This package in the marketplace is for MSSQL systems only. If this is a could system it's most likely a Postgresql system, not MSSQL. The package will install on a Postgresql system, but won't work (and I believe doesn't show any errors). Do you know if the system it's installed on is MSSQL database or not? 

Ryan

Seems bizarre there is no Postgres support given most Creatio cloud environments run on this.

Lewis Pull,

I agree. This would be a very useful add-on. I would love to see this work with new systems (actually should be added as a base part of Creatio)

Ryan

Hi Yana, Ryan and Lewis,

The developer does not have plans to add PostgreSQL compatibility. Therefore, we decided to remove this add-on from the Marketplace.

Also, we have sent feedback to our R&D team about including such functionality in Creatio out of the box.

Irina Lazorenko,

Hi Irina, do you know if there are any plans for this agreed? This is a feature we would really benefit from.

Very bizarre that this is not a standard feature within any CRM to be honest.

@Irina Lazorenko, any plans to implement this?

Hi,

Unfortunately, this task can not be achieved from the user's perspective 

You can create a custom widget, which allows you to upload data from the module which you customize yourself.



However, we will create a case for our R&D team on this matter so it may be implemented in the next releases.

Hello Amritha,

There are no basic tools to achieve your business task. It could be achieved only by development.



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. 

Bogdan,

If it can be achieved by development then can you please share the snippet which can be used to achieve it

Hello Amritha,

Unfortunately we don't have a ready to use code for this task. The logic of the notification in the CTI panel is stored in the VisaNotificationsSchema module. If you need to add additional columns in this notification schema you need to insert them into the diff array of the schema. You can also study how data is received to fields like NotificationSubjectCaption or NotificationDate columns.

Greetings,



The desired functionality can be achieved by one of the previous community answers:

https://community.creatio.com/questions/hide-fields-lookup-filter

Hello!

As for now, this is the correct behavior of the system - there is a page opened and you have to fill the fields to have it added to the detail.

Our development team is already working on updating the application to implement the inline record adding. So hopefully, this functionality will be available in the nearest releases.

Thank you for this suggestion, this helps to make our product better!

Best regards,

Kate

Hello,

In order to achieve your business task please instead of 'true' write 'false' in the Module parameters as it is shown in the screenshot below:



We'd suggest to first test the solution on a test- or demo-site before applying it to the production instance.

Best regards,

Anastasiia

 

Hi!



To investigate this behavior, we ask you to submit a request to our team via support@creatio.com or the Success Portal. 



We'll need to access the instance remotely in order to help.



Thank you for your cooperation!

Thanks Alla,



This is not isolated to our instance, but also the trial & demo environments, obviously not convincing neither my colleagues, my clients nor prospects.



Any tweak that can be done to improve performance (other than deactivating the shell ?) or do we need to wait for 8.1 series of updates for the new shell to have proper performance ?



Thanks,



Damien

Unfortunately I am receiving the same feedback from users. 



I think it is worse when mixing Freedom UI configured sections with classic sections/pages. 

Same here. We're leaving the new shell off for now.

I love the look of the new shell (it's beautiful). However, it does have much slower performance - along with difficulty to customize certain aspects of the shell that are implemented as angular components (or at least the lack of my own knowledge of how to do so).

According to the release notes for 8.0.7 it lists the following improvements coming:

1. Freedom UI pages now load up to 70% faster. Freedom UI lists now load data significantly faster as well.
2. You can now disable advanced visual effects of the Freedom UI shell by turning on the “Disable advanced visual effects” (“DisableAdvancedVisualEffects” code) system setting. Currently, the setting disables the blur in the semi-transparent “Glass effect” chart style.

Hopefully this improves the performance somewhat. I expect we'll see more improvements overtime as well. I do look forward to switching to the new shell.

Ryan

Aha !



That's great news! Looking forward to 8.0.7. I hope the 70% increase makes it usable :)



I also hope we'll get updated shortly after the release date (about 2 weeks). And if it takes longer, that as partners, we be kept informed on the progress.



Damien

Hello Markus,

First of all, we don't recommend adding the same details on the page more than once as they may not behave correctly.

The "Product in Order" detail is quite specific, and is meant to be used in one section only. You can make it visible it two different tabs. 

To add the same detail twice, you can create a new detail based on this object, and then add it to the page. So the detail should work correctly.

Regards,

Gleb.

Gleb,

Thanks for answering! If I create a detail based on the same object, unfortunately the selection page (in the screenshot above) is not transferred. Any idea how I could copy this functionality to the new detail?

Hello Markus,

honestly, it is quite difficult to understand where you have the issue without looking at it. You can try the following:



1. Open this detail's settings in "Order" section

2. Go to the second section where you need this detail, open Wizard, Add new detail

3. Than you can just copy the relation from the first one (like Object, columns etc.)

4. Give you detail another Name and Code, then Save.

5. Now you have the same detail as in "Orders" which is working correctly.

If you will still have some questions, I recommend creating a case for our support team so my colleagues will be able to help you resolve the problem as quick as possible.

Regards, 

Gleb.

Markus Kumpfmüller,

To begin with, you should create a new object and set  Parent Object: BaseProductEntry.



Please follow the below steps for Product Catalogue.

 The following dependency and code to the edit page where the detail is added. (Ex: OpportunityPageV2)

            Dependency: ProductSalesUtils

            /**Opens the catalogue page**/

            openCardInChain: function(config) {

                 if (config && !config.hasOwnProperty("OpenProductSelectionModule")) {

                     return this.callParent(arguments);

                 }

                 return ProductSalesUtils.openProductSelectionModuleInChain(config, this.sandbox);

            },

Inside the Detail Schema you need to subscribe the following messages.

                       /**

                   * @message ProductSelectionInfo

                   * ########### ######### ###### ####### ########

                   * @return {Object}

                   */

                  "ProductSelectionInfo": {

                        mode: Terrasoft.MessageMode.PTP,

                        direction: Terrasoft.MessageDirectionType.SUBSCRIBE

                  },

                  /**

                   * @message ProductSelectionSave

                   * ############ ####### ######## ###### ####### #########

                   */

                  "ProductSelectionSave": {

                        mode: Terrasoft.MessageMode.PTP,

                        direction: Terrasoft.MessageDirectionType.SUBSCRIBE

                  },

            init: function() {

                this.callParent(arguments);               

                this.subscribeOnProductSelectionInfo();

                           },

subscribeOnProductSelectionInfo: function() {

    this.sandbox.subscribe("ProductSelectionSave", this.onProductsSelected, this, [this.sandbox.id + "_ProductSelectionModule"]);

    this.sandbox.subscribe("ProductSelectionInfo", function() {

           return {

                masterRecordId: this.get("MasterRecordId"),

                masterEntitySchemaName: this.get("DetailColumnName"),

               masterProductEntitySchemaName: this.entitySchemaName

             };

      }, this, [this.sandbox.id + "_ProductSelectionModule"]);

},

Important Note: You need to change the schema detail parent to "Base detail - Products". And the schema detail page to "Base edit page - Products detail".

Bhoobalan Palanivelu,

Trying to create "Product in Lead" detail with product catalogue. Using your hints, I've created new object PrbProductInLead (parent: BaseProductEntity) with Lead lookup column, added PrbProductInLeadDetail schema (parent: Base detail - Products) and PrbProductInLead1Page schema (parent: Base edit page - Products detail). Changed LeadPageV2 so it contains:

define("LeadPageV2", ["ProductSalesUtils"], function(ProductSalesUtils) {
 
...
 
            openCardInChain: function(config) {
                if (config && !config.hasOwnProperty("OpenProductSelectionModule")) {
                    return this.callParent(arguments);
                }
                return ProductSalesUtils.openProductSelectionModuleInChain(config, this.sandbox);
            },

Also I added code to PrbProductInLeadDetail:

...
		messages: {
			"ProductSelectionInfo": {
				"mode": Terrasoft.MessageMode.PTP,
				"direction": Terrasoft.MessageDirectionType.SUBSCRIBE
			},
			"ProductSelectionSave": {
				"mode": Terrasoft.MessageMode.PTP,
				"direction": Terrasoft.MessageDirectionType.SUBSCRIBE
			},
		},
...
		methods: {
			init: function() {
				this.callParent(arguments);
				this.subscribeOnProductSelectionInfo();
			},
			subscribeOnProductSelectionInfo: function() {
				this.sandbox.subscribe("ProductSelectionSave", this.onProductsSelected, this, [this.sandbox.id + "_ProductSelectionModule"]);
				this.sandbox.subscribe("ProductSelectionInfo", function() {
					var answer = {
						masterRecordId: this.get("MasterRecordId"),
						masterEntitySchemaName: this.get("DetailColumnName"),
						masterProductEntitySchemaName: this.entitySchemaName
					};
					console.log("subscribeOnProductSelectionInfo");
					console.log(answer);
					return answer;
				}, this, [this.sandbox.id + "_ProductSelectionModule"]);
			},

But when I push the AddRecordButton on Lead page, I get loading mask that won't come off until I close the page. Browser console says:

Error while sending request - InvalidTypeCastException (Column must be lookup).

What am I doing wrong? Please, help.

Regards,

Oleg.

Bhoobalan Palanivelu,



Could you please clarify whether we should create a detail (which will result in Creatio adding an object, detail, and page to the configuration) or if we must add a custom section?

"To begin with, you should create a new object and set  Parent Object: BaseProductEntry."

Hello

I'm still stuck with this problem...

Anyone have an idea?

Vincent

Hello team,

I found the source of my problem!

The problem was at the level of an inheritance of rights on OpportunityProductInterest table, the rights were linked to the Opportunity table...

The archive rows being linked to the Quotes table, this was a problem...

I removed the inheritance and everything is back to normal.

Vincent