Hello,

I was trying to Create a random SQL View in Creatio Cloud and wanted to check if I can access it's records through Creatio Odata API. I followed below steps.

    1. Created  below simple SQL view in Creatio to display account and their annual revenue. 
    

IF EXISTS (SELECT * FROM sys.views WHERE object_id = OBJECT_ID(N'[dbo].[UsrVwAcctRevenuesT]'))
            DROP VIEW [dbo].[UsrVwAcctRevenuesT]
            GO 
            CREATE VIEW [dbo].[UsrVwAcctRevenuesT] AS
            SELECT Account.Id AS UsrId, AccountAnnualRevenue.Name AS UsrRevenue
            FROM Account  LEFT OUTER JOIN AccountAnnualRevenue  ON 
            Account.AnnualRevenueId = AccountAnnualRevenue.Id
            GO
   

        

    
    2.  I created new object in Creatio with same name (UsrVwAcctRevenuesT) as that of my SQL view with columns as "UsrId" (GUID datatype) and  "UsrRevenue" (TEXT data type with 50 chars) and kept same title.

 

    3. I marked above object as "Represents Structure of Database View" and set Id as "UsrId"
    
    4. Saved, published and compiled above new object.
 

But now when I tried to access it from Creatio Cloud through odata using below URL, 
https:///0/odata/UsrVwAcctRevenuesT
 

I am getting below error.

 

{"error":{"code":"","message":"An error has occurred.","innererror":{"message":"The 'ObjectContent`1' type failed to serialize the response body for content type 'application/json; odata.metadata=minimal'.","type":"","stacktrace":"","internalexception":{"message":"42P01: relation \"public.UsrVwAcctRevenuesT\" does not exist","type":"","stacktrace":""}}}}

 

Am I missing anything ?

Thanks.

 

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3 comments

Hello!

 

To resolve the issue, please try to do the following:

  1. 1) Navigate to the configuration
  2. 2) Generate source code for all schemas
  3. 3) Compile the application
  4.  

Have a nice day!

Arsenii Ostapyk,

Hi,

I followed above steps . But still getting the same error.
 

Hi,

 

To verify is the View and all its columns have been correctly created and are accessible for the configuration, please create a lookup of this view, display all its columns on the page and check if there are any records appearing.

 

If not, then it means that the view has been incorrectly created.

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I am developing a Realty app. I need to add a new navigation section as Tasks and Calendar within this app. I also want to utilize the existing Task List Page and Task Form Pages such that if any changes are made in the task pages of the Realty App, they should not be reflected in the native Task List Page and Task Form Page of the Sales App. 

 

I have created a new Task and Calendar from the Freedom UI Section. This has created new page. However, if I make any changes to the New page or form page, it gets reflected in the existing Task List and Task Form pages of the Sales App. Please guide me on an efficient way to achieve this.

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Hi Manoj,

I assume you have created a replacement schema for Task pages. This way, in the UI, the page will take into account all replacements and native page settings and display them all. 
The original pages are still saved in the OOTB packages, but on top of it you have your replacement schema.

So if you remove the newly created application, the basic schema will still be intact (if no direct changes to the OOTB packages were made).

To achieve your goal, I recommend creating a separate page with the source object "Activity" and adding the necessary elements to this newly created page.

I hope this helps. Have a great day!

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We are trying to copy all attachments posted in an object's feed to the attachment's section of the object in Freedom UI. 

 

Here's the scenario, we created a section to hold data about all our subcontractors. The users are leaving comments and docs in the Feed, but we want all those same docs to copy over to the record within the attachments section. 

 

I have used the file transfer function the business processes but the feed not your typical object.

 

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Good day,

Could you please specify whether the you are trying to copy over are stored as, for example, "Feed uploaded file"?
Feed uploaded file

Have you attempted using a process element "Process file" mentioned in this article? 

 

If so, please let us know, what exact error you are experiencing.

Thank you in advance!

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The client wants to use Consimple messenger connector for Creatio to send SMS within campaigns, but wants us to expose an API so they can connect their system with Consimple.

Do you know how I can do that?

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Hello,
It's necessary to contact Consimple to address this functionality. 
Consimple messenger connector for Creatio | Creatio Marketplace

It is already in the system with simple, do you know how I can configure it now, I have not found documentation

Hello,

 

We kindly recommend contacting the developer of the marketplace application at office@consimple.com. They will be able to provide you with detailed insights about the mechanism.

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How can you refresh a Timeline or to get it's data source?

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Hello, 
 
Please note, that there is unfortunately no possibility to do that through basic Creatio tools, only through  development for now. 

There is anotehr community post you may find helpful: https://community.creatio.com/questions/how-can-you-refresh-timeline-feed-or-next-steps-component-code


For Classic UI Creatio pages, to refresh or reload a page the function ReloadEntity is used:  https://customerfx.com/article/refreshing-a-page-or-detail-sections-on-a-page-from-client-code-in-bpmonline/

However, in Freedom UI Pages, the structure of the page is different and along with this a new way to refresh anything on the page. In a Creatio Freedom UI page, there is no longer separate details from the page itself. Instead, a list is just another element in the page that uses a separate data source on the page.

There is an article : https://customerfx.com/article/refreshing-reloading-page-or-list-data-on-a-creatio-freedom-ui-page/

Additionally to view more details about the Timeline component itself and setting it up we are adding some links: 
https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/platform-customization/freedom-ui/overview
https://academy.creatio.com/docs/8.x/no-code-customization/customization-tools/ui-and-business-logic-customization/UI-designer

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Hello Community, 

 

We have a client for whom we perform Excel imports of products into quotes. This import process includes a validation step where the system checks the PartNumber to verify if the product already exists. If it does, the corresponding ID is assigned to the product in the quote. If it does not exist, a new product is created with the appropriate classifications.

 

However, we discovered that when the PartNumber in the Excel file contains "00", Creatio is unable to process it correctly and instead associates a product with no PartNumber assigned.

 

 

Can you help us resolve this issue? Any suggestions would be appreciated!

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Hello,
 

I recommend that you make sure that the type of the PartNumber field in Creatio matches the format you are trying to insert, i.e. it should be a text field.
 

In addition, the system has a lookup “Excel import log”, we recommend that you search for your import logs, if there were errors with filling in the column, they will be displayed in this lookup.
 

If you cannot solve the problem yourself, we recommend contacting our support team for a more detailed check. (support@creatio.com)

Best regards,
Pavlo!

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why i get this error. i use update
... 0/odata/Contact(guid'123') to change number value

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Hello, 

The error you encountered, according to the analysis, was caused by the fact that the OData protocol takes some time to initialize. During this time, requests via the protocol may return an error. However, within 5 minutes of the request, the system successfully initialized the protocol.


Best regards, 
Orkhan

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Hello Creatio Community,

 

    I want to display Contact List in a dropdown. The Contacts should be dynamically filtered based on the Account selected in another dropdown on the same page, As Shown in below Image.

Requirement:
    When the user selects a particular Account, the Contact dropdown should update to display only the Contacts associated with that Account. Both fields Account and Contact are linked to Custom object in Creatio.


Questions:
1. How can I dynamically filter the Contacts dropdown based on the selected Account?
2. Are there specific methods or best practices in Creatio Freedom UI for implementing such a dependency?

 

Thanks & Regards,

Ajay Kuthe.

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Best reply

Hello,

Unfortunately, the desired functionality cannot be implemented with user's methods. However, as a workaround, you can do the following:

1) Here is an example of the functionality you need. It describes how to filter dropdown values - https://customerfx.com/article/dynamically-filtering-a-lookup-on-a-creatio-freedom-ui-page/
 
2) Another option: create a dropdown on the page where macro source is selected. Then create a filtering business rule that will filter values in the parameter based on the added dropdown value. 

We want to assure you that we have created a request for our development team to implement this functionality in future versions of our application. 

Hello,

Unfortunately, the desired functionality cannot be implemented with user's methods. However, as a workaround, you can do the following:

1) Here is an example of the functionality you need. It describes how to filter dropdown values - https://customerfx.com/article/dynamically-filtering-a-lookup-on-a-creatio-freedom-ui-page/
 
2) Another option: create a dropdown on the page where macro source is selected. Then create a filtering business rule that will filter values in the parameter based on the added dropdown value. 

We want to assure you that we have created a request for our development team to implement this functionality in future versions of our application. 

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Hi,

 

how can I bind data by filter (like it was some years ago)?

I need to bind big part of data (combined filter between two dates and not containg specific text) and it is very difficult to click them manually. 

 

Kind regards,

Vladimir

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Hello!

 

At this point, you are able to bind all data to data binding or add them manually. We do not have such functionality where data is binding due to a specific time filter. I will inform our RnD team to research the possibility of adding such functionality in the future.

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We need to create 10 similar Dashboards, for each Region. Visualization and all filter criteria are the same except 1 lookup (for Region) should be different

What are the most effective way to replace this lookup ID for each dashboard, but do not change it manually, as there are more than 50 visuals on each page. and we need to repeat this for 10 regions.

Thanks for ideas

Thanks,

Leo

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Leonid,
 

The Dashboard section is a unique section implemented in Classic UI, and unfortunately, it is not possible to configure such a dynamic filter in this section.
 

However, you can manually set up same dashboards in Freedom UI. For example, you can create a new home page and implement the solution with quick filters there.

Hello,
 

Unfortunately, such changes are not feasible in the context of Classic UI dashboards, as the configuration of these charts (dashboard object, filters, sorting, etc.) is stored in the database as JSON configurations.

 A whole tab corresponds to a single record in the SysDashboard table, and all settings are stored in the Items column.
 

In this format, the field value used for filtering is not just an Id, but an entire config with various parameters.
 

Therefore, a much faster solution would be copying the dashboard tab and modifying it manually:


On the other hand, in Freedom UI, dashboards are not stored in the database but directly in the schema of the page. As a result, you can modify the parameters directly in the schema.


 However, this approach also requires time and is unlikely to yield a faster result than simply copying and manually adjusting the lookup field value.



Also, in Freedom UI, you can dynamically filter charts using the Quick Filter. This way, you only need to configure the charts once, and by using the quick filter, you can check all regions of interest dynamically.
 

Thank you for reaching out!

Pavlo Sokil,

Does the approach with Freeform UI work for Dashboards (Підсумки), but not for separate Entities (Sections like Lead or Opportunity)?

Leonid,
 

The Dashboard section is a unique section implemented in Classic UI, and unfortunately, it is not possible to configure such a dynamic filter in this section.
 

However, you can manually set up same dashboards in Freedom UI. For example, you can create a new home page and implement the solution with quick filters there.

Leonid writes:

Pavlo Sokil,

Does the approach with Freeform UI work for Dashboards (Підсумки), but not for separate Entities (Sections like Lead or Opportunity)?

If you select data from SysDashboard, you can find dashboard configuration. I see filtration settings are stored in Items column. 
Maybe you can update this with SQL script

 

Hi Leonid, 

You could build one dashboard and then install the Quick filters for Creatio, add a simple filter to the section and let the end users apply that filter themselves. I believe it'd be cashed for them anyway if they want to have it always applied. 

 

https://marketplace.creatio.com/app/salesup-quick-filters-creatio

Best,
Jacek

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