinedFilter property of the dashboard. See example below:

 

Here we used the HandleViewModelInitRequest (page is opened) and we have access to the filter of the dashboard using request.$context.IndicatorWidget_5jpo3v5_Data_PredefinedFilter (IndicatorWidget_5jpo3v5 should be changed to the code of the dashboard we are interested in). To get the filter use the code:

let dashboardFilter = await request.$context.IndicatorWidget_5jpo3v5_Data_PredefinedFilter;

Then you can manipulate with the filter and set the value back as

request.$context.IndicatorWidget_5jpo3v5_Data_PredefinedFilter = dashboardFilter (or any other variable name that is used to manipulate the filter)

2) Manipulate with the already received response and set the value to the dashboard. This is easy with dashboards of the metrics type, but more complex with dashboards of the list type, and it cannot be done on the HandleViewModelInitRequest event. In this case you need to use sdk.Model to get some data for comparison (something like below):

const ceoFilter = new sdk.CompareFilter(sdk.ComparisonType.Equal, new sdk.ColumnExpression({
                       columnPath: "JobTitle"
                   }), new sdk.ParameterExpression({
                       value: "CEO"
                   }));
                   const contactModel = await sdk.Model.create("Contact");
                   const contacts = await contactModel.load({
                       attributes: ["Id", "Name", "JobTitle"],
                       parameters: [{
                           type: sdk.ModelParameterType.Filter,
                           value: ceoFilter
                       }]
                   });

And then modify the received data set from the dashboard (this dataset can be retreived from the dashboard.

End of problem not decided

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.
 

Hello Jeffrey,

Could you please clarify the business task? Correct me if some step is wrong:

1. 1) The system user updates the price on the Product list page 
2. 2) The old price goes to the UsrPreviousPrice column and the new price adds to the "Price" column
3. 3) Do You need to email the customers with 2 prices (old one and new one)? Or do you want to notify the system users by the notification in the system?

Anhelina,

Hi, Anhelina, 

     Thank you for your reply. 

1) The system user updates the price on the Product list page
 - -->Correct, the puchase dept will update the new price based on market information.

2) The old price goes to the UsrPreviousPrice column and the new price adds to the "Price" column
--->Correct

3)  Do You need to email the customers with 2 prices (old one and new one)? Or do you want to notify the system users by the notification in the system?
--> I want to compare the two price and if the current price is larger than the previous price, I will notify the user who have orders that contain these products. 

Right now,
  2) is what I need to solve, (maybe object event process), but not yet know how to do.
  
  3) I believe I can solve it by using business process.
 

Jeffrey,

Step 2 can only be realized by writing code and I've found the same question on the Academy. As a workaround, you may manually copy the price to the UsrPreviousPrice column before updating.

Step 3 you may realize through the one business process. You should add two parameters (values from two columns), compare them and send an email if conditions passed:

1. 1) Check in this article how to compare two BP's parameters
2. 2) Sending the email from BP you may check here.

Hello,
​​​​​​​
Unfortunately, for now, the system does not support such no-code option. However, already informed our developers about this option, and they will work on this feature in future versions. 

Thank you for helping us improve the system!

Best regards,
Ivan

Ivan Savenko,

ok, thx. Maybe there is some way to detect when page opened in configuration mode?

Dear Iuliia,

You can manage the number of digits after the decimal point in the "How to display" section in the "Format":



Additionally, please make sure that the column itself in the object has the correct value type:



Have a great day!

Alina Yakovlieva,

thank you, it's very helpfull! 

Home pages don't typically have a record source, so there's no record context to use there. Unless you've connected some object type to the page, it doesn't have any context of a record to bind to. 

Can you describe more what you're trying to accomplish?

I don't have a data source connected, but I was hoping to use dates inputted as page parameters to filter a list.  The quick filters for dates are limited to columns on the object, but I was hoping to be able to filter the list by a date from a related object. 

I have the same need, but as I understand, it is not available yet

https://community.creatio.com/questions/how-have-date-range-filter-home…

Hello,
The process of adding a new button in the mobile app involves creating your own remote module, basically, the list of things you need to do is following:

1. 1) Create TypeScript project for remote module.
2. 2) Create a custom request in remote module.
3. 3) Create custom request handlers using remote module.
4. 4) Register handler in remote module.
5. 5) Build project and upload changes to Creatio.
6. 6) Add button to the page using metadata.
7. 7) Check functionality.
8. Also, you need to add and enable EnableMobileSDK feature in the features section.
   An example of adding a custom module can be found in this article. In your case, the code of the remote module should look like this:

9. import {
   	BaseRequest,
   	BaseRequestHandler,
   	CrtModule,
   	CrtRequestHandler,
   	Logger,
   	CrtRequest,
   	ModalPresenter,
   	bootstrapCrtModule,
   	DoBootstrap,
   } from '@creatio/mobile-common';
    
   @CrtRequest({
   	type: 'crt.MyButtonRequest',
   })
   export class MyButtonRequest extends BaseRequest {
   	public message?: string;
   }
    
   @CrtRequestHandler({
   	requestType: 'crt.MyButtonRequest',
   	type: 'usr.MyButtonRequest',
   	scopes: ['UsrMobileUsrUserModuleRecordPageSettingsDefaultWorkplace_Root'],
   })
   export class UsrMyButtonRequestHandler extends BaseRequestHandler<MyButtonRequest> {
   	public async handle(request: BaseRequest): Promise<unknown> {
   		var message: string | undefined = (request as MyButtonRequest).message;
   		if (message) {
   			Logger.console('Request message: ' + message);
   			ModalPresenter.showSnackBar('Message title', message);
   		}
   		return this.next?.handle(request);
   	}
   }
    
   @CrtModule({
   	requestHandlers: [
   		UsrMyButtonRequestHandler,
   	],
   })
   export class UsrModule implements DoBootstrap {
   	bootstrap(): void {
   		bootstrapCrtModule('UsrModule', UsrModule);
   	}
   }
   

The difference with the article above is a way to add a button. In order to do so in one of the schemas you showed (depending on where you want to locate a button) you need to add a code of the button to a viewConfigDiff:

{
	"operation": "insert",
	"name": "settings",
	"values": {
		"entitySchemaName": "UsrUserModule",
		"details": [],
		"columnSets": [],
		"localizableStrings": {
			"SocialMessageDetailCaptionUsrUserModule_caption": "Feed",
			"AttachmentsDetailCaptionUsrUserModule_caption": "Attachments",
			"primaryColumnSetUsrUserModule_caption": "General information"
		},
		"settingsType": "RecordPage",
		"operation": "insert",
        "viewConfigDiff": "[{\"operation\": \"insert\", \"name\": \"MyButton\", \"parentName\": \"UsrUserModule_PrimaryTab_Body_primaryColumnSet\", \"propertyName\":\"items\", \"values\": {\"type\":\"crt.Button\",\"caption\": \"Click here\", \"color\":\"primary\",\"clicked\":{\"request\": \"crt.MyButtonRequest\", \"params\": { \"message\": \"Some test message\" }}}}]"
	}
}

Dmytro Vovchenko,

Thank you!

Hello, some feedback regarding this question?

Thanks

Hello, 

Thank you for reaching out.

This functionality is still in development, so access to it will only be available after the official release, which is currently planned for version 8.2.2.

Sergii Zhmurko,

Thanks for confirming that we will have this feature soon! :-)

Hi Mouna Rachidi,

I wasn’t able to reproduce the issues related to the template upload and compilation errors. Could you please share a few more details so I can help you better?

• Which version of Studio Creatio are you using?
• What version of the Excel Reports Builder for Creatio is installed, or when did you install this app from the Creatio Marketplace?
• What’s the file extension of the template you’re trying to upload?