8.0 | Community Creatio

12:22 Jun 13, 2024

Hi Creatio Community,

I hope you're all doing well. I have question with managing app updates and would appreciate your insights.

Scenario: I have developed an app and released version 1.0 on the Creatio Marketplace. Some clients have installed this version and made custom changes to the app.

Now, I am preparing to release version 1.1 with new features and bug fixes. My concern is that when clients update to version 1.1, their custom changes overwritten or not?

1] What are the best practices to ensure client-specific changes are not lost during the update?

2] Are there any tools or features within Creatio that can help manage and merge client customizations with new updates?

Thank you in advance for your assistance and suggestions.

Best Regards,

Ajay Kuthe

1 comments

Best reply

Eugene Vorobiov

15:44 Jun 17, 2024

Hi Ajay,

Let's look at how the customization process works in general.

When a customer makes any changes to the installed application, your core logic remains unchanged. Instead, the app is extended with a new package where replaced schemas are created, inheriting your core schemas. When you make new changes to the app and customize these core schemas, after delivering a new version to the client, only those core schemas will be updated. The customer's inherited schemas will remain unchanged.

Therefore, custom changes will not be overwritten. However, we recommend supporting backward compatibility to avoid breaking custom changes after delivery.

If you are going through the update process together with the client, we suggest using the delivery process article to build a safe delivery process.

Eugene Vorobiov

15:44 Jun 17, 2024

Hi Ajay,

Let's look at how the customization process works in general.

Therefore, custom changes will not be overwritten. However, we recommend supporting backward compatibility to avoid breaking custom changes after delivery.

If you are going through the update process together with the client, we suggest using the delivery process article to build a safe delivery process.

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Add filter in lookup field of detail

Shaurydeep Saxena

09:13 Jun 13, 2024

Hi community
I want to filter lookup field in detail of a page on the basis of record of another section and the page is in freedom UI and object of that detail is in classic UI

1 comments

Hanna Skalko

17:18 Jun 14, 2024

Hello!

Thank you for submitting the post on the Community!

Could you please provide more details regarding your task so we can better understand what solution we can suggest?

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Assistance Required with Report Configuration and Data Accuracy

sprity

09:13 Jun 13, 2024

Hello Community,

I'm currently working on generating a printable report formatted as a table. I've successfully linked the detailed information to the main object report. However, I have a couple of questions:

Do I need to use out-of-the-box columns to retrieve data, or can the report just include custom fields?
Most of my custom fields populate correctly, but I'm encountering an issue with the 'Supplier' column, which is a lookup linked to the Account section. I've verified the database to confirm the data is correct, so I'm puzzled about the problem here.

I'm including images of the report setup and output, along with the data that should appear in the printable version.

The main object in the report is "Purchase Approvals," and the supplier location can be either Local or Foreign.

Below is what the output should be like in the supplier name

1 comments

Pavlo Sokil

16:52 Jun 18, 2024

Hi,

1. You can add any column to the report, both OOTB and custom.

2.1. We recommend that you try to re-add the table to the report and check the behavior again, perhaps the problem is in the incorrectly displayed table.

2.2 Check that there are no columns with the same titles in the table you are displaying, you may be displaying different columns.

If the problem is still present, we recommend contacting technical support, support@creatio.com.

I hope this helps to solve the problem.

Best regards,
Pavlo!

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MS Word настройки макрос

Adkham Makhmudov

08:18 Jun 12, 2024

В настройках MS Word репорта должен использовать локализацию не смотря на язык системы, возможно ли это ?

Например сейчас есть такое макрос

Id[#SalesUp|FinAppBorrower#]

Она меняется если язык системы поменялось.

Как можно указать в макросе чтобы использовалось локализацию на английском только?

1 comments

Mira Dmitruk

17:44 Jun 12, 2024

Здравствуйте,

К сожалению, в приложении нет возможности отображать значения полей в отчете на языке, отличном от текущей локализации пользователя, а так же делать отчеты на разных языках (чтобы можно было выбрать язык значений полей, отображаемые в отчете (независимо от локализации) во время создания отчета).

Все значения в отчете будут отображаться на языке текущего пользователя.
Чтобы значения печатались на английском или другом языке, необходимо сделать соответствующие переводы в системе и изменить локализацию пользователя на английский или другой язык соответственно. Затем значения будут подтянуты в отчет на выбранном языке.

Распечатать сам отчет или значения в нем на языке, который не установлен для текущего пользователя, пока невозможно.

При этом задача по добавлению этого функционала уже передана ответственной команде.

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8.0

How to add multiple data sources to a page in freedom UI?

Marisa Boyd

01:39 Jun 12, 2024

Hi,

I am building a form page but would like to show multiple data sources on this page. I know I am able to show additional data sources through the list option but this shows the data in a list when we want to see it as additional attributes for the primary data source. Can an additional source be added to a page in freedom UI? (found documentation on it for the classic UI but could not figure it out for freedom UI)

2 comments

Malika

06:56 Jun 12, 2024

Hello,

Currently, the system's basic tools allow you to add only one data source. However, a task has already been registered in our R&D team to consider and implement adding multiple data sources in future releases.

Thank you for helping us to improve our product.

Ryan Farley

21:28 Jun 13, 2024

If you only need to display data from other connected records (and not have them be updateable) you can do this for things like displaying a parent record's columns on the page (for example, display Account fields on the Contact, Account fields on an Opportunity, etc).

To do this, scroll to the bottom of the controls list on the left side in the page designer. Add one of those to the page (this won't add any columns to the object). Then use the Data source property to select the column from the related object as needed. The designer will make this control read only since it's not a part of the page's data source.

Ryan

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Studio_Creatio

8.0

Change Value Real Time

Carlos Ivan Sanchez Sequeira

00:01 Jun 12, 2024

Hi I'm new to creatio, I have a process associated with a button where I want to fill in the value of a text field based on previously selected options. The button works fine but for the value to be reflected in the field I have to update the screen. Is there a way to fill this value without having to refresh the screen ?

3 comments

Franck Lehmann

11:35 Jun 12, 2024

Hi Carlos, you need to enable live update on the object:

Carlos Ivan Sanchez Sequeira

17:51 Jun 13, 2024

Franck Lehmann,

Hi Franck, thanks for your help. I made the changes you indicated but the field is not updated in real time, I was reading other articles and it seems that it is a concurrent problem... I'll try another way but again thanks for your help

Ryan Farley

20:59 Jun 13, 2024

The "live data update" option only works for Freedom UI pages (and assumes the record you updated in the process is the same record you're currently viewing).

If this is a classic UI page the only option is to create code to send/receive the message from the process to the UI and perform the refresh. See https://customerfx.com/article/how-to-refresh-a-page-from-a-process-in-creatio-formerly-bpmonline/

Ryan

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How to get all records from a object (list) into the main lists page?

Hassan Tariq

20:59 Jun 11, 2024

Please let me know how to do this: We have this Order Management (Order Allotment) in which employees are assigned in list below (GlbAssignedCatchers) of field from our Team lookup (every team has different number of employees), Let us know if we can save all of these catchers from GlbAssignedCatcher into a field on Order Allotment like (Catcher 1 / Catcher 2 / Catcher 3 / So on..) So that we can display all list of catchers in our list (on 2nd picture). This would help us alot. The main thing we are concerned is that, the number of catchers are different in every team and how we can get them all. Picture 2:

2 comments

Hassan Tariq

20:20 Jun 12, 2024

bump

Halyna Parkhomenko

17:47 Jun 17, 2024

Hello,

Thank you for your question. We have analyzed your problem and, unfortunately, there is currently no such possibility in the application.

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.

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Remove "Add New" option in Grid lookups when inline editing.

Andres Arrigonni

17:42 Jun 11, 2024

Hi All,

Is there any way to configure the comboboxes inside the Grid in a similar way we configure the ones in a page?

I'd like to be able to configure these 2 properties:

"showValueAsLink"
"isAddAllowed"
Thanks!

1 comments

Halyna Parkhomenko

13:57 Jun 20, 2024

Hello,

Thank you for your question. To provide a more detailed analysis, could you please clarify the following:

1. We need screenshots of the specific functionality you require.
2. Please specify whether this functionality is needed in the Freedom UI or the Classic UI.

Your cooperation will help us assist you more effectively.

Thank you!

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Фільтр записів в мобільному додатку

Ігор Роїк

11:09 Jun 11, 2024

Добрий день.
Допоможіть, будь ласка, відфільтрувати записи у кастомному розділі в мобільному додатку.

Потрібний фільтр "Створив = поточний користувач"

Створив фільтр

Terrasoft.sdk.Module.addFilter("UsrMyNotes", Ext.create("Terrasoft.Filter", {
type: Terrasoft.FilterTypes.Group,
logicalOperation: Terrasoft.FilterLogicalOperations.And,
subfilters: [
{
property: "CreatedBy",
comparisonType: Terrasoft.ComparisonType.EQUAL,
value: Terrasoft.sdk.CurrentUser.getContactId()
}
]
}));

та зберіг у файл UsrMobileNotesModuleConfig та додав файл до маніфесту робочого місця.

},
"UsrMyNotes": {
"RequiredModels": [
"UsrMyNotes"
],
"ModelExtensions": [],
"PagesExtensions": [
"UsrMobileUsrMyNotesActionsSettingsBlyzenkoWS",
"UsrMobileUsrMyNotesGridPageSettingsBlyzenkoWS",
"UsrMobileUsrMyNotesRecordPageSettingsBlyzenkoWS",
"UsrMobileNotesModuleConfig"
]
}
Але фільтр не працює. Допоможіть, будь ласка.

1 comments

Dmytro Vovchenko

17:31 Jun 26, 2024

Доброго дня,
Наведений вами приклад актуальний для класичних секцій мобільного додатку, однак, вочевидь ви використовуєте інтерфейс Freedom UI для мобільного розділу вашого об'єкту.
Для реалізації вашої задачі в даному випадку необхідно змінити схему Mobile[Object]GridPageSettings[Workplace].
В цій схемі всередині масиву [ ] необхідно додати блок з кодом фільтру:
{
   "operation": "merge",
   "name": "settings",
   "values": {
       "viewModelConfigDiff": "[{\"operation\":\"merge\",\"name\":\"Attribute_Items_ModelConfig\",\"values\":{\"filterAttributes\":[]}},{\"operation\":\"insert\",\"name\":\"MyFilter\",\"values\":{},\"parentName\":\"Attribute_Items_ModelConfig\",\"propertyName\": \"filterAttributes\"},{\"operation\":\"merge\",\"name\":\"Attributes\",\"values\":{\"MyFilter\":{ ВАШ ФІЛЬТР }}}]"
   }
}
Для отримання самого фільтру варто використати наступний метод:
1) В дизайнері Freedom UI для довільної сторінки додаєте новий список на ваш об'єкт
2) В цьому списку налаштовуєте фільтр, який який ви хочете застосувати в мобільному додатку
3) Зберігаєте фільтр і саму сторінку
4) Відкриваєте код самої сторінки і всередині неї можете знайти повний код фільтру:
5) Цей код і треба вставити всередину {\"MyFilter\":{ ВАШ ФІЛЬТР }}.
Важливо, в ньому треба екранувати символи " за допомогою штриха \, тобто таким чином \" і код фільтру не повинен містити табуляцій.
В результаті ваша сторінка Mobile[Object]GridPageSettings[Workplace] має виглядати приблизно наступним чином:
[
{
   "operation": "merge",
   "name": "settings",
   "values": {
       "viewModelConfigDiff": "[{\"operation\":\"merge\",\"name\":\"Attribute_Items_ModelConfig\",\"values\":{\"filterAttributes\":[]}},{\"operation\":\"insert\",\"name\":\"MyFilter\",\"values\":{},\"parentName\":\"Attribute_Items_ModelConfig\",\"propertyName\": \"filterAttributes\"},{\"operation\":\"merge\",\"name\":\"Attributes\",\"values\":{\"MyFilter\":{\"value\": {\"items\": {\"154ca683-b9f9-4359-88ca-e9dfbd10481a\": {\"filterType\": 4,\"comparisonType\": 3,\"isEnabled\": true,\"trimDateTimeParameterToDate\": false,\"leftExpression\": {\"expressionType\": 0,\"columnPath\": \"Status\"},\"isAggregative\": false,\"dataValueType\": 10,\"referenceSchemaName\": \"CaseStatus\",\"rightExpressions\": [{\"expressionType\": 2,\"parameter\": {\"dataValueType\": 10,\"value\": {\"Name\": \"In progress\",\"IsFinal\": false,\"Id\": \"7e9f1204-f46b-1410-fb9a-0050ba5d6c38\",\"Image\": \"\",\"StatusColor\": \"#FFAC07\",\"value\": \"7e9f1204-f46b-1410-fb9a-0050ba5d6c38\",\"displayValue\": \"In progress\"}}}]},\"d819453a-7122-4f49-92e8-3b0d7e4601f5\": {\"filterType\": 4,\"comparisonType\": 3,\"isEnabled\": true,\"trimDateTimeParameterToDate\": false,\"leftExpression\": {\"expressionType\": 0,\"columnPath\": \"Status\"},\"isAggregative\": false,\"dataValueType\": 10,\"referenceSchemaName\": \"CaseStatus\",\"rightExpressions\": [{\"expressionType\": 2,\"parameter\": {\"dataValueType\": 10,\"value\": {\"Name\": \"New\",\"IsFinal\": false,\"Id\": \"ae5f2f10-f46b-1410-fd9a-0050ba5d6c38\",\"Image\": \"\",\"StatusColor\": \"#0058EF\",\"value\": \"ae5f2f10-f46b-1410-fd9a-0050ba5d6c38\",\"displayValue\": \"New\"}}}]}},\"logicalOperation\": 1,\"isEnabled\": true,\"filterType\": 6,\"rootSchemaName\": \"Case\"}}}}]"}
}
]
Після цього зберігаєте зміни і синхронізуєте мобільний додаток, в результаті розділ має бути відфільтрованим.

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Service_Creatio

8.0

Email notification when case is open directly from Case section

Paulo Victor Figorelli

16:20 Jun 10, 2024

Hi all,

Is there a settings to notify user when a ticket is open directly in the Case section?

We are basically registering cases through email, and it works fine, but if I register a case directly in the Case section there is no notification to the user.

User only receive email if I send an email from the case, meaning not automatically.

Any thougths?

2 comments

Hanna Skalko

17:49 Jun 14, 2024

Hello,

This behavior can be achieved using the OOB functionality.

This article will help you with the setup: https://academy.creatio.com/docs/8.x/creatio-apps/products/service-tools/service-cases/case-settings/set-up-email-notifications

Please, pay attention to this block: https://academy.creatio.com/docs/8.x/creatio-apps/products/service-tools/service-cases/case-settings/set-up-email-notifications#set-up-contact-case-notification-rules

It will guide you through the necessary settings.

Paulo Victor Figorelli

15:31 Jun 17, 2024