Hello,

Actually, synchronization for some fields is already implemented in the Account section, such as Fax, Phone, etc.

To set up similar synchronization for the email column, you need to do the following:

1. Create a column named UsrEmail if it doesn't exist already, and select "Email address" as its type.

2. Go to the Source Code page, and in the "attributes" block, add the following code:

....

attributes: {

            "UsrEmail": {

                "dependencies": [

                    {

                        "columns": ["Email"],

                        "methodName": "syncEntityWithCommunicationDetail"

                    }

                ]

            }

        },

.....

 

Replace "UsrEmail" with the code of your column that needs to be synchronized with the detail.

 

3. Create an override for the AccountCommunicationDetail module with the following code:

define("AccountCommunicationDetail", ["AccountCommunicationDetailResources", "terrasoft", "Contact",
        "ConfigurationEnums", "ConfigurationConstants"], function(resources, Terrasoft, Contact, ConfigurationEnums,
        ConfigurationConstants) {
        return {
            methods: {
                initMasterDetailColumnMapping: function() {
                this.set("MasterDetailColumnMapping",[
                    {
                            "CommunicationType": ConfigurationConstants.CommunicationTypes.Email,
                            "MasterEntityColumn": "UsrEmail"
                    },
                    {
                        "CommunicationType": ConfigurationConstants.CommunicationTypes.MainPhone,
                        "MasterEntityColumn": "Phone"
                    },
                    {
                        "CommunicationType": ConfigurationConstants.CommunicationTypes.AdditionalPhone,
                        "MasterEntityColumn": "AdditionalPhone"
                    },
                    {
                        "CommunicationType": ConfigurationConstants.CommunicationTypes.Fax,
                        "MasterEntityColumn": "Fax"
                    },
                    {
                        "CommunicationType": ConfigurationConstants.CommunicationTypes.Web,
                        "MasterEntityColumn": "Web"
                    }
                ]);
            }
        }
    }
});

Again, replace "UsrEmail" with the code of your column that needs to be synchronized with the detail.

 

After these changes, when adding a communication means of type Email to the detail, the column "UsrEmail" will be populated with the same value.

 

4. For the logic of reverse synchronization, which would create a record in ContactCommunication, event logic is responsible. The process upon saving the contact is implemented in the CrtBase package, the Contact object, and the method "SynchronizeCommunication()" is called upon saving the record.

 

You can use these methods and create an analog for the Account object

.

I hope this helps you solve your task. Thank you for reaching out!

Thank you, was very useful

Pavlo Sokil,

Hello Pavlo,

how do we need to do this with Freedom UI?

Thanks,

Robert

Hello!

Please create a separate case for Support Team support@creatio.com  and we will analyze it deeply. 

Hello!



You can upload photos of various formats, however, currently they are displayed only in a 1:1 aspect ratio.

We've added it to our R&D team's backlog for reviewing the logic in future application releases.

Hello,

Please note that the request can also be fulfilled using the ImageInput component.

I think is still in Business Rules. If its a lookup associated to the main entity you should be able to do it there. Check in the sidebar that you can add BRs for the page and for the entity. The filtering of the lookup should be in the second one.



If its a lookup inside an editable list then I'm not sure how to do this. Before that was done in the detail BRs but here I'm not seeing how.

Hello!



Unfortunately, there is no option to filter lookup fields in the same way as in the Classic UI.

 

We've added it to our R&D team's backlog for consideration and implementation in future application releases.

Hello,

 

Most likely, during the first launch of the application, one of the folders required for the application was not generated correctly.

We recommend checking that all paths are generated correctly.



You mention that you are running the application on .NET 6 using .NET Core. We ask you to make sure that you deployed the environment according to the official instructions and that all the necessary components are present on the server.



If you still can't resolve this compilation error, please create a separate request to the Creatio support team.

 

Thank you.

Hello, thank you for your reply :)

I suppose it may not be a problem of first launch. I get that problem regularly when I try to Compile All. But when I perform this action two times in a row, the problem disappears :) But I see such warning:

Unfortunately, the problem with Resources.resx repeat again during the next compilation :(

Eryk Andrzejewski,

Hello
I have the same error and the same system behavior.
Version 8.1.0.6828 (.NET 6.0.31)
Did you find any solution?

Oleksandr Kadkin,

Hi, since I started using Compile instead of Compile All, I no longer encounter this problem :)

Eryk Andrzejewski,

Hello, i found how to fix it
1. Go to directory 
creatio_dir/Terrasoft.Configuration/Pkg/CrtDigitalAdsApp/Files
2. Backup CrtDigitalAdsApp.csproj
3. In CrtDigitalAdsApp.csproj find the ItemGroup with <EmbeddedResource Update="Properties\Resources.resx"> and  comment the line  <<CopyToOutputDirectory>Always</CopyToOutputDirectory>
Example

4. Go to 
creatio_dir/Terrasoft.Configuration/Pkg/CrtDigitalAdsApp/Files/Bin/netstandard/Properties and remove Resources.resx
Now i have no warnings and errors when compile all

Thank you :)

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