business rule | Community Creatio

Discussion

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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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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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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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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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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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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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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Discussion

Implementations of String functions in "setting field value" via Business Rule

Bhoobalan Palanivelu

16:01 Mar 13, 2022

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.

Do you like this idea?

1 comments

Bogdan

12:06 Mar 14, 2022

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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approval

business rule

view_button

Section Wizard Enable Approvals, business rules, view button

Ibrahim Nour El-Din

13:56 Mar 13, 2022

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

3 comments

Bogdan

14:09 Mar 13, 2022

Hello Ibrahim,

Could you please specify the current version of the website?

Best regards,

Bogdan

Ibrahim Nour El-Din

14:14 Mar 13, 2022

Bogdan,

8.0.0.5434

Bogdan

14:24 Mar 13, 2022

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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business rule

Studio_Creatio_enterprise_edition

7.17

How to get a list of administrators for Editable fileds

Francois Breault

18:12 Mar 04, 2022

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 ?

2 comments

Anastasiia Zhuravel

18:53 Mar 04, 2022

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

Marcin Kott

12:09 Mar 07, 2022

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.