Hello Vladimir, 

If I understood your request correctly, you'd like to implement the functionality close to real time time zone convertor. 

Unfortunately, such implementation is not possible using basic system tools, but we've registered a corresponding query for our R&D team to consider adding such functionality in the upcoming versions of the system. 

I would also suggest to check the below article, it won't cover your business task fully, but could be helpful:

https://academy.creatio.com/docs/developer/front_end_development_freedo…

Best regards,

Anastasiia

Hello,

In order to create an activity, please add this value to the business process in the Add Data element:

To = responsible

Title

Time

Object

Source (for example Owner)

Unique caption Id = Record Id (from the signal)

Hi Anastasia

Many thanks for your reply.

I have the following data structure in place within the 'Notification' object for creating a new record:

To       -       Lookup to specific contact

Object     -      Lookup.Section Object(View).Project

Time     -    System - Current Date & Time

ParentEntityID    -    Project ID

Source     -     (I have tried a number of sources - Lookup > Owner, Lookup > Contact, Specific User via Process Parameter causes a foriegn key constraint error)

Unique Caption ID     -    RecordID from signal



Before I added Source and Unique Caption ID clicking the Notification link in the notification panel took me to the Project summary page. Adding these two as indicated in your reply above causes no action i.e. no page change occurs.



The notification is being created, although it is in the System Messages section, but the link is just not taking me to the Project.



Anything else you can guide me with would be very much appreciated.

thanks

Mark



 

I have got it working!



For those that come along after this, this is how:

 

• Title    -     What you want to display in the notification subject

• To       -       Lookup to specific contact

• Object     -      Lookup.Section Object(View).Project

• Time     -    System - Current Date & Time

• Unique Caption ID     -    RecordID from signal

The issue was that I had ParentEntityID included, which once I removed that allowed the link to work. I read a previous Blog on this subject which had this value.

Hello,

Approvals have the same access set up as any other object in the system. If you want to specify who can and who cannot see approvals go to the "Object permissions" section and specify roles for record permissions for Contract  Approvals object: 

Is it the same question? https://community.creatio.com/questions/freedom-ui-sorting-lookup

Vladimir Sokolov,

it may be related, but that question is discussing combo boxes in pages, whereas I’m looking for chart sorting (e.g. in a bar graph) so I expect any solution would be fairly different.

Harvey Adcock,

 

Good day,

 

Could you please provide more details about your business task?



Perhaps you could take a screenshot with a description of your requirements so that we can better understand them and offer advice.

 

We are looking forward to your feedback.



Best regards,

Pavlo

Hi Pavlo,

Sure, what the business is asking for is to be able to sort a chart's columns by the lead stage through the process, rather than by the stage's name alphabetically or by the total number of leads in each stage as can be selected by default in the chart options. For example, see this chart available in the Home section of the Sales workplace in a clean CRM trial environment:

It is currently sorted by the stage name alphabetically, which doesn't align with the progression you actually get through the Opportunity stages. Looking at the sorting options, we can see that the only ones available are to sort by the grouping name alphabetically, or by the measure value:

So we are unable to sort by another field on the Lead Stage lookup that we've created - Stage Number - which would order it correctly. What we'd like is to be able to use that additional field for sorting without using it as the labels for the x axis.

If there are any workarounds for this besides numbering the stage names themselves, we'd love to hear about them!

Many thanks,

Harvey

Harvey Adcock,

Good day,

 

Unfortunately, it's not possible to implement this with the current basic functionality. However, we have registered the idea for our development team to consider implementing this feature.

Perhaps the "Full pipeline" dashboard type may work for you, where stages are grouped according to their placement in the DCM field?





 

Thank you for reaching out!

Hi Pavlo, 

Would you know if more advance sorting of dashboards has been enabled in any further Creatio releases? 

Thanks,

Jacek

Hello Lucas,

Please contact Creatio Support on this matter.

Hello,



Unfortunately, at the moment it is not possible to set up dynamic name change by a print form in the system with basic tools. 



However, a task has already been registered in our R&D team to consider and implement such a feature in future releases. In case you would like to check  what stage this task is at, I am sending you the task number: PR-4191. Feel free to share this number with us at any time and ask your questions.

Hello Lucas,

Yes, it's possible in clomn configurions:

Please find more infromation here:

https://academy.creatio.com/docs/user/marketing_tools/email_marketing/e…

Hi community,

Any update ?

Sasori

Hello Sasori!

1) Add MultiCurrencyEditUtilities module as a dependency to your minipage schema. Example:

define("OpportunityMiniPage", ["MultiCurrencyEditUtilities"] ...

2) Add MultiCurrencyEditUtilities as a mixing to the minipage schema. Example:

...
mixins: {
  MultiCurrencyEditUtilities: "Terrasoft.MultiCurrencyEditUtilities",
  ...

3) Instead of using roles check you can use operation permission check. To use it you need to add RightUtilities module as a dependency to your minipage schema. Example:

define("OpportunityMiniPage", ["RightUtilities"], function(RightUtilities) { ...

4) Use the following methods in your minipage:

...
onEntityInitialized: function() {
  this.callParent(arguments);
  this.checkCurrencyForUser();
},
checkCurrencyForUser: function() {
  RightUtilities.checkCanExecuteOperation({
  operation: "NeedToUseEuro"
}, function(result) {
  if (result) {
    var euroId = "c0057119-53e6-df11-971b-001d60e938c6";
    this.onCurrencyMenuItemClick(euroId);
  }
 }, this);
}
...

The logic above will check if the user has access to the "NeedToUseEuro" operation (or this user role has access to the operation) and if so we will call the onCurrencyMenuItemClick method and pass euroId as an argument (see the onCurrencyMenuItemClick method signature in the MultiCurrencyEditUtilities module).

c0057119-53e6-df11-971b-001d60e938c6 is an Id of the "Euro" currency from the "Currency" table in the database. All you need to do is:

1. Correctly specify operation permissions (check if your user is not in several roles that are used in different operation permissions check)

2. Correctly setup a chain of operation permissions checks in the context of the checkCurrencyForUser method execution

P.S. Article about adding a multi-currency field: 

https://academy.creatio.com/docs/developer/interface_elements/record_page/field/overview#case-1915

Hello,

You should use construction like dateTimeTest.Year.ToString() to get the year from your date\time (if we are discussing server-side logic). Something like (in Visual Studio):

DateTime dateTimeTest = DateTime.Now;
string yearPart = dateTimeTest.Year.ToString();
Console.WriteLine(yearPart);
Console.ReadKey();

The output is:

In business process (script-task or process methods) the approach is the same, but you need to put the "yearPart" string into some text parameter of the process to use it further.

If we are interested in the client-side logic then you need to use the getFullYear method (described here https://www.w3schools.com/jsref/jsref_getfullyear.asp).

You can override the save function to prevent the closing of the form. See https://customerfx.com/article/prevent-navigating-back-to-a-parent-page…

Ryan