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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5 comments

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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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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