I am trying to add a detail to a section and link on a lookup field. I select the detail column lookup but the only option I have on the 'equals to page column' is the Id (and not the corresponding lookup). The strange thing is that it allow me to do this on another lookup field. See attached example. I cannot really work out why as it is effectively trying to do the same thing. I have checked that both the page and the detail are using the same lookup. Grateful for any help here.

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Hello,

 

The issue is that the 'Databowl Lookup' object did not have the 'Databowl ID' field, unlike the 'DB Campaign ID' and 'Databowl' objects. In the 'Equals to page column' field, you can select columns that exist in both the detail object and the object where this detail is placed.

For user convenience, when creating a detail, this field is automatically filled as 'ID.'

Additionally, you can read about creating and configuring details in the academy.

Sergii Zhmurko,

Thanks for your reply, however both objects do have that column. They are identical in name and also the lookup that they point too. Unless I have misunderstood your reply I am not sure that is the issue

Hi, If the issue continues to occur in this case, please contact Creatio support (support@creatio.com) for a more detailed analysis. Also, to proceed with the analysis, we will need access to the website.

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Hi Guys,

How to make mobile phone number hyperlink on the section page? I have made it hyperlink on the record page using below code and it is working fine.

 

{

                "operation": "insert",

                "name": "STRING1f27bc1d-c936-4310-96b7-9d648cf0459e",

                "values": {

                    "layout": {

                        "colSpan": 12,

                        "rowSpan": 1,

                        "column": 12,

                        "row": 2,

                        "layoutName": "Header"

                    },

                    "bindTo": "SMPhone",

                    "enabled": false,

                    "showValueAsLink": true,

                    "href": {

                        "bindTo": "SMPhone",

                        "bindConfig": {

                            converter: "getLinkValue"

                        }

                    },

                    "linkclick": {

                        "bindTo": "onCallClick"

                    },

                    "controlConfig": {

                        "autocomplete": Terrasoft.generateGUID(),

                    }

                },

 

 

 

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Hello!

 

How is it possible to configure Contact compact profile (for example, I want to remove birthdate and age)

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Hello,

 

The component behavior is pre-configured and non-editable.

 

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

 

Thank you for helping us to improve our product. 

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Hi all,

How to do a validation on the entries when the user clicks the DCM to change status?

If the validation fails, the DCM will remain in the current status.

The business process only checks after an update which is not ideal for validation checking.

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Hi David

 

We've worked around this by creating buttons that trigger processes.

Inside the process the checks are run, and then the state is changed.

 

Rgds,

Luis

Hello,

 

Could you please describe your business task in more detail so we could better understand how exactly you need the system to work?

To accomplish this we store the stage in an attribute and then can revert back if needed. I have an example of this here https://customerfx.com/article/how-to-prevent-users-from-moving-a-case-…

Ryan

Luis Tinoco Azevedo,

Hi Luis,

 

I have thought about this.

However, how to implement this concept if the DCM has many stages?

Do we need to create a button for every stage?

 

David

Ryan Farley,

Hi Ryan,

 

Thank you for the article.

The approach in the article is very neat. It might be the suitable solution to my problem.

I love the articles from customerfx.com.

 

Thanks again.

 

David.

 

Mira Dmitruk,

Hi Mira,

 

Assume the screen below, on a certain condition the "Sales order service" should not be empty before entering the "In progress" status. However, I couldn't set the "required" attribute on the field from the business rule, because the condition is a bit complex.

In this case I need a validator before the status changes to "In progress".

 

David

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Does anyone know a way of using an exponential value in a formula in a business process? The C# forums say to use Math.Pow(base number, exponent number) but I get an error that "No applicable method "Pow" exists in type "Math" when using that in a business process formula. 

 

The use case is that there's a a 2% annual escalator based on the warranty years of a certain product. So the formula would be (base price)*1.02^(years of warranty)

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Hello Andriana,

In order to use the static “Math” class in C# code you should add the “System” namespace to the file:

using System;

If the issue still exists, please provide us with a source code of the module and the error message. It will help us to analyze the issue in more details.

Additionally, please find more information about the “Math” class in the article by the link below:

https://learn.microsoft.com/en-us/dotnet/api/system.math?view=net-7.0 

Best regards, Anhelina!

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Hi Team,

 

The query is related to viewing records in the mobile application. By default, when we open a section in the Creatio mobile app, the listing page is empty, with a note to search for specific conditions to display records.

 

 

Is there an option to set a default folder from the already available saved folders for the section in the web app to be used as the default folder/condition for listing records as soon as the section is opened in the mobile application? Later, if users wish to change the filter, they can do so by selecting a different folder instead of viewing empty records in the list. For example, is it possible to display records for which the user has access? How can this be achieved? Are there any code samples available if code needs to be written, and if it's a configuration, how can we configure it for the mobile app?"

 

Thanks for the help in advance!

 

Regards,

Mayan

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Hello,

 

Please feel free to use the resolution from this article:  https://community.creatio.com/articles/setting-filter-mobile-application

Also, in case you want the assignee to be "current user" you may be interested in this answer: https://community.creatio.com/questions/get-current-user-contact-mobile

 

Thanks Bogdan,

 

If I log in to an instance as a regular user and not as a supervisor in web isntancce, by default, it lists all the records in a section for which the user has access, irrespective of whether they are the owner or assignee. This happens because the user has access, and the user's name is not available in any of the fields in the record, such as the owner field or assignee field. The record is shown because the user has access to it.

 

The same functionality needs to be achieved in the mobile app. However, here, we need to add a filter condition. For the scenario described above, we need to specify a reference field. If we set the owner field to the current user, it will list only the records where the user's name is linked to the owner field. But what about the records that the user has access to but does not own? How do we achieve this in the mobile application?

Thanks Bogdan, but can you help for the below scenario:

 

If I log in to an instance as a regular user and not as a supervisor, by default, it lists all the records in a section for which the user has access, irrespective of whether they are the owner or assignee. This happens because the user has access, and the user's name is not available in any of the fields in the record, such as the owner field or assignee field. The record is shown because the user has access to it.

 

The same functionality needs to be achieved in the mobile app. However, here, we need to add a filter condition. For the scenario described above, we need to specify a reference field. If we set the owner field to the current user, it will list only the records where the user's name is linked to the owner field. But what about the records that the user has access to but does not own? How do we achieve this in the mobile application?

 

Regards,

Mayan

Hello Mayan,

You can use this method to display all data:

Enter link [NameOfYourWebSite] .creatio.com/0/Features, search for UseMobileSearchOnlyInSections on this page. Uncheck all the boxes as you see in the image:

At this stage you can see all records in the mobile app.

Next you can use an article from Bogdan’s link to add filters if needed. Also I can recommend you one No-code way of filtering:

  1. System designer -> Mobile application wizard -> Needed workplace
  2. Find needed page (for example Order) and set the default filter. It will be impossible to get data in a mobile app which does not match the criteria of this filter

Best regards, Anhelina!

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Hi everyone,

When generating a printable report instead of generating reports for all records related to a particular contact, I want to generate reports for selected records only. How can I do this?

Thanks in advance.

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Hello Abhishek,



If you want to generate a report for selected records only, you should use multi select option:

 

Hello Bogdan,

We have added a  detail named "Display Images," as shown in the attached image. We tried to use the multi-select option, but it is still generating for all records instead of only the selected record.

Abhishek,

 

Unfortunately, there is no such possibility for now.

 

Please note that our R&D team is aware of this expected Printables behavior and the Idea from our customers that the Printables should Print not only Sections but Details as well.

 

Bogdan,

Is there any update on this issue , we also wanted to print selected record from detail into a single printable report

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Hello,

i made a module, in freedom-ui mode, to display custom content in Accounts_FormPage. The module init is triggered with crt.HandleViewModelInitRequest handler.



here is the useful module code :

/* AMD module declaration. */
// jshint esversion: 11
define("UsrAccountHistoriqueProduit", ["@creatio-devkit/common"], function(sdk) {
    //
    return {
        //**--------------------------------- Init module -------------------------------**/
        onInitialized: async function($context) {
            const idAccount = await $context.Id;
            const my = this;
            
            /* Declare the class. */
            class UsrAccountHistoriqueProduit extends HTMLElement  {
                constructor(args) {
                    super();
                    this.displaycontent();
                }
                async displaycontent() {
                    var shadowDom = this.attachShadow({mode: 'open'});
                    shadowDom.innerHTML = "";
                    
                    const html = await my.statsOrderProduct(idAccount);
                    shadowDom.innerHTML = html;        
                }
            }

            /* Register the component. */
            customElements.define('usr-historiqueproduit-view-element', UsrAccountHistoriqueProduit);

            /* Register the web component as a view element. */
            sdk.registerViewElement({
                type: 'usr.CustomViewElement',
                selector: 'usr-historiqueproduit-view-element'
            });

        },
...

It works fine at load of the page, then when viewing a second account, i have this error message : 

ERROR DOMException: Failed to execute 'define' on 'CustomElementRegistry':
the name "usr-historiqueproduit-view-element" has already been used with this registry



i think i can clean up the registered viewElement with the crt.HandleViewModelDestroyRequest handler, but i did not found cleaning method in the sdk objet.

 

How should it be done please ?

 

best regards,

Patrice

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Hi Patrice,

 

This error message occurs since the element with "usr-historiqueproduit-view-element" selector was already registered upon first init:

sdk.registerViewElement({
                type: 'usr.CustomViewElement',
                selector: 'usr-historiqueproduit-view-element'
            });

In your onEnityInitialized you need to add additional check if the element was registered in DOM or not (for example as proposed here) and as a result of this check perform registration or not.

Hi Patrice,

 

This error message occurs since the element with "usr-historiqueproduit-view-element" selector was already registered upon first init:

sdk.registerViewElement({
                type: 'usr.CustomViewElement',
                selector: 'usr-historiqueproduit-view-element'
            });

In your onEnityInitialized you need to add additional check if the element was registered in DOM or not (for example as proposed here) and as a result of this check perform registration or not.

Thanks Oleg,

i was not aware of the CustomElementRegistry api, i thaught it was a Creatio thing.

Now i know where the documentation is ! (mozilla.org)

 

Best regards,

Patrice

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Dear mates,

We are adding to Creatio, our contacts from marketplaces with oData.

We are facing the following issue :

data are well integrated into Creatio, but if we look at the contact sheet, in the area on the top left, the telephone professional is not indicated even though it is present in the contact's communications fields. So in the contact details of the account, we do not directly see the contact's telephone number.

 

How can we add the phone to the contacts left panel in order to see the contact's telephone number directly on the accounts page ?

Thank you !

Nicolas

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Hello,



It`s seems to be an issue that our support should take a look. Please send us an email at support@creatio.com



Best regards,

Serhii

 

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Dear mates,

i have installed the application "Conducting surveys for Creatio".

when i go to the Interviews edit page of the section wizard, i get the following error :

Page contains items with the same name in the schema source code in different containers. Changes of these items may be applied incorrectly. It can be fixed in the source code.
 
 
The name "undefined" is used by:
- The item with path CardContentWrapper.CardContentContainer.HeaderContainer.Header.GlbQuestionnaireType.undefined
- The item with path CardContentWrapper.CardContentContainer.HeaderContainer.Header.GlbQuestionnaireType.undefined.undefined
- The item with path CardContentWrapper.CardContentContainer.HeaderContainer.Header.GlbQuestionnaire.undefined
- The item with path CardContentWrapper.CardContentContainer.HeaderContainer.Header.GlbQuestionnaire.undefined.undefined
The name "converter" is used by:
- The item with path CardContentWrapper.CardContentContainer.HeaderContainer.Header.GlbQuestionnaireType.undefined.undefined.converter
- The item with path CardContentWrapper.CardContentContainer.HeaderContainer.Header.GlbQuestionnaire.undefined.undefined.converter

how can i fix this issue ?

Thank you !

Nico

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i created two custom objects for GlbQuestionnaire and GlbQuestionnaireType but the error still appears

LÉZORAY Nicolas,

 

Hello,

 

The developer has published a new version of the add-on with fixes for these errors. Please install the latest version via the link and ensure that everything works as expected.

 

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