Hello Kevin, 

Please use this article in order to find an answer to your query: https://academy.creatio.com/docs/user/bpm_tools/dynamic_case_setup/case…

Hello Gargeyi,

In Freedom UI the best option would be - to move your large handlers logic to separate schemas and call them when required.

Here is an example how it may be done:

1) Create a custom Module, where executive code would be stored (It would be better if you use the same package. At least, make sure that the package with handlers is within dependant ones of the package with requesting schema)

2) Fill our new module with the required logic

3) Add our new module to the main Schema resources

4) Use Global functions

Example result:

As you may see on Contacts_FormPage we had "Raw Data for Global Handler" that was transformed into "Resulting Data for Global Handler" using a global method in a separate schema. This method may be called several times instead of duplicating the code.

This approach should let you optimise your methods.

Best Regards,

Dan

Hello denis, 

Thankyou for your suggestion, I will try using it. 

Hello Denis, 

This works well, But I am not able to use Model class in the new module. 

I have added the dependencies as well. 

Is there any possibility to use the model class to read/Write/update the fields in the new module ?

Thanks

Gargeyi.G

I've been able to use the sdk classes, such as model, from modules without issue. Can you share some of the code for how you're using it? Also, which version are you on? I did experience some somewhat related issues with using referenced modules in 8.0.6 but were resolved in 8.0.8.

Ryan

Ryan Farley,

I am using version 8.0.8, Attaching the sample code I tried using sdk classes . When I am trying to load RoadSegment, It throws me an error saying "RoadSegment.load is not a function".

Suggest me if I am doing anything wrong here .

Hello , 

Is there a way I can use Modal classes to read data from new module?

Thanks

Dear Jana,

The same questions were asked on the community previously, and you can find those questions here, here, here, and here. Please refer to those articles so to be able to hide a button.



And 

There were a couple of  similar requests on our community. You can find the solutions here: 

 

https://community.bpmonline.com/articles/how-can-i-hide-button-portal-users

https://community.bpmonline.com/questions/how-hide-button-existed-record

https://community.bpmonline.com/questions/removing-new-case-button-portal-case-section

https://community.bpmonline.com/questions/hide-section-button-edit-page 

Best regards,

Orkhan

Hi Orkhan,

I referred to all the articles that you have shared above. In fact, the question I raised is similar to the below article.

https://community.creatio.com/questions/how-hide-page-new-button

But seems like, the shared community articles are irrelevant to what we raised. Those articles describe hiding the new button itself. But the requirement for us is to keep the new button and just hide one or more pages from the new button drop-down when there are more pages in that particular section. Kindly double-check and help us resolve this issue.

Thank you

Geeviniy.

Geeviniy Vazavan,

Thank you for your feedback, give us some time so we can help you with this problem.

 

Best regards,

Orkhan

Geeviniy Vazavan,

Hello,

Here is a fast and working example: in the section schema you need to create a replacement of the SeparateModeAddRecordButton element in the diff:

define("OrderSectionV2", [], function() {
	return {
		entitySchemaName: "Order",
		details: /**SCHEMA_DETAILS*/{}/**SCHEMA_DETAILS*/,
		diff: /**SCHEMA_DIFF*/[
			{
				"operation": "merge",
				"name": "SeparateModeAddRecordButton",
				"parentName": "SeparateModeActionButtonsLeftContainer",
				"propertyName": "items",
				"values": {
					"controlConfig": {
						"menu": {
							"items": {
								"bindTo": "EditPages",
								"bindConfig": {
									"converter": function(editPages) {
										if (editPages.getCount() > 1) {
											var valueToRemove;
											for (var i = 0; i < editPages.getCount(); i++) {
												if (editPages.getItems()[i].values.Caption == "Website") {
													valueToRemove  = i;
												}
											}
											if (valueToRemove || valueToRemove == 0) {
												editPages.removeByIndex(valueToRemove);
											}
											return editPages;
										} else {
											return null;
										}
									}
								}
							}
						}
					}
				}
			},
		]/**SCHEMA_DIFF*/,
		methods: {}
	};
});

You only need tp modify the "Website" in the code with the caption of the edit page you need to remove from the "New" option. After that refresh the page and the menu item will be removed. Debug the execution of the example above and add your own logic if needed.

Hi Oleg,

This works like a charm. Thank you very much for the solution.

I have also added a code snippet, just in case if anybody needs to remove multiple pages from the dropdown of the new button,

{
				"operation": "merge",
				"name": "SeparateModeAddRecordButton",
				"parentName": "SeparateModeActionButtonsLeftContainer",
				"propertyName": "items",
				"values": {
					"controlConfig": {
						"menu": {
							"items": {
								"bindTo": "EditPages",
								"bindConfig": {
									"converter": function(editPages) {
										if (editPages.getCount() > 1) {
											var valuesToRemove = [];
											for (var i = 0; i < editPages.getCount(); i++) {
												var caption = editPages.getItems()[i].values.Caption;
												if (caption === "Returned Mail" || caption === "Default" || caption === "Posting Restriction" || caption === "KYC Review") {
													valuesToRemove.push(i);
												}
											}
											for (var j = valuesToRemove.length - 1; j >= 0; j--) {
												editPages.removeByIndex(valuesToRemove[j]);
											}
											return editPages;
										} else {
											return null;
										}
									}
								}
							}
						}
					}
				}
			},

We only need to modify the captions according to our requirements.

Thank you

Best Regards,

Geeviniy

Geeviniy Vazavan,

Hi Oleg,

Quick clarification. Can we disable the options in the new button drop-down? (Make it not clickable, but it should be visible)

I think it is these. 

Hello Christian, Keith, 

The needed lookup is called "Opportunity results". If for some reason it's not available in your system, you can create it manually based on "Reason won/lost" object.



Best regards,

Anastasiia

Anastasiia Zhuravel,

Thank you - I was not aware that the System uses data without an existing lookup and that I have to create those manually to edit the data.

Good afternoon, 

 

You can set up a conditional flow, attached documentation to help you with this issue: 



https://academy.creatio.com/docs/user/bpm_tools/process_elements_refere…



Happy to help! 



Best regards, 

Orkhan

Not all employees of a company might be Creatio users. The employees area is sort of like for HR. It’s still a contact, but with extra details in an area that is only the company employees. 

it was confusing for me at first. But it’s a nice place to keep extended details about employees without cluttering up the contact record since likely a very small percentage of contacts are employees. It is basically an extension of the contact record. 

Run a process from the case that carries out the checks (displaying messages if errors) before creating the task?

Gareth Osler,

Thanks for the reply however this assumes the checking should be done when creating a task. I need to be able to intercept the hover over an existing task and at that point check the criteria and either enable or disable the "Complete" button before it appears against the task.

Hello,

The mentioned constraint refers to the ParentId column.

This means that you are trying to install a process that has a parent ID that does not exist on your target application.

You need to install the parent first, or simply remove it.

Thank you.

Hi Artem,

Thank your for the response!

Can the generation of the source code in the DEV-Environemnt fix this problem ?

Sasori

Hello!

The generation of the source code can't help solve the problem. You need to find the missing schema in the development environment for building the dependency and binding resources to the package.

Hello,



I believe your business task could be achieved by using ''Refresh active page' process element for Creatio.

I believe that would be the MiniPage?

Hello Pavan,



It's ContactMiniPage entity. This functionality can be  configured through the section wizard if needed:

 

Best regards,

Anastasiia