Sales_Creatio | Community Creatio

The problem is that my component have some configuration params (a string and an integer), that I can't fill using the no-code designer. I have to do it manually, from source code.

I would like to add such configuration options to component to make it possible to configure a component instance in no-code way.

For example, when I create button I can change its label or action performed on click event. I would like to achieve something similar with my component.

I use Creatio 8.0.7

I will be really grateful for your answers :)

Eryk

6 comments

Eryk Andrzejewski

15:41 May 18, 2023

Could anyone help me? :)

Dmytro Vovchenko

17:17 May 18, 2023

Hi,

Can you please give more detail on these configuration params you are talking about? Some screenshots would be nice.

Eryk Andrzejewski

10:34 May 19, 2023

Dmytro Vovchenko,

Yes, sure :)

Some elements, like an input, have many configuration options:

And my component not:

So, I'd like to add similar configuration options to my custom component to reduce amount of coding while using custom angular components.

Dmytro Vovchenko

16:58 May 19, 2023

Hi,

Unfortunately for now the system does not support such no-code option.

However, already informed our developers about this option and they will work on this feature in future versions.

Thank you for helping us improve the system.

Eryk Andrzejewski

13:18 Feb 07, 2024

Hi, has anything changed since last time? :)

Malika

14:01 Feb 07, 2024

Hello,

After reviewing all the information, we inform you that at the moment the system still does not support this kind of no-code option. However, this particular request has been passed on to the responsible team for consideration and implementation in future releases. Task number: PR-29433.

Show all comments

Question

Sales_Creatio

8.0

Create virtual text column

Markus Kumpfmüller

18:02 May 10, 2023

Hi Creatio Community,

I want to create a virtual column in the case entity with the normal section wizard and I'm a bit confused with the mutiple methods that have been posted in this forum. Does anyone have a custom code that works? :)

I want to create a virtual text 250 colum in the case section that automatically show the value of a text column of the case account.

Thanks a lot,

Markus

6 comments

Best reply

Oleg Drobina

14:02 May 12, 2023

Markus Kumpfmüller,

here is a simple example I created and tested recently:

 define("CasePage", [], function() {
		return {
			entitySchemaName: "Case",
			attributes: {
				"CustomTextColumn": {
					dataValueType: this.Terrasoft.DataValueType.TEXT,
					type: this.Terrasoft.ViewModelColumnType.VIRTUAL_COLUMN
				},
				"Account": {
					"lookupListConfig": {
						"columns": ["UsrCustomAccountColumn"]
					},
					"dependencies": [
						{
							"columns": ["Account"],
							"methodName": "setCustomTextColumnValue"
						}
					]
				}
			},
			messages: {},
			methods: {
				onEntityInitialized: function() {
					this.callParent(arguments);
					this.setCustomTextColumnValue();
				},
 
				initOnRestored: function(callback, scope) {
					this.callParent(arguments);
					this.reloadEntity();
					this.setCustomTextColumnValue();
				},
 
				setCustomTextColumnValue: function() {
					var currentCaseAccount = this.get("Account");
					if (currentCaseAccount) {
						var currentCaseAccountCustomColumn = currentCaseAccount.UsrCustomAccountColumn;
						this.set("CustomTextColumn", currentCaseAccountCustomColumn);
					} else {
						this.set("CustomTextColumn", "");
					}
				}
			},
			details: /**SCHEMA_DETAILS*/ {} /**SCHEMA_DETAILS*/ ,
			diff: /**SCHEMA_DIFF*/ [
				{
					"operation": "insert",
					"name": "CustomAddedColumn",
					"values": {
						"layout": {
							"column": 0,
							"row": 10,
							"colSpan": 24,
							"rowSpan": 1
						},
						"bindTo": "CustomTextColumn",
						"caption": {
							"bindTo": "Resources.Strings.CustomAddedColumnCaption"
						},
					},
					"parentName": "ProfileContainer",
					"propertyName": "items"
				}
			] /**SCHEMA_DIFF*/
		};
	});

also the "CustomAddedColumnCaption" localizable string should be added to the CasePage schema. The logic is:

1) Populate the column when the page is opened (onEntityInitialized method)

2) In the "Account" attribute:

"lookupListConfig": {
						"columns": ["UsrCustomAccountColumn"]
					},

retrieve the value for the "UsrCustomAccountColumn" column from the "Account" object (added as a lookup to the CasePage)

3) In the "Account" attribute:

"dependencies": [
						{
							"columns": ["Account"],
							"methodName": "setCustomTextColumnValue"
						}
					]

modify the "CustomTextColumn" virtual column value each time account is changed in the "Account" lookup

4) Modify the value in the "CustomTextColumn" virtual column each time we open the account from the CasePage (click on the value in the "Account" lookup) and modify the value in the "UsrCustomAccountColumn" custom column on the account page and return back to the case page (initOnRestored method).

5) Also pay attention to this part in the diff:

"layout": {
							"column": 0,
							"row": 10,
							"colSpan": 24,
							"rowSpan": 1
						},

I took the last element that has "ProfileContainer" as a parent element, took its layout (which was:

{
						"operation": "merge",
						"name": "CaseOwner",
						"values": {
							"layout": {
								"column": 0,
								"row": 9,
								"colSpan": 24,
								"rowSpan": 1
							}
						}
					},

) and added 1 to the "row" attribute (to place my custom element right after the previous one).

The outcome is:

Oleg Drobina

14:14 May 11, 2023

Hello Markus,

Please clarify the question a little:

1) Do you need it for the Freedom UI interface or 7x interface?

2) You need to place it in the case section page or on the edit page of the case section?

3) In case the answer to the question 2 is "case section" - which particular account use from the grid?

4) Which column of the case account should be displayed? Account name, account code, account primary contact?

Markus Kumpfmüller

10:22 May 12, 2023

Hi, thanks for replying,

I want to add the virutal column to 7x interface, int the case edit page to be precise.

The field of the account I want to be displayed is a field cretaed by me. It's a text field aswell

Oleg Drobina

14:02 May 12, 2023

Markus Kumpfmüller,

here is a simple example I created and tested recently:

 define("CasePage", [], function() {
		return {
			entitySchemaName: "Case",
			attributes: {
				"CustomTextColumn": {
					dataValueType: this.Terrasoft.DataValueType.TEXT,
					type: this.Terrasoft.ViewModelColumnType.VIRTUAL_COLUMN
				},
				"Account": {
					"lookupListConfig": {
						"columns": ["UsrCustomAccountColumn"]
					},
					"dependencies": [
						{
							"columns": ["Account"],
							"methodName": "setCustomTextColumnValue"
						}
					]
				}
			},
			messages: {},
			methods: {
				onEntityInitialized: function() {
					this.callParent(arguments);
					this.setCustomTextColumnValue();
				},
 
				initOnRestored: function(callback, scope) {
					this.callParent(arguments);
					this.reloadEntity();
					this.setCustomTextColumnValue();
				},
 
				setCustomTextColumnValue: function() {
					var currentCaseAccount = this.get("Account");
					if (currentCaseAccount) {
						var currentCaseAccountCustomColumn = currentCaseAccount.UsrCustomAccountColumn;
						this.set("CustomTextColumn", currentCaseAccountCustomColumn);
					} else {
						this.set("CustomTextColumn", "");
					}
				}
			},
			details: /**SCHEMA_DETAILS*/ {} /**SCHEMA_DETAILS*/ ,
			diff: /**SCHEMA_DIFF*/ [
				{
					"operation": "insert",
					"name": "CustomAddedColumn",
					"values": {
						"layout": {
							"column": 0,
							"row": 10,
							"colSpan": 24,
							"rowSpan": 1
						},
						"bindTo": "CustomTextColumn",
						"caption": {
							"bindTo": "Resources.Strings.CustomAddedColumnCaption"
						},
					},
					"parentName": "ProfileContainer",
					"propertyName": "items"
				}
			] /**SCHEMA_DIFF*/
		};
	});

also the "CustomAddedColumnCaption" localizable string should be added to the CasePage schema. The logic is:

1) Populate the column when the page is opened (onEntityInitialized method)

2) In the "Account" attribute:

"lookupListConfig": {
						"columns": ["UsrCustomAccountColumn"]
					},

retrieve the value for the "UsrCustomAccountColumn" column from the "Account" object (added as a lookup to the CasePage)

3) In the "Account" attribute:

"dependencies": [
						{
							"columns": ["Account"],
							"methodName": "setCustomTextColumnValue"
						}
					]

modify the "CustomTextColumn" virtual column value each time account is changed in the "Account" lookup

5) Also pay attention to this part in the diff:

"layout": {
							"column": 0,
							"row": 10,
							"colSpan": 24,
							"rowSpan": 1
						},

I took the last element that has "ProfileContainer" as a parent element, took its layout (which was:

{
						"operation": "merge",
						"name": "CaseOwner",
						"values": {
							"layout": {
								"column": 0,
								"row": 9,
								"colSpan": 24,
								"rowSpan": 1
							}
						}
					},

) and added 1 to the "row" attribute (to place my custom element right after the previous one).

The outcome is:

Markus Kumpfmüller

09:44 May 17, 2023

Oleg,

this helped me very much. Do you know how I could didplay this text as multiline? Currently the formatting of the source field in the account page is not being passed on.

Thanks,

Markus

Oleg Drobina writes:

Markus Kumpfmüller,

here is a simple example I created and tested recently:
 
 define("CasePage", [], function() {
		return {
			entitySchemaName: "Case",
			attributes: {
				"CustomTextColumn": {
					dataValueType: this.Terrasoft.DataValueType.TEXT,
					type: this.Terrasoft.ViewModelColumnType.VIRTUAL_COLUMN
				},
				"Account": {
					"lookupListConfig": {
						"columns": ["UsrCustomAccountColumn"]
					},
					"dependencies": [
						{
							"columns": ["Account"],
							"methodName": "setCustomTextColumnValue"
						}
					]
				}
			},
			messages: {},
			methods: {
				onEntityInitialized: function() {
					this.callParent(arguments);
					this.setCustomTextColumnValue();
				},
 
				initOnRestored: function(callback, scope) {
					this.callParent(arguments);
					this.reloadEntity();
					this.setCustomTextColumnValue();
				},
 
				setCustomTextColumnValue: function() {
					var currentCaseAccount = this.get("Account");
					if (currentCaseAccount) {
						var currentCaseAccountCustomColumn = currentCaseAccount.UsrCustomAccountColumn;
						this.set("CustomTextColumn", currentCaseAccountCustomColumn);
					} else {
						this.set("CustomTextColumn", "");
					}
				}
			},
			details: /**SCHEMA_DETAILS*/ {} /**SCHEMA_DETAILS*/ ,
			diff: /**SCHEMA_DIFF*/ [
				{
					"operation": "insert",
					"name": "CustomAddedColumn",
					"values": {
						"layout": {
							"column": 0,
							"row": 10,
							"colSpan": 24,
							"rowSpan": 1
						},
						"bindTo": "CustomTextColumn",
						"caption": {
							"bindTo": "Resources.Strings.CustomAddedColumnCaption"
						},
					},
					"parentName": "ProfileContainer",
					"propertyName": "items"
				}
			] /**SCHEMA_DIFF*/
		};
	});
also the "CustomAddedColumnCaption" localizable string should be added to the CasePage schema. The logic is:

1) Populate the column when the page is opened (onEntityInitialized method)

2) In the "Account" attribute:
 
"lookupListConfig": {
						"columns": ["UsrCustomAccountColumn"]
					},
retrieve the value for the "UsrCustomAccountColumn" column from the "Account" object (added as a lookup to the CasePage)

3) In the "Account" attribute:
 
"dependencies": [
						{
							"columns": ["Account"],
							"methodName": "setCustomTextColumnValue"
						}
					]
modify the "CustomTextColumn" virtual column value each time account is changed in the "Account" lookup

4) Modify the value in the "CustomTextColumn" virtual column each time we open the account from the CasePage (click on the value in the "Account" lookup) and modify the value in the "UsrCustomAccountColumn" custom column on the account page and return back to the case page (initOnRestored method).

5) Also pay attention to this part in the diff:
 
"layout": {
							"column": 0,
							"row": 10,
							"colSpan": 24,
							"rowSpan": 1
						},
I took the last element that has "ProfileContainer" as a parent element, took its layout (which was:
 
{
						"operation": "merge",
						"name": "CaseOwner",
						"values": {
							"layout": {
								"column": 0,
								"row": 9,
								"colSpan": 24,
								"rowSpan": 1
							}
						}
					},
) and added 1 to the "row" attribute (to place my custom element right after the previous one).

The outcome is:

Oleg Drobina

23:54 May 17, 2023

Markus Kumpfmüller,

just add this line

"contentType": this.Terrasoft.ContentType.LONG_TEXT,

into the "values" object of the "CustomAddedColumn" element in diff:

{
					"operation": "insert",
					"name": "CustomAddedColumn",
					"values": {
						"contentType": this.Terrasoft.ContentType.LONG_TEXT,
						"layout": {
							"column": 0,
							"row": 10,
							"colSpan": 24,
							"rowSpan": 1
						},
						"bindTo": "CustomTextColumn",
						"caption": {
							"bindTo": "Resources.Strings.CustomAddedColumnCaption"
						},
					},
					"parentName": "ProfileContainer",
					"propertyName": "items"
				}

The column will become multiline after that.

Lia

15:39 Aug 07, 2024

Is there any example of how we can do the same in the Freedom UI?

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Question

Sales_Creatio

7.18

Replicating the functionality of Forecast section

Sivaranjani

16:40 May 09, 2023

Hi Community,

Is it feasible to replicate the functionality of Forecast section for a custom object and add its corresponding fields?

Any idea on replicating the functionality or any other way for achieving the same would be helpful.

Thanks,

Sivaranjani

2 comments

Orkhan

22:26 May 09, 2023

Hello,

Unfortunately, we do not have that option.

But we have registered it with our R&D team for review and implementation in future releases of the application.

Thank you for your help in improving our product.

Best regards,

Orkhan Gojaev

Damien Collot

11:59 May 10, 2023

Very interesting idea indeed :)

Show all comments

Question

Add contact phone to card in lead

Christian Waidner

11:00 May 09, 2023

Hello all! Which part of the code do I have to edit to show the contact phone number in the contact card visible in leads / opportunities? Thanks for your help.

File attachments

Bildschirmfoto vom 2023-05-09 09-59-33.png

1 comments

Bogdan

11:17 May 09, 2023

Hello Christian,

Here is the academy page that will help you to set up such a field:

https://academy.creatio.com/docs/developer/interface_elements/record_pa…

Show all comments

Question

Sales_Creatio

7.18

Setting Default folder Filter in Product Catalogue Page

Sivaranjani

17:28 May 05, 2023

Hi Creatio community,

I'm trying to set default folder filter for product selection page in order product detail. Whenever the user login, a default folder should be selected and those products should be visible.

I'm able to achieve this task in Product section page where I'm updating the 'SysProfileData' object based on the key (ProductSectionV2GridDataViewFilters) .

But in the Product Catalogue page shown below, SysProfileData object is not updating while switching from one folder to other also there is no Key for it to update.

Any idea on how to set default folder filter for the Product selection page would be appreciated.

Thanks,

Sivaranjani

2 comments

Mykhailo Zeleniuk

19:10 May 05, 2023

Greetings,

Unfortunately, we are unable to see the pictures you have attached.

Could you kindly re-post them in the comment section?

Bhoobalan Palanivelu

08:34 May 08, 2023

Mykhailo Zeleniuk,

Please find the images below.

In "Product Catalogue" the folder filter is not working.

Product section default folder filter is working.

How to set a folder filter default in Product Catalogue (Order section - Product detail).

BR,

Bhoobalan Palanivelu.

Show all comments

Question

How to remove record permission for old owner when owner gets changed in lead?

Pavan Manne

14:10 May 04, 2023

Hello community,

I have a use case where i need to grant access rights to new owner in Lead when the owner gets changed.I want to remove the access rights of the old owner.

By default, Creatio grants maximum access permissions to record author and the record owner.

I have tried to give access to the new owner and revoke the access permission to old owner using Change access right Business process element . Since the old owner is the record author ,that user can able to see ,edit,delete the record .I want to remove the access rights of the old owner.

Can anyone help me on this ?

1 comments

Alla Blinova

20:23 May 09, 2023

Hi!

If you remove all roles/users from default permissions (managed by records access rule settings), users who created the record and records owner will still be able to see/edit/delete the record.

To change this behavior, there are several options:

- open the record in the System Designer and set the rule for the author to grant himself the rights for "not reading" the record

- the database command to remote the specific rights in the sys[object]right table. You can check some details on the example of granting the rights and change the logic of the provided script: https://community.creatio.com/questions/there-way-provide-record-creato…

Here are some more details on how these system tables impact the record permissions: https://community.creatio.com/articles/what-database-tables-should-i-ta…

- design a business process with the "Change access" element to remove the rights from the record author

Hope this info helps you with the described case.

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Question

Insert background image in Login Page

Sasori Oshigaki

13:20 May 04, 2023

Hi Community,

Is there any possibility to put an image as a background in the Creatio Login Page ?

Example

Best regards,

Sasori

5 comments

Best reply

Oleg Drobina

14:52 May 04, 2023

Hi Sasori,

It's possible, but proper css should be created:

what was done is adding the image to NuiLogin.aspx page css (add body elemnt there):

&lt;style&gt;
		.font-preload {
			position: absolute;
			opacity: 0;
		}
		.font-preload-open-sans {
			font-family: "Bpmonline Open Sans";
		}
		.font-preload-open-sans-light {
			font-family: "Bpmonline Open Sans Light";
		}
		.font-preload-open-sans-bold {
			font-family: "Bpmonline Open Sans Bold";
		}
		body {
			background-image: url("783px-Test-Logo.svg.png");
		}
	&lt;/style&gt;

and put this image to the root directory of app binary files. Only css should be modified in case you don't need to repeat this image and to set the size for it.

Oleg Drobina

14:52 May 04, 2023

Hi Sasori,

It's possible, but proper css should be created:

what was done is adding the image to NuiLogin.aspx page css (add body elemnt there):

&lt;style&gt;
		.font-preload {
			position: absolute;
			opacity: 0;
		}
		.font-preload-open-sans {
			font-family: "Bpmonline Open Sans";
		}
		.font-preload-open-sans-light {
			font-family: "Bpmonline Open Sans Light";
		}
		.font-preload-open-sans-bold {
			font-family: "Bpmonline Open Sans Bold";
		}
		body {
			background-image: url("783px-Test-Logo.svg.png");
		}
	&lt;/style&gt;

and put this image to the root directory of app binary files. Only css should be modified in case you don't need to repeat this image and to set the size for it.

Sasori Oshigaki

13:43 May 05, 2023

Oleg Drobina,

Thanks for the explanation Oleg,

I tried all the steps but still the image is not showing in the background of the login page.

1- Modified NuiLogin.aspx file (path : inetpub\wwwroot\creatio\Login)

&lt;%@ Page Language="C#" AutoEventWireup="true" CodeBehind="NuiLogin.aspx.cs" Inherits="Terrasoft.WebApp.Loader.Login.NuiLogin" %&gt;
 
&lt;!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd"&gt;
 
&lt;html xmlns="http://www.w3.org/1999/xhtml" dir="&lt;%= PageDirection %&gt;" culture="&lt;%= LanguageCultureName %&gt;"&gt;
&lt;head runat="server"&gt;
	&lt;meta http-equiv="X-UA-Compatible" content="IE=Edge" /&gt;
	&lt;meta name="fontiran.com:license" content="LAXSN" /&gt;
	&lt;meta http-equiv="Content-Type" content="text/html; charset=utf-8" /&gt;
	&lt;title&gt;Creatio&lt;/title&gt;
	&lt;style&gt;
		.font-preload {
			position: absolute;
			opacity: 0;
		}
		.font-preload-open-sans {
			font-family: "Bpmonline Open Sans";
		}
		.font-preload-open-sans-light {
			font-family: "Bpmonline Open Sans Light";
		}
		.font-preload-open-sans-bold {
			font-family: "Bpmonline Open Sans Bold";
		}
		body {
			background-image: url("test.png");
		}
	&lt;/style&gt;
&lt;/head&gt;
&lt;body&gt;
	&lt;div class="font-preload"&gt;
		&lt;span class="font-preload-open-sans"&gt;_&lt;/span&gt;
		&lt;span class="font-preload-open-sans-light"&gt;_&lt;/span&gt;
		&lt;span class="font-preload-open-sans-bold"&gt;_&lt;/span&gt;
	&lt;/div&gt;
	&lt;form id="IndexForm" runat="server"&gt;
	&lt;/form&gt;
&lt;/body&gt;
&lt;/html&gt;

1- Added test.png image file in ( path - inetpub\wwwroot\creatio\)

Oleg Drobina

13:48 May 05, 2023

Sasori Oshigaki,

Strange, this approach worked in my local app perfectly. Maybe there is an error message in the console when trying to reach the Login page and it will provide more details? Or maybe the image is empty? Also try restarting the application in IIS.

Sasori Oshigaki

14:41 May 05, 2023

Oleg Drobina,

Just fixed it Oleg

The mistake was the path of the image ( got it from console window)

The image should be placed under this path :

inetpub\wwwroot\creatio\Login

Thanks a lot for the help

Sasori

Oleg Drobina

14:52 May 05, 2023

Sasori Oshigaki,

hm, in my case it requested the root directory of the app when I was testing it. Anyway, it's good that the console message answered the question!

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Question

Sales_Creatio

8.0

Download files from documents attachments through mobile application

Alok Kumar

17:57 Apr 27, 2023

I am using mobile application, i am trying to download a files attached in documents attachments, i am able to see a documents is attached but unable to download it. In web version when you click on the attachment it automatically downloads. Is there any separate setting for that i am missing on.

1 comments

Bogdan

18:32 Apr 27, 2023

Hello,

Please contact support team on this matter.

Show all comments

Question

Sales_Creatio

8.0

Updatinng creatio environment error

Luis Kateshi

16:29 Apr 27, 2023

Hello Creatio Community,

I would like to create my creatio local environment from version 8.0.6.3429 to the newest one 8.0.8.4807. For this procedure I followed the instructions on the updating guide in this link (https://academy.creatio.com/docs/release/update-guide/update-guide).

I filled in the downloader.json with this information:

{

   "WebRootDirectory": "C:\\inetpub\\wwwroot\\CustomerJourney_9002",

   "WorkDirectory": "C:\\Temp\\updatedCreatio",

   "Site": "CustomerJourney_UBA_9002",

   "Product": "Lending",

"VersionBuild": "8.0.6.3429",

"DbEngineType": "MSSQL",

"CurrentSchemaName": "dbo",

"RedisServer": "localhost",

"RedisDB": 8,

"RedisPort": 6379

}

After I run the Downloader.ps1 on the powershell (administrator mode), I get this error on the command line:

Thanks in advance for your time :)

2 comments

Mykhailo Zeleniuk

14:47 Apr 28, 2023

Greetings,

We kindly ask you to contact support@creatio.com directly in order for us to provide you with a necessary package for updating your on-site application.

Damien Collot

14:57 Apr 28, 2023

You cannot use the updater to get the update files since Creatio 8.0.0, you need to ask support for the files. For some reason, the update guide does not mention it, and nothing in the partner knowledge base explaining it either...

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