Sanae ADRAR,

You can include the stage number in the displayed columns and click on stage number column to sort it

KrishnaPrasad,

Okay found it. Thank you !!!

Hello Nageswara,

Creatio platform doesn't allow to create HTML pages inside of it, however if you want to add the website reference into the Creatio app you can either use the "Website" dashboard (described here) or imbed your website using IFrames (described here).

Best regards,

Oscar

Oscar

Thank you.

Well the process created me an activity name "Open Order", but it did not open the order.

How can i directly open the order with the process ?

LÉZORAY Nicolas,

Remove checkBox from "Run following elements in the background" on your start 

Hello Jordan,

There should be two different schemas for these two details that are using the same object. To achieve your task you need to add this method two both your details schemas:

methods: {

            save: function() {

                this.callParent(arguments);

                this.setInteger();

            },

            setInteger: function() {

            this.set("UsrInteger1", 2);

            }

        },

and replace UsrInteger1 with the name of your integer column from the object and specify the value of 1 or 2 in this part

this.set("UsrInteger1", 2);

for each detail schema separately. As a result, each time you add the file to each detail your integer column will be populated with the correct integer value.

Best regards,

Oscar

The following article on Academy describes how to add a new duplication rule:

https://academy.creatio.com/documents/base/7-15/duplicate-search-rules

The duplication rule is created for a custom section as well. Just make sure that  the [Indexing for full-text search] checkbox is selected in sections properties - https://i.imgur.com/9fgFFAQ.png

Alina Kazmirchuk,

Hi,

I want to create duplicate rules for a custom object that is not a section. For example, I have a detail on the project section for participating schools, I want the records there to be unique, meaning, accountID+projectId should be unique.

How can I acheive that?

Thanks!

Hi Chani,

Were you able to create duplicate search rule for details?

Thank you

Hello Sanae, 

There are no basic tools and features to realize your business task on a clean install of a standard Creatio product. It can be done only by means of development and customization, but unfortunately, we do not have any examples of its implementation.

Kind regards, 

Olga. 

Olga Avis,

Thank you for your reply. Have a nice day.

Sanae ADRAR,

If your client uses chrome only (no mobile app), I suggest that you find a voice recorder/transcriber extension that allows you to put the transcripted text in the [Note] text area.

Thank you

Mohamed

Here we go: https://marketplace.creatio.com/app/voice-data-entry-creatio

Mohamed Ouederni,

Thank you Mohamed!! I see that we can use it only with chrome. my client uses IE and the mobile but I will try it anyway. 

Thank you again.

Sanae ADRAR,

Hello, did you find a solution for mobile app?

Mykhailo Kniaziev,

There is no such functionality yet, but I will assign your case to this project to increase its priority.  

As I understood, you want to open a pre-configured page to select a value instead of the lookup page. Please correct me if I am wrong. 

I suppose you can just create a new lookup with needed fields. That allows you to use the out-of-the box functionality without additional development. Please see the article on Academy:

 https://academy.creatio.com/documents/administration/7-15/creating-and-registering-lookups

Could you please clarify your business task? Why the lookup page is not appropriate for you?

However you can take a look at the LookupUtilitiesV2 schema and investigate how the open method works - https://prnt.sc/rhlzfr .

Alina Kazmirchuk,

Dear Alina, The use case is to get multiple values to be assigned for the records instead of just one. Ex., For the selected records would like to setup the owner and also the due date. So if we are able to open up a page which has a date and owner lookup field. Then using that page, the date and owner can be read and updated into each of the records. Hope it is clear now?

Thanks a lot Alina. This will work. Will try it out and let you know.

Ganesh Babu,

Thank you so much for explanation. I can recommend you to use the inputBox for that.

There is an example how to open the inputBox with Account and Contact lookup fields. Add code below into methods section and bind openInputBox method.

Please see the result here -> https://prnt.sc/rhntk5

openInputBox: function() {
 
    this.set("UsrContactCollection", new Terrasoft.Collection());
 
    this.set("UsrAccountCollection", new Terrasoft.Collection());
 
    this.set("UsrContact", null);
 
    this.set("UsrAccount", null);
 
    var controls = {
 
        "UsrContact": {
 
            dataValueType: Terrasoft.DataValueType.ENUM,
 
            isRequired: true,
 
            caption: resources.localizableStrings.UsrContactCaption,
 
            value: {
 
                bindTo: "UsrContact"
 
            },
 
            customConfig: {
 
                tag: "Contact",
 
                list: {
 
                    bindTo: "UsrContactCollection"
 
                },
 
                prepareList: {
 
                    bindTo: "getCollectionValues"
 
                },
 
                loadNextPage: {
 
                    bindTo: "loadCollectionNextPage"
 
                }
 
            }
 
        },
 
        "UsrAccount": {
 
            dataValueType: Terrasoft.DataValueType.ENUM,
 
            isRequired: true,
 
            caption: resources.localizableStrings.UsrAccountCaption,
 
            value: {
 
                bindTo: "UsrAccount"
 
            },
 
            customConfig: {
 
                tag: "Account",
 
                list: {
 
                    bindTo: "UsrAccountCollection"
 
                },
 
                prepareList: {
 
                    bindTo: "getCollectionValues"
 
                },
 
                loadNextPage: {
 
                    bindTo: "loadCollectionNextPage"
 
                }
 
            }
 
        }
 
    };
 
    Terrasoft.utils.inputBox(resources.localizableStrings.UsrInputBoxCaption,
 
        this.openInputBoxHandler,
 
        [Terrasoft.MessageBoxButtons.OK, Terrasoft.MessageBoxButtons.CANCEL],
 
        this,
 
        controls
 
    );
 
    Terrasoft.each(Terrasoft.MessageBox.controlArray, function(item) {
 
        item.control.bind(this);
 
    }, this);
 
},
 
getCollectionValues: function(filter, list, tag) {
 
    if (Ext.isEmpty(list)) {
 
        return;
 
    }
 
    list.clear();
 
    var esq = Ext.create("Terrasoft.EntitySchemaQuery", {
 
        rootSchemaName: tag,
 
        isPageable: true,
 
        rowCount: 20
 
    });
 
    this.buildCollectionQuery(esq, list, filter, tag);
 
 
},
 
loadCollectionNextPage: function(listParams, tag) {
 
    if (!this.get("CanLoadMore" + tag)) {
 
        return;
 
    }
 
    var esq = Ext.create("Terrasoft.EntitySchemaQuery", {
 
        rootSchemaName: tag,
 
        isPageable: true,
 
        rowCount: 20,
 
        rowsOffset: listParams.listView.collectionItemsCount
 
    });
 
    this.buildCollectionQuery(esq, listParams.list, listParams.filterValue, tag);
 
},
 
 
buildCollectionQuery: function(esq, list, filter, tag) {
 
    esq.addMacrosColumn(Terrasoft.QueryMacrosType.PRIMARY_COLUMN, "value");
 
    var orderColumn = esq.addMacrosColumn(Terrasoft.QueryMacrosType.PRIMARY_DISPLAY_COLUMN, "displayValue");
 
    orderColumn.orderDirection = Terrasoft.OrderDirection.ASC;
 
    esq.filters.addItem(esq.createPrimaryDisplayColumnFilterWithParameter(
 
        Terrasoft.ComparisonType.START_WITH, filter, Terrasoft.DataValueType.TEXT));
 
    esq.getEntityCollection(function(response) {
 
        if (response && response.success) {
 
            var preObject = {};
 
            response.collection.each(function(item) {
 
                preObject[item.get("value")] = item.values;
 
            }, this);
 
            list.loadAll(preObject);
 
            this.set("CanLoadMore" + tag, response.collection.getCount() === 20);
 
        }
 
    }, this);
 
},
 
 
 
openInputBoxHandler: function(returnCode, controlData) {
 
    if (Terrasoft.MessageBoxButtons.OK.returnCode === returnCode) {
 
        // TODO: your code here
 
    }
 
}

Alina Kazmirchuk,

Thank you for the code Alina. Even I have this requirement for our customer.

I tried with this code, it says issue with Resources.

Whats is the dependency to be mentioned in dependencies for 

resources.localizableStrings

UsrContact /UsrAccount is Entity Column name Or Its a Attribute?

It would help us if you provide us with the full code with instructions.

 

Thank you in advance

Sriraksha

Sriraksha KS,

1. The schema resources should be added to the dependencies. For example:

define("ActivitySectionV2", ["ConfigurationConstants", "ActivitySectionV2Resources"],

    function(ConfigurationConstants, resources) {...}

2. UsrContact /UsrAccount  fields are just attributes of inputBox page. They are not presented in the database.

Please feel free to see the full example below:

define("ActivitySectionV2", ["ConfigurationConstants", "ActivitySectionV2Resources"],
    function(ConfigurationConstants, resources) {
        return {
            // Section schema name.
            entitySchemaName: "Activity",
            // Section view model methods.
            methods: {
                // Defines if the menu option is enabled. 
                isCustomActionEnabled: function() {
                    // Attempt to receive the selected record indentifier array
                    var selectedRows = this.get("SelectedRows");
                    // If the array contains some elements (at least one of the records is selected from the list),
                    // it returns true, otherwise — false.
                    return selectedRows ? (selectedRows.length > 0) : false;
                },
 
                openInputBox: function() {
				    this.set("UsrContactCollection", new Terrasoft.Collection());
				    this.set("UsrAccountCollection", new Terrasoft.Collection());
				    this.set("UsrContact", null);
				    this.set("UsrAccount", null);
				    var controls = {
				        "UsrContact": {
				            dataValueType: Terrasoft.DataValueType.ENUM,
				            isRequired: true,
				            caption: resources.localizableStrings.UsrContactCaption,
				            value: {
				                bindTo: "UsrContact"
				            },
				            customConfig: {
				                tag: "Contact",
				                list: {
				                    bindTo: "UsrContactCollection"
				                },
				                prepareList: {
				                    bindTo: "getCollectionValues"
				                },
				                loadNextPage: {
				                    bindTo: "loadCollectionNextPage"
				                }
				            }
				        },
				        "UsrAccount": {
				            dataValueType: Terrasoft.DataValueType.ENUM,
				            isRequired: true,
				            caption: resources.localizableStrings.UsrAccountCaption,
				            value: {
				                bindTo: "UsrAccount"
				            },
				            customConfig: {
				                tag: "Account",
				                list: {
				                    bindTo: "UsrAccountCollection"
				                },
				                prepareList: {
				                    bindTo: "getCollectionValues"
				                },
				                loadNextPage: {
				                    bindTo: "loadCollectionNextPage"
				                }
				            }
				        }
				    };
 
				    Terrasoft.utils.inputBox(resources.localizableStrings.UsrInputBoxCaption,
			        this.openInputBoxHandler,
			        [Terrasoft.MessageBoxButtons.OK, Terrasoft.MessageBoxButtons.CANCEL],
			        this,
			        controls
			    );
			    Terrasoft.each(Terrasoft.MessageBox.controlArray, function(item) {
			        item.control.bind(this);
			    }, this);
			},
 
 
			getCollectionValues: function(filter, list, tag) {
			    if (Ext.isEmpty(list)) {
			        return;
			    }
			    list.clear();
			    var esq = Ext.create("Terrasoft.EntitySchemaQuery", {
			        rootSchemaName: tag,
			        isPageable: true,
			        rowCount: 20
			    });
			    this.buildCollectionQuery(esq, list, filter, tag);
			},
 
 
			loadCollectionNextPage: function(listParams, tag) {
			    if (!this.get("CanLoadMore" + tag)) {
			        return;
			    }
			    var esq = Ext.create("Terrasoft.EntitySchemaQuery", {
			        rootSchemaName: tag,
			        isPageable: true,
			        rowCount: 20,
			        rowsOffset: listParams.listView.collectionItemsCount
			    });
			    this.buildCollectionQuery(esq, listParams.list, listParams.filterValue, tag);
			},
 
			buildCollectionQuery: function(esq, list, filter, tag) {
			    esq.addMacrosColumn(Terrasoft.QueryMacrosType.PRIMARY_COLUMN, "value");
			    var orderColumn = esq.addMacrosColumn(Terrasoft.QueryMacrosType.PRIMARY_DISPLAY_COLUMN, "displayValue");
			    orderColumn.orderDirection = Terrasoft.OrderDirection.ASC;
			    esq.filters.addItem(esq.createPrimaryDisplayColumnFilterWithParameter(
			        Terrasoft.ComparisonType.START_WITH, filter, Terrasoft.DataValueType.TEXT));
			    esq.getEntityCollection(function(response) {
			        if (response && response.success) {
			            var preObject = {};
			            response.collection.each(function(item) {
			                preObject[item.get("value")] = item.values;
			            }, this);
			            list.loadAll(preObject);
			            this.set("CanLoadMore" + tag, response.collection.getCount() === 20);
			        }
			    }, this);
			},
 
		openInputBoxHandler: function(returnCode, controlData) {
			    if (Terrasoft.MessageBoxButtons.OK.returnCode === returnCode) {
			    	console.log("it works");
                    const activeRowId = controlData.UsrContact.value.value;
			    	  // Receiving of the selected record identifier array. 
                    var selectedRows = this.get("SelectedRows");
                    // The procession starts if at least one record is selected from the list and the owner is selected 
                    // in the lookup.
                    if ((selectedRows.length > 0)) {
                        // Creation of the batch query class instance.
                        var batchQuery = this.Ext.create("Terrasoft.BatchQuery");
                        // Update of each selected record.
                        selectedRows.forEach(function(selectedRowId) {
                            // Creation of the UpdateQuery class instance with the Activity root schema.
                            var update = this.Ext.create("Terrasoft.UpdateQuery", {
                                rootSchemaName: "Activity"
                            });
                            // Applying filter to determine the record for update. 
                            update.enablePrimaryColumnFilter(selectedRowId);
                            // The [Owner] column is populated with the value that equals to
                            // the lookup selected contact id.
                            update.setParameterValue("Owner", activeRowId, this.Terrasoft.DataValueType.GUID);
                            // Adding a record update query to the batch query. 
                            batchQuery.add(update);
                        }, this);
                        // Batch query to the server.
                        batchQuery.execute(function() {
                            // Record list update.
                            this.reloadGridData();
                        }, this);
                    }
			        // TODO: your code here
			    }
			},
 
                // Overriding the base virtual method, returning the section action collection. 
                getSectionActions: function() {
                    // Calling of the parent method implementation, 
                    // returning the initialized section action collection.
                    var actionMenuItems = this.callParent(arguments);
                    // Adding separator line.
                    actionMenuItems.addItem(this.getButtonMenuItem({
                        Type: "Terrasoft.MenuSeparator",
                        Caption: ""
                    }));
                    // Adding a menu option to the section action list.
                    actionMenuItems.addItem(this.getButtonMenuItem({
                        // Binding the menu option title to the localized schema string.
                        "Caption": { bindTo: "Resources.Strings.SetOwnerCaption" },
                        // Binding of the action handler method.
                        "Click": { bindTo: "openInputBox" },
                        // Binding the menu option enable property to the value that returns the isCustomActionEnabled method.
                        "Enabled": { bindTo: "isCustomActionEnabled" },
                        // Multiselection mode enabling.
                        "IsEnabledForSelectedAll": true
                    }));
                    // Returning of the added section action collection.
                    return actionMenuItems;
                }
            }
        };
    });

Alina Kazmirchuk,

Thank you Alina, Will try this out. 

Regards,

Sriraksha

Alina Kazmirchuk,

Thank you for the solution. I have a doubt, In select rows, it returns only Id, Is there a way where i can take Name?

isCustomActionEnabled: function() {
                    // Attempt to receive the selected record indentifier array
                    var selectedRows = this.get("SelectedRows");
                    // If the array contains some elements (at least one of the records is selected from the list),
                    // it returns true, otherwise — false.
                    return selectedRows ? (selectedRows.length > 0) : false;
                },

Please help on this, i tried using ESQ , even though i got record using, i was not able to use it in next code in Section. If it was in Page i would have used Attribute . but, here I am stuck .

Please help.

openInputBoxHandler: function(returnCode, controlData) {

                if (Terrasoft.MessageBoxButtons.OK.returnCode === returnCode) {

                    const activeRowId = controlData.UsrContact.value.value;

                      

                    var selectedRows = this.get("SelectedRows");

                    this.set("AccName", null);

                    if ((selectedRows.length > 0)) {

                      

                        var batchQuery = this.Ext.create("Terrasoft.BatchQuery");

                       

                        selectedRows.forEach(function(selectedRowId) {

                            

                           /* var esq = Ext.create("Terrasoft.EntitySchemaQuery", {

                                        rootSchemaName: "Account"

                                    });

                            esq.addColumn("Id");

                            esq.addColumn("Name" );

                            var esqFirstFilter = esq.createColumnFilterWithParameter(Terrasoft.ComparisonType.EQUAL, 

                            "Id", selectedRowId );   

                            esq.filters.add("esqFirstFilter", esqFirstFilter);

                            var e = esq.getEntityCollection();

                            esq.getEntityCollection(function (result) {

                            if (result.success) {

                                result.collection.each(function (item) {

                                this.set("AccName",item.get("Name"));

                                });

                                

                            }

                            this.showInformationDialog("Data query error");

                            }, this);*/

                            var insert = Ext.create("Terrasoft.InsertQuery", {

                            rootSchemaName: "Activity"

                            });

                        

                            insert.setParameterValue("Title", "Visit Account "  , Terrasoft.DataValueType.TEXT);

                            insert.setParameterValue("StartDate", new Date(),

                                Terrasoft.DataValueType.DATE);

                            insert.setParameterValue("DueDate", controlData.UsrDueDate.value,

                                Terrasoft.DataValueType.DATE);

                            insert.setParameterValue("ActivityCategory", "F51C4643-58E6-DF11-971B-001D60E938C6",

                                Terrasoft.DataValueType.GUID);

                            insert.setParameterValue("Status", "384D4B84-58E6-DF11-971B-001D60E938C6",

                                Terrasoft.DataValueType.GUID);

                            insert.setParameterValue("Owner", activeRowId,

                                Terrasoft.DataValueType.GUID);

                            insert.setParameterValue("Account", selectedRowId,

                                Terrasoft.DataValueType.GUID);

                                

                                batchQuery.add(insert);

                            

                        }, this);

                        

                        //batchQuery.execute();

                        batchQuery.execute(function() {

                            this.reloadGridData();

                        }, this);

                        

                        

                        

                    }

                }

                },

                

                

Alina Kazmirchuk,

Can the controls in the openInputBox be disabled? What is the property used for it.

I used "enabled : false"

 "UsrQuestion": {

                            dataValueType: Terrasoft.DataValueType.TEXT,

                            isRequired: true,

                            caption: resources.localizableStrings.UsrQuestionCaption,

                            value: {

                                bindTo: "UsrQuestion",

                                enabled: false

                            },

                        }

But dint work. Can you please help .

Alina Kazmirchuk,

How can we apply filter in 

 "UsrContact": {
 
            dataValueType: Terrasoft.DataValueType.ENUM,
 
            isRequired: true,
 
            caption: resources.localizableStrings.UsrContactCaption,
 
            value: {
 
                bindTo: "UsrContact"
 
            },
 
            customConfig: {
 
                tag: "Contact",
 
                list: {
 
                    bindTo: "UsrContactCollection"
 
                },
 
                prepareList: {
 
                    bindTo: "getCollectionValues"
 
                },
 
                loadNextPage: {
 
                    bindTo: "loadCollectionNextPage"
 
                }
 
            }
 
        },
  say I want to filter only customer type contacts.

Please help how to pass filter attribute here. 

Thanks,

Sriraksha

Dear Shailey,

There is no such functionality that allows to calculate the user's efficiency. You can use the activities for any days. For example, if a customer center user works with cases, he can set the activity with the completed status where start date and due date is the actual time spent to process this case. I case a user spends 1 hour for a ticket - he sets the 1 hour activity.

Another workaround is to use SysUserSession table to see how much time a user was logged in and use this data in the efficiency estimation.  You will be able to see how many days the user was logged in and compare it with the overall business days amount in your targets. 

Other than that, the there is no default tool to calculate this data.

Regards,

Dean

Hello Nicolas,

To see the column you need in advanced filtration of accounts section you need to have connection between accounts section and you custom section (please double-check if you have this accountId field in your custom object). Secondly if you still doesn't see your custom object - you need to generate source code for all items and compile all items and try building a filter after that. And finally please try using not object name from configurations, but object title (https://prnt.sc/rdqzql) when building your filter.

If it won't help please email us at support@creatio.com and provide us with external access to the application (and also provide us with the link to this applicaiton) with access to data and configurations (and also with the name of your UsrObject) so we could take a look at all settings.

Best regards,

Oscar

Hello Oscar,

i have compiled all the elements and it works !

i can find my object in the advanced filters

Thank you Oscar !

Hi Kavian,

theres something in the market palce we have used and works fine:

https://marketplace.creatio.com/app/opportunity-printables-filtering-ro…

rgds,

Luis

Luis Tinoco Azevedo,

Thanks, I will check it out

Hello,

You can simply activate records permissions for "Printable" object and specify read access rights for printables created by system administrators for each printable record separately. Once you activate records rights for printables you will get SysModuleReportRight table created in the database where you need to modify access rights for printables.

Best regards,

Oscar

Oscar Dylan,

Hi Oscar, is this valid for all objects? Can the same logic be applied to processes for example?

Cheers,

Luis

Luis Tinoco Azevedo,

Hello Luis,

As for business processes, we do not recommend changing access rights that are set by default in "Object permissions" section since processes are supposed to be accessed by all system users meaning that all system users can launch processes based on processes start signals. You can use "Operations permissions" section so to manage access level to business processes execution or management (operation permissions with "

CanManageProcessDesign", "CanRunBusinessProcesses" codes) or modify start signals of processes so to prevent processes execution for records that are not supposed to trigger processes.

Best regards,

Oscar

Oscar Dylan,

Hi Oscar,

When you say "modify access rights for printables" do you mean directly via sql or through another way?

Thanks,

Raz

Luis Tinoco Azevedo,

Hi, 

I see it is only for opportunities, is there something else for orders?

Oscar Dylan,

Hi, 

what do you mean when you say "modify access rights for printables", Can you give more details?

Thanks