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.

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.

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!

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;
	}
},

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.