Hello Community!

 

I have a detail made with this

implementation. https://academy.creatio.com/docs/developer/front-end_development/creati… 

By any chance someone knows how to use dependency o onchange method on the fields. The idea is to do a logic when the field change.

 

Regards,

 

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Hi Federico,

 

you must add an attribute in JS code of the detail page, specify which columns change that attribute would be listening to, and a method which would trigger when its changed:

 

"City": {  
  "dependencies": [
    {
      columns: ["City"],
      methodName: "onCityChanged"
    }
  ]
}

 

Hello Federico,

 

Hope you're doing well.

 

If I understood your request correctly, the next articles would help you to perform the required business task:

Best regards,

Roman

Thanks formar the answer. 

I'd tried with attributes and dependeces but looks like is not working on the BaseFieldsDetailV2, like this is a special detail may be there is another way to handle the change event. 

 

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Dear mates,

In the case designer, i ve a process which launch a process which open a mail with a proposal for a contact.

Process:

Sub Process:

The case designer:

when the email is send, i would like to go to the next stage (Proposition Envoyée).

The Problem is that when the user select a model in the email panel, it saves the email and the process goto "Proposition envoyée" which change the section stage.

 

i would like to go to the next stage onlyt when the mail is send.

how could i do that ?

 

Thank you,

Nicolas

 

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Hello Nicolas,

 

There are several ways to achieve your task and the easiest way to do that is to do the following: in the "Open edit page" element of your sub-process modify the "When is the element considered complete?" parameter value to the "If the record matches conditions" and specify that the activity status (status) should be completed:

The problem in your case is that the "Open edit page" element is considered to be completed once you specify any changes and save the record, but not when the activity itself is completed (the email is sent) because the value for the "When is the element considered complete?" parameter by default is "Immediately after saving the record" and as a result each time you specify any changes to the activity it is being saved and the edit page considered to be completed and the process continues its execution.

 

Best regards,

Oscar

 

 

Oscar Dylan,

Thank you Oscar, it solved my problem !

 

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Dear mates,

 

Any one please suggest best tool for performance monitoring and supported list of third party backup of software.

 

Thanks.

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Hello!

 

We recommend using the following tools to monitor the performance:

  • Zabbix is an open-source monitoring software tool for diverse IT components, including networks, servers, virtual machines (VMs) and cloud services. Zabbix provides monitoring metrics, among others network utilization, CPU load and disk space consumption.  
  • Grafana is the open-source analytics and monitoring solution for every database. It provides charts, graphs, and alerts for the web when connected to supported data sources. 

Please, let us know in case any additional information is required. 

 

Best regards, 

Olga Avis.  

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Hi,

We have a default portal in Creatio. But, I want to know is it possible to build a portal using the Laravel Framework. If possible, please guide me on this.

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Hello,

 

Such integration is possible in theory, but we did not face such integration before. Try to check Laravel Framework documentation, maybe they have some examples of integration with CRM.

 

Best regards,
Angela

Angela Reyes,

Thank you for your information.
Can you please provide more information with the respective examples?

Nagamani Dangeti,

We do not have any, unfortunately

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Hi, Hope could someone me

I want to implement a Portal in Creatio using the Laravel Framework. Please provide your assistance to do this.

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Hi!

 

You can use Laravel Framework documentation to start the developing: (https://laravel.com/docs/7.x).

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Hi, hope someone will help

 

I have installed Creatio bank sales locally. In that, I am trying to register in a creatio portal. I have opened the portal registration form and have filled all the details. But, I am getting an error after clicking the Register button. Here, I am attaching the error message screenshot below. Please have a look and provide your valuable suggestions. 
I have used the below URL to open the portal page:
http://localhost:82/Login/SSPLogin.aspx
Thanks in advance!

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Hello Nagamani,

 

Seems that you haven't performed self-registration setup properly for your application. Please double-check everything using this Creatio Academy article https://academy.creatio.com/documents/portal/7-15/user-self-registration-portal, especially the system setting with "SSPRegistrationMailbox" code.

 

Best regards,

Oscar

Oscar Dylan,

Okay, I will read the provided article. Can you please tell me the below thing? 

    <add key="SspUserRegistrationLicPackage" value ="LicPackageName" />
In the above line, what I have to give as a value in place of " LicPackageName"?

 

Nagamani Dangeti,

 

it should be the name of the portal license assigned to the user who is self-registered on the portal. Like "creatio customer portal on-site"

Oscar Dylan,

I didn't get you. Can you please explain a little bit clearer?

Oscar Dylan,

 

I am modifying the code in Web.config file and added the below line to that file. 
    <add key="SspUserRegistrationLicPackage" value =".............." />
But, I didn't understand what value I need to put in the value field?

Oscar Dylan,

I didn't get any licenses for the SysPortalConnection user in my instance. I am attaching the screenshot below here. Please have a look and provide your suggestions.

Oscar Dylan,

Please provide a  solution as soon as possible. It is a high priority task for us.

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Hi,

I have created a business process for auto-filling field values. But, the fields will be auto-populated after saving the record and refreshing the page. But, I need it to be done without saving the record and refreshing the page. Here, I am attaching the business process and desired results screenshots. Please have a look and provide your valuable assistance as soon as possible. 

af.PNG

Requirement:

            After choosing the Existing contact using the Applicant Name lookup, the below fields will be auto-filled with the corresponding values without saving the record and refreshing the page. In my case, Applicant Name is the lookup field which is referencing the Contacts. 

 

af1.PNG

I know it is possible through JS Scripts and the onChange method. But, the fields belong to the Contacts section. How can I get the values from the Contacts section? Please provide your assistance. I was unable to get the values from the Contacts section. These are two different sections. The applications section is the custom section. Whenever the user selects the existing contact, some of his/her details will be auto-populated from the Contacts section. Please provide your valuable suggestions. 

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Hello Nagamani,

 

Could you please provide us with screenshots once again? Files in your post are corrupted.

 

Thank you in advance!

Olga. 

Olga Avis,

I have attached the screenshot below here. Please have a look and provide your valuable assistance.

There's really two main ways this is accomplished, both options do require programming. 

Option 1: Write code on the page that responds to a change of the checkbox property, then sets the values using this.set("Columnname", "Value") accordingly. I have an article on wiring up a change in the page code here: https://customerfx.com/article/triggering-an-event-when-a-field-is-chan…

Option 2: This route might work better since you already have the process in place. For this option, you'll add a script task in the process as a last step that will send a message to the page. The page will listen for this message and then refresh using this.reloadEntity(). I have an article on how to do this here: https://customerfx.com/article/how-to-refresh-a-page-from-a-process-in-…

Hope this helps,

Ryan

Ryan, thank you for the answer.
 

You're right, but there's lack of the "destroy" function in it:

define("DealBasePage", ["DCMUtilities", "UsrWaterfallConstants", "BusinessRuleModule", "css!DealPageCSS"],
function(DCMUtilities, UsrWaterfallConstants, BusinessRuleModule) {
  return {
    entitySchemaName: "Deal",
    methods: {
      init: function() {
        this.callParent(arguments);
        this.Terrasoft.ServerChannel.on(Terrasoft.EventName.ON_MESSAGE, this.onStatusMessageReceived, this);
      },
      destroy: function() {
        this.Terrasoft.ServerChannel.un(Terrasoft.EventName.ON_MESSAGE, this.onStatusMessageReceived, this);
        this.callParent(arguments);
      },
      onStatusMessageReceived: function(sender, message) {
        if (message && message.Header && message.Header.Sender === "DealStatusSender") {
          var result = this.Ext.decode(message.Body);
          if (this.get("Id") === result.RecordId) {
            this.loadLookupDisplayValue("DealRank", result.StatusId);
          }
        }
      }
    }
  };
});

Thank you!

Bohdan Zdor,

Thanks I updated the article to include the unregister.

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Hi,

I have to implement access permissions for a Applications in a 7.13.3 version. 
1. Every record in the Applications section should visible to all the users.

2. In my instance, 3 functional roles are there such as Agent, Manager, and Approver.

3. I have assigned 2 users for the Agent role. The records which are created by Agent1 should not be edited or deleted by the Agent2 except the manager. 

Step 1: The records which are created by Agent1/Agent2 are only edited by manager and it's owner. It is working as expected.

Step 2: The records which are created by Agent1/Agent2 are able to delete by every user event Agent2 also. But, in our case the record should not be deleted by other agent, other than manager and its owner.

I have given the default permissions like the attached screenshots below here:


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Hello!

 

You can check what access rights are distributed by going into the record and selecting "set up access rights". DSA Agents will be able to delete records if they created them. Other users may have access to deletion if there are incorrect roles inheritance. It will be better to deny access for delete operation to all roles and allow it only to certain roles. 

Angela Reyes,

Can you please tell me more clearly. Actually, I didn't get what you said.

Nagamani Dangeti,

 

Open record in Applications section and go to actions -> set up access rights to check who can delete records. To complete your task go to access to objects permissions and deny delete operation in access to object tab for Applications.

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Hi,

 

I have implemented the features like Auto Filling and Auto Clearing fields through business processes. But, this happened after saving the record and running the business process. But, we want to implement the above features without saving the record and running the business processes. Can anyone please provide your valuable assistance?

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It's possible to implement Auto Filling and Auto Clearing fields functionality using "dependencies" property of the field attribute. There is an example below. In the example when the "Type" field value is changed, the "Owner" field is cleared. When the "Salutation" field value is changed, the "Gender" field is auto-filled (https://i.imgur.com/KwtOWH1.png).

 

define("ContactPageV2", [], function() {
    return {
        entitySchemaName: "Contact",
        attributes: {
            SalutationType: {
                dataValueType: this.Terrasoft.DataValueType.LOOKUP,
                dependencies: [{
                    columns: ["SalutationType"],
                    methodName: "onSalutationTypeChange"
                }
               ]
            },
            
            Type: {
                dataValueType: this.Terrasoft.DataValueType.LOOKUP,
                dependencies: [{
                    columns: ["Type"],
                    methodName: "onTypeChange"
                }
               ]
            },
        },
        modules: /**SCHEMA_MODULES*/{}/**SCHEMA_MODULES*/,
        details: /**SCHEMA_DETAILS*/{}/**SCHEMA_DETAILS*/,
        businessRules: /**SCHEMA_BUSINESS_RULES*/{}/**SCHEMA_BUSINESS_RULES*/,
        methods: {
            onSalutationTypeChange: function(){
                const salutation = this.get("SalutationType").displayValue;
                if( salutation === "Mr." ){
                    this.set("Gender", {value: "EEAC42EE-65B6-DF11-831A-001D60E938C6", displayValue: "Male"});
                }
                if( salutation === "Mrs." ){
                    this.set("Gender", {value: "FC2483F8-65B6-DF11-831A-001D60E938C6", displayValue: "Female"});
                }
            },
            
            onTypeChange: function(){
                this.set("Owner", null);
            }
        },
        dataModels: /**SCHEMA_DATA_MODELS*/{}/**SCHEMA_DATA_MODELS*/,
        diff: /**SCHEMA_DIFF*/[
            
        ]/**SCHEMA_DIFF*/
    };
});
 

 

 

Alina Kazmirchuk,

Thank you for your response. But, I want it to happen in many fields. Here, below I am attaching the screenshot of desired results.

1. Auto Clearing - Whenever we check the boolean field of New Contact, the below fields will be automatically cleared. 

2. Auto Filling - Whenever we select the existing contact in Applicant Name then the below fields will be automatically filled with related information.

Is it possible to do using business processes?

Alina Kazmirchuk,

Thank you so much. 
I have done auto clearing by following your provided assistance. But, I was unable to do the Auto filling. Can you please provide more guidance on Auto Filling?

Alina Kazmirchuk,

In the above screenshot, the Applicant name is a lookup field that is referencing the Existing contact section. If we choose an existing contact, then some of the fields will be auto-filled with the corresponding values. The solution which was provided to me for auto-filling is not suitable for my problem. In your case, the salutation field is having a few values. So we can easily write if conditions. But in my case Applicant name is having so many values i.e., contacts. So, it is very difficult to write that many number of conditions. Can you please any other alternative for Auto filling the field when we select any value in the Applicant name field?

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Hi,

 

I have used Open-popup element to notify the user about approval which was downloaded from Creatio Marketplace and installed in my local instance. It was installed successfully without any errors. But, If I did any changes to the instance I got many errors. Even, I was unable to do "Compile modified items" due to errors. Is there any other element to notify the user about approval  like you have to take approval from so and so person. Please provide your valuable assistance. 

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Hi Nagamani,

 

Instead of a popup element, you can use basic email notifications:

 

1) a notification that an approval is required

2) a notification about the approval result.

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