I want to see if any opportunity changed to a stage in the previous week. I think the setting I have shows what the current stage the opportunity was in.  I need it to show if it ever changed to that stage during that timeframe

 

Like 0

Like

1 comments

You could create a date field and populate it automatically in a business process when the opportunity stage changes. That way you will have the exact date it was updated. Depending on requirements you could do this for each stage

Show all comments

Hi There,

 

is it possible to configure the Timer Component, so it displays in days, weeks, months instead of hrs & minutes? 

i.e to count down 12month of a product warranty or to count up how long a warranty claim has been open.

 

thanks!

Like 0

Like

2 comments
Best reply

The timer will adjust to the units that makes the most sense for the time period. I have a timer component that is set as a "Count up timer" using the time since a case was created. If the time period is short it displays hours and minutes.

If the time period is long it automatically switches to months & days:

Ryan

The timer will adjust to the units that makes the most sense for the time period. I have a timer component that is set as a "Count up timer" using the time since a case was created. If the time period is short it displays hours and minutes.

If the time period is long it automatically switches to months & days:

Ryan

Ryan Farley,

Thank you Ryan, that's great! I have been hesistant to adding this, as it didn't make sense displaying in Hrs/Min. :)

Show all comments

Як створити звіт fastreport у версії 8.1.4? Є багато готових звітів і потрібно ще один зробити, але таку можливість забрали

Like 0

Like

1 comments

Розібрався. 

  1. 1. Потрібно створити пусту строку в таблиці FastReportTemplate
  2. 2. Новий запис в таблиці FastReportDataSource
  3. 3. Запис в SysModuleReport
  4. 4. Запис в SysModuleAnalyticsReport
  5. 5. звіт можна відкрити в сторінці "Налаштування звіту" і продовжити роботу
Show all comments

Hello Community,

 

I have created a custom page as shown below and added a button to the top bar.

 

When adding a new record, I want to hide the 'Add to Timesheet' button.

 

I want to learn, how to define the method and Method Calling in UsrTasks_FormPage in schema Designer.

UsrTasks_FormPage  Schema:

 

define("UsrTasks_FormPage", /**SCHEMA_DEPS*/[]/**SCHEMA_DEPS*/, function/**SCHEMA_ARGS*/()/**SCHEMA_ARGS*/ {
 
    var IsVisible = function() {
        //Logic is to Hide the Button on New Reacord Creation
    };
    return {
     viewConfigDiff: /**SCHEMA_VIEW_CONFIG_DIFF*/[
                   {
                "operation": "insert",
                "name": "AddToTimesheet",
                "values": {
                    "type": "crt.Button",
                    "caption": "#ResourceString(AddToTimesheet_caption)#",
                    "color": "primary",
                    "disabled": false,
                    "size": "large",
                    "iconPosition": "only-text",
                    "visible": { bindTo:  "IsVisible" },
                    "clicked": {
                        "request": "crt.CreateRecordRequest",
                        "params": {
                            "entityName": "UsrTimesheet",
                            "defaultValues": [
                                {
                                    "attributeName": "UsrProject",
                                    "value": "$PDS_UsrProject_yuj01i4"
                                },
                                {
                                    "attributeName": "UsrTask",
                                    "value": "$Id"
                                }
                            ]
                        }
                    },
                    "clickMode": "default"
                },
                "parentName": "ActionButtonsContainer",
                "propertyName": "items",
                "index": 0
            }
     ]/**SCHEMA_VIEW_CONFIG_DIFF*/,
        viewModelConfigDiff: /**SCHEMA_VIEW_MODEL_CONFIG_DIFF*/[]/**SCHEMA_VIEW_MODEL_CONFIG_DIFF*/,
        modelConfigDiff: /**SCHEMA_MODEL_CONFIG_DIFF*/[]/**SCHEMA_MODEL_CONFIG_DIFF*/,
        handlers: /**SCHEMA_HANDLERS*/[]/**SCHEMA_HANDLERS*/,
        converters: /**SCHEMA_CONVERTERS*/{}/**SCHEMA_CONVERTERS*/,
        validators: /**SCHEMA_VALIDATORS*/{}/**SCHEMA_VALIDATORS*/
    };
});

 

 

Regards,

Ajay K

Like 0

Like

4 comments
Best reply

If you're wanting to wire up code to run when the button in clicked, see this article: https://customerfx.com/article/adding-a-button-to-execute-custom-code-on-a-creatio-freedom-ui-page/

As for the visible property, using {bindTo: "something"} doesn't work for Freedom UI pages (that is for classic). Instead you'd add an attribute and bind it using "$AttributeName", then set that attribute elsewhere like in the model init request. 

Using attributes: https://customerfx.com/article/using-custom-attributes-on-a-creatio-freedom-ui-page/

Using the model init handler: https://customerfx.com/article/waiting-for-model-to-be-ready-and-loaded-in-the-crt-handleviewmodelinitrequest-on-creatio-freedom-ui-pages/

This article shows how to make something visible or not based on if the user is a member of a role: https://customerfx.com/article/showing-or-hiding-a-field-if-the-current…

Ryan

You can choose the visibility to "visible": { bindTo:  "IsVisible" } and add the conditions if needed:

isVisible: function() {
             if ( ---- )  
                     return true;
             return false;
}
 
OR
 
showButton: function() {
			this.callParent();
			this.set("isVisible", false);
			},

Best regards, Anhelina!

Anhelina,

Could you please clarify how to define the function in the schema?  

Is there any reference how to define the Functions in "ClientUnitSchemaDesigner". 

If you're wanting to wire up code to run when the button in clicked, see this article: https://customerfx.com/article/adding-a-button-to-execute-custom-code-on-a-creatio-freedom-ui-page/

As for the visible property, using {bindTo: "something"} doesn't work for Freedom UI pages (that is for classic). Instead you'd add an attribute and bind it using "$AttributeName", then set that attribute elsewhere like in the model init request. 

Using attributes: https://customerfx.com/article/using-custom-attributes-on-a-creatio-freedom-ui-page/

Using the model init handler: https://customerfx.com/article/waiting-for-model-to-be-ready-and-loaded-in-the-crt-handleviewmodelinitrequest-on-creatio-freedom-ui-pages/

This article shows how to make something visible or not based on if the user is a member of a role: https://customerfx.com/article/showing-or-hiding-a-field-if-the-current…

Ryan

Ajay,

Ryan is right. Suggested method works for ClassicUI but doesn't work with Freedom UI. The way to use visible property has changed. You can check the instructions from the Academy "Hide the feature on a page behind access permissions"

Show all comments

Hi! How to place a button at dashboard section ? I know there is an article 
https://academy.creatio.com/docs/developer/interface_elements/record_page/button/overview
but there is no information about dashboard section containers.

Like 0

Like

3 comments

Hello,

You can use this instruction: https://academy.creatio.com/docs/developer/interface_elements/record_page/button/overview to add the necessary button to any section. If you have a Freedom UI, you can use the Button component for dashboards using this article: https://academy.creatio.com/docs/8.x/no-code-customization/customization-tools/ui-and-business-logic-customization/UI-designer#title-2230-17.

 

Malika,

as I said in the post, this article does not answer my question, there is no container for the dashboard section

Andrii Herbshtasov,

Unfortunately, there is no way to implement the button in the dashboard section. 

As a workaround you can create a custom page in FreedomUI by no-code methods and add a Button with all needed dashboards.

Show all comments

Hey Community,

I am importing data through Excel into my custom section and attempting to auto-calculate a field based on two other fields in the UI. However, since the user won't be opening the form page, the business rules and JavaScript code I've written aren't being triggered .

I also wrote an" Oninserting" entity event layer code, the same  is not getting triggered as well,however the entity event layer code is getting triggered on click of the new button.
How do i approach this?

Like 0

Like

1 comments

Hello,

Please describe in more detail what code you wrote (if possible, provide an example), what it is for, and how it's connected to business rule and import.

Show all comments

Hello,

 

we need to implement DateTime field, that will always display time without applying current user timezone, so value entered there should be the same for users in Asia or America. 

How is it possible to do in Classic UI?

 

Kind regards,

Vladimir

Like 0

Like

1 comments

Hello,
 

Unfortunately, there is no out-of-the-box functionality to implement a DateTime field that ignores the user's time zone settings. To achieve this, custom development would be required.

Best regards,
Ivan

Show all comments

Hello, colleagues. After generating a report, it is necessary to attach it as a file to the record, in the Files and links detail. The application from "customerfx" is not suitable. Here, it is necessary to automatically select the report form by pressing one button, etc. 

I ask for your help. Perhaps there is somewhere to look at the code. Or you can point to an article in the Academy, or something else.
As a last resort, I will analyze the principle of operation of the application from Ryan (customerfx").
Thank you all.

Like 0

Like

2 comments
Best reply

Not sure if I completely understand, however, if you're wanting to generate a printable and attach to a record, you can do this with a process using the Process File element. This allows you to generate a printable and you can easily attach to a record's files. Then, just wire up the button to run the process. 

Ryan

Not sure if I completely understand, however, if you're wanting to generate a printable and attach to a record, you can do this with a process using the Process File element. This allows you to generate a printable and you can easily attach to a record's files. Then, just wire up the button to run the process. 

Ryan

Ryan Farley,

Thanks, Ryan. That's what I did. I wrote a business process for generating different reports depending on the value of the reference field and adding them to the attached files. In the module, I added a button to call this business process with the transfer of the necessary parameters to it.

Show all comments

Hello,

I'm trying to add an auto-numbering field in the Leads section following the instructions here: https://academy.creatio.com/documents/technic-sdk/7-13/how-add-auto-numbering-edit-page-field

 

I've made the 2 new system settings required:

I've also made a replacing Lead object in the package I'm working on and added a new event trigger before the record is added:

The process triggered by this signal on the object is set up with the expected elements:

With conditional logic:

One thing I think is missing is how to tie the new system settings into this process.  Is there a schema or input I need to update for this?
 

Also, do the process element parameters need to be populated on the user task?

Thank you for your help finding what needs to be fixed to get this working!

Like 1

Like

2 comments
Best reply

Is your column on the Lead object really called "CreatioNumber"? (the code for the column)

You've verified that your User Task is really named "LeadNumberCreation"? (click the three-dot button on the top right and switch to advanced mode)

As for the system settings, the user task locates and uses those. 

As a side note, the new method is much easier (it works for classic as well as Freedom since it's simply added as a default value for the column). See https://customerfx.com/article/working-with-autonumber-fields-in-creatio/

Ryan

Is your column on the Lead object really called "CreatioNumber"? (the code for the column)

You've verified that your User Task is really named "LeadNumberCreation"? (click the three-dot button on the top right and switch to advanced mode)

As for the system settings, the user task locates and uses those. 

As a side note, the new method is much easier (it works for classic as well as Freedom since it's simply added as a default value for the column). See https://customerfx.com/article/working-with-autonumber-fields-in-creatio/

Ryan

I obfuscated the real code numbers for these screenshots but the ones I'm using do match the field column code and the user task code so that shouldn't be the problem.
 

That's great to know there is a more simple way to create an autonumber field right on the object now though!  I tried it and it worked so that solution will work fine.

Thank you so much for your help!

Show all comments

Hello. Is there a way to fill the field values ​​from the master window in which you opened the lookup (lookup field) and clicked the "New" button? Something similar to how adding a record in a datagrid detail works. When you click add a record, a window with fields opens and these fields can automatically pull values ​​from the master page.

Like 0

Like

1 comments

Hello,
As far as I know, there are no methods to transfer data from the master record to a one created via a lookup window. But, the sandbox messaging should help you resolve this task. More on it here https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platfor…

Show all comments