Hello,

SQL scripts can be utilized to implement the transfer of organizational structure settings and access rights from one environment to another. To do this, insert queries need to be generated on the reference environment based on records from the following tables:

• SysAdminUnit (Administration object: users and roles)
• SysUserInRole (Direct user role assignments)
• SysFuncRoleInOrgRole (Functional role assignments to organizational roles)
• SysAdminOperation (System operations, if necessary)
• SysAdminOperationGrantee (Access to system operations, if necessary)
• SysEntitySchemaOperationRight (Access to objects)
• SysEntitySchemaRecordDefRight (Access to default records)
• SysEntitySchemaColumnRight (Access to object columns)
• SysAdminUnitGrantedRight (Delegation)
• SysWorkplace – (User workplace)
• SysAdminUnitInWorkplace – (Users in the workplace)
• SysModuleInWorkplace – (Module in the workplace)

You can use Microsoft SQL Server Database Publishing Wizard or similar tools to generate queries. The resulting SQL script should be attached to the package. If the transfer is happening to a production environment, we recommend making a backup of the data beforehand and primarily deploying the package to a test environment to verify the script execution results. These tasks should be performed outside of business hours.

Hello Harvey,



There is no such option for now, however, we've registered it in our R&D team backlog for consideration and implementation in future application releases.

Thank you for helping us to improve our product. 

Thanks Bogdan, it's definitely a feature that's needed - having every Contact show up in the Owner filter with no way to change this on a CRM platform isn't ideal.

I've discovered that it's possible to add this using code. To do so, you need to override the crt.LoadDataRequest handler and use the following code:

{
	request: "crt.LoadDataRequest",
	handler: async (request, next) => {
		// Filter Timeline's Owner filter to just Contacts with a User record
		if(request.dataSourceName === "ByOwnerQuickFilterInTimeline_xi3lpgm_ComboBox_List_DS") {
			const filter = new sdk.FilterGroup();
			await filter.addExistsFilter("[SysAdminUnit:Contact:Id].Id");
 
			// workaround for filters
			const newFilter = Object.assign({}, filter);
			newFilter.items = filter.items;
 
			request.parameters.push({
				type: "filter",
				value: newFilter
			});
		}
 
		return await next?.handle(request);
	}
},

You have to replace the name of the Timeline component in the above code from Timeline_xi3lpgm to whatever the component is called on your page.

Harvey Adcock,

good find, thanks!

You should mark your own answer as solution ;)

Harvey Adcock,

Well done! Thanks for sharing this Harvey. 

Also, if you've moved to 8.1.1 you no longer need the filters workaround - it's finally working properly in 8.1.1, just thought I'd mention.

Ryan

Ryan Farley,

Ahh great to hear, thanks for the info Ryan - and thanks for spreading the info about that workaround in the first place!

I'd like to share my solution on lookup filtering.

We wanted to have only contacts from our company and in certain functional role.

{
	request: "crt.LoadDataRequest",
	handler: async (request, next) => {
		if (request.dataSourceName !== "FbContact_List_DS") {
			return await next?.handle(request);
		}
 
		const ourCompanyFilter = new sdk.CompareFilter(
			sdk.ComparisonType.Equal, 
			new sdk.ColumnExpression({
				columnPath: "Account.Type"
			}), 
			new sdk.ParameterExpression({
				value: Constants.AccountType.OurCompany
			})
		);
 
		const funcRoleFilter = new sdk.CompareFilter(
			sdk.ComparisonType.Equal, 
			new sdk.ColumnExpression({
				columnPath: "[SysAdminUnit:Contact:Id].[SysUserInRole:SysUser:Id].SysRole.Id"
			}), 
			new sdk.ParameterExpression({
				value: Constants.FunctionalRole.MyCustomFunctionalRole
			})
		);
 
		request.parameters.push({
			type: sdk.ModelParameterType.Filter,
			value: ourCompanyFilter
		});
 
		request.parameters.push({
			type: sdk.ModelParameterType.Filter,
			value: funcRoleFilter
		});
 
		return await next?.handle(request);
	}
}

Alex Zaslavsky,

Interesting, it hadn't occurred to me to push multiple filters to the parameters. I've always added the multiple filters to a FilterGroup and then added the group to the parameters. I guess it's an array for a reason :) Nice to know it works that way as well.

Ryan

Hello , 

Can we set a current user as a default in timeline quickfilter ? 

Hello,

 

Please check your binary files and connection string.

 

To get started, run the application outside of Docker directly on Linux.

Hello,

You should use a script task to work with files from the web service.

 

More details about the API file:



https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platfor…

Thanks Cherednichenko. Using the information provided I wrote the C# below to attach a generated file to a record.



public void AttachFile(string schemaName, Guid recordId, string fullFilePath) {

            /* Create a unique ID for the new file. */

            Guid fileId = Guid.NewGuid(); 

            /* Create a file locator for the new file. */

            var fileLocator= new EntityFileLocator("SysFile", fileId); 

            /* Get an IFile object for the new file. */ 

            IFile file = UserConnection.CreateFile(fileLocator); 

            /* There is no file metadata or file content in the available file storages. Specify the file name in the file metadata. */

            file.Name = (new System.IO.FileInfo(fullFilePath)).Name; 

            /* Set an attributes for the new file: */

            file.SetAttribute("RecordSchemaName", schemaName); 

            file.SetAttribute("RecordId", recordId);             

            /* Save the file metadata Do this BEFORE saving the content. */

            file.Save(); 

            using (var sourceStream = new FileStream( fullFilePath, FileMode.Open, FileAccess.Read, FileShare.Read, bufferSize: 4096, useAsync: true)) {

                file.Write(sourceStream, FileWriteOptions.SinglePart);            

            }

        }

Hello,

Please describe your business idea in more detail so we could provide the best suitable solution for you.

Mira Dmitruk,

I have created  a Section and  provided them field level permission for Some roles. In that Section we have some details used. I have to give field level permission to  the fields of detail and this detail is used in  both Contact and Org Page and having different permission on field .So how I can give that? 

Hello,



You can configure column rights in the Object permissions section.



https://academy.creatio.com/docs/8.x/setup-and-administration/administr…

Hello Julio,

1) Choose the needed Desktop on the welcome screen in right bottom corner and click the settings button

2) Add the new Chart, click "Set up chart" and fill ALL required fields inside of modal window. Save the page.

3) Check in DB is record created successfully by this query (ChartWidget_r2b2wf3 - your widget name):

select  * from SysLocalizableValue
where [Key] like '%ChartWidget_r2b2wf3%'
order by ModifiedOn desc

4) To add image - open settings of the new Desktop (right top corner </> sign) and add "Images"

5) Open Advanced Settings Page, find the new Package with new Desktop, click "+ Add" -> Data. Here we have to create two connections:

5.1 Object - Desktop. BOUND DATA - name of Desktop

5.2 Object - SysLocalizableValue. BOUND DATA - Key  = "ChartWidget_r2b2wf3" (Widget name from Step 3), choose all of them

In the end you'll have new package with 3 files inside (1 Module and 2 Data)

P.S. If on the step 5 you'll receive any errors - do Flushall in Redis.

Thanks Anhelina and sorry, no-code?

Also, my instance is cloud, I have not access to db, is another way to bind this?

Julio Falcon (Cibernética),

It's a no-code method. You need DB only for step 3 but you can replace it by checking if "ChartWidget...." appeared in the Desktop settings list of strings (Advanced Settings -> enter the name of your new Desktop in search panel -> Left panel with different settings -> Open Localizable strings).

Hi timea , 

you can use "crt.OpenPageRequest" handler to open specific page onbutton click .

 

request.$context.executeRequest({
 
    type: "crt.OpenPageRequest",
 
    $context: request.$context,
 
    schemaName: "UsrCaseStatus_ModalPage",   
 
    modelInitConfigs: [
 
        {
 
            action: "edit",
 
            recordId: caseId            //RecordId of the page
 
        }
 
    ]
 
});

Thanks.

Hello,

Unfortunately, such functionality is not implemented in the application.

 

We have submitted a request to the development team to assess the possibility of implementing such functionality in the product.



Thank you for helping us make our product better!

 

Best regards,

Pavlo!

Pavlo Sokil,

This will be a useful feature in studio. We have a couple of applications where a record has multiple details (sometimes hundreds), and the user needs to review and enter some information on each detail. Usually, the record to review has multiple fields and requires its own page. 

A next and a previous button would be useful, so the user does not have to close the page, figure it out where in the list they were and then open another record to process.

Thanks,
Jose

Love the idea

Hello,



I have discussed this request with the Product Owner.

As for now, there is no such functionality.



We have already registered the idea for our R&D team to implement this functionality in further releases.



Thank you for this suggestion, this helps to make our product better!

Hello!

 

Unfortunately, there is still no opportunity as of now to filter lookup-fields in detail. We've registered it in our R&D team backlog for consideration and implementation in future application releases.



Best regards, 

Anton

Hello,

 

Unfortunately, such a feature is not available.



However, you can set a filter to display records only for a specific Account and then set a filter for opportunities.

 

We have also registered your request with our development team to explore the mechanisms of implementing such a feature.

 

Thank you for reaching out!

Hello, we create a field that is calculated as Account name + Opportunity name. So, if user filters by it, they get needed sorting (hardcoded one). Besides, this field can be set as primary displayed field



Kind regards,

Vladimir

Pavlo Sokil,

Hello Pavlo,

You know if and when this feature will be available in Freedom UI? It's a very important and critical feature in the project we are working on and the proposed workarounds (create a filter and/or create a concatenate field) don't match our needs.

Best Regards

Stefano