Hello!

You can use the filtersConfig parameter to filter records, as mentioned in the article.

Or you can use the option selectionState to predefine selected rows, which will be pre-selected when the lookup page is opened.

Example of selected records:

{
	type: "crt.OpenLookupPageRequest",
	...
	selectionState: {
		type: 'specific',
		selected: [
			'00000000-0000-0000-0000-000000000000',
			'11111111-1111-1111-1111-111111111111',
		]
	}
}

An example of pre-filtering records:

{
	type: "crt.OpenLookupPageRequest",
	...
	filtersConfig: {
		filterAttributes: [
			{
				name: 'MyFilter',
				loadOnChange: false
			}
		],
		attributesConfig: {
			MyFilter: {
				value: {
					"items": {
						"29e16d42-36f1-4e04-9029-4321cbb2494d": {
							"filterType": 1,
							"comparisonType": 11,
							"isEnabled": true,
							"trimDateTimeParameterToDate": false,
							"leftExpression": {
								"expressionType": 0,
								"columnPath": "Name"
							},
							"isAggregative": false,
							"dataValueType": 1,
							"rightExpression": {
								"expressionType": 2,
								"parameter": {
									"dataValueType": 1,
									"value": "Super"
								}
							}
						}
					},
					"logicalOperation": 0,
					"isEnabled": true,
					"filterType": 6,
					"rootSchemaName": "Contact"
				}
			}
		}
	}
}

First read the record using whatever Identifier you have on it from the source data. If the record exists the Id value will be a Guid and if it doesn't exist the Id of the record will be Guid.Empty.

So the condition for the update will look like: 

[Id from the Read] != Guid.Empty (this means the Read found the record)

The "else" will proceed to the Add, just make sure you populate some identifying value from the API call that you'll use when you read if the record exists next time.

Ryan

Dear Kumaran,

Thank you for your question!

Allow me to clarify how the import process works. When importing data into Creatio, you are essentially transferring the information from your Excel file into the corresponding database table. Each detail in Creatio corresponds to a different object or database table. Therefore, during an import, data can be inserted into one table or object at a time.

Import to Contact/Accounts have custom core logic applied, but all other objects work with logic described above.

You can read more about Excel import on Creatio Academy: https://academy.creatio.com/docs/8.x/creatio-apps/creatio-basics/busine…

Have a great day!

Hello,



To find duplicates in Freedom UI, you need to go to System Designer, then select Setup duplicates rules.



There you will be able to perform all the actions you need.

Malika,

Hi ,

Setup duplicates rules is not sowing under System setup. Is it due to the latest version??

Abhishek,

Is this a cloud or local system?

If it's local, you probably need to set up the deduplication components first to have it available.

Hello,

 

You need to remove it from the development website, install the package on the production website, and the package installation mechanism on the production site will detect the differences in objects between what exists in production and what is in the package, and drop them.



Best regards, 

Orkhan

Orkhan,

is this valid also for all references to the deleted fields like forms, lists, dashboards, reports,...?

I guess the system will not check js and cs code, so that will need to be handled manually, right?

BR

Robert Pordes,

No, system will not check. But this is not a problem to remove such fields from the code



Kind regards,

Vladimir

Finally we found the problem: the OpportunityProductPageV2 source page in the Opportunity package contains a method that calculates the price of the product including VAT: calculatePrice.

I've overridden the method and the problem is solved.

I thought that creating the OpportunityProductPageV2 page in the Custom package replaced the view model, but in fact it's an extension.

Sorry for the inconvenience.

Hello,

It depends on which column should be required here. One particular example: this method can be added to ActivityMiniPage:

save: function(callback, scope) {
				var opportunity = this.get("Opportunity");
				if (opportunity) {
					this.callParent(arguments);
				} else {
					Terrasoft.showInformation("Opportunity is required");
				}
			}

In this case saving of the mini page is not possible in case an opportunity is not connected to an activity and the information message will be shown on the page.

Hi Oleg,

Thank you, it works!

Hello,

It all depends on the specific requirement:

1. If you need to display across the system only those contacts created by the users themselves, this can be achieved by configuring record permissions. If you toggle the switch but do not specify any roles, records will only be visible to the users who created them. You can also set up such access rights based on roles.
   
    

   https://academy.creatio.com/docs/8.x/setup-and-administration/administration/user-and-access-management/access-management/record-permissions
   
   
   
    

2. If you want contacts across the system to be visible only to those set as the Owner of that contact, you can utilize a business process with the "Change access rights" element. Configure it in a way that when the owner changes, all access rights to the record are removed, and only the new owner is added.
   
    

   https://academy.creatio.com/docs/8.x/no-code-customization/bpm-tools/bpm-process-examples/how-to-manage-access-permissions-with-business-processes
   
    

3. If you need to display contacts in a specific field where the owner is the current user, you can use a filtering business rule to display only those contacts where "Owner" = "Current User owner".

Thank you for reaching out!

I believe that button is added differently, via code in a mixin. It would be easiest to just hide it with CSS. 

To hide for just the Orders section you'd add the CSS like this: 

#OrderSectionV2Container .grid .t-btn-wrapper[data-tag="processEntryPoint"] {
    display: none;
}

You'd add this to the OrderSectionV2. You can see how to add CSS here: https://customerfx.com/article/adding-custom-css-style-sheets-in-bpmonl…

Ryan

thanks Ryan

Hello,

Perhaps it would be suitable for you to enable additional logging with NLog:

https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platfor…