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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hi all 

i have an issue in contacts business role

i made the field title filtered by selected gender if Male then available title options should be "Mr" and "Dr" and if Female then available title options should be "Ms" and "Mrs" i added the lookup in object and customized the salutations lookup in lookup and now in the final step business role i make it but when saving it takes a long time loading and not save anything with these errors in inspect in the screenshot , how can i solve it ?

thanks

 

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Hello Ibrahim, 

 

There are a few possible root causes of the issue. Such error could occur due to incorrectly added lookup (especially if it was added by code) or due to overridden method "loadVocabulary"  in the schemas, or incorrectly implemented logic in the business rule itself. In order to find the exact reason of this error, please message us at support@creatio.com, so we could investigate the issue!

 

Thank you in advance!

Best regards, 
Anastasiia

Anastasiia Zhuravel,

hi 

as i said i have to filter title due to gender so i replaced  object in the advanced setting and inherited  from it . after that i added my lookup field in the replaced object and it works correctly and the gender options appeared in title ,

the problem here as i said the business role 

is there any steps or anything i can edit to make it work correctly 

thanks

Dear Ibrahim,

 

Based only on the provided information we cannot tell for sure the root cause of the issue. We would need to check the properties of the replaced object and custom columns along with the business rule itself,  so I would like to ask you to email us at support@creatio.com, so we could check the needed information and provide you with a solution.

 

Thank you for understanding. 
Best regards, 

Anastasiia

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Hello!

 

I am trying to make a boolean field editable based on  another boolean.

Can anyone provide me a code format of business rules for mobile and correct file where to put them.

 

Thanks.

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Hello,

 

You need to create a separate module and then add it to the mobile application manifest (PagesExtensions property of the object model) as described here or here. In this community post, I've provided an example of a business rule that activates a field based on conditions.

 

Best regards,

Oscar

Thanks Oscar,

 

I have got it working.

Hello,

 

I also applied same business rule for a string which needs to be permanently read-only in Order section. So, I have put in the condition column Total amount as negative which will never be true. But, this is not working in mobile.

I have attached that business rule below. I have added this module in the page extensions of Order section also.

 

Terrasoft.sdk.Model.addBusinessRule("Order", {
    ruleType: Terrasoft.RuleTypes.Activation,
    events: [Terrasoft.BusinessRuleEvents.Load, Terrasoft.BusinessRuleEvents.ValueChanged],
    triggeredByColumns: ["JFLOrderOneOffTotal" ],
    conditionalColumns: [
       
      {name: "JFLOrderOneOffTotal", value: "-1.00"} 
    ],
    dependentColumnNames: ["JFLPaymentMandateLink"]
});

 

I want to make "JFLPaymentMandateLink" field read only.

 

Hoping for an early reply.

 

malay garg,

 

Hello,

 

You need to install the emulator to debug the logic (can be found here). You need to check which value if passed for the JFLOrderOneOffTotal column and if the rule is triggered. Also you will need to recycle the application pool after creating a new rule and adding it to the page extensions in the manifest.

 

Best regards,

Oscar

Oscar Dylan,

 

Thanks for the information.

I am looking for a logic to make a Date, String, Integer field read only in mobile.

The column JFLOrderOneOffTotal was chosen because it can never be negative in my implementation, so the affected field would be always read only. 

But, as this is not working , can you please suggest me proper logic to make these fields read only always.

Hoping for an early reply.

 

Regards,

 

Malay.

 

Malay,

 

You are welcome!

 

Yes, you can do it! See the example of my business rule below:

Terrasoft.sdk.Model.addBusinessRule("Account", {
    ruleType: Terrasoft.RuleTypes.Activation,
    events: [Terrasoft.BusinessRuleEvents.Load, Terrasoft.BusinessRuleEvents.ValueChanged],
    triggeredByColumns: ["UsrInteger"],
    conditionalColumns: [
        {name: "UsrInteger", value: 1}
    ],
    dependentColumnNames: ["UsrWaranty","UsrDate","UsrDelivery"]
});

Please note that the business rule name should be the same as the object for which the rule is created (not the module name, but the rule name ("Account" in my case, one of the arguments for the Terrasoft.sdk.Model.addBusinessRule method)). The module itself can have any name you want (in my case it is "UsrAccountReadOnly" that was then added to the manifest:

).

 

As a result all three columns became read-only: UsrWaranty - integer column, "UsrDate" - date column and "UsrDelivery" - string column:

The condition is that columns become unlocked when the UsrInteger column value is 1. Once this rule was created and the application pool restarted and relogin to the mobile app executed the rule started to work as expected. So you need to double-check your rule.

 

Best regards,

Oscar

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Hi Community,

 

We are have given read only option to all the fields in a detail and on certain status change, have written a business rule to edit few fields and the rest of the fields remaining locked. Post another status change, previously editable field is locked and the other fields are editable. 

 

Question : During a creation of the detail in the first status, certain fields are locked and the fields which can be editable are editable but when the status is changed based on the rule it has to lock the fields which was edited previously and remaining fields to be editable but all the fields are locked. until in the new status we try to add a new detail then the business rule works and the field which needs to be edited is editable but not to the already created detail.

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Dear Amritha,

 

For such a task, you may create a business rule for each field and each stage - then when the stage is changed new set of rules will start working. Otherwise, you can add business rules to the source code for each field: https://academy.creatio.com/docs/developer/front-end_development/creati…

 

Best regards,
Angela

Dear Angela,

 

While creating the fields have given only read access to all the fields. Later in the business rule for a stage, where the fields needs to be edited have given editable option via business rule. But there is no option that for other fields to give  uneditable option in business rule, we havent given that instead provided read only option.

 

But still, in the initial stage based on the rule few fields are editable and when the stage changes. When we create a new detail then that stage business rules gets applied but to already created detail the business rule for that stage is not getting applied, that is our concern

 

Amritha Mayan Gorky,

So you mean when detail is moved to another stage old records are still read-only and new records are edible while in fact, all records should be editable? 

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Hello Colleagues,

 

I need to add a different "filter Business rule" for the same field regarding the value of another field, this is not possible using the Filter Business rule wizard, how can I did it?

 

In my case, regarding the contact Account Type I want to filter the possible Contact Types we want to enable, for example

  • if the account type is Our Company, contacts type just can be Employee,
  • if account type is Customer, contact type just could be "Customer" or "Contact Person"

 

Thanks in advance

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 Dear Julio,

Unfortunately, it is not possible to implement this logic through Business rules as we cannot create business rule for contacts in accounts.

The solution here will be to build the described filter using EntitySchemaQuery.
Here is the article - https://academy.creatio.com/docs/developer/back-end_development/working…

Best Regards,
Ivanna

Thanks Ivanna

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Hi- 

How would I go about creating a business rule that does not allow users to save a certain email domain as an email address for a contact? 

For example- I don't want any emails that are for domain "ABC.com" 

Can I make a business rule that will not let them save that?

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Dear Heather,

 

To set up validation for email you can use Email address mask system setting - feel free to adjust the RegExp upon your needs.

 

Best regards,
Angela

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Is it possible to combine "and" and "or" operators in a single rule condition when using the business rules design wizard ?

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Hello Ricardo, 

As for now there is no possibility to apply multiple operators for the one filter condition when editing the business rule. 

We have this idea registered for our R&D team and I will notify them about this question so to increase the importance of implementing this functionality.

Kind regards,
Roman 

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Hi Community,

I have this scenario below, I want to create a business rule that will hide/unhide field if record is in add mode or edit mode. How can I possibly do this?

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Hi Community, Any idea on this?

Thank you so much

Dear Fulgen,

It is possible to check a mode of a page using the “phantom” property of the “record” object https://prnt.sc/qkxh4q

If the value of the property is equal to “true” it is mean that the page is in the add mode and vice versa. Please see an example of the code below:

Terrasoft.sdk.Model.addBusinessRule("Case", {

            ruleType: Terrasoft.RuleTypes.Custom,

            position : 2,

            triggeredByColumns: ["UsrIncidentType"],

            events: [Terrasoft.BusinessRuleEvents.ValueChanged],

            executeFn : function(record, rule, column, customData, callbackConfig){

                        if(record.phantom)

                        {

                                    // true, when adding a new record (add mode)

                                    alert("New record");

                        }

                        else

                        {

                                    // edit mode   

                                    alert("Old record");

                        }

                        Ext.callback(callbackConfig.success, callbackConfig.scope, [true]);

            }

});

Please find more information about a custom business rules in the article by the link below:

https://academy.creatio.com/documents/technic-sdkmob/7-15/custom-business-rules-mobile-application

Best regards,

Norton

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