Hello Stefano,

Please check this Community Post. It contains the same implementation request and the solution.

Best regards,

Bogdan

It works!!

Thank you very much

Hello, Nikolas,

please try removing filters from the start signal (in order to make sure that is not the reason). Thank you.

Hello Daria,

Woups, it looks like there are two Post on the same subject !

https://community.creatio.com/questions/new-calls-does-not-launch-proce…

i deleted this one but you can reach it from your side !

If you can help me i m allways looking for a solution.

Have a nice day and thank you,

Nicolas

Hi Amritha,

Theoretically it is possible and to do that you will need to override the initCardPrintForms method on the edit page of your section. Please firstly see the basic method declaration in the PrintReportUtilities mixin.

There should be something like this in the edit page schema code:

//get the collection of all printables
var printMenuItems = this.get(this.moduleCardPrintFormsCollectionName);
printFormsMenuCollection.each(function(item) {
  item.set("Visible", {bindTo: "getPrintMenuItemVisible"});
}, this);

and then declare the custom logic in the getPrintMenuItemVisible method

getPrintMenuItemVisible: function(reportId) {
  //logic that returns true/false
}

Or you can use the preparePrintFormsMenuCollection method in the mixin and call it in your schema code:

preparePrintFormsMenuCollection: function(printForms) {
			printForms.eachKey(function(key, item) {
				if (!item.get("Caption")) {
					item.set("Caption", item.get("NonLocalizedCaption"));
				}
				item.set("Tag", key);
				if (item.get("TypeColumnValue")) {
					item.set("Visible", {bindTo: "getPrintMenuItemVisible"});
				}
			}, this);
		},

and again bind some logic to getPrintMenuItemVisible.

We don't have a ready example, but debugging the existing logic shouldn't be difficult.

Best regards,

Oscar

Hello Amritha,

If you still need help implementing this, I did a complete writeup of what is needed here: https://customerfx.com/article/showing-or-hiding-printables-based-on-a-…

Ryan

Dear Chris,

As for now, there is no possibility now to change the way how time is displayed in the calendar. We have this idea registered for our R&D team so they will consider it for implementing in the future updates. 

Best regards,

Angela

Hi,

Is there any updates on this or still no way to change the hour view?

Hello Cheng,

The email that is generated from the business process in case this email is being sent manually is an activity itself and we can use this to bind it to another activity. It is way more easier to do using the following process rather than creating a code that could do it:

This is more relevant approach since you let the end user to select an activity to which the email should be connected (you can also add other conditions so to automatically bind the sent email to another activity, this process can be modifed in the way you need).

Best regards,

Oscar

Hi Oscar,

Thanks for the info. The solution will work technically , but on user level it is difficult to use that because:

1. Usually, activity will be a big list. Sometime, lots of fields have the same value. It is really difficult for users to do this manually. 

2. The autogenerated page element will only be executed after the email is sent. Before that, the business process will remain on running (on the send email element).

Is there anyway we can get the created email Id right after the email (activity) is created in the database?  

Cheng Gong,

Thank you for the clarifications!

As for the first point - it depends on the way activities are generated in the system. Yes subjects of activities can be similar and it would be difficult to select the correct one so we can use an automatization in the process using the "Read data" element and filters inside this element so to get the activity needed in our case (that should be connected to the email-activity). That's why I mentioned that the process can\should be modified.

As for the second point - that's also a good notice, in this case the user can select the activity directly in the list of activities in this field on the email page:

Or let the automated process to connect this email to the activity that the process selects (for example using the "Read data" process element).

You can get a created activity Id in the database directly for example by its creation date, subject of the email, sender of the email or other parameters and for example start another process that will apply needed connections to the email in case you don't need the activity to be connected to the email after the email is sent.

Best regards,

Oscar

Hi Oscar,

We can generate the name of activity, however, it still leaves the select to the user, and this might cause the email is linked to the wrong activity. 

We know we can let user to select the connect to activity from the UI of the email. but again, same story as above. User can make mistake there.

You can get a created activity Id in the database directly for example by its creation date, subject of the email, sender of the email or other parameters and for example start another process that will apply needed connections to the email in case you don't need the activity to be connected to the email after the email is sent.

Yes, we can get it by using few field, but the certainty is not 100%. Also, if we connect the email and activity in another process, we will lose the original activity which triggered process.

Is there any way we can add custom code in the SendEmail element?

Cheng Gong,

Yes there is a possibility to add a custom code in the advanced settings of the element:

but the code will be executed after any changes to the email are applied and the record is saved, but not when it is created.

Best regards,

Oscar

Hi Oscar,

Thank you for the information and eventually the issue and solution is found.

Due to the local dev is still old version 7.12 and I am using file design mode, Visual Studio's stop point is not hit, but actually the function is fired. After I switch on the "Force Compile" option, it is working properly.

On the later version, the function is trigger right after the email activity is created by the element. I post the code in case anyone who need realize the same function (for example, connect the email to the custom section via process element).

var id = activity.PrimaryColumnValue;
var userConnection = this.Get<UserConnection>("UserConnection");
Activity fromDb = new Activity(UserConnection);
fromDb.FetchFromDB(id);
Guid linkedActivityId = fromDb.ActivityConnectionId;
var originalActivityId = this.Get<Guid>("UsrActivityId");
 
if (linkedActivityId == Guid.Empty && originalActivityId != Guid.Empty)
{
		using (DBExecutor executor = UserConnection.EnsureDBConnection())
		{
			Update updateActivity = (Update)new Update(userConnection, "Activity")
					.Set("ActivityConnectionId", Column.Parameter(originalActivityId))
					.Where("Id").IsEqual(Column.Parameter(id));
					updateActivity.Execute(executor);
		}
}

Here "UsrActivityId" is process parameter's code for the activity which triggers the process.

Be careful with the update query, you would better not update any field which is in your process trigger.

Cheng Gong,

Fantastic! Good job and thank you for sharing the code!

Best regards,

Oscar

Dear Amritha,

You can modify the OOB business process and add a search for an existing contact - the process is called Lead qualification. Feel free to modify it according to your business tasks! Make sure to update the Lead management process system setting after a new version of the process is created. 

Best regards,

Angela

Hello!



It will be easier to deploy such schema on the on-site application since you can control the environment and create as many copies of existing application as you need to. Other solution would be to use SVN or packages to transfer changes. The task as you described it can also be implemented via Marketplace addons like Field Sales. 

Best regards,

Angela

Angela Reyes,

Thank you for your response, Angela! This is in the context of cloud. Is there an admin portal for the partner to manage an implementation-specific image (containing all creatio technical components) that can be provisioned for all customers by the click of a button and also manage all such configured instances? In such a setting, how does marketplace licensing for plugins work? Is it on a per-instance model or a base package model?  

amanthena,

Such an option is not available for cloud - for security purposes, we manage our servers only internally and do not provide access to it for partners. As for the marketplace licensing - please check this article: 

https://academy.creatio.com/documents/technic-sdkmp/7-16/marketplace-ap…

Best regards,

Angela

Hi Gokul,

Thank you for your feedback!

Kindly note that the Excel report section was created manually without adding the section tag functionality.

However, I will forward your suggestion to the responsible team for consideration.

Have a good day!

Hello,

During the merge, one of the records is deleted. Seems like the one you try to remove has some value in UsrAdresseDeFacturationId that has some connection in other entities.

It is necessary to make sure your deleted record during the merge doesn't have any associated records that has reference to the value in UsrAdresseDeFacturationId.

Regards,

Dean

Hello Dean,

Thank you for the answer.

It looks like that i cann't merge my two accounts because there are orders using the Invoicing address.

So will it be impossible to merge the accounts ?

Hi Nicolas,

It is better to have a look into the issue directly on the website to prevent merging incorrect data and loosing it.

Please email the support team at support@creatio.com so that our team could have the access to the website and give you the exact solution.

Regards,

Dean

Hi LÉZORAY Nicolas Can you please tell me how you resolve the issue? Thanks, 

Hi Federico, the support solve the issue.

Since, no merge error

 

Hello Nicolas, 

As we can see from the provided screenshots, the user uses the Google Chrome browser. We recommend using the last official version of Chrome on the Creatio release date. 

In case the issue with the layout can be reproduced in different browsers with different screen resolutions, we kindly ask you to contact us at support@creatio.com for further analysis. 

Thank you in advance!

Olga. 

the last version of Chrome was allready installed on the computer. i reinstalled it but the problem reappears.

i will try to reinstall the graphic card driver

LÉZORAY Nicolas,

Thank you for letting us know! Please, feel free to contact us at support@creatio.com in case the issue can be reproduced on different devices and is nor connected to the graphic card driver itself. We would be happy to assist. 

Best regards, 

Olga. 

Olga Avis,

hello Olga,

I'm in the same company as Nicolas and i have some more informations to provide about this issue, there is lot of errors showing up in Chrome console, including some http 400 errors, following post is a full dump from the contacts page, where the issue happened. 

Best regards,

Patrice

deleted content

Hello Patrice Vigouroux,

Thank you for providing additional information! Could you contact Creatio technical support team at support@creatio.com for further analysis?

Please, send an email with a detailed description of the layout issue and we will check if it is connected to the OOTB functionality.  

Once the solution is found we will post it here as well. 

Thank you in advance!

Olga. 

ok, email sent, thank you!