Hi Team,

 

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?

 

Thanks!

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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!

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Hi Team,

 

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.

 

Thank you for your time!

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Hi Akshit,

 

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:

"<a href=" + [#LinkParameter#] + "><img alt= \"Accept\" src=\"link_to_the_image_here\" width=\"100\" height=\"100\" ></a>"

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.

 

Best regards,

Oscar

Oscar Dylan,

 

Thank you!

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Hi community!

How to hide page from the "New" button. I need page itself and I don't want to deactivate or delete it. Just need to hide it from the button so users are not able to register new requests using that page.

Best regards,

Jana

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Dear Jana,

 

The same questions were asked on the community previously and you can find those questions hereherehere, and here. Please refer to those articles so to be able to hide a button.

 

Best regards,

Bogdan

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Hi Team,

 

I have created two custom attachment Detail [ Attach claims & Attach Documents], and linked them with the section but getting error when opening the record page please see the below screenshot

 

Also if you see layout of "Drag file here" in case of custom attachment detail is not looking good. Is there a way to remove that ?

 

Please help !

Thanks for your time!

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Hello 



Unfortunately, the system does not provide the ability to display two details on the same page.

We have conveyed your wishes to the product analysts, they will consider the possibility of implementing functionality for you in the next releases of the product.

 

Best regards,

Bogdan

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Hi Team,

 

How to remove this highlighted communication option under the progress bar (setup using section cases designer). Please see the below screenshot

Here we need only progress bar.

 

Please help!

 

Thank you for your time!

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Hi Akshit,

 

The code below should be added to the diff array of the ActionsDashboard module of your section:

{
				"operation": "remove",
				"name": "Tabs"
			}

Once done and the page is refreshed you will see that the tabs were removed:

Best regards,

Oscar

Oscar Dylan,



How to identify the ActionDashbaord module of any section (OOTB / Custom section)?

Could you please share the steps to identify the corresponding action dashboard module of a section?

 

Best Regards,

Bhoobalan Palanivelu.

We have found this article which has done the trick for ourselves:

 

Removing the Facebook, WhatsApp, or Telegram Message Buttons from the Actions Dashboard in Creatio

https://customerfx.com/article/removing-the-facebook-whatsapp-or-telegram-message-buttons-from-the-actions-dashboard-in-creatio/

 

The remaining buttons can be removed by using the browser inspector to identify the buttons and then enter a remove similarly.

Hi,

you can use the Section actions dashboard manager application from the Marketplace to choose which action to show/hide: https://marketplace.creatio.com/app/section-actions-dashboard-manager-creatio

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Hi Team,

 

Requirement is to add Feed in different tabs in same section Please see the below snip: 

1. How can I configure this ?

2. Also How to make sure that communication happening on one feed should not be visible to other feed.i,e Communications in feed of "Discussion- GC & Insurer" & Communications in feed of "Discussion- GC & ReInsurer" & Communications in feed of "Discussion- GC, Insurer & ReInsurer" should be a separate communication.

 

3. I have tried applying business rules on Feed tab but its not working, Is there a way to apply business rules on Feed tab ?

 

Please help

 

Thank you for your time.

 

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Hello Akshit, 

 

The described functionality cannot be achieved with a help of basic system tools. Moreover, business rules functionality cannot be applied to "Feed" tab (content). Your business task can be achieved only with a help of development. 

 

As of now, we do not have any ready to use examples of how this functionality can be achieved with a help of code as in order to apply the needed changes oob schemas should be completely re-written, which can significantly affect the system.

 

We already have a corresponding query registered for our R&D team to be able to add Feed in different tabs on the single edit page and waiting for it's implementation in the upcoming versions. I will assign this case to the project in order to increase its priority.

Thank you for understanding and helping us to make our application better!



Best regards,

Anastasiia

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Hi Team,

 

Can anyone please share an example (If there is any) of how to integrate with Twilio Sendgrid email api ?

 

Though I have already gone through this https://www.twilio.com/sendgrid/email-api

and figured out that  I need to write C# code in source code schema to use sendgrid email api but for this I have to install sendgrid package in creatio environment, but the problem is in my case Creatio environment is On-Clod setup.

Here I have two questions below :

1. Is my above understanding correct related to "Using sendgrid email api" ? 

2. How to make sure( In case of on-cloud setup) that required package(Sendgrid) should be there in creatio enviroment so that I can use it?

 

Thank you for your time.

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Hi Akshit,

 

This question should be addressed to the SendGrid support and once you receive a reply and some package should be installed in Creatio for the integration to work you can use the "Installed applications" section to install this package.

 

Best regards,

Oscar 

Oscar Dylan,

 

Thanks for your response,

 

How can we install nuget packages in creatio environment(on-cloud setup)  ?

 

Thank for your time!

Akshit,

 

Hi,

 

Packages can be installed through the "Installed applications" section as was mentioned by Oscar or in case it's cloud instance, you can create a corresponding request to the support team to install the packages during the maintenance window. 

 

Best regards, 

Anastasiia

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Hi Team, 

 

In this scenario I want to display a message (Information about the field) for the field(please see the below screenshot) having hidden title on page (because tooltip doesn't work in case if title is hidden).

 

 

Can we show Information message for these kind of fields like in below screenshot

 

please help in achieving this functionality.

 

Thanks for your time.

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Hi Akshit,

 

Have you tried implementing the logic similar to the one described in this Academy article? What was the result?

 

Best regards,

Oscar

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Hi Team,

 

I want to apply color on the record page fields (without any conditions) and I have found this article https://customerfx.com/article/adding-custom-css-style-sheets-in-bpmonline/ but I am not good with CSS, so can anyone please tell me 

If I want to apply a color on any field then In the below code : 

#OpportunityPageV2AmountFloatEdit-el should be replace with what in my scenario ?

 

And also How to make a text bold in text field, like in the below screenshot how to make "Benefits" (which is a default value in text field) bold ?

 

 

Thanks for your time.

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Best reply

Hi Akshit,

 

Righ-click on the field and choose the "Inspect" option:

Once done you will see the page HTML:

In your case you need to choose the element name (marked with the arrow as an example of the https://customerfx.com/article/adding-custom-css-style-sheets-in-bpmonline/ article).

 

As for your second question - use the font-weight attribute. As a result you should get something like this:

#OpportunityPageV2AmountFloatEdit-el{
	background-color: red;
	font-weight: bold
}

and the result is:

Best regards,

Oscar

Hi Akshit,

 

Righ-click on the field and choose the "Inspect" option:

Once done you will see the page HTML:

In your case you need to choose the element name (marked with the arrow as an example of the https://customerfx.com/article/adding-custom-css-style-sheets-in-bpmonline/ article).

 

As for your second question - use the font-weight attribute. As a result you should get something like this:

#OpportunityPageV2AmountFloatEdit-el{
	background-color: red;
	font-weight: bold
}

and the result is:

Best regards,

Oscar

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Hello all,

 

I am trying to display the relationship information within the newer connected to diagram as a list such as how the older detail used to be able to be used.

Is there a way to display the information as a list so that it can be easily viewed in a list and exported out to excel?

 

I have tried to create a list report based off the underlying object for the diagram but I have been unable to find the correct object to use.

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Hello Kevin,

 

Thank you for your question!

 

Unfortunately, the list view and export are not available in the new UI for "Connected to" diagram. We've already registered this idea in our R&D team backlog for consideration and implementation in future application releases. As an option, it's possible to disable the new UI for "Connected to" diagram and get back to the old one. However, the data inserted in the new UI will be lost while getting back to an old UI, same if you decide later to change the UI to the new one, changes applied in the old one - will not be saved. If you want this to be done, please reach out to us at support@creatio.com and we will disable UseRelationshipDesigner feature for you.

 

Kind regards,

Anastasiia

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