Dear Jana,

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

Best regards,

Bogdan

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

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.

Bhoobalan Palanivelu,

Hi Bhoobalan,

There is no such an instruction unfortunately. There are 5 OOB section actions dashboards:

All other section actions dashboards are built using the base SectionActionsDashboard (the last in the list) and settings that are created in the database in the SysDcmSchemaInSettings and SysDcmSettings tables. If you need to hide something in the Cases, Leads or Portal Cases sections you can use already created section dashboards, but as for the custom sections or Opportunity, Lead etc. sections you will need to modify the logic inside the base SectionActionsDashboard. There is a number of methods that control tabs visibility including _getTabsVisibility or getExtraActionDashboadTabVisible and if you need to hide something from the actions dashboard in the custom section then you need to modify the logic of methods as these.

Best regards,

Oscar

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

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

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

Hi Akshit,

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

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

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

Hello, 

Thank you for your question. 

In order to get the wanted filter please choose the correct column called "Parent account". 

Please refer to the screenshot below: 

Thank you, 

Artem. 

Artem,

Hi Artem,

the parent account field does not work correctly with the new "Relation connection" table used for describe the account hierarchy,

Hello Stefano,

Sadly, filtering will not work in this case.

It is due to the fact that the "connected to" diagram was created to be universal, it does not have any proper connections to the other objects in the system. Thus, it can't be used for filtering records in objects.

Theoretically, you can create a view table in your system where needed columns from separate objects can be added and use it in the section's filter but we don't have any examples of such implementations.

We have already created a request for our R&D team to create such functionality.

Thank you,

Artem.

Hi,

I solved the problem.

I've created a view table, here my postgres script view

 

DROP VIEW
 
IF EXISTS "UsrAccountParentView";
    CREATE
        OR REPLACE VIEW "UsrAccountParentView" AS
 
SELECT uuid_generate_v4() AS "Id"
    , reA."RecordId" AS "UsrAccountParentId"
    , reB."RecordId" AS "UsrAccountChildId"
    , rc."RelationTypeId" as "UsrRelationTypeId"
    , '410006e1-ca4e-4502-a9ec-e54d922d2c00'::uuid AS "CreatedById"
    , timezone('utc', now()) AS "CreatedOn"
    , '410006e1-ca4e-4502-a9ec-e54d922d2c00'::uuid AS "ModifiedById"
    , timezone('utc', now()) AS "ModifiedOn"
FROM "RelationshipEntity" reA
JOIN "RelationshipConnection" rc
    ON reA."Id" = rc."RelationshipEntityAId"
        AND reA."SchemaUId" = '25d7c1ab-1de0-4501-b402-02e0e5a72d6e'
JOIN "RelationshipEntity" reB
    ON reB."Id" = rc."RelationshipEntityBId"
        AND reB."SchemaUId" = '25d7c1ab-1de0-4501-b402-02e0e5a72d6e'

Hi Akshit,



Since you have already added Detail in Section. To add Custom style in the Detail, Please follow the below article. 

https://academy.creatio.com/docs/developer/interface_elements/detail/detail#title-1923-5 (Point #5)

In addition to this, Please ensure that Parent object of both detail schemas ( detail's view model & detail's record page ) should be FileDetailV2 .

Hi 

Functionality is working fine but the only issue is this "Drag File Here" is not showing as it is showing in section's attachment detail  (please see the below screenshot)

Note : Attach Censur  : Section's detail

           Attach Claims : Custom Attachment Detail

Please help.

Many Thanks.

Please help.

Hi Akshit,

Unfortunately, there can only be one drag'n'drop area on the edit page, so on one tab it will work, but on the second it does not.

We have passed this basic functionality flaw to the developer's department for product improvement. They will backlog such system behavior and will work on functionality improvement. 

As for now, this can be fixed by adding the follwing code to the edit page schema of the page where these details are added:



getDetailInfo: function() {

  var detailInfo = this.callParent(arguments);

  detailInfo.detailElementsPrefix = Terrasoft.generateGUID();

  return detailInfo;

}

Kind regards,

Anastasiia

Anastasiia Lazurenko,

Thank you for your reply.

I have used your code but nothing reflected it is still the same. 

Anastasiia Lazurenko,

Please suggest something so that I can remove "Drag File Here".