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. 

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 

Hello team,

Any update on this ?

Sasori Oshigaki,

Hello,

This title is composed in the schema ActivitySectionGridRowViewModel and its method getScheduleItemTitle and if you want to change the title, you need to modify this method. Keep in mind that you cannot simply override schema ActivitySectionGridRowViewModel, you need to write a new nodule with a code similar to ActivitySectionGridRowViewModel with the exception of the needed method and connect your new schema to the base schemas similar to an old ActivitySectionGridRowViewModel

Hi Creatio,

I have managed to retreive the City Valye.

My last hurdle is how to set the retrieved city string value to a global attribute inside the ESQ, because as you know ESQ is aysnc.

This is the Global attribute:

attributes: {
		"CityNameEsq": {
		dataValueType: this.Terrasoft.DataValueType.TEXT,
		type: this.Terrasoft.ViewModelColumnType.VIRTUAL_COLUMN
		}	
	},

This is the method:

getScheduleItemTitle: function() {
		    this.callParent(arguments);
			var title = this.get("Title");
			var account = this.get("Account");
			var accountGuid = this.get("Account").value;
 
				var recordId = this.get("Account").value;
					var esq = Ext.create("Terrasoft.EntitySchemaQuery", {
						rootSchemaName: "Account"
					});
					esq.addColumn("City.Name", "CityName");
					esq.getEntity(recordId, function(result) {
						if (!result.success) {
							// For example, error processing/logging.
							this.showInformationDialog("Data query error");
							return;
						}
						this.set("CityNameEsq", result.entity.get("CityName"));

Sasori Oshigaki,

Here is a sample to get the result of an asynchronous function using Terrasoft.chain

getMyEntity: function(callback) {
    var esq = this.Ext.create("Terrasoft.EntitySchemaQuery", {
        rootSchemaName: schemaName
    });
    ...
    esq.getEntity(recordId, function(response) {
        ...
        if (callback) {
            callback.call(this);
        }
    }, this)
},
globalMethod: function() {
    Terrasoft.chain(
        function(next) {
            this.getMyEntity(function() {
                next();
            });
        },
        function() {
            this.doAfterGettingEntity();
        },
        this
    );
}

Also, please check this article's getentity method to synchronous!



 

BR,

Bhoobalan Palanivelu.

Bhoobalan Palanivelu,

Thank you very much Bhoobalan. As always you help is much appreciated.

I am still not getting the wanted result.

Here is the entire module code

define("SasActivitySectionGridRowViewModel", ["ActivitySectionGridRowViewModel","ActivitySectionGridRowViewModelResources"
	],
		function() {
 
	/**
	 * @class Terrasoft.configuration.ActivitySectionGridRowViewModel
	 */
	Ext.define("Terrasoft.configuration.SasActivitySectionGridRowViewModel", {
		alternateClassName: "Terrasoft.SasActivitySectionGridRowViewModel",
        override: "Terrasoft.ActivitySectionGridRowViewModel",
	    attributes: {
					"CityNameEsq": {
						dataValueType: this.Terrasoft.DataValueType.TEXT,
						type: this.Terrasoft.ViewModelColumnType.VIRTUAL_COLUMN
					}
 
				},
		/**
		 * ########## ######## ######### ######## # ##########.
		 * @return {String} ######## ######### ######## # ##########.
		 */	
		getScheduleItemTitle: function() {
			Terrasoft.chain(
			function(next) {
				this.GetCityName(function() {
					next();
				});
			},
				function() {
				this.getTitleInfo();
			},
			this
		);
		},
 
		GetCityName: function(callback)
		{
			debugger;
			var recordId = this.get("Account").value;
			var esq = Ext.create("Terrasoft.EntitySchemaQuery", {
				rootSchemaName: "Account"
			});
			esq.addColumn("City.Name", "CityName");
			esq.getEntity(recordId, function(response) {
				if (!result.success) {
					this.showInformationDialog("Data query error");
					return;
				}
				this.set("CityNameEsq", result.entity.get("CityName"));
			}, this);
		},
 
		getTitleInfo: function()
		{
			var title = this.get("Title");
			var account = this.get("Account");
			var accountDisplayValue = (account) ? account.displayValue + ": " : "";
			return Ext.String.format("{0}{1}", accountDisplayValue, title,this.get("CityNameEsq"));
		}
 
	});
 
	return Terrasoft.SasActivitySectionGridRowViewModel;
});

What am in doing wrong here. Because i get

Sasori Oshigaki,

Can you please try to add in this method  getScheduleItemTitle: function()

 this.callParent(arguments);

Hi Bhoobalan,

Still getting the same result

after applying 

this.callParent(arguments);

	getScheduleItemTitle: function() {
			this.callParent(arguments);
			Terrasoft.chain(
			function(next) {
				this.GetCityName(function() {
					next();
				});
			},
				function() {
				this.getTitleInfo();
			},
			this
		);
 
		},

The esq async logic may be pretty complicated. if you have a debug mode enabled, please turn it off, this may fix the issue. If it, not the case, try to change the title in the method getScheduleItemTitle without using ESQ by setting some test value, maybe the problem isn't in the async logic but in the method itself.

Hello Korni,

As I understand your need - you want the same info that the pipeline contains, but to be displayed in a different way. In the pipeline, the general data is just being calculated in a specific way. What you can do is create a new dashboard with the same calculation mechanism. The sales pipeline is just a classical view of this kind of chart with pre-calculations done in the background.

Please check the article below to see the details of how the formula should be built:

https://academy.creatio.com/docs/user/sales_tools/long_sales/sales_pipe…

Best Regards,

Dan

Hi Manideep, 



I always like to show the conversion rate as a metric. It's not possible with OOTB tools, but you can use the marketplace app below. 

Here you can simply do the calculation of conversion rate (however that might be in your case), then display it. 



https://marketplace.creatio.com/app/calculated-metrics-creatio 



Note: Currently this will only work on classic UI pages without development.

Hello,



I believe your business task could be achieved by this MarketPlace add-on,

Bogdan,

Thank you for your response. But this add-on will work only for opportunity section. But I need this implementation in leads section.

If there is any other alternative. Please let me know

Thank you.

Regards,

Manideep Korni

Korni Manideep Reddy,

The full sales pipeline doesn't have the option to choose the object to build the dashboard by. Your dashboard can only be created using the development tools. 

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

Thank you for helping us to improve our product.

Hi Bogdan,

I also had a similar idea and could not see this having been developed and available OOTB. 

BR,

Jacek

Hi,

Here is an example on adding a custom fixed filter.

Case description:

You need to add a custom fixed filter by column Type to the Contact section.

 

Algorithm of realization:

1. Create replacing client schema for your section.
2. Create localizable strings which will contain captions of the filter and menu item.
3. Create image which will contain image of the filter.

4. Source code of the "ContactSectionV2" :

define("ContactSectionV2", [], function() {
    return {
        entitySchemaName: "Contact",
        methods: {
            initFixedFiltersConfig: function () {
                var fixedFilterConfig = {
                    entitySchema: "ContactType",
                    filters: [
                        {
                            name: "TypeFilter",
                            columnName: "Type",
                            referenceSchemaName: "ContactType",
                            caption: this.get("Resources.Strings.ContactTypeFilterCaption"),
                            dataValueType: this.Terrasoft.DataValueType.LOOKUP,
                            appendCurrentContactMenuItem: false,
                            addNewFilterCaption: this.get("Resources.Strings.SelectContactTypeCaption"),
                            hint: this.get("Resources.Strings.SelectContactTypeCaption"),
                            buttonImageConfig: this.get("Resources.Images.ContactTypeFilterImage")
                        }
                    ]
                };
                this.set("FixedFilterConfig", fixedFilterConfig);
            }
        }
    };
});

The result:

Dmytro Vovchenko,

Thank you for your response. I compared with the code above and changed  "addOwnerCaption" to "addNewFilterCaption" and it works now. 

As we have found, there are 2 records for one CardSchemaUId in SysModuleEdit:



Select * from "SysModuleEdit"

where "PageCaption" LIKE '%Contracts%'



So, it is necessary to bind the record, that doesn't exist in Test environment. And to this for all pages that should be opened from details



Maybe someone will give better explanation, but this works



Kind regards,

Vladimir

Hello Vladimir, 



What you did is bind the SysModuleEdit record for the page supposed to open for the portal section which was missing before. 

That's necessary to make sure you bound data from this table along with data from SysSchema, SysModuleEntity, SysModuleEntityInPortal and SysModule to make sure that the portal section and it's pages are correctly transferred. 



Kind regards,

Roman

Hello Roman,

we've got new issue with this. Currently page is opened with double click on portal in our dev and test environment (with demo license)

But not opened on customer environment (with real license).

So, that means, that all bindings are done, but something still necessary to do.

Do you have exact manual how to add detail with edit page to the Portal?



Thank you!

Hello Jeremy, 

You can add the chart for the Account's section record, it will be available once the record page is opened. It can be done through the Section wizard same way as you add a new column, just choose the needed page element.  

Also, you can create a chart for the section here:

Inserting the chart in the list view of the standard section, however, will require additional development. 

Best regards,

Anastasiia

do you have your Time Zone Set for your Profile?

Hello Keith.

I dont believe this is a Time-Zone problem.

For the same user, if I choose Activity of category Task, everytih works as it should be. 

Thanks

Hello, 

If you check in the section wizard you can see that mini pages are enabled for the activities, however, for the visit, it is blocked.

It's because for the visit you must fill in the visit rule option inside a module window. 

But, when you click on the "New" button you won't see a visit rule selection or mini page, that is done on purpose because the system cannot open two module windows at the time. If you want to see a rule selection, disable the mini page in the section wizard.

If you want to open a mini page then you need to set a default business rule and then try to open a mini page.