Hello Creatio team,

How can i activate the Section Wizard option for the followin detail:

This feature is deactivated in the PlanningAccountDetailV2 schema part of Field package

I need to activate the wizard for this task:

Deactivate the filter that filters the accounts based on the selected employee.

Like 0

Like

2 comments
Best reply

Hello Sasori,

 

In order to deactive the filter based on employee it is just needed to click on the cross sign, and you will see all the accounts.

 

Alternatively you can create a replacing view model for the schema PlanningAccountDetailV2 and modify the method getFilters according to your needs.

 define("PlanningAccountDetailV2", [],

    function() {

        return {

            entitySchemaName: "Account",

            attributes: {},

            methods: {

                getFilters: function() {

                     this.callParent(arguments);

                    var filters = this.sandbox.publish("GetSectionFilters");

                    if (!this.Ext.isEmpty(filters.filtersValue)) {

                        this.setFilter(filters.key, filters.filtersValue);

                    }

                }},

            diff: /**SCHEMA_DIFF*/[]/**SCHEMA_DIFF*/

        };

    }

);

 

As for the section wizard, this whole detail was created with code, so it would be not possible to enable it. But the first option by clicking the cross sign would be the more simple one.

 

Best regards,

Dariy

 

Hello Sasori,

 

In order to deactive the filter based on employee it is just needed to click on the cross sign, and you will see all the accounts.

 

Alternatively you can create a replacing view model for the schema PlanningAccountDetailV2 and modify the method getFilters according to your needs.

 define("PlanningAccountDetailV2", [],

    function() {

        return {

            entitySchemaName: "Account",

            attributes: {},

            methods: {

                getFilters: function() {

                     this.callParent(arguments);

                    var filters = this.sandbox.publish("GetSectionFilters");

                    if (!this.Ext.isEmpty(filters.filtersValue)) {

                        this.setFilter(filters.key, filters.filtersValue);

                    }

                }},

            diff: /**SCHEMA_DIFF*/[]/**SCHEMA_DIFF*/

        };

    }

);

 

As for the section wizard, this whole detail was created with code, so it would be not possible to enable it. But the first option by clicking the cross sign would be the more simple one.

 

Best regards,

Dariy

 

Thank you very much Dariy.

Show all comments

Hello Creatio team,

i am trying to open an existing record in Opportunities.

When i open the record it redirects to a new one.

Why is this happening ?

Like 0

Like

1 comments

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!

Show all comments

Hi all,



I'm trying to add multiple fixed filters to a detail on a booking record.

 

Master Record = UsrBooking

Detail = UsrPayments

 

I would like to show all payments linked to a booking where the account type (UsrPayments.UsrAccountType) = "Coach Company" (30091a3f-b9fd-43da-a39f-e0c59402a115)



i've added the below to the booking page schema (using Add fixed filter to detail | Community Creatio) but it overwrites the link to the booking and shows only 'coach company' payments for all bookings:

details: {
			"UsrCoachPaymentsDetailBooking": {
				"schemaName": "UsrCoachPaymentsDetail",
				"entitySchemaName": "UsrPayments",
				"filter": {
					"detailColumn": "UsrPaymentScheduleBooking",
					"masterColumn": "Id"
				},
				"filterMethod": "getFilters"
			}
methods: {
                    getFilters: function() {
						var filters = new this.Terrasoft.createFilterGroup();
						var AccountType = "Coach Company";
						filters.add("FilterAccountType", this.Terrasoft.createColumnFilterWithParameter(
							this.Terrasoft.ComparisonType.EQUAL, "UsrAccountType.Name", AccountType));
					return filters;
				}
		},

I would like to either:

  1. add the result of the getFilters function to the existing filter
  2. include the booking filter in the getFilters function

As a bonus, I'd also like to use the Id for the AccountType instead of the name (which may be subject to change).



Any assistance would be appreciated.

Like 0

Like

2 comments
Best reply

Hi Cris,

 

The filtration you've created will return only UsrPayments records that have the UsrAccountType.Name = "Coach Company" and this result will be returned once the UsrPayments detail is loaded on the page. After that you can add additional filters manually. In case you need to use Id filtration you can modify the logic of the filter:

var accountTypeId = "some id here";
filters.add("FilterAccountTypeId", this.Terrasoft.createColumnFilterWithParameter(this.Terrasoft.ComparisonType.EQUAL, "UsrAccountType", accountTypeId));

getFilters method is executed initially once the detail is donwloaded to the page. Adding custom filters from the UI to this method won't be possible, so all initial filters that the record should have should be added to the getFilters method via the code.

Hi Cris,

 

The filtration you've created will return only UsrPayments records that have the UsrAccountType.Name = "Coach Company" and this result will be returned once the UsrPayments detail is loaded on the page. After that you can add additional filters manually. In case you need to use Id filtration you can modify the logic of the filter:

var accountTypeId = "some id here";
filters.add("FilterAccountTypeId", this.Terrasoft.createColumnFilterWithParameter(this.Terrasoft.ComparisonType.EQUAL, "UsrAccountType", accountTypeId));

getFilters method is executed initially once the detail is donwloaded to the page. Adding custom filters from the UI to this method won't be possible, so all initial filters that the record should have should be added to the getFilters method via the code.

Oleg Drobina,

Thanks Oleg, this has done the trick. I was able to add multiple filters with the following:

methods: {
getFilters: function() {
	var filters = new this.Terrasoft.createFilterGroup();
	var accountTypeId = "30091a3f-b9fd-43da-a39f-e0c59402a115";
	var bookingId = this.get("Id")
	filters.add("FilterAccountTypeId", this.Terrasoft.createColumnFilterWithParameter(this.Terrasoft.ComparisonType.EQUAL, "UsrAccountType", accountTypeId));
	filters.add("FilterBookingId", this.Terrasoft.createColumnFilterWithParameter(this.Terrasoft.ComparisonType.EQUAL, "UsrPaymentScheduleBooking", bookingId));
return filters;
	}
},

 

Show all comments

Hi Team,

We would like to change the alignment of few of the heading/values in the list view from “centre” alignment to right alignment in the dashbaord.

 

As shown in the screenshot, we want the Quantity [heading] and values to be right aligned rather than centre aligned. Is it possible to change the alignment in the dashboard or any coding needs to be done

 

Thanks in advance!

Regards,

Mayan

Like 0

Like

1 comments

Hello Amritha,

 

I've discussed your question with our R&D team.

 

Unfortunately, there are no basic tools to configure alignment in the pivot table for now.

 

I've registered the idea for our R&D team to implement this functionality in further releases.

 

Thank you for helping us to improve our product. 

Show all comments

 

Can Creatio work with 3 RMQ instances without a load balancer? Is there any documentation on this?

Like 0

Like

1 comments
Best reply

Hell Alex,



RABBITMQ does not require load balancers for its work.

 

If the question is how to set up deployment with high availability, RabbitMQ cluster mode is used for this.

 

Several nodes are configured as a cluster and data are replicated between them automatically. More information can be found in the article Clustering Guide - RabbitMQ.

 

As for the Docker/Kubernates is, we can recommend images from the bitnami company - containers/README.md at main · bitnami/containers · GitHub, clustering is already configured there and there is also good documentation.

 

Creatio uses Quorum Queues — RabbitMQ, so you don't need to configure anything besides connecting to the cluster. But this applies specifically to the work of creatio with RMQ. If the question is about the mail microservice, this paragraph is not relevant.

 

Hell Alex,



RABBITMQ does not require load balancers for its work.

 

If the question is how to set up deployment with high availability, RabbitMQ cluster mode is used for this.

 

Several nodes are configured as a cluster and data are replicated between them automatically. More information can be found in the article Clustering Guide - RabbitMQ.

 

As for the Docker/Kubernates is, we can recommend images from the bitnami company - containers/README.md at main · bitnami/containers · GitHub, clustering is already configured there and there is also good documentation.

 

Creatio uses Quorum Queues — RabbitMQ, so you don't need to configure anything besides connecting to the cluster. But this applies specifically to the work of creatio with RMQ. If the question is about the mail microservice, this paragraph is not relevant.

 

Show all comments

Hello!



Could you give exact way how to add existing object (not a section, but additional one) to the portal?

 

1. I add the object to lookup 'List of objects available for portal users'

2. I add all fields of the object to lookup 'List of schema fields for portal access'

3. I add list with this object to the Main page of the portal

4. Object has no restriction of access rights (Operations and Records)



But portal user on the Main page doesn't see any data in that object - just empty list.



What else should be done?



Thank you!

Like 0

Like

2 comments

I've found that if:



1. Set Access rights by Operations

2. Give Access rights for Portal users

3. Recompile everything



Then object records are visible on Portal. 

Is it correct, that Access rights by Operations are mandatory to display object on Portal?

Hello,

 

Access rights in Creatio are distributed according to the “least access” principle. This means that portal users are prohibited from everything that is not given direct permission.

After adding an object to the "List of objects available to the portal user" lookup, you need to check the rights to create/modify/delete operations and the rights to the columns for the added objects.



You can find more details on managing access rights on the portal in the article on the Academy: https://academy.creatio.com/docs/8-0/user/more_apps/portal/manage_porta…

Show all comments

Even though it's great to have an opportunity DCM best practice example, we encounter the need for most clients / prospects to review it from scratch.



However, the OOTB Opportunity and lead DCM's are quite heavily embedded in the system, and it would be great to have a step by step guide to explain which processes are active and linked to these 2 DCM's and how to deactivate them.



Also, how to handle the current entries (lookup data for example ) so to make sure that they do not appear in filters etc (as it is not recommended to delete OOTB fields).

3 comments

Hello Damien,

 

Thank you so much for your idea. 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 there,



Any news ?



Cheers,



Damien

Damien Collot,

 

The registered idea has been accepted, but at this moment the implementation of it hasn't been put on a roadmap so we do not have any ETA for it yet. However, I will mention this inquiry there to raise its priority.

Show all comments

Hello community!

 

I removed by accident the detail which connects the tasks with a project.

How can I put it back since it doesn't appear on the section wizard?

 

Like 0

Like

2 comments
Best reply

Hello!

Please delete the "Remove" blocks from the replacing ActivityPageV2 schema in the Custom package:

    {

                "operation": "remove",

                "name": "ConnectionWithProjectControlGroup"

            },

            {

                "operation": "remove",

                "name": "FullProjectName"

            },

Hello!

Please delete the "Remove" blocks from the replacing ActivityPageV2 schema in the Custom package:

    {

                "operation": "remove",

                "name": "ConnectionWithProjectControlGroup"

            },

            {

                "operation": "remove",

                "name": "FullProjectName"

            },

Alona Dolya,

Thanks!

Show all comments

How to recover a deleted contact?

Like 0

Like

3 comments

Hello Artem,

 

If the contact was fully deleted from the system, it cannot be restored, sorry.

WHat if that contact was merged, instead of deleting of it? can we see merged record's information in somewhere? 

Ismet Sinan Ekici,

There is no such possibility in our system.

Show all comments

Not all stages/statuses are visible via Kanban view. Are there any additional settings or ideas on how to add the needed stages/statuses 

Like 1

Like

6 comments

Hello Anastasiia,

 

We recommend you creating a case directly for our support team at support@creatio.com providing all the details regarding this question, so we could properly check the issue.

 

Mira Dmitruk,

Thank you

Anastasiia Savchuk,

It would be nice to describe the solution here as well, cause we also have similar issues with Kanban

Hello Vladimir Sokolov,

 

Please note that to keep this Marketplace app free of charge support is provided via issues on GitHub.

Mira Dmitruk,

Unfortunately we haven't received answer on GitHub

Would also like to have solution described in community, rather than having to go back and forth between 3 platforms (partner portal, github, community).



Or maybe, having an FAQ for common marketplace place app issues directly in marketplace apps as a new tab to find the answers directly with the right app ?

Show all comments