Hi Team,

 

I have deleted on Column from the backend and published the object, but on the frontend when I am trying to create and save a new record, a message displayed that no null value allowed in that column (which I already deleted from backend)

 

Below is the error message when I try to save new record -

 

Below is when I try to search Column "Usrave" (I already deleted) in the object - 

 

I tried to Generate the source code and the compiling the applicaiton but it doesn't work.

 

Please help here.

 

Thanks.

 

 

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hi Akshit,

Please check this link Foreign Key Violation to find out where are all the places the column is being referred.

And make sure to check is there any trigger is created for table dbo.FinAppliation (With the column name) UsrSave. In that case delete the invalid triggers that uses the 'Column name of table which is deleted from DB'.

BR,
Bhoobalan Palanivelu.

 

Bhoobalan Palanivelu,

Thanks Brother :)

 

I resolved this by changing this column "Nullable" property = True and then Dropping the column from the table using SQL executor console.

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Hi Team,

We have a use case, in which we built out the 2 case lifecycle in the Lead Section.

Ref Image,

And we have deactivated the OOTB case lifecycle. This DCM process built out of new column known as ("Lead Flow Status").

When we export this package and import in new environment. The existing Case, Column to build the stage, Column determines which case case to be used - all the things are not updated.

Ref Image,

My use case is to build it out of new lookup column("Lead Flow Status"). And DCM flow changes based on new column ("Current Stage"). This need to be reflected in my proceeding environments.

Can you let me know any data Bind need to be done to deactivate the existing case and update other two fields. Or write any scripts for it ?

Best Regards,
Adharsh S

 

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Hi Adharsh,

 

you can try such a script, just use names of DCM you want to deactivate:

Update "SysSchemaProperty"
Set "Value" = false
WHERE 
    ("SysSchemaId" IN
        (SELECT s."Id" 
        FROM  "SysSchema" s 
        WHERE s."Name" IN ('DocumentCase','ContractCase')
    )

​​​​​​​Kind regards,

Vladimir

Vladimir Sokolov,

I could see 6-8 records when we run the query. As "SysSchemaProperty" contains many records for each SysSchemaId of different properties. Which column should be updated to "False".

Also I have attached below the image for reference which is the query result of deactivated DCM Case in local development environment. I could not able to find any column with value as "False".

Image -1 : "Result query of deactivated 'LeadCase' DCM"

 

Image-2: "Result query of newly activated 'LeadFlowCase' DCM"

Result of both queries seems to be similar. Not major difference. Initially I thought, Enabled property defines the Active/InActive state of DCM case. But in this case both values are True.

Kindly help us with it.

Best Regards,
Adharsh S

Adharsh writes:

Yes, you are rights. Enabled property should be set to false.  

... AND "Name"='Enabled'

But I don't know why they both are Enabled if one of them is deactivated.

Also I see in our project, that Enabled property for LeadCase didn't exist in production enviroment, so script just adds new one:

INSERT INTO "SysSchemaUserProperty"
("Id","Name","Value","SysSchemaId")
VALUES 
('0a16d853-9e01-4544-8a6f-3ebde5d3bbed','Enabled',false,'4944ebb5-1881-46a9-85df-b93d092424ad')
ON CONFLICT DO NOTHING

Vladimir Sokolov,

Thanks for it. I am able to deactivate the existing OOTB - Lead case stages. But the columns "Which column to build the stages by?" and "Which column determines which case to use with a record?" are not updating, Retains the same state. 

Ref Image,

Kindly help us, how to update these values! Am I missing any other thing?

Best Regards,
Adharsh S

Adharsh,

You should find SysDcmSettings in bound data (the easiet way to to find by Modified On date) and set 'Forced update' for column Filters. 
I think it can help

 

Kind regards,

Vladimir

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Hello Creatio Team,

What is the Creatio availability verification refered to ? (printscreen below)

How can I fix it ? Is it some sort of extra Configuration? This has only happened in the 8.0.2 version.

Regards

Petrika

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Hello,

 

We see that you have also registered a case directly for our Support team and we are already working on it so we will update you on the problem in that case.

 

Regards,

Mira

Hi,

 

we also experience the same problem with an on-premise installation in version 8.0.3.

 

Is there already a solution available?

 

Thanks,

Robert

Robert Pordes,

 

We kindly recommend updating the Email Listener service to resolve the error of verification on the diagnostic page.
Could you provide us with the information on where you deployed for the Email Listener service (Kubernetes or Docker)?

Also you are adding gmail mailbox to the system and it require a few additional steps due to Google security policy.
There are 2 possible ways to add the mailbox to the system:
1. Enable 2-Step Verification for the mailbox, generate the App password from the appropriate Google account and add the mailbox to the system.
2. If you are using Gsuite, you can configure your own app on the Google's side for authorization through the Oauth.

1. Using the App password.
There is a need to perform the below steps:

1) Create a copy of the mailbox provider GMail
2) Disable the system setting with code "UseGoogleSharedApplication"
3) Created password for the external programs on the GMail's side as described here: https://support.google.com/accounts/answer/185833?hl=en
4) Use password from p.3 while adding the mailbox with the help of copy of the mailbox provider from p.1. 
Login and password for the mailbox will be used inside Creatio system, not GMail. 

2. Create your own program on the Gsuite side.
It's a bit more complex variant, as there will be a need to perform the corresponding setting both through Gsuite and in the app.

1. Please perform the setting on the Gsuite's side as described here: 
https://academy.creatio.com/docs/user/setup_and_administration/base_integrations/google_mail_contacts_and_calendar/register_with_google_workspace/register_creatio_application_in_gsuite
In p.5 you need to choose "Gmail API" and complete the settings on receiving ClientId and Client Secret.
2. Populate the values for the mailbox provided with the received keys in "OAUTH2.0" type of authorization. 

Best regards,
Bogdan

Hi Community!

 

We have solved this issue, by using the new version of the docker image called emaillistener (bpmonline/emaillistener Tags | Docker Hub)

 

This has to be changed in the docker-compose file for the ListenerAPI and ListenerWorker service.

Another change is the port mapping for the ListenerAPI. It has to be 10000:8080 instead of 10000:80.

 

Also, there is an error in the definitions.json file, which is used in the rabbitMQ container. The vhosts part has to look like this:

"vhosts": [
    {
      "name": "/"
    },
    {
      "name": "ELhost"
    }
  ]

I have created a case and Creatio promised to update the academy article accordingly.

 

BR,

Robert

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Hello Creatio team,

I manage to give access for ( Operations and Records )to this specific object from the Configuration.

Even though these changes are not reflected as can be seen in the printscreen below:

How can i overcome this problem ?

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Hello,

 

As we mentioned in the submitted case to support, we do not recommend you manually check those boxes, to properly add them please follow the steps below:

  1. In the object, permissions section add your restrictions
  2. The system will create a "copy" of the object you are working on in the current package as a reference to the original object
  3. In that copy, you will see the checkboxes checked for the chosen options from object permissions.

Please make sure to set the "Current Package" system setting to the one you are developing in.

For further questions please refer to your support case.

 

Thank you.

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Hello Creatio Community,

This happens in the Application Section. When i fill in the product terms and try to save the Application this pop up is shown. Meanwhile the object SysFinApplicationSpecRight doesnt exist at all in the database. How can I fix this problem ?

Regards

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Printscreen of Error Logs

 

Managed to solve the problem by re-compiling FinApplicationSpec

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Hi Team,

The requirement is to implement the Opportunity metrics container, like (Manager Mood, Probability) in the lead section based on some condition as (Lookup value - changes to "Opportunity") to the instance of version 8 and above.

Reference image is added below,

In the latest version we don't have this similar UI rather its updated to latest one in opportunity Section as below,

I have identified the code for the above metrics from base  file "Base Opportunity edit page" as shown below,

 

{
				"operation": "merge",
				"parentName": "ProfileContainer",
				"propertyName": "items",
				"name": "MetricsContainer",
				"values": {
					"layout": {"column": 0, "row": 0, "colSpan": 24},
					"itemType": Terrasoft.ViewItemType.CONTAINER,
					"classes": {"wrapClassName": ["ts-metrics-container"]},
					"items": [],
					"visible": true//{"bindTo": "isMetricsContainerVisible"}
				}
			},
			{
				"operation": "merge",
				"parentName": "MetricsContainer",
				"propertyName": "items",
				"name": "MoodContainer",
				"values": {
					"items": [],
					"itemType": this.Terrasoft.ViewItemType.CONTAINER,
					"classes": {"wrapClassName": ["ts-metric-item", "ts-mood-container"]}
				}
			},
			{
				"operation": "merge",
				"parentName": "MoodContainer",
				"propertyName": "items",
				"name": "OpportunityMood",
				"values": {
					"generator": "ImageListGenerator.generateImageList",
					"bindTo": "Mood",
					"id": "MoodImageList",
					"schemaName": "OpportunityMood",
					"schemaColumn": "Image",
					"caption": {"bindTo": "Resources.Strings.MoodListCaption"},
					"controlConfig": {
						"wrapClasses": ["opportunity-mood-image-list image-list"],
						"modalBoxClasses": ["opportunity-mood-image-list"]
					},
					"markerValue": "OpportunityMood",
					"tips": []
				},
				"alias": {
					"name": "Mood",
					"excludeProperties": ["layout"],
					"excludeOperations": ["remove", "move"]
				}
			},
			{
				"operation": "merge",
				"parentName": "OpportunityMood",
				"propertyName": "tips",
				"name": "MoodTip",
				"values": {
					"content": {"bindTo": "Resources.Strings.MoodTip"}
				}
			},
			{
				"operation": "merge",
				"parentName": "MoodContainer",
				"propertyName": "items",
				"name": "MoodCaption",
				"values": {
					"itemType": Terrasoft.ViewItemType.LABEL,
					"caption": {"bindTo": "Resources.Strings.MoodCaption"},
					"classes": {"labelClass": ["ts-metric-item-caption"]}
				}
			},

When I tried to implement in the current package with the file "OpportunitypageV2", I am facing the below error.

Kindly help me in figuring out the code that has to be included, so as to implement the metrics in Lead section.

Regards,
Adharsh S

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Adharsh,

Hi,

Take a look at this conversation, there you will find a discussion about the problem you are struggling with.

Hello, 

Please take a look at this conversation. I believe there you can find answer to your question.

Dmytro Vovchenko,

I have looked into to the code which is shared in the post. And also looked into the BaseOpportunityPage to implement other functionalities such as Probability, Days in Funnel in Leads section as you see below,

But I am unable to implement the Manager's Mood functionality. When I click on manager Mood, there is no event getting triggered, no error in console. I have looked through complete base opportunity page, unable to find its functional implementations. 
Can you help me in finding the right code to fit it to implement this feature.

Regards & Thanks,
Adharsh S
 

Hi Creatio Team,

Can you help me in figuring out the above scenario ?

Regards,
Adharsh S

Adharsh,

Hi,

Take a look at this conversation, there you will find a discussion about the problem you are struggling with.

Dmytro Vovchenko,

Thanks

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When we try to send an email directly from the contact's 360 view, the default email signature gets removed when a template is selected. Is this an out of the box feature? How to make the signature remain at the bottom even when a template is selected as the body of the email?

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Hello Suman,

 

We investigated this behaviour and currently, the system behaves correctly since you can add a macro in the signature so it could fit the template or depend on some value.

I informed our R&D department about this case so they could consider enhancing the following functionality in the upcoming releases.

Best regards,
Bogdan

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Hi Team,

 

We are trying to add a new field and as well as make few fields mandatory in one of the edit page [Specify information that is required for proceeding to handoff] in the Lead section when we move from the handoff to sales to awaiting sales stage. [Specify information that is required for proceeding to handoff.png]

 

The edit page is added in the OOTB process [Handoff to sales 7.8.0 (Lead Finance)] and when we try to open the page designer “Translation result page” it open the source code page instead of the edit page [designer]. 

 

IS there way were we can open the “Translation result page” edit page, so that we can make the opportunity owner mandatory and add additional field or can you tell us how we can add a source code for making the field mandatory and add another field in the source code.

 

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Hi Team,

 

Response time and resolution time is filled in based on the combination of case category, service type and service but when the cases are created via email only the case category is filled in and an email is sent to the customer without resolution time.

Is there a setting were we can set a resolution time only with the case category?

 

 

Regards,

Mayan

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Hello Amritha,

 

In order to change how resolution time is calculated please go to system designer -> Lookup -> Case deadline calculation schemas.

 

In there, you are able to choose one of the default options (one of which will suit your demand and is called "By service") or create your own rules.

To read more about resolution time calculation please refer to the academy article here.

 

Thank you,

Artem.

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Dear Team,

We are facing an issue with the access rights for the records in the contact and account. By default, in the object permission for the contact and account, all the access are provided to the system admin and all employees and later had added the portal user in the operational permission and along with few organization roles and had provided the access as shown in the attached screenshot [Object_Permission.png] for both contact and account 

 

 As the portal user was not able to view the record even though the access was provided, we did disable the use operation permission and updated the record permission by doing that all the access for the record was removed. 

 

Later, again we enabled the use operation permission and updated the record permission, but the access wasn’t provided to the records which was removed from the previous step [Record.png]

 

There are more than 1 Lakh record in both the section, how can we provide back the access to all the records from the object permission?

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Hello Amritha,

 

We already have a support ticket regarding this issue.

Please refer to your case regarding this issue.

 

Thank you,

Artem.

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