Hi all,

please advise me how to disable immediate qualification after my transition to Qualification stage.

My case:

1. Lead case was customized. The first stage is 'New'.

2. Create new lead, current stage is 'New' 

3. Transition to 'Qualification' manually

4. Immediate qualification occurs

 

BR,

Valery

 

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Hello Valery,

 

The qualification stage is used to check the completeness of information about a contact or an account to which the lead is linked. This stage starts after the lead information has been saved.

If the available information is sufficient for further work on the lead, qualify the lead without opening the record page. To do this, select the record in the list and click [ Qualify ].



The following instructions can help you to achieve the result you are looking for: 

How to change the standard lead management process? How do I add or modify process stages?

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Hi all,

 

please advise me how to disable lead immediate qualification after transition to Qualification stage ?

Please have a look my lead case in attachment.

 

File attachments
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Hello Valery,

 

The qualification stage is used to check the completeness of information about a contact or an account to which the lead is linked. This stage starts after the lead information has been saved.

If the available information is sufficient for further work on the lead, qualify the lead without opening the record page. To do this, select the record in the list and click [ Qualify ].



The following instructions can help you to achieve the result you are looking for: 

How to change the standard lead management process? How do I add or modify process stages?

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Hello community,

 

Is it possible to remove records adding in a specific detail when the main object is in a specific stage?

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Hello,

 

Add the following code in the page schema of main object under methods:

isDetailEnabled: function(detailName) {
        var DCMStage = this.get("UsrDCMLookup").displayValue;   
	if (detailName === "ExampleDetail") {
		if(DCMStage === "Approved"){
                    return false;       //Disable the "+" button
                }
                else{
                    return true;        //Enable the "+" button
                }
	}
	return this.callParent(arguments);
}

 

Regards,

Sourav

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Hello community,

 

I am trying to implement a service for portal and system users using the documentation in https://academy.creatio.com/docs/8-0/developer/application_components/portal/self_service_portal/overview

 

The service has the following code:

using Terrasoft.Web.Common;
using Terrasoft.Web.Common.ServiceRouting;
 
[ServiceContract]
[DefaultServiceRoute]
[SspServiceRoute]
[AspNetCompatibilityRequirements(RequirementsMode = AspNetCompatibilityRequirementsMode.Required)]
public class Service1 : BaseService
{ 
       //Code
}

For system users the service works fine but when I try to access the service from postman authenticated as a portal user I get the following message : "IS 10.0 Detailed Error - 403.0 - Access to non-SSP API is denied for portal users" with 403 status code. Is something that I am missing in the service implementation or in web.config?

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Hello!

 

Ensure that you add the /ssp prefix to the route when making a request as a portal user.

A feature called "EnableCustomPrefixRouteApi" enables web services custom routing and restricts SSP user access services without the /ssp prefix.

In order to enable it you need to run the following script in the database:

 

INSERT INTO AdminUnitFeatureState (SysAdminUnitId,FeatureState,FeatureId)

VALUES ('720B771C-E7A7-4F31-9CFB-52CD21C3739F',1,'17ED5BE9-CA87-42A4-A761-3466DBABF925')

 

Another feature called "UsePortalDataService" divides services into the portal and non-portal ones. To enable it run the following script:

 

INSERT INTO AdminUnitFeatureState (id, SysAdminUnitId, FeatureState, FeatureId)

VALUES (newid(), '720B771C-E7A7-4F31-9CFB-52CD21C3739F', 1, '45D7102E-42D5-4E61-ADF8-77F00CD2F3E8')

 

So make sure you are using the /ssp prefix and both features are active in the system.

 

Best regards,

Max.

We also suggest replacing 

[DefaultServiceRoute]
[SspServiceRoute]

with

 

[DefaultServiceRoute, SspServiceRoute]

 

Best regards,

Max.

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Hello community,

 

I am using perform task inside section cases. The task updates the entity stage. After the stage is updated from the task I want to catch this event and reload the entity from the client side. I tried using the following approach but nothing happens

"Stage": {
				dependencies: [
					{
						columns: ["Stage"],
						methodName: "onChangeStage"
					}
				]
			}

The below script is called only when the stage is updated directly from the client side and not from a task or a business process. Is there a way to catch this event from the client side?

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Since the automatic changing of a stage happens outside of the context of a page, you won't receive any events from the change on the page itself. 

The only option is to either use a process, entity subprocess or entity event listener class (and starts with a signal of case modified in stage field) and if it's changed to the appropriate stage you send a signal to the client. You can see how to send a message from the server (such as from a process) to the client here: https://customerfx.com/article/sending-a-message-from-server-side-c-to-…

You'll add code to the page to listen for this message and then reloadEntity to refresh the page. 

BTW, if you want to use an entity event listener class instead of a process, I've outlined how to do that here https://customerfx.com/article/adding-code-to-listen-for-entity-events-… although using a process is quick and easy.

Ryan

Since the automatic changing of a stage happens outside of the context of a page, you won't receive any events from the change on the page itself. 

The only option is to either use a process, entity subprocess or entity event listener class (and starts with a signal of case modified in stage field) and if it's changed to the appropriate stage you send a signal to the client. You can see how to send a message from the server (such as from a process) to the client here: https://customerfx.com/article/sending-a-message-from-server-side-c-to-…

You'll add code to the page to listen for this message and then reloadEntity to refresh the page. 

BTW, if you want to use an entity event listener class instead of a process, I've outlined how to do that here https://customerfx.com/article/adding-code-to-listen-for-entity-events-… although using a process is quick and easy.

Ryan

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Dear Devlabs,

 

which version of IBM messaging queue is supported by the adapter from marketplace?

 

BR

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Hello Valery,

 

Could you please elaborate on your question?

Please describe the desired result after receiving the requested information.

 

Thank you,

Artem.

Hi Artem,

 

thank you for your feedback.

 

I want just outline what I expect. 

My expectation is the number of latest version of  IBM MQ with which the adapter works properly.

 

BR

 

 

 

Hi, Valery!

We are using version 8.0.0.7 of the external library from IBM MQ.

As such, the add-on is compatible with IBM MQ 8.0.

We haven't tested the compatibility with the latest versions of IBM MQ.

Yevhen Vorobiov,

Hi, Yevhen,

 

thank you for your reply. Please advise me about plugin compatibility with IBM MQ 9 (9.0, 9.1, 9.2) version.

Valery,

Hi Valery!

Since we have not tested the compatibility with the latest versions of IBM MQ, we cannot provide an advice. You might want to test this on your end.

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Hello community,

 

I am trying to connect a full organizational role with an organization. To implement this solution I want to update the Account column of SysAdminUnit table which is impossible from the client side. Is there a way I can update the Account column of SysAdminUnit?

 

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Hello,

 

Could you please specify what is the purpose of connecting an organizational role with an Account? Organizational roles are used to distribute access rights between the users in the system, however, organizations and accounts do not have access to the system.

 

You can update the table with a SQL query like

UPDATE SysAdminUnit 

SET AccountId = value

WHERE condition;

Where the condition can be something like

Id = '9dc7626c-e03a-4978-b5c2-cdcf99de7801'

or

Name like '%Accounting Department%'

 

Best regards,

Dariy

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Hello community,

 

Can an organization (Legal Entity) be in an organizational portal structure and at the same time and in a system organizational structure?

If so, does Creatio provide an interface in which it can assign an organization (account) to an organizational structure of the system?

 

 

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Hello,

 

Such logic was implemented only for portal users since the Self-service Portal was designed only for them and they could be from different companies (from the accounts section).

 

Best regards,

Bogdan

Hello,

 

Such logic was implemented only for portal users since the Self-service Portal was designed only for them and they could be from different companies (from the accounts section).

 

Best regards,

Bogdan

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Hello community,



After successfully importing my custom package from file system, I tried to compile it and I got the following error:

 

After checking the Build.log I found the following error:

2022-02-01 03:44:23,013 [122] INFO IIS APPPOOL\Creatio Build BuildConfigurationProjects - WorkspaceCompiler.Build started at 00:00:09.0206194

2022-02-01 03:44:23,013 [122] INFO IIS APPPOOL\Creatio Build SetCustomProperties - UseSourceCodeSchemaGenerator = True

2022-02-01 03:44:23,013 [122] INFO IIS APPPOOL\Creatio Build SetCustomProperties - OldUI = False

2022-02-01 03:44:23,013 [122] INFO IIS APPPOOL\Creatio Build SetCustomProperties - NetStandardCompatibilityMode = True

2022-02-01 03:44:23,653 [8] INFO IIS APPPOOL\Creatio Build CaptureOutput - Microsoft (R) Build Engine version 16.6.0+5ff7b0c9e for .NET Core

2022-02-01 03:44:23,653 [8] INFO IIS APPPOOL\Creatio Build CaptureOutput - Copyright (C) Microsoft Corporation. All rights reserved.

2022-02-01 03:44:24,325 [8] INFO IIS APPPOOL\Creatio Build CaptureOutput -   Determining projects to restore...

2022-02-01 03:45:00,886 [8] INFO IIS APPPOOL\Creatio Build CaptureOutput - C:\Program Files\dotnet\sdk\3.1.301\NuGet.targets(128,5): error : Unable to load the service index for source https://api.nuget.org/v3/index.json. [C:\inetpub\wwwroot\Creatio\Terrasoft.WebApp\Terrasoft.Configuration\Pkg\FzLoanOriginationIntegration\Files\FzLoanOriginationIntegration.csproj]

2022-02-01 03:45:00,886 [8] INFO IIS APPPOOL\Creatio Build CaptureOutput - C:\Program Files\dotnet\sdk\3.1.301\NuGet.targets(128,5): error :   No such host is known. [C:\inetpub\wwwroot\Creatio\Terrasoft.WebApp\Terrasoft.Configuration\Pkg\FzLoanOriginationIntegration\Files\FzLoanOriginationIntegration.csproj]

2022-02-01 03:45:00,917 [8] INFO IIS APPPOOL\Creatio Build CaptureOutput - Build FAILED.

2022-02-01 03:45:00,917 [8] INFO IIS APPPOOL\Creatio Build CaptureOutput - C:\Program Files\dotnet\sdk\3.1.301\NuGet.targets(128,5): error : Unable to load the service index for source https://api.nuget.org/v3/index.json. [C:\inetpub\wwwroot\Creatio\Terrasoft.WebApp\Terrasoft.Configuration\Pkg\FzLoanOriginationIntegration\Files\FzLoanOriginationIntegration.csproj]

2022-02-01 03:45:00,933 [8] INFO IIS APPPOOL\Creatio Build CaptureOutput - C:\Program Files\dotnet\sdk\3.1.301\NuGet.targets(128,5): error :   No such host is known. [C:\inetpub\wwwroot\Creatio\Terrasoft.WebApp\Terrasoft.Configuration\Pkg\FzLoanOriginationIntegration\Files\FzLoanOriginationIntegration.csproj]

2022-02-01 03:45:00,933 [8] INFO IIS APPPOOL\Creatio Build CaptureOutput -     0 Warning(s)

2022-02-01 03:45:00,933 [8] INFO IIS APPPOOL\Creatio Build CaptureOutput -     1 Error(s)

2022-02-01 03:45:00,933 [8] INFO IIS APPPOOL\Creatio Build CaptureOutput - Time Elapsed 00:00:37.16

 

Can someone explain why is this error happening, because I am not using any nuget library on my package and it is .Net framework version not .Net core. 

 

Thank you

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Hi Erald, 

this problems happens because .net Core SDK 2.2 is not installed in the server. Please try downloading it from here (please note that you don't need to delete the .net Core SDK 3.1 which is already installed) https://dotnet.microsoft.com/en-us/download/dotnet/2.2 and let us know if the problem persists. Once installed please restart the server and try compiling the app again.

developer,

 

We see that you have created a separate post (https://community.creatio.com/questions/problem-while-compiling-packages) and provided more details in it, we will work on your question there.

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I have set an encrypted string as a system setting as shown on the picture

 

and for some reason I am not able to use it as a value for the parameter of my user task. It is not showing as an option to be selected. Any help would be appreciated.

 

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Hello Erald,

 

By default, Business Process elements cannot process encrypted values but you can refer to this workaround that might help you with your business task.

 

Best regards,

Bogdan S.

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