Hi Community,

 

We have this business requirement, where we need to add a "Quick Complete" button to the NextStep line. Similar to what this marketplace app have, but for FreedomUI.

 

https://marketplace.creatio.com/app/quick-complete-order-activities-creatio

 

We want to add the button next to the "Complete" one.

 

 

How can we achieve such business requirement? What do we need to change?

 

Thank you in advance.

 

Best Regards,

Pedro Pinheiro

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Hello,
 

Unfortunately, at the moment, the Message-composer element is not customizable from the inside using no-code/low-code tools.
 

Currently, we do not have a ready-made instruction for adding such a button. However, we have created a task for the responsible team to either create such an instruction or add no-code tools for adding custom buttons to the element.
 

Thank you for helping make our product better!

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In Classic UI there was a section at the top of Account and Contact pages where new Activities, Calls, Emails, etc. could be created and automatically connected to the current object.  Where are these tools hidden in Freedom UI??

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Hello,
To enable this section in Freedom UI, go to the Page Designer and add the "Next Steps" component to the page.

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Hi. 

 

Can you help me to know if there is a way to add more options to this menu? 

I add new results in the lookup, but those options don't appear here. 

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You can add/modify those in the Activity results lookup. However, those values are tied to specific Activity categories. If you select a row in the Activity results lookup there's an icon you can click to define which Categories it is for - see https://share.customerfx.com/QwuoY8RK

Ryan

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Hi Academy,

 

We would like to make one of the sections in the 'Connections' on the activity mini page mandatory when the category is "task".

Do you have any suggestions on how we can accomplish this?

 

Thank you in advance.

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Hello,

 

It depends on which column should be required here. One particular example: this method can be added to ActivityMiniPage:

save: function(callback, scope) {
				var opportunity = this.get("Opportunity");
				if (opportunity) {
					this.callParent(arguments);
				} else {
					Terrasoft.showInformation("Opportunity is required");
				}
			}

In this case saving of the mini page is not possible in case an opportunity is not connected to an activity and the information message will be shown on the page.

Hi Oleg,

 

Thank you, it works!

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In classic UI we used to override/extend the ActivityDashboardItemViewModel in order to handle the "Complete" activity button click.

 

How can we do this using FreedomUI?

 

Thanks!

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Hello,

 

I'm afraid we don't have any possibility to contol this behavior using page handlers. But if anyone has an example to share please share it. I've registered a task for our R&D team to make it possible to control it using no-code tools.

Oleg Drobina,

it would be great to be able to intercept it via request handlers in code too. Overriding the behaviour is essential to a lot of our customisation for clients.

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Hi,

I have a problem with the new open Activity in an already created Lead.

I create a new lead, I add an activity on that lead and after that, I change the owner of the Lead. Unfortunately the activity owner changes too.

I want to know if it's a core functionality that changes the owner of the activity after I change the owner of it's Lead and if so, how can I deactivate it?

Thank you,

 

Rares

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Hi Ivan,

 

I think, this can be switched off with feature "ChangeEntityActivitiesAndProcessOwner"



Kind regards,

Vladimir

Vladimir Sokolov,

Hi! 

Thank you Vladimir for your response. 

I changed the state into 0 and nothing happens. I changed the code in "ActivityPageV2" and the I have the same result as before. 

Should I make other changes? 

 

Thank you, 

Rares

Could you please check if feature is switched off for every role and cache is cleared?



There is nothing to change in the Page, this functinality is implemented in the EventListener



And it would be nice if Creatio describes all implemented feature in the field 'Description'...



Kind regards,

Vladimir

Hi!

I have an older version of Creatio (8.0.0.5476) and the Feature Toggle doesn't  exists. Is there any possibility to change that from somewhere else?

 

Best regards, 

Rares 

Vladimir Sokolov,

Ivan Rares Marian,

You can find them in database and update:

Select * from "AdminUnitFeatureState" Where "FeatureId" = (Select "Id" from "Feature"

Where "Name" = 'ChangeEntityActivitiesAndProcessOwner')

 

Vladimir Sokolov,

 

Hi,

I checked and in the database the FeatureState is 1 for both of them.

What should I try now?

Best regards, 

Rares 

Update it with 0

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Dear,

I would like to display on the Activity page detail, the modification history tab.

 

When i go into the section assistant, i can see an unregistered Detail.

 

 

Logging is enabled in the system settings change log .

 

But the history tab is not displayed in the activity detail page.

 

Does anybody have an idea to solve this issue please ?

Thank you,

Nicolas

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Hello,



There is no such OOB functionality.

You can track changes directly in the Change log section or check additional add-ons, for example:

https://marketplace.creatio.com/app/banza-change-log-creatio?_gl=1*13hf…;



 

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Hi,

The default behaviour in Creatio cases is that any outstanding activities on a case are removed if the contact emails in and the case goes to re-opened. One of the consequencies of this, is that some of our support reps, have Outlook sync enabled and as that does not delete activities, only creates them from Creatio to Outlook, they end up with lots of orphaned activities in Outlook.

As a quick and simple fix, is it possible for individual users to have the default behaviour of the 'Show in Calendar' to be unchecked?

thanks

 

Mark

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Good afternoon, 

 

Starting from version 8.0.0 this function works correctly, unfortunately our team observed problems with versions before 8.0. 



Best regards,

Orkhan

Orkhan,

Hi Orkhan

 

Thank you for your reply. Are you saying that from v8 the full sync function with Outlook should work? We have been running v8 for a while now and have not seen any difference in the behaviour, where deletions on one side are made automatically in the other.

 

Is there a setting, we can disable on a per user basis?

 

I tried to configure Business Rules in the Activity section, and am able to create a rule to do the match, but cannot get the value to change to 'deselected' as an action.

 

thanks

 

Mark

Mark Roberts,

Good day,

Unfortunately, there is no built-in method to disable the default display in the calendar for individual users. Additionally, we do not recommend toggling this checkbox after the activity has been created, as it may create duplicate records.

Furthermore, it is worth noting that according to the default logic, when a case is closed, activities are not deleted but rather canceled. They still remain in the system and calendar.

However, as a workaround, you can add a "Show in calendar" checkbox to the mini card, allowing users to indicate the need for this option when creating activities themselves.

If you have any further questions or need additional assistance, please let me know. I'm here to help.

 

 

 

 

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Hi, 

I'm looking for some guidance on setting up a process.

 

I want the process to run once per week, reading all Activities where the start date is <= Yesterday and the field (Result) is not filled in. 

Then I want the process to send 1 E-mail to the organiser listing the records that need the results field completing. 

 

I'm  relatively new to processes and sub processes so any guidance would be really appreciated.

 

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Hello Tom,

 

You can design your business process to run once a week with a help of "[Start timer] event" element, more detailed information is available on our Academy:

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

 

Best regards,

Anastasiia

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Hello,

We would like to add the City of an Account in the Visit Scheduler container. How can that be achieved ?

Thank you

Sasori

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Hello team,

Any update on this ?

Sasori Oshigaki,

Hello,

This title is composed in the schema ActivitySectionGridRowViewModel and its method getScheduleItemTitle and if you want to change the title, you need to modify this method. Keep in mind that you cannot simply override schema ActivitySectionGridRowViewModel, you need to write a new nodule with a code similar to ActivitySectionGridRowViewModel with the exception of the needed method and connect your new schema to the base schemas similar to an old ActivitySectionGridRowViewModel

Hi Creatio,

I have managed to retreive the City Valye.

My last hurdle is how to set the retrieved city string value to a global attribute inside the ESQ, because as you know ESQ is aysnc.

 

This is the Global attribute:

attributes: {
		"CityNameEsq": {
		dataValueType: this.Terrasoft.DataValueType.TEXT,
		type: this.Terrasoft.ViewModelColumnType.VIRTUAL_COLUMN
		}	
	},

This is the method:

getScheduleItemTitle: function() {
		    this.callParent(arguments);
			var title = this.get("Title");
			var account = this.get("Account");
			var accountGuid = this.get("Account").value;
 
				var recordId = this.get("Account").value;
					var esq = Ext.create("Terrasoft.EntitySchemaQuery", {
						rootSchemaName: "Account"
					});
					esq.addColumn("City.Name", "CityName");
					esq.getEntity(recordId, function(result) {
						if (!result.success) {
							// For example, error processing/logging.
							this.showInformationDialog("Data query error");
							return;
						}
						this.set("CityNameEsq", result.entity.get("CityName"));

Sasori Oshigaki,



Here is a sample to get the result of an asynchronous function using Terrasoft.chain

getMyEntity: function(callback) {
    var esq = this.Ext.create("Terrasoft.EntitySchemaQuery", {
        rootSchemaName: schemaName
    });
    ...
    esq.getEntity(recordId, function(response) {
        ...
        if (callback) {
            callback.call(this);
        }
    }, this)
},
globalMethod: function() {
    Terrasoft.chain(
        function(next) {
            this.getMyEntity(function() {
                next();
            });
        },
        function() {
            this.doAfterGettingEntity();
        },
        this
    );
}

Also, please check this article's getentity method to synchronous!



 

 

BR,

Bhoobalan Palanivelu.

Bhoobalan Palanivelu,

Thank you very much Bhoobalan. As always you help is much appreciated.

I am still not getting the wanted result.

Here is the entire module code

define("SasActivitySectionGridRowViewModel", ["ActivitySectionGridRowViewModel","ActivitySectionGridRowViewModelResources"
	],
		function() {
 
	/**
	 * @class Terrasoft.configuration.ActivitySectionGridRowViewModel
	 */
	Ext.define("Terrasoft.configuration.SasActivitySectionGridRowViewModel", {
		alternateClassName: "Terrasoft.SasActivitySectionGridRowViewModel",
        override: "Terrasoft.ActivitySectionGridRowViewModel",
	    attributes: {
					"CityNameEsq": {
						dataValueType: this.Terrasoft.DataValueType.TEXT,
						type: this.Terrasoft.ViewModelColumnType.VIRTUAL_COLUMN
					}
 
				},
		/**
		 * ########## ######## ######### ######## # ##########.
		 * @return {String} ######## ######### ######## # ##########.
		 */	
		getScheduleItemTitle: function() {
			Terrasoft.chain(
			function(next) {
				this.GetCityName(function() {
					next();
				});
			},
				function() {
				this.getTitleInfo();
			},
			this
		);
		},
 
		GetCityName: function(callback)
		{
			debugger;
			var recordId = this.get("Account").value;
			var esq = Ext.create("Terrasoft.EntitySchemaQuery", {
				rootSchemaName: "Account"
			});
			esq.addColumn("City.Name", "CityName");
			esq.getEntity(recordId, function(response) {
				if (!result.success) {
					this.showInformationDialog("Data query error");
					return;
				}
				this.set("CityNameEsq", result.entity.get("CityName"));
			}, this);
		},
 
		getTitleInfo: function()
		{
			var title = this.get("Title");
			var account = this.get("Account");
			var accountDisplayValue = (account) ? account.displayValue + ": " : "";
			return Ext.String.format("{0}{1}", accountDisplayValue, title,this.get("CityNameEsq"));
		}
 
	});
 
	return Terrasoft.SasActivitySectionGridRowViewModel;
});

What am in doing wrong here. Because i get

Sasori Oshigaki,



Can you please try to add in this method  getScheduleItemTitle: function()

 this.callParent(arguments);

 

Hi Bhoobalan,

Still getting the same result

after applying 

this.callParent(arguments);
	getScheduleItemTitle: function() {
			this.callParent(arguments);
			Terrasoft.chain(
			function(next) {
				this.GetCityName(function() {
					next();
				});
			},
				function() {
				this.getTitleInfo();
			},
			this
		);
 
		},

 

The esq async logic may be pretty complicated. if you have a debug mode enabled, please turn it off, this may fix the issue. If it, not the case, try to change the title in the method getScheduleItemTitle without using ESQ by setting some test value, maybe the problem isn't in the async logic but in the method itself.

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