Hi there,

 

Im workin in a demo and are looking to strict contract approval so only system administrators can be choosen as approver and no one else?

 

Where can i do this if it even is possible

Like 0

Like

1 comments

Hello,

 

Approvals have the same access set up as any other object in the system. If you want to specify who can and who cannot see approvals go to the "Object permissions" section and specify roles for record permissions for Contract  Approvals object: 

Show all comments

Hi all! please tell me which application helps with renaming printed forms. For example, I want the name of a Word document (invoice) to change to invoice number + client? Previously, such an application was on the marketplace. Perhaps now this can be done in the system itself? Thank you in advance

Like 1

Like

1 comments

Hello,



Unfortunately, at the moment it is not possible to set up dynamic name change by a print form in the system with basic tools. 



However, a task has already been registered in our R&D team to consider and implement such a feature in future releases. In case you would like to check  what stage this task is at, I am sending you the task number: PR-4191. Feel free to share this number with us at any time and ask your questions.

Show all comments

There is a function to create a month and day field from a date but there does not seem an option to create a year field from a date. Does anyone know the best way to achieve this?

Like 0

Like

3 comments

Hello,

You should use construction like dateTimeTest.Year.ToString() to get the year from your date\time (if we are discussing server-side logic). Something like (in Visual Studio):

DateTime dateTimeTest = DateTime.Now;
string yearPart = dateTimeTest.Year.ToString();
Console.WriteLine(yearPart);
Console.ReadKey();

The output is:

In business process (script-task or process methods) the approach is the same, but you need to put the "yearPart" string into some text parameter of the process to use it further.

If we are interested in the client-side logic then you need to use the getFullYear method (described here https://www.w3schools.com/jsref/jsref_getfullyear.asp).

Thank you for this solution Mira!

I used the same technique with the Low Code settings to achieve the same result. I parsed the current year from the current date to use as a parameter in the process. Very helpful.

Susan Samara,

Hi Susan,

 

I'm use the following approach

 

[#System variable.Current Date#].ToString("yyyy")

 

If you need the result as integer, can use:

 

Convert.ToInt32([#System variable.Current Date#].ToString("yyyy"))
Show all comments

Hello,

 

What does the "ProcessElementId" under an Activity-record in the database refer to? I will attach a picture from our database.

 

In essence, we are trying to create tasks through Odata-API that are tied to a specific case stage. But all tasks we create show up on all stages of the opportunity which we dont want. The only difference between tasks we create from Odata and tasks created through the case stage setup seems to be that the ProcessElementId-value is filled in. 

 

Can anyone tell what purpose this value serves and how we could case stage-dependent tasks?

Like 0

Like

1 comments

Hello, 

The field ProcessElementId refers to a record in the SysProcessElementData table. This table contains information about all the running elements in business processes. The value ProcessElementId represents the ID of the element that created this specific activity.

Show all comments

Hi community, 



Regarding data import, how does the system recognize and track data imports into specific objects? 

For instance, when I click on the link ("Open imported records") provided in the data import notification, I wanted to know how the system knows which object it's associated with and in which object/table is that information being stored?





Thanks in advance

Regards,

Goparna Nasina

Like 0

Like

4 comments
Best reply

It tags the records. Each record imported has a tag added of the date time of the import. When you click that link from the notification it opens the section and sets a filter for that specific tag.

Ryan

It tags the records. Each record imported has a tag added of the date time of the import. When you click that link from the notification it opens the section and sets a filter for that specific tag.

Ryan

Ryan Farley,

 

Thank you Ryan.

I wanted to send a notification when data is imported in a particular object. As you stated above "when we click on notification it opens the section", how can I get that section details or which table in database is the section id stored for that particular import?



Thanks in advance 

Goparna Nasina

Goparna Nasina,

 

The information is stored in the ObjectNameInTag table.

For example in AccontInTagTable.

Bogdan,

 

Thanks Bogdan

Show all comments

I am trying to add a detail to a section and link on a lookup field. I select the detail column lookup but the only option I have on the 'equals to page column' is the Id (and not the corresponding lookup). The strange thing is that it allow me to do this on another lookup field. See attached example. I cannot really work out why as it is effectively trying to do the same thing. I have checked that both the page and the detail are using the same lookup. Grateful for any help here.

File attachments
Like 0

Like

3 comments

Hello,

 

The issue is that the 'Databowl Lookup' object did not have the 'Databowl ID' field, unlike the 'DB Campaign ID' and 'Databowl' objects. In the 'Equals to page column' field, you can select columns that exist in both the detail object and the object where this detail is placed.

For user convenience, when creating a detail, this field is automatically filled as 'ID.'

Additionally, you can read about creating and configuring details in the academy.

Sergii Zhmurko,

Thanks for your reply, however both objects do have that column. They are identical in name and also the lookup that they point too. Unless I have misunderstood your reply I am not sure that is the issue

Hi, If the issue continues to occur in this case, please contact Creatio support (support@creatio.com) for a more detailed analysis. Also, to proceed with the analysis, we will need access to the website.

Show all comments

Hi Guys,

How to make mobile phone number hyperlink on the section page? I have made it hyperlink on the record page using below code and it is working fine.

 

{

                "operation": "insert",

                "name": "STRING1f27bc1d-c936-4310-96b7-9d648cf0459e",

                "values": {

                    "layout": {

                        "colSpan": 12,

                        "rowSpan": 1,

                        "column": 12,

                        "row": 2,

                        "layoutName": "Header"

                    },

                    "bindTo": "SMPhone",

                    "enabled": false,

                    "showValueAsLink": true,

                    "href": {

                        "bindTo": "SMPhone",

                        "bindConfig": {

                            converter: "getLinkValue"

                        }

                    },

                    "linkclick": {

                        "bindTo": "onCallClick"

                    },

                    "controlConfig": {

                        "autocomplete": Terrasoft.generateGUID(),

                    }

                },

 

 

 

Like 0

Like

1 comments

Hello!

 

How is it possible to configure Contact compact profile (for example, I want to remove birthdate and age)

Like 0

Like

1 comments

Hello,

 

The component behavior is pre-configured and non-editable.

 

However, we registered the idea it in our R&D team backlog for consideration and implementation in future application releases.

 

Thank you for helping us to improve our product. 

Show all comments

Hi all,

How to do a validation on the entries when the user clicks the DCM to change status?

If the validation fails, the DCM will remain in the current status.

The business process only checks after an update which is not ideal for validation checking.

Like 0

Like

6 comments

Hi David

 

We've worked around this by creating buttons that trigger processes.

Inside the process the checks are run, and then the state is changed.

 

Rgds,

Luis

Hello,

 

Could you please describe your business task in more detail so we could better understand how exactly you need the system to work?

To accomplish this we store the stage in an attribute and then can revert back if needed. I have an example of this here https://customerfx.com/article/how-to-prevent-users-from-moving-a-case-…

Ryan

Luis Tinoco Azevedo,

Hi Luis,

 

I have thought about this.

However, how to implement this concept if the DCM has many stages?

Do we need to create a button for every stage?

 

David

Ryan Farley,

Hi Ryan,

 

Thank you for the article.

The approach in the article is very neat. It might be the suitable solution to my problem.

I love the articles from customerfx.com.

 

Thanks again.

 

David.

 

Mira Dmitruk,

Hi Mira,

 

Assume the screen below, on a certain condition the "Sales order service" should not be empty before entering the "In progress" status. However, I couldn't set the "required" attribute on the field from the business rule, because the condition is a bit complex.

In this case I need a validator before the status changes to "In progress".

 

David

Show all comments

Does anyone know a way of using an exponential value in a formula in a business process? The C# forums say to use Math.Pow(base number, exponent number) but I get an error that "No applicable method "Pow" exists in type "Math" when using that in a business process formula. 

 

The use case is that there's a a 2% annual escalator based on the warranty years of a certain product. So the formula would be (base price)*1.02^(years of warranty)

Like 0

Like

1 comments

 

Hello Andriana,

In order to use the static “Math” class in C# code you should add the “System” namespace to the file:

using System;

If the issue still exists, please provide us with a source code of the module and the error message. It will help us to analyze the issue in more details.

Additionally, please find more information about the “Math” class in the article by the link below:

https://learn.microsoft.com/en-us/dotnet/api/system.math?view=net-7.0 

Best regards, Anhelina!

Show all comments