Hello Vincent,

Hope you're doing well.

To be able to add or modify relationships via business process please use the object Relationship. It contains a connection for both contacts and accounts and can be used for adding any possible relations between those objects.

Also, the links below can be useful for further working with relationships:

• https://academy.creatio.com/docs/node/1768?_ga=2.96795103.1776048178.16…
• https://community.creatio.com/questions/adding-new-relationship-connect…
• https://community.creatio.com/questions/setup-columns-view-relationships
• https://community.creatio.com/questions/relationship-detail

Best regards,

Roman

HI Kavian,

Yes, it's possible. Here are the steps;

1) Add a "Completeness" field into your section object. This one should be an integer.

2) Add a record about your section into the "Completeness" table. You can do it with the following SQL script:

INSERT INTO Completeness (Name, EntitySchemaName, ResultColumnName, Scale)
    VALUES ('Quotes', 'VistQuotes', 'VistCompleteness', '{"sectorsBounds":{"min":0,"middleFrom":50,"middleTo":80,"max":100}}')

You should specify Name, EntitySchemaName, ResultColumnName and Scale columns.

3) Create replacing client module for your page (for example VistQuotes1Page in my case).

4) Add dependencies on following schemas: "CompletenessIndicator", "CompletenessMixin", "css!CompletenessCSSV2", "TooltipUtilities".

5) Add two attributes into the "attributes" area:

CompletenessValue: {
    dataValueType: Terrasoft.DataValueType.INTEGER,
    value: 0
},
MissingParametersCollection: {
    dataValueType: Terrasoft.DataValueType.COLLECTION
}

6) Add two mixins (CompletenessMixin, TooltipUtilitiesMixin) into your schema.

mixins: {
    CompletenessMixin: "Terrasoft.CompletenessMixin",
    TooltipUtilitiesMixin: "Terrasoft.TooltipUtilities"
},

7) Add the following methods:

methods: {
    init: function() {
        this.set("MissingParametersCollection", this.Ext.create("Terrasoft.BaseViewModelCollection"));
        this.callParent(arguments);
    },
    onDetailChanged: function() {
        this.callParent(arguments);
        this.calculateCompleteness();
    },
    onEntityInitialized: function() {
        this.callParent(arguments);
        if (this.isEditMode()) {
            var collection = this.get("MissingParametersCollection");
            collection.clear();
            this.set("CompletenessValue", 0);
            this.calculateCompleteness();
        }
    },
    onSaved: function() {
        var callParentOnSaved = this.get("CallParentOnSaved");
        this.callParent(arguments);
        if (!callParentOnSaved && !this.isNewMode() && !this.get("IsProcessMode")) {
            this.calculateCompleteness();
        }
    },
    calculateCompleteness: function() {
        var config = {
            recordId: this.get("Id"),
            schemaName: this.entitySchemaName
        };
        this.mixins.CompletenessMixin.getCompleteness.call(this, config, this.calculateCompletenessResponce, this);
    },
    calculateCompletenessResponce: function(completenessResponce) {
        if (this.Ext.isEmpty(completenessResponce)) {
            return;
        }
        var missingParametersCollection = completenessResponce.missingParametersCollection;
        var completeness = completenessResponce.completenessValue;
        var scale = completenessResponce.scale;
        if (!this.Ext.isEmpty(missingParametersCollection)) {
            var collection = this.get("MissingParametersCollection");
            collection.clear();
            collection.loadAll(missingParametersCollection);
        }
        if (this.Ext.isObject(scale) && this.Ext.isArray(scale.sectorsBounds)) {
            this.set("CompletenessSectorsBounds", scale.sectorsBounds);
        }
        if (this.Ext.isNumber(completeness)) {
            this.set("CompletenessValue", completeness);
        }
    }
},

8) Insert completeness bar into your page with code like following:

diff: /**SCHEMA_DIFF*/[
    {
        "operation": "insert",
        "parentName": "MetricsContainer",
        "propertyName": "items",
        "name": "CompletenessContainer",
        "values": {
            "itemType": Terrasoft.ViewItemType.CONTAINER,
            "items": []
        }
    },
    {
        "operation": "insert",
        "parentName": "CompletenessContainer",
        "propertyName": "items",
        "name": "CompletenessValue",
        "values": {
            "generator": "ConfigurationRectProgressBarGenerator.generateProgressBar",
            "controlConfig": {
                "value": {
                    "bindTo": "CompletenessValue"
                },
                "menu": {
                    "items": {
                        "bindTo": "MissingParametersCollection"
                    }
                },
                "sectorsBounds": {
                    "bindTo": "CompletenessSectorsBounds"
                }
            },
            "tips": [],
            "layout": {
                "column": 0,
                "row": 0,
                "rowSpan": 1,
                "colSpan": 1
            }
        }
    },
    {
        "operation": "insert",
        "parentName": "CompletenessValue",
        "propertyName": "tips",
        "name": "CompletenessTip",
        "values": {
            "content": {"bindTo": "Resources.Strings.CompletenessHint"}
        }
    }
]/**SCHEMA_DIFF*/

A full example of code can be found below:

define("VistQuotes1Page", ["CompletenessIndicator", "CompletenessMixin", "css!CompletenessCSSV2", "TooltipUtilities"],
    function() {
    return {
        entitySchemaName: "VistQuotes",
        attributes: {
            CompletenessValue: {
                dataValueType: Terrasoft.DataValueType.INTEGER,
                value: 0
            },
            MissingParametersCollection: {
                dataValueType: Terrasoft.DataValueType.COLLECTION
            }
        },
        modules: /**SCHEMA_MODULES*/{}/**SCHEMA_MODULES*/,
        details: /**SCHEMA_DETAILS*/{}/**SCHEMA_DETAILS*/,
        businessRules: /**SCHEMA_BUSINESS_RULES*/{}/**SCHEMA_BUSINESS_RULES*/,
        methods: {
            init: function() {
                this.set("MissingParametersCollection", this.Ext.create("Terrasoft.BaseViewModelCollection"));
                this.callParent(arguments);
            },
            onDetailChanged: function() {
                this.callParent(arguments);
                this.calculateCompleteness();
            },
            onEntityInitialized: function() {
                this.callParent(arguments);
                if (this.isEditMode()) {
                    var collection = this.get("MissingParametersCollection");
                    collection.clear();
                    this.set("CompletenessValue", 0);
                    this.calculateCompleteness();
                }
            },
            onSaved: function() {
                var callParentOnSaved = this.get("CallParentOnSaved");
                this.callParent(arguments);
                if (!callParentOnSaved && !this.isNewMode() && !this.get("IsProcessMode")) {
                    this.calculateCompleteness();
                }
            },
            calculateCompleteness: function() {
                var config = {
                    recordId: this.get("Id"),
                    schemaName: this.entitySchemaName
                };
                this.mixins.CompletenessMixin.getCompleteness.call(this, config, this.calculateCompletenessResponce, this);
            },
            calculateCompletenessResponce: function(completenessResponce) {
                if (this.Ext.isEmpty(completenessResponce)) {
                    return;
                }
                var missingParametersCollection = completenessResponce.missingParametersCollection;
                var completeness = completenessResponce.completenessValue;
                var scale = completenessResponce.scale;
                if (!this.Ext.isEmpty(missingParametersCollection)) {
                    var collection = this.get("MissingParametersCollection");
                    collection.clear();
                    collection.loadAll(missingParametersCollection);
                }
                if (this.Ext.isObject(scale) && this.Ext.isArray(scale.sectorsBounds)) {
                    this.set("CompletenessSectorsBounds", scale.sectorsBounds);
                }
                if (this.Ext.isNumber(completeness)) {
                    this.set("CompletenessValue", completeness);
                }
            }
        },
        mixins: {
            CompletenessMixin: "Terrasoft.CompletenessMixin",
            TooltipUtilitiesMixin: "Terrasoft.TooltipUtilities"
        },
        dataModels: /**SCHEMA_DATA_MODELS*/{}/**SCHEMA_DATA_MODELS*/,
        diff: /**SCHEMA_DIFF*/[
            {
                "operation": "insert",
                "parentName": "MetricsContainer",
                "propertyName": "items",
                "name": "CompletenessContainer",
                "values": {
                    "itemType": Terrasoft.ViewItemType.CONTAINER,
                    "items": []
                }
            },
            {
                "operation": "insert",
                "parentName": "CompletenessContainer",
                "propertyName": "items",
                "name": "CompletenessValue",
                "values": {
                    "generator": "ConfigurationRectProgressBarGenerator.generateProgressBar",
                    "controlConfig": {
                        "value": {
                            "bindTo": "CompletenessValue"
                        },
                        "menu": {
                            "items": {
                                "bindTo": "MissingParametersCollection"
                            }
                        },
                        "sectorsBounds": {
                            "bindTo": "CompletenessSectorsBounds"
                        }
                    },
                    "tips": [],
                    "layout": {
                        "column": 0,
                        "row": 0,
                        "rowSpan": 1,
                        "colSpan": 1
                    }
                }
            },
            {
                "operation": "insert",
                "parentName": "CompletenessValue",
                "propertyName": "tips",
                "name": "CompletenessTip",
                "values": {
                    "content": {"bindTo": "Resources.Strings.CompletenessHint"}
                }
            },
            {
                "operation": "insert",
                "name": "VistStatusa33f682a-dd58-4739-919d-cb84b9d2fc70",
                "values": {
                    "layout": {
                        "colSpan": 12,
                        "rowSpan": 1,
                        "column": 12,
                        "row": 10,
                        "layoutName": "Header"
                    },
                    "bindTo": "VistStatus",
                    "enabled": true
                },
                "parentName": "Header",
                "propertyName": "items",
                "index": 46
            }
        ]/**SCHEMA_DIFF*/
    };
});

Best regards,

Oscar

Oscar Dylan,

Thanks, is it possible to define negative values? For example, if Lead Contact unsubscribe from a Marketing Campaign, a boolean would be triggered and therefore it will reset the data entry compliance to 0.

Thanks,

Hi Kavian Abhari,

Please try to use this code.

onEntityInitialized: function() {

      var IsUnsubscribed = true;

        this.callParent(arguments);

        if (this.isEditMode()) {

            var collection = this.get("MissingParametersCollection");

            collection.clear();

          this.set("CompletenessValue", 0);

          if(this.get("IsUnsubscribed") == true){

          return;

          } else

          this.calculateCompleteness();

        }

    },





P.S. "IsUnsubscribed" - this is my example of your boolean variable that sets the unsubscribe logic.



Best Regards, 



Bogdan L.

Dear Mark,

For now, distribution group mailboxes are not supported on our platform. I will ask our developers to take into consideration your post and add this functionality in future releases. 

Best regards,

Angela

Angela Reyes,

Hi Angela

Firstly, thank you for your reply.

Are you able to provide guidance on the method to utilise an O365 non-user account as the email account used to send such notification mails? It is really annoying for a user to see so many 'system' mails in their Sent items, when this is something a service account should be configured to use. 

Obviously I would rather not pay for an O365 license just for this function.

Mark Roberts,

For now, we can only suggest using a shared mailbox for such emails or use an additional mailbox. 

Best regards,

Angela

Hi Julio,

This app only supports .docx printables, therefore the 'Convert to PDF' parameter must always be 'False'.

Here is how the correctly set up element should look like:

Thank you for your questions. We will mention that the app only supports .docx printables in its description.

Thanks Ivan, the image looks broken, could you upload again, please?

Ivan Leontiev,

Is also there any way to a new release that consider FastReport reports?

Dear Julio,

In general - it is not possible. Theoretically you can read the system administration object and get the contact id. Anyway that will not help since the processes do not work with table that stores users due to security reasons. 

Instead you can use the change rights element and grant the rights for employee. It allows to work with user contacts. The rights are assigned to the users through their contacts, so you can select the required contact and assign the necessary rights. 

Regards,

Dean

Dean Parrett,

Thanks Dean,

it's possible, I did it, see here https://prnt.sc/10j4kvf

With the "contactID" you read on "System users (view)" where Contact = contactID, in the result record the Id is the "user Id" you can use later to assign permission to read the article.

I understand what you expose, but I check it and works fine, I check the permissions in the article and are as I need, also the user connect to portal and can read the article

Thanks again

Hello Julio,

Thank you for the detailed video. I saved the link and removed it from the post.

I was able to reproduce the issue and forwarded it to the relevant team for further analysis.

Ivan Leontiev,

Thanks Ivan

Hi

I have the same problem. Did you find the solution ?

Thanks

Hi Tiffany,

The team is still investigating this issue. I will let you know as soon as we have more information.

Ivan Leontiev,

Thanks Ivan

Any news about this case? I have the same problem

Hello Julio, Tiffany and Daniel,

The team fixed this issue. Install the updated package from Creatio Marketplace to resolve it on your end.

Hi Ivan Leontiev,

When I install the updated package are giving me the following mistakes that I don't understand.

Any idea how to solve it?

2021-04-21 18:30:27,256 Errors and (or) warnings occurred while compiling configuration dll
2021-04-21 18:30:27,271 Autogenerated\Src\IntReportHelper.IntExcelExport.cs(110,54) error CS0433: The type 'ExcelPackage' exists in both 'EPPlus, Version=4.1.0.0, Culture=neutral, PublicKeyToken=ea159fdaa78159a1' and 'EPPlus, Version=4.5.3.2, Culture=neutral, PublicKeyToken=ea159fdaa78159a1'
2021-04-21 18:30:27,271 Autogenerated\Src\IntReportHelper.IntExcelExport.cs(273,31) error CS0433: The type 'ExcelWorksheet' exists in both 'EPPlus, Version=4.1.0.0, Culture=neutral, PublicKeyToken=ea159fdaa78159a1' and 'EPPlus, Version=4.5.3.2, Culture=neutral, PublicKeyToken=ea159fdaa78159a1'
2021-04-21 18:30:27,271 Autogenerated\Src\IntReportHelper.IntExcelExport.cs(110,11) error CS0433: The type 'ExcelWorksheet' exists in both 'EPPlus, Version=4.1.0.0, Culture=neutral, PublicKeyToken=ea159fdaa78159a1' and 'EPPlus, Version=4.5.3.2, Culture=neutral, PublicKeyToken=ea159fdaa78159a1'
2021-04-21 18:30:27,271 Autogenerated\Src\IntReportHelper.IntExcelExport.cs(84,49) error CS0433: The type 'ExcelPackage' exists in both 'EPPlus, Version=4.1.0.0, Culture=neutral, PublicKeyToken=ea159fdaa78159a1' and 'EPPlus, Version=4.5.3.2, Culture=neutral, PublicKeyToken=ea159fdaa78159a1'
2021-04-21 18:30:27,271 Autogenerated\Src\IntReportHelper.IntExcelExport.cs(84,11) error CS0433: The type 'ExcelWorksheet' exists in both 'EPPlus, Version=4.1.0.0, Culture=neutral, PublicKeyToken=ea159fdaa78159a1' and 'EPPlus, Version=4.5.3.2, Culture=neutral, PublicKeyToken=ea159fdaa78159a1'
2021-04-21 18:30:27,271 C:\Program Files\dotnet\sdk\3.1.301\Microsoft.Common.CurrentVersion.targets(2081,5) warning MSB3243: No way to resolve conflict between "EPPlus, Version=4.5.3.2, Culture=neutral, PublicKeyToken=ea159fdaa78159a1" and "EPPlus, Version=4.1.0.0, Culture=neutral, PublicKeyToken=ea159fdaa78159a1". Choosing "EPPlus, Version=4.5.3.2, Culture=neutral, PublicKeyToken=ea159fdaa78159a1" arbitrarily.
2021-04-21 18:30:35,410 When application installed, an error(s) occured

Hi Daniel,

This means you have another package with the EPPlus library. Creatio does not allow you to install the same library twice.

Any idea in how to delete the ERPlus library?

Hi Daniel,

Unfortunately, the responsible team cannot remove the EPPlus library from the app package. Would you consider removing the library from the other package installed on your site?

Hello Shailey,

You can try to built the filter in a following way:

Best regards,

Bogdan S.

Hello Antoine,

Can you please provide us with more details regarding your request?

Thank you!

Bogdan Spasibov,

Hello Bogdan,

Of course.

We have connected our Asterisk phone system to Creatio. Each incoming call will be displayed on the right side of the telephony section. (Normal operation)

On the other hand, when the person is already in communication, the call switches to all the users and at that moment opens a contact form that cancels everything that was being entered by the users (estimates, activities, ...).

This behavior appears mainly for some numbers of our external collaborators.

For example our logistics department call, the desired extension does not answer, the call then switches to all the other sales people and closes what they were doing.

I hope I have been clearer in my explanations.

Thank you for your help.

My best regards.

Hello Antoine,

I suppose that the page is opened by some business process that is triggered by an incoming call. Can you check if you have any processes running right after the call is received?

If that is the case, you can modify the business process by means of adding additional filtration so the page won't pop-up.

Best regards,

Bogdan S.

Hello Julio,

Please check this Marketplace add-on. I believe it can cover your business need.

Best regards,

Bogdan S.

Thanks @Bodgan,

It doesn't help, because just work with MS Word reports, they have not considered to include FastReport on their implementation

Because of this I need to understand how to configure both applications mentioned above to solve the problem I need to implement

Best regards

can try a business rule on the approval object for status = negative , make comments mandatory. not sure if this will work on the prompt!

Hello,

You need to create a replacing view model for PreconfiguredApprovalPage and add a code similar to this one:

attributes:{
				"Comment":{
					"dataValueType": this.Terrasoft.DataValueType.TEXT,
					"isRequired": {"bindTo":"isCommentRequired"}
                }
          },
          methods: {
            isCommentRequired: function(){
				if (this.get("Status").displayValue=="Negative"){
				return true;
                } else {
				return false;
                }
            }
          },

In this case when the reject button is clicked the field should be filled in:

Best regards,

Oscar

Hi,

I need same functionality in the freedomUI. What changes need to be done?. I tried with the above code mentioned, but it's not working.

Please let me know if there is any way.



Thanks.

Regards,

Manideep

HI,

Unfortunately, currently, you cannot do this on a new UI.