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

If you're referring to the code that adds the primary address values to the account (or contact) columns, that is in C# BaseAddressSynchronizer. This code is triggered from the specific address objects (such as AccountAddress) subprocess (open AccountAddress object then click "open process").  

FYI in classic pages there was also code on the page that did this via sandbox messages iirc.

Ryan

Thanks Ryan, any idea what the correct way to add an additional field to the synchronization process would be? I'm expecting that it would require adding a new C# module that inherits from the BaseAddressSynchronizer class (or maybe the AcountAddressSynchronizer for Account Addresses specifically?) and adds columns to the GetSynchronizationColumnMappings method in the following way:

protected override ICollection<SynchronizationColumnMapping> GetSynchronizationColumnMappings() {
	SynchronizationColumnComparator stringEqualComparator = EqualComparatorProvider.GetStringEqualComparator();
	var baseColumnMappings = base.GetSynchronizationColumnMappings();
	baseColumnMappings.Add(new SynchronizationColumnMapping {
		SourceColumnName = "SrcColName",
		DestinationColumnName = "TgtColName",
		Comparator = stringEqualComparator
	});
	return baseColumnMappings;
}

With the Account Address entity's column name as the source column name and the Account entity's column name as the target column name. Does the entity's subprocess also need editing to make this logic work, or does the GetAddressSynchronizer method used in the existing subprocess automatically include the extra column mappings defined in the override? Can't see where that method comes from.

Harvey Adcock,

Hi!

Yes, you need to create a new source code schema, add a new class that inherits from the BaseAddressSynchronizer, and override the GetSynchronizationColumnMappings method.

You may use the AccountAddressSynchronizer class as an example.

To apply the changes to the entity, it is necessary to create a replacing object and update its process methods (to call the overridden method instead of the default one).

Natalia Kalynovska,

Hi Natalia, does that require recreating the Process that's attached to the OOTB Account Address entities? As the replacing object in our package doesn't have that process by default, so in order to change it, it seems like we would have to recreate the previous Process with those changes? And does a Process in a replacing object "overwrite" the Process in the replaced object, or do they both still operate? I'm not sure if there's much documentation on the Entity Processes.

Thanks,

Harvey

Harvey Adcock,

Hello Harvey,

Have you find a solution to your needs?

No, unfortunately not yet. I didn't end up spending much more time after this thread on it though, it was deprioritised in our project, so it would still be useful if anyone knows how to correctly override entities' Entity Processes.

Natalia Kalynovska,

Hello Natalia,

I am trying to add some columns to the BaseAddressSynchronizer. Inheriting the class and overwriting the function is quite straight forward. What I have done is below:

namespace Terrasoft.Configuration
{
	using EntitySynchronization;
	using System.Collections.Generic;
	using Terrasoft.Core;
	using Terrasoft.Core.Entities;
 
	#region Class: PbContactAddressSynchronizer
 
	/// <summary>
	/// Provides methods for synchronizing account address with account.
	/// </summary>
	public class PbContactAddressSynchronizer : BaseAddressSynchronizer
	{
		#region Construcors: Public
 
		public PbContactAddressSynchronizer(UserConnection userConnection, Entity addressEntity) :
			base(userConnection, addressEntity, "Contact") {
		}
 
		#endregion
 
		#region Methods: Protected
 
		protected override ICollection<SynchronizationColumnMapping> GetSynchronizationColumnMappings() {
 
			SynchronizationColumnComparator stringEqualComparator = EqualComparatorProvider.GetStringEqualComparator();
 
			var baseColumnMappings = base.GetSynchronizationColumnMappings();
 
			baseColumnMappings.Add(new SynchronizationColumnMapping {
				SourceColumnName = "PbTown",
				DestinationColumnName = "PbTown",
				Comparator = stringEqualComparator
			});
 
			baseColumnMappings.Add(new SynchronizationColumnMapping {
				SourceColumnName = "PbCounty",
				DestinationColumnName = "PbCounty",
				Comparator = stringEqualComparator
			});
 
            baseColumnMappings.Add(new SynchronizationColumnMapping {
				SourceColumnName = "PbAddressLine2",
				DestinationColumnName = "PbAddressLine2",
				Comparator = stringEqualComparator
			});
 
			return baseColumnMappings;
		}
 
		#endregion
	}
 
	#endregion
}

The piece I am having issues with pertains with what Harvey wrote above regarding overwriting the Process on the object. I would like to know the best way to overwrite the OOTB object processes. 

Furthermore, when I look into the Process responsible for running the Address synchronizer there is a script task with a single line of code, which runs a function that I cannot find in any source code files:

return SyncronizeContactAddress()

Would you be able to provide an example of how to call the overwritten BaseAddressSynchronizer from a script task.

Hi Vladimir,



Thank you for bringing our attention to this matter.

We've confirmed the issue with the 'Bind all' feature and have relayed your feedback to the development team for review.



Kindly await a new release on the marketplace.

 

Hello Laurentiu,

C# cannot be used to display the popup directly. What can be done is send a websocket message to the client side and display the popup when a websocket message is received. Like described here, but in the onNewMessage method you need to call this.showInformationDialog method (just check how it's called out-of-the-box) and pass the message to it.

If this is a local system you can use debugging with your C# code, see https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platfor…

If this is a cloud system, sending messages to the UI to display a message box isn't the best route since the message boxes aren't blocking, meaning if your code sends 3 messages, only the last one will show in the message box, plus it means you have to add client-side code to receive the message and display it. 

It would be far better to just create a lookup object to write your debug messages to, then you just check the lookup to see the messages. 

Ryan

Ryan Farley,

Do you have an example how to write into a lookup  object please ?

You can write to any object using the following: 

var schema = UserConnection.EntitySchemaManager.GetInstanceByName("AccountType");
var entity = schema.CreateEntity(UserConnection)
entity.SetDefColumnValues();
entity.SetColumnValue("Name", "Some new type");
entity.Save();

However, for debugging, even better than writing to an object would be to use logging, see https://customerfx.com/article/logging-information-and-errors-in-creatio-c-code-and-viewing-from-cloud-hosted-systems/

Ryan

Hello!

To provide you with an answer, we need to investigate it deeper. Please contact the Support Team directly via support@creatio.com and provide all these details.

Best regards, Mariia

Hello!



Here's an example of such a filter:







Best regards,

Anton

Hello!

Please create a separate request to the Support Team via support@creatio.com and provide all these details. 

Best regards, Mariia

Just throwing out some ideas. Maybe there's some non-printable character that got posted in somewhere? I'd try pasting the contents to a text editor that can show non-printable chars (such as Notepad++).

Also, maybe look at the resource strings? Maybe there's a resource name with some weird char?

Thank you Ryan for your answer, i ve check what you advise me to check, but i did not find any problem.

We are having two OrderProductPageV2 in two separate package: Custom and Custom_transfert, we removed all business rules in the OrderProductPageV2 in Custom_transfert and surprisingly we can edit the orderProductDetail business rules...

Thank you again for your help !

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.