We have many many business rules per page. Some are very complicated. We are considering restructuring our build to cut down on the number of rules per page.

My question is - does having so many business rules slow down the loading of each of my pages? 

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Hello,

A large number of business rules on a page can affect the speed of its loading, as the size of the object increases.

Two or three rules will not make any obvious changes to the page's performance. While a larger number of complex rules can actually affect the download speed.

We recommend that you contact our support team if you think that the page's performance is too slow, even despite the number of configured rules. (support@creatio.com)

Pavlo Sokil,

is it the same for business processes per object?

 

Heather Mahley,

Good afternoon,

The situation is different with business processes.
 

Complex processes affect not only a specific section, but also the performance of the system as a whole.
 

Therefore, we do not recommend running a large number of complex business processes at the same time, and we recommend optimizing them by removing unnecessary elements from them.

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I want to filled in automatically from another field (From Date field to DATA (text) field)
but i don't see this option to choose

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Hello Arkadiusz,

 

unfortunately, you cannot achieve this via Business rules.

 

However, you can build a Business process, which will read the date and insert it to a different text field. The process will automatically change the data type to string so you won't need to do anything else.

 

Hope this way works for you.

 

Regards,

Gleb.

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Hi community!
I'm adding a br on the mobile app to filter a custom lookup field based on another field's value.

To do this I have created a separate module and included it in the MobileApplicationManifestDefaultWorkplace.

 

It's not working on the app.

Could you help me out understanding what's missing?

Here's the BR 

Terrasoft.sdk.Model.addBusinessRule("Account", {
	ruleType: Terrasoft.RuleTypes.MutualFiltration,
	triggeredByColumns: ["Industry", "UsrApplication"], 
	connections: [{
		parent: "Industry", //Lookup field on Account
		child: "UsrApplication", // Custom Lookup field on Account (the Obj UsrApplication has a Lookup column "Industry")
		connectedBy: "UsrIndustry" // Lookup field on the "UsrApplication" obj
	}]
});

 

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Hi Team,

 

I need help in adding Custom Business Rules and in adding a detail to a section in Atlas 8.0 Version.

 

Please provide me with the relevant information required.

 

Best Regards,

Sarika

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It seems business rules are only arriving post 8.0.3 ( this last version is not yet released, and business rules are only in beta in 8.0.3)

Hello,

The features are available for beta testing in Creatio version 8.0.3 Atlas. 

Please find more information here

Best regards,
Bogdan

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Hi Community,

 

I've this situation where I've developed a new page for the Creatio Mobile Application. This new page has a detail and a set of columns, as you can see on the following image.

My goal is to apply a "Required Field" business rule to this detail (marked as red) based on the values of a specific column inside this page.

 

How can I achieve this requirement?

 

Thanks in Advance.

 

Best Regards,

Pedro Pinheiro

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Hello, Pedro!

 

In the actual version of the system business rules from the desktop, the platform is not transferred to the page in the mobile application. At the moment, business rules can be set with the help of development only.
 We have the enhancement request registered by our R&D. It means the functionality will be implemented in future releases, although there is no ETA yet.

 

Hope for your understanding.

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Hi Team,

We have an OOTB feature introduced to set the field values using Business Rule.
There are function options provided while setting the field values if the Source(Target field) is numeric.

 

a)The OOTB feature shows formula and it has an in-built date function along with operators to write a formula and set values to a field.

b)But when a String field is selected there were no options for formula. It would be nice to have string functionalities such as,

strcat - concatenate two strings
strcmp - compare two strings
strcpy - copy a string
strlen - get the string length
String.Remove - Remove specified part of string

Best regards,
Bhoobalan Palanivelu.

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Hello Bhoobalan,

Thank you so much for your idea. We've registered it in our R&D team backlog for consideration and implementation in future application releases. Thank you for helping us to improve our product. 

 

Best regards,

Bogdan

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hi all, 

 

I registered a CRM full bundle, created a new app, and created a new section in it 

 

I can't find these features:-

                             1- business rules 

                             2- enable approvals checkbox

                             3- view button in section which opens the section wizard 

 

please help me ASAP with some screenshots for how I can find and enable them

 

thanks

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Hello Ibrahim,

Could you please specify the current version of the website?

Best regards,

Bogdan

Bogdan,

 

8.0.0.5434

Ibrahim Nour El-Din,
 

Unfortunately, this functionality is not available in 8.0 version. But we've been informed that they will be available again with the next coming releases (8.0.1 or 8.0.2).
 

Best regards,

Bogdan

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Hello,

There are fields that ONLY Admin users have the rights to modify.

 

Using a Business Rule, we can Identify WHO can Edit the field.

 

When I'm hardcoding the Email of the Admin...it works.

But If I try to use the Role (System Administrators)...it doesn't work.

 

Is this a limitation or something that is not properly configured in our roles ?

 

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Hello Francois,

 

As of now, the business rules don't work with roles. You can only use users instead of roles, but in this case, you'll have to create each business rule for each user. 
 

We already have a query registered for our responsible R&D team to implement the described functionality in the upcoming versions of the application. 

I will add this case to the query in order to increase its priority.

 

Best regards,

Anastasiia

 

Hello Francois,

 

The better way to achieve Your requirement is Object Permission settings (Use column permission). Have a look following printscreen as a example how to grand access to "All employees " to only read Account Name and for "System administrators" to read and edit.

https://ibb.co/n0TCVBP

 

Best regards,

Marcin

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HI,

Q: Why there is no option to select "Amount" when creating business rule on Order page?

Also.. no option to select "Price" when creating business rule on Order-products page

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Hi everyone,

 

Does anyone know if is is possible to set up a field value in business rules by combining 2 strings? For example change the title to something like "Account name - Customer need"? Hope this is achievable without programming as this is really a basic "no code" functionality...

 

 

Thanks!

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A business rule isn't able to do this. 

You could do it with a no code approach by creating a process that starts on the record added or modified that reads the record, then sets the field value by combining the two values. The down side to this approach is that the user won't see this value until they refresh the page.

I realize you're after a no code approach, however, if you want to do this with code, you can add something like this to the methods of the page - this will set the name when the record is saved (assuming the field names are correct):

save: function() {
    var account = this.get("Account");
    var need = this.get("LeadType");
 
    if (account && need) {
        this.set("Name", account.displayValue + " - " + need.displayValue);
    }
 
    this.callParent(arguments);
}

(btw, I don't know why formatted code doesn't format code correctly on these forums, but the && is supposed to be &&)

Ryan

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