Activity | Community Creatio

Question

Anitha P

13:02 Dec 01, 2021

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

0 comments

Show all comments

Question

Activity

creating activity by the process - field status is not present

Yana

16:34 Nov 12, 2021

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

1 comments

Anastasiia Zhuravel

17:15 Nov 12, 2021

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

Show all comments

Question

Activity

synchronization

Sales_Creatio

Please explain what the Sychronization period means

Mary P D'Arrigo

23:35 Oct 07, 2021

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.

5 comments

Bogdan Lesyk

11:53 Oct 08, 2021

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.

Mary P D'Arrigo

18:43 Oct 08, 2021

Bogdan Lesyk,

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

Mary P D'Arrigo

22:06 Oct 08, 2021

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.

Bogdan Lesyk

10:23 Oct 11, 2021

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.

Mary P D'Arrigo

16:57 Oct 11, 2021

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.

Show all comments

Question

Sales_Creatio_enterprise_edition

7.17

How can I add images to the section row columns?

Pedro Pinheiro

13:51 Aug 25, 2021

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

1 comments

Max

07:16 Aug 27, 2021

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.

Show all comments

Question

Unable to provide access to newly created activity via process

Amritha Mayan Gorky

12:53 Jun 01, 2021

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

File attachments

Activity_Object_Permission.png

Access.png

Activity Process.png

3 comments

Yurii Sokil

16:13 Jun 01, 2021

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.

sethuraghav

23:24 Jun 02, 2021

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 .

Yurii Sokil

09:27 Jun 04, 2021

sethuraghav,

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

Show all comments

Question

"Contact" field is not displayed while trying to select fields in the campaign design page

Amritha Mayan Gorky

20:06 May 19, 2021

We are trying to create a campaign and for that campaign when we try to add a flow.
In the flow, we have added “Add Data” for object “activity” as showed in the screenshot
When we click on the column values to set option, a list of fields are displayed but unfortunately “Contact” field is not available.
As activity is OOTB created object, by default it does contain contact and account fields but we are not sure on why it is not being listed in the dialog box

File attachments

Contact_FiledMissing.png

1 comments

Yurii Sokil

14:09 May 20, 2021

Amritha ,

Any object created by the campaign (e.g. activity) is automatically connected to the contact entity via business logic of the campaign. There's no need to connect it manually.

Best regards,

Yurii.

Show all comments

Question

How to remove the "cancel activity" button

Juan Carlos Del Castillo Chehaibar

21:49 Apr 05, 2021

Hi, community.

When you click an activity on the calendar page, you get this mini page where you can complete the activity or cancel it. I need to remove the "cancel activity" button highlighted here in red:

I figure I can use the remove operation like in this example:

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

But I can't find the schema I have to modify.... Does anyone know which one it is?

Thanks!

2 comments

Best reply

dean parrett

02:12 Apr 06, 2021

Hello,

It is ActivityMiniPage of UIv2 package. You need to re-define the insert operation of CancelButton

Regards,

Dean

dean parrett

02:12 Apr 06, 2021

Hello,

It is ActivityMiniPage of UIv2 package. You need to re-define the insert operation of CancelButton

Regards,

Dean

Juan Carlos Del Castillo Chehaibar

03:29 Apr 06, 2021

dean parrett, Thank you very much for your answer! It works as intended.

Cheers from Mexico

Show all comments

Question

Best Practice when inserting Activity

Solem Khn

01:21 Mar 19, 2021

Hi,

I'm working on Activities right now and I created my own activity.

I wanted to insert a New Activity with a press of a button which is located in the MainHeader. Question, what's the best way to insert my own activity?

I am currently trying to insert it via custom web service through

Insert insert = new Insert(UserConnection)
                .Set("","")
                .Into("Activity")

I'm afraid there are events, computations that won't be triggered.

Any comments?

4 comments

Best reply

Ryan Farley

20:53 Mar 19, 2021

Solem Khan Abdusalam,

After you call activity.Save() you can get the created record Id using

// get primary Id value
var id = activity.PrimaryColumnValue;
// or get any of the column values using 
var title = activity.GetTypedColumnValue&lt;string&gt;("Title");
var start = activity.GetTypedColumnValue&lt;DateTime&gt;("StartDate");
// etc

Ryan

Ryan Farley

02:27 Mar 19, 2021

Using the Insert class does not trigger process events, etc. Instead, you can use the Entity class. Something like this:

var schema = UserConnection.EntitySchemaManager.GetInstanceByName("Activity");
// Create a new Activity object
var activity = schema.CreateEntity(UserConnection);
// Set any any default column values 
activity.SetDefColumnValues();
// Now set the column values as needed
activity.SetColumnValue("Title", "This is a new activity");
activity.SetColumnValue("StartDate", DateTime.Now);
// etc
// Save when done
activity.Save();

Hope this helps.

Ryan

Solem Khn

06:22 Mar 19, 2021

Ryan Farley,

Is there a way to fetch the Id of the created Activity?

Oleg Drobina

11:00 Mar 19, 2021

Solem Khan Abdusalam,

One of possible ways is to create a SELECT query to the database using or the script task process element (if you are going to use a business process) or in the custom web service that is triggered upon clicking the button and select the last created activity (top 1 and ORDER BY CreatedOn conditions). Also the created activity can have some marker in its subject (like "created via web service" or so) that could be used in the filtering condition as well.

Insert query you've proposed won't return an Id of the record, but you can select it once the record is created.

Best regards,

Oscar

Ryan Farley

20:53 Mar 19, 2021

Solem Khan Abdusalam,

After you call activity.Save() you can get the created record Id using

// get primary Id value
var id = activity.PrimaryColumnValue;
// or get any of the column values using 
var title = activity.GetTypedColumnValue&lt;string&gt;("Title");
var start = activity.GetTypedColumnValue&lt;DateTime&gt;("StartDate");
// etc

Ryan

Show all comments

Question

Activity

calendar

7.16

Activity slot re aligned to the top of the day when end time is 12 Midnight

M Shrikanth

15:02 Feb 03, 2021

Hello Community,

In the activities section, when a user adds a task between 11 PM to 12 midnight for a day, Creatio automatically displays it at the top of the day (Ref screenshot below). We would like to disable this behavior and display the slot only between 11 PM and 12 AM at the bottom of the day. This is a usability constraint for users who would like to view their whole day as they scroll vertically through the day.

We are aware that this might not be possible using Out of the box or configuration tools. How does one achieve the above using development? Thanks in advance.

2 comments

Best reply

Oleg Drobina

16:36 Feb 03, 2021

Hello,

You will need to override the logic of the multiDayItemConfig object from the schedule-item.js schema (Terrasoft.controls.ScheduleItem class) according to your business needs (this object represents the configuration of such elements on the page).

Unfortunately we don't have any practical example on our side, but you can study the code of the schema and test it.

Best regards,

Oscar