business rule | Community Creatio

Question

12:17 Mar 05, 2024

Hi,

I want to set a field value so that it is 1 hour BEFORE the start time field. Trying to do this via business rule but it's not letting me write a negative number (-1).

Any ideas how to do this?

Thanks,

Chani

6 comments

Rob Watson

12:58 Mar 05, 2024

I did this with days but should work with hours and a date/time field.

[#System variable.Current Date#].AddDays(-7)

Updated via business process

Chani Karel

14:02 Mar 05, 2024

Thank you. We rather not create a business process for such a thing. Looking for a way to do it via business rule.

Orkhan

19:27 Mar 05, 2024

Chani Karel,

Hello,

This method can only be implemented through a business process using C# with the ".AddHours(-1)" method.

https://learn.microsoft.com/en-us/dotnet/api/system.datetime.addhours?view=net-8.0

Best regards,

Orkhan

Rob Watson

19:33 Mar 05, 2024

Create another date/time field and use the set field value in the business rule with the AddHour(-1) formula. That date field will then be one hour behind start time field

Chani Karel

22:51 Mar 05, 2024

Rob Watson

There is no way to do AddHour(-1) in the formula.

Chani Karel

22:52 Mar 05, 2024

Orkhan,

Thanks for confirming

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Question

Business rules for required fields not applying when 'Save record on stage change' is on

Jose Hernandez

23:50 Feb 13, 2024

Hello,

I have a page with the progress bar (cases) on Studio 8.1.0.6827. To simplify the explanation, let's say there are two stages based on a status field: New Request and Completed and I have business rules stating that the request description is required if the status is Completed.

If the 'Save record on stage change' is off, when I click on the Completed bar, the description field becomes require and I cannot save without entering. But of 'Save record on stage change' is on the record is saved and the status changes to Completed even if the description was not entered.

Any ideas on how to make it work where the 'Save record on stage change' is on but the business rules are applied, and the record is not saved if the required fields for that status are missing?

Thanks,

Jose

1 comments

Mariia Sorochan

06:44 Feb 20, 2024

Hello!

To provide you with an answer, we need to investigate it deeper. Please contact the Support Team directly via support@creatio.com and provide all these details.

Best regards, Mariia

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Question

Unable to modify business rules

LÉZORAY Nicolas

16:15 Feb 13, 2024

Dear,

We can not add or edit business rules on our custom Order Product Detail, the system return the following error :

Unable to modify business rules because the "Edit card - Product in order" page source code contains invalid json symbols. Your system administrator will have to delete these symbols. After the mentioned above symbols have been deleted, you need to re-open the wizard, and business rules will be available for edit.

I tryed to remove all the code in our custom orderProduct detail :

=> the system still returns the error

Does anyone have any ideas to fix the problem ?

Thank you,

Nicolas

2 comments

Ryan Farley

16:22 Feb 13, 2024

Just throwing out some ideas. Maybe there's some non-printable character that got posted in somewhere? I'd try pasting the contents to a text editor that can show non-printable chars (such as Notepad++).

Also, maybe look at the resource strings? Maybe there's a resource name with some weird char?

LÉZORAY Nicolas

18:17 Feb 13, 2024

Thank you Ryan for your answer, i ve check what you advise me to check, but i did not find any problem.

We are having two OrderProductPageV2 in two separate package: Custom and Custom_transfert, we removed all business rules in the OrderProductPageV2 in Custom_transfert and surprisingly we can edit the orderProductDetail business rules...

Thank you again for your help !

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Idea

Discussion

business rule

8.1

Use Formulas with Business Rules To Set A Field Value

Carl Moore

05:57 Feb 01, 2024

I would like the ability to use a formula to set a field value. An example might be to generate a web-link with a hard-coded base URL with an appended page parameter Id. In the classic UI I could create a CTA that pushed the user back to an internal page that had a hard-coded URL with an appended page record value. That isn't easily done with the new low-code tools for buttons.

Another Item might be to transform a field from a date value to months, days, or years instead.

Do you like this idea?

1 comments

Damien Collot

08:54 Feb 01, 2024

I believe a formula editor in business rules is potentially planned for the 8.2 roadmap 🙂 . Could that help ?

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Question

Як встановити ознаку змінити значення змінної при відкриті запису з мобільного додатку Freedom UI

Ігор Роїк

14:58 Dec 14, 2023

Please help.

I created an object called UsrAppMobNotifications, which includes a Boolean variable UsrBoolRead. In the mobile application version 8.1, I need to set up a business rule so that when a user opens a record of this object, the UsrBoolRead variable becomes true.

The code of the mobile app's record page (UsrMobileUsrAppMobNotificationsRecordPageSettingsPortal) doesn't contain any blocks (like handlers).

Question 1: How can I add my own business rule?

Question 2: I tried to create a rule based on examples, but it doesn't work.

My rule^

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

name: "SetUsrBoolReadTrueRule",

ruleType: Terrasoft.RuleTypes.Custom,

events: [Terrasoft.BusinessRuleEvents.Load],

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

model.set("UsrBoolRead", true);

Ext.callback(callbackConfig.success, callbackConfig.scope);

}

});

1 comments

Artem Smyrnov

21:34 Dec 19, 2023

Hello.

Please be advised that adding business rules to a page using the Terrasoft.sdk.Model.addBusinessRule(name, config) method is only supported on the old user interface. Unfortunately, the feature to create business rules on the mobile application is not yet available, as it is currently under development. However, I can assist you in setting up card-level business rules, that might be helpful for you.

At the moment, the difference between the rules on the card and the model is insignificant. Namely, the difference is that the card has Visibility rules that can show or hide card elements. Therefore, let's consider this particular example, and try to hide a column under a condition.

1. Set up the rules in the web.

2. The names of the controls ("Code" and "Element code") must be given according to the names of the columns. That is, if the column is called UsrText, then the control should be called that way (because the names are generated by the web by default):

3. The rule that hides the UsrText field can be configured as follows:

When saving, do not forget to click Save in the card itself.

4. Add a new (or existing) section in the mobile application wizard and configure the card properly.

5. Go to the Configuration (WorkspaceExplorer) and look for the card setup scheme (scheme name format: Mobile[Object name]RecordPageSettings[Workspace name]):

In this case, the object name is Rules.

6. Open this schema. Open its metadata (Actions → Open metadata) and look at its metadata (Metadata (Read-Only) section) and copy its Uid, PackageUid and CreatedInPackageUId.

7. Export the rules configured in step 3.

8. This metadata needs to be slightly adapted to the mobile platform. Open the downloaded metadata file and make the following changes:

а) Change the Uid. You can either generate it or simply change a few digits/characters in the current value. The old UId must be changed throughout the scheme (at least 2).

b) Give a new name to the Addon in Name and A2. The format will be as follows: [Object name]RecordPageSettingsBusinessRule (for example, RulesRecordPageSettingsBusinessRule).

c) Replace all "EntitySchemaManager" with "ClientUnitSchemaManager", if any.

d) In B6, write the PackageUId from step 6.

e) In AD1 and TargetSchemaUId, write the UId from step 6.

f) In A5 we write the CreatedInPackageUId from step 6.

g) Replace all the names of the controls generated on the web with the corresponding column names. You can search for them using the following masks: LookupAttribute_, Input_, ComboBox_.

For example, instead of LookupAttribute_6wy705z, you should use UsrContactType.

h) Save the changes.

9. Import this modified schema. Select the desired package in the Configuration, click "Add" and select the "Import" item in the list (at the moment it is the last in the list).

As a result, in the package in which this section was added in the mobile application wizard, an Addon scheme with rules that are linked to the card configuration scheme in the mobile application should appear.

10. After that, synchronize the mobile app with Creatio and check the rule's operation.

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Question

business rule

Sales_Creatio_enterprise_edition

8.0

Is there such a thing as too many business rules

Heather Mahley

17:27 Mar 15, 2023

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?

3 comments

Pavlo Sokil

20:57 Mar 15, 2023

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)

Heather Mahley

21:12 Mar 15, 2023

Pavlo Sokil,

is it the same for business processes per object?

Pavlo Sokil

14:53 Mar 16, 2023

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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Question

date

field

business rule

Filled in automatically

Arkadiusz Polus

15:18 Jan 12, 2023

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

1 comments

Gleb

11:57 Jan 16, 2023

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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Question

Lookup filtering - Mobile app

Federica

18:58 Sep 01, 2022

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
	}]
});

0 comments

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Question

How to add Custom Business Rules and attach detail to a section in Atlas 8.0 Version

Sarika Sharma

08:46 Aug 19, 2022

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

2 comments

Damien Collot

10:59 Aug 20, 2022

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)

Bogdan

10:05 Aug 21, 2022

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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Question

How to create a "Required Column" rule for a specific detail based on the value of other object column inside Creatio Mobile?

Pedro Pinheiro

14:09 May 12, 2022

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

1 comments

Kalymbet Anastasia

16:22 May 13, 2022

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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