We are trying to automate the assignment of user/agent(Operator) in Queue when a queue item is inserted from a object using C#. When we are trying to debug the code on object onInserted mode it is not hitting the breakpoint. 

Can any one help on this?

Quick Workarounds are appreciated.

Thanks!

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Hi Nageswara, 

 

Firstly please check the "QueueItem" object and set up checkboxes according to your further events

If you activate this checkbox (on Updating as you need) you will see new field below which was generated automatically. The value of that generated field will be used as trigger for the object process. In your case the override method will be "IsInserted" , where your logic is implemented. 

 

 

Here is more information : 

 

https://academy.creatio.com/docs/developer/back-end_development/entity_…

 

Best Regards, 

 

Bogdan L

Bogdan Lesyk,

 

Thanks for the reply Bogdan,

 

We did the same thing here, but we are unable to debug the code in VS, We put a break point on method OnInserted() mode but it is not hitting the break point when a QueueItem record  is inserting, but somehow it is inserting in DB.

 

Can you pls help on this?

 

Best Regards,

Nageswar

 

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Hello Community,

 

We need to hide the "What can I do for you?" container whenever a communication panel module is loaded. This is to induce a responsive behavior when the screen resolution is >=1440PX.



Is there a way to trigger CSS change when a communication panel module is rendered?



 

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Additionally, if you only wanted to do this when the screen resolution is less than 1440px you could add the following: 

@media only screen and (max-width: 1440px) {
    #mainHeaderContainer.opened-right-panel #header-command-line-container {
        display: none;
    }
}

Ryan

Hello Shivani,

Add the following CSS for this:

#mainHeaderContainer.opened-right-panel #header-command-line-container {
    display: none;
}

When the right panel opens the command-line (what can I do for you?) will disappear. When it closes it will reappear. See https://share.customerfx.com/xQubRjWj

Ryan

Additionally, if you only wanted to do this when the screen resolution is less than 1440px you could add the following: 

@media only screen and (max-width: 1440px) {
    #mainHeaderContainer.opened-right-panel #header-command-line-container {
        display: none;
    }
}

Ryan

Thanks Ryan! This works!

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When a lead is created "Lead Management" process is called, wanted to know where this call is initiated. So that I can call this when a lead is created from mobile app. Thanks in advance. 

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Hello,

 

The lead management process is called upon clicking the "Qualify" button on the lead page:

The logic of the button is stored on the LeadPageV2 schema:

The onLeadManagementButtonClick method is a part of LeadManagementUtilities and you can also study the implementation of the process call there.

 

Best regards,

Oscar

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Hi Community,

 

I've integrated Telegram with Creatio Chat,

but could we integrate our company site chat with Creatio?

 

 

If it's possible, then what is required, and are there any tutorials?

By the way, is there a #chat tag? Let's introduce.

 

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Hi Yuriy,

 

In-built Creatio functionality allows integrating with Telegram and Facebook chats and the procedure is described here (I believe you used this article to integrate with Telegram in your case). You will need to study the implementation of the Telegram integration in the system (server code part, not the Creatio UI part) and check if the API of your site chat allows integrating it with 3rd party services.

 

Unfrotuantely there are no tutorials on the Academy on this particular topic since this is a server-side development using API services.

 

As for introducing the new tag - I will ask our community team to add one.

 

Best regards,

Oscar

Oscar Dylan,

Does this method require Creatio to be on-site? We have it in the cloud currently

Yuriy Konstantinov,

 

No, the endpoint where you chat logic is stored should be available for the cloud-based apps. If it has no firewalls and can send\receive requests\responses from the Internet then there is no difference if the app is located in the cloud or locally.

 

Best regards,

Oscar

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Hello,

We want to disable the ability to use the "New" City/State option in the City/State lookup fields of an address. What is the best way to accomplish this?

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Hi Allen Dsouza,

 

This button is displayed if the Lookup has an edit page. If we are talking about a selection card from a lookup, the "getSelectionControlsConfig" method in the "LookupPageViewGenerator" schema is responsible for loading the list of edit pages.

 

There is no instruction, but the "BaseLookupPageV2" schema is responsible for this page \ window, the "Add" button name is: "SeparateModeAddRecordButton", the "ActionsButton" - it's action button. You can replace and customize the visibility of these buttons as you need.

 

P.S. If you have an option to hide it without using code, I'm suggesting you to do it, just by changing "Lookup view" from "Selection window" to "List" and there will be no option to add "New" City/State. (Example attached below)







Best Regards, 



Bogdan L.

Dear Allen,

 

Thank you for your question!

 

The best way to accomplish the restrictions to add new records to a lookup without development would be to update the Object Permissions.

 

Navigate to the [Object Permissions], find there the required lookup, and disable the "Create" option for "All employees" (or for a different group if you are using them):

 

And save. Make sure to "Update the record permissions" in the Action drop-down menu.

 

The result would be like in the screenshot below:

 Hope this helps!

 

Thank you, hope you have a great day!

 

Regards,

Danyil

Danyil Onoprienko,

Thank you for the suggestion! Due to some complex security setup in the system, we are considering using code disable/hide the "NEW" option on the lookup. Is there a way to do this?

Hi Allen Dsouza,

 

This button is displayed if the Lookup has an edit page. If we are talking about a selection card from a lookup, the "getSelectionControlsConfig" method in the "LookupPageViewGenerator" schema is responsible for loading the list of edit pages.

 

There is no instruction, but the "BaseLookupPageV2" schema is responsible for this page \ window, the "Add" button name is: "SeparateModeAddRecordButton", the "ActionsButton" - it's action button. You can replace and customize the visibility of these buttons as you need.

 

P.S. If you have an option to hide it without using code, I'm suggesting you to do it, just by changing "Lookup view" from "Selection window" to "List" and there will be no option to add "New" City/State. (Example attached below)







Best Regards, 



Bogdan L.

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Hi, community.

 

When you click an activity on the calendar page, you get this mini page where you can complete the activity or cancel it. I need to remove the "cancel activity" button highlighted here in red:

 

I figure I can use the remove operation like in this example:


 
diff: 
/**SCHEMA_DIFF*/[ 
{ "operation": "remove", "name": "CopyButton" }, 
{ "operation": "remove", "name": "DeleteButton" }, 
{ "operation": "remove", "name": "OpenButton" } }

 

But I can't find  the schema I have to modify.... Does anyone know which one it is?

 

Thanks!

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Hello,

 

It is ActivityMiniPage of UIv2 package. You need to re-define the insert operation of CancelButton

Regards,

Dean

Hello,

 

It is ActivityMiniPage of UIv2 package. You need to re-define the insert operation of CancelButton

Regards,

Dean

dean parrett, Thank you very much for your answer! It works as intended.

Cheers from Mexico

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hello community,



in the Account section page, i'm trying to change the display of some timeline tiles (the Order one for example). I can hide some fields i don't need by modifiying the TimelineTileSetting data ('0ef5bd15-f3d3-4673-8af7-f2e61bc44cf0' for Order).



Fine, but if i also want to add new fields in the tile : i then added my own UsrTimelineItemViewModel and UsrTimelineItemView for that.

Then i added a corresponding TimelineTileSetting and finally changed TimelinePageSetting to make it match .

 

Unfortunately, i can't make it to work. The displayed tile keep to be the old one,

it's like the updated TimelinePageSetting is not read by the system.

No matter what i do, logging out, clear cache...

 

What am i missing, please ?

 

best regards.

Patrice

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Dear Patrice,

 

Try to follow this guide on how to add a custom object to the timeline

https://academy.creatio.com/documents/technic-sdk/7-13/timeline-tab

 

Regards,

Dean

Hello Dean,

thanks for the answer.

In my case, i use 7-17 so i went to https://academy.creatio.com/documents/technic-sdk/7-16/introduction-17



So in AccountPageV2's TimelinePageSetting, i changed the original data, from 

          {

            "entityConfigKey": "0ef5bd15-f3d3-4673-8af7-f2e61bc44cf0",

            "entitySchemaName": "Order",

            "referenceColumnName": "Account",

            "masterRecordColumnName": "Id"

          },

to

          {

            "entityConfigKey": "9843b156-452f-463c-8cb6-7e9b3e3d5499",

            "entitySchemaName": "Order",

            "referenceColumnName": "Account",

            "masterRecordColumnName": "Id"

          },



which hold my new TimelineTileSetting Id.

is it not supposed to work like that ?



am i supposed to add a whole new TimelinePageSetting for my AccountPageV2 section like described in documentation ? or can i modify the existing one ?



Regards,

Patrice

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How would I go about summing the costs of related attendee (table) price field for an order and then place that total back into the custom Order->AttendeePrice field. Then additionally sum Order->Total + Order->AttendeePrice into the custom field, Order->GrandTotal?

This would be similar to the Out-of-Box sum of the product sales price for an order where it places the total in the Order->Total field and manages the product total as items are added, edited, or deleted.

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Dear Dick,

 

Thank you for your question!

 

The best solution for this would be using a Business Process with parameters.

 

Hope this helps!

 

Regards,



Danyil

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Hi,

 

How is it possible to set only the author of the record to be able to delete their record? Beside the roles that are mentioned in the operation permissions, for example System admin.

 

Thanks,

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Kavian Abhari,



Yes, you are correct, you can use this.

And if you remove everything from the Record Permissions, by default all rights will be given to the person, who creates the record and System Administrator.

Also, you will need to create a business process to give read/edit rights to all other users as they will not be able to perform these actions using the logic above.

I'm sorry if I misunderstood you, I thought that you do not wish to use Permissions at all.

You can check this article for more information:



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



Best Regards,

Ivanna

Dear Kavian,



If you do not wish to go with Operation Permissions, you can debug onDelete method logic in GridUtilitiesV2 schema.

You need to replace it with your own custom logic.

Unfortunately, your business task can be performed using our base tools.



Best Regards,

Ivanna

Ivanna Yatsura,

Thanks. But not even by using "Record permissions"? 

In the picture below, doesn't it mean that each employee can delete the record that they created?

Kavian Abhari,



Yes, you are correct, you can use this.

And if you remove everything from the Record Permissions, by default all rights will be given to the person, who creates the record and System Administrator.

Also, you will need to create a business process to give read/edit rights to all other users as they will not be able to perform these actions using the logic above.

I'm sorry if I misunderstood you, I thought that you do not wish to use Permissions at all.

You can check this article for more information:



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



Best Regards,

Ivanna

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Hello. I'm working with the Multiple choice field setup for Creatio (https://marketplace.creatio.com/app/multiple-choice-field-setup-creatio) add-on but I'm not getting it to save the selected values.

 

I've followed the guide here: https://marketplace.creatio.com/sites/marketplace/files/app-guide/Multi…

 

I have the Lookup object that I select. I have the link table (which is equivolent to ActivityParticipant which is used in the guide-example)

 

I get the values correctly on the page, and they are selectable. But nothing is saved to the database when i Save the record

 

Object: Contact

Lookup: ChessInterest

Link-object: ChessContactInterest

define("ContactPageV2", ["MultiChoiceMixin"], function() {
	return {
      entitySchemaName: "Contact",
      attributes: {
        "ChessInterests": {"dataValueType": Terrasoft.DataValueType.LOOKUP}
      },
      mixins: {MultiChoiceMixin: "Terrasoft.MultiChoiceMixin"},
      modules: /**SCHEMA_MODULES*/{}/**SCHEMA_MODULES*/,
		}
 
...
methods: {
		init: function() {
          this.callParent(arguments);
          this.mixins.MultiChoiceMixin.init.call(this, arguments);
        },
        getMultiChoiceEntitiesConfig: function () {
          const items = {
            ChessInterests: {
              mainEntitySchemaName: "ChessContactInterest",
              mainColumnName: "Contact",
              relatedEntitySchemaName: "ChessInterest",
              relatedColumnName: "ChessInterest"
            }
          };
          return items;
        }
      },
 
...
 
      diff: /**SCHEMA_DIFF*/[
			{
				"operation": "insert",
				"name": "ChessInterests",
				"values": {
					"className": "Terrasoft.MultiChoiceCombobox",
					"bindTo": "ChessInterests",
					"dataValueType": 11,
					"layout": {
						"colSpan": 12,
						"rowSpan": 1,
						"column": 0,
						"row": 5
					},
					"labelConfig": {
						"caption": "Select interests"
					}
				},
				"parentName": "Header",
				"propertyName": "items",
				"index": 0
			},
}



 

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Fixed it with another one. Last one was wrong

              mainEntitySchemaName: "ChessContactInterest",
              mainColumnName: "ChessContact",
              relatedEntitySchemaName: "ChessInterest",
              relatedColumnName: "ChessInterest"

Explanation as I understand it:

mainEntitySchemaName: "My Link Table",
mainColumnName: "Property in Link table matching current record Id (In my case ContactId)", 
relatedEntitySchemaName: "Object to select", 
relatedColumnName: "Objects column name in Link table"

Bumping this

Hi Julius,

 

I recommend double-checking the following parameters: mainEntitySchemaName, mainColumnName, and relatedColumnName. They all are responsible for data storage.

 

Also, could you please provide a screenshot of the settings for the 'ChessContactInterest' object with added fields? This would help investigate the issue further.

Alexander Demidov,

Alexander Demidov,

I managed to solve it.

        getMultiChoiceEntitiesConfig: function () {
          const items = {
            ChessInterests: {
              mainEntitySchemaName: "ChessContactInterest",
              mainColumnName: "ChessContact",
              relatedEntitySchemaName: "ChessContactInterest",
              relatedColumnName: "ChessInterest"
            }
          };

Now my next issue is that I don't have a Displayed Value on my link-object (ChessContactInterestChess). I can't select one in the drop-down

Fixed it with another one. Last one was wrong

              mainEntitySchemaName: "ChessContactInterest",
              mainColumnName: "ChessContact",
              relatedEntitySchemaName: "ChessInterest",
              relatedColumnName: "ChessInterest"

Explanation as I understand it:

mainEntitySchemaName: "My Link Table",
mainColumnName: "Property in Link table matching current record Id (In my case ContactId)", 
relatedEntitySchemaName: "Object to select", 
relatedColumnName: "Objects column name in Link table"

Hi Julius,

 

It's great to hear that you resolved these issues! We will add your findings to the app description to help streamline the field setup.

Hi,

I get this problem too, that values are not being saved.

I checked the above elements and they are good!

What else can cause that issue?

 

I managed to solve it.

I deleted the name field that was automatically created when I create the object through the detail wizard. It's required and probably that couldn't be save missing that field.

Hello. I'm working with the Multiple choice field setup for Creatio (https://marketplace.creatio.com/app/multiple-choice-field-setup-creatio) add-on but I'm not getting it to save the selected values.

I've followed the guide here: https://marketplace.creatio.com/sites/marketplace/files/app-guide/Multi…

I get the values correctly on the page, and they are selectable. But nothing is saved to the database when i Save the record

Object: UsrContactLabels

Lookup: UsrLabels

Link-object: UsrContact

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