Dear Community,

 

Does any1 know how to remove some of the sections under 'Connected To' field group in 'Activity' section? Please see attached picture

And at later stage, if I want to add them back how can I do

 

Please kindly advise

 

Many thanks

 

Mich

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3 comments

Hello Mihn,

 

Unfortunately, your task cannot be achieved by using OOTB tools.

Business rules functionality can be used for "Connected to" detail only for filtration. But sadly, other rules will not be applied to this detail.

 

We have already registered the corresponding query for our R&D team and will be waiting for the implementation of this functionality in future releases.

 

Thank you,

Artem.

Hello Mihn,
you can hide using css rule

hi Stefano,

 

Can you show me a bit in details about CSS rule please

 

Thanks in advance 

 

Mi

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Hi, community.

When you click an activity on dashboard within Case, you get mini page where you can complete the activity or cancel it. I need to remove the "cancel activity" button for specific type of case service.

I have found how to remove 'Cancel activity' from all  mini pages,

diff: 
/**SCHEMA_DIFF*/[ 
{ "operation": "remove", "name": "CopyButton" }, 
{ "operation": "remove", "name": "DeleteButton" }, 
{ "operation": "remove", "name": "OpenButton" } }

but need to add extra condition to apply it only for cases with specific Service.

 

Best regards,

Jana

 

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Hello Jana,

 

You can try replace ActivityMiniPage view model by this code. Inside canCancelActivity method You can implement Your logic.

 define("ActivityMiniPage", [], function() {
	return {
		entitySchemaName: "Activity",
		messages:{
				"GetColumnsValues": {
				mode: Terrasoft.MessageMode.PTP,
				direction: Terrasoft.MessageDirectionType.PUBLISH
			},
		},
		methods: {
			canCancelActivity: function() {
				var stage = this.sandbox.publish("GetColumnsValues", ["Stage"], [this.values.MiniPageSourceSandboxId]);
				return stage.Stage.displayValue=='Presentation'? true : false;
			},
		},
		diff: /**SCHEMA_DIFF*/[
			{
				"operation": "merge",
				"name": "CancelButton",
				"values": {
					"visible": {"bindTo": "canCancelActivity"},
					"tag": "Cancel"
				}
			}
		]/**SCHEMA_DIFF*/,
		rules: {}
	};
});

Best regards,

Marcin

Marcin Kott,

Thank you!

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how can I add a link to a created activity on the email sent by "Send email to case assignee"  process ?? 

 

 

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Hello Eran, 

 

Could you please elaborate a bit on your business task, do you need to have the direct link to the activity page ( meaning email record sent by "Send email to case assignee"  process) or which functionality exactly should be achieved?

 

Thank you in advance!

Best regards, 

Anastasiia 

Hi,
There is a process (in process library) "Send email to case assignee" that sends email to the employee once a task is assigned to him. 
This process creates a new activity (for the employee to handle the case) and populate the "Specifying case assignee" email template, then sends it to the employee email.

 

I need to add a link in this template that will take the user directly to the newly activity page that was created by the process.

 

I hope it's clearer now  :-).

 

Thanks.

Hello Eran,

 

We've been able to build a process that would make such an idea work. Please follow this link to download the process, then you need to install it on your instance to see how everything works.

 

Just a few comments though:

In the [Add data] element, you would need to change the "To" and "From" fields to the values you need. Also, please remember that this is just an example of how such logic can be implemented and that it is possible. However, though this process could work on its own, you will need to implement it into the "Send email to case assignee" business process on your own and make changes to it so it could work seamlessly within the main process.

 

Please let me know if any questions appear or additional information is needed!

 

Kind regards,

Mira

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Dear Team,

 

We have changed/added new stages based on the customer requirement and they don’t want any activities to be created/performed in stage movement. Hence only stages are added but OOTB activates are showing up. Even though no activities are available in the opportunity case stage.

 

Question : How To disable/remove the OOTB activities from the section .

 

Thanks in advance! 

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Hello,

 

These activities are most likely created by different business processes. I would suggest checking if there are any processes in the process log that are starting immediately after you change the stage. There might be processes that are being triggered by the DCM or the ones that have the starting signal set to a change in the stage of the opportunity. The processes can contain "Perform task" elements which you can remove or disable these processes altogether.

 

Hope it helps!

 

Best regards,

Max.

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Question

Hi community!

Please help me to find out where are activity reminders stored in the database?

I mean this kind of reminders ->btn_com_notification_center_reminders.png – activity reminders created for you when you are the owner or the author of the activity.

I was searching in the "Reminding" table by "SourceId" column (passing here Activity Id), but nothing was found. In the notification panel reminder appeared. Any suggestions?

Best regards,

Jana

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Best reply

Hi Jana,

 

Sharing a little lifehack on how to track the record in the database:

 

1) When switching to the "Activity reminders" tab you need to have the developer console opened in the "Network" tab.

 

2) You need to track all the "SelectQuery" requests that were sent after the switch to the "Activity reminders" (the request is the only one in our case):

 3) Click on this request, go to it's payload and find the value for the "rootSchenaName" key:

 

So the table we are interested in is "Reminding".

 

4) Create some reminding in any activity that has no reminding (for example specify the value for the "Remind to owner date" column as current time minus 15 minutes). This action will create a new record in the "Reminding" table.

 

5) Go to the database and execute this query:

--MSSQL
SELECT
	TOP 1 *
FROM
	Reminding
ORDER BY
	CreatedOn DESC
 
--PostgreSQL
SELECT
	*
FROM
	"Reminding"
LIMIT 1;

As a result you will find a newly created record:

Now you can easily track column references:

 

1) Activity Id from which you've initialized the reminding is stored in the SubjectId column;

2) The reference to the schema of the "Activity" (meaning that the reminding was created for the record in the "Activity" section) is stored in the SysEntitySchemaId column that references SysSchema table (UId column);

3) SourceId column defines if the reminding was initialized either for owner or reporter (RemindingSource table reference);

4) Description column stores the subject of an activity for which the reminder was generated.

 

Try this approach on your side and you will be able to easily track database tables in which data from any section/detail/tab is stored.

 

Best regards,

Oscar

Hi Jana,

 

Sharing a little lifehack on how to track the record in the database:

 

1) When switching to the "Activity reminders" tab you need to have the developer console opened in the "Network" tab.

 

2) You need to track all the "SelectQuery" requests that were sent after the switch to the "Activity reminders" (the request is the only one in our case):

 3) Click on this request, go to it's payload and find the value for the "rootSchenaName" key:

 

So the table we are interested in is "Reminding".

 

4) Create some reminding in any activity that has no reminding (for example specify the value for the "Remind to owner date" column as current time minus 15 minutes). This action will create a new record in the "Reminding" table.

 

5) Go to the database and execute this query:

--MSSQL
SELECT
	TOP 1 *
FROM
	Reminding
ORDER BY
	CreatedOn DESC
 
--PostgreSQL
SELECT
	*
FROM
	"Reminding"
LIMIT 1;

As a result you will find a newly created record:

Now you can easily track column references:

 

1) Activity Id from which you've initialized the reminding is stored in the SubjectId column;

2) The reference to the schema of the "Activity" (meaning that the reminding was created for the record in the "Activity" section) is stored in the SysEntitySchemaId column that references SysSchema table (UId column);

3) SourceId column defines if the reminding was initialized either for owner or reporter (RemindingSource table reference);

4) Description column stores the subject of an activity for which the reminder was generated.

 

Try this approach on your side and you will be able to easily track database tables in which data from any section/detail/tab is stored.

 

Best regards,

Oscar

Hi Oscar, 

 

Thank you for the lifehack and detailed response! It was very useful for meyes

 

Best regards, 

Jana

 

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Hi Community,

 

We are lookin at making the activity mini page(New task creation page in Activity section) draggable.

 

Any info on converting the mini page draggable will be of much help.

 

Regards

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Hi community!

When I am creating activity by the process there is no mandatory field "Status" on the activity form. How can I fix it? If I am manually register activity fields "Status" is present.

Best regards,

Jana

 

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Hello Jana, 

 

We would like to be able to double-check the settings and configuration of the business process.  Could you please share it with us or email us at support@creatio.com and provide an access to the instance where the issue could be reproduced?

 

Thank you!

Best regards,
Anastasiia

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On the Meetings and Tasks tab of the synchronization dialog can you explain what the Synchronization Period means?

 

Is it

1. the frequency of the automatic synch

2. the time window of things that will get synch'd (i.e. if I set it to 1 week but have a meeting scheduled for 4 months from now, will that meeting still synch to my calendar)

 

We're seeing inconsistent results and I can't seem to find any documentation (a link in the response to this inquiry would be helpful) to explain what this period is.

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Hi Mary,

 

The synchronization period is the period of time for which we collect activities. 

 

 

When requesting integration, we pass the date from which we need to take activities. 

 

Here you can check more information: 

 

https://academy.creatio.com/docs/user/setup_and_administration/base_int…

 

https://academy.creatio.com/documents/administration/7-16/how-synchroni…

 

https://academy.creatio.com/documents/technic-sdk/7-16/creatio-synchron…

 

Best Regards, 

 

Bogdan L.

 

Bogdan Lesyk,

My page doesn't look like what you showed. My options look like this

 

Mary P D'Arrigo,

I should also mention that even though we have a window set for a month, events that occur outside of that month (scheduled for 6/20/2022 as of 10/7/2021) are still showing up on the person's calendar. I'm just trying to understand the difference between the time period in my version of the synchronization period configuration.

 

Mary P D'Arrigo,

 

The main  difference between the time period in your version and the synchronization period in configuration it's just the new UI in latest versions of application. 

 

The logic still the same - just option to choose the date has changed.

 

Best Regards, 

 

Bogdan L.

 

Bogdan Lesyk,

But you still have not answered my question. We see events scheduled for 5 months from now being sync'd to the user's calendar even though the synchronization period is only set to 1 month.

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Hi Community,

 

I've this situation where I need to add a image to a specific section row column, based on the value of other column. Inside my ActivitySectionV2, I added a random dummy column to display the images. These images should appear if the Activity is expired or not. For example, if my activity due date is less than today's date the "Expired Image" should be visible.

 

How can I solve this situation?

 

Thanks in Advance.

 

Best Regards,

Pedro Pinheiro

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Hello Pedro,

 

Here is an article on the Academy that describes creating a field with an image.

I would suggest you create two fields and hide one or the other based on the due date using business rules.

 

Hope this helps!

 

Best regards,

Max.

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Hi Team,

 

We are trying to provide access to newly created activity but instead it provides access by default to all the employees and owner of the activity.

 

We have written a process, were as soon as the activity is created we modify the access by removing access to all the users and by providing access to certain user.

 

But, the process gets called but the access doesn’t get assigned or removed as provided in the process design.

 

It still shows access to all employees and owner of the activity.

 

Question : How do we provide access to certain user while activity is created.

 

Attached, screenshot of the activity object permission. 

Process written for the assigning the access to the activity
The access of the activity after the process has been completed.

 

Regards,

Mayan

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Amritha, 

Judging by the screenshot of the process you've sent the element "Set up Access rights " is not connected to the process. Please make sure it's connected and try again. 
If the issue persists don't hesitate to reply to this message. 

Best regards, 
Yurii. 

Few questions ,

 

Who creates the activity ? Is it a admin or non Admin user ? 

If its non admin user then the above process will not work since the process owner would be a non admin role and in this case you may need to do some changes in the system settings for the user to give access. 

 

Let me know if this solves .

sethuraghav,

Thank you for the answer, it makes perfect sense. This may certainly be the case as well. 

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