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.
Our business process prompts the user to create a follow up calendar event if the current call event is listed as 'call later.' Currently the process creates a new call task which OOTB opens a new call task screen. This isn't intuitive because the user cannot see their own calendar availability. I want to set the process to open their calendar view first where the user can confirm time/availability and manually add the task from there. I cannot find a way to open to the calendar view directly from the business process. Is there a way to do this?
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:
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.
I'm trying to configure 'Save Printable' process element from Creatio Marketplace. It is required to select value from File Schema for File object parameter. But in my case File Schema is empty.
What should I do in this case? I really hope for your support.
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 have a use case where our customers have more than 3000 records having profile photos and attachments linked with records.
I know that using excel import methodology we can migrate information but I am not sure that profile photos & attachments migration could be possible this way?
We have to migrate information on Cloud Instances of creatio.
Please advice me the correct approach of migrating/transferring the profile photos and attachments so that they will be automatically attached ( profile photos should reflect in profile photo part of contact) with their corresponding records.
We have "Lead Managers" working on outreach to Leads. At given points in the process they need to send templated emails with details to the lead and the salesperson. However, we only want them to access the templates specific to their division and role. Is there a way to restrict the lead manager's access to specific templates?
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.
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.
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?
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?
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.
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!!!
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.
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
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.
From the day I have started development on one of the trial instance I have set "Current package" system setting to my package, but I see after some time objects started reflecting in custom package.
I want ask :
1. Is there any other system setting (other than "Current Package" ) which is required to change ?
2. Is this the reason that If there are more than one users (system admin) involved in development.
Please tell me what could be the possible reason ? And does it create any major issue during data binding?
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?
I have a business scenario where let's say a user will first filter records for export(let's say export to excel) and if the records are more than 50 then before exporting the records user requires an approval from the department admin over email, Once the user receive an approval over email then only he/she will be able to export those records from system.
Note : Email for approval can be sent from the system, but approval email received will not come into the system.
Please suggest you solution how we can achieve this in Creatio.
This task can be achieved using the following scenario:
1) Create two boolean columns in the "System administration object" (SysAdminUnit) object. One of them will be called "Was approval sent?" the second will be "Was approved?"
2) The preparation method that is called when clicking the export to excel action is called exportToExcel and located in the BaseDataView module that then calls the exportToExcel method from the GridUtilitiesV2 that then calls exportToExcelFile method from the DataUtilities module (all according to the call stack of calls, you can debug it on your end).
You need to add additional check if the "Was approved?" and "Was approval sent?" booleans are checked for the user that initiated the export. To get the current user info you can use the user session (can be received using Terrasoft.sessionId) and then you can perform an ESQ select query to SysUserSession object to get the UserId and then perform another ESQ select query to get information from the SysAdminUnit object directly (we are interested in two boolean columns and the SysAdminUnit Id column value).
3) If the "Was approved?" and "Was approval sent?" booleans are not checked then you need to trigger a business process that will send an email (using ProcessModuleUtilities). You need to pass the SysAdminUnit Id column value as a parameter of this process and use it inside the process to form a link to either Reject and Approve "Call to action" buttons.
4) To either approve or reject the possibility of export an email with two options "Approve" and "Reject" should be sent. The link should lead you to the webservice on the Creatio side. This webservice should update the specific SysAdminUnit record with an Id that will be passed as a parameter to this webservice (and the parameter will be specified as a part of the link).
As for the link itself it can be formed as a text parameter (based on the Id passed from the UI using ProcessModuleUtilities) and passed to the HTML body of the custom template in the "Send email" element as:
Before sending an email the "Was approval sent?" checkbox should be checked for the SysAdminUnit record (using modify data for example).
5) The webservice will update the boolean columns "Was approved?" and "Was approval sent?" using the following scenario:
5.1) If the approval was rejected - uncheck both "Was approved?" and "Was approval sent?" checkboxes for the user
5.2) If the approval was approved - check the "Was approved?" boolean and uncheck the "Was approval sent?".
6) On the section module also add additional check for both boolean columns (as in step 2): if the "Was approved?" is checked and the number of exported items is greater than 50 - permit the export and uncheck the "Was approved?" checkbox for the user.
Please study the scenario I described above and use it when implementing the logic on your end.
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