Hello Creatio lovers :-)

 

I have defined to test two products with their price in different currencies (USD and CLP, represented in Chile as (USD as USD and CLP as $)

 

When I did an Opportunity, using products with prices in the defined currencies "Detail summaries for Creatio add-on" sums USD with CLP totals as the same rate,  how can I solve it?

 

Please see at http://prntscr.com/sl6l5m

 

Have I way to solve this?, "Detail summaries" offers just Total/Sum, see at http://prntscr.com/sl6ms2 and have not what in Marketplace offers, selecting base currency, for example, how can I activate this? Please see at https://marketplace.creatio.com/sites/marketplace/files/maketplace/sc2_detail_sum.png

 

Also, Creatio calculates wrong the Opportunity Total, how can we correct this? Please see at http://prntscr.com/sl6umo

 

Thanks in advance

 

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3 comments

Hello Julio,

 

you need to customize a multi-currency field for the Total column in the 'Opportunity product' detail. A multi-currency field will allow you to use detail summaries in a similar way as for Orders.

 

Hello Irina, thanks, but I have no a "multi-currency field" on my opportunity detail, could you, please, explain me with more details as we can solve this?

Hello Julio,



To set up the multi-currency field, use the following Development Guide instruction: https://academy.creatio.com/documents/technic-sdk/7-16/how-add-multi-currency-field

Hope it helps.

Have a good forthcoming weekend!

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Question

I am getting this on 7.15.2 when I try to compile after updating the package.

I have .net 4.8 installed on that iis server.

 

2020-05-15 16:16:08,286 [220] ERROR IIS APPPOOL\test-bpm.tmf.org Build BuildInternal - An error occured while running dotnet cli

System.ComponentModel.Win32Exception (0x80004005): The system cannot find the file specified

   at System.Diagnostics.Process.StartWithCreateProcess(ProcessStartInfo startInfo)

   at Terrasoft.Core.Compilation.ProjectBuilder.BuildInternal(String projectFilePath, String tempPath, BuildCommandParameters parameters)

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Hi,

 

This issue occurs when .NET Core SDK 2.2.300 is not installed on the server. After it is installed restore the server and try to compile site again. Make sure that all components are installed before installing Creatio: https://academy.creatio.com/documents/administration/7-15/installing-creatio#XREF_45275_bpm_online_on_site

 

Best regards,

Angela

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Hi,

I am getting an issue while setup an excel report add on in development instance.

I installed the package from the market place. The package URL is as follows:



Package  URL : https://marketplace.creatio.com/app/excel-reports-builder-creatio



I am following all steps mentioned in the reference document as given below.

 

image.png



But the added Section is not displaying in the workstation.



Please help to fix this issue.

 

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3 comments

Hi,

 

first, logout and login to the application again. If the issue persists, try to add first any basic section to the workplace and after that the 'Excel reports' section. 

Same issue - did you get this resolved?

Hi Julian,

 

Unfortunately, we couldn't reproduce the issue on the base product to submit it to the responsible team. Please provide any additional details to reproduce this issue.

Note that after successful add-on installation you need to logout and login to the Creatio again. It helps to apply all changes from the package.

 

Thank you.

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Hi ,

 

I need help in changing Period Filter in Invoice Section and add Current Quarter ,Current Year in the dropdown.

 

Thank you.

File attachments
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Dear Sushma,

 

In order to implement the required functionality please do the following:

1. Add a module that would be exactly the same as FixedFilterViewV2 (copy all the code except the name in define, localizable strings and images), e.g. UsrFixedFilterViewV2 https://prnt.sc/shwown .

 

2. In this module, modify the “getPeriodFixedButtonsViewConfig” function by adding the following code https://prnt.sc/shwpwh :

 

                    // new menu items

                    {

                    className: "Terrasoft.MenuItem",

                    caption: usrResources.localizableStrings.CurrentQuarter,

                    click: {bindTo: "setPeriod"},

                    tag: filterName + "_CurrentQuarter"

                },  {

                    className: "Terrasoft.MenuItem",

                    caption: usrResources.localizableStrings.CurrentYear,

                    click: {bindTo: "setPeriod"},

                    tag: filterName + "_CurrentYear"

                }]

                                                                         

3. Add a module that would be exactly the same as FixedFilterViewModelV2 (copy all the code except the name in define, localizable strings and images), e.g. UsrFixedFilterViewModelV2 https://prnt.sc/shwtvn .

 

4. In this module, modify the “setPeriod” function by adding the following code https://prnt.sc/shwumk :

 

                case "CurrentQuarter":

                    startDate = Terrasoft.startOfQuarter(startDate);

                    dueDate = Terrasoft.endOfQuarter(startDate);

                    break;

                case "CurrentYear":

                    startDate = Terrasoft.startOfYear(startDate);

                    dueDate = Terrasoft.endOfYear(startDate);

                    break;

                                                         

5. Create a new module to override QuickFilterModuleV2 https://prnt.sc/shwwcg

 

define("UsrQuickFilterModuleV2", ["QuickFilterModuleV2"], function() {

        Ext.define("Terrasoft.UsrQuickFilterModuleV2", {

            override: "Terrasoft.QuickFilterModule",

           

            getDefaultModuleConfig: function() {

                return {

                    FixedFilters: {

                        viewConfigModuleName: "UsrFixedFilterViewV2",

                        viewModelConfigModuleName: "UsrFixedFilterViewModelV2",

                        configPropertyName: "fixedFilterConfig"

                    },

                    CustomFilters: {

                        viewConfigModuleName: "CustomFilterViewV2",

                        viewModelConfigModuleName: "CustomFilterViewModelV2",

                        configPropertyName: "customFilterConfig"

                    },

                    FolderFilters: {

                        viewConfigModuleName: "FolderFilterViewV2",

                        viewModelConfigModuleName: "FolderFilterViewModelV2",

                        configPropertyName: "folderFilterConfig"

                    },

                    TagFilters: {

                        viewConfigModuleName: "TagFilterViewGeneratorV2",

                        viewModelConfigModuleName: "TagFilterViewModelGeneratorV2",

                        configPropertyName: "tagFilterConfig"

                    }

                };

            }

        });

    }

);

 

6. Add a dependency in the “InvoiceSectionV2” schema to the overridden “UsrQuickFilterModuleV2” module https://prnt.sc/shwzto :

 

define("InvoiceSectionV2", ["UsrQuickFilterModuleV2"], function(){

               return {

                              "entitySchemaName": "Invoice"

               };           

});

 

 

Best regards,

Norton

Dear Sushma,

 

In order to implement the required functionality please do the following:

1. Add a module that would be exactly the same as FixedFilterViewV2 (copy all the code except the name in define, localizable strings and images), e.g. UsrFixedFilterViewV2 https://prnt.sc/shwown .

 

2. In this module, modify the “getPeriodFixedButtonsViewConfig” function by adding the following code https://prnt.sc/shwpwh :

 

                    // new menu items

                    {

                    className: "Terrasoft.MenuItem",

                    caption: usrResources.localizableStrings.CurrentQuarter,

                    click: {bindTo: "setPeriod"},

                    tag: filterName + "_CurrentQuarter"

                },  {

                    className: "Terrasoft.MenuItem",

                    caption: usrResources.localizableStrings.CurrentYear,

                    click: {bindTo: "setPeriod"},

                    tag: filterName + "_CurrentYear"

                }]

                                                                         

3. Add a module that would be exactly the same as FixedFilterViewModelV2 (copy all the code except the name in define, localizable strings and images), e.g. UsrFixedFilterViewModelV2 https://prnt.sc/shwtvn .

 

4. In this module, modify the “setPeriod” function by adding the following code https://prnt.sc/shwumk :

 

                case "CurrentQuarter":

                    startDate = Terrasoft.startOfQuarter(startDate);

                    dueDate = Terrasoft.endOfQuarter(startDate);

                    break;

                case "CurrentYear":

                    startDate = Terrasoft.startOfYear(startDate);

                    dueDate = Terrasoft.endOfYear(startDate);

                    break;

                                                         

5. Create a new module to override QuickFilterModuleV2 https://prnt.sc/shwwcg

 

define("UsrQuickFilterModuleV2", ["QuickFilterModuleV2"], function() {

        Ext.define("Terrasoft.UsrQuickFilterModuleV2", {

            override: "Terrasoft.QuickFilterModule",

           

            getDefaultModuleConfig: function() {

                return {

                    FixedFilters: {

                        viewConfigModuleName: "UsrFixedFilterViewV2",

                        viewModelConfigModuleName: "UsrFixedFilterViewModelV2",

                        configPropertyName: "fixedFilterConfig"

                    },

                    CustomFilters: {

                        viewConfigModuleName: "CustomFilterViewV2",

                        viewModelConfigModuleName: "CustomFilterViewModelV2",

                        configPropertyName: "customFilterConfig"

                    },

                    FolderFilters: {

                        viewConfigModuleName: "FolderFilterViewV2",

                        viewModelConfigModuleName: "FolderFilterViewModelV2",

                        configPropertyName: "folderFilterConfig"

                    },

                    TagFilters: {

                        viewConfigModuleName: "TagFilterViewGeneratorV2",

                        viewModelConfigModuleName: "TagFilterViewModelGeneratorV2",

                        configPropertyName: "tagFilterConfig"

                    }

                };

            }

        });

    }

);

 

6. Add a dependency in the “InvoiceSectionV2” schema to the overridden “UsrQuickFilterModuleV2” module https://prnt.sc/shwzto :

 

define("InvoiceSectionV2", ["UsrQuickFilterModuleV2"], function(){

               return {

                              "entitySchemaName": "Invoice"

               };           

});

 

 

Best regards,

Norton

Norton Lingard,

Thank you for detail steps along with Screenshots.

Hi guys, would this also work for filtering on dashboards? So would be a solution for custom fiscal year periods? 

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Terrasoft.Common.InvalidObjectStateException: Column FxdChatRefId value cannot be obtained because it has not been loaded.

   at Terrasoft.Core.Entities.EntityColumnValue.get_Value()

   at Terrasoft.Core.Entities.Entity.GetTypedColumnValue[TResult](String valueName)

   at Terrasoft.Configuration.FxdChatDepartment.get_FxdChatRefId()

   at Terrasoft.Core.Process.FxdChatProcessAutoIntegrationAddOrUpdateChatDepartmentMethodsWrapper.ScriptTask1Execute(ProcessExecutingContext context)

   at Terrasoft.Core.Process.ProcessScriptTask.InternalExecute(ProcessExecutingContext context)

   at Terrasoft.Core.Process.ProcessFlowElement.Execute(ProcessExecutingContext context)

 

I used to version "7.15.0.634", i don't understand the root cause.

 

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Hello Thanh, 



Please try to use "department.GetColumnValue("FxdChatRefId")" instead of "department.FxdChatRefId"

If it doesn't help, please replace "FetchPrimaryColumnFromDB" with "FetchFromDB".



Kind regards,

Roman

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Question

Dear mates,

We have integrate Asterisk with Creatio, it works fine.

However i would like to get the number of outgoing calls with a duration > 15 sec for each Creatio Users and for the current day.

I can not select contact.Current User in the select list. How can i do this metric ?

The contact is the call recipient. How can i only have the stat for the current user ?

 

thanks,

Nicolas

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1 comments
Best reply

i ve got it. if you take Call.ModifiedById then you can choose current user.

thank you

i ve got it. if you take Call.ModifiedById then you can choose current user.

thank you

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Hello,

 

I'm trying to deploy one dashboard from my local environment to a cloud one.

I just built a very simple dashboard to test the process and added the following data binding record to the package:

 

Object: Dashboard (which is over table SysDashboard)

Filters: Section that is equal to Dashboards AND Title starts with 'Something'.

Key: Title and Section

No Forced update, since installatation type is Installation

 

Checking the bound data, this is only returning one record, which is what I want: the new Dashboard I have created.

 

I used this composite key since the Section Id is the same in both environments and I can't just use Id, as I plan to update a few existing Dashboards later, and their Id is different on both environments.

 

When importing the exported Package, it error with the following details:

2020-04-28 17:38:12,098 Installing data
2020-04-28 17:38:13,348 Error occurred while installing data "SysDashboard" in package "Base". UId 37e19c02-7e20-426f-af6b-7d6e84d3dcd4: Column Caption value cannot be obtained because it has not been loaded.
2020-04-28 17:38:13,364 Terrasoft.Common.InvalidObjectStateException: Column Caption value cannot be obtained because it has not been loaded.
   at Terrasoft.Core.Entities.EntityColumnValue.get_Value()
   at Terrasoft.Core.Entities.Entity.GetColumnValue(String valueName)
   at Terrasoft.Core.Packages.PackageInstallUtilities.GetSaveDataConditions(EntitySchema schema, PackageSchemaDataDescriptor dataDescriptor, Entity dataPackageEntity)
   at Terrasoft.Core.Packages.PackageInstallUtilities.SaveData(PackageSchemaDataDescriptor dataDescriptor, Stream dataStream, Func`5 prepareData, IDictionary`2 schemaLocalizableData, Boolean isAppInstalling)
   at Terrasoft.Core.Packages.PackageInstallUtilities.InstallSchemaData(PackageSchemaDataDescriptor dataDescriptor, Stream dataStream, Dictionary`2 schemaLocalizableData, Boolean isAppInstalling)
   at Terrasoft.Core.Packages.PackageInstallUtilities.InstallPackageSchemaData(PackageSchemaDataDescriptor dataDescriptor, Stream dataStream, Dictionary`2 schemaLocalizableData, Boolean isAppInstalling)
   at Terrasoft.Core.Packages.PackageInstallUtilities.InstallPackageSchemaData(IEnumerable`1 elements, IPackageContentProvider contentProvider, Boolean continueIfError, Boolean isAppInstalling)
2020-04-28 17:38:13,364 Error occured while performing operation on "SysDashboard" item, UId = 37e19c02-7e20-426f-af6b-7d6e84d3dcd4.
2020-04-28 17:38:13,364 Terrasoft.Common.InvalidObjectStateException: Column Caption value cannot be obtained because it has not been loaded.
   at Terrasoft.Core.Entities.EntityColumnValue.get_Value()
   at Terrasoft.Core.Entities.Entity.GetColumnValue(String valueName)
   at Terrasoft.Core.Packages.PackageInstallUtilities.GetSaveDataConditions(EntitySchema schema, PackageSchemaDataDescriptor dataDescriptor, Entity dataPackageEntity)
   at Terrasoft.Core.Packages.PackageInstallUtilities.SaveData(PackageSchemaDataDescriptor dataDescriptor, Stream dataStream, Func`5 prepareData, IDictionary`2 schemaLocalizableData, Boolean isAppInstalling)
   at Terrasoft.Core.Packages.PackageInstallUtilities.InstallSchemaData(PackageSchemaDataDescriptor dataDescriptor, Stream dataStream, Dictionary`2 schemaLocalizableData, Boolean isAppInstalling)
   at Terrasoft.Core.Packages.PackageInstallUtilities.InstallPackageSchemaData(PackageSchemaDataDescriptor dataDescriptor, Stream dataStream, Dictionary`2 schemaLocalizableData, Boolean isAppInstalling)
   at Terrasoft.Core.Packages.PackageInstallUtilities.InstallPackageSchemaData(IEnumerable`1 elements, IPackageContentProvider contentProvider, Boolean continueIfError, Boolean isAppInstalling)
2020-04-28 17:38:13,426 Compiling configuration dll
2020-04-28 17:42:46,874 When application installed, an error(s) occured

 

Does anyone know how to fix this issue or have an alternative way of deploying dashboards from one environment to another?

 

Thanks,

Artur

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Hi Artur,



    The dashboard's data is stored in the SysDashboards for dashboards on analytics, 

and SysWidgetDashboard for dashboards in the section pages.

    You can transfer this data using data bindings or on the DB level (merge for existing on the target instance and insert for nonexisting).

    Data for folders, filters, and column setup is stored in the SysProfileData. You can transfer it similarly to the dashboard's data. 



    In case if you need more information on adding data bindings for the package, please see the article below: 

https://academy.bpmonline.com/documents/technic-sdkmp/7-13/binding-data-package 



Thank you!

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Dear mates,

I used to access object source code from advanced settings but since few weeks i can just open a window with readonly feature:

 

i can still access by the page designer but it is a longuer way to made development.

Does anyone know why i can not reach the source code from the advanced settings ?

thank you,

Nicolas

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Hello Nicolas,

 

There was no possibility to edit the source code of the object ever in the Creatio app using the object "Source code" option. The window with the source code is always opened in the read-only mode. The only thing that you can edit and save is the content of the "Modification package" tab of the object metadata.

 

Best regards,

Oscar

Hello Nicolas,

 

There was no possibility to edit the source code of the object ever in the Creatio app using the object "Source code" option. The window with the source code is always opened in the read-only mode. The only thing that you can edit and save is the content of the "Modification package" tab of the object metadata.

 

Best regards,

Oscar

Oscar Dylan,



Hello Oscar,

 

I apologize for disturbing you.

I was trying to access the orderpage by the order object... mistake.

Novice i am.

 

 

Have a nice day and thank you again

Best regards,

 

Nicolas

 


 

 

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We are getting the following error message when trying to use the plugin: 

The server encountered an error processing the request. The exception message is 'Owner field must be filled in'. See server logs for more details. The exception stack trace is:

at Terrasoft.Configuration.FileImport.FileImporter.ValidateColumnsMapping(ImportParameters parameters) at Terrasoft.Configuration.FileImport.FileImporter.Import(ImportParameters parameters) at Terrasoft.Configuration.WebFormHandler.HandleForm(FormData formData) at Terrasoft.Configuration.GeneratedWebFormService.GeneratedObjectWebFormService.SaveWebFormObjectData(FormData formData) at SyncInvokeSaveWebFormObjectData(Object , Object[] , Object[] ) at System.ServiceModel.Dispatcher.SyncMethodInvoker.Invoke(Object instance, Object[] inputs, Object[]& outputs) at System.ServiceModel.Dispatcher.DispatchOperationRuntime.InvokeBegin(MessageRpc& rpc) at System.ServiceModel.Dispatcher.ImmutableDispatchRuntime.ProcessMessage5(MessageRpc& rpc) at System.ServiceModel.Dispatcher.ImmutableDispatchRuntime.ProcessMessage11(MessageRpc& rpc) at System.ServiceModel.Dispatcher.MessageRpc.Process(Boolean isOperationContextSet)

[raw] => HTTP/1.1 400 Bad Request Cache-Control: private Content-Type: text/html Server: Microsoft-IIS/8.5 Set-Cookie: BPMSESSIONID=mqd0tpbejjhecrk5m5pz4fwy; path=/0; secure; HttpOnly Access-Control-Allow-Origin: * X-AspNet-Version: 4.0.30319 X-Powered-By: ASP.NET X-Frame-Options: SAMEORIGIN X-Content-Type-Options: nosniff Date: Mon, 20 Apr 2020 19:31:38 GMT Connection: close Content-Length: 2724
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Hi Teesha,



Could you please describe the steps to reproduce the issue?



Thank you.

Hi Bohdan Zdor,

 

I used these steps to set it up: http://agiliztech.com/2019/07/23/creatio-wordpress-landing-page-integration/ 

 

When I run a test, I receive the error above. 

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We have a PowerBI report connecting to Creatio through OData, with a data source refresh every day at 7am MST. Every single day, it fails with this message.

---------------------------------------------------------------------------------------------------------------

Failure details: The last refresh attempt failed because of an internal service error. This is usually a transient issue. If you try again later and still see this message, contact support.

{"error":{"code":"ModelRefresh_ShortMessage_ProcessingError","pbi.error":{"code":"ModelRefresh_ShortMessage_ProcessingError","parameters":{},"details":[{"code":"Message","detail":{"type":1,"value":"OData: Request failed: The maximum number of redirections allowed was reached. (Found)"}}],"exceptionCulprit":1}}} Table: KwlBusinessLineCollection.

Then our Administrator goes into PowerBI and resubmits the refresh manually, and it works.

----------------------------------------------------------------------------------------------------------------

Has anyone encountered this or know the cause?

Thanks,

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4 comments

Dear Heather, 

Please make sure that the flag LogSessionForSessionLessRequest is set to false in web.config in the root folder in installation files of your site. 

Dennis Hudson,

Is that something I have access to through the development console?

Heather,

 

If you have an on-site application you can find the web config file in the installation files. If you have a cloud application, you can request this information from the support team (support@creatio.com).

Heather,

 Did you manage to connect using Odata?

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