Hello Sasori,

You can try using BP for this case. For example, when you save a record in a mini page, you also run a business process that will update a value in your lead record. You pass date value to the BP and set (update) relevant field in the lead record. 
 

An easy way to accomplish this is to just use a process with a signal of Activity added with Type=Task, Category=To do, Lead is filled in. Then update the lead with the date. If you have live data updates enabled for the Lead object you'll even see the screen refresh with the value. 

Ryan

Ryan Farley,

Thank you for your input! However, the challenge with this approach is that there might be multiple activities associated with a single Lead that have this specific configuration (Type = Task, Category = To Do, Lead is filled in).

Would it be possible to handle this scenario directly via the Frontend instead?

Looking forward to your thoughts!

Any updates about this topic?

Hello,
Try to reload the data using the following code:

const handlerChain = sdk.HandlerChainService.instance;
await handlerChain.process({
      type: 'crt.LoadDataRequest',
      $context: request.$context,
      config: {
             loadType: 'reload'
      },
      dataSourceName: '{YOUR LOOKUP DATA SOURCE}'
});

Hello,
​​​​​​​
Unfortunately, for now, the system does not support such no-code option. However, already informed our developers about this option, and they will work on this feature in future versions. 

Thank you for helping us improve the system!

Best regards,
Ivan

Ivan Savenko,

ok, thx. Maybe there is some way to detect when page opened in configuration mode?

Hello, some feedback regarding this question?

Thanks

Hello, 

Thank you for reaching out.

This functionality is still in development, so access to it will only be available after the official release, which is currently planned for version 8.2.2.

Sergii Zhmurko,

Thanks for confirming that we will have this feature soon! :-)

Hello,
 

The initial data loading request 'crt.LoadDataRequest' was not included in this step because it’s part of the system's core loading process, ensuring that essential page elements are set up first.

 On subsequent loads, the system publishes 'crt.LoadDataRequest' where users can apply their customizations.
 

Currently, there’s no default handler to directly intercept the system’s initial load, but there are other options for customization depending on the user’s needs.
 

Additional options include:
 

1) System "crt.HandleViewModelInitRequest" on view model initialization.

2) A change request on view model attribute change, more details on this approach below:

! Warning: Theoretically, this approach could cause slower performance when working with the card, as it increases the total number of handler calls (the approach will trigger on every list change: loading, reloading, sorting change, column list change, and column value change).

 

To use this approach, add a change marker to the appropriate DataGrid attribute (example below):


T
hen, add a handler to process the usr.MyRequest in the handlers, similar to how it's done for crt.LoadDataRequest and crt.DataGridCreateItemRequest.
 

As a result, your custom logic will execute when a new column is added, or when a column is deleted, and for other list changes.
 

Hope this helps, and thank you for reaching out!

Hi Pavlo, thank you for the detailed response! I'm sure that functionality will come in handy.

Unfortunately, for our use case, we need to perform an action before the data is fetched for the reload, whereas this change triggers only after the data has already been fetched from the database to reload the list. Is there anything that would fire in a similar way but before the data is requested from the server? LoadDataRequest does this, but has the drawbacks of being called only in certain circumstances.

Is there any documentation on the event handler "call stack"? This would be really useful, knowing that, for example, when a user clicks the reload button, first handler X is called to do some action, then handler crt.LoadDataRequest is called to handle the outbound data call to the servers, then the data is sent to the user's browser, then handler Y is called to do some action, then handlers that are associated with the change property of viewModelConfig are called when updating the data stored in the List, etc.

Many thanks,

Harvey

Harvey Adcock,

Hello,

Thank you for the additional clarification. Unfortunately, at this time, this option is not available.
 

I have created a task for the development team to implement such a handler in the system.
 

Thank you for helping us improve our product.

Best regards,
Pavlo

Hi Pavlo, thanks - I think we really need some more consistency in what triggers handlers and what doesn't. Performance implications of overriding certain handlers is something for the developers to consider (ideally armed with documentation on any things to look out for - the current info on request handlers in the Academy is incredibly limited) and not really something that should be prevented from being done entirely. Why even have the ability to override LoadDataRequest when one of the main times it should be called (first loading data for a List) it doesn't even fire? Developers just end up having to do workarounds that are even worse for performance, such as triggering a reload of the data from code, so the data gets requested twice.

There are so many page events which would've previously in Classic UI triggered something in the page code that developers could override as needed, but now it's just flipping a coin to find out if the event you need to capture and handle in some custom way is possible to be overridden or not.

Hello,

You are right to use crt.SaveRecordRequest, the only thing you need to add a check for the attribute name. Here is the screenshot from the debugger when clicking the "Save all" button:

Like

 {
                request: 'crt.SaveRecordsRequest',
                handler: async(request, next) => {
                  if (request.itemsAttributeName == "GridDetail_9ib3s20"
) {
                    console.log("I am triggered");
                  }
                  return next?.handle(request);
                }
            }

Thank you for the response. I see the difference now so for record page its 'crt.SaveRecordRequest' but for list page its with s 'crt.SaveRecordsRequest'

Hello,

Here is the example of a handler where I read all values displayed in the list of contacts on the account form page:

{
                request: 'crt.SaveRecordsRequest',
                handler: async(request, next) => {
                  if (request.itemsAttributeName == "GridDetail_9ib3s20"
) {
                    const gridDetail = await request.$context.GridDetail_9ib3s20;
                    let nameColumnValues = [];
                    gridDetail.forEach((item) => {
 
                      nameColumnValues.push(item.GridDetail_9ib3s20DS_Name.__zone_symbol__value);
 
                    });
                    console.log(nameColumnValues);
                  }
                  return next?.handle(request);
                }
            }

GridDetail_9ib3s20 - is the attribute name for my test list.

As a result the array of names was logged in the console:

So you can try the same approach on your end.

I saw in the debugging is there some resultParameterValues in the response, but is null and I have one output parameter?

Julio.Falcon_Nodos,

Solved! due the debugging resultParameterNames element I tried and works, here the result

// Inicialize Process input parameters
var ClienteObject = await request.$context.NCSDetalleDelPedidoDS_NCSCuenta_kn04jps;
var LugarPobladoObject = await request.$context.NCSDetalleDelPedidoDS_NCSLugarPoblado_g8rmatm;
var ProductoObject = await request.$context.NCSDetalleDelPedidoDS_NCSProducto_cuzrngv;
if ( ClienteObject == null || LugarPobladoObject == null || ProductoObject == null ) {
	await next?.handle(request);
 
}
/// Run process
const handlerChain = sdk.HandlerChainService.instance;
const result = await handlerChain.process({
	type: "crt.RunBusinessProcessRequest",
	processName: "NCSPrecioFinalProductoPedido",
	processParameters: {
		DetallePedidoID: await request.$context.Id,
		ClienteID: ClienteObject.value,
		LugarPobladoID: LugarPobladoObject.value,
		ProductoID: ProductoObject.value
 
	},
	/* Process Output Paramters */
	"resultParameterNames": [
		"PrecioFinal",
		"ProcessesRanOK"
	],
	$context: request.$context
});
 
// Result is OK?
if ( result.success && result.resultParameterValues[ "ProcessesRanOK" ] ) {
	// OK, get price
	request.$context.NCSDetalleDelPedidoDS_NCSPrecio_leqtalu = result.resultParameterValues[ "PrecioFinal" ];
 
} else {
	// Some error msg
	console.log( "Error getting price" )
 
}

Julio.Falcon_Nodos,

Julio, excellent find - I assume the start of the process needs to be marked as "run in background" = false? Can you check if your process is marked that way?

Ryan

.

Ryan Farley,

Hi Ryan, 

Yes, I have configured it as you indicate. Happy to help you!

Julio

Does anybody know which version of Creatio this works from? I'm seeming to get errors thrown when trying what Julio showed, and can't seem to track down what's causing it. We're currently running on 8.1.3, so was wondering if that might be the cause - what version were you running where it worked Julio? The error we see in the Network tab:

And the error text for reference:

The server encountered an error processing the request. The exception message is 'There was an error deserializing the object of type Terrasoft.Core.ServiceModelContract.RunProcessRequest. End element 'value' from namespace '' expected. Found element 'value' from namespace ''.'. See server logs for more details.

Checking the server logs, I don't see anything that gives much more information. I've tried using Output only and Bidirectional parameters, same result. To me, the error message seems to be saying it found what it was looking for, so I don't really understand why it should be throwing an error!

I've double checked that I'm using the right Parameter Code, and tried creating a new Parameter with a different Code to be requested to return and still get the same error.

Harvey Adcock,

I had tried this in an earlier version of Creatio and it definitely did not work, but I can't remember what version it was when I originally tried. I don't recall getting an error however, just didn't get any values back fore the params. Either way, I believe this was something that started working along the way, but I don't have any specifics. 

Ryan

Thanks Ryan, yes just discovered that I was accidentally passing a Lookup, rather than the Lookup's value (the actual Id!). So user error, and the data is being returned as expected in 8.1.3 I can confirm for anyone else looking. Not the clearest error for identifying the issue!

Hi all,
Could anyone please help on this
Regards,
Elakkia.

Elakkia ,Hello!
 

Unfortunately, adding your own button to existing templates is not possible.
 

However, the development team is currently working on an article that will describe the steps to add a custom tile in the Next Steps element through code. This article will soon be available on our academy.
 

Additionally, we have registered an idea to add the "Revise" button to the default tile template in the Next Steps.
 

Thank you for your request!

Pavlo Sokil,

Thanks for the reply!

Pavlo Sokil,

Are there any estimations for both of that plans? 

i mean the article, and "Revise" button?

I'm also tried sdk.generateGuid(), I test it on the console and returns a Guid, but for some reason the parameters is not delivered to the process, what's wrong?

Hi Julio, 

As of Creatio 8.1.3 you can pass multiple records into a process using a collection parameter. This executes a single process for the collection of selected records. See an example in this article: https://customerfx.com/article/launching-a-process-for-multiple-records-in-a-creatio-list/

Ryan

Ryan Farley,

Thanks Ryan,

I know and I use them, the problem is the process ran for each record individually and if I need to detect when it processes all selected records, generate a report like "Selected records xxx, processed records yyy" and actually this is not possible 

At least I don't know how to do this.

Thanks again

Julio

Thanks Ryan, your article solves my problem, great job as usual

Regards

Julio