If I Click on link Button in Homepage getting new homepage window,

How to ignore opening new window

For Link button Code is

{

                    "operation": "insert",

                    "propertyName": "items",

                    "parentName": "ToolsTile",

                    "name": "",

                    "values": {

                        "itemType": Terrasoft.ViewItemType.BUTTON,

                        "caption": {"bindTo": "Resources.Strings.CalculatorCaption"},

                        "click": {"bindTo": "onNavigateTocalculators"}

                    }

                },

Can you Suggest how to resolve this issue

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Dear Danyil Onoprienko,

My Question is not related to Creation of Button, It is related to LinkButton(Calculators) under SalesToolkit in HomePage,  Shown in below image.

 

Issue facing:- When click on Calculators(LinkButton), a new Homepage window is opening,  which is shown in the below image.

Please suggest me, How to ignore/Stop opening a new window Tab clicking on LinkButton(Calculators)

 

Using Link button Code is

{

                    "operation": "insert",

                    "propertyName": "items",

                    "parentName": "ToolsTile",

                    "name": "",

                    "values": {

                        "itemType": Terrasoft.ViewItemType.BUTTON,

                        "caption": {"bindTo": "Resources.Strings.CalculatorCaption"},

                        "click": {"bindTo": "onNavigateTocalculators"}

                    }

                },

 

Dear Community,

 

Is there any update on this issue.

 

Thank you in advance.

Mansoor.

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We have a multitude of old instances of same business process with status Error. In the Process Log, I tried to select them all and then press ACTIONS(175930) → Cancel execution, but it just didn't work. I gave them some time, but the next day they were all there. Canceling them by 200-400 works, with some delays. Canceling by a couple of thousands doesn't work - a few hundreds become canceled, others remain with the status "Error". It would take too much time to cancel them in such small portions. Is there a quicker way?

Our site is in the cloud.

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Hello Yuriy. 

 

Alternatively to cancelling execution of each instance of the process manually, you can find this process in the Process library and deactivate it:

By answering "Yes" to the clarifying  questions, all the instances of the process will be cancelled:



 

Should you have any questions, please let us know. 

Best regards, 

Anastasiia

 

 

Anastasiia Zhuravel,

Thank you. I deactivated it, yet they remain with the "Error" status, and there was no dialog "...Cancel them?", unfortunately

 

Yuriy,

 

Have you tried OOB tools that cancel the process instances in Error status? It also deletes the data according the parameters you set here: 

 

You can find the description of all the settings on our Academy.

This probably will take some time but at least the system will do everything automatically.

 

Best regards,

Bogdan S.

Bogdan Spasibov,

Thank you, I tried this way. I changed the Allowed time for process instances in the "Error" state (days) setting from 0 to 1. The system started lagging, it canceled the processes with an average speed of 500 processes per hour. Users could not enter the system because of lags, and I too, only from time to time I could enter. It could take 2 weeks to wait until all the processes close, so I asked the Support to solve it. At last, as I see it, they plainly cleaned the Error instances from the Log and the slowness stopped. That's our experience.

I conclude that in our case, this method works for a low number of processes in the Error state.

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Hi everyone

I am having a warning when i'am editing my template, the warning is 

"Email template contains tags "u" not supported in HTML5. This can lead to incorrect display of email template in some email clients. Please change the template using css styles"

but really i am not using any tag "u" .

Is there any way to debug this?

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Best reply

Dear Carlos,



This warning should not influence anything, you can still send these bulk emails but there can be some issues with displaying them in different mail providers as the tag "u" (underline) which is used in your bulk email is deprecated.

Our recommendation is to use the CSS "text-decoration-line:underline" style instead of in places where underline is needed.



In case you didn't add any HTML blocks manually, a block with this tag could be generated automatically, and if you didn't add unsubscribe link and clicked on add it after trying to save the template and receiving the notification message about it.  

In that case, simply delete the automatically added block with unsubscribe link and replace it with the one available in the block library.

 

Best Regards,

Ivanna.

Dear Carlos,



This warning should not influence anything, you can still send these bulk emails but there can be some issues with displaying them in different mail providers as the tag "u" (underline) which is used in your bulk email is deprecated.

Our recommendation is to use the CSS "text-decoration-line:underline" style instead of in places where underline is needed.



In case you didn't add any HTML blocks manually, a block with this tag could be generated automatically, and if you didn't add unsubscribe link and clicked on add it after trying to save the template and receiving the notification message about it.  

In that case, simply delete the automatically added block with unsubscribe link and replace it with the one available in the block library.

 

Best Regards,

Ivanna.

Ivanna Yatsura,

Hi Ivanna 

the html editor embedded into the email designer allows the user to use the unsupported "u" tag.

This fact disorient the end-user

 

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For example, how many records of products can have? Or how many records of activities/projects/contacts/... can have? Thank you.

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Dear Andrew,



We do not have any limitations on that, you can have as many records as you want.



Best Regards,

Ivanna.

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I need to make a dropdown field with option items from external system. What should I do? Thank you!

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Dear Andrew,



Unfortunately, we do not have any base tools to implement this, it can be achieved only by hard development.



Best Regards,

Ivanna.

If you use on-site, you can try to make VIEW from another database. Then create an object based on that VIEW and use this for your lookup fields

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Hi Team,

we are trying to merge duplicate lead. The duplicate rule which has been set up, shows the duplicate and when we try to merge those records. The records id not getting merged. It still ends up displaying the two records and it doesn’t show any error message also.

Create instance being used is 7.18.2

Question : As there is no error message showing up, can we know how can we can merge the records.

Note : We did verify the system settings and Operation permission and all the permissions has been provided

 

Regards,

Mayan

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Hello Amritha,

 

The issue was resolved in terms of a support case. Please do not hesitate to contact Technical Support if you face any issues like that.

 

Thank you!

 

Best regards,

Bogdan S.

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Trying to run an Excel Report, for Leads, with the "include all columns" checkbox enabled.  When run, get this error:

Object reference not set to an instance of an object.

 

In the f12 console of the browser, I see this:

"The Id column is not declared in the ViewModel of the menu item"

 

Thoughts?

 

Thanks!

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Hello Chris,



This message doesn’t mean that something is broken or works in the wrong way.

It doesn’t influence the system's performance at all.



According to the information from our development team, this message appears in the Console due to the existing part of a code that was modified and currently is out of use.

It is shown to our developers as a reminder that adjustments are to be done.



Best regards,

Bogdan

Bogdan,

 

Thanks, but what about the error that prevents us from running the report:

 

Object reference not set to an instance of an object.

 

Thanks!

 

Chris

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Hi,

Auto-populating some fields doesn't work for NON-Supervisor users. We investigated the features (Screenshot 1) and if they are enabled for All employees (Screenshot 2) and even after that, the feature "PopulateBusinessRuleAction" still is not enabled (Screenshot 3).

 

What can be the root cause?

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Hi Kavian, 



Regarding the feature state: 

It is needed to re-log in after changing the feature state for changes to take place. Have you re-loged in before checking the value the second time? 



As for the issue with the business rules, The support request you've opened (#SR-01019131) is still open and we're waiting for your input to proceed with the investigation. 



Best regards,

Yurii. 

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<>

 

Hi All,

 

Facing this issue whenever we add a custom lookup field (could have/not have default value) in our dev instance and deploy it as package to Test instance. The section objects restricts the creation of record and thus throwing this error message as attached here. Once we re-publish the object, the data reference error is no more. But ideally when we move any package from dev to QA, this publish is literally adding few schemas to the folder which is not the correct way.

An additional observation is this occurs only when we receive "DataStreamError" while updating package from SourceTree.

So kindly suggest on how to handle this. 

 

We use SourceTree and Azure Devops Repositoy to push our code.

 

Package version - 7.18.0.1350_SalesEnterprise_Marketing_ServiceEnterprise_Linux_Softkey_PostgreSQL_ENU_NetCore.zip

Platform - DotNetCore

Database - PostGres

OS  - Windows

 

Appreciate your input.

 

Thanks

Anupama

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Hi Anupama,

 

DataStreamError can be a result of a connection loss between the app and repository and as a result not all the changes are being transferred. Can you please specify what happens if you export the package from the dev-app and import it to the target app using standard package export\import?

 

Best regards,

Oscar

Oscar Dylan,

 

Yes, even when we do standard Package import, receiving the data stream error. Basically in two scenarios we are experiencing this:

1. While updating package from SourceTree 

2. While installing a plugin

 

Anupama,

 

Please provide us with the detailed step-by-step instruction on how can we reproduce the same issue in the local app and we will check it.

 

Best regards,

Oscar

 Oscar Dylan,

 

It is reproducible in two scenarios:

  1. When we deploy and update package in a new instance/environment-
    1. we use Git and SourceTree for source control.  when we clone the repository and update the package, we get the attached error<StreamError.jpg>.
  2. While installing any marketplace plugin in existing instance
    1. installation fails and in the error log the same error message is captured

      <<uploaded the error logs in the main section>>

 

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This is sort of two questions but they're along the same lines. First of all, how do I add custom columns so that they show up in global search. I've figured out how to add columns to it by making a replacing schema for the xSearchRowSchema but whenever I add custom columns they don't show up.

 

Secondly, how to I go about adding a xSearchRowSchema for a custom object?

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Hello Dominic,

 

It is actually simpler to do so.

You need to set the column as indexed in the object settings then save and publish the object.

After that you will be able to search for the column's value in the global search!

 

As for searching for objects I do not quite get what you mean. Could you please elaborate on this? Do you want to be able to search the objects themselves or just the records of objects?

 

Best regards,

Max.

 

Max,

So what I mean is that I'd like to show certain columns when I search something in the global search. Below is the custom object quote line but it only shows the quote id and the object that it belongs to. I'd like it to show more columns like it does when I search an account in global search as also shown below.

Like I said before I am able to add some columns to the account but only pre existing columns that came with base Creatio. So far I have been unable to add custom columns to this.

Dominic Fier,

 

There is no option to modify the global search results columns. It can only be done with the help of development. For example, if we are talking about basic sections, the required columns should be included in the diff section of the 'Object'SearchRowSchema of the Custom package. You can find some common topics on Creatio Community:

If you need a specific consultation on the implementation of your custom logic, you can request this as part of a consultation service from your Success Manager.



The idea has already been registered for the R&D team to implement the possibility of the global search result view customization.

 

 

As for your question about adding custom columns to global search results. you can refer to my previous reply.

 

What you need to do is add a custom column. And check the "Indexed" column.

 

Then save and publish the object.

 

After that add the column to the page in section wizard and populate it.

 

 

Then you can search for this value in the global search.

 

Best regards,

Max.

Adding custom objects to the global search can easily be done with clicking the Indexing for full-text search checkbox on the section wizard

https://i.imgur.com/IblfqJ4.png

 

Chani Karel,


Do you have any idea how to do the same thing for details not section objects?

 

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