Yurily,

A system setting is the best place for something like that. Normally, I'd use a Modify Data element in the process to write it back, but in current versions of Creatio the lookup to add columns to update causes a client-side error so you're unable to select columns. 

However, you can set it with a script task. Let's assume your value is a string value and currently in a process parameter named "MyParameterValue". You'd add code something like this to read it from the parameter and set a system setting with a code of "UsrMySetting":

var val = Get<string>("MyParameterValue");
Terrasoft.Core.Configuration.SysSettings.SetValue(UserConnection, "UsrMySetting", val);
return true;

Ryan

Ryan Farley,

Thanks for your answer. The thing I don't understand is what "Yurily" means :)

Yuriy Konstantinov,

lol, sorry for the typo Yuriy!

Ryan Farley,

Hi Ryan,

I'm doing this, but for some reason the updated value is not on the System Setting if I see it by the System Settings, but If I ask it on a process I get the updated number.

I try to explain better, I create a System Setting variable, and init it with a number, in the process I update the value of the system setting and use it for some task, but when I come back to Creatio System setting and open the System setting is just like I define it, no change, but If I ask its value from a process it's updated.

I think is something related with cache or whatever, did you know what could be wrong?

For example, the following sub process is called in a "Read collection of records" loop.

In the first image you can see, I get the value of the System Setting called "Incidencias Detectadas - Correlativo Histórico" and add 1 and stores it in a local parameter.

The initial value in the System setting is 1

In the next step of the sub process I did something with the value, and in the third element of the sub process I update the system setting using the updated value in step 1. ie the old number + 1

It works OK, it's fine!, but when I came to System Setting, it shows me the initial number, ie: 1 and it must be 800 to my example,

You can see the value still is one, but If I read the value from a process, it gives to me the correct value. WHAT'S WRONG?

Thanks in advance

Julio Falcón

Hello Amritha,

You can try to take an example of code from OOB application. The schema name is BaseMessageHistoryItemPage that is placed in the Message package. The functionality is developed for the Case page and works in the following way - you just click on the picture that is placed in the Email or Portal message to enlarge it.

Best regards,

Bogdan S.

Hi Dick,

To create an activity with the 'Create Zoom meeting' editable attribute, add the relevant user in the "Contact" field on the "Zoom Contacts" detail of your Zoom account.

The add-on automatically adds data to the "Zoom contacts" detail and matches this data with Creatio contacts by email.

If you find an empty "Contact" field in the records of the "Zoom contacts" detail, populate such field manually.

Note that matching is performed for the user who creates the activity (using the "Created by" field).

Hope this helps, 

Have a good day!

Svetlana Kobizka,

Sorry by my Creatio user email for the Created To field of the activity IS the same as a Zoom Users Management->user listed as a "Basic" type of contact.  But Creatio activity form "Create Zoom Meeting" is always set to read only

Hi Dick,

Please confirm that you populate the 'Contact' field on the 'Zoom Account User' detail of your Zoom account:

Thank you!

S.Kobizka,

The Creatio Zoom section is filled in with all of the information.  Does the First name and last name have to exactly match a Zoom basic or licensed user?  How can I find the matching UserID in the Zoom app to verify

Hi Dick,

You need to open the ‘Zoom Account User’ detail of the record (see pic. 1) -> populate the ‘Contact’ field (see pic.2 ) -> and save the changes:

Picture 1

Picture 2

Hope this helps,

Have a good day!

Hi maher,

What errors do you see in the browser console?

Ryan

Ryan Farley,

Hello Ryan,

I get the below error:

Ryan thank you for your reply, i fixed it, i forgot to add the LookupMultiAddMixin string at the top of the schema.

In fact your article on customerfx made me realize my mistake. 

Regards,

Maher.

Stefano,

Please check this Academy Article. It contains detailed description of the Connected entity profile, its structure and the way it can be modified.

Please let me know if any additional information is required.

Best regards,

Bogdan

Can you give me an example Bogdan?

 

Stefano Bassoli,

Unfortunately, I was not able to find any ready-to-use examples but here is another Community Post that has pretty the same type of request and the recommendations on how to implement this kind of logic.

Best regards,

Bogdan

Hi Bogdan,

I was able to do the customization required.

I replaced the AccountProfileSchema and in the diff section I added the needed field

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