I have three edit pages for Opportunity section, and I would like to replicate the Confidence Level block from the out-of-the-box edit page to the other two pages I created. I have attempted to copy and paste the block, but I am encountering some issues. Could you please advise me on how to proceed or provide me with any necessary instructions?.
I want to auto-number in a Custom module in Studio, the numbering I will do will be handled with different values and must be sequential. I need an answer on how to do it.
In the code of the UsrAccountInfoByTypeConverter you are trying to use the GetTypedColumnValue method in 81, 85 and 87 line and it's done incorrectly. You need to debug the code of the UsrAccountInfoByTypeConverter and check why the error is returned there (this should be related with types usage and columns from which data should be retrieved).
I am trying to import data into account address object. By default Creatio allows the records to map with account object by name column. I need to map using a custom column. When I manually add the Account ID column(GUID) and map it with the account lookup in account address its creating a new record with Creatio GUID as name and mapping the address records to it. How can this be achieved?
If I am understanding your issue correctly, you are importing from excel and trying to map the the Account.ID column but actually mapping to the Account.Name column, which means you're actually creating new records with the GUID as the name.
What you need to do is when mapping, click on "related objects", find "Account", then select "Id". Your map should read like the attached.
Hope that helps. Don't forget to select the "Id" as the unique field to import by.
Thanks for the response Harry. I have a custom ID column (Text ) in the detail table(Account Address) which I have to map to the main table(Account). I have already tried to follow the step you have mentioned for that custom column and tried to import but the import is not processing. And when I checked in the process log it has failed with the error " Terrasoft.Common.ItemNotFoundException: Column by path (prefix) not found in schema Account"
I just upgraded a copy of our development Studio Site from 7.18 to 8.0.4. When I go to the Application Hub the existing applications/packages are not there. What is the process to convert\add those existing apps/packages to the application hub to start using the new 8.0 components on our existing applications?
There should be all packages that were there in 7.18 UI.
If you want to manually add the existing packages to the application hub - you have to create a record in SysInstalledApp package and SysPackageInInstalledApp.
There should be all packages that were there in 7.18 UI.
If you want to manually add the existing packages to the application hub - you have to create a record in SysInstalledApp package and SysPackageInInstalledApp.
Thanks Aleksei. I was able to add the applications on the app hub following your instructions. Is there any article on Creatio with steps/best practices for converting existing pages/sections from the 7.18 version to the new Freedom pages/sections?