Hello,

 

I am looking for an Outlook connector that actually works. We have tried all the partner options and they're below satisfactory. I believe that SalesForce has an option that used to be called Lightening that everyone raves about. 

 

I'm wondering if Creatio will make this a priority in their new UI or perhaps have a mobile/tablet app that actually works making this type of product obsolete. At this point I will take either. 

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Hi Megan! How are you? Did you try our latest version of the connector: https://marketplace.creatio.com/app/outlook-connector-creatio? In case you have tried it, it would be very helpful if you share your feedback with us.  I suggest organizing a demo and being able to show you the capabilities of the connector. We also have a Gmail connector and we are working on a new version for Outlook Web.

Thank you!

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We're looking to use the new Autonumber field feature on Leads to replace an existing custom field that we created to do a similar thing before this feature was available. We want the autonumber to start not at 0000001, but at where the other number left off (which now is 1026579). Hoping there's a setting somewhere I can make this change to utilize this feature. 

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Lena Smetnenko,

 

While there is no yet interface that would allow the user to configure this manually, the following steps need to be performed.

Instructions:

  1. Determine the UId of the auto-numbered column.
  2. Using the script, set a new number for the column. In the examples, "4a40180c-61bf-de86-2f08-b05852a5ea6d" is the UId of the auto-numbered column, and "1" is the next value from which the auto-numbering will start.

MSSQL script:

ALTER SEQUENCE [4a40180c-61bf-de86-2f08-b05852a5ea6d] RESTART WITH 1;

 

PostgreSQL script: SELECT setval('4a40180c-61bf-de86-2f08-b05852a5ea6d', 1, false);

 

 

Hello Andriana!

 

In order to reach the goal, you need to find a system setting with the code "CaseLastNumber" and set its default value to the prefered one from which the autonumber shall start.

Kyrylo Iudin,

Hi Kyrylo, what about when we have created a new section in Freedom UI designer and used autonumbering feature there? What system setting is used for that? 

Lena Smetnenko,

 

While there is no yet interface that would allow the user to configure this manually, the following steps need to be performed.

Instructions:

  1. Determine the UId of the auto-numbered column.
  2. Using the script, set a new number for the column. In the examples, "4a40180c-61bf-de86-2f08-b05852a5ea6d" is the UId of the auto-numbered column, and "1" is the next value from which the auto-numbering will start.

MSSQL script:

ALTER SEQUENCE [4a40180c-61bf-de86-2f08-b05852a5ea6d] RESTART WITH 1;

 

PostgreSQL script: SELECT setval('4a40180c-61bf-de86-2f08-b05852a5ea6d', 1, false);

 

 

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Hey,

I've been searching, but I can't seem to find the function I want to override, it's the function that creates the "Run Process" button on the section page.

 

I want to disable it to users who aren't the Supervisor.

I've done something similar with the getViewOptions function so that only the Supervisor could change the column layout of the different sections.

 

Any help in finding the function I need to override would be appreciated!

 

Thanks in advance! 😁

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Hi Edo,

I've not tested this yet, but wanted to mention for you to try. That button does have an attribute that controls its visibility. The attribute is "IsProcessButtonVisible". The attribute, and populating of the menu items is done in the mixin "ProcessEntryPointUtilities". You can override the function "fillRunProcessButtonMenu" on BasePageV2 (or which ever specific page you want to do this on). Something like this: 

fillRunProcessButtonMenu: function() {
    if (UserIsSupervisor) {
        // call base function to populate menu and set visible
        this.mixins.ProcessEntryPointUtilities.fillRunProcessButtonMenu.apply(this, arguments);
    }
    else {
        // do nothing except ensure button not visible
        this.set("IsProcessButtonVisible", false);
    }
}

Again, I've not tested that, but I believe it would work.

Ryan

Hi Edo,

I've not tested this yet, but wanted to mention for you to try. That button does have an attribute that controls its visibility. The attribute is "IsProcessButtonVisible". The attribute, and populating of the menu items is done in the mixin "ProcessEntryPointUtilities". You can override the function "fillRunProcessButtonMenu" on BasePageV2 (or which ever specific page you want to do this on). Something like this: 

fillRunProcessButtonMenu: function() {
    if (UserIsSupervisor) {
        // call base function to populate menu and set visible
        this.mixins.ProcessEntryPointUtilities.fillRunProcessButtonMenu.apply(this, arguments);
    }
    else {
        // do nothing except ensure button not visible
        this.set("IsProcessButtonVisible", false);
    }
}

Again, I've not tested that, but I believe it would work.

Ryan

Ryan Farley,

Thank you very much!

This is exactly what I was looking for and is working great 😁

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Hi, Is it possible to change the "number of active background processes" referenced on the acadamy information Here

 

 

I'm trying to get more than 50 parallel processes but i can't find a way to do it. The box running the portal has enough to do it.

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Hello,

 

The maximum amount of business processes that can be run simultaneously in the background is 5 for each application (for example, if you have two nodes with two apps on them but one database - the number of business processes will be already 10).



Alternatively, you can run business processes not only in the background but also "live" (which means you will see the uploading mask in front of you while business processes are running). This way, you can run plenty business processes at once but please take into consideration the memory capacity of the machine

Thank you for the answer.

 

I will try to not run it in th background to see how much faster it is.

 

So the app doesn't care about the number of processors, or threads available on IIS, it's a fixed value based on the number of nodes?

 

 

Thanks

Luciano De Munno,

 

Yes, it's fixed value based on the number of nodes.

Bogdan,

When you say "Live" you mean to uncheck the Run current and following elements in background, right? Or is there another setting?

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Good day!

Task: Upon changing the Type field in the account card, export all records from the section  to a CSV file on the user's computer.

You encountered an error message: 'File' does not contain a definition for 'WriteAllText'. However, you have included the using System.IO; directive.



Code:

 

  namespace Terrasoft.Configuration

{

    using Common;

    using System;

    using System.Linq;

    using Terrasoft.Core;

    using Terrasoft.Core.Entities;

    using Terrasoft.Core.Entities.Events;

    using Terrasoft.Core.Factories;

    using Newtonsoft.Json;

    using System.IO;

    #region Class: CHAccount_Custom_1EventListener

    [EntityEventListener(SchemaName = "Account")]

    public class CHAccount_Custom_1EventListener : BaseEntityEventListener

    {

        Entity _entity;

        UserConnection _userConnection;

        public UserConnection UserConnection => _userConnection ?? (_userConnection = _entity?.UserConnection);

        #region Methods: Public

        public override void OnSaved(object sender, EntityAfterEventArgs e)

        {

            base.OnSaved(sender, e);

            _entity = (Entity)sender;

            _userConnection = _entity.UserConnection;

            var typeId = _entity.GetTypedColumnValue("TypeId");

            // Check if the saving event occurred for the Account object.

            if (typeId == new Guid ("f2c0ce97-53e6-df11-971b-001d60e938c6"))

            {

                // Retrieve data of the accounts from the Account object.

                EntitySchemaQuery esq = new EntitySchemaQuery(_entity.Schema);

                esq.AddColumn("Name");

                esq.AddColumn("CreatedOn");

                EntityCollection collection = esq.GetEntityCollection(UserConnection);

                if (collection != null && collection.Count > 0)

                {

                    // Create a CSV file.

                    string csvContent = "Name,Date\n";

                    foreach (Entity entity in collection)

                    {

                        string name = entity.GetTypedColumnValue("Name");

                        DateTime date = entity.GetTypedColumnValue("CreatedOn");

                        csvContent += $"{name},{date.ToString("yyyy-MM-dd")}\n";

                    }

                    // Save the CSV file to the C drive of the user's computer.

                    string filePath = @"C:\Accounts.csv";

                    File.WriteAllText(filePath, csvContent);

                }

            }

        }

        #endregion

    }

    #endregion

}

 

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Hi,

 

It happens because the system thinks that File is the Terrasoft.Configuration.File class by default. You need to specify complete class path (System.IO.File) in the code:

 

System.IO.File.WriteAllText(filePath, csvContent);

 

for the code to publish successfully.

Hi,

 

It happens because the system thinks that File is the Terrasoft.Configuration.File class by default. You need to specify complete class path (System.IO.File) in the code:

 

System.IO.File.WriteAllText(filePath, csvContent);

 

for the code to publish successfully.

Oleg Drobina,

Thank you very much, that helped."

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Hello.

 

For now

request.$context.LookupPropName = undefined

clear the value, but not triggers any change events on page.

 

How can i clear lookup value on the page with triggering 

crt.HandleViewModelAttributeChangeRequest request?

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Hello,

It looks like the only possible solution for you would be to clear the value inside the business process.

Otherways you just don't trigger the handler.

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Question

Hi, 

 

we have a new requirement of the customer like when we perform the import from excel, the customer wants to change the screens while performing the import process. as shown in the picture. 

 

 

File attachments
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Hello,

 

unfortunately, because of the fact that the mechanism behind the import process is quite difficult to customize as it has some core dependencies, there is no possibility to create those changes you are talking about at the moment.

 

Regards,

Gleb.

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Hello,

I need to redirect a user to an Account edit page under certain conditions, after an activity is completed via the activity mini page. For this I used the OnSaved() event as indicated in the sample code, but I get the error below. How do I resolve this?

onSaved: function() {
	this.callParent(arguments);
	this.sandbox.publish("PushHistoryState", {hash: "CardModuleV2/AccountPageV2/edit/" + "f71a7d76-8ac6-46cb-ab7a-a8dae49471b4"});
},

core-base.js:704 user: Supervisor/7f3b869f-34f3-4f20-ab4d-7480a5fdf647

 file: http://localhost:50081/0/core/hash/ng-core/src/polyfills-es5.js?hash=cd…

 line: 1

 column: 83823

 message: Uncaught Terrasoft.UnsupportedTypeException: Message PushHistoryState is not defined in MiniPageModule (ViewModule_MiniPageListener_MiniPage_ActivityMiniPage) module 

 date: Tue May 23 2023 18:15:14 GMT-0500 (Central Daylight Time)

 stack: undefined

 

 

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Hello,

 

Try sending a custom sandbox message to MainHeaderSchema for example and call NetworkUtilities.openEntityPage (see it's usage in the basic code) upon receiveing this custom message. This should also open the edit page of account.

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Hello,

We are using an out-of-the-box detail created by Creatio with code "OpportunityTeam" in the Opportunity section and would like to remove a filter on it.   The Contact lookup on the detail object "Opportunity participant" is being filtered by the Account lookup on the Opportunity object.  This means that users can only add contacts to the "OpportunityTeam" detail which have the same account as the account listed on the opportunity.  We do not want this behaviour so are looking for how to remove it.

 

There are no business rules on the Opportunity section page or the detail causing this filter.  Does anyone know which schema or perhaps mixin is causing this filter?



Thank you for your help!

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Hello!

I added a new section based on the ActivityFile object but the folders  are not displayed in the section? and in  the actions menu .

Who can i display folders in the section!

Thanks

 

 

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Hello!

 

We checked your problem and unfortunately, there is no possibility to add a “Show folders” button item.

When you created a new section, you should have seen this popup:

 

Best regards,

Kate

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