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.

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

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.

do you have your Time Zone Set for your Profile?

Hello Keith.

I dont believe this is a Time-Zone problem.

For the same user, if I choose Activity of category Task, everytih works as it should be. 

Thanks

Hello Sasori,

In order to deactive the filter based on employee it is just needed to click on the cross sign, and you will see all the accounts.

Alternatively you can create a replacing view model for the schema PlanningAccountDetailV2 and modify the method getFilters according to your needs.

 define("PlanningAccountDetailV2", [],

    function() {

        return {

            entitySchemaName: "Account",

            attributes: {},

            methods: {

                getFilters: function() {

                     this.callParent(arguments);

                    var filters = this.sandbox.publish("GetSectionFilters");

                    if (!this.Ext.isEmpty(filters.filtersValue)) {

                        this.setFilter(filters.key, filters.filtersValue);

                    }

                }},

            diff: /**SCHEMA_DIFF*/[]/**SCHEMA_DIFF*/

        };

    }

);

As for the section wizard, this whole detail was created with code, so it would be not possible to enable it. But the first option by clicking the cross sign would be the more simple one.

Best regards,

Dariy

 

Thank you very much Dariy.

this.reloadGridData()  is not defined in the ActivityPageV2. (console)

I think that the proper solution involves using the this.reloadGridData()  method ? Should i just add the :

mixins: {
			GridUtilities: "Terrasoft.GridUtilities"
		}

in the ActivityPageV2 ?

Any updates on this Creatio team ?

Sasori Oshigaki,

this.updateDetail({ detail: "NameOfDetail" });

You can find the "NameOfDetail" value to use by looking at the details section of the page code for your detail (it's not the name of the detail schema, but the name or Id it gave it when it added it to the page). The reloadGridData function only works from within the detail schema code itself. 

Dear Arkadiusz,

Thanks for your question.

Could you please specify your final business task?

Thanks in advance. 

Best regards,

Anastasiia

the point is that other users of the system have information about the new order. Something like a notification in the channel bar on the right site of the screen

Dear Arkadiusz,

Thanks for the clarification!

For such business task, we can offer to use the addon Multichannel notifications for Creatio:

https://marketplace.creatio.com/app/multichannel-notifications-creatio

Please let us know if additional questions arise, we will gladly assist you!

Best regards,

Anastasiia

Is it free app?

Hello,

 

You can create a business process that grants read permission to an activity only to its owner.

 

More about the business process element "Change access rights":

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

Cherednichenko Nikita,

I have already tried this approach. Although it works perfectly fine for Activity section, but under DCM it still shows the Activity which I want to show or hide conditionally.

Regards,

Sourav

Sourav Kumar Samal,

 

If you remove read permissions for other users, then only the responsible user will be able to see this record.

Hello Susan,

Could you please elaborate on your business task? 



Do you want to set up the default value for the 'select results' field or do you want to remove it at all?



Best regards,

Bogdan

Bogdan,

Hi,

I am having the same enquiry and would like to remove it all.

Is it something we can do it ourselves?

Many thanks in advance

This can be only achieved by the means of development. The logic is stored in the ActivityMiniPage module and is connected to the "View" mode of the mini page. You need to review the logic of the "ProcessResult" or "DetailedResult" elements (their generation and visibility attributes) to add your own "Status" and other custom fields to it. For example you can use this code example to add the "AllowedResult" column to the mini page:

{
				"operation": "insert",
				"parentName": "MiniPage",
				"propertyName": "items",
				"name": "AllowedResult",
				"values": {
					"generator": "MiniPageEditControlsGenerator.generateModelItem",
					"layout": {
						"column": 0,
						"row": 9,
						"colSpan": 24,
						"rowSpan": 1
					},
					"visible": {
						"bindTo": "isEditableResultsVisible"
					},
					"contentType": this.Terrasoft.ContentType.LONG_TEXT,
					"wrapClass": ["container-mini-wrap"],
					"controlConfig": {
						"placeholder": {
							"bindTo": "Resources.Strings.AllowedResultControlPlaceholder"
						}
					},
					"controlWrapConfig": {
						"classes": {
							"wrapClassName": ["control-mini-wrap"]
						}
					},
					"labelConfig": {
						"visible": false,
						"markerValue": ""
					}
				}
			},

Best regards,

Oscar