Question
required fields
client_module
Sales_Creatio
8.0
Set a field as "required" when another field contains a specific value
Sam Herth
06:26 Jan 24, 2024

Hi all,



When this page opens, a process runs automatically, and the 'Mandatory Values' field is filled. The 'Mandatory Values' field specifies which fields should be compulsory to fill. Accordingly, based on the values in the 'Mandatory Values' field, I need to make related fields mandatory (required).

For example, if the 'Mandatory Values' field value is 'Package Name, Price,' I need to make the 'Package Name' and 'Price' fields required.

Can I run a function on the client side to make fields compulsory after the automatic process has run?

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1 comments
Kate Karpik
03:10 Feb 11, 2024

Hello!

 

Based on your query, I recommend reviewing the following posts which may offer valuable insights and solutions to your business task:

https://community.creatio.com/questions/make-fields-required-dynamicall…

https://community.creatio.com/ideas/enable-required-parameter-indicator

https://community.creatio.com/questions/setting-required-field-client-c…

https://community.creatio.com/questions/required-field-conditions-using…

 

Best regards,

Kate

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Question
Multicurrency
version
8.1
Sales_Creatio
8.0
Show multicurrency in Opportunity page using the freedom UI 8.1 version
Timea Losonc
10:13 Jan 18, 2024

Hello,

 

how can I add the multicurrency data to my Opportunity page, like it worked properly in the Classic UI? 

 

For example, I would like to add the Opportunity value in USD, than the system calculate the EUR value, or if I add the value in EUR, the system will calculate the USD value.opps



Thanks, Timea

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2 comments
Bogdan
12:39 Jan 18, 2024

Hello,

 

Our R&D team has a task to implement a multicurrency field in Freedom UI in the 8.2 application version.

 

Unfortunately, there are no examples in the documentation or application of implementing it in the current application versions. So please wait until 8.2 when this column will be available out-of-the-box and could be used on the pages.

Timea Losonc
13:32 Jan 18, 2024

Thanks for your answer.

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Question
Shared_Office_365_Mailbox
Sales_Creatio
8.0
Shared Office 365 Mailbox Issue
Matthieu Le Maitre
16:28 Jan 16, 2024

Hello, I have an issue regarding email accounts. We use a shared mailbox for sending automated emails. In Créatio, I had to add my email with my Office 365 account and then add the shared mailbox. The problem is that all automatically sent emails from Créatio using the shared mailbox end up in the "Drafts" folder of my personal mailbox instead of the sent items of the shared mailbox. Do you have any information on this issue?

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5 comments
keith schmitt
17:09 Jan 16, 2024

We have the same issue, Seems to only happen when there is an attachment or an image in the Email. Went though support many times, and their response is it is how the Exchange Web Services does it and was told to reach out to MS.

Matthieu Le Maitre
17:47 Jan 16, 2024

keith schmitt, Thank you for your response

Sergii Zhmurko
01:14 Jan 19, 2024

Hi,



We have examined the problem and determined that the issue is specifically associated with emails that contain attachments. Mind it, if there's a signature with a photo in the template, it will also be considered an attachment. We would like to explain the email sending process from our system to help you understand the steps involved and how they relate to the problem you are experiencing.



1) Sending Emails Without Attachments:



When you send an email without any attachments, our microservice Email Listener, responsible for sending and synchronizing emails, sends a request to the mail server with the parameter MessageDisposition="SendAndSaveCopy". This request includes information about where (the folder ID) and in which mailbox the mail server should save the email.



It is important to note that the mail server confirms the success of this request without any errors.



2) Sending Emails With Attachments:

The process for sending emails with attachments is more complex and involves multiple steps:



- The system requests to save the email as a draft with the parameter MessageDisposition="SaveOnly".

- Next, the system requests to add attachments to this draft email using the <m:CreateAttachment> operation.

- Finally, the system sends a request to save and send the email, indicating where (the folder ID) and in which mailbox the mail server should save the sent email.



Like the previous case, the mail server confirms the success of all the requests related to this process without errors. 

 

In such cases, we recommend reaching out to the mail server provider or the responsible party for assistance and guidance on troubleshooting the issue further.



Unfortunately, in this case, we do not have specific recommendations on what should be checked because the issue appears to be related to the mail server or mailbox itself. Our role was to send the request to save and send the email, specifying the folder ID and the target mailbox where the mail server should save the sent email. The mail server confirms the success of all the requests related to this process without errors. 



Please note that we already have had experience with the same behaviour in other clients with this type of mailbox, and they were resolved on the level of mailbox configuration. Our recommendation, in this case, is to check the mailbox configuration. You can involve Microsoft's team for better analysis and understanding, as, unfortunately, as this is a third-party solution, we cannot provide you with complete information about Outlook's mailbox configuration.

Vincent Van de Sompel
18:00 Aug 08, 2024

Hi Matthieu Le Maitre,
 

We are experiencing the same issue for one of our clients. 

Have you or your team found a workaround? Additionally, has adding or removing the mailbox settings resolved anything?
 

Thank you!

Matthieu Le Maitre
17:52 Aug 13, 2024

Hello, no, I haven't found a solution. We had to create a dedicated email address.

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Question
Sales_Creatio
8.0
Restrict Data Import by section/object
Rob Watson
16:11 Jan 16, 2024

Hi

Is there a way to only allow certain users the ability to import data by section/object? It seems to me that it is a 'all or nothing', but I want to grant permissions just for one section/object but keep restrictions in for all the others.

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1 comments
Best reply
Rob Watson
15:27 Jan 17, 2024

To follow up on this. There is an option on the specific object (under advanced permissions) to allow Export but no option to allow Import. 

Rob Watson
15:27 Jan 17, 2024

To follow up on this. There is an option on the specific object (under advanced permissions) to allow Export but no option to allow Import. 

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Question
Sales_Creatio
8.0
Hide Lookup Value if already used
Rob Watson
11:22 Jan 15, 2024

Hi,

Is there a way to hide a lookup value within a specific page if that value has already been used on another record? I want to to ensure that a lookup value is not selected more than once. Alternative solution could be stopping the user from selecting it again.

 

thanks

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Rob Watson
12:14 Jan 15, 2024

I have resolved this by creating a column on Look up which gets updated when a record gets added/updated and that lookup values selected/removed. Then used filter to only display values in lookup accordingly.

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Question
Sales_Creatio
8.0
Home page as a start page after logs in to system in freedom UI?
Maciej Adamski
17:47 Jan 10, 2024

Is it possible to set the home page as the default screen that loads for the user after logging into the system?

In the user account settings it is possible to define a home page, but I can select the home page I have defined here. I can select any section from the system, including dahsboards, but not the home page. Do you know a way to solve this issue?

File attachments
User account.png
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3 comments
Alona Dolya
20:53 Jan 10, 2024

Hello!

 

The specified field is intended to set a section as the default value for the user.

The home pages are the main places where people enter the workspace.

Perhaps you will find the mentioned article useful for implementation:

https://community.creatio.com/questions/default-page-login

Maciej Adamski
17:28 Jan 11, 2024

Alona Dolya,

Thank you for your answer. I know the article you linked to and unfortunately it does not answer my question.

In Freedom UI, the home page does not load by default for users after logging into the system. In Freedom UI, after logging in the desktop set in Setup apperance loads by default. However, I need the start pages to load by default in Freedom UI as it was in the standard UI and I don't know how to set it.

Has anyone managed to solve such a problem?

 

Damien Collot
08:34 Jan 12, 2024

Nope, still awaiting for Creatio to provide us the ability to choose the default page in new shell like we used to in classic shell, being forced on desktop view also...

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Question
Sales_Creatio
8.0
Restricting access to the all apps in freedom UI menu
Maciej Adamski
17:01 Jan 10, 2024

Is it possible to limit access to the all apps in freedom UI menu only for a selected group of users?

In the workspace configuration I can add user groups to different workspaces and it works fine. However, I would like to limit access to the all apps area only for the administrator and I do not know how to do it.

Maybe someone has already managed to solve this problem?

File attachments
all apps.png
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2 comments
Damien Collot
08:35 Jan 12, 2024

A couple similar request for the same issue has been made already (https://community.creatio.com/questions/all-apps-workplace-0)  & ( https://community.creatio.com/questions/default-logon-page-homepage-vs-…), still awaiting for some more control in future version of Creatio 8.1.x

Alina Yakovlieva
20:22 Jan 12, 2024

Dear Maciej,

 

From the 8.1.1 release, there is a possibility to define that by using system operation with code "CanViewAllAppsWorkplace".

Also, please consider that  "All Apps" workplace is displayed to a user only when they have 1+ workplace available. And it namely contains the list of all available apps inside his available workplaces, but not a list of all existing apps in the system.

 

Have a great day!

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Question
icon
LeftPanelTopMenuModule
Sales_Creatio
8.0
Adding Personalized Icon to getTopMenuConfig Function in LeftPanelTopMenu
Abderrahman Tigami
13:50 Jan 04, 2024

Hey Creatio Community,

I'm currently working on customizing the LeftPanelTopMenu in Creatio, specifically trying to add a personalized icon to the getTopMenuConfig function.

Here's what I've tried so far:

  1. I imported a new image via Creatio's UI, and I can confirm it's in the system.
  2. In my code, I'm attempting to reference this image in the getTopMenuConfig function.

Here's a snippet of my code:

 getTopMenuConfig: function() {
                var menuConfig = [
                    {
                        id: "collapse-button",
                        tag: "CollapseMenu",
                        className: "Terrasoft.HoverMenuButton",
                        style: Terrasoft.controls.ButtonEnums.style.TRANSPARENT,
                        classes: {
                            imageClass: ["button-image-size"],
                            wrapperClass: ["collapse-button-wrapperEl"]
                        },
                        imageConfig: resources.localizableImages.collapseIconSvg,
                        click: {
                            bindTo: "collapseSideBar"
                        },
                        hint: this.getCollapseSideBarMenuItemCaptionConfig(),
                        markerValue: this.getCollapseSideBarMenuItemCaptionConfig()
                    },
					{
                        id: "send-button",
                        tag: "sendbtnMenu",
                        className: "Terrasoft.HoverMenuButton",
                        style: Terrasoft.controls.ButtonEnums.style.TRANSPARENT,
                        classes: {
                            imageClass: ["button-image-size"],
                            wrapperClass: ["collapse-button-wrapperEl"]
                        },
                        imageConfig: resources.localizableImages.sendSvg,
 
                    },

Despite my efforts, the personalized icon isn't appearing. I've double-checked the image name and made sure it's correct.

Has anyone encountered a similar issue or successfully added a personalized icon to the LeftPanelTopMenu? Any insights or suggestions would be greatly appreciated!

Thanks,

ABDERRAHMAN TIGAMI

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Question
FreedomUI
Sales_Creatio
8.0
How to convert input text value to ***** in Freedom UI
Nancy
04:40 Jan 03, 2024

Hello Everyone,

 

How to convert input text value to ***** in Freedom UI.

 

Thanks.

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1 comments
Ryan Farley
00:22 Jan 09, 2024

You can try using the password input which will mask the entire text as ****. This control doesn't appear in the toolbox, so to add it, you could add an input, then in the code change "type": "crt.Input" to "type": "crt.PasswordInput". You can see an example of this control in the page SysUserProfilePage (user profile page)

Ryan

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Question
Sales_Creatio
select
terrasoft
terrasoft.core.db
SQL Query Adjustment for Partial City Name Match
Satyam Kumar
13:30 Jan 02, 2024
Hii

I've implemented a method for searching the "City" table by a partial city name match using a wildcard search in the SQL query. The objective is to retrieve the associated "CountryId" based on a partial match of the city name provided.

However, upon deployment, an error occurred, preventing the successful execution of the query. The code snippet is structured to perform a wildcard search using the Like clause, but it seems there might be an issue with its implementation.

Here is the code snippet in question:



public string SelectCountryIdByCityName(string CityName)
{
    var result = "";
    var sel = new Select(UserConnection)
            .Column("CountryId")
        .From("City")
        .Where("Name").Like(Column.Parameter("%" + CityName + "%")) as Select;
    result = sel.ExecuteScalar().ToString();
    return result;
}

I am seeking guidance or any insights you may have regarding the correct implementation of a wildcard search in SQL queries for partial city name matches.

Your assistance or suggestions on rectifying this issue would be immensely appreciated.

 

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2 comments
Sarika Sharma
09:11 Jan 03, 2024

Hi,

 

Any updates on this?

Natalia Kalynovska
17:27 Jan 05, 2024

Hi Satyam,

To implement a wildcard search in the SQL query correctly, you need to make some changes in the provided code:

  1. change “Like” to “IsLike”;
  2. replace the “ExecuteScalar” method (which returns a single record) with “DBExecutor” (which allows the return of multiple records). Here are some examples of using it - https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/back-end-development/data-operations-back-end/direct-access/examples/retrieve-data .

 

Best regards,

Natalia

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