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

Hello, I'm wondering if there is a way to import sharepoint comments directly into the feed in creatio? I could not find any articles or other questions on this. We'd like to move data from sharepoint over to creatio and to have users use the feed similar to how they used sharepoint comments. It's important that we can move over this data.

 

Thank you,

 

Eric

Like 0

Like

1 comments

Hello,

Unfortunately, the functionality you're requesting is not available at this moment. 
However, we have submitted a request to the responsible development team. They will assess the possibility of implementing this feature in future releases.
 

We value your feedback and ideas as they help us improve Creatio.

Best regards,
Antonii.

Show all comments

Hi Team,

 

I'm trying to set up a report for Order section using FastReport. The intent is for users to apply the required date filter on the Order section and generate the report for that period. For eg, order report for month of April, May etc.

The problem I'm facing is that I'm unable to show the selected date period on the report heading (eg. Order Report 04/01/2024 - 04/30/2024). All the rest of the data populates fine. Not sure if there is a way to pass them as parameters to the report template.

Can anyone suggest a way to achieve this?

Like 0

Like

1 comments

Hi, 

 

To display the selected date range in the report heading using FastReport, you'll need to pass the date parameters to the report and then use them in the report's header. 

 

In this matter, new logic for the interaction of these fields will need to be implemented and specified in the data provider. Unfortunately, we do not have ready-made solutions for this implementation. This approach still needs to be tested.

Show all comments

Hi, adding Edit access to a specific column for All Employees role is not saving.
Use Case:  for the Invoice object, All Employees have Read access only (Operation Permission).  For one field ("Field X"), wish to give Edit access to All Employees.  In attempting to set the Column Permission using "Permit reading and editing" for Field X, the permission can be added and applied, but on save and returning to the Invoice security settings, this column permission no longer appears.
Say there are 50 fields on Invoice, the edit access is specific to one field (the rest are all read only).  We want to add this edit access as an exception (1 column setting)..rather than individually set column access for all 50 fields.
It seems the Operation Permission for the role is overriding any further column permission to add additional access rights for that Role for the specific field.
Any suggestions or insights welcome...thanks.

Like 0

Like

4 comments
Best reply

Hello,

 

Unfortunately, if the "Edit" operation permission is disabled for an object, it's not possible to configure "Edit" permissions for individual columns.

 

The only solution is to enable the "Edit" operation permission for the object, and then disable the "Edit" permission for each specific column that should not be accessible for editing.

Hello!

Please provide a screenshot of the permission setting for the object.
It seems that the root cause is related to record permissions.

Hi Alona, screenshot below...thanks.

screenshot

Hello,

 

Unfortunately, if the "Edit" operation permission is disabled for an object, it's not possible to configure "Edit" permissions for individual columns.

 

The only solution is to enable the "Edit" operation permission for the object, and then disable the "Edit" permission for each specific column that should not be accessible for editing.

Wow, thanks. I was hoping that was not the case, but understand the logic. So column permissions are not additive, rather provide further restrictions.

Unfortunately this would mean a lot of work for an object with 20-50-100+ fields to add an entry in column permissions for each field.

Thank you for confirming.

Show all comments

Hello,

 

How can i fix this issue. it shows up each time i drill into a posted lead.

Like 0

Like

1 comments

Hello, the problem with this issue is related to the Object "Usr*****" not persisting in the database. There are 2 reasons for this:
1) You've deleted this object from the configuration. In this situation, you need to return this object to the configuration.
2) You have changed this object but have not published it. In this situation, you need to publish it.

Show all comments

I tried to create module Config with below Code. Also added the same in MobileApplicationManifestMETCHLExecutiveMetLifeChile . but it is not working. Please help.

 

Like 0

Like

3 comments

Hello,
Please verify that the column name METCHLLeadDuplicado exists. Also check if you do not have any other business rule applied to Lead section on your mobile application for this workplace. If this does not help, than you might try recompiling packages. Sometimes mobile wizard might not see changes made in code. 

Hope this helps.

Column name is correct only. Also I compiled the Package as well. Still it is not working . Also , there no other business rule on this field(METCHLLeadDuplicado ) but i created a Business Rule( METCHLLeadBussinesRule_Status) which will hide some controls. Please let me know is this the reason.

khushbu kumari,

If none of the steps above helped, the only thing left to do is to search for the business rules applied to this field. It might be that you set the field as read-only somewhere in a file or applied a business rule to it.

Show all comments