Hello,

Unfortunately, this logic is hardcoded and cannot be changed at the moment. We have raised an improvement for the development team to make it possible to configure the default Category for this element in future releases.

Thank you for reaching out!

Thanks Pavlo, so no properties in the JSON can be set for this currently at all then? And no overriding of any of the schema handlers would enable setting them either? We currently have a fair amount of handler code, so wouldn't be too worried about adding some more in for now until this is possible in no code.

Unfortunately, it is not possible to change this logic for this scheme at the moment, even using such handlers.

Hello,

 

The user's timezone is stored in the SysAdminUnit table, in the TimeZoneId column. However, please note that values in this column are stored not as references to time zones from the directory, but as Time Zone Codes.

You can verify the code in the "Time zones" lookup.

So, you can change this value for any user without logging in with a script in the database:

update "SysAdminUnit" set "TimeZoneId" = 'GMT Standard Time' where "Id" = '***User's Id***'

Thank you for reaching out.

Thanks Pavlo, in the end we added the Timezone field to the System user page (UserPageV2) so that we can change the timezone of users without executing SQL. For others wanting to do the same, we used the following code for the user page replacing schema:

define("UserPageV2", ["UserPageV2Resources"],
	function() {
		return {
			entitySchemaName: "VwSysAdminUnit",
			diff: /**SCHEMA_DIFF*/[
				{
					"operation": "insert",
					"name": "TimeZone",
					"parentName": "Header",
					"propertyName": "items",
					"values": {
						"dataValueType": Terrasoft.DataValueType.ENUM,
						"value": {"bindTo": "TimeZone"},
						"layout": {"column": 13, "row": 2, "colSpan": 8}
					}
				}
			]/**SCHEMA_DIFF*/,
			attributes: {
				/**
				 * Time zone.
				 */
				"TimeZone": {
					dataValueType: Terrasoft.DataValueType.LOOKUP
				}
			}
		};
	}
);

Hi Harvey, we have similar needs, but no result, unfortunately. 

So, we log all parameters manualy before calling web service :(

Hello Harvey,



If you want to see the body of the request generated by the web service and the response that comes from the server - You can try to use Telerik Fiddler tool to capture requests that are being sent from the Creatio instance

 

But this advice is relevant only for local environments.

If the environment is on a local machine, you can connect Fiddler and test it.

 

In general, if you do not want to use data tracing for a process, we believe that this goal can be achieved through development. For example, a web service call will be made using a script task, in which you will process various responses from the server and write the information you need into a table using C# code.



Thank you.

It is still the same since the Lookups area is still classic UI.

Also, BTW I have the instructions with Postgresql instructions here, if interested/needed: https://customerfx.com/article/creating-an-edit-page-for-a-lookup-in-cr…

Hello Harvey,

It's not possible for now, but we've registered it in our R&D team backlog for consideration and implementation in future application releases.

Thank you for helping us to improve our product. 

Hello,



To find duplicates in Freedom UI, you need to go to System Designer, then select Setup duplicates rules.



There you will be able to perform all the actions you need.

Malika,

Hi ,

Setup duplicates rules is not sowing under System setup. Is it due to the latest version??

Abhishek,

Is this a cloud or local system?

If it's local, you probably need to set up the deduplication components first to have it available.

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.

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 Harvey,



There is no such option for now, however, we've registered it in our R&D team backlog for consideration and implementation in future application releases.

Thank you for helping us to improve our product. 

Thanks Bogdan, it's definitely a feature that's needed - having every Contact show up in the Owner filter with no way to change this on a CRM platform isn't ideal.

I've discovered that it's possible to add this using code. To do so, you need to override the crt.LoadDataRequest handler and use the following code:

{
	request: "crt.LoadDataRequest",
	handler: async (request, next) => {
		// Filter Timeline's Owner filter to just Contacts with a User record
		if(request.dataSourceName === "ByOwnerQuickFilterInTimeline_xi3lpgm_ComboBox_List_DS") {
			const filter = new sdk.FilterGroup();
			await filter.addExistsFilter("[SysAdminUnit:Contact:Id].Id");
 
			// workaround for filters
			const newFilter = Object.assign({}, filter);
			newFilter.items = filter.items;
 
			request.parameters.push({
				type: "filter",
				value: newFilter
			});
		}
 
		return await next?.handle(request);
	}
},

You have to replace the name of the Timeline component in the above code from Timeline_xi3lpgm to whatever the component is called on your page.

Harvey Adcock,

good find, thanks!

You should mark your own answer as solution ;)

Harvey Adcock,

Well done! Thanks for sharing this Harvey. 

Also, if you've moved to 8.1.1 you no longer need the filters workaround - it's finally working properly in 8.1.1, just thought I'd mention.

Ryan

Ryan Farley,

Ahh great to hear, thanks for the info Ryan - and thanks for spreading the info about that workaround in the first place!

I'd like to share my solution on lookup filtering.

We wanted to have only contacts from our company and in certain functional role.

{
	request: "crt.LoadDataRequest",
	handler: async (request, next) => {
		if (request.dataSourceName !== "FbContact_List_DS") {
			return await next?.handle(request);
		}
 
		const ourCompanyFilter = new sdk.CompareFilter(
			sdk.ComparisonType.Equal, 
			new sdk.ColumnExpression({
				columnPath: "Account.Type"
			}), 
			new sdk.ParameterExpression({
				value: Constants.AccountType.OurCompany
			})
		);
 
		const funcRoleFilter = new sdk.CompareFilter(
			sdk.ComparisonType.Equal, 
			new sdk.ColumnExpression({
				columnPath: "[SysAdminUnit:Contact:Id].[SysUserInRole:SysUser:Id].SysRole.Id"
			}), 
			new sdk.ParameterExpression({
				value: Constants.FunctionalRole.MyCustomFunctionalRole
			})
		);
 
		request.parameters.push({
			type: sdk.ModelParameterType.Filter,
			value: ourCompanyFilter
		});
 
		request.parameters.push({
			type: sdk.ModelParameterType.Filter,
			value: funcRoleFilter
		});
 
		return await next?.handle(request);
	}
}

Alex Zaslavsky,

Interesting, it hadn't occurred to me to push multiple filters to the parameters. I've always added the multiple filters to a FilterGroup and then added the group to the parameters. I guess it's an array for a reason :) Nice to know it works that way as well.

Ryan

Hello , 

Can we set a current user as a default in timeline quickfilter ?