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

Oscar Dylan,

Hi Oscar. Thank you. Your approach helped us crack this one. 

Found it... added timer to start 'today' the read activities. 

Assuming this is the best way to do this?

Nicola Wall,

Yes, this approach can solve your business task.

Best regards,

Bogdan S.

Hello Fulgen,

Do you see that as adding an Organizational / Functional role or like adding more than one user at once into the Activity participant list?

Thank you for the clarification!

Best regards,

Bogdan S.

Bogdan Spasibov,

Hi Bogdan, Thank you so much. Its like adding Organizational / Functional role. Once group is added all contacts under this group will be added as activity participant.



What i am thinking is to create a custom section(Activity Group) where user can create group/s. Under custom section there is a detail where user can add contacts.



In activity, user can select an Activity Group. Then I will trigger a business process that will select all contacts from Activity Group and insert in in Activity Participant.



Is there any other best way aside from this? 

Fulgen Ninofranco,

Yes, actually the implementation that involves BP usage here is the best option.

Please let us know if you need any further assistance with this.

Thank you!

Best regards,

Bogdan S.

Dear Shrikanth,

1. Should be an easy task, since the activity periods are mini page fields you can just add filters to them. 
2. You can create the process in object for OnSave method that will check activities for the user and forbid the creation of record if the slot is not empty. 
3. For this task it will be easier to completely replace activity mini page and add your own fields. 
4. Check Calendar lookup, it has information about workweek. 
5. A process on an object like OnEntitiyInitialize should work perfectly. It will deactivate record when the user opens it.

Best regards,

Angela

Hi Angela , 

Regarding point no 4 . I have changed the workweek settings as attached and still the view didnt change , Any Idea ?

Hello Sethuraghav,

Unfortunately, there are no basic tools to set up Monday as the first day of a week in the system.  The week settings in the quick filter by time period now take into account the localization selected in the user profile. For example, if English localization is selected in the profile, weeks start with Sunday.

However, our R&D team has already task to implement this feature as a basic one in further releases. 

Best regards, 

Olga. 

Is there a way to add another calendar view? and not change the existing one?

Olga Avis, Any updates on this note? 

Hello Fulgen, 

I suppose that you are talking about auto-generated invites for the meetings that can be created in the calendar on the email provider side. You can use the mailbox synchronization setup page to set up the synchronization of the Creatio activities with the tasks and meetings created on the Exchange/Google server-side. 

More detailed information on how to synchronize Creatio activities can be found in the following Academy articles:

• How to synchronize creatio activities with google calendar
• Synchronizing creatio calendar with ms exchange and microsoft 365 calendars

Please, let us know in case any further information is required. 

Best regards, 

Olga. 

Hello Mark, 



Please refer to the following code in order to add the functionality requested:

 

define("ActivityPageV2", [], function() {
    return {
        entitySchemaName: "Activity",
        messages: {
        },
        methods: {
            save: function() {
                var IsToDoCategory = this.get("ActivityCategory") && 
                    this.get("ActivityCategory").value === "f51c4643-58e6-df11-971b-001d60e938c6";
                var IsCompletedStatus = this.get("Status") && 
                    this.get("Status").value === "4bdbb88f-58e6-df11-971b-001d60e938c6";
                if (IsCompletedStatus && IsToDoCategory) {
                    this.showConfirmationDialog("Please, set proper category!");
                } else {
                    this.callParent(arguments);
                }
            }
        },
        details: /**SCHEMA_DETAILS*/{}/**SCHEMA_DETAILS*/,
        diff: /**SCHEMA_DIFF*/[]/**SCHEMA_DIFF*/
    };

Kind regards,

Roman

Thanks for your reply Roman, this worked beautifully.

I am interested in the GUID values you have in the code, is there any meaning to these values?

Note for others, the code above needs the && replaced with &&

Dear Krishna, 



It would be much more convenient to create a separate detail which would contain all questions along with an answers and all needed information. 

By the way, can you please specify for which section you would like to add the described functionality? Cases or any other? 



Kind regards,

Roman

 

Roman Brown,

Thanks Roman for the inputs.

Yes I would like to add the questions connected with cases section.

I had created a detail for the same in cases (given below).

Also creating activity connected to cases to prompt agent to ask questions and capture the responses for these questions.

Is there anyway these questions can be asked one by one in a UI ?

Hi Jonas!

How are your completing activities? Can you record a video of this behaviour? 

Angela Reyes,

Not really. We have created a second lookup that is more granular and maps to the Activity.Status in client code. When they select a value from this lookup, we set Activity.Status behind the scenes. However, when I check the database after these operations, Activity.Status is set to Closed.

This is the same status that I can see being used by the Dcm module. We want to have the same behaviour as when you would click the complete button in this screen: https://prnt.sc/rj5a24 and then click save.

Jonas Van der Aa,

and how is the status changed to Closed then? 

Angela Reyes,

This code in ActivityPageV2

 

syncActivityAndVisitStatus: function() {
				if (this.isVisit() === false) {
					return;
				}
 
				var visitStatus = this.get("UsrVisitStatus").value;
 
				this.console.trace("Visit status = " + this.get("UsrVisitStatus").displayValue);
				const tracePrefix = "Set activity status to ";
 
				switch (visitStatus) {
					case "33e7d31f-9e8b-4e36-b716-8b49370a6b1e": //Visit Scheduled
						this.set("ActivityStatus", this._createLookup("Not started", "384d4b84-58e6-df11-971b-001d60e938c6"));
						this.console.trace(tracePrefix + "Not Started");
						break;
					case "3e023a20-474d-426d-9a3e-73e25db47ea3": //Close & Notify
						this.set("ActivityStatus", this._createLookup("Completed","4bdbb88f-58e6-df11-971b-001d60e938c6"));
						this.console.trace(tracePrefix + "Completed");
						break;
					default: // everything else
						this.set("ActivityStatus", this._createLookup("In Progress", "394d4b84-58e6-df11-971b-001d60e938c6"));
						this.console.trace(tracePrefix + "In Progress");
				}
			},

This method is triggered by the following attribute:

			"ActivityStatus": {
				dependencies: [{
					columns: ["UsrVisitStatus"],
					methodName: "syncActivityAndVisitStatus"
				}]
			},

Dear Jonas,

In order to provide you with a proper solution, please tell us how the “_createLookup” function works. I could not find the source code of the function, so it should be your custom function. Looking forward to your reply.

Best regards,

Norton

Dear Fulgen, 

Unfortunately, there is no such column, however you can add this column in the section wizard or configuration and use business process to populate it. This process would trigger on status changed to Completed and populate this column's value to the current date. 

Best regards,

Dennis