Hello,

I'm trying to add an auto-numbering field in the Leads section following the instructions here: https://academy.creatio.com/documents/technic-sdk/7-13/how-add-auto-numbering-edit-page-field

 

I've made the 2 new system settings required:

I've also made a replacing Lead object in the package I'm working on and added a new event trigger before the record is added:

The process triggered by this signal on the object is set up with the expected elements:

With conditional logic:

One thing I think is missing is how to tie the new system settings into this process.  Is there a schema or input I need to update for this?
 

Also, do the process element parameters need to be populated on the user task?

Thank you for your help finding what needs to be fixed to get this working!

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Is your column on the Lead object really called "CreatioNumber"? (the code for the column)

You've verified that your User Task is really named "LeadNumberCreation"? (click the three-dot button on the top right and switch to advanced mode)

As for the system settings, the user task locates and uses those. 

As a side note, the new method is much easier (it works for classic as well as Freedom since it's simply added as a default value for the column). See https://customerfx.com/article/working-with-autonumber-fields-in-creatio/

Ryan

Is your column on the Lead object really called "CreatioNumber"? (the code for the column)

You've verified that your User Task is really named "LeadNumberCreation"? (click the three-dot button on the top right and switch to advanced mode)

As for the system settings, the user task locates and uses those. 

As a side note, the new method is much easier (it works for classic as well as Freedom since it's simply added as a default value for the column). See https://customerfx.com/article/working-with-autonumber-fields-in-creatio/

Ryan

I obfuscated the real code numbers for these screenshots but the ones I'm using do match the field column code and the user task code so that shouldn't be the problem.
 

That's great to know there is a more simple way to create an autonumber field right on the object now though!  I tried it and it worked so that solution will work fine.

Thank you so much for your help!

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Hello. Is there a way to fill the field values ​​from the master window in which you opened the lookup (lookup field) and clicked the "New" button? Something similar to how adding a record in a datagrid detail works. When you click add a record, a window with fields opens and these fields can automatically pull values ​​from the master page.

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Hello,
As far as I know, there are no methods to transfer data from the master record to a one created via a lookup window. But, the sandbox messaging should help you resolve this task. More on it here https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platfor…

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Hello, I'm wondering if there is a way to import sharepoint comments directly into the feed in creatio? I could not find any articles or other questions on this. We'd like to move data from sharepoint over to creatio and to have users use the feed similar to how they used sharepoint comments. It's important that we can move over this data.

 

Thank you,

 

Eric

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Hello,

Unfortunately, the functionality you're requesting is not available at this moment. 
However, we have submitted a request to the responsible development team. They will assess the possibility of implementing this feature in future releases.
 

We value your feedback and ideas as they help us improve Creatio.

Best regards,
Antonii.

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Hi Team,

 

I'm trying to set up a report for Order section using FastReport. The intent is for users to apply the required date filter on the Order section and generate the report for that period. For eg, order report for month of April, May etc.

The problem I'm facing is that I'm unable to show the selected date period on the report heading (eg. Order Report 04/01/2024 - 04/30/2024). All the rest of the data populates fine. Not sure if there is a way to pass them as parameters to the report template.

Can anyone suggest a way to achieve this?

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Hi, 

 

To display the selected date range in the report heading using FastReport, you'll need to pass the date parameters to the report and then use them in the report's header. 

 

In this matter, new logic for the interaction of these fields will need to be implemented and specified in the data provider. Unfortunately, we do not have ready-made solutions for this implementation. This approach still needs to be tested.

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Hi, adding Edit access to a specific column for All Employees role is not saving.
Use Case:  for the Invoice object, All Employees have Read access only (Operation Permission).  For one field ("Field X"), wish to give Edit access to All Employees.  In attempting to set the Column Permission using "Permit reading and editing" for Field X, the permission can be added and applied, but on save and returning to the Invoice security settings, this column permission no longer appears.
Say there are 50 fields on Invoice, the edit access is specific to one field (the rest are all read only).  We want to add this edit access as an exception (1 column setting)..rather than individually set column access for all 50 fields.
It seems the Operation Permission for the role is overriding any further column permission to add additional access rights for that Role for the specific field.
Any suggestions or insights welcome...thanks.

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Hello,

 

Unfortunately, if the "Edit" operation permission is disabled for an object, it's not possible to configure "Edit" permissions for individual columns.

 

The only solution is to enable the "Edit" operation permission for the object, and then disable the "Edit" permission for each specific column that should not be accessible for editing.

Hello!

Please provide a screenshot of the permission setting for the object.
It seems that the root cause is related to record permissions.

Hi Alona, screenshot below...thanks.

screenshot

Hello,

 

Unfortunately, if the "Edit" operation permission is disabled for an object, it's not possible to configure "Edit" permissions for individual columns.

 

The only solution is to enable the "Edit" operation permission for the object, and then disable the "Edit" permission for each specific column that should not be accessible for editing.

Wow, thanks. I was hoping that was not the case, but understand the logic. So column permissions are not additive, rather provide further restrictions.

Unfortunately this would mean a lot of work for an object with 20-50-100+ fields to add an entry in column permissions for each field.

Thank you for confirming.

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Hello,

 

How can i fix this issue. it shows up each time i drill into a posted lead.

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Hello, the problem with this issue is related to the Object "Usr*****" not persisting in the database. There are 2 reasons for this:
1) You've deleted this object from the configuration. In this situation, you need to return this object to the configuration.
2) You have changed this object but have not published it. In this situation, you need to publish it.

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I tried to create module Config with below Code. Also added the same in MobileApplicationManifestMETCHLExecutiveMetLifeChile . but it is not working. Please help.

 

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Hello,
Please verify that the column name METCHLLeadDuplicado exists. Also check if you do not have any other business rule applied to Lead section on your mobile application for this workplace. If this does not help, than you might try recompiling packages. Sometimes mobile wizard might not see changes made in code. 

Hope this helps.

Column name is correct only. Also I compiled the Package as well. Still it is not working . Also , there no other business rule on this field(METCHLLeadDuplicado ) but i created a Business Rule( METCHLLeadBussinesRule_Status) which will hide some controls. Please let me know is this the reason.

khushbu kumari,

If none of the steps above helped, the only thing left to do is to search for the business rules applied to this field. It might be that you set the field as read-only somewhere in a file or applied a business rule to it.

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Hello Guys,

I need to filter by Tag the account list page in Freedom UI.

I already tested what reported in this article: https://community.creatio.com/questions/using-tag-freedom-ui?check_logged_in=1#comment-89348

 

but it only works for "new sections".

 

The new Creatio structure uses the "Tag" section to store tags for all objects but Accounts, Contacts, etc (old existing sections) use a specific table to store their tag (that is AccountTag, ContactTag, etc.).

 

The quickfilter component set to filter by tag refers to the generic "Tag" entity then it doesn't show the tags of the Account (stored in AccountTag entity): it doesn't work.

 

Can anybody help me and tell me how to filter accounts, contacts, etc by tags in Freedom UI list pages?

Thanks

Regards

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Good day, Massimiliano!

You can set it up in the following way:
Filter the Account on a related column "Accounts section record tag (where Account is Object)" and choose a Tag field:

related object
The end result in the Page designer is as follows:
quick filter
As a result, you will be able to choose a tag out of the list of the ones present in the AccountTag entity:

lookup AccountTag

End result
Then you will be able to locate Accounts marked by a specific tag:

account with tag
We hope this helps!

Good day, Massimiliano!

You can set it up in the following way:
Filter the Account on a related column "Accounts section record tag (where Account is Object)" and choose a Tag field:

related object
The end result in the Page designer is as follows:
quick filter
As a result, you will be able to choose a tag out of the list of the ones present in the AccountTag entity:

lookup AccountTag

End result
Then you will be able to locate Accounts marked by a specific tag:

account with tag
We hope this helps!

Thanks Nikita: you've solved my problem !

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Hello, 

any support with runtime error? Can you share your experience?

 

Description: An application error occurred on the server. The current custom error settings for this application prevent the details of the application error from being viewed remotely (for security reasons). It could, however, be viewed by browsers running on the local server machine.

Details: To enable the details of this specific error message to be viewable on remote machines, please create a tag within a "web.config" configuration file located in the root directory of the current web application. This tag should then have its "mode" attribute set to "Off".

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Hello,

 

Please contact out support team directly at support@creatio.com so we could analyze this issue.

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Hi,

Our team is working on a project for Creatio 8.1.2 (for Linux and PostgreSQL). We collaborate using filesystem mode and save our changes in a Git repository. When uploading changes to the instance, we first perform the "Update packages from filesystem" operation, followed by "Compile." Our project currently consists of slightly over 30 packages. We have encountered several issues when transferring changes to other instances.

At a certain point, we started experiencing problems with uploading changes to the instances. This is particularly noticeable when creating new instances. After connecting the repository and performing "Update packages from filesystem" for the first time, numerous errors can be observed (by going to the /dev view, then selecting all packages and sorting by status in descending order). These errors include information about a broken constraint, a non-existent column in the database, etc. Following this lead, I hypothesized that during the "Update packages from filesystem" operation, many database connections are opened, exceeding the limit defined in the PostgreSQL configuration. I verified it, and the default max_connections option was set to 100. When I increased it to 300, the problem stopped occurring on newly created instances. However, it seems to me that it should not consume such a large number of connections, and I don't think continuously increasing this number is a good solution as our project grows. Is there any option in Creatio to fix it?

Some changes do not work immediately after being uploaded to a new instance. You need to go into the configuration of the specific element and perform the PUBLISH operation on the target instance. Sometimes (although rarely), the system informs us that a given business process requires re-publishing. More often, however, something doesn't work, and it's hard to know this normally. For example, a query to a web service returns 404, even though it was uploaded to the target instance, and the compilation was performed immediately after the upload. Performing a complete compilation does not solve this problem. I have to go into the class with the given web service and re-publish it. The problem is that whether something works after uploading the changes seems completely random. Sometimes restarting a container with creatio, redis and postgres help, but it's not a rule. We test the changes thoroughly on our own instances, but after uploading the changes to the client's production instance, they may not work. We would really have to perform full regression tests to detect all the problems, and this is cumbersome.

Do any of you have similar problems and know how to deal with them? Thanks in advance for your responses!

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Hi Eryk, 

Thank you for your thorough feedback, looking forward to an answer from Creatio because the phrase "The problem is that whether something works after uploading the changes seems completely random. Sometimes restarting a container with creatio, redis and postgres help, but it's not a rule. We test the changes thoroughly on our own instances, but after uploading the changes to the client's production instance, they may not work. We would really have to perform full regression tests to detect all the problems, and this is cumbersome." is exactly something we struggle with. 


More advanced documentation , training and tutorials from Creatio on how to handle this more effectively, ideally with some tools to avoid full manual regression tests, are more than welcome

Bookmarking this feed. 

Cheers, 

Damien

Dear Eryk,

Many connections are created to optimize the installation process. If this approach doesn't work for you, you can disable specific settings in the application's web.config file, reducing the number of connections.
 

Please disable the following features in the external \web.config:
 

UseAsyncSaveSchemaResourcesInstallation
UseBulkSaveSchemaResourcesInstallation
UseAsyncSchemaCaptionsInstallation
UseAsyncPackageInstallation
 

To do this, open the web.config file, locate the above settings, and set their values to false. The lines should look like this:

 

<add key="UseAsyncSaveSchemaResourcesInstallation" value="false" />
<add key="UseBulkSaveSchemaResourcesInstallation" value="false" />
<add key="UseAsyncSchemaCaptionsInstallation" value="false" />
<add key="UseAsyncPackageInstallation" value="false" />
 

After making these changes, please clear Redis, restart the application, perform a source code generation for all schemas, and compile all actions.
 

For any other issues, please create a support request with Creatio, which requires a more detailed investigation.

Best regards,
Andrii

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