Hi community !

 

I wanted to implement an auto-incrementing "Code" field for the "Opportunity" section. I managed to do so following the documentation (https://academy.creatio.com/documents/technic-sdk/7-16/how-add-auto-num…). I just have a problem that I can't solve right now, everything works but when the Client create a new opportunity and then cancels it (clicks on the button "Cancel" and tries to add a new opportunity again, the auto-incrementation is done but I don't want so. I want that the Code increments only if the opportunity related to the previous code already exists in the "Opportunity" section.

 

Here is my actual code :

 

 

Hope my explaniations are clear enough !

 

Thanks for your help :)

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Best reply

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:

Kind regards,

Roman

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:

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:

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 !

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Hi,

 

I have a business process where I need to read the read element values in a script task.

When the read element is set to "read a collection of records" I'm using the following code:

var AccountsData = Get<ICompositeObjectList<ICompositeObject>>("ReadDataUserTask12.ResultCompositeObjectList");
var AccountData = AccountsData.First();

var AccountAddress="";
AccountData.TryGetValue<string>("Address", out AccountAddress);

 

What change do I need to do when the read element is set to "read the first record"?

 

Thanks,

Raz

 

 

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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&lt;string&gt;("Name", name);
Set&lt;string&gt;("Email", email);
Set&lt;Guid&gt;("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?

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Hi,

I'm looking for an example code of using the aspose pdf libraries inside creatio's code.

Thanks,

Raz

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Are we talking about this Marketplace add-on? https://marketplace.creatio.com/app/asposepdf-connector-creatio

 

Did you read the Installation > Guides and manualsRead Manuals on the marketplace page?

1. Register at Aspose.PDF service (https://products.aspose.cloud/pdf/net), add an application (My Apps> Add an App), get access keys (Client Secret, Client ID).

2. Fill in the system settings "Aspose API Access Key" (= Client Secret) and "Aspose Security Identifier (App SID)" (= Client ID) with the data from item 1, respectively. Logout and login to the Creatio app again.

3. Go to System Designer > Lookups > the ‘Printables’ lookup, select the printable, and open the printable setup page, select the ‘Convert to PDF’ checkbox and save changes. Note that the ‘Convert to PDF’ checkbox is available only on the printable setup page in the new UI.

4. The add-on shows an error message if a printable conversion fails on the Aspose side (Aspose service is unavailable, service access is not paid, etc.). Detailed error description is available in the browser console.

What sort of code do you need?

Julius,

Hi Julius,

 

Yes, I'm taking about this addon.

The thing is that this connector only allows me to create a pdf document.

I want to merge 2 pdf documents to 1.

So I thought about using the aspose cloud API SDK for .Net.

 

I've read in the academy that I can include external libraries, so I've been thinking using aspose libraries to do so.

 

So my question is related to the usage of aspose API SDK Libraries in creatio.

 

Raz

Hi Raz,

 

You can find an example of the Aspose API library call from Creatio in the 'AsposeCloud' package. Additional information on Aspose API SDK is available here - https://products.aspose.cloud/pdf/net.

 

Hope it helps.

Svetlana Kobizka,

Hi Svetlana,

 

Thank you very much for the reply.

I managed to find the AsposeCloud :)

 

The thing is that when I download the Apospe dll the libraries are different.

 

I need to use the service to merge documents, but it's not working.

 

I attached the code and the library that I'm using.

 

I appreciate if you could assist me

 

https://www.dropbox.com/s/2lplgni2wsi5piy/Aspose.PDF.dll?dl=0

 

This is the code

PdfApi api = new PdfApi("11d276990520041f6cda09531e25aabb", "9568f0a0-cf77-4836-97d2-fd1389338080");

 

Hi Raz,

 

The responsible team checked that the Aspose connector uses Aspose.Words.Cloud.Sdk.dll, which does not include the method that you need. You can find the description of the .Pages.Add() method that you need here: https://docs.aspose.com/pdf/net/merge-pdf-documents. Please install the required library and follow the Aspose official guidelines.

 

We have asked the team about possible development assistance, unfortunately, they cannot assist.

Why don't you just make an extra printable template for this purpose?
A printable template which includes all the pages you need

Julius,

What do you mean by "extra printable"?

I need the two printables merged together in the same document.

Alexander Demidov,

Hi,

 

Thank you very much for the detailed answer.

All the documentation that I've found about merging files through the Aspose Words Cloud eventually needs a directory to put the file.

Or in the other way a filestream to create the file from and I can't do that, because my creatio  application is a cloud base.

Am I missing something?

Hi Raz,

 

I have forwarded your question to the relevant team. We will get back to you once we have more information.

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