Hi community

I'm using the new relationship feature to connect accounts 

In the account's "connected to" tab, I setuped which is the parent account of current account.

I'm looking for a method for extract all accounts which have a parent account assigned, using advanced filter.

Missing the view to configure the filter on new tables?

 

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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'

 

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Hi

Import Census is a section attachement object( which is system generated ) so we have a attachment link there but I have created one custom attachement object (Import Claims) and linked it with section but we need to have the same attachment icon to be present with the custom object as it is in Import Census object so that users can attach the files.

 

Please help me to achieve this.

Many Thanks!

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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".

 

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Hello all,

 

I am getting this error while restarting with CLIO.  I am not sure where to start. There is nothing in the process log.  any suggestions?

 

 

System.UriFormatException: Invalid URI: The format of the URI could not be determined.
   at System.Uri.CreateThis(String uri, Boolean dontEscape, UriKind uriKind)
   at System.Uri..ctor(String uriString)
   at System.Net.WebRequest.Create(String requestUriString)
   at Creatio.Client.CreatioClient.CreateRequest(String url, String requestData)
   at Creatio.Client.CreatioClient.Login()
   at Creatio.Client.CreatioClient.CreateCreatioRequest(String url, String requestData, Int32 requestTimeout)
   at Creatio.Client.CreatioClient.ExecutePostRequest(String url, String requestData, Int32 requestTimeout)
   at Clio.Common.CreatioClientAdapter.ExecutePostRequest(String url, String requestData, Int32 requestTimeout)
   at Clio.Command.RemoteCommand`1.ExecuteRemoteCommand(TEnvironmentOptions options)
   at Clio.Command.RemoteCommand`1.Execute(TEnvironmentOptions options)

 

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Best reply

Hi,

 

Please use the following command instead:

clio restart -u http://o_drobina:1025 -l Supervisor -p Supervisor

where http://o_drobina:1025 should be replaced with the URL to your app, Supervisor (-l) and Supervisor (-p) are login and password respectively.

 

Best regards,

Oscar

Hi,

 

Please use the following command instead:

clio restart -u http://o_drobina:1025 -l Supervisor -p Supervisor

where http://o_drobina:1025 should be replaced with the URL to your app, Supervisor (-l) and Supervisor (-p) are login and password respectively.

 

Best regards,

Oscar

Thanks

If I use the -e that works as well. Odd as it use to work. Thank you very much

Hi,

I wanted to know is there any clio command to reset the whole environment to its basic default state after deleting the custom development package?

Thanks

Hi,

 

No, there is no such command. You will need to redeploy the app locally using clean OOB binary files.

 

Best regards,

Oscar

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Hello, we need to connect our provider of calls but we only have the settings for do it with sip server, exist any connector that we can use for doing it?

 

Our provider it's different to the current list of connectors or integrations (webitel,avaya, etc)

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Hello Luis,



Could you please specify the provider's name?



Best regards,

Bogdan

Hello Luis,

 

If you’re looking to integrate your telephony with Creatio, we can help you with that. Velvetech provides a variety of VoIP connectors with popular phone systems to enable calling functionality right from the Creatio’s interface. 

You can find a list of existing connectors on the Creatio Marketplace, and we’re always open to implementing a custom one according to your needs in case the phone system you use is not on the list.

 

Best regards,

Velvetech

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Hi Team,

 

We are trying to configure the organisational structure and need to understand how the hierarchy [access] will be passed on in the structure, whether the access/configured from higher level to lower level in the organisational structure or the opposite needs to be set up.

 

For example, consider the below structure for a bank from higher level to lower level.

 

GM’s

BM’s

HOPO’s

HOCO’s

RM’s

RO’s

 

We would like to understand on how the structure needs to be designed in the Organisation role page, so that the GM’s can view all the activity performed below his role and similarly the role below the GM’s can only get access to the role below them.

 

GM’s

         BM’s

                  HOPO’s

                               HOCO’s

                                            RM’s

                                                     RO’s

 

Do we design it in the above way, were GM division/organisation is created followed by the other division within the others.

 

For example,  we assigned one workspace to RO role and another workplace to RM. Ideally, the workplace associated to RO should be accessible to RM as they’re higher in level to RO’s but the opposite happens. The RO is able to view his/her workplace associated and also the work place associated to RM’s. Whereas the RM’s are able to view only their workplace but not the work place associated to the RO’s who are below in the organisational structure.

 

Or for example, say Ro’s have access to 10 contacts and RM’s have access to 10 different contacts but based on the above structure, RM’s should be able to see the 10 contacts associated to RO’s but it is not viewable but instead the RO’s are able to view the 10 contact associated to RM’s.

 

So, our confusion here is then the organisation structure design needs to be from lower level to higher level as 

 

RO’s

         RM’s

                  HOCO’s

                                HOPO’s

                                              BM’s

                                                       GM’s

 

By the above design, the GM’s will be ale to view all the values/access provided to the other roles and accordingly the other roles are able to view the respective roles above them.

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Question

Hi community,

I tried to install on my creatio instance the map widget (Map widget for Creatio | Creatio Marketplace), but it does not appear in the chart type list on dashboard designer.

 

What am I doing wrong?

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Hello Stefano,

See my reply on this post from Sept 15, it has the solution to get this to work (by overriding BootstrapModulesV2) https://community.creatio.com/questions/map-widget-creatio-no-map-option

Ryan

thank you very much!

Hi Stefano,

 

You could also check Mapsly which is a map solution available in Creatio Marketplace :)

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Hello,



when replying to an email in Creatio, the lookup widget is missing in front of the CC field (the magnifying glass icon).

Can someone confirm this ?

it seems to be a bug...



Regards

Patrice

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Hello Patrice,

 

Thank you for your question!

 

Most probably, this field was replaced (added manually). We kindly suggest approaching our support team via support@creatio.com to have a closer look at the issue. It is hard to determine the root cause without having the access to the system itself.

 

Kind regards,

Anastasiia

Thank you Anastasiia,

i did thought it was an oob feature, it indeed has been added manually..

I'm gonna investigate a bit more about it.



Best regards

Patrice

Update : 

for some reason, in EmailPageV2,  the CC widget was disabled with 

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

So i removed that part and added :

{
  "operation": "merge",
  "name": "ToggleCopyRecipientVisible",
  "values": {
   "layout": {
    "colSpan": 1,
    "rowSpan": 1,
    "column": 23,
    "row": 1
   }
 }
}

Issue solved !

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So I was wondering...

I noticed that the "Feed" has a field called "Color" yet it doesn't really do much, I tried changing the colors and posting different stuff but it appears to be there for no reason, I assume that's not the case as there must be a reasoning behind this field so I figured I'd ask.

 

What does it do or change? How can I use this field?

 

 

Thanks in advance!

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Hello Edo, 

 

This field changes the color of Channel message, you can check the changes in the Feed section directly:

 





Should  you have any additional questions, please let us know!

Best regards,

Anastasiia

Hey,

 

Thank you very much for your reply!

 

That is super weird, I just checked 3 different domains we are working on and none of them has this.

 

I was looking at the Feed section and it's all blank white, no matter what color is chosen.

 

 

Edo Sagron,

For me I can see the colors in the feed section itself, but not in the communication panel feed. There is CSS out of the box that hides the colors in the feed panel in the right side communication panel. I don't know if it was intentional or not, since it adds the left border color, but then sets the style to not show it, weird. Just thought I'd mention this in case you're looking at the feed in the panel. See 

https://share.customerfx.com/7KuAZj7p

If you wanted to override this, you could add this as a global style:

.right-panel #ESNFeedModule_WrapContainer .parentPostContainer {
    border-left-style: solid !important;
}

Then it will show the color in the communication panel feed items.

Ryan

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Hi Team,

 

I want to fetch the values of actions associated with the section that I'm accessing for which I have written the code given below:

 

The code is giving me the result as :

 

I'm still not able to fetch the list of action menu items as the section. Please help me fetch the values of action button items.

 

 

Thanks in advance

 

Sarika Sharma

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Hi,

 

Please explain which data do you want to fetch from these buttons.

 

Thank you!

 

Best regards,

Oscar

Hi Sarika

 

 

Here is the post where the same question is discussed:

 

https://community.creatio.com/questions/Fetchsectionactionlist

 

Please let me know if it helps!

 

Regards, 

 

Bogdan L.

 

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Dear Comunity.

 

When a new activity-record is created (not update) I have to calculate some fields.

Normally I would do this on the server (business-process etc.).

But in this special case I need some information from the client (geo-coordinates).

I found the method "save" method in the "BaseEntityPage". It is possible to overwrite it.

But I have one problem, I could not find a way to find out if it is a new record or not.

I tried following methods/attibutes

  • this.isNewMode();
  • this.get("Operations");
  • this.isNew;

Everything brought the same result, whether I created a new data record or not: 'edit'



 

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You can try

if (!this.isAddMode() && !this.isCopyMode())

Vladimir Sokolov,

Hello. 

Thanks for the quick reply.

Unfortunately, both methods "isAddMode()" and "isCopyMode()" returns every time the same value:  false. sad

Regardless of whether I create a new data record or not.

 

Maybe "save" ist not the right method. 

But I could not finde a method like "onBeforeSave",  or something like that.

Christian Kern,

 

Hi,

 

save client-side method is the same "onBeforeSave" from the server-side logic. There is also onSaved method that is the same as "onRecordSaved" in the server logic. And the this.isAddMode() check that Vladimir mentioned works perfectly if using it both in the save and onSaved methods on the client-side.

 

You need to debug the code and find a way to make it work in the way you need the business task to be completed. Probably if you could share the code of your page and describe the task in details we could take a look at it together.

 

Best regards,

Oscar 

Hello.

 

I found the cause of my problem.

In our project we work with the ActivityMiniPage.

If you expand this AcitvityMiniPage to the normal page (ActivityPageV2)  the record is saved automatically. For this reason it is always a "change" for the system if I click on the "Save" button.

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