Sales_Creatio | Community Creatio

Question

17:50 Mar 15, 2022

Hi,

Q: IS Creatio custom web service DDOS safe ?

In other words: If I create a custom web service (Anonymous) for integration with external systems (of course with basic security logic to identify the source which is accessing my endpoint), Is creatio DDoS Safe? Or in this case i should use application firewall (like cloudflare) infront of creatio ?

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Question

Exchange rate and calculations - in multi currency environment

Aluma Ganiel Koby2

14:23 Mar 15, 2022

Hello

As i was strugle on this issue and finaly figure this out... i belive that this will be helpfull for others...

We have 3 currencies that involve on our process.

US Dollar, ILS - Israel Shekel, and ERU

we neede to translate the relevant currency from 1$ into 3.2 ILS (3.2 as the current rate)

when we try to approach the currency table - the Rate field was 0.0

when we try to approach the Currency Rate Table - the Rate field showed unreasonble number.

so... we checked and we didn't understand why and what. and eventualy, with a GREAT help of creatio represntative, we got this solution:

Preparations:

1. setup the base currency to our currency - in our case is ILS

2. setup the other currencies as follows.

example - US Dollar: setup the Ratio = 1000, setup the rate value to = 3289.000 (in case the 1$=3.289 ILS)

What happened on the back end is that the Currency Rate table is getting the values from this update, and setup the field "Rate" into 304.000 (in that case)

when we want to setup a calculation that uses this rate - whats needed to be done is:

A = get the ratio number from the relevant currency, from the currency lookup table.

B = get the Exchange Rate from the Currency Rate table, for this specific currency.

and do this math: A/B >>> and the result will give you the correct rate !

in this example the rate will be: 1000/304 = 3.289 (1000=Ratio from currency table, 304=Exchange Rate from currency rate)

Then we take the value from that result, and use it in the process.

actualy - when i come to think about it - we need to do this process in the currency table, and save this value for all uses...

If someone has bump into this issue and would like to share her/his opinion... i will be happy to see... maybe we did it all so complex for no reason ... but it works :-)

Thanks

2 comments

Julius

11:24 Mar 16, 2022

Try this guide to implement the Fixer.io -integration for this Purpose:

https://academy.creatio.com/docs/user/bpm_tools/bpm_process_examples/we…

https://academy.creatio.com/docs/user/customization_tools/web_services/…

Aluma Ganiel Koby2

13:08 Mar 16, 2022

Julius,

Thanks, I actually saw that article. i am not sure whether we need to integrate to this site of the the central bank in Israel...

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Question

How can I manage my Sale teams KPI on Creatio sale

Phan Nguyen Thong

12:32 Mar 15, 2022

Hi Creatio community,

I am using Creatio sale. I want to ask that How can I manage my Sale teams KPI on Creatio sale?

For example:

- I can set up the Target KPI to my Sale team members such as: Number of Call, Message, Mails; Revenue

- I can control the KPIs of my team members by seeing how each person has performed

Please help me on that

1 comments

Anastasiia Marushenko

12:40 Mar 17, 2022

Hi there,

Thank you for your question,

To control KPI of each member, we would recommend using Dashboards. With it, you display the results of each member of your team. More information you can find in the article here.

As for target KPI, at the moment there is no corresponding functionality to setup constant numbers in Dashboard section. Our R&D team works on implementing such tool in future releases.

As for now, we would recommend using Gauge dashboard to set up KPI requirements.

Please let us know if any additional questions arise!

Best regards,

Anastasiia

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Question

Sales_Creatio

7.18

Adding dynamic values to a lookup

S Gokul Aditya

13:51 Mar 14, 2022

Hi Team,

i have a scenario where i have to 2 lookups in a section -

lookup 1 - which as fixed set up values (value1, value2, value3...)

lookup 2- whose values are dynamic and should be fetched from external api based on value from lookup 1.

for example: if value1 is chosen, it hits external api and gets set of values that should be populated to choose from.

Please guide me in implementing the same.

Thanks,

Gokul

0 comments

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Question

Sales_Creatio

7.16

Lead from Landing page. Process error - Failed to get the context for the background operation

Vladimir Sokolov

11:00 Mar 09, 2022

Hello,

Maybe someone can give a solution or a hint how to resolve this situation.

We have several processes with starting signal 'Lead added'. Everything works fine when Lead is added manualy. But when Lead comes from Landing page processes are not started and we see following error in BusinessProcess.Log:

Error while running process [ebda75d0-3e3b-4cb9-ac04-2cc30f61d512] for Lead (Id: [071ded65-fe59-4641-b265-2f04c733b509])

System.InvalidOperationException: Failed to get the context for the background operation. For services without authorization it is necessary to call Terrasoft.Web.Common.SessionHelper.SpecifyWebOperationIdentity.

at Terrasoft.Core.ServiceBus.BusUtils.CreateUserContext(String userName, String sessionId, Guid externalAccessId)

We have tried several solutions:

1. Disabled CSRF protection in web.confing



   and even





   This didn't help

2. Modified starting signal, setting 'Run following elements in the background'. This gave some results, but the process haven't got values from the Lead, so we have tried to add timer. But as there can be a lot of such processes, timer has crashed regulary, so processes were stayed in Running status forever. That's why we have refused to use timer.

3. Than we have created process in the Lead object on message LeadInserted calling usual Process with Lead.Id parameter. This actualy works on our environment, but still raise error 'Failed to get the context for the background operation' on Customer's environments.

So, there is probably some differences in configuration.

Do you have any ideas what this can be? Or any ideas for more workaround solutions?

Thank you!

3 comments

Gleb

16:48 Mar 09, 2022

Hello,

can you please clarify which version of the site do you use as it may affect the process?

Also, please, check if the "Run in background" checkbox is on. If it is, please disable it so the process won't run in the background. After that, you can try performing the action again and notify us about the result.

Thanks.

Kind regards,

Gleb.

Vladimir Sokolov

18:01 Mar 09, 2022

Gleb,

Thank you for your replay.

1) Our client uses version 7.16.3 now. We have tested this process on version 7.18.5 (but only on our environment) - it works correctly. Also we have similar process on 7.13.2 - it also works correctly. But I am not sure if environment configurations are the same.

Besides, it would be nice to resolve this issue without upgrade now.

2) We've set 'Run in background' to off. In that case process starts correctly, but there is another problem - some values of Lead are not available in the process (e.g. default values from Landing page are not set yet). So, this solution doesn't fit our case. (I've described this in p.2 with timer)

Gleb

20:38 Mar 10, 2022

Vladimir Sokolov,

thank you for the additional information.

Unfortunately, there might be quite a lot of reasons for the missing values in Lead (e.g. access rights, configuration, etc).

We would recommend you create a separate case for the support team so that we will be able to reproduce the error on the instance.

Also, it is recommended to update to the newest version to avoid errors that were fixed in the latest updates.

Regards,

Gleb.

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Question

How to retrieve object ID from Approval (Visa)

Yana

18:43 Mar 07, 2022

Hi community!

We have created replacing schema - VisaNotificationsSchema. In VisaNotificationsSchema we added code to hide "Reject" and "Change approver" buttons. We want to apply it for specified objects . To do it we need to retrieve object Id from Approval. Any suggestions how can we do it?

Best regards,

Jana

1 comments

Marcin Kott

12:06 Mar 08, 2022

Hi Yana,

I just prepared working example so You can adopt it to Your case

 define("VisaNotificationsSchema", function() {
   return {
      methods: {
 
         getVisaActionButtonMenu: function() {
            var menu = this.get("VisaActionButtonMenu");
            if (!Ext.isEmpty(this.values) ? this.values.SchemaName=='Opportunity' : false) {
               menu.removeByIndex(1);
               menu.removeByIndex(1);
               menu.removeByIndex(1);
            }
            return menu;
         }
      },
      diff: [
         {
            "operation": "merge",
            "name": "VisaActionButton",
            "parentName": "NotificationItemTopContainer",
            "propertyName": "items",
            "values": {
               "itemType": Terrasoft.ViewItemType.BUTTON,
               "style": Terrasoft.controls.ButtonEnums.style.TRANSPARENT,
               "classes": {"wrapperClass": ["visaActionButtonWrap-class"]},
               "caption": {"bindTo": "Resources.Strings.VisaActionButton"},
               "prepareMenu": {"bindTo": "selectNotificationItemOnActionButtonClick"},
               "menu": {
                  "items": {"bindTo": "getVisaActionButtonMenu"}
               }
            }
         }
      ]
   };
});

Best regards,

Marcin

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Question

Sales_Creatio

7.18

Display showInformationDialog on hover

Sarika Sharma

11:18 Mar 07, 2022

Hi Team,

I need one functionality where the pop-up should get displayed with custom message whenever I hover on a specific field value. How can this be achieved?

Kindly Help!

Thanks in advance

Sarika

3 comments

Marcin Kott

11:46 Mar 07, 2022

Hi Sakira,

You can populate tooltip field property on the Page Designer. Is this what You are looking for ?

https://academy.creatio.com/docs/user/no_code_customization/ui_and_business_logic_customization/page_layout/fields/set_up_page_fields#title-157-12

Best regards,

Marcin

Oleg Drobina

15:23 Mar 07, 2022

Hi Sarika,

Columns on the page don't have inbuilt onMouseOver event. You can only add popup hints as described here and only for the elements with the following data type:

Terrasoft.ViewItemType.BUTTON
Terrasoft.ViewItemType.LABEL
Terrasoft.ViewItemType.COLOR_BUTTON
Terrasoft.ViewItemType.HYPERLINK
Terrasoft.ViewItemType.INFORMATION_BUTTON
for elements with the specified generator property

Best regards,

Oscar

Sarika Sharma

07:33 Mar 08, 2022

Hi Oscar,

The aim for the functionality is that on field hover , a method should get invoked from the edit page and the showinformationdialog would be a part of that function only.

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Question

Unable to create business rule on order & products order page on Price filled in

Eran Malik

01:09 Mar 04, 2022

HI,

Q: Why there is no option to select "Amount" when creating business rule on Order page?

Also.. no option to select "Price" when creating business rule on Order-products page

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Question

Sales_Creatio

7.18

How to hide a business process connected to a record for user roles

Shinoli Perera

19:21 Mar 03, 2022

The requirement is to hide the business process a business process from the record/list page for certain user roles.

For example we have connected an approval business process with a section, we need to show that process only for the approver user roles.

Is there a way we can configure this. Please advice

Thank you!

1 comments

Chani Karel

10:15 Mar 06, 2022

Would like to get an answer too.

Thanks

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Question

how to remove the 'Cancel activity' button from activity mini page for a specific type of case service

Yana

13:29 Mar 03, 2022

Hi, community.

When you click an activity on dashboard within Case, you get mini page where you can complete the activity or cancel it. I need to remove the "cancel activity" button for specific type of case service.

I have found how to remove 'Cancel activity' from all mini pages,

diff: 
/**SCHEMA_DIFF*/[ 
{ "operation": "remove", "name": "CopyButton" }, 
{ "operation": "remove", "name": "DeleteButton" }, 
{ "operation": "remove", "name": "OpenButton" } }

but need to add extra condition to apply it only for cases with specific Service.

Best regards,

Jana

2 comments

Marcin Kott

14:00 Mar 03, 2022

Hello Jana,

You can try replace ActivityMiniPage view model by this code. Inside canCancelActivity method You can implement Your logic.

 define("ActivityMiniPage", [], function() {
	return {
		entitySchemaName: "Activity",
		messages:{
				"GetColumnsValues": {
				mode: Terrasoft.MessageMode.PTP,
				direction: Terrasoft.MessageDirectionType.PUBLISH
			},
		},
		methods: {
			canCancelActivity: function() {
				var stage = this.sandbox.publish("GetColumnsValues", ["Stage"], [this.values.MiniPageSourceSandboxId]);
				return stage.Stage.displayValue=='Presentation'? true : false;
			},
		},
		diff: /**SCHEMA_DIFF*/[
			{
				"operation": "merge",
				"name": "CancelButton",
				"values": {
					"visible": {"bindTo": "canCancelActivity"},
					"tag": "Cancel"
				}
			}
		]/**SCHEMA_DIFF*/,
		rules: {}
	};
});

Best regards,

Marcin

Yana

17:05 Mar 03, 2022

Marcin Kott,

Thank you!

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