Hello all,

 

I am trying to display the relationship information within the newer connected to diagram as a list such as how the older detail used to be able to be used.

Is there a way to display the information as a list so that it can be easily viewed in a list and exported out to excel?

 

I have tried to create a list report based off the underlying object for the diagram but I have been unable to find the correct object to use.

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Hello Kevin,

 

Thank you for your question!

 

Unfortunately, the list view and export are not available in the new UI for "Connected to" diagram. We've already registered this idea in our R&D team backlog for consideration and implementation in future application releases. As an option, it's possible to disable the new UI for "Connected to" diagram and get back to the old one. However, the data inserted in the new UI will be lost while getting back to an old UI, same if you decide later to change the UI to the new one, changes applied in the old one - will not be saved. If you want this to be done, please reach out to us at support@creatio.com and we will disable UseRelationshipDesigner feature for you.

 

Kind regards,

Anastasiia

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Hi community

I'm using the new relationship feature to connect accounts 

In the account's "connected to" tab, I setuped which is the parent account of current account.

I'm looking for a method for extract all accounts which have a parent account assigned, using advanced filter.

Missing the view to configure the filter on new tables?

 

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Hello, 

Thank you for your question. 

In order to get the wanted filter please choose the correct column called "Parent account". 

Please refer to the screenshot below: 

 

 

Thank you, 

Artem. 

Artem,

Hi Artem,

the parent account field does not work correctly with the new "Relation connection" table used for describe the account hierarchy,

Hello Stefano,

 

Sadly, filtering will not work in this case.

 

It is due to the fact that the "connected to" diagram was created to be universal, it does not have any proper connections to the other objects in the system. Thus, it can't be used for filtering records in objects.

 

Theoretically, you can create a view table in your system where needed columns from separate objects can be added and use it in the section's filter but we don't have any examples of such implementations.

 

We have already created a request for our R&D team to create such functionality.

 

Thank you,

Artem.

Hi,

I solved the problem.
I've created a view table, here my postgres script view
 

DROP VIEW
 
IF EXISTS "UsrAccountParentView";
    CREATE
        OR REPLACE VIEW "UsrAccountParentView" AS
 
SELECT uuid_generate_v4() AS "Id"
    , reA."RecordId" AS "UsrAccountParentId"
    , reB."RecordId" AS "UsrAccountChildId"
    , rc."RelationTypeId" as "UsrRelationTypeId"
    , '410006e1-ca4e-4502-a9ec-e54d922d2c00'::uuid AS "CreatedById"
    , timezone('utc', now()) AS "CreatedOn"
    , '410006e1-ca4e-4502-a9ec-e54d922d2c00'::uuid AS "ModifiedById"
    , timezone('utc', now()) AS "ModifiedOn"
FROM "RelationshipEntity" reA
JOIN "RelationshipConnection" rc
    ON reA."Id" = rc."RelationshipEntityAId"
        AND reA."SchemaUId" = '25d7c1ab-1de0-4501-b402-02e0e5a72d6e'
JOIN "RelationshipEntity" reB
    ON reB."Id" = rc."RelationshipEntityBId"
        AND reB."SchemaUId" = '25d7c1ab-1de0-4501-b402-02e0e5a72d6e'

 

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Hi guys,

Anyone here experience not being able to save a formal contact relationship?
Both test kim (contact) and brad wolfe (contact) is connected to test delete 2 (account)
 

Let me know if you experience same thing or got any idea what to do.

Best regards,
Lem

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Dear,

On an account page, in the tab "Associated with", our users got the error:

"The value of the AUM column cannot be obtained because it has not been loaded."

For my part, with a supervisor account, i don't have the error.

Does anybody as an idea to solve this issue ?

Thank you,
Nicolas

 

 

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Solved, rights have been put on the column

i remove the rights and it is ok

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Hi,

I am trying to setup the columns to view in the relationships detail for a client but I can not see Start Date and End Date.

The fields are there in the schema but on the page, they look different (Screenshots attached).

I want to add Start Date and End Date of the relationships to the view. Please help me with this.

 

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Firstly you need to add the columns to the view VwContactRelationship. Please deploy the application locally and create a script that will modify the view. Then add the columns to the related object. Then the columns will appear in the section wizard. 

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Hello,

I’m trying to limit connections between two Accounts. For example, Account A can be connected to Account B in a “Branch - Managing company” relation only if those 2 accounts have the same owner.

I have tried to overwrite the Save function in AccountRelationshipDetailPageV2 and put a validation there. But for some reason it doesn't call the new function. Do you have any idea what's wrong with this approach?

Thank you,

Cristian Galatan.

 

 

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Hello Cristian, 

Replace the BaseRelationshipDetailPageV2 schema (and not AccountRelationshipDetailPageV2). In the BaseRelationshipDetailPageV2 schema, create a validation method for the necessary fields (e.g., validateOneOwner()). This method should return an object with the invalidMessage parameter.

Override the onEntityInitialized() method. In the onEntityInitialized() method, call addColumnValidator() for each field with specifying the validation method. Use the following article for more details: https://academy.bpmonline.com/documents/technic-sdk/7-13/how-add-field-…

An example of code is below:

define("BaseRelationshipDetailPageV2", [], function() {
    return {
        entitySchemaName: "Relationship",
        methods: {
            onEntityInitialized: function() {
                this.callParent(arguments);
                this.addColumnValidator("AccountA", this.validateOneOwner);
                this.addColumnValidator("AccountB", this.validateOneOwner);
            },
            validateOneOwner: function() {
                var message = "";
                // the needed validation
                return {
                    invalidMessage: message
                };
            }
        },
        details: /**SCHEMA_DETAILS*/{}/**SCHEMA_DETAILS*/,
        diff: /**SCHEMA_DIFF*/[]/**SCHEMA_DIFF*/
    };

 

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How do I add additional relationships to my Connected to options between accounts? I have gotten to the page- but I don't see how to add an additional relationship.

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Dear Heather,

 

To add a custom object to the connected to of the Account you would need to add corresponding record to the EntityConnection table in db with  SysEntitySchemaUid is a Uid of the Account and ColumnUId is a column uid that can be found in the SysEntitySchemaReference table. For implementing this please analyze the EntityConnection table and SysEntitySchemaReference  to have an understanding of which record you need to add. For example you can execute the following script: 
select SysSchema.Name, ColumnName, EntityConnection.* from EntityConnection inner join SysSchema on SysEntitySchemaUid = SysSchema.UId inner join SysEntitySchemaReference on EntityConnection.ColumnUId = SysEntitySchemaReference.ColumnUId

Best regards, 
Dennis 

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I am trying to import the relationships via an excel file and have followed all the steps in making the file ready and matching the required data types etc.

The file is getting imported and I get a notification that my file has been imported but I can not see the relationships popping up under those accounts and contacts.

Could someone help me debug this or let me know if I am doing something wrong.

Thanks in advance

Regards,

Abhinav

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I get this notification: Import complete. 1 of 1 records imported from the source file "AK_Relationships.xlsx".

Hello

The Relationship table has following columns: http://prntscr.com/mkwsvu

In order to import relations you need to populate the RelationTypeId, ReverseRelationTypeId, Active, AccountAId(ContactAId) and AccountBId(ContactBId) columns. Please note, that you need to fill in the columns with the precise names in order for these relations to be connected to the existing records. Else, the duplicates might be created.

Best regards,

Matt

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If I have an object, can I create a section with that object? If so, how?

Because I want to be able to create a sections for "Relationships" object of BPM so I can create filter folders on that section object. I need those folders to be be used another section to query and pull the account-contact relationships. 

Thank you in advance

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Hello, 

If you want to create section for the new object and store Account-Contact relationships in it please follow the steps in the article below: 
https://academy.bpmonline.com/documents/technic-sdk/7-13/creating-new-s…
If by "Relationships object of bpm" you mean ContactCareer object (or other existing object) please see the article below in which you would find an instruction on how to create a section based on the existing object:
https://community.bpmonline.com/node/26247

Best regards, 
Dennis

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Hello,

 

I'm trying to customize the relationship section ("Connect to" section from accounts or contacts).

I edit the page, remove one field and save it. The detail and page is created into my dev package and the I can find the "remove" instruction into the page file (so I think it's fine till now).

The problem is that the detail is not loaded from this updated sources. The original version is loaded and I can not see the change. I don't have this problem with other details from the same package or other details from other packages.

Do you know if this detail is hardcoded somehow or should I do something else in order to load  my changed version and not the initial one?

 

Thank you,

Cristian.

 

 

 

 

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If you're talking about the "RelationshipDetailPage" module, then yes - it's not a page. It's a module. I'm not sure if it's possible to override it correctly or not. However, you can always create your own detail and page based on the "RelationshipDetail" module and the "RelationshipDetailPage" module and use them instead of the out-of-the-box detail.

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