Hi community,

in my local environment the "Indexing for full-text search" is missing, the section settings page show me "System object".

In my local env I don't have global search configured.

How can I set this field in my package ?

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Hello Stefano,

 

The checkbox will only appear if the global search service is set up for the local environment. Please refer to this article.

 

Best regards,

Anastasiia

Hi Anastasiia,

How can configure the package that contains this custom entity to index it?

If I don't have gs configured locally

Stefano Bassoli,

Hi,

 

If there is a need to add this parameter to the package, you can enable the checkbox via UI and the change will be added to the current package. As mentioned, the checkbox will only appear if the global search service is set up for the local environment.

 

Best regards,

Anastasiia

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Hi all,



Where can we change signature date alignining automatically on closed won status change date in opportunities ? We deactivate OOTB opportunity process, and it's still changing when choosing ootb closed won step in DCM.





Cheers,



Damien

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Hi Damien,



you can find this logic in 'Opportunity' object processes

 

 

But I am afraid, you will have to override all this logics in the script to avoid setting closed on date



Kind regards,

Vladimir

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We have to build forecast hierarchy based on columns from multiple objects, is there a way to build it.

 

When I tried creating a Forecast on a View object, I got the below error,

 

Error "42809: referenced relation "UsrSalesPersonForecast" is not a table" occurred when updating schema structure. SQL script text: "ALTER TABLE "public"."UsrUsrSalesPersonForecastForecast" ADD CONSTRAINT "FK1BLqxq3nLaQIhH52szd47Se7eNI" FOREIGN KEY("UsrUsrSalesPersonForecastUsrPrimaryKey") REFERENCES "public"."UsrSalesPersonForecast"("UsrPrimaryKey") ON DELETE CASCADE"

 

Any suggestions are welcome...

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Currently the only possibility to build hierarchy in forecasts is by using connected objects from the columns of the original object in the forecast (by selecting them in the level of hierarchy directly):

As for the error message itself: a foreign key must reference a (base) table* in the same database (a base table: not a view, not a foreign data wrapper table) as stated here. In your case one of the columns is referencing a view so that's why the error message popups when updating the database structure.

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Hello. 

I am doing a process where I want to create a new record  but I want that the field account fills automatic using a business process, but when I add the record it doesn't pass this information to the section, it shows a blank field, additionally i want to set the name of the record with a formula so it show the name of the account to complete the name but it doesn't pass this data. 

 

I first  tried to add the record and establish the fields that i want to be fill. Then I tried to first add the record and then modifty it to add the fields that i want to be show. And lately i tried using a subprocess to add the fields, but anything of the things that I tried haven't work. 

Can someone help me please? 

 

 

 

 

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Hi Laura, 

 

We'd need to perform a deeper analysis in order to understand and resolve your issue. 

Please forward this question to our support team. Don't forget to provide the external access to your system. 



Best regards,

Yurii

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We have a project where I need to filter a certain lookup by a few booleans, where another lookup has the same booleans and only the true values need to be taken into consideration when filtering, unfortunatley with business rules, it will compare the false ones as well which causes only records whos booleans 100% match the ones in the other lookup to show, I have the following code to filter it, but it doesn't seem to work properly, I tried to debug it, but can't seem to find the issue.

 

		attributes: {
			"UniChargeType": {
				"dataValueType": Terrasoft.DataValueType.LOOKUP,
				"lookupListConfig": {
					"filter": function() {
 
						var priceTemplate = this.get("UniUniPriceTemplate");
 
						var esqCharge = Ext.create("Terrasoft.EntitySchemaQuery", {
							rootSchemaName:"UniChargeType"
						});
						esqCharge.addColumn("UniAir");
						esqCharge.addColumn("UniOcean");
						esqCharge.addColumn("UniInland");
 
						var esqChargeFirstFilter = esqCharge.createColumnFilterWithParameter(Terrasoft.ComparisonType.EQUAL,
								"UniAir", true);
						var esqChargeSecondFilter = esqCharge.createColumnFilterWithParameter(Terrasoft.ComparisonType.EQUAL,
								"UniOcean", true);
						var esqChargeThirdFilter = esqCharge.createColumnFilterWithParameter(Terrasoft.ComparisonType.EQUAL,
								"UniInland", true);
 
						esqCharge.filters.logicalOperation = Terrasoft.LogicalOperatorType.OR;
 
						esqCharge.filters.add("esqChargeFirstFilter", esqChargeFirstFilter);
						esqCharge.filters.add("esqChargeSecondFilter", esqChargeSecondFilter);
						esqCharge.filters.add("esqChargeThirdFilter", esqChargeThirdFilter);
 
 
 
						var esqTemplate = Ext.create("Terrasoft.EntitySchemaQuery", {
							rootSchemaName:"UniPriceTemplates"
						});
						esqTemplate.addColumn("UniSubService.UniService.UniAir", "Air");
						esqTemplate.addColumn("UniSubService.UniService.UniOcean", "Ocean");
						esqTemplate.addColumn("UniSubService.UniService.UniInland", "Inland");
						esqTemplate.addColumn("Id");
 
						var templateFilter = esqTemplate.createColumnFilterWithParameter(Terrasoft.ComparisonType.EQUAL, 
								"Id", priceTemplate);
 
						esqTemplate.filters.add("templateFilter", templateFilter);
 
						esqTemplate.getEntityCollection(function (result) {debugger;
							if (result.success){
 
								if(result.collection.getByIndex(0).$Air == true){
										var esqChargeFirstFilter = esqCharge.createColumnFilterWithParameter(Terrasoft.ComparisonType.EQUAL,
										"UniAir", true);
										esqCharge.filters.add("esqChargeFirstFilter", esqChargeFirstFilter);
									esqTemplate.getEntityCollection();
									return this;
 
									}else if (result.collection.getByIndex(0).$Ocean == true){
										var esqChargeSecondFilter = esqCharge.createColumnFilterWithParameter(Terrasoft.ComparisonType.EQUAL,
										"UniOcean", true);
										esqCharge.filters.add("esqChargeSecondFilter", esqChargeSecondFilter);
										esqTemplate.getEntityCollection();
										return this;
 
									}else if (result.collection.getByIndex(0).$Inland == true){
										var esqChargeThirdFilter = esqCharge.createColumnFilterWithParameter(Terrasoft.ComparisonType.EQUAL,
										"UniInland", true);
										esqCharge.filters.add("esqChargeThirdFilter", esqChargeThirdFilter);
										esqTemplate.getEntityCollection();
										return this;
 
 
									}
 
 
								result.collection.each(function(item) {
																result.collection.getByIndex(0).$Air
									if(item.entity.get("Air") == true){
										var esqChargeFirstFilter = esqCharge.createColumnFilterWithParameter(Terrasoft.ComparisonType.EQUAL,
										"UniAir", true);
										esqCharge.filters.add("esqChargeFirstFilter", esqChargeFirstFilter);
 
									}else if (item.entity.get("Ocean") == true){
										var esqChargeSecondFilter = esqCharge.createColumnFilterWithParameter(Terrasoft.ComparisonType.EQUAL,
										"UniOcean", true);
										esqCharge.filters.add("esqChargeSecondFilter", esqChargeSecondFilter);
 
									}else if (item.entity.get("Inland") == true){
										var esqChargeThirdFilter = esqCharge.createColumnFilterWithParameter(Terrasoft.ComparisonType.EQUAL,
										"UniInland", true);
										esqCharge.filters.add("esqChargeThirdFilter", esqChargeThirdFilter);
 
									}
 
 
								}); 
							}
						}, esqTemplate.getEntityCollection(), this);
 
 
 
 
					}
					}
					}

 

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The problem is that inside the lookupListConfig.filter you're doing an ESQ, and ESQs are asynchronous. So the filter is returned (which would be undefined or nothing) before the ESQ inside your code ever returns. You'll either need to rethink your filter and how to get the data you want, or prefetch the ESQ to UniChargeType earlier in the page lifecycle, like in the init and then store the results in an attribute, so they'll available to use when needed in the filter function.

Ryan

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Hi community,

We need to change the CSS of the detail’s header, inline editable column input text color, and the other non-editable grid text color.

What client module we should replace, and what classes we should change?

Thank you very much!

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Andrew Sheng,

I got the answer! All I had left to do was to fill the JS code with:

 define("BaseGridDetailV2", ["css!UsrDynasafeDetailV2CSS"], function() {
	return {
		methods: {},
		diff: /**SCHEMA_DIFF*/[ ]/**SCHEMA_DIFF*/
	};
});

 

Hello Andrew,



It could be achieved by development, please find similar questions bt the links below:

https://community.creatio.com/questions/text-area-field-editable-detail….

 

https://community.creatio.com/questions/detail-styles-css?_gl=1*1850rv9….

Bogdan,

Hi Bogdan, thank you for the solution links. But the screenshots in the reply are no longer visible. I followed the two steps in the reply, but had no luck. I put my screenshots below, can you correct them for me?

Step1, I created a module in our package Dynasafe1, kept JS empty

Step2, I put the CSS in the LESS

 Step3, I created a replacing view model under Dynasafe1 package

Then I chose "Base schema - Detail with list" as the parent object.

And finally saved this replacing view model with JS kept empty. Did I miss something here?

 

Thank you for your answer in advance!

Andrew Sheng,

I got the answer! All I had left to do was to fill the JS code with:

 define("BaseGridDetailV2", ["css!UsrDynasafeDetailV2CSS"], function() {
	return {
		methods: {},
		diff: /**SCHEMA_DIFF*/[ ]/**SCHEMA_DIFF*/
	};
});

 

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Hi community,

 

I am currently researching the Relationship which function shows as [Connect to] in Account or Contact in Classic UI

But I want to ask if there is any way to set up permission for that function.

For example, I want only the admin could allow to add or edit the relationship. Others can only read the relationship

 

Thank you!

 

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Hello!

 

To set up object permissions in that way you need to go to System settings - Object permission - Relationship connection. There you can set up permissions in that way as you provided in the request.

Hello!

 

To set up object permissions in that way you need to go to System settings - Object permission - Relationship connection. There you can set up permissions in that way as you provided in the request.

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Hello !

We are having the following error on all our pages :

How can we disable google analytics ?

thank you !

nicolas

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We are also facing the following error :

Same here 

Hello!

 

Please note, that in the next version that issue should be already solved.

 

Now if it does not affect the site using, you can ignore it, but if it is affecting, then you need to follow the following instructions:

 

In root .\Web.config under section:

 <configuration>

   <system.webServer>

       <security>

          <requestFiltering>

             <denyQueryStringSequences> 

please add two new sequences "../" and "..\" and delete the old one "..".

 

Please find the sample with the target configuration below

<configuration>

...

  <system.webServer>

  ...

    <security>

      <requestFiltering>

         <denyQueryStringSequences>

            <add sequence="../" />

            <add sequence="..\" />

         </denyQueryStringSequences>

      </requestFiltering>

   </security>

  </system.webServer>

...

</configuration>

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I am sure I have forgotten a very basic something... but I am refreshing on the detail wizard but when I have gone to try and add a detail to the place in Creatio I want it... I realised there is no VIEW section button as there is in other sections... just a settings wheel and it opens a 'page'

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Hello Gemma,



There are differences between section wizard and detail wizard. 



If you want to add new detail to the page, you should do it via the section wizard:

But when I open up the part in creatio I want to add the detail - it opens up a place to edit a page not the section wizard

Gemma Davies,

 

It's a Freedom UI section, so you need to create [ Expanded list ].

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Dear mates,

On opportunity detail page, I've added a filter to display only the contacts in the account:

Here is the business rule :

As a result, if the contact's professional experience is not his or her main experience, the contact does not appear in the list.

For example, this account has two contacts :

For Julie LEZORAY, this job is not her main job :

As show on the first image, this contact does not appear in the opportunity contact list because the contact's account is not the main job.



Is it possible to make a business rule based on the contact's professional experience, which would allow the contact to appear in the list even if it's not their main experience?

I can not find the contact career object in the business rules.

 

Thank you,

Nicolas

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Hello, 

 

Unfortunately, there is no possibility to use complex filters for business rules setup. We have this idea registered for our R&D team and I will notify them about this question to increase the importance of implementing this functionality.

Hello Sergii,

Is is possible to disable Job Experiences management in Creatio ?

or

is it possible adding code on the OpportunityClient object in order to select all account's contacts even if the contacts job experience is not the primary one ?

if it is a current job experience, it's enough.

 

Hello Nicolas,

 

Simply make sure that both your contacts are connected to the account:

The filtration business rule you have returns contacts related to the selected account and in your case one of the contacts is not connected to the account selected in the opportunity from your example.

hello oleg

that's the meaning of my question

if the contact's professional experience is not the main one, but if the contact is still part of the company, then the system filter doesn't display the contact.

I'd like to change this behavior.

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