Hello Colleagues,

 

In a process I need to publish some articles or info regarding some specific contacts in Customers. Those are specifically to one contact in the account.

 

I get the contact id, but don't know how to get the id of the user that belongs this contact to could add permissions to the article in the knowledge base,

 

Some ideas, please?

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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

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hello colleagues

 

On Creatio 7.17.2 (Cloud, updated by Creatio) I cannot upload Excel Templates.

 

I also delete extensions .jar, and .apk regarding what publish some time ago @Ryan Farley on https://customerfx.com/article/failure-to-upload-template-for-excel-rep…

 

But on a new site (demo) on v 7.17.1 without to modify nothing regarding extensions I can upload without any problem. I report this to Creatio Support, but they ask me to publish the problem here.

 

Thanks in advance

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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?

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While creating a dashboard , to select any contact / owner , Creatio gives the option to choose contact or current contact . If the same dashboard is to be made available for a specific org role or few org roles  , how can that be configured ?

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Hello Shailey,

 

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

 

Best regards,

Bogdan S.

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Hello,

I would like to block the customer file upload for incoming calls on certain phone numbers, can you tell me how to do this, please?

Best regards.

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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.

 

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Hello colleagues,

 

I need to generate a FastReport Template, attach to accounts files and after this send it using, also from Marketplace "Send email with attachments"

 

How can I orchestrate the process to could send this email with the report attached?

 

Some suggestions

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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

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Hello Community,

 

How to make 'Comments on the approve' field mandatory before rejecting an approval?

 

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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.

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I am using Creatio marketplace add-on for Excel reports https://marketplace.creatio.com/app/excel-reports-builder-creatio. First I tried it using a trial instance and it was working fine. But in a production instance I am not able to upload templates to the reports.

I have tried removing .jar and .apk from "File extensions DenyList" system settings. Also tried removing the add-on and installing it again. but still could not able to upload the templates. It is doing nothing when I click upload button and select the template.

 

Thanks in advance.

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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.

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Dear Community, 

 

As per the link : https://community.creatio.com/questions/sort-detail-page-load

we implemented sorting by date time when the detail loads the first time. 

Method 1 

addGridDataColumns: function(esq) {
	this.callParent(arguments);
 
	// add sorting column
	var ModifiedOnColumn = esq.addColumn("ModifiedOn", "ModifiedOn");
	ModifiedOnColumn.orderPosition = 0;
	ModifiedOnColumn.orderDirection = Terrasoft.OrderDirection.DESC;
}

Method 2 : 

getGridDataColumns: function() {

                var gridDataColumns =  {

                    "ModifiedOn": {path: "ModifiedOn", orderPosition = 0

                    orderDirection: Terrasoft.OrderDirection.DESC}

                    }; 

                return gridDataColumns;

            }

Observations : if orderposition is mentioned, manual sort by user does not happen.

Removing order position and implementing any of the above methods, sorts the records, but once user does a manual sort, say by Name, the next time user logs in, the detail records are sorted by Name and not by the default sort condition "ModifiedOn"

 

Is there a way to enforce sort when user logs in and also allow manual sort by user?

 

Thanks in advance!

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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. 

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Dear,

 

In the section, I have a DateTime field.

In the email template I want to display the Date only, so no timestamp.

 

Email template: https://prnt.sc/10aa38n

Result: https://prnt.sc/10aa4ux

 

In the Academy I found following article which describes how to add a fixed text as a macro, but not how I can format an existing field.

https://academy.creatio.com/docs/developer/front-end_development/creati…



Any idea how this can be fixed?

 

Kind regards,

Vincent

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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.

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Dear community,

Using "useThousandSeparator": false we can remove comma in section edit page or detail edit page. How do we do it in Section list Page?

 

Thanks

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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.

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