Hello all!

As the title says, I would like to customize the header that gets auto-generated from "Customer need", "Contact", "Company" in leads.

Is there a way to include a custom field? this would be really helpful because it is absolutely possible to get two leads from the same contact with the same customer need (but different projects)

Help is appreciated

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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

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

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Here is my explanation:

Our organization has several departments, but we use the same Object. For example in the case is Account

We have already set up Organizational Roles. For Example

  1. Country 1 Sales Team
  2. Country 2 Sales Team

(I'm not allowed to give you the real name of those departments)

Each Team will handle some records in Account

 

So how could I filter Account based on the Organizational roles?

Like, if an employee from Country 1 Sales Team access the Account, they only see the records that their team needs to handle but not mix up with records from other teams

 

I hope the community could help me with this. Many Thanks!

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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!

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Hello Community,

We want a default quick filter to be applied always to a detail (AccountContactsDetailV2) in the Account section. This filter should be permanent like this:

This academy article is only appliable for Sections and not details

https://academy.creatio.com/documents/technic-sdk/7-13/adding-quick-fil…

All the best

Sasori

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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

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Dear,

I want to set to null a date field in the opportunities by performing a file import.

In Creatio, the date field is filled in, i want to set it to null.

I can not find the syntax to do this...

So what must i write in the excel date field if it is possible to to this...

Thank you !

Nicolas

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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. 

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

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We store multiple attachments stored in Creatio account, Order, case section etc.

We would like to know where exactly the physical files are stored.

 

Within application server or DB server or in the external file server ?

The attachment link looks below

https://xxxxxxxx.com/0/rest/FileService/GetFile/xxxxxxx/xxxxxx

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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.

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Hi Community,

I have created a database view, joining tables which altogether include more than 10000 records.

However when creating a Dashboard (List View) with this View, I can not scroll down through all the records (although all the records are there). Any idea why this happens ?

Best regards,

Sasori

 

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Hello Sasori,

 

We need more information to analyze your problem.

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

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Is it planned to fix the fakap that Creatio considers letters of different registers as different simbols? At a time when Google has long ignored typos in requests, and the era of ChatGPT is coming, a modern and otherwise great program cannot find the name John in the contact list if you write "JOHN". Moreover, the search in the program does not know how to search by part of a word and cannot find the name John in the contact list if you write "ohn".

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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.

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Hello Community,

I have a requirement of different colors to show in the progress bar of lead section. As if the stage is Qualification it needs to be in yellow, if its in nurturing it needs to in different color? How can we achieve this. Can anyone help ?

 

Thanks in advance 

 

Best Regards 

Yasaswini I

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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.

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Hello,

I try to create Word report and add information about currency to the table header

And in some reports everything is Ok, but in some (with more columns or any other conditions) only one row with table details is displayed after some master data is added to the column header.

I cannot find any reason and have no ideas why in some reports it works and in some - doesn't

 

Thanks for your hints!

Vladimir

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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

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Hello Community,

 

I have a PrestaShop website to allow my important customers to simplify their hardware orders.

I am therefore in the process of developing a webservice to interface the two systems, the exchange of data being done in Json format.

 

The first feasibility tests were done in version 7.18.5 of Creatio with libraries

  • Newtonsoft.Json
  • Newtonsoft.Json.Linq
  • System.Web.Script

 

We have now moved to a new phase on a Creatio 8.0.5 and the USING of these libraries now cause problems when compiling...

 

Have you encountered this anomaly before?

Do you have examples of Json deserialization code with other libraries?

 

Thank you in advance for your help.

 

Vincent

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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

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