Dear Community,

Could you please provide guidance? Although we've delegated all needed rights to our employees, only the Administrator can add attachments in sections. Other users receive the following message: "File name cannot be null or empty," even though the name and type are allowed and checked.

Thank you for your assistance.

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Hello,

 

Please check the access rights for the object with files.

For example: for the Contacts section, the object is ContactFile.



If the issue still persists, please write to us at support@creatio.com.



Best regards,

Orkhan

Dear Orkhan,

 

Thank you for your reply. That was the case. I changed the object files settings, and it worked.

 

Regards,

Patrycja

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Hi everyone,

 

is there a button that can navigate on the record's form page to the next record's form page, which is previously filtered by list setups? 

 

Thanks, Timea

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Hi timea , 

you can use "crt.OpenPageRequest" handler to open specific page onbutton click .

 

request.$context.executeRequest({
 
    type: "crt.OpenPageRequest",
 
    $context: request.$context,
 
    schemaName: "UsrCaseStatus_ModalPage",   
 
    modelInitConfigs: [
 
        {
 
            action: "edit",
 
            recordId: caseId            //RecordId of the page
 
        }
 
    ]
 
});





Thanks.

Hello,

Unfortunately, such functionality is not implemented in the application.

 

We have submitted a request to the development team to assess the possibility of implementing such functionality in the product.



Thank you for helping us make our product better!

 

Best regards,

Pavlo!

Pavlo Sokil,

This will be a useful feature in studio. We have a couple of applications where a record has multiple details (sometimes hundreds), and the user needs to review and enter some information on each detail. Usually, the record to review has multiple fields and requires its own page. 

A next and a previous button would be useful, so the user does not have to close the page, figure it out where in the list they were and then open another record to process.

Thanks,
Jose

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Hi everyone,

 

Is there a way to display the "add next steps" button/functionality for each record in the list view, so that you can add a task to that record with the pre-filled values without opening that record? 

 

Thanks, Timea

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Hello,



I have discussed this request with the Product Owner.

As for now, there is no such functionality.



We have already registered the idea for our R&D team to implement this functionality in further releases.



Thank you for this suggestion, this helps to make our product better!

Love the idea

Hello,



I have discussed this request with the Product Owner.

As for now, there is no such functionality.



We have already registered the idea for our R&D team to implement this functionality in further releases.



Thank you for this suggestion, this helps to make our product better!

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Hi everyone,

 

is it possible to sort the list by two values? For example I want to sort my list first by the Account and the by the Opportunity Name, because I have multiple opportunities for one Account, and I would like to see which are these. 

 

Thanks, Timea

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Hello,

 

Unfortunately, such a feature is not available.



However, you can set a filter to display records only for a specific Account and then set a filter for opportunities.

 

We have also registered your request with our development team to explore the mechanisms of implementing such a feature.

 

Thank you for reaching out!

Hello, we create a field that is calculated as Account name + Opportunity name. So, if user filters by it, they get needed sorting (hardcoded one). Besides, this field can be set as primary displayed field



Kind regards,

Vladimir

Pavlo Sokil,

Hello Pavlo,

 

You know if and when this feature will be available in Freedom UI? It's a very important and critical feature in the project we are working on and the proposed workarounds (create a filter and/or create a concatenate field) don't match our needs.

 

Best Regards

 

Stefano

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We are testing some signals and created new Usr object for this purpose since there were some issues on OOTB objects. After creating new object, signals for 'Record added' are not triggering. 

 

Is there any additional configuration needed on object to enable signals?

 

Thanks, 

Mario

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Hello,

Basically, in order to trigger the logic of starting business processes on the event of adding/modifying or deleting records, you need to select the object for which events will be tracked and specify the appropriate parameters. You can learn more in this article on Creatio Academy.

Also, you should additionally make sure that the new object has been published and the system has been compiled after adding a new custom object.

Thank you.

HI, 

 

thanks for update, I already read all that and did not find any clues for additional setup. After your post, I tried to compile and publish all, but it did not help. 

 

Is there any way I can check if signal was raised?

 

Br,

Mario

Hi Mario,

 

1) What is the Parent for this new object? BaseEntity?

 

2) How are you performing the add of the record? Is it via the UI, a process, code or direct SQL insert?

 

Ryan

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Dear mates,

We mistakenly created the same organization group twice.

After deleting one of the two groups in the management of organizational groups, when we go to the rights of a record, the two groups still appear.

I tried clearing the cache, restarting the application. Do I need to recompile the entire environment so that the deleted group no longer appears when we want to modify the recording rights?

 

 

Thank you !

 

 

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we found the problem, there were a group in an other group

sorrry for disturbing you

Hello,

 

Please specify if you have tied to "Update roles" this way:

yes I tried that yesterday too, but it had no effect

i just tried again, no effect even if the call return true

 

we found the problem, there were a group in an other group

sorrry for disturbing you

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Hello,

 

is it possible to configure that communication options should be entered with mask, like it can be set for simple fields?

Communication options block:

Simple field:

Thank you!

Vladimir

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Hello Vladimir,



There is no such option for now. 

 

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

 

Thank you for helping us to improve our product.

Yeeess !!



This has been a little puzzle for ourselves and clients to implement. Communication block looks great but too limited in options, at the same time, simple fields are not as elegant in presentation ...

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Hello,

 

Lately i added a section for a custom object (let's call it mainObject), which has a collection of objects attached to (subObject), so there is a detail to show that subObject list on every mainObject pages.

Then i did another section to display the whole list of subObject, to get a global view of these.



But i now have troubles editing the subObject page : 

 

When i want to open the section wizard for subObject from its section, a page is opened but not the one actually used for editing,

The good one can be found by reading url of the page : Nui/ViewModule.aspx#CardModuleV2/Schema4dec7c8bPage

 

If i try to edit the subObject page from the mainObject page ( from the detail then the page designer),

the js framework fail with "Uncaught TypeError: Cannot read properties of undefined (reading 'moduleId')"



For now i can edit the code from Schema4dec7c8bPage for needed changes,

but i would prefer to understand what went wrong, and fix it.

Maybe adding a section for subObject did something wrong, as it already had an edit page at that stage ?

 

i hope it's clear enough :)

 

Best regards

Patrice

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Hello,



To analyze this issue, we need access to the site. Please write to us at our email: support.creatio.com.

Malika,

thank you Malika, i'll do.

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Hi!

Is it possible to make same date picker as for pipeline but for the List? 

 

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Hello,



In Classic UI, there is unfortunately no option to change the date in the dashboard list. However, in Freedom UI, you have this option:



Link to article: https://academy.creatio.com/docs/8.x/no-code-customization/customizatio…

Hello,



In Classic UI, there is unfortunately no option to change the date in the dashboard list. However, in Freedom UI, you have this option:



Link to article: https://academy.creatio.com/docs/8.x/no-code-customization/customizatio…

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Hi!



In my currently Creatio implementation, the AccountAddress.FullAddress field has the following automatic format:

Zip + Country + State + City + Address



My Client want to make it different:

Address + City + State + ZipCode + Country 

 

Where should I customize that? have not found a business process that does that. 

 

Thank you in advance,

Ignacio Alvarez.

                                 

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Sadly that is hard coded in the BaseAddressEventListener. I do wish it was configurable in some way - I really dislike having the address values backwards. 

Ryan

Sadly that is hard coded in the BaseAddressEventListener. I do wish it was configurable in some way - I really dislike having the address values backwards. 

Ryan

+1 for getting more flexibility, depending on the country we see adresses differently , which is often more in the view of "Address + City + State + ZipCode + Country ". The OOTB order is a weird one.

Thank you for your response! I will try creating a BP triggered but the Address change and rewriting there the FullAddress field. 

Ignacio.

Ended up implementing a custom AccountAddressEventListener module and modifying the FullAddress field the way I wanted. Thank you again Ryan.

    [EntityEventListener(SchemaName = "AccountAddress")]
	public class USAAccountAddressEventListener : BaseEntityEventListener
	{
 
		#region Methods: Private
 
		private void FillFullAddress(Entity entity) {
			entity.LoadLookupDisplayValues();
			var zip = entity.GetTypedColumnValue<string>("Zip").Trim();
            var region = entity.GetTypedColumnValue<string>("RegionName").Trim();
            var city = entity.GetTypedColumnValue<string>("CityName").Trim();
            var address = entity.GetTypedColumnValue<string>("Address").Trim();
            var fullAddress = new[] { address, city, region, zip }.Where(x => x.IsNotNullOrEmpty());
			entity.SetColumnValue("FullAddress", String.Join(", ", fullAddress));
		}
 
		#endregion
 
		#region Methods: Public
 
		/// <inheritdoc cref="BaseEntityEventListener.OnInserting"/>
		public override void OnInserting(object sender, EntityBeforeEventArgs e) {
			base.OnInserting(sender, e);
			FillFullAddress(sender as Entity);
		}
}

 

Ignacio Alvarez,

Can you please provide the full steps? How did you make your custom AccountAddressEventListener module? Is this a source code module type?  Also, Can you please provide the full script? (I get lots of errors when I try this.

Thanks,

Chani

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