as we use non-standard font for our report, it should be embedded into result pdf-file. FastReport has this option during export to PDF. But how can we achieve the same from Creatio?
There are several possible reasons why a custom font added to IIS for Fast Reports may work for one site but not for another, even with the same settings. Here are a few possible reasons:
Different versions of IIS: If the two sites you are configuring the custom font for are running on different versions of IIS, this can cause compatibility issues. Therefore, depending on which version of IIS your sites are running on, you should use the corresponding version of the custom font.
Different IIS settings: Another possible issue is different IIS settings on different sites. For example, if one site is working with custom fonts over HTTP, and another is over HTTPS, this can affect how the fonts are displayed on the site.
Different font locations: It's possible that the fonts are not located in the same place on two different servers, and this can cause issues with loading the fonts on one of the sites.
Caching: If the font is added to one site, and then you add it to another, the browser may have a cached copy of the old version of the font. This can cause the font to not change when you switch to the other site.
If this is a self-hosted font, it may be necessary to modify the hosting settings of the font to allow access from other domains (perhaps by adding the instance address of Creatio to the Allowed domains list).
To address these issues, make sure you are using the correct version of the font, check if the settings are the same on both servers, make sure the fonts are located in the same place, and clear the browser cache.
The requirement is to generate a document where data is stored in detail inside a detail and it should be grouped based on the value in the parent detail.
Scenario Explanation,
We have created a custom section named "Quotes" and a detail inside it named "Parts, Design, Labor Components", this detail has a string column known as "CEID".
And we have detail named "Parts Transformation : Design Paid Upfront" and "Design Transformation : Design Paid Upfront" inside this main detail,
And our final printable document should be in the format like as below, As the CEID group should be common (pointing the main detail) and the parts and design records associated to it should be shown as table (pointing to child details). This printable should generate a single document for all the list of the CEID's and their associated parts and design.
In OOTB printables, its unable to bring the printables in this format. Is there a way to implement this logic in creatio ?
As far as I understand you need to pull the "Design Transformation : Design Paid Upfront" detail data from the "Parts, Design, Labor Components" detail into Quotes printable. Unfortunately, that would not work since it is not possible to print out the table in the table.
As a workaround to display data in a report from the nested second-level detail data as a hierarchy, you can use an object as a database view. The view can be created using a Common Table Expression (CTE). For example:
WITH cte AS (
select
cast(l1.Name as NVARCHAR(MAX)) as Name,
l1.Id,
0 as hierarhy,
l1.Id as Level1,
m.Id as MainId
from Main as m
join Level1 as l1 on m.Id= l1.MainId
UNION ALL
select
cast(' - '+ l2.Name as NVARCHAR(MAX)) as Name,
l2.Id,
1 as hierarhy,
l2.Level1Id as Level1,
m.MainId as MainId
from cte as m
join Level2 as l2 on m.Id= l2.Level1Id)
SELECT *
FROM cte
order by Level1, hierarchy
In this example,
Main is the main object, Level1 is the detail that is linked to Main, and Level2 is the detail that is linked to Level1.
As a result, an object can be obtained that joins two tables and displayed the data. Therefore, when creating the necessary columns in the view, they can be used to build the table and output the information row by row.
We have a customer request where they wish to have the record-specific feed on a certain object shown only to members of a certain functional or organisation role.
So for example if this user in this role enters the record, they can see the record feed and if someone outside the group enters the record it is not visible.
Alternatively if you could add another record-specific feed only visible to certain roles.
The records permissions can be modified via the "Actions" menu in accordance with your business needs.
If you need to set up the access automatically after the record is created, we recommend designing a business process for it:
- Enable record permissions for the relevant object (e.g., "Feed update" or any other object you want to restrict access to).
- Create a business process that grants full access rights to existing records of this object to all employees, except for the specific record you want to restrict access to. Do not distribute any access rights to this specific record for all employees.
- In the same business process, grant full access rights only to the "System administrators" role for the specific record you want to allow access to.
Alternatively, you can also restrict access rights to specific columns or fields on the edit page of the record, and only allow system administrators to modify those fields. This may be a simpler approach, depending on your requirements.
Hello and thank you for the reply Alla. What I meant to say is that the record-specific feed on each record, for example if I have an opportunity Called TestOpp, and I post in the feed in that record I will get the notice that "Supervisor posted in opportunity Test". This seems to indicate to me that there is a record specific feed to each record.
What I wondered was if there was a way to restrict this record-specific feed to only be visible to people with certain access rights. Alternatively if another feed could be introduced to each record with the same restrictions.
There is probably a misunderstanding: the business process can be designed to actually set up each record:
1) You are to switch the records permissions on for the site in general (System designer)
2) Design a BP for each particular record - add the element to remove the rights and then add another element to share the rights for the target role group
Є задача відтворити розроблений функціонал деталі з веб весрсії в якій є базовий функціонал - це "Вибрати декілька записів". З являються чекбокси по яким користувач вибирає потрібнє декілька рядків. Підскажіть в мобільному додатку можливо відтворення вибору багаторядковості.
Наразі такої можливості у мобільному додатку немає, проте ми вже зареєстрували це побажання для нашої команди розробників і вони можуть додати такий функціонал у майбутніх релізах.
How can we change (remove/disable) some parts of object process?
We need to generate Invoice number in another way (and don't want increment system settings when invoice is just created). But this process is defined in Invoice package.
According to the basic logic of the Activity section, it doesn't contain activities with a type "email" and "call" in order to not overload activity section with tons of emails/calls.
In case you need to check only one particular email or a few of them, you may simply find this email in the Communication panel.
Also, you may apply changes to the emails with a help of custom business processes or directly in DB.
Alternatively, as mentioned by Jelena, you can use a corresponding marketplace add-on, that lets you manage emails in the pre-configured Mailbox section.
If the installation of the add-on was successful, please try to re-login to the site, clear your browser cache and add the section to a workplace once again.
Yes, I know that the activities section doesn't display emails, that is my original problem.
I also know the communication panel but searching for particular information in emails is still not easy (and I have installed the addon available for searching emails already).
Installation of the mentioned addon was successfull, I always test afterwards in privacy mode so still no success.
