Hello,

From the configured 8x page, you can pass parameter values to the process. In this case, in the Member.

You can see how to wire up a code to respond to a field change here:

https://customerfx.com/article/responding-to-an-event-when-a-field-is-c…

As far as getting and setting the values, this article will show you how to do that: 

https://customerfx.com/article/reading-and-setting-field-values-via-cod…

Ryan

Ryan Farley,

Thank you, I will give it a try.

Ryan Farley,

How can I achieve the same requiremet, but for the fields that are inside a detail with editable list?

Thank you in advance.

Best Regards,

Pedro Pinheiro

Hi Edo,

I've not tested this yet, but wanted to mention for you to try. That button does have an attribute that controls its visibility. The attribute is "IsProcessButtonVisible". The attribute, and populating of the menu items is done in the mixin "ProcessEntryPointUtilities". You can override the function "fillRunProcessButtonMenu" on BasePageV2 (or which ever specific page you want to do this on). Something like this: 

fillRunProcessButtonMenu: function() {
    if (UserIsSupervisor) {
        // call base function to populate menu and set visible
        this.mixins.ProcessEntryPointUtilities.fillRunProcessButtonMenu.apply(this, arguments);
    }
    else {
        // do nothing except ensure button not visible
        this.set("IsProcessButtonVisible", false);
    }
}

Again, I've not tested that, but I believe it would work.

Ryan

Ryan Farley,

Thank you very much!

This is exactly what I was looking for and is working great 😁

Dear Diana,

Thanks for your question.

To have a pop-up windows element in business processes you can use the following marketplace solution: 

https://marketplace.creatio.com/template/popup-element-business-process…

Hope this recommendation is helpful to you!

Best regards,

Anastasiia

Hi!

This add-on doesn't work, that's why I want to add the pop-up through code

Ghiu Diana Stefania,

You can refer the following article to understand the logic of how to send websocket message from a process script task and receive the message on the client side.

Add message publication logic through WebSocket

Hope this helps.

Regards,

Sourav

Hello,

Can you please give us more details on what logic exactly you are trying to achieve?

Best regards,

Mira

Mira Dmitruk,

Hi!

I created a custom button on the Lead page. In the Lead I had a process that runs manually when pressing the "Run Process" button. I want to move this process to start when clicking my custom button.

I tried to use this but it doesn't do anything:

onOpenGroupSearchClick: function() {

                //this.showInformationDialog();

                

                var args = {

                    // The name of the process that needs to be launched.

                    sysProcessName: "LeadGroupSearch"

                };

                // Launch of the custom business process.

                ProcessModuleUtilities.executeProcess(args);

            },

But clicking the button works. You can see that I added a pop-up and it appears. The problem is that the process doesn't start.

In the "Run Process" I have to start the process when the LeadId is read. Should I add this to the code?

Thank you!

Ghiu Diana Stefania,

This article shows how to start a process from client-side code: 

https://customerfx.com/article/programmatically-starting-a-process-from…

Ryan

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

Hi,

I don't really understand what you mean by putting the name of the button, but, if you want to hide you need to find it in the diff section of the page where your button is located and add to it a parameter "visible", as shown on your code.

This parameter is bound to a method "ButtonVisible" and in it, you can return true or false based on the needed condition.

Dmytro Vovchenko,

Thank you! You're right. But I have one problem, I can't find my button in diff. It is a run process button. I searched for this type of button in other sections also, but I can't find it there also. I don't know if process buttons are made differently.

In that case, can you please show the button you are talking about?

This one: (Run process)

Ghiu Diana Stefania,

With this button you can simply add to diff of the needed page this statement:

			{
				"operation": "merge",
				"name": "ProcessButton",
				"values": {
					"visible": false
				}
			},

Or instead:

"visible": {bindTo: "ButtonVisible"},

Small remark, this button is not your average one, so probably the best way is to bind the visible parameter to a method. In this method return true or false based on your condition.

It still doesn't work

Try opening your record page and refresh it with F5, I bet that the button will disappear. As I said, this button is pretty special. First of all, its realization is buried somewhere in the base page logic and if it is displayed on any section then it will be shown on both section and record pages. When you are opening the record page from the section than the system will remember some aspects from the section page, which includes the values of this button. In that case, try adding the same diff to the section page as well. Also, this button will disappear by itself if you don't have any business-processes attached to the section.

Dmytro Vovchenko,

I made it work to hide it but I need to put a condition also.  If I put it in methods it does nothing. I can only make the button visible or invisible. Do you have any idea?

As I said, you need to bind the parameter "visible" to a method and in that method write a condition that will return true or false.

"visible": { bindTo: "isVisible" }

isVisible: function() {

             if ( ---- )  

                     return true;

             return false;

}

Note, this must be present on both pages.

If this won't work, then I believe with the current logic of this button it would be impossible to hide it with your conditions (or this task will require a lot of modifications of base logic, and I'm not sure it is worth it)

Solved like this: 

methods: {
			prepareResponseCollectionItem: function(item) {
				var account = item.$Account && item.$Account.value; 
				debugger;
				if(account){
					item.customStyle = {
						"display":"none"
					}
				}
			}
		},

If you'd like to filter out the record, rather than just hide them, you can filter the detail using a filter method. I have outlined how to do that here: https://customerfx.com/article/filtering-a-detail-list-in-creatio-forme…

Ryan

Thank you Ryan!

Hello Jonathan,

Hope you're doing well.

For the task, you have described the auto-numbering logic should be moved to the object level, so the user will receive the appropriate number after saving that record. First of all, you can try to replace the method in JS responsible for auto-numbering entries on the page. Also as an option, there can be created the SQL trigger for new records.

Additionally, for your business task, you can try to use the "Numerator for Creatio" add-on. Using this addon the system will form the number automatically according to your own preferences and settings.

Best regards,

Roman

Roman Rak,

Thanks a lot for your answer.

How could I change the auto-numbering logic to be moved to the object level so that the user will receive the appropriate number only after saving that record and not when creating a new record ? 

I'm new to the dev side in Creatio, sorry for that. In a normal code situation, I could just compare if the UsrCode already exists in my opportunites and if it already exists I don't increment the UsrCode. But how to do that with objects in Creatio ? An example could be really useful. 

Why would I need to replace the method in JS for auto-numbering entries on the page ? Why could it be useful in my case ?

I basically only need to add the Code number and increment it only if the user saves the record, otherwise I don't want to increment it. Isn't there a method like "this.isAddMode" for the "Cancel" button ? (like if(this.cancel) { do something } or, with the same logic, this.save ?

If you have a coding solution with some examples to help me out I would be grateful :)

Thanks !

Jonathan,

Thank you for your reply.

Please check the following Community posts it might cover your questions:

• https://community.creatio.com/questions/question-about-auto-numbering-c…
• https://community.creatio.com/questions/unable-implement-auto-increment…
• https://community.creatio.com/questions/auto-numbering-custom-section
• https://community.creatio.com/questions/auto-increment-numbering

Also, please try to use this  "Numerator for Creatio" add-on, and in case it doesn't fit your business task requirements, don't hesitate to contact us.

Best regards,

Roman

Roman Rak,

I'm trying to use the "Numerator for Creatio" add-on and it is really great ! However I encounter the same problem as before, when a user cancels the opportunity it continues to increment the number.

Furthermore, if you look at this screenshot :

I want that my text field "SOT-" to be static, but my "Sequence number" field to be dynamic and it must auto-increment every time a user saves the opportunity. Furthermore, why does the sequence number start at "00012" and not "00000" ? Any suggestion ?

Thanks really a lot for the help you are providing ! :)

Hello Jonathan,

About the questions related to the  "Numerator for Creatio" add-on it's better to contact the responsible support team (their support team's mailbox: support@samarasoft.com).

And coming back to the previous quesion on how to move the auto-numbering logic the object level: for that you can try to create an event in the needed object which will be saved according to your configurations, for example, it's event of saving the record. For that you need to go to Advanced settings and find the needed object, then open it and go to the "Events" item and add the needed event there:

In your task it should be "After Record Saved" (OpportunitySaved). Than you need to save changes (click "Save" button) and in the same object click the "Open Process" item (on the top bar). After the process designer will be opened you will be able to create a process which will be triggered by the newly created event (in our example, when the Opportunity record will be saved). For that you need to add the "Event sub-process" element and set Message as OpportunitySaved (your event).

Once it's done you can add the script task/code which is responsible for  auto-incrementing logic:

So after that, the object process  will be triggered every time after the Opportunity record was saved and your custom code will assign the needed number to that record. 

More useful infromation can be found in our Academy in the links below:

• https://academy.creatio.com/docs/developer/development_tools/developmen…
• https://academy.creatio.com/docs/user/bpm_tools/process_elements_refere…
• https://academy.creatio.com/docs/user/bpm_tools/process_elements_refere…
• https://academy.creatio.com/docs/user/bpm_tools/process_elements_refere…

Kind regards,

Roman

Roman Rak,

You reply is just awesome. Really. It will help me with more than a problem for the implementation of future things ! It's really smart to do a sub-process with a script so that the script is triggered only when a certain action is done.

Last question, in the script code task, how could I implement the same logic ? I can't get the value of the "UsrCode" field for instance or I can't use the this.getIncrementCode method because i'm not overriding the Terrasoft.BasePageV2 getIncrementCode method. I can't add a field to read the data too to get my UsrCode. How can I get all these values to implement my auto-incrementation logic ?

Thanks a lot for your advices !

string name = string.Empty;
string email = string.Empty;
Guid RecordId = Guid.Empty;
 
/**
 * This approach should not be used in production
 * Please create process parameters and set values with standard tools (i.e. Formula)
 * ReadDataUserTask1 is the Code of "Read One Contact" element
 */
var re = context.Process.FindFlowElementByName("ReadDataUserTask1").GetPropertyValue("ResultEntity");
 
if (re.TryGetPropertyValue("Email", out object _email))
{
	email = _email.ToString();
}
 
if (re.TryGetPropertyValue("Name", out object _name))
{
	name = _name.ToString();
}
 
if (re.TryGetPropertyValue("Id", out object _id))
{
	if(Guid.TryParse(_id.ToString(), out Guid Id))
	{
		RecordId = Id;
	}
}
 
//Set values to process parameters
Set<string>("Name", name);
Set<string>("Email", email);
Set<Guid>("RecordId", RecordId);
 
return true;

Kirill Krylov CPA,

Hi Kirill,

I don't understand you code.

So if shouldn't use this code in production.

what should I do?

I don't manage to get the values from ResultEntry.

Thanks,

Raz

Kirill Krylov CPA,

Your code is exactly what I need if I don't want to use "get a set of records" and if I don't what to use the "Formula" process element.

Why not to use it in production?