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!

Hello,

It's hard to understand what should be done unfortunately. If you need to find the 670a33d3-fba7-4f33-bec5-abbf254c8038 Id in the schemas try searching the schema using:

1) MetaData column from the SysSchema table

2) Source column from the SysSchemaSource table

3) Content column from the SysSchemaContent column

Hello!

The product has a category and a type. The customer parameter field uses them to filter the parameters.

You need to create an additional record in the "DefSpecification" table ("Default Feature" object).

1. To do this, you can create a new lookup in the lookup section, based on the "Default Feature" object.

2. When you open it, please add a new record, specifying any name, selecting the product's category and the product's type.

3. In the "Feature" column you need to select the custom feature you have added.

After that, if the category and type in the "Default Feature" lookup are matching with your product, you will see your custom parameter in the selection list!

Best regards,

Max.

Hello!

Here are a few points that should be helpful:

1. The product catalog is not displayed in Opportunity. There is no logic yet that would automatically fill the Opportunity page from the product catalog according to the given parameters in the Opportunity. You would need to configure a business process, you can use the product selection functionality. For this, there is an action in the "Products" section or a pre-configured page that can be used in the business process.

2. If you still need to set up a filter on the product catalog section, see the example here:

3. In Sales there are the following details: "Parameter" on the "Opportunity details" tab, "Products" on the "Products" tab. These details work according to the contents of the "Customer needs" lookup. If the value of such needs is selected for Opportunity, for which the parameters are preset - they will be automatically added to this detail. If products are added there, they will be available for selection in the "Opportunity Product" detail. You can modify this lookup in the Leads section (it works the same way for leads), in the "Setup customer needs" action.

Hello,

You can send  your values using a collection.

The values of collection parameters of a [ Call web service ] process element can be mapped to the nested parameters of another collection of a [ Read data ] or [ Call web service ] process element .Additionally, each item of the collection can be mapped to an individual subprocess instance in the [ Subprocess ] element.



 

You can find more detailed information on the academy website:

https://academy.creatio.com/docs/user/bpm_tools/process_elements_refere…

Cherednichenko Nikita,

Thank you! I tried it but the result is something like this:

[

                    {

                        "Name": "invitee.created"

                    },

                    {

                        "Name": "invitee.canceled"

                    }

                ],

The expected value is 

[invitee.created","invitee.canceled"]

How can I achive this?

Regards.

Hello,

The code

[

                    {

                        "Name": "invitee.created"

                    },

                    {

                        "Name": "invitee.canceled"

                    }

],

Is seen like : [{"Name": "invitee.created"}, {"Name": "invitee.canceled"}].

But, in your case, I believe you can use the parameter value "Collection of values"

Hello,

You can use this example to receive parameters: 

// getting UserConnectionUserConnection userConnection = GetUserConnection();
// getting  IProcessExecutor
IProcessExecutor processExecutor = userConnection.ProcessEngine.ProcessExecutor;
// List of input parameters
var inputParameters = new Dictionary<string, string> {
    ["ProcessSchemaParameter1"] = "Value1",
    ["ProcessSchemaParameter2"] = "Value2"
};
//  List of output parameters
var resultParameterNames = new string[] {
    "ProcessSchemaParameter3",
    "ProcessSchemaParameter4"
};
string processSchemaName = "processSchemaName";
Guid processSchemaUId = Guid.Parse("00000000-0000-0000-0000-000000000000");
 
// Run the process by schema name and forwarding output parameters
ProcessDescriptor processDescriptor = processExecutor.Execute(processSchemaName, resultParameterNames);
// Run the process by schema UId and forwarding output parameters
ProcessDescriptor processDescriptor = processExecutor.Execute(processSchemaUId, resultParameterNames);
 
//  Run the process by schema name with forwarding input and output parameters
ProcessDescriptor processDescriptor = processExecutor.Execute(processSchemaName, inputParameters, resultParameterNames);
// Run the process by schema UId with forwarding input and output parameters
ProcessDescriptor processDescriptor = processExecutor.Execute(processSchemaUId, inputParameters, resultParameterNames);

You can also get values of the resulting parameters by accessing the ResultParameterValues property of the IReadOnlyDictionary <string, object> type of the ProcessDescriptor class: 

ProcessDescriptor processDescriptor = processExecutor.Execute("processSchemaName", inputParameters, resultParameterNames);
object parameter3Value = processDescriptor.ResultParameterValues["ProcessSchemaParameter3"];
if (processDescriptor.ResultParameterValues.TryGetValue("ProcessSchemaParameter4", out object parameter4value)) {
    Console.Log(parameter4value);
}

Please note that such process will always be run in not-background mode and you will be able to receive several parameters only from version 7.17.1. 

Best regards,

Angela

Angela Reyes,

Thank you Angela for the inputs

The issue is that the process will execute asynchronously. The only way to get the value back from the process is, instead of using it as an output param, to send it as a message using a script task in the process that you will retrieve with client-side code on the page. 

You can see an article outlining how to do this here: https://customerfx.com/article/sending-a-message-from-server-side-c-to-…

Basically, at the end of your process, you'll add a script task. In that script task you'll get the param value, then send it as a message (as outlined in the article). Then, in your page code, you'll listen for that message, check to make sure it's the message sent from your process, and then read the value and do whatever is needed with it.

Ryan

You would use:

var myDate = Get<DateTime>("MyDateParam");

A date only param is still just a .NET DateTime struct just like a Date and Time value in Creatio -  A date only will just have a zero time value (so the value would be something like "Oct 29, 2020 00:00:00")

Ryan

Hi Ricardo,

Indeed, you can use the solution suggested above. However, please note that you'll get the date in a server timezone.

var myDate = Get<DateTime>("MyDateParam");

There is an option to pass a string as usual and parse it then. Also, you can pass ticks and use the result. For example: 

long ticks = Get<long>("MyDateParameterInTicks");

new DateTime(ticks, DateTimeKind.Utc).ToLocalTime();

Please read more about ticks property by the link below:

https://docs.microsoft.com/en-us/dotnet/api/system.datetime.ticks?view=…

Regards,

Anastasiia

Anastasiia Markina,

That is good to know, thanks Anastasiia.

IIRC the DataValueType param expected here isn't an enum. Try changing the code to add this:

var dataValueTypeManager = (DataValueTypeManager)userConnection.AppManagerProvider.GetManager("DataValueTypeManager");
var textDataValueType = (TextDataValueType)dataValueTypeManager.GetInstanceByName("Text");

Then use:

storedProcedure.WithOutputParameter("res_msg", textDataValueType);

Ryan

Ryan Farley,

Thanks. Now it runs.

But sorry, I still need some help on recovering the output prm from the stored procedure. It always returns "Core.DB.QueryParameter", instead of the string returned by the SP.

Ricardo Bigio,

You can capture that using this:

var resultParameter = (string)storedProcedure.Parameters.FindByName("res_msg").Value;

Ryan

Perfect. Thanks

Hi Ricardo

You should use System.decimal C# type.

And it's a C# structure in .NET and .NET Core.

https://docs.microsoft.com/en-us/dotnet/api/system.decimal?view=netcore…

Thank you

Mohamed

 

Hi Ricardo, 

Indeed, you can use System decimal C# type as Mohamed mentioned above. However, in case of any difficulties, please try the standard int datatype.

Regards, 

Anastasiia