Sales_Creatio | Community Creatio

Question

09:06 Apr 28, 2021

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?

3 comments

Best reply

Ryan Farley

19:02 Apr 28, 2021

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

Ryan Farley

18:57 Apr 28, 2021

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

Ryan Farley

19:02 Apr 28, 2021

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

Shivani Lakshman

15:40 Apr 30, 2021

Thanks Ryan! This works!

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Question

Sales_Creatio

Lead Management process call.

ramkiran kudipudi

20:01 Apr 24, 2021

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.

1 comments

Oleg Drobina

13:14 Apr 27, 2021

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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Question

Integrate chat on commercial site with Creatio?

Yuriy Konstantinov

18:24 Apr 16, 2021

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.

3 comments

Oleg Drobina

19:11 Apr 16, 2021

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

Yuriy Konstantinov

16:39 Apr 20, 2021

Oscar Dylan,

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

Oleg Drobina

16:41 Apr 20, 2021

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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Question

Disable "NEW" option in City & State lookup

Allen Dsouza

00:08 Apr 13, 2021

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?

3 comments

Best reply

Bogdan Lesyk

14:02 Apr 13, 2021

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.

Danyil Onoprienko

00:59 Apr 13, 2021

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

Allen Dsouza

01:02 Apr 13, 2021

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?

Bogdan Lesyk

14:02 Apr 13, 2021

Hi Allen Dsouza,

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Question

How to remove the "cancel activity" button

Juan Carlos Del Castillo Chehaibar

21:49 Apr 05, 2021

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!

2 comments

Best reply

dean parrett

02:12 Apr 06, 2021

Hello,

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

Regards,

Dean

dean parrett

02:12 Apr 06, 2021

Hello,

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

Regards,

Dean

Juan Carlos Del Castillo Chehaibar

03:29 Apr 06, 2021

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

Cheers from Mexico

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Question

TimeLine

Sales_Creatio

7.17

custom TimelinePageSetting

Patrice-ABPost

18:38 Mar 24, 2021

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

2 comments

dean parrett

14:39 Mar 25, 2021

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

Patrice-ABPost

19:01 Mar 25, 2021

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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Question

Sales_Creatio

7.17

Business process to sum amounts in secondary entity and place total in parent table

Dick Wooden

22:39 Mar 22, 2021

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.

1 comments

Danyil Onoprienko

22:07 Mar 23, 2021

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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Question

Sales_Creatio

7.16

Record permissions; each user to ONLY delete their own created records

Kavian Abhari

18:34 Mar 22, 2021

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,

3 comments

Best reply

Ivanna Yatsura

16:46 Mar 23, 2021

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

Ivanna Yatsura

16:20 Mar 23, 2021

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

Kavian Abhari

16:34 Mar 23, 2021

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?

Ivanna Yatsura

16:46 Mar 23, 2021

Kavian Abhari,

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Question

Sales_Creatio

7.17

Not getting Multiple choice field setup for Creatio to save value

Julius

10:12 Mar 22, 2021

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
			},
}

9 comments

Best reply

Julius

17:16 Mar 24, 2021

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"

Julius

09:02 Mar 24, 2021

Bumping this

Alexander Demidov

10:53 Mar 24, 2021

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.

Julius

11:25 Mar 24, 2021

Alexander Demidov,

Julius

13:07 Mar 24, 2021

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

Julius

17:16 Mar 24, 2021

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"

Ivan Leontiev

16:00 Mar 25, 2021

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.

Chani Karel

16:01 May 25, 2021

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?

Chani Karel

16:12 May 25, 2021

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.

Vasili Piruzashvili

09:54 Jan 30, 2023

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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Question

ConnectedTo

Sales_Creatio

7.17

Add account in ConnectedTo schema from business process

Vincent Tahon

15:57 Mar 19, 2021

Dear, In account, there is the visual schema in the ConnectedTo tab: https://prnt.sc/10q02hg How can I add a relation in this schema from a business process? I cannot find the existing connections in any object and if I try to add a new relationship to the Relationship object, nothing is changed. Kind regards, Vincent

1 comments

Roman Rak

03:03 Mar 22, 2021

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.