I have to create a concatenated field based on two other fields in the object. Ex. Officer full name from officer first name and officer last name. Is there a way to do it in Creatio? Thanks in advance!
An easy approach is to create a process that triggers on the record being added or being updated in the officer first name or officer last name fields. Read the record to get the values, then update it with the value concatenated.
Entity-level calculated fields would be so helpful for these kinds of use cases. Needing to create business processes manually for every calculated field is quite cumbersome and can be the source of issues, and with the aim being less code, having configurable calculated fields at the entity level would surely be a win!
Completely agree. I would love for these types of values to be completely virtual and simply return the results of a calculation rather than be stored in the database.
I am building process and trying to modify objects from another packages. The problem is that package do not see some custom object's fields. What is the correct way to add it to my package?
It depends on the package where the objects are located and in which package the process is built. For example:
Let's imagine we create a process in the SalesEnterprise_Marketing_ServiceEnt package and trying to use custom fields from the object that is located in the Custom package. We will not be able to do that since the SalesEnterprise_Marketing_ServiceEnt schemas don't have access to modification in the Custom package. In this case we can only create a process in the Custom package.
There is no way to transfer columns of the object to the object in another package, but you can try transferring the object itself. But the recommendation here is to create a process in the package that has the needed columns since theoretically you will need to push the package between environments and there is no guarantee that the target app will have the needed columns there, but you will be sure that the target environment will have the columns needed in case the process and the object is in the same package.
