Hello Sarika, 



Your business task can be achieved only via development. 

You can take an example of the filter from the Timeline detail. The example can be found in TimelineFiltersSchema detail.

This article could be also useful for you:

https://academy.creatio.com/documents/technic-sdk/7-13/adding-quick-fil…



Best regards,

Bogdan

Hi Sarika,

Thank you for your question!

At the moment, there is no standard tool that allows restricting columns setup (Select fields to display) for separate users or roles, and our R&D team is aware of this functionality implementation need. I have also informed them about your request so to raise the priority of this problem. As a workaround you can try to use development tools as far as the visibility of this button is bound to the attribute, which is set as "True" by default; the value of this attribute can be changed only by the means of development (adding the custom code). 



There is already exists a quite similar task on the Creatio Community here. In case this functional request will be in high demand it can be implemented into OOTB logic in future releases as well.

Best regards,

Anastasiia

Dear Susan, 

we are currently investigating this case in order to find a possible ways of implementing this functionality. As soon as possible we will let you know with the update.

Pre-configured page cannot open the section, so you will need to create a logic with the script task that will send a socket message to the client (using MsgChannelUtilities.PostMessage method and the ClientMessageBridge (as described here)). Since the message should be received on any page you will need to replace the BasePageV2 module and add the message and the handler for the message there.

The handler should use the code similar to the one below:

this.sandbox.publish("PushHistoryState",{
                    hash:"SectionModuleV2/ActivitySectionV2/"
                });

so that the handler could open the ActivitySectionV2. But there is a problem with this: the activity section will be opened either in the schedule or grid view (depending on the last active view selected by the user for which the activity section will be opened). In this case you will also need to create some additional logic that will set the schedule view as an active view when opening the section from the message handler. The methods to override are initDataViews and loadActiveViewData.

Best regards,

Oscar

Hi Taras!

You have to use another lookup, named 'Schema'.

That said, note that Creatio will take the value of the "Id" column with your current setup. However, the "File object" field must contain the value of the "Uid" column. In this case, you should read the value of the "Uid" column from the "Schema" object and pass the value to the "File object" field as a process parameter.



Also, Creatio includes a similar functionality out-of-the-box since version 7.17.1

I recommend using the standard "Process File" element in business processes. https://academy.creatio.com/docs/user/bpm_tools/process_elements_refere…

Hi Taras.



Did you figure out what assembly file schema belongs to?

I can read File Schema if my BP is in Custom but not in my Own Package.



Regards,

Solem A.

Hello Akshit, 

Please check the related to this question posts on our Community with a possible solutions, as those:

https://community.creatio.com/questions/attachments-and-notes-using-dataservices

https://community.creatio.com/questions/import-photo-image-imageapiservice

Should you have any questions, please let us know!

Best regards, 

Anastasiia

Yes. Please set up Record permissions on the Email message template section/object.

It looks something like this: https://prnt.sc/26fjqvh

More information: https://academy.creatio.com/docs/user/setup_and_administration/user_and…

Hello Jana,



Unfortunately, there is no way to achieve your business task at this moment. 

Our R&D team does have such a task as for now.



Best regards,

Bogdan

Hi Jana, you can make a Process on signal Record added in SocialMessage. Then add some text comments in field Message

Vladimir Sokolov,

Thank you for the idea! It works.

One more question is it possible to apply styles to the Social message? Message itself is created through the business process? I would like to mark Case status in bold or highlight it somehow.

Jana Sergejenko writes:

Html code should work there:

 

Vladimir Sokolov,

Thank you!

Hi Thomas,

Unfortunately, it is not possible to achieve this in the current version of the application.

We have a task for our R&D team to have an option to display an empty string instead of the macros code on the yellow background so it will be added in future updates.

Best regards,

Max.

Max,

Really disappointing that a basic problem like that that has been solved by other products for years was missed here. This can make using email templates completely unreliable.



Thanks for the reply. Is there a comprehensive list of what does not work and what is in the backlog on being worked on?

You are able to do it. Basically, you create two different blocks.

One showing the row with the Address and one without.



Then use Rules & Dynamic content to show the appropriate Block for every Contact.

Perhaps this method only'll work for Bulk and Campaign Emails. I'm note 100% sure. But you can try!

Julius,

I appreciate your creativity here. I believe that using dynamic content requires the Marketing Module which we have yet to implement.



Tom 

Try navigating to the Email Templates section under the Studio Workspace. Maybe you don't have the new Email Designer? Marketing licences may be required for this? What Creatio version do you use?

I think it'll work on 7.18.3 and newer

We use the latest cloud version, I created the templates in Studio but we do not have the marketing module. Dynamic content should work however, these are basic user follow up emails and this issue should not even exist in 2022. Our users will need to review and delete these empty fields which is inefficient and disappointing.

I appreciate your knowledge and assistance.

 Tom

Max,

Or anyone at Creatio who can help with this... clearly there is a function #deleteifempty# which is included in one of your base sample templates, "Template for new invoice approval notification (US)".



I need someone to explain how this works, I tried the code in HTML and it did not work, instructions please!!!

Thomas Colby,

Were you able to find a solution? we are having the same requirement with no success to how it can be achieved.

Thanks,

Hi Akshit,

Create an instance of your Example class and call the Execute method in the script task. For example study how the CreateReminding method is called in the "Push notification" script task of the OOB "Push expired licenses notification" business process.

Best regards,

Oscar

Oscar Dylan,

Thank you for the response, 



This is the code below : 

This is how I am calling it : 

But when I run the business process this is the error I am getting : 

System.IO.FileNotFoundException: Could not load file or assembly 'Microsoft.Threading.Tasks, Version=1.0.12.0, Culture=neutral, PublicKeyToken=b03f5f7f11d50a3a' or one of its dependencies. The system cannot find the file specified

Can anyone please help me what should I do next ?

Thanks!

Akshit,

Most probably you haven't added Terrasoft.Configuration namespace as a using in your process as well as System.Threading.Tasks. Additionally to it I cannot see creating an instance of the Example class in your script task code.

Best regards,

Oscar

I have added the following : 

But still gettting the same issue?

From the error I get this as resolution https://github.com/box/box-windows-sdk-v2/issues/225#issuecomment-277012542  

But didn't understand what exactly I have to do? Like which assembly(dll file) I need to place in creatio?

Hello Akshit, 



We are not able no to say, why the current package value has changed. 



Before starting the development we recommend you to check:

1. 'Current package' System setting value

2.  Check whether the package is unlocked (you are able to change the object configuration for example) 



We strongly recommend using the development website only for one user to avoid such issues. 

Best regards,

Bogdan

Bogdan,

Thank you for you response, related to point number 2, I want to ask 

that whenever we create our custom package (VirtuosRefac_version_1) then by default it is marked as locked (please see the below image) then how to unclock it?

Thanks!