Hi Team,



How to change the label of the process in the section list page and record edit page.

when a Business Process is added to the section wizard, a "Run Process" drop-down button is displayed in both the edit page and section list.

 

How to rename or change the label to a different or meaningful name pertaining to the section.?



Below are the reference screenshot where the change is required

#REQ 1: Section List page

#REQ 2:  Record Edit page

 

 

BR,

Bhoobalan Palanivelu.

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Hello Bhoobalan,

Both the edit page and the section have a localizable string called "ProsessButtonCaption" which you can change to change this caption. You need to change this in both the section and the edit page. 

If you're wanting to change this for all sections/pages, you would need to do a replacing schema for BasePageV2 and BaseDataView and modify the ProsessButtonCaption string there. However, to just change it for one section you can change it in the specific section and edit pages. 

Ryan

Ryan Farley,



Thanks for the information

Where is the diff{} for this element and what is its structure?

Bhoobalan Palanivelu,

The element is named ProcessButton. For the page it is in BasePageV2 and the section it is in BaseDataView. You’ll find it in the diff there. 

Ryan

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Hello!

 

I have a process that needs to check the value of a field. If the value is correct, another field will be unlocked, if it is not, a popup will appear.

 

The problem is that sometimes the pop-up appears before the page gets refreshed. I have the "Refresh active page" add-on inserted in the process that updates that field.

 

I think sometimes the pop-up is quicker than the refresh. The pop-up has been implemented by code. 

 

Thank you!

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Hello Diana,

 

As a suggestion you can add a timer after the "Refresh active page" element, and set it to two seconds for example.

This way you could ensure that the element is completly executed in the background and only then the pop-up is displayed.

 

 

This add-on was developed by a third party, so if you would like to receive assistance regarding how does it work in detail, please contact  info@solutionsmetrix.com . Unfortunately we can not ensure how will behave the business process with third party custom developments.

 

Best regards,

Dariy

Hello Diana,

 

As a suggestion you can add a timer after the "Refresh active page" element, and set it to two seconds for example.

This way you could ensure that the element is completly executed in the background and only then the pop-up is displayed.

 

 

This add-on was developed by a third party, so if you would like to receive assistance regarding how does it work in detail, please contact  info@solutionsmetrix.com . Unfortunately we can not ensure how will behave the business process with third party custom developments.

 

Best regards,

Dariy

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Hello,



I want to make a cascading dropdown. For example; user selects City, then County, then District, then Street... I want to fill the dropdowns from external web service whenever user selected previous dropdown.



How should i go about it?



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Hello Ensar,

Loos like you just need to add a filter to the column based on the other column value.

You can do it by adding attribute on the needed column.

For example:

"Transport": {
                "dataValueType": Terrasoft.DataValueType.LOOKUP,
                "lookupListConfig": {
                    "filters": [
                        function() {
                            var filterGroup = Ext.create("Terrasoft.FilterGroup");
                            filterGroup.add("WhatWeight",
                                Terrasoft.createColumnFilterWithParameter(
                                    Terrasoft.ComparisonType.GREATER,
                                    "[StTransport:Id].StMaxWeight",
                                    this.get("Weight")));
                            return filterGroup;
                        }
                    ]
                }

In this example we have column "Transport" and we wont to display values where their column "StMaxWeight" is greater that out column "Weight".

Thanks for your reply Dmytro Vovchenko,

 

Filtering is ok. At the same time, i need to get data from external web service not database. Is there a way binding lookups to external web service dynamically?

Not quite understand what are you trying to do but I think you can store the value from your web service in the schemas attribute and then work with it. To make it work you just need to somehow get the needed value from the web server in the schema code. 

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Hi there! how are you? 

It would be very useful if processes can receive a JSON parameter type and be able to handle it as a JSON.

For example we have this JSON:

{

"ContentType" : "0",

"ShortNumber" : "50150",

}

we create the parameter Input as json type we can access the values in the business process as parameters for example Input.ContentType

I know that now there a some workaround (use string parameter and then read as JSON in a script task) but this new parameter type but this new type of parameter would speed up configuration times.

 

Thank you!

Regards.

1 comments

Hello Uriel,

 

Thank you for your idea!

We will create a request for our development team in order to bring this functionality in future releases.

 

Best regards,

Artem.

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Hi,

 

I need to know if a Read Task step in a business process has found records for the condition I am giving. Is there a Count function or a HasElements function that I can apply in a formula for a Conditional Flow in the process?



Thanks!

Ignacio.

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Hi Ignacio,

 

You can compare the Id found in the "Read data" element to Guid.Empty:

[#Read contact.First item of resulting collection.Id#] == Guid.Empty

in the conditional flow. This means that there were no records found by the "Read data" element.

 

Best regards,

Oscar

Thank you Oscar!

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I modified out Lead process and we don't use "nurturing" anymore. This works well for new leads.

When I copy a lead this new document is still placed in the "nurturing" stage. Which process do I have to modify to change this behaviour?

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Christian Waidner,

 

You can check here,

 

Thanks,

Sourav

Hello Christian,

 

Could you please clarify what you mean under "new document" and what actions are you doing before the Lead came to the "nurturing" stage?

 

Thank you in advance!

Hello Anastasiia!

 

Workflow:

Click on an existing lead in list view

Click "copy"

A new lead document ("new document") is being creating

This new document is in stage "nurturing" and I want it to be in a different stage.

Christian Waidner,

Anastasiia Stepanova,

Do you need any more explanation? Is there anything i can do to change the starting phase of a copied document?

Anastasiia Stepanova,

Reminder - are you still on it?

Christian Waidner,

 

If I understand correctly, you do not want to copy the DCM stage while copying the existing record, then you can try the following with the lookup used for DCM in the Object itself,

 

Thanks,

Sourav Kumar Samal

Sourav Kumar Samal,

The checkbox is unchecked for my field and I do not think that this will fix my problem.

 

This is the situation, I click on "copy" on an existing lead.

 

The resulting lead stage looks like this:

 

 

I do not have a "nurturing" stage in my lead stage anymore.

Christian Waidner,

 

Could you check what is the default value of the lookup value set in the object ?

 

Thanks,

Sourav

Sourav Kumar Samal,

If you can give me a hint how to find this in the system .... sure

Christian Waidner,

 

You can check here,

 

Thanks,

Sourav

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Hi Creatio Community

I have created a custom attachment object which is sitting in a detail.

While trying to use the "Process File" element in a business process, I am unable to see that "custom attachment object" in the "Which object to receive file from?" dropdown list.

I need to trigger a business process whenever a new file is added in that custom attachment object, and then use that file as an email attachment in the Send email element.

 

Can you help me figure out how can I read the files present in that custom attachment object in a business process?

 

Thank You.

 

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Hi Nisarg,

 

Please check this Marketplace solution. I believe it has the exact functionality you are looking for.

 

Best regards,

Bogdan 

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Hi All,

 

I have this peculiar case where in when I click on the Save button in Pre-Configured Page, it takes a while to save. In of the case, it doesn't save the page in a single-click and requires the end user to click on the Save button twice. 

The implication of this double-click is it creates some activities twice. Now this case occurs 1 in 10 times. If I try to send same set to data on that page and save it next time, it gets saved in a single click and there is no duplicate activities created. 

 

Kindly suggest way to troubleshoot it as while inspecting it in the page, there are no errors found relevant to this behaviour. Is this due to any performance lag? if so, how to confirm that?

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Landing pages can take a bit of time to save (sadly). This means that often users won't know that the form has been submitted and click the submit button again, which will cause a duplicate submission. You can add code to disable the button once clicked the first time so it can't be clicked again. 

Add something like this to the button, this will disable the button on the first click, then submit the form:

<input type="submit" value="Submit" onclick="this.disabled=true; this.value='Sending, please wait...'; this.form.submit();" />

Ryan

Thanks Ryan Farley for the suggestion.

 

Actually in this case, it is a Pre-Configured page and not a landing page. In this, if i set the save button as disabled, it would work making the end user not to click the Save Button twice but also I would also want the page to close this page and redirect back to the previous page. For some reason, it doesnt happen.

 

Anupama,

Ah, sorry about that, I had misread your post.

Do you have any console errors in dev tools when this occurs? 

Ryan

no Console errors

 

Hi Anupama,

Did you find the solution, I am facing the same issue in Freedom UI.

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Hello community,

 

Let’s say I have sent an email to a contact about a webinar. After some days I want to follow up  to this email. Is there a way to replyall or reply to that email instead of sending a different mail? The requirement is to have a single email thread instead of sending multiple emails about same thing. How can I achieve this through business process?

 

Thanks in advance!

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Hello Shivani,

 

Basically we don't have such functionality in our system. Alternatively, you can read the body of the letter that arrived (if it is available in the process) and, through the parameters, throw it into a new letter. It's essentially just working with parameters. 

 

Please also note that our core R&D department has a suggestion registered on their side to make possible send an email in single thread via business process in further releases. 

 

Thanks for the great idea!

 

Regards, 

 

Bogdan L.

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Hi everyone,

I have created a script task to create new records from a csv.

I am trying to implement a method to search the db for a matching record and then update it (in case it exists).

The second part (the 'else' part, it's working fine) 

Does anybody know how to filter and search a DB table? What am I getting wrong?

 

 

void saveLine(string line, int rowNumber){

    if(rowNumber!=0)

    {

        string lineFormatted = line.Replace("\"", "");

        string[] lineSplitted = lineFormatted.Split(',');

        var LRNMBL = lineSplitted[0];

        var LRRIGA = lineSplitted[1];

        var LRDTBL = lineSplitted[3];

        var LRCANA = lineSplitted[6];

        // Creation of query instance with "Contact" root schema. 

       

        // An EntitySchemaQuery instance that accesses the UsrTestFTPCall table of the database.

        var esq = new EntitySchemaQuery(UserConnection.EntitySchemaManager, "UsrVedniteTestate");

        

       

        // Adding columns to the query.

        esq.AddColumn("UsrLRNMBL");

        esq.AddColumn("UsrLRRIGA");

        esq.AddColumn("UsrLRDTBL");

        esq.AddColumn("UsrLRCANA");

        // Filter the query data. according to LRNMBL and 

        var esqFirstFilter = esq.createColumnFilterWithParameters(Terrasoft.ComparisonType.EQUAL,"UsrLRNMBL", LRNMBL);

        var esqSecondFilter = esq.createColumnFilterWithParameters(Terrasoft.ComparisonType.EQUAL,"UsrLRRIGA", LRRIGA);

        

        esq.filters.logicalOperation = Terrasoft.LogicalOperatorType.AND;

        

        esq.filters.add("esqFirstFilter", esqFirstFilter);

        //esq.Filters.Add(esqSecondFilter);

          

      

        // Get the result of the query.

        var entities = esq.GetEntityCollection(UserConnection);

        // If the data is received.

        if (entities.Count > 0)//Record exists in the db --> update

        {

           var recordToUpd = entities[0];

           recordToUpd.SetColumnValue("UsrLRNMBL", LRNMBL);

           recordToUpd.SetColumnValue("UsrLRRIGA", LRRIGA);

           recordToUpd.SetColumnValue("UsrLRDTBL", LRDTBL);

           recordToUpd.SetColumnValue("UsrLRCANA", LRCANA);

        }

        else 

        {

            //the record doesn't exist --> Create one

               var TestObj = UserConnection.EntitySchemaManager.GetInstanceByName("UsrTestFTPCall").CreateEntity(UserConnection);

            //access the data position and assign it to its column

            TestObj.SetDefColumnValues();

            //Associate new column values to old Col values

            TestObj.SetColumnValue("UsrName", rowNumber.ToString());

            TestObj.SetColumnValue("UsrLRNMBL", LRNMBL);//riferimento testata di vendita

            TestObj.SetColumnValue("UsrLRRIGA", LRRIGA);//riferimento riga all'interno della stessa vendita

            TestObj.SetColumnValue("UsrLRDTBL", LRDTBL);

            TestObj.SetColumnValue("UsrLRCANA", LRCANA);

            TestObj.Save();

           }

    }

}

 

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Hello,

I don't see anywhere in the code where you're saving the updates made to the entity in recordToUpd. Try adding the following to have it save the values in the database:

recordToUpd.UpdateInDB();

Ryan

Hello Federica,



Yes, try to add the method that Ryan recommended you. It will help to resolve the issue.



Best Regards,

Tetiana

Hi Ryan,

 

The problem is to access and filter records in the db.

That part of the script ain't working.

Hi Tetiana Bakai,

The main issue atm lays in the filtering and db-access part.

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