Hello Moheman,

usually, all the users under the All employees role can be set as owners.

Please note, that custom filters can also cover up users from being added to the owner field.

You can find more information about creating activities here:

https://academy.creatio.com/docs/8-0/user/crm_tools/activities/create_a…

Regards,

Gleb.

Hello Petrika,

For the 1st image, you can search for the lookup named "Activity results" and set the "Available in business process only" column to true/Yes for the values which you don't want to see in the dropdown:

For the 2nd image, you can search for the lookup named "Activity statuses" and delete/add the values which you want to see in the dropdown:

Regards,

Sourav

Sourav Kumar Samal,

Thank you very much , it worked

Hello Federica,



Could you please send the screenshot once again?



Best regards,

Bogdan

Hello Bogdan,

Here's the image, sorry for the mishap

Federica,

Basically, there is a table in the database called EntityConnection. You can delete all the records from this table that refer to the objects which you do not need (for example, contact, requests etc).

You can do the following:

delete from EntityConnection where SysEntitySchemaUid in (select Uid from SysSchema where Name = '')

where '' is the name of the object, for example, Contact.

But the thing is if you delete the records from the EntityConnection table - the next fields on the activity page will be deleted automatically as well:

Best regards,

Bogdan

Thank you Bogdan! That's exactly what I did (according to your suggestion) ! :) Do you happen to know how to change the icon too? 

I made a few tests and to access the icons I need to implement EmailItemSchema client module

Now: 

Hello Marijana, 

In order to delete the object from this list, there is a need to delete corresponding records from the EntityConnection system table.

You can delete all the records from this table that refer to the objects which you do not need (for example, contact, requests etc).

You can do the following:

delete from EntityConnection where SysEntitySchemaUid in (select Uid from SysSchema where Name = ''), 

where '' is the name of the object, for example, Contact.

But let me mention, that if you delete the records from the EntityConnection table - the corresponding fields will be deleted not only from this list but also from the "Connected to" detail of the email activity page:

Best regards,

Anastasiia

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

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!

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

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.

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 me

Best regards, 

Jana