Do you see any errors in the browser console when you attempt to upload a template?

Ryan

Hi Ryan Farley, 

Thanks for the reply. Yes I am getting an error in the browser console "Uncaught Error: One or more filters are not filled, please fill in all filters and try again".

Here I have attached a screenshot.

Hello Shivani,

It happens since the sorting state for detail is saved in the SysProfileData table and each time a user opens a detail the correspondent sorting state is taken from the SysProfileData table.

You need to create a trigger in the system that could automatically remove a record about detail records sorting order in the SysProfileData table upon each login to the application.

To find a needed record you need to use two key points:

1) Use the "ContactId" column value to find records for some particular system user (references a contact of a system user)

2) Use the "Key" column and put the name of a detail

Here is an example of a query:

select * from SysProfileData where [Key] like '%Schema0bbbd1fe%' and ContactId in (select ContactId from SysAdminUnit where Name = 'input the name of a system user')

What you need to do is to drop a record found by the query, but upon each login to the system. For this purpose you can create a trigger that will be triggered upon changing the "LoggedIn" column value from the "SysAdminUnit" table.

Best regards,

Oscar

Oscar Dylan,

Thank you for your response, Oscar!

Oscar Dylan,

Hi Oscar. Is there a way to disable this 'Sort order memory' either at a detail level or user level or application level? What if users did not want their sort order to be remembered and pre-loaded?

M Shrikanth,

Hello,

In this case you will need to study the BaseDataView and check a particular place in the schema where UserProfile request is generated upon modifying the sorting order of a detail column and override the method where it happens so not to save the UserProfile state.

Best regards,

Oscar

Oscar Dylan,

 I understand Oscar. It would be laborious to identify all such details and override sending of the UserProfile request. I was looking at a master switch which will toggle whether this sort order is 'remembered' or not. I infer that such a feature is not available as of now

M Shrikanth,

No there is no such a toggle or a setting or a feature. This is all the logic in the BaseDataView that needs to be overridden in case it's not needed.

Best regards,

Oscar

Oscar Dylan,

Thanks Oscar. Appreciate your input. 

Hello Vincent,

I did a research but it seems that there is no easy way to complete your business task. I've registered the request for the R&D team to investigate how the macro functionality can be extended with more features.

As a workaround, you can add a hidden column into the object that will contain the same date as in your DateTime field. After that, you can add it to the template with the help of macro.

Best regards,

Bogdan S.

Hello Shivani,

You can change the column format in prepareResponseCollectionItem method.

Here is a sample:

define("SomeSection", [], function() {
    return {
        entitySchemaName: "SomeSectionSchema",
        details: /**SCHEMA_DETAILS*/{}/**SCHEMA_DETAILS*/,
        diff: /**SCHEMA_DIFF*/[]/**SCHEMA_DIFF*/,
        methods: {
            prepareResponseCollectionItem: function(item) {
                this.callParent(arguments);
               
                var someColumn = item && item.columns && item.columns.SomeColumn;
                if (someColumn) {
                    someColumn.dataValueType = Terrasoft.DataValueType.TEXT;
                    item.set("SomeColumn", item.values.SomeColumn.toString());
                }
            }
        }
    };
});

Best regards,

Bogdan S.

Bogdan Spasibov,

That is fantastic Bogdan. Thanks for sharing this!

Ryan

This works for the section - is there a code for a detail on the contact page? I need to remove the comma from the year field here

Hi Heather, 

Please refer this post where this question was explained.

https://community.creatio.com/questions/special-character

The logic for section differs from page and there is no way to apply the property to the grid.

Regards,

Bogdan L.

Dear Nikolas,

Your question is a bit unclear. If you are asking if it is possible to create the opportunity if the account has no linked contact - by default it is enough the have the account linked to the lead to qualify it and create the opportunity automatically. The contact can be different. The created opportunity will have the selected account (in the left side bar of the opportunity page)  and the selected contact as well. The contact will appear on the Contacts detail of Opportunity Details tab

Regards,

Dean

Hello Doyen

I deleted my question, the problem was that if an account with the same name allready exists in the database, the contact is not linked to the account when we qualify the Lead.

i told to my users to use the lead account panel to select the account if it allready exists and to create the account if it is a new account.

Thank you for your answer

Hello Patrice,

The problem here is that the ActivityTimelineItemView doesn't know anything about the "Author" column and there is no viewConfig for the "Author" column.

Please also see this article that describes how to create a timeline for the custom object in the system https://academy.creatio.com/documents/technic-sdk/7-16/creating-timelin….

The idea here is to create a view config for all the columns that are present in the timeline "Data". Same thing should be done for the "Author" column of the activity view model.

Best regards,

Oscar

Hello Oscar,

thanks for the response, that's a typical rtfm case ;)

i was missing half of the work to do.

best regards

Patrice

Dear Julius,

Could you please contact us at support@creatio.com in order to provide the best services?

Please be advised that the answer on the question would be still posted here after resolution.

Thank you!

Dear Julius,

Thank you for your patience and for contacting us at support@creatio.com.

As we have discussed in our email thread the new web tracking functionality has been currently revoked for revision.

When the revision would be completed it will become available on all sites for all customers.

For now, the old web-tracking can be used - it is still available!

Please be advised that we will let you know once the New web tracking functionality would be live!

Thank you for your cooperation!

Take care!

Regards,

Danyil

Sorry having disturbing, i put it blank and it works.

The issue is that the value has a 1:many relationship with the opportunity. The opportunity can have multiple products added, so which one would display? In this case, you should add this using "Set up report tables" which would result in a table or list of the products added to the opportunity.

Ryan

Thank you Ryan

it was exactly what i was looking for

Hello Julio, 

Unfortunately, there is no possibility to start the chat with existing contacts from the system. The chat feature enables you to receive requests from external users at the moment. We will raise the idea for R&D team to implement this feature for chats in further releases. 

You can find more detailed information about chats in the Communications - Work with chats Academy article. 

Best regards, 

Olga. 

Olga Avis,

Thanks Olga