Now, I am new to creatio. I just need to know where to put this code in the Source code? And Can I use this selection of multiple contacts to trigger a message to those that are selected only from that grid?
We are currently using Creatio V8.0 demo environment for internal training for Certification purposes.
1. On creating an Invoice using the option "Create Invoice based on Invoice", the system took the full amount specified on Order, instead of Advance Payment. Even when we changed the amount it reverted back to the full Order Amount.
2. After Invoice was created and status changed to Paid, Installment Plan does not show the Actual Amount Paid and the Invoice Number.
- When you use the [ New invoice based on this order ] action from the [ Actions ] menu.
This will open a page with an invoice created based on the order. The [ Amount ] value on the invoice page is calculated as the total value of the products, not the [ Payment amount ] of the order.
- Add an invoice automatically based on any installment step of the order. To do this:
Go to the [ Orders ] section and open the required record with the [ Installment ] details filled in. Select the needed step with the “Payment“ type and click on loupe in the [ Invoice ] column. The value in the [ Amount ] field on the invoice page can be calculated in two ways:
1) If no products have been added in the corresponding step, the [ Amount] field on the invoice page will be filled with the corresponding value from the [ Estimated amount] field from the installment step.
2) If the items were not added in the corresponding step, the [ Amount] field on the invoice page will be calculated as the total cost of the selected products.
After adding an invoice, a link with the invoice number will be displayed in the detail list. Click the link to open the invoice page - https://i.imgur.com/28Oj7K4.png
Therefore, it is normal that the The [ Amount ] value on the invoice page is formed from the total amount of products, not the [ Payment amount ] (Advance Payment) of the order.
2. If the invoice added automatically based on any installment step of the order, a link with the invoice number displayed in the detail list (https://i.imgur.com/28Oj7K4.png) and status of the invoice changed to Paid - [ Actual amount ] Paid will the column will be equal to [ Amount ] value on the invoice (https://i.imgur.com/CRDoIrZ.png).
I want to know if I can sort value in a lookup field. Currently I understand that the fields are alphabetical order but I dont want it to display in that order. I want to change it. Is there any way to do it?
If this is for a classic page, you can sort the lookup, but the below method only works for dropdown list lookups, not sure how to sort a lookup that pop open the dialog (although I assume that is possible):
// add an attribute with the same name as your lookup column// specify "orders" for which column to sort by
attributes:{"UsrTestLookup1":{
lookupListConfig:{
orders:[{
columnPath:"UsrSorting",
direction: Terrasoft.OrderDirection.DESC}]}}}
If this is a Freedom UI page, not sure, but I don't think you're able to do that yet.
I was thinking of a button within my screen. This button will be used to change tabs. There are different tabs (Steps) on my screen. And when a user clicks on this button it takes him to the next tab, which is his next step also. So instead of clicking on tabs themselves. Is it possible to do it through buttons? Thanks!
It looks like this can be achieved in Freedom UI by setting the attribute <Tab element code>_SelectedTabIndex_Profile to the index of the tab you want to display, so the first tab would be 0, the second 1 etc. To show the 2nd tab for me, the code was:
Worth noting that when I try to set this in the init event (crt.HandleViewModelInitRequest) it throws an error in the console (though it does change the tab, so not sure what actually breaks, if anything). I worked around this by putting the set of the value inside a JS timeout for 800ms, which is quick enough to not really be noticeable to users while preventing the error. I'm guessing it's some kind of data loading race condition or something, loading the data for a tab that then isn't being shown.
This is the screen shot of the field details. The question is how to replicate Field Detail in Freedom UI... the table detail is the expanded list, but the field detaill?
I have just created a multi-select text field on Classic UI but I am trying to implement the same code within Freedom UI and it is not working. Any idea why, Does Freedom UI not support such feature? I am using the 3rd party for multi-select from Creatio Marketplace
There is no ready instruction for this case in Freedom UI unforutnately and according to the code there is no property to override and it's not obvious how to add it:
I will ask our R&D team to make it possible to control the visibility of this panel based on the user role. Thank you for reporting this question to us and helping us in making the app better!
The needed lookup is called "Opportunity results". If for some reason it's not available in your system, you can create it manually based on "Reason won/lost" object.
Approvals by the user's manager are showing in the Approvals tab on the Opportunities section edit page, however I assume they should also show on the Communications panel / Notification centre / Approvals tab with the 'Show only my approvals' flag unticked.
I have set the time zones for both the user and the user's manager, the approval is still not showing in the communications panel. Are there any other reasons this might be the case?
