In account section page, creating relationship with other companies in the "CONNECTED TO" tab" the account selection doesn't use the account popup lookup search.
How can I use the same account selection popup available in other standard account lookup fields?
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.
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.
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.
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'
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.
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.
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?
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.
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.
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
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.
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.
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.
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