Hi, everybody!

 

Given:

There is a detail with an editable grid

It is necessary to apply some filter to the records of the part reference field, but only if there are no records in another part (OrderProduct object) (for a specific Order)

Solution attempt:

An attribute with lookup List Config has been added to the details page:

<br />
      "PrbProduct": {<br />
        "dataValueType": Terrasoft.DataValueType.LOOKUP,<br />
        "lookupListConfig": {<br />
          "filters": [<br />
            function() {<br />
              var subFilterGroup = this.Terrasoft.createFilterGroup();<br />
              subFilterGroup.addItem(this.Terrasoft.createColumnFilterWithParameter(this.Terrasoft.ComparisonType.EQUAL, "Order", this.$PrbOrder.value));<br />
              var filterGroup = this.Terrasoft.createFilterGroup();<br />
              filterGroup.logicalOperation = this.Terrasoft.LogicalOperatorType.OR;<br />
              filterGroup.addItem(this.Terrasoft.createNotExistsFilter("[OrderProduct].Id", subFilterGroup));<br />
              filterGroup.addItem(this.Terrasoft.createColumnFilterWithParameter("PrbOrder", this.$PrbOrder.value));<br />
              return filterGroup;<br />
            }<br />
          ]<br />
        }<br />
      },<br />

 

Problem:

It is not possible to find the correct path to the column in create Not Exists Filter. Or there is an error like "Column on the path [Order Product].Id was not found in the "Product" schema, or (with some other values) the filter does not work as needed.

Tell me, please, is it even possible to create Not Exists Filter/createExistsFilter without binding to the detail object?

How to correctly specify the "path to the column" in this case?

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Fariz Mamedov,

 

Just open the console in browser (F12 in Chrome) and go to the "Network" tab. And then find the correspondent SelectQuery request and review its body:

Hello Fariz,

 

The task is to create a filter starting from the object of the lookup column for which we are creating the lookupListConfig. The easiest way to properly build path to the needed column is creating the same filter, but using advanced filters in the section. This will result in the SelectQuery request where filters can be reviewed and the content of the filter copied which will show you an accurate path to the column needed.

Oleg Drobina,

Thank you! Interesting trick.

Please, provide details about: "This will result in the SelectQuery request where filters can be reviewed" - how exactly I can review such a request? 

Fariz Mamedov,

 

Just open the console in browser (F12 in Chrome) and go to the "Network" tab. And then find the correspondent SelectQuery request and review its body:

Oleg Drobina, Super thx!

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I am getting a HTTP 403 (Forbidden) error when I call the OData $batch request on my developer instance.  It does not matter what requests I pass to it.  It also occurs when I use the example $batch request provided by the Creatio postman environment.

 

Do developer instances support batch requests?  Is there an option I can enable to allow batch requests?

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Mobileforce Support,

 

The answer to the POST request to /AuthService.svc/Login will be a set of session cookies needed for further requests execution. One of those cookies (BPMSCRF cookie) values should be specified as a separate BPMCSRF header value for further POST\PUT\PATCH requests. So once you are authenticated via postman you need to copy the value of the received BPMCSRF cookie and set it as a header value for further requests in the following manner:

After that, you can try calling the OData endpoints via POST requests and they should succeed.







Thank you for contacting the Creatio technical support team. If you have any further questions, please send them as a reply to this email.



Thank you for choosing Creatio!

 

Hello, 

 

I've shared some documentation that will help you: 

 

OData | Creatio Academy



Best regards,

Orkhan

Orkhan,

Thanks, but I've already read the documentation and was able to get other OData calls to work successfully.  It is only the batch request is not working for me. 

 

Typically, a HTTP 403 error means that a user is trying to access a page or API that they do not have permission for.  Hence why I was asking whether there is some system configuration option I need to set.  I am trying to access this as the Supervisor user on my development instance.

 

Mobileforce Support,

 

The answer to the POST request to /AuthService.svc/Login will be a set of session cookies needed for further requests execution. One of those cookies (BPMSCRF cookie) values should be specified as a separate BPMCSRF header value for further POST\PUT\PATCH requests. So once you are authenticated via postman you need to copy the value of the received BPMCSRF cookie and set it as a header value for further requests in the following manner:

After that, you can try calling the OData endpoints via POST requests and they should succeed.







Thank you for contacting the Creatio technical support team. If you have any further questions, please send them as a reply to this email.



Thank you for choosing Creatio!

 

Orkhan,

Thanks, that was the issue.  I did not realize that the BPMCSRF cookie also had to passed in as HTTP header as well.

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Dear,

I would like to display on the Activity page detail, the modification history tab.

 

When i go into the section assistant, i can see an unregistered Detail.

 

 

Logging is enabled in the system settings change log .

 

But the history tab is not displayed in the activity detail page.

 

Does anybody have an idea to solve this issue please ?

Thank you,

Nicolas

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Hello,



There is no such OOB functionality.

You can track changes directly in the Change log section or check additional add-ons, for example:

https://marketplace.creatio.com/app/banza-change-log-creatio?_gl=1*13hf…;



 

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Hi community,

 

I have created a business process for the Lead. There is a stage named "Converted" to show that the Lead is converted to Opportunity.

But I have to check the Account of the Lead if the Account has the status: "Green" - a look-up field, the user could allow changing the Lead Stage to Converted. If the Account doesn't have the status, then the Lead is not allowed to change the Lead stage

 

Is there any way for me to set it up?

 

Thank you!

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Hello, 

 

Unfortunately, in the case of designer - it is not possible to do this.

 

Our recommendation is to regularly check the status of the object and interrupt the preservation process if necessary.



We were happy to help! 

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Good day, Colleagues!

Does anyone possibly have a code example on the new Freedom page showing how to calculate the difference of values ​​of two page fields and write it into a third field? For example: payment balance = Amount-PaymentAmount Maybe there's also a code example on how to get the exchange rate on the date specified in the Date field according to the Currency field or an example of how to refer to another object to get a value from it.

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You can see how to wire up a code to respond to a field change here:

https://customerfx.com/article/responding-to-an-event-when-a-field-is-c…

As far as getting and setting the values, this article will show you how to do that: 

https://customerfx.com/article/reading-and-setting-field-values-via-cod…

Ryan

Ryan Farley,



Thank you, I will give it a try.

Ryan Farley,

 

How can I achieve the same requiremet, but for the fields that are inside a detail with editable list?

 

Thank you in advance.

 

Best Regards,

Pedro Pinheiro

 

 

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I am working on a use case to use angular component inside creatio. I have followed this link .It seems like it is old documentation most of the js files mentioned in that link is not there in the angular package. Can anyone helo me on this 

TIA

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Hello Pavan,

 

Can you please describe this question a little bit in details? At which particular step do you face issues?

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Hi all,



Where can we change signature date alignining automatically on closed won status change date in opportunities ? We deactivate OOTB opportunity process, and it's still changing when choosing ootb closed won step in DCM.





Cheers,



Damien

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Hi Damien,



you can find this logic in 'Opportunity' object processes

 

 

But I am afraid, you will have to override all this logics in the script to avoid setting closed on date



Kind regards,

Vladimir

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We have to build forecast hierarchy based on columns from multiple objects, is there a way to build it.

 

When I tried creating a Forecast on a View object, I got the below error,

 

Error "42809: referenced relation "UsrSalesPersonForecast" is not a table" occurred when updating schema structure. SQL script text: "ALTER TABLE "public"."UsrUsrSalesPersonForecastForecast" ADD CONSTRAINT "FK1BLqxq3nLaQIhH52szd47Se7eNI" FOREIGN KEY("UsrUsrSalesPersonForecastUsrPrimaryKey") REFERENCES "public"."UsrSalesPersonForecast"("UsrPrimaryKey") ON DELETE CASCADE"

 

Any suggestions are welcome...

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Currently the only possibility to build hierarchy in forecasts is by using connected objects from the columns of the original object in the forecast (by selecting them in the level of hierarchy directly):

As for the error message itself: a foreign key must reference a (base) table* in the same database (a base table: not a view, not a foreign data wrapper table) as stated here. In your case one of the columns is referencing a view so that's why the error message popups when updating the database structure.

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I am sure I have forgotten a very basic something... but I am refreshing on the detail wizard but when I have gone to try and add a detail to the place in Creatio I want it... I realised there is no VIEW section button as there is in other sections... just a settings wheel and it opens a 'page'

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Hello Gemma,



There are differences between section wizard and detail wizard. 



If you want to add new detail to the page, you should do it via the section wizard:

But when I open up the part in creatio I want to add the detail - it opens up a place to edit a page not the section wizard

Gemma Davies,

 

It's a Freedom UI section, so you need to create [ Expanded list ].

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Hi Guys,

 

I want to set a default value to a lookup in classic UI. Kindly let me know how this is possible in Classic UI. I have set up a default value in Freedon UI through rules but rules in Classic don't support the same process. How to do it in classic? Thanks!

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Hi Hassan,

Try to set the default value from object settings.





Thanks.

 

Hi Hassan,

Try to set the default value from object settings.





Thanks.

 

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