I am currently developing an application where I need to add a "Sync Data" button to both the Accounts and Contacts sections. This button will trigger a Business Process that needs to work dynamically based on the context from which it is called.
 

The key requirement is to use a single, common Business Process for both Accounts and Contacts. In this process, I need to determine whether the button was clicked from the context of Accounts or Contacts, so the appropriate actions can be taken accordingly.
 

I understand that creating separate Business Processes for Accounts and Contacts could achieve this, but my goal is to have a unified process or function that can be reused across multiple entities.
 

I would greatly appreciate any guidance or suggestions on how to implement this in Creatio.

Thank you in advance for your assistance!

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Create a boolean parameter "IsContact"(it's just an example, you could create any parameter ) and pass true if the button is clicked on contact page and false if it's clicked in any other place 

Create a boolean parameter "IsContact"(it's just an example, you could create any parameter ) and pass true if the button is clicked on contact page and false if it's clicked in any other place 

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I have a button on a detail that I want to use to filter the records in the said detail upon clicking it. The Apply filter option doesn't seem to be there. Quick filters seem to be working for a section but not on a detail. 

 

Anyone knows a possible solution ?

 

Regards,

Abilash

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hi Abilash,



Have you checked by refreshing the page?

Did you debug to see the execution of the Detail button event?



If the execution of the event is successful, then Grid data must be refreshed and published by applying the latest filter data.

(OR)

It is possible to implement the quick filter module following this article https://academy.creatio.com/documents/technic-sdk/7-13/adding-quick-filter-block-section





BR,

Bhoobalan Palanivelu

Hi Bhoobalan Palanivelu,

 

Thanks for your reply.

 

First part of your question, applying the filter on the detail upon clicking the button is the issue for me.  As for the second part, I've tried implementing the quick filter on the detail but to no avail. It's not throwing an error but nor am I getting the required output.

 

Regards,

Abilash.S

 

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