As the title says, we sometimes need to disable buttons while still showing them - something which was easy to do in Classic UI. Is there any way of doing so in Freedom UI? I can't see any examples in OOTB Freedom UI areas, anywhere that does have disabled buttons OOTB are in Classic UI sections (e.g. the "Finish session" button on the System User page on the Access Rules tab when no record is selected).

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Classic UI buttons have a property 'enabled'
Freedom UI buttons have a property 'disabled'

Hi Harvey, 

Does it not work to bind an attribute to the enabled property of a button and set as true/false? I've not tried that, but I assume it would work? Have you already tried that?

Ryan

Classic UI buttons have a property 'enabled'
Freedom UI buttons have a property 'disabled'

Huh, not sure how I missed that, could've sworn I tried doing that! Thanks both.

As a note, the only way I could find to put some kind of hint/tooltip on the button when it's disabled is by using the "title" property, which gives you a standard browser tooltip display when hovering the mouse over the button. And binding that to an attribute that you change to be blank when the button is enabled.

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Hello community, 

I want to test sending an email function in Trial site

Can it possible?

Thanks 

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Hello,

 

It is possible to send the emails from the trial version of the site.

However, you have to set up the app password on the Google side.

 

Detailed information can be found here: https://support.google.com/accounts/answer/185833?hl=en

 

Happy to help!

Hi Hanna Skalko,

According to the two pictures I posted above, I turned off feature 2-Step Verification, then entered my email and password (I went to Google and login Email to confirm that both are corrected). However, Trial reports an incorrect email or password error.

It is not possible, is it?

Đặng Văn Chức,

Many email services no longer allow basic auth ad instead require OAuth. To use gmail in a trial you must:

  1. Turn on 2-step verification
  2. Set up an app password (only allows you to do this if 2-step verification is on)
  3. Use the app password for the password when adding the account to the trial

Ryan

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Is it possible to set the value of a System setting which has the "Save value for current user" setting enabled for a specified user from C# code, e.g. from a script task? I've found the below code for setting a System setting, but presume that if the checkbox for the above is selected, then it will only set the value for the current user (or the System User if running in the system context):

var settingCode = Get<string>("UsrSystemSettingCode");
var value = Get<string>("UsrSettingValue");
Terrasoft.Core.Configuration.SysSettings.SetValue(UserConnection, settingCode, value);
return true;

 

We need to be able to set the per-user system setting for a specific user (determined by data in the BP in our case) but looking at the (always hard to find) API documentation, it doesn't seem like there's an overloaded version of SetValue that allows you to do so as a specified user - except possibly one that is marked as being deprecated in a much older version:

 

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Anybody have any info on this?

Does anyone have any other methods for managing per-user system settings in Creatio? It seems like there aren't a lot of options besides setting them in JS code when a user does a given action, but then that feels like it defeats some of the purpose of system settings being that the value doesn't have to be calculated every time a user does something, and also means it can't reliably be used for tasks like setting a default field value on an entity.

Contemplating using this methodology for running code when a user logs in to set it, hopefully it will work. Would be nice to have some clean way of doing it though, especially since we don't really need to be calculating it every time a user logs in but just when certain data changes: https://customerfx.com/article/executing-code-in-creatio-application-an…

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Is it possible to create an entity based on a view (so with the "Represents Structure of Database View" checkbox checked, and with the view created using a SQL script) that inherits its record permissions from a "real" entity? I tried to do so by simply checking the record permissions checkbox and specifying the parent object in the "Object to inherit access permissions from" field of the entity, but this doesn't seem to work.

 

My setup is that we have the OOTB Leads entity, and then I've created a view over the top of it taking all columns but with a filter condition, to be used for reporting over Leads while filtering out certain Leads that should never be included in reporting so we have a more consistent reporting basis and don't have to make sure to include those filters in every widget. I added 2 columns to the view based on the Id and LeadName columns called UsrBaseLeadId and UsrBaseLeadName, which then have a lookup column UsrBaseLead added over them in the view-based entity. This lookup is then used as the "Object to inherit access permissions from" for the view-based entity.

 

There aren't any errors thrown in the logs when trying to do this, but non-super-users just can't see any of the records. When I tried to check a record in the view's permissions, I could see that the SysRights table for the view entity doesn't exist, so I tried creating that rights "table" as a view in the database that took its data from the Rights Table of the real entity, but while that seemed to work inasmuch as I could check a record's access rights and see that the correct rights were there and was even able to modify those rights, it didn't make it visible to a non-super-user.

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It would be great to have the view be able to inherit permissions from some object that the view has as a lookup column. However, I don't believe that is possible. What I typically do is this:

  1. Create a view and include as a column some other object that has permissions (for example, if the view includes an Opportunity lookup column and the account has permissions)
  2. Anywhere the view is used, include a filter condition that some column on that related object is not null (that would never be null). Plus it cannot be the Id or the column used as the display value. Example, if my view has a lookup for Opportunity, I could use Opportunity.Stage is filled in.
  3. Using this approach, the user will only see the rows corresponding to the related record that they have access to, since if they cannot view the related opp the Stage will return a null value. 

It's not ideal and definitely not secure, but it does limit the view rows to what the user can see on the related object.

Ryan

Anybody have any experience of working with such a setup?

It would be great to have the view be able to inherit permissions from some object that the view has as a lookup column. However, I don't believe that is possible. What I typically do is this:

  1. Create a view and include as a column some other object that has permissions (for example, if the view includes an Opportunity lookup column and the account has permissions)
  2. Anywhere the view is used, include a filter condition that some column on that related object is not null (that would never be null). Plus it cannot be the Id or the column used as the display value. Example, if my view has a lookup for Opportunity, I could use Opportunity.Stage is filled in.
  3. Using this approach, the user will only see the rows corresponding to the related record that they have access to, since if they cannot view the related opp the Stage will return a null value. 

It's not ideal and definitely not secure, but it does limit the view rows to what the user can see on the related object.

Ryan

Yeah that's a clever workaround, many thanks Ryan! Agreed about the security aspect, but for the the cases where it's just about having those record permissions used to define non-security visibility as I currently have for the base entity it will work for now.

 

It would definitely be good for the view entities to be able to inherit permissions from lookup columns though, and feels like it would be a relatively quick win for Creatio to add, as most of the functionality around that would already exist. It could even be done in a no-code way by enabling the creation of these view-based entities directly in the config, effectively adding a logical layer to the platform which would be great for filtered views into the data and adding virtual calculated fields. A man can dream.

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Hello everyone!

The issue i'm facing is that tasks synced from Google Calendar that are meetings and include Google Meet links are not displaying a "Join" button within Creatio. This makes it difficult for users to easily join these meetings directly from Creatio.

Here's how it should look like:

but this is how it is currently looking like:

this meeting already has a google meet link attached to it, as you can see in the next screenshot:

 

Here are some additional details about the issue:

  • -The tasks in question are synced from Google Calendar.
  • -The tasks are identified as meetings within Google Calendar and have associated Google Meet links.
  • -Despite being meetings with links, there is no "Join" button available within the task view in Creatio.
     

I would appreciate if anyone has faced this issue in the past, and how to solve it :)

Thanks in advance!

 

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Hello Mirla,

 
Thank you for reaching out. We've thoroughly examined your issue. Unfortunately, there is currently no automatic addition of a meeting button for Google Meets sync activity.   

Let me explain the logic of this functionality in more detail. When you add a meeting link to the activity “notes” field with a meeting link, this button is automatically displayed. 

 



As a workaround, when you create an appointment in Google Calendar, you can add a link to the description in the meeting details. And in this case, during synchronization, this data will automatically be transferred to the "Notes" field in Creatio and the Join button will appear automatically.

   chrome_Xp60WiFJb2.gif


Additionally, we offer a connector on the Creatio Marketplace that may address your business needs: https://marketplace.creatio.com/app/google-meet-connector-creatio .

However, we understand that this solution may not be ideal for you. Rest assured, we have already registered an idea for the development department to create this functionality.

Thanks for making Creatio better! 

Halyna Parkhomenko,

I see! thank you for the workaround and all the info! 

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Is it possible to specify the default values that will be populated in fields on new records created via the "Quick add menu" in Creatio, similar to how you can do when adding a record from a button on a page:

 

I have seen that if you have multiple pages set up for an entity that the Quick add menu will create a sub-menu for each of the types which will mean that if you click on the specific sub-menu then that field will be defaulted to the value it should be, but we require that other fields are also defaulted to specific values depending on the type selected. Therefore blanket values being set as the default value on the entity won't satisfy the requirement, and the business rules are very limited around setting default values.

 

I can't see anything of much use in the "Quick add records menu" lookup used to configure the quick add menu.

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Hello!

It is impossible to configure default values for page types in the Quick Add menu. 

Default values are configured only for object fields. If a specific field type is used, the same default value will always be used for any typed page.

Thanks for reaching out!

Hi there.

I have very similar but slightly different task. I need to throw forward param values from current page to new record which is being created through lookup field on current page. I configured view diff like this 

			{
				"operation": "insert",
				"name": "ListAction_n8p4gak",
				"values": {
					"code": "addRecord",
					"type": "crt.ComboboxSearchTextAction",
					"icon": "combobox-add-new",
					"caption": "ComboBox.AddNewRecord",
					"clicked": {
						"request": "crt.CreateRecordFromLookupRequest",
						"params": {
							"defaultValues": [
								{
									"attributeName": "Account",
									"value": "$PDS_ClvAccount_p18pos2"
								},
								{
									"attributeName": "Contact",
									"value": "$PDS_ClvContact_ecd3h26"
								}
							]
						}
					}
				},
				"parentName": "Task_ComboBox",
				"propertyName": "listActions",
				"index": 0
			},

and I also tried to rename DefaultValues to additionalDefaultValues as debug led me to this could be possible property's name, but that didn't help. And now I see this thread. So it seems that handler "crt.CreateRecordFromLookupRequest" doesn;t allow at this point to process default values at all?

BTW this handler isn't described in academy handlers schema section | Creatio Academy

Is there any plans to develope that handler to be possible to pass default values ?

 

NB It could be great to have params for each type of handler to be described in academy's article like in articles for validators and converters converters schema section | Creatio Academy 

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Is it possible to pass attributes from a page into a validator as a parameter for use in its logic? I'm trying to pass the Id of the record into an async validator which should then query the database for the record to check whether it is in a valid state to be saved, but I don't seem to be able to pass the attribute in as a parameter and it isn't available by default in the validator. I've tried the below:

					"LookupAttribute_sttlz00": {
						"modelConfig": {
							"path": "PDS.QualifyStatus"
						},
						"validators": {
							"LeadSoldValidator": {
								"type": "Usr.LeadSoldValidator",
								"params": {
									"leadId": "$Id"
								}
							}
						},
					},

But it just passes in the literal string "$Id" instead of the value of Id. I don't see anything about passing dynamic values into validators in the documentation.

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Hello!

I am experiencing an issue regarding the synchronization between Creatio and Google Calendar. My Creatio Version: 8.1.1.3635

 

I have set up the synchronization between the two platforms, but I am encountering the following problem:

  • Changes made to activities in Creatio are not reflected in Google Calendar. Neither the other way around.

 

I have already tried the following troubleshooting steps:

Despite these efforts, the issue persists.

I would be grateful if you could provide any guidance or solutions to resolve this synchronization problem. Please let me know if you require any further information from me :)



Thanks!

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Hello,

 

We see that you also registered a case directly for our Support team regarding this problem and therefore we will work on it in that case.

Mira Dmitruk,

wonderful, thanks!

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Is it possible to sort the quick filter list you get displayed with code in Freedom UI? I can see there is no way to do it through no code currently, but is there a handler that can be overridden to add sorting to the resulting list? Would be very useful in some circumstances. Maybe it will be done on the load data step using crt.LoadDataRequest in some way? Not sure what the config items that would need to be added to the request would be though.

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Hello Harvey,

 

Could you please elaborate on your business task? 

Simply, we need to sort the values displayed in the Quick Filter. In this case it's because the quick filter values correspond to periods in the client's period calendar, and we want to show them in descending order so that the current period is the first item in the list (the values selectable are the ones before the current period, so sorting by name descending would suffice, but it would definitely be useful to have a generalised way of sorting quick filter options).

Harvey,

 

Thank you for clarifying. There is no such OOTB option. However, I've registered the idea in our R&D team backlog for consideration and implementation in future application releases.

 

Thank you for helping us to improve our product. 

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Cheers to all.

I'm developing my custom UI component in Angular and I need to get some data from Creatio database inside of my component. I discovered there is EntitySchemaQuery class in Creatio's sdk, so I decided to use it, but I'm stuck when I need to retreive data with that ESQ as I didn't find method for that. In classic ESQ there was getEntityCollection method for that. Could you please suggest how do I retrieve data from the database? Either using ESQ or other class, but user's authorization matters.

Here is the code of component.

import { Component, OnInit, Input, Output, 
        ViewEncapsulation, EventEmitter, SimpleChanges  } from '@angular/core';
import { CrtViewElement, CrtInput, CrtOutput, EntitySchemaQuery,
          ComparisonType,  AggregationType, AggregationEvalType, isGuid} from '@creatio-devkit/common';
 
@Component({
  selector: 'usr-input',
  templateUrl: './input.component.html',
  styleUrls: ['./input.component.scss'],
  encapsulation: ViewEncapsulation.ShadowDom
})
/* Add the CrtViewElement decorator to the InputComponent component. */
@CrtViewElement({
  selector: 'usr-input',
  type: 'usr.Input'
})
export class InputComponent implements OnInit {
  constructor() {}
 
  @Input("recordId")
  @CrtInput()
  /* The input recordId. */
  public recordId!: string;
 
  /* Add decorators to the EventEmitter<string>() event. */
  @Output()
  @CrtOutput()
  /* Track input value changes. */
  public valueChange = new EventEmitter<string>();
 
  ngOnInit(): void {
  }
 
 
  ngOnChanges(changes: SimpleChanges) {
    console.log(changes);
 
    if (isGuid(changes["recordId"]?.currentValue)) {
      let esq = new EntitySchemaQuery("ClvObject");
      esq.addAggregationFunctionColumn("Id", AggregationType.Count, "AppCount", AggregationEvalType.All);
      esq.filters.addSchemaColumnFilterWithParameter(ComparisonType.Equal, "ClvProject", this.recordId, "currentFilter");
 
      let record = esq.getMetadata();
      console.log(record);
    }
  }
}

 

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The EntitySchemaQuery classes in the devkit don't do anything, at least not how it is exposed. The ESQ classes require an executor class that actually *runs* the query and provides the connection. We don't have access to this, the executor that runs the ESQ is not part of the devkit sdk. This is intentional/by design since they want us to use the new Model classes instead. This better anyways, the Model class is far easier and more intuitive IMO.

The intended way to get data now is the Model class, which is in the devkit sdk. Here's some articles on the topic: 

Model Query Using Filters: https://customerfx.com/article/querying-data-using-filter-conditions-vi…

Model Query for a Single Record Given it's Id: https://customerfx.com/article/retrieving-a-record-via-the-model-class-…

Also, the model class does inserts/updates/deletes:

Inserting a Record: https://customerfx.com/article/inserting-a-record-from-client-side-code…

Updating a Record: https://customerfx.com/article/updating-a-record-from-client-side-code-…

Deleting a Record: https://customerfx.com/article/deleting-a-record-from-client-side-code-…

Copying a Record: https://customerfx.com/article/copying-a-record-from-client-side-code-u…

You can also use the Model class to get an object's schema:

Get Object Schema: https://customerfx.com/article/getting-an-object-schema-using-the-model…

Ryan

Hi, Ryan. Thanks for quick reply.

Maybe you could suggest how do I need to prepare aggregate columns for the query using Model class? I tried it as described below

  async ngOnChanges(changes: SimpleChanges) {
    console.log(changes);
 
    if (isGuid(changes["recordId"]?.currentValue)) {
      const dataModel = await Model.create("ClvObject");
      const filters = new FilterGroup();
      filters.addSchemaColumnFilterWithParameter(ComparisonType.Equal, "ClvProject", this.recordId, "currentFilter");
      const records = await dataModel.load({
//        attributes: ["Id", "ClvName", "ClvType", "ClvProject.ClvCommissioning"],
        attributes: [{ 
          aggregationConfig: {
            aggregationFunction: AggregationFunction.Count,
          },
          type: "aggregation",
          path: "Id",
          name: "AppCount",
          caption: "AppCountCaption",
          dataValueType: DataValueType.Integer
        }],
        parameters: [{
            type: ModelParameterType.Filter,
            value: filters
        }]
      });
      console.log(records);
 
    }
  }

But instead of getting one record with one column "AppCount" containig 2, I get two records each containg "Id" and "AppCount" 

Ok< I found out the way. Looks like aggregationConfig isn't yet working well and functionConfig should be used instead. Here is working exampe.

  async ngOnChanges(changes: SimpleChanges) {
    console.log(changes);
 
    if (isGuid(changes["recordId"]?.currentValue)) {
 
      const dataModel = await Model.create("ClvObject");
      const filters = new FilterGroup();
      filters.addSchemaColumnFilterWithParameter(ComparisonType.Equal, "ClvProject", this.recordId, "currentFilter");
      const records = await dataModel.load({
//        attributes: ["Id", "ClvName", "ClvType", "ClvProject.ClvCommissioning"],
        attributes: [
          { 
            type: "function",
            path: "Id",
            name: "AppCount",
            caption: "AppCountCaption",
            dataValueType: DataValueType.Integer,
            functionConfig: {
              aggregation: AggregationFunction.Count,
              type: "aggregation",
              aggregationEval: "all",
            }
          }],
          parameters: [{
              type: ModelParameterType.Filter,
              value: filters
          }
        ]
      });
      console.log(records);
 
    }
  }

And result

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