Hello,

The lead header, i.e. the LeadName field is formed in the event process when the lead is saved (Lead object, Lead package, UpdateLeadName method).

To change the basic logic, you need to make changes to the specified method depending on your business task.

At the moment, it is not possible to make changes to this logic by basic means, but we will register the idea with the responsible R&D team.

Best regards,

Yuliya Gritsenko

Hi Bao,



I think, such filter can do this

Kind regards,

Vladimir

Vladimir Sokolov,

Hi Vladimir,

That's a great idea! We tried and seems okay for now!

But, I have a further question.

As my try, a team member from Country 1 team could able to see the folder used for Country 2 Sales Team when they use the filter function. We want to separate the view of both teams and don't allow Country 1 team could see any record from Country 2 team

So, How can I able to do that?

Bao Phan,

Here you need to write Process that changes access right to record when record is added and Owner or Team are changed 

https://academy.creatio.com/docs/user/bpm_tools/process_elements_refere…

Thank you, Vladimir Sokolov

Sorry for my late reply

I didn't get any notification about the reply

But thank you!

I am not sure how to add the default values (so the user can remove them) since it is a per-user thing, but if you always needed the filter values set for the detail (and not allow the user to remove them) you could filter the detail using ESQ filters as shown here: https://customerfx.com/article/filtering-a-detail-list-in-creatio-forme…

Ryan

Will quick filter component in Freedom UI 8.0.8 allow this maybe ?



(Beta in 8.0.7: Quick filters. It is now possible to apply custom filters to one or more Freedom UI lists on a page using the [ Quick filter ] component. )

Ryan Farley,

Hi Ryan. The idea is to apply the quick filter for the detail (like for sections)

Through this coding applied in AccountContactDetailV2_:

onRender: function() {
				this.callParent(arguments);
				this.set("IsDetailFilterVisible", true);
				this.set("IsFilterAdded", true);
				this.set("IsShortFilterFieldsVisible", true);
 
			},
			getFilterDefaultColumnName: function() {
				return "Left";
			},

I have managed to bring the detail in this state (printscreen) every time the pages renders:

Do you know if it is possible to put also a default value, when the detail renders ?

Thanks,

Sasori

Hello Nicolas,



The logic of making the field empty using data import is not developed yes and as a result, there is no way to make the field empty using the import tool. 

We've registered it in our R&D team backlog for consideration and implementation in future application releases.

Thank you for helping us to improve our product. 

Hi Nicolas, 



It's possible to do using the free add-on available on Marketplace. 

https://marketplace.creatio.com/app/mass-updating-creatio

Have a great day! 

BR,

Jacek

Hello Selva,

We see that you also registered a case directly for the support team and will provide you with an elaborate answer regarding your instance there.

Selva,



All the physical files (i.e., attachments are stored in a DB server of type BLOB). And if required external servers/integrations supported can be used. 



This Academy article will guide further: https://academy.creatio.com/docs/user/setup_and_administration/base_int…

BR,

Bhoobalan Palanivelu.

Hello Sasori,

 

We need more information to analyze your problem.

Please contact our technical support team (support@creatio.com)

Hello,

Please note that there are several different Global Search templates that you can choose from to configure on your instance, depending on your needs. Please refer to this Academy article to know more about it.

You can either set this up on your own in a locally deployed instance or send a request to our support team so we could change the Global Search template if you have a cloud site.

Greetings,



Unfortunately, we do not yet have an out of the box solution for such a request, hence we have registered an idea for our R&D team to further implement such feature in our future versions.

Hi,

it seems that you are trying to add the macro straight from the table column. In this case, such scenario should be changed.

Please, make sure you added the column to the "Set up report data" section in your Report template in Creatio before you add this column to the report template in Word, then in Word you will have to find this columns in the list and drag it to the field where you need it.

For example, if now the macro looks something like "Object1.Column1.Currency", then you need to go to your Report in Creatio and add the column in such way:

- Set up report data -> "+"

- Object1 -> "+"

- In the second field you need to find your Column1

- In the last window you should have a list from the Column1 and there you should be able to find your Currency column.

In this case, it should work fine.

Regards,

Gleb.

Thank you for your replay.

Yes, we have created VIEW and added this object as report table.

And if report is based on Order, a lot of Order's calculated fields are taken from VIEW.

When we add 'Currency' field to the 'report data', it realy works - thank you.

But we also have some fields, that are calculated in VIEW, so they cannot be added to the 'report data', only to 'report table'. As I understand, they cannot be used in other table header?

And only option is to add new field to Order object, calculate and store this value in the object?

Kind regards,

Vladimir

Vladimir Sokolov,

if the field is calculated in View, it cannot be added to the header, I'm afraid.

However, you can try to add another field to your object and simply populate it with the value from the second field. In this case, it should work fine.

Regards,

Gleb.

Gleb,

Thank you!



Would be nice to have Word reports based not only on Section, but on any other objects, also objects on View

Greetings,



We have checked the information with our R&D team and it is as follows:

Newtonsoft.Json;

Newtonsoft.Json.Linq;

Both of these should work with no problem with the new versions of Creatio, but

System.Web.Script

Needs some adjustments from your side, since you have an on-site system.

The adjustments are as follows:

Within the file \Terrasoft.WebApp\Terrasoft.Configuration\Terrasoft.Configuration.Dev.csproj 

Within this section: <ItemGroup Label=".NET references"> 

You should add this reference <Reference Include="System.Web.Extensions" />

And correctly use the beforementioned libraries (Newtonsoft.Json; Newtonsoft.Json.Linq;) in C# schemas

Hello Mykhailo Zeleniuk,



Right now, my code is very simple (see screenshot), so I'm bothered by the compilation error...

Especially since the same code worked in version 7.18.5.

Someone would have examples of Json deserialization code with other libraries than Newtonsoft ?

Thanks

Vincent

LAVIGNE Vincent,

I did an example of a webservice that returns a JSON string result using only System; and System.Text.Json. The code is below:

namespace Terrasoft.Configuration.UsrCustomServiceNamespace
{
    using System;
	using System.Text.Json;
    using System.ServiceModel;
    using System.ServiceModel.Web;
    using System.ServiceModel.Activation;
    using Terrasoft.Core;
    using Terrasoft.Web.Common;
    using Terrasoft.Core.Entities;
 
 
 
	public class SerializedObject
	{
		public string FirstPart { get; set; }
		public string SecondPart { get; set; }
		public string ThirdPart { get; set; }
	}
 
    [ServiceContract]
    [AspNetCompatibilityRequirements(RequirementsMode = AspNetCompatibilityRequirementsMode.Required)]
    public class UsrCustomService: BaseService
    {
 
		private SystemUserConnection _systemUserConnection;
        private SystemUserConnection SystemUserConnection
		{
            get
			{
                return _systemUserConnection ?? (_systemUserConnection = (SystemUserConnection)AppConnection.SystemUserConnection);
            }
        }
 
	[OperationContract]
        [WebInvoke(Method = "GET", RequestFormat = WebMessageFormat.Json, BodyStyle = WebMessageBodyStyle.Wrapped,
        ResponseFormat = WebMessageFormat.Json)]
        public string ReturnCustomResult(string param1, string param2, string param3)
		{
			var objectToSerialize = new SerializedObject
            {
                FirstPart = param1,
                SecondPart = param2,
                ThirdPart = param3,
            };
			string jsonString = JsonSerializer.Serialize(objectToSerialize);
			return jsonString;
		}
	}
}

As a result calling this endpoint http://localhost:1026/0/ServiceModel/UsrCustomService.svc/ReturnCustomR… returned this result:

{"ReturnCustomResultResult":"{\"FirstPart\":\"test1\",\"SecondPart\":\"test2\",\"ThirdPart\":\"test3\"}"}

So you can this approach on your side as well.

And the test was performed in 8.0.6 full bundle application (sales + marketing + service) MS SQL.

Hello Oleg Drobina,

Thank you very much for your answer, I will try to adapt your example code to my case.

Indeed, I want to retrieve a JSON which is in the body of the HTTP request, so do more of a "Deserialize" request.

If you have an example of code in this way too, I am interested.

Thanks

Vincent