Can someone help me with the save printable please i'm having real difficulty getting it working?

I can't even figure what the trigger should be.

 

Please help!!

 

What I would like is the Printable Saved to the Opportunity record with a defined name.

I would like the name to be a combination of the Opportunity name and the Account name.

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I have this error.. any ideas? 

Could not load type 'Terrasoft.Core.Process.Configuration.GlbPrintableSaverUserTask' from assembly 'Terrasoft.Configuration, Version=7.18.4.1532, Culture=neutral, PublicKeyToken=null'.

Nicola Wall,

 

Could you please try generating source code and compiling the system?

 

Best regards,

Max.

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Hi Everyone,



in mobile app, in the Account section,  we added a link to the order detail, which display the order list for that account.

Unfortunatelly, when selecting one order, the product list is missing.

 

I did not found a way to display it, using the mobile app assistant.

After some searching, i found that the MobileOrderRecordPageSettingsDefaultWorkplace define the fields to be displayed, but i could not configure it properly to display the product list.



How can it be done, please ?



Thanks.



Patrice

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Hello Patrice,

 

You need to add it to the mobile application manifest.

Find details here:

https://academy.creatio.com/docs/developer/mobile_development/mobile_ap…

 

Best Regards, 

Bogdan 

Hello Bogdan,

thank you for your answer.

The mobile application manifest is a part of the solution as one need to add OrderProduct reference in it to make it work.

 

For my particular issue, i did not set MobileOrderRecordPageSettingsDefaultWorkplace correctly.

Finally, i found the right way :

 

	{
		"operation": "insert",
		"name": "OrderProductDetail",
		"showForVisibleModule": true,
		"values": {
			"caption": "OrderProductDetailCaptionOrder_caption",
			"entitySchemaName": "OrderProduct",
			"filter": {
				"detailColumn": "Order",
				"masterColumn": "Id"
			},
			"operation": "insert"
		},
		"parentName": "settings",
		"propertyName": "details",
		"index": 1
	},

 

If anyone searching for the complete solution, here is the MobileOrderProductRecordPageSettingsDefaultWorkplace :

 

[
	{
		"operation": "insert",
		"name": "settings",
		"values": {
			"entitySchemaName": "OrderProduct",
			"details": [],
			"columnSets": [],
			"localizableStrings": {
				"primaryColumnSetOrderProduct_caption": "Informations générales"
			},
			"settingsType": "RecordPage",
			"operation": "insert"
		}
	},
	{
		"operation": "insert",
		"name": "primaryColumnSet",
		"values": {
			"items": [],
			"rows": 1,
			"entitySchemaName": "OrderProduct",
			"caption": "primaryColumnSetOrderProduct_caption",
			"position": 0,
			"operation": "insert"
		},
		"parentName": "settings",
		"propertyName": "columnSets",
		"index": 1
	},
	{
		"operation": "insert",
		"name": "Product_row_123",
		"values": {
			"row": 2,
			"content": "Nom du produit",
			"columnName": "Name",
			"dataValueType": 1,
			"operation": "insert"
		},
		"parentName": "primaryColumnSet",
		"propertyName": "items",
		"index": 2
	},
	{
		"operation": "insert",
		"name": "Quantity_row_123",
		"values": {
			"row": 3,
			"content": "Quantité",
			"columnName": "Quantity",
			"dataValueType": 1,
			"operation": "insert"
		},
		"parentName": "primaryColumnSet",
		"propertyName": "items",
		"index": 3
	},
	{
		"operation": "insert",
		"name": "Price_row_123",
		"values": {
			"row": 4,
			"content": "Prix de vente",
			"columnName": "Price",
			"dataValueType": 1,
			"operation": "insert"
		},
		"parentName": "primaryColumnSet",
		"propertyName": "items",
		"index": 4
	},
	{
		"operation": "insert",
		"name": "Discount_row_123",
		"values": {
			"row": 5,
			"content": "Réduction",
			"columnName": "DiscountAmount",
			"dataValueType": 1,
			"operation": "insert"
		},
		"parentName": "primaryColumnSet",
		"propertyName": "items",
		"index": 5
	},
	{
		"operation": "insert",
		"name": "Product_row_123",
		"values": {
			"row": 6,
			"content": "Détails du produit",
			"columnName": "Product",
			"dataValueType": 10,
			"operation": "insert"
		},
		"parentName": "primaryColumnSet",
		"propertyName": "items",
		"index": 6
	}
]



Best regards

Patrice

Patrice Vigouroux,

 

Hello, 

 

Many thanks for sharing your solution with us! :)

Please let us know in case of any additional questions. 

 

Best regards, 

Anastasiia

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Hey,

 

I've created a new lookup using the Section Wizard and created a new table for it there as well but for some reason I can't find the table on the System Designer -> Lookups.

 

I tried searching for it by name and manually but it appears as if it doesn't exist although on the section itself you can see the lookup field and when editing the field you can see the table connected to it.

 

Any thoughts on how I can find this table?

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Hello, 

 

Please check whether you are adding a new lookup through the Section Wizard in a proper way. 

While adding a new lookup column to the page you can choose a "Data source": existing lookup or a new one.

You can proceed with creating a new lookup in a following way:

All the changes should be first saved through the Section Wizard, once done you can find a newly created lookup in Lookup section:

To be able to find the newly created lookup in the Configuration section, please check whether there are no additional filters:

 

Alternatively, you can first create a new lookup based on the need object and only after that proceed with adding a new lookup column to the needed section through the Section Wizard based on the already existing lookup.

 

Hope this clarifies!

Best regards,

Anastasiia 

 

 

I actually created it in the proper way thru the Section Wizard to avoid any complications but it appears to have created the object but not the lookup, so I went to lookups and created a new lookup using the created object (found it in the Configuration section).

 

So the problem is resolved :)

Edo Sagron,

 

Thank you for the update! 

Please do not hesitate to contact us in case of any additional questions. :)



Best regards,

Anastasiia 

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Hi All,

 

Unable to add a new detail in edit page, unable to get the column names in Object column field.

Attached the image for reference.

Thanks in Advance.

 

Regards,

Mansoor

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Hello Mansoor,

 

Thank you for your question!

 

Please, contact our support team via email support@creatio.com so that we could assist you better on this matter.

 

Kind regards,

Anastasiia

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Why the City, State/Province, and Country fields are not filled for several (18) accounts?

All these accounts have shipping addresses with the city, state, and country filled.

I tried to change a city in address, but that didn't make a change in the Account's City field.

All other accounts (thousands of accounts) have city, state and country filled.

We need the fields to filter accounts.

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Yuriy Konstantinov,

please check if the addresses of the 18 accounts are marked as primary. Only those addresses will be synced to the respective account fields.

 

BR,

Robert

Hello Yuriy,



I'm not sure what your question about is.

Are you not able to fill the field in the communication options detail? 



Best regards,

Bogdan

Bogdan,

How does a communication option connects to address? I think it's a different thing

Yuriy Konstantinov,

please check if the addresses of the 18 accounts are marked as primary. Only those addresses will be synced to the respective account fields.

 

BR,

Robert

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Hi team,

 

I have a the below request from the customers. please see the screenshot

 

where status = lookup field

 

Can anyone please help.

 

Many thanks.

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Hi Akshit, 

 

We don't have practical examples hiding "+" on the detail based on conditions, alternatively I can suggest you to use “isDetailEnabled” function. So you can set up enable/disable detail due to your business logic.

 

Please check out these posts to get more details on how to use this function: 

 

https://community.creatio.com/questions/block-details-based-condition

 

https://academy.creatio.com/docs/developer/elements_and_components/inte…

 

 

Best Regards, 

 

Bogdan L.

 

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On the Meetings and Tasks tab of the synchronization dialog can you explain what the Synchronization Period means?

 

Is it

1. the frequency of the automatic synch

2. the time window of things that will get synch'd (i.e. if I set it to 1 week but have a meeting scheduled for 4 months from now, will that meeting still synch to my calendar)

 

We're seeing inconsistent results and I can't seem to find any documentation (a link in the response to this inquiry would be helpful) to explain what this period is.

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Hi Mary,

 

The synchronization period is the period of time for which we collect activities. 

 

 

When requesting integration, we pass the date from which we need to take activities. 

 

Here you can check more information: 

 

https://academy.creatio.com/docs/user/setup_and_administration/base_int…

 

https://academy.creatio.com/documents/administration/7-16/how-synchroni…

 

https://academy.creatio.com/documents/technic-sdk/7-16/creatio-synchron…

 

Best Regards, 

 

Bogdan L.

 

Bogdan Lesyk,

My page doesn't look like what you showed. My options look like this

 

Mary P D'Arrigo,

I should also mention that even though we have a window set for a month, events that occur outside of that month (scheduled for 6/20/2022 as of 10/7/2021) are still showing up on the person's calendar. I'm just trying to understand the difference between the time period in my version of the synchronization period configuration.

 

Mary P D'Arrigo,

 

The main  difference between the time period in your version and the synchronization period in configuration it's just the new UI in latest versions of application. 

 

The logic still the same - just option to choose the date has changed.

 

Best Regards, 

 

Bogdan L.

 

Bogdan Lesyk,

But you still have not answered my question. We see events scheduled for 5 months from now being sync'd to the user's calendar even though the synchronization period is only set to 1 month.

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Hello, we are not utilizing the Chat feature at this moment in time. Is there a way to remove this from our UI so that we don't cause confusion with our users?

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Hello George,

I have an article on how to remove the icons from the Actions Dashboard here https://customerfx.com/article/removing-the-facebook-whatsapp-or-telegr…

Ryan

Hello George,

I have an article on how to remove the icons from the Actions Dashboard here https://customerfx.com/article/removing-the-facebook-whatsapp-or-telegr…

Ryan

This worked perfectly! Thanks so much for your assistance.

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I'm importing activity records for contacts who are not associated with an account. When I open one of the imported records, the contact field is empty. Is an account required to have a contact on an activity? I do have the category field set to "Visit to contact."

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Hello Jeffrey,

 

Hope you're doing well.

 

No, it's not necessary to populate the Account field. It seems you didn't set the field mapping correctly, so the Contact wasn't added as expected. Please try to import the Activity records using the mapping settings. For example:

configure the column values in the Excel file:

 

 

choose the Activity object as a target object:

 

match the needed columns:

 

 

and perform the import (using or noty using the duplicate checking, it depends on your business task).

 

As a result, the needed record was imported and it's also viewable from the connected contact:

 

 

Also you can find more information and examples of import/export in the articles below:

 

Best regards,

Roman

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Hi Community,

 

Is there any functionality to set up custom fiscal (financial) year?

For example, default year start on January 1st, but we want to change the start date of a calendar to match our fiscal year which is April 1st.

 

 

 

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+1 on this idea , including custom ficsal quarters, maybe to set at system level ?

Hello,

 

Unfortunately, this logic is deeply integrated in the code and to change it correctly you would need to rewrite a lot of it.

We do not recommend doing it since it might break much of the base functionality. 

 

Best regards,

Max.

Max,

 

quite disappointing, being a OOTB functionnality in a couple other major CRMs ...  hope you change your mind in further updates!



KR,



Damien

Really surprised that this is not included. This is pretty much mandatory functionality for any business that wants to use the dashboards. 

We have the same issue at my company: We need to review fiscal quarters, not calendar quarters. It is a management nightmare to change hundreds of widgets on multiple dashboards to custom dates, 4 times a year! 

 

Have the product dev team revisited this feature? This is a very useful and widely wanted feature.

rob dobbs,

Unfortunately, we do not have the opportunity to customize those filters because the realization of this functionality is in the core code base.

The new behavior will be implemented in future releases with 8.x new filters.

As a workaround, I suggest adding a column in which you will set or calculate the fiscal quarter by business process and another column for the fiscal year and filter based on these columns. However, it is a complicated solution and requires adding those columns to every object that needs this filtration.

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