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 

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

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

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!

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

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

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

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!

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

Hi team,

Please suggest me some way to remove the decimals from currency data type.

Please note that I can not use integer data type in this case as the data input value range is very less in integer which does not allow huge numbers like 180000000000 to be entered which is why I'm using currency data type.

Kindly help

Thanks,

Sarika