Hi,

 

How to add custom field on this mini page which opens when we mark any task as "Complete"?

 

Please help!

Thanks in advance.

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hi Akshit,



The module that brings the mini page is ActivityMiniPage.

It's possible to replace the schema and add custom logic and fields inside the diff property.



Below is a sample that depicts the Select Result (the first dropdown in the mini page) Similar way we can add other custom fields here.

define("ActivityMiniPage", [], function() {
	return {
		entitySchemaName: "Activity",
		messages:{
 
		},
		methods: {
 
		},
		diff: /**SCHEMA_DIFF*/[
					{
				"operation": "insert",
				"name": "ResultsContainer",
				"parentName": "MiniPage",
				"propertyName": "items",
				"values": {
					"itemType": this.Terrasoft.ViewItemType.CONTAINER,
					"items": [],
					"layout": {
						"column": 0,
						"row": 5,
						"colSpan": 24
					},
					"visible": {
						"bindTo": "isEditableResultsVisible"
					}
				}
			},
			{
				"operation": "insert",
				"parentName": "ResultsContainer",
				"propertyName": "items",
				"name": "Result",
				"values": {
					"generator": "MiniPageEditControlsGenerator.generateModelItem",
					"visible": {
						"bindTo": "hasResults"
					},
					"contentType": this.Terrasoft.ContentType.ENUM,
					"wrapClass": ["container-mini-wrap"],
					"controlConfig": {
						"placeholder": {
							"bindTo": "Resources.Strings.ResultControlPlaceholder"
						}
					},
					"controlWrapConfig": {
						"classes": {
							"wrapClassName": ["control-mini-wrap"]
						}
					},
					"labelConfig": {
						"visible": false,
						"markerValue": ""
					}
				}
			},
			{
				"operation": "insert",
				"parentName": "ResultsContainer",
				"propertyName": "items",
				"name": "ProcessResult",
				"values": {
					"bindTo": "ProcessResult",
					"generator": "MiniPageEditControlsGenerator.generateModelItem",
					"visible": {
						"bindTo": "hasProcessResults"
					},
					"contentType": this.Terrasoft.ContentType.ENUM,
					"wrapClass": ["container-mini-wrap"],
					"controlConfig": {
						"prepareList": {"bindTo": "onPrepareProcessResultList"},
						"list": {"bindTo": "ProcessResultList"},
						"placeholder": {
							"bindTo": "Resources.Strings.ResultControlPlaceholder"
						}
					},
					"controlWrapConfig": {
						"classes": {
							"wrapClassName": ["control-mini-wrap"]
						}
					},
					"labelConfig": {
						"visible": false,
						"markerValue": ""
					}
				}
			},
		]/**SCHEMA_DIFF*/,
		rules: {}
	};
});
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Dear,

I would like to create a custom object to replace the activityparticipant object.

However, when i tryed to create the remplacement object, i ve got the error:

Multiple replacements of same schema in single package are not allowed.

There are effectively two activityparticpant objects :

So how can i create a new activityparticipant custom object ?

Thank you,

Nicolas

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hi LÉZORAY Nicolas,



The Error: Multiple replacements of the same schema in a single package are not allowed refers that the object schema is already available in the current package. 



Could you confirm the current package doesn't have this Object?

Also do you have any custom created package and where this replacement is tried?



Below is the successful replacement of object in custom development package.





 

 

BR,

Bhoobalan Palanivelu.

Hi Bhoobalan Palanivelu !

I don't see how you managed to create the replacement object without error.

 

In the custom package i have no activityparticipant object:

 

If i go into Allpackage i have the same files as you (without the DEVLocal one):

 

Here's how i proceeded:

 

In the next screen, in the inheritance field, i entered "activityparticipant" 

And then i got the error message:

 

Can you please let me know how you managed to create your custom item ?

Thank you for your help !!!

Have a nice day,

Nicolas

 

LÉZORAY Nicolas,



By chance could you please try it in another custom-created package (Custom_Transfer) rather than OOTB Custom?

Bhoobalan Palanivelu,

 

It works in the another custom package.

I have never used this one.

 

Thank you !

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Hi Community,



I'm hoping to add conditional formatting to a lookup field on an edit page (UsrColour).



UsrColour lookup = Id (Guid), Name (String), Hex (String).

 

Ideally, I'd like the colour to change based on the lookup value and for the colour to come from the Hex field in the Colour lookup. Alternatively, hard coding the colours into the page code would be an acceptable alternative.



I can format the field using the article below but not conditionally:

Adding Custom CSS Style Sheets in Creatio (formerly bpm’online) | Customer FX

 

Any assistance would be greatly appreciated.

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hi Cristopher Montgomery,



This thread helps to add the custom CSS on condition based.

Please check this Custom CSS for a field/label based on Condition .



BR,

Bhoobalan Palanivelu.

hi Cristopher Montgomery,



This thread helps to add the custom CSS on condition based.

Please check this Custom CSS for a field/label based on Condition .



BR,

Bhoobalan Palanivelu.

Exactly what I need. Much appreciated.

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Hi,

 

I need to filter contact list that is displayed when logging a call activity through Section Actions Dashboard. Below is the code I have added for the same:

1. Replaced CallMessagePublisherPage

 define("CallMessagePublisherPage", ["ConfigurationConstants"],
	function(ConfigurationConstants) {
		return {
			entitySchemaName: "Activity",
			mixins: {},
			attributes: {
				"Contact": {
					"lookupListConfig": {
						"columns": ["Account"],
						"filters": [
							function() {
									var config = this.getListenerRecordData();
									var additionalInfo = config.additionalInfo;
									var account=additionalInfo.account.value;
									var filterGroup = Ext.create("Terrasoft.FilterGroup");
									if(account){
									filterGroup.add("ContactFilter",
										Terrasoft.createColumnFilterWithParameter(
											Terrasoft.ComparisonType.EQUAL,
											"Account",
											account,
											Terrasoft.DataValueType.LOOKUP)
											);
									}
									return filterGroup;
							}
							]
					}
				}
			},
			methods: {
						setDefaultCallDirection: function() {
							var query = this.Ext.create("Terrasoft.EntitySchemaQuery", {
								rootSchemaName: "CallDirection"
							});
							query.addColumn("Name");
							var recordId = ConfigurationConstants.Activity.ActivityCallDirection.Outgoing;
							query.getEntity(recordId, function(result) {
								this.setDefaultCallDirectionQueryHandler(result);
							}, this);
						}
					},
			diff: /**SCHEMA_DIFF*/[]/**SCHEMA_DIFF*/
		};
	}
);

 

2. Replaced SectionActionsDashboard

  define("SectionActionsDashboard", ["SectionActionsDashboardResources"], function(resources) {
    return {
        methods: {
				onGetRecordInfoForPublisher: function() {
					var info = this.callParent(arguments);
					info.additionalInfo.account = this.getAccountEntityParameterValue(info.relationSchemaName);
					return info;
				},
				getAccountEntityParameterValue:function(relationSchemaName){
					switch(relationSchemaName){
						case "Lead":
							return this.getMasterEntityParameterValue("QualifiedAccount");
						case "Contact":
						case "Opportunity":
						case "Order":
							return this.getMasterEntityParameterValue("Account");
						case "Account":
							return {"value":this.getMasterEntityParameterValue("Id")};
						default:
							return {};
					}
 
				}
		}
    };
});

With above code, I get the below result in Account section when I open the window to select contact.

Above is the expected result. But when typing in the name on the lookup field instead of opening the selection window all contacts that match the text are displayed(not filtered by Account)

Any idea how to apply the same filter when pulling the list by typing in the lookup field?

 

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Hi,

 

Please also add the following method to the CallMessagePublisherPage:

getLookupQuery: function(filterValue, columnName) {
					var esq = this.callParent(arguments);
					var filterGroup = this.getLookupQueryFilters(columnName);
					esq.filters.addItem(filterGroup);
					return esq;
				},

and refresh the page after that. This should result in the needed filtration in the list view of the lookup.

Hi,

 

Please also add the following method to the CallMessagePublisherPage:

getLookupQuery: function(filterValue, columnName) {
					var esq = this.callParent(arguments);
					var filterGroup = this.getLookupQueryFilters(columnName);
					esq.filters.addItem(filterGroup);
					return esq;
				},

and refresh the page after that. This should result in the needed filtration in the list view of the lookup.

That works, thank you!

Hello everyone. Thanks for the article, it was very helpful. Perhaps you can tell me how to filter the list of emails address via Account? That is displayed when registering email sending activity via the Section Actions toolbar? Thanks!

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Hello Community,

 

I want to add a custom upload icon to the attachments on Freedom UI pages. It seems the default icons given were from angular material (mat-icon). Is there a way to add a custom icon ?

Thanks in Advance!

 

Regards

Pavan Manne

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Hello,



There is no such opportunity. 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,



There is no such opportunity. 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 Bogdan,

 

Any update on this case?

Pavan Manne,

Hello,

 

Our responsible R&D team is informed about the need of this functionality and consider implementing it in the upcoming releases, but there is no ETA as of now. 

 

Best regards,

Anastasiia

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Hi Team!

 

Can you help us on how to add static folders to:

1. custom section?

2. Creatio OOTB section, where the static folders functionality is not available by default (for example, Contracts)?



I've tried inserting folder of Static type into %Section%Folder, but it works only for the sections where static folder already available in UI. 



Thanks in advance!

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Hello,

 

1. Please be informed that static folders functionality is not available in the custom section. We have created a corresponding query for our R&D team.

 

2. In the basic system version only the following section can have static folders:

employees

process library

process journal

lookups

system settings

As for the Contacts section, static folders are available with the "Marketing" product only.

Is this going to be added at some point? It seems dumb not to have it everywhere. 

Hello!

 

Unfortunately, this functionality is still not available. Our team is working on it, but we can not provide an ETA for it. 

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Good day!


I need help to understand an error during install of package.

Terrasoft.Core.Packages.Exceptions.InvalidDescriptorInFileSystemException: Invalid discripter: 
Reading of property "Type" is not supported 
Path: UsrTest ---> Terrasoft.Common.InvalidObjectStateException: Reading of property "Type" is not supported
   at Terrasoft.Core.Packages.PackageFileStorage.Read(DataReader reader, Package package) 
   at Terrasoft.Core.Packages.PackageFileStorage.b__201_0(JsonDataReader reader, Package package) 
   at Terrasoft.Core.Packages.PackageFileStorage.InitializeDescriptor[T](Action2 initializeDescriptor, String descriptorFilePath, T descriptor) 
   at Terrasoft.Core.Packages.PackageFileStorage.CreatePackageDescriptorBasedOnDirectory(String directoryPath, Action2 initializeDescriptor) 
   --- End of inner exception stack trace --- 
   --- End of inner exception stack trace --- 
   at Terrasoft.Core.AppInstallation.Packages.Operations.PackageZipOperations.ThrowIfPackageStorageItemErrorsExist(PackageStorage packageStorage) 
   at Terrasoft.Core.AppInstallation.Packages.Operations.PackageZipOperations.Load() 
   at Terrasoft.Core.AppInstallation.Packages.Backup.ZipPackageBackupManager.ComposePackages(String sourcePackagesPath, String tempFilesPath) 
   at Terrasoft.Core.AppInstallation.Packages.Backup.ZipPackageBackupManager.CreateBackup(String sourcePackagesPath, String tempFilesPath, String backupPath, String code) 
   at Terrasoft.Core.ServiceModelContract.PackageInstaller.PackageInstallerServiceInternal.<>c__DisplayClass25_0.b__0() 
   at Terrasoft.Core.ServiceModelContract.PackageInstaller.BaseInstallerServiceInternal.InvokeWithLogging(Action action) 

Install log is in the attachment.



It works without any errors and is imported correctly in other systems (on versions higher).



Is there something I can change in the package? Or is it a problem in the system I import package in?   

How can I fix this?



Thank you in advance!

File attachments
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Hello,

 

The cause of the problem is the difference between the versions of websites of Сrеаtio that you used during the development of your package versus installation.

Kalymbet Anastasia,

Dear Anastasia, 



Thank you for expllanaition. Is there any possibility to make my package suitable for versions lower than original?

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Hello!



I setup Pivot table on Portal main page. And in setup it is displayed like Pivot. But when I login as portal user, I see this data like simple list. Is it possible to display Pivot on Portal?



Thank you!

Vladimir

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Hello Vladimir!

 

Thank you for bringing this question to us. By default portal users can't see Pivot tables for several reasons. First of all - they should have a feature PivotTable active (this can be done on https://YOUR_WEBSITE_DOMAIN/0/Features page).

The second reason can not be overcome in the actual version, I am afraid. It will be solved in the 8.0.7 release. Pivot tables have a different directory from other dashboards. Their path is not available for Portal users as of now.

 

Best Regards,

Dan

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When images preview works perfectly in sections, it doesn't work in the same sections on portal.

How to enable attachment preview for portal users?



Kind regards,

Vladimir

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Greetings,



Unfortunately, this is a known issue, which is already being worked on by our R&D team and will be improved within the future releases. 

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Hi All,

 

I have created two types of contracts (Loyalty and General) and the default "Subordinate contract" detail is only showing in one page(General). So when creating a Subordinate contract by clicking on the (+) icon, I can see both options.

Is there a way to hide the Loyalty option from there?

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Hi Champi,

I believe in this conversation you will find an answer to your task.

Hello Champi,



Your business task could be achieved only by development. 



Please refer to this post.

Hi Bogdan,

 

Thank you for the reply.

In the post you shared, the solution is given to remove the (+) icon logically. But what I need to achieve is to have the (+) icon and only remove one option from there.

For an example, If the user clicks the + icon of the detail on "General Contract" page, it should only show the "General" option. Same goes with the Loyalty page.

Will you be able to help me with this please??

Hi Champi,

I believe in this conversation you will find an answer to your task.

Hi Dmytro Vovchenko,​​​​​​​

 

Thank you so much for your assistance. That solution works like a charm yes

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