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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Hi Community,

 

I've this situation where I need to hide a detail based on condition, however i didn't find any example of this, only with filelds on the page, like i show on the image below with the custom business rule that I applied.

 

 

Any suggestions how to apply this condition in a detail?

 

 

Thanks in Advance,

Daniel Longo

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Hi Daniel, 

 

Actually, it is not possible to do with the detail, like the example with the fields you sent.

 

In order to achieve such implementation, you need to extend the controller and add the additional logic manually. 

 

Unfortunately, we don't have such examples. 

 

But here you can check my colleague answer, where to find the controller which you can modify: 

 

https://community.creatio.com/questions/there-way-make-detail-read-only…

 

Hopefully, it will be useful for you!

 

Best Regards, 

 

Bogdan L.

 

 

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Hi,

I created some business rules on the 'product in opportunity' detail that based on the 'Opportunity product' object, but non of them is working!

Have anyone saw that too/have a solution for that?

Thanks in advance,

Chani

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Hello Chani, 

 

Could you please elaborate a bit on the issue and clarify which business rules exactly do not work as expected?

Alternatively, I would like to suggest you to contact us at support@creatio.com, so we could investigate the issue more deeply. 

 

Thank you in advance!
Best regards, 

Anastasiia

Anastasiia Zhuravel,

I have a field called 'Default school year' on the opportunity object and a field called 'schoolYear' on the opportunity product object, both same lookup.
I want the add the following rule:

IF Opportunity.DefaultSchoolYear is filled in THEN set field value - schoolyear = Opportunity.DefaultSchoolYear.
I also tried -

IF schoolyear is filled in THEN make schoolyear required.

Thank you!

Chani Karel,

 

Hello, 

 

Thank you for your prompt reply. We have received the corresponding request (sent to  support@creatio.com) and will proceed with investigation!

 

Best regards, 

Anastasiia

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Hi,

Auto-populating some fields doesn't work for NON-Supervisor users. We investigated the features (Screenshot 1) and if they are enabled for All employees (Screenshot 2) and even after that, the feature "PopulateBusinessRuleAction" still is not enabled (Screenshot 3).

 

What can be the root cause?

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Hi Kavian, 

Regarding the feature state: 
It is needed to re-log in after changing the feature state for changes to take place. Have you re-loged in before checking the value the second time? 

As for the issue with the business rules, The support request you've opened (#SR-01019131) is still open and we're waiting for your input to proceed with the investigation. 

Best regards,
Yurii. 

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Hello Team!

 

I need to hide one filed based of the selection of one category lookup. I follow the academy  with the steps for the rule type. But my question is whats happend when you have more values in a OR condition. I tried to placed all the conditions in the same rule and didn't work and as well like in the example separate, but only the last one is working. How is the correct process in this case?

 

Thanks,

 

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Hello Federico, 

 

We performed some tests in order to achieve your requirement, but it seems like such implementation is not possible for now. The only one business rule will be active in this case. We already informed our Core R&D team and we will work to add such functionality in our next releases. Thank you for understanding!

Best Regards, 

 

Bogdan L.

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