Hi Community,

 

I have made some dashboard but I want to share a link to my clients so that they can have a direct view of the dashboard I prepared through the link I shared with them.

 

Please help if there is any functionality in creatio with which dashboard url links can be shared to client for viewing the dashboards.

 

Thanks & Regards.

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Dear Akshit,

 

Unfortunately, there is no such functionality in the application. Please note that we have notified the development team about your request.

 

Best regards,

Norton

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Hello Community,

 

I'm testing different cases of using ML of type "Recommendation prediction" based on documentation https://academy.creatio.com/documents/administration/7-16/recommendatio….

 

Described solution is working on purchases of similar products data set. How to set model to learn prediction based on similar customers  purchases ?

 

Is there any description or example how to use advanced tool (Query metadata for selecting additional training data, Query for selecting additional training data) on this type of ML model (Recommendation) ?

 

Regards,

Marcin

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Marcin Kott,

 

Advanced parameters are merged with parameters that are formed by standard tools and as a result are formed one common set of parameters. Moreover, in the advanced settings, you can also specify additional filtering parameters.

 

For recommendation models, no "additional" parameters need to be passed, since the models are trained on transaction data, or any other interaction of the client with the product, for example, the product in the order. The model will not accept any other parameters.

 

Extended selection is needed for these models, for example, in order to combine data on purchases of goods and views of goods on the site. Then a selection is written that somehow aggregates this data, but as a result, it is necessary to still get a selection of the type - client, product, number.

 

In recommendation case in "inputs" tag i may add Id and eg. Account Country, Account Category ? - It is impossible to divide this way, since the selection should contain only Id (just an identifier)

user_id (a user)

item_id (something purchased by the user)

value

 

Finally, there are actually two options for recommendations – selection by standard tools or completely form it using a custom query.

 

Best regards,

Norton

Hi Marcin,



To set the model to learn prediction based on similar customers purchases you should add the following columns to the query:



Id (just an identifier)

user_id (a user)

item_id (something purchased by the user)

value (how much did the user purchase, but you can leave it 1 if it's important to see the fact of a purchase)



You should add those values to additional metadata as it is shown here:

https://academy.creatio.com/documents/technic-sdk/7-16/how-implement-custom-prediction-model

 

You can find more information regarding queries here:

https://academy.creatio.com/documents/technic-sdk/7-16/creating-data-queries-machine-learning-model?document=administration



Unfortunately, we don't have a separate article regarding this type of ML model (Recommendation).



Thank you.

Bohdan Zdor,

 

Thank You for explanation. To better understand this tool please clarify me some concerns:

 

 

Is this “advanced tools to add columns” overrides basic training data set resulting from “Recommendation dependency” query or this is additional data which are corellared with basic query ?

I mean .. “Query for selecting additional training data”, “Query metadata for selecting additional training data”.

 

I yes, then what is principle to building additional select ("new Select") to maintain relation between 2 queries (basic and advanced) ? Eg. that selected object should be the same (“Recommendation dependency” = "select .. From x"), what else ?

 

 

“Query metadata for selecting additional training data” – In posted documentation

https://academy.creatio.com/documents/technic-sdk/7-16/how-implement-custom-prediction-model?_ga=2.41994279.328510928.1596630980-1487324197.1596630446

additional columns are set:

 

{

    "inputs": [

        {

            Id

        },

        {

           attr1

        },

        {

           attr2

        }

    ],

    "output": {

        attr3

    }

}

In recommendation case in "inputs" tag i may add Id and eg. Account Country, Account Category ??

What I have to add then in "output" tag ?

 

In Your example I understood that as a input I have to add

Id -> Object Id

user_id -> Account Id

item_id -> Product Id

value  -> Quantity

when eg. Query data set is a “Product in Quote”, right ?

 

Regards,

Marcin

Marcin Kott,

 

Advanced parameters are merged with parameters that are formed by standard tools and as a result are formed one common set of parameters. Moreover, in the advanced settings, you can also specify additional filtering parameters.

 

For recommendation models, no "additional" parameters need to be passed, since the models are trained on transaction data, or any other interaction of the client with the product, for example, the product in the order. The model will not accept any other parameters.

 

Extended selection is needed for these models, for example, in order to combine data on purchases of goods and views of goods on the site. Then a selection is written that somehow aggregates this data, but as a result, it is necessary to still get a selection of the type - client, product, number.

 

In recommendation case in "inputs" tag i may add Id and eg. Account Country, Account Category ? - It is impossible to divide this way, since the selection should contain only Id (just an identifier)

user_id (a user)

item_id (something purchased by the user)

value

 

Finally, there are actually two options for recommendations – selection by standard tools or completely form it using a custom query.

 

Best regards,

Norton

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Hi Team,

 

I am attaching the screenshot of dashboard which I need to download in excel or pdf format.

The problem  I am facing is that when I take the screenshot the report (Top 10 passenger detail by spend) becomes blank. 

 

Please help me with this! 

 

Thanks & Regards.

 

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Hi Ankit,

 

Pivot tables were developed using angular in our system and connected to the app as custom element and use shadow dom for styles encapsulation. And the screenshot cannot be done because of the shadow dom. Screenshot is performed using html2canvas library and it has an issue on GitHub https://github.com/niklasvh/html2canvas/issues/430. We tried updating the html2canvas library to the latest version but the error still reproduces and we are now working on developing our own rendering. So as for now there is no workaround for this problem, but using third-party screenshot tools.

 

Best regards,

Oscar

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Hello,

How do we remove or disable the following menu items for a grid in detail area?

  • Select multiple records
  • Apply filter
  • Sort by(i.e. disable all sort options)

 

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Hi Allen, 

 

In order to remove "Select multiple records", "Apply filter", "Sort by" you can do the following: 

 

1. Create a replacing client module schema for the detail schema. Here is the article on how you can do it:



https://academy.creatio.com/documents/technic-sdk/7-16/creating-custom-…

 

2. In a replaced client schema, please override method addGridOperationsMenuItems as in the example below:

 

define("UsrSchemac2207388Detail", [], function() {
  return {
    entitySchemaName: "UsrPets",
    details: /SCHEMA_DETAILS*/{}/**SCHEMA_DETAILS*/,
    diff: /**SCHEMA_DIFF*/[]/**SCHEMA_DIFF*/,
    methods: {
      addGridOperationsMenuItems: function(toolsButtonMenu) {
        const switchGridModeMenuItem = this.getSwitchGridModeMenuItem();
        if (!switchGridModeMenuItem) {
          toolsButtonMenu.addItem(this.getButtonMenuSeparator());
          toolsButtonMenu.addItem(switchGridModeMenuItem);
        }
        const exportToExcelMenuItem = this.getExportToExcelFileMenuItem();
        if (exportToExcelMenuItem) {
          toolsButtonMenu.addItem(exportToExcelMenuItem);
        }
        const fileImportMenuItem = this.getDataImportMenuItem();
        if (fileImportMenuItem) {
          toolsButtonMenu.add("FileImportMenuItem", fileImportMenuItem);
        }
        Terrasoft.each([
          this.getGridSettingsMenuItem(),
          this.getRecordChangeLogMenuItem(),
          this.getObjectChangeLogSettingsMenuItem()
        ], function(buttonConfig) {
          if (buttonConfig) {
            toolsButtonMenu.addItem(this.getButtonMenuSeparator());
            toolsButtonMenu.addItem(buttonConfig);
          }
        }, this);
      },
    },
  };
});



If you want to do that in all details you can override BaseGridDetailV2 and override the method in the same way. 



Best regards, 

Anastasiia

Hi Allen, 

 

In order to remove "Select multiple records", "Apply filter", "Sort by" you can do the following: 

 

1. Create a replacing client module schema for the detail schema. Here is the article on how you can do it:



https://academy.creatio.com/documents/technic-sdk/7-16/creating-custom-…

 

2. In a replaced client schema, please override method addGridOperationsMenuItems as in the example below:

 

define("UsrSchemac2207388Detail", [], function() {
  return {
    entitySchemaName: "UsrPets",
    details: /SCHEMA_DETAILS*/{}/**SCHEMA_DETAILS*/,
    diff: /**SCHEMA_DIFF*/[]/**SCHEMA_DIFF*/,
    methods: {
      addGridOperationsMenuItems: function(toolsButtonMenu) {
        const switchGridModeMenuItem = this.getSwitchGridModeMenuItem();
        if (!switchGridModeMenuItem) {
          toolsButtonMenu.addItem(this.getButtonMenuSeparator());
          toolsButtonMenu.addItem(switchGridModeMenuItem);
        }
        const exportToExcelMenuItem = this.getExportToExcelFileMenuItem();
        if (exportToExcelMenuItem) {
          toolsButtonMenu.addItem(exportToExcelMenuItem);
        }
        const fileImportMenuItem = this.getDataImportMenuItem();
        if (fileImportMenuItem) {
          toolsButtonMenu.add("FileImportMenuItem", fileImportMenuItem);
        }
        Terrasoft.each([
          this.getGridSettingsMenuItem(),
          this.getRecordChangeLogMenuItem(),
          this.getObjectChangeLogSettingsMenuItem()
        ], function(buttonConfig) {
          if (buttonConfig) {
            toolsButtonMenu.addItem(this.getButtonMenuSeparator());
            toolsButtonMenu.addItem(buttonConfig);
          }
        }, this);
      },
    },
  };
});



If you want to do that in all details you can override BaseGridDetailV2 and override the method in the same way. 



Best regards, 

Anastasiia

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I have a fault tolerant installation on-premise where there are 3 nodes running Creatio. Is there a way of configuring node-specific system setting? In other words, is there a way to have different values for different nodes for the same system setting?

 

Thanks in advance...

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Hello,

 

Such an option is not available for fault-tolerant installation. 

Fault-tolerant architecture implies that when one node fails, users will be able to work with the neighbouring one. If two neighbouring nodes are different, then this is no longer a fault-tolerant architecture, but two different applications.

 

Best regards,

Angela

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Hi All,



We have implemented IFrame in our creatio instance to connect with third-party applications. The process is executing successfully. But we get an issue in the network, we could see the call is made twice in the network always one gets failed and the other one we could get a successful response. 

But we have no idea why the other call is made.





Kindly help me with this !



Regards,

Adharsh S

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Dear Adharsh,

 

All controls (including Terrasoft.IframeControl) inherit from the “Terrasoft.Component” class that is located in the “component.js” file. The “Terrasoft.Component” class is designed in such way that on “reRender” function it inserts html content of the control into DOM twice https://prnt.sc/tl2f68. The old “wrapEl” object is destroyed and replaced by the new one - https://prnt.sc/tl2tnu.

 

In order to fix this behavior, it is necessary to perform a very detailed analysis of how it can be done differently. Moreover, take into account the regression since this is the basic mechanism for all controls.

 

Please note that we notified the development team about your request.

 

Best regards,

Norton

Norton Lingard,



Thanks!

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Hello all,

When we tried to upload any file in Attachment detail, FileApiService is called and the file gets uploaded successfully.





When I tried to call the same API in postman, bypassing all headers and Query parameter it resulted in an error stating that: 'Can't parse file length'. I have no clue why the error is popped up.





Kindly help me in solving this issue.



Thanks and Regards,

Adharsh S

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Dear Adharsh,

 

Most probably, the issue happened because you didn’t specify a body of the request. The body contains file data in binary format. You can see it in the “Request payload” section from the “Headers” tab:

 

 

As data is in the binary format, so it is impossible to call the “FileApiService” using Postman. Please debug the client code of the application in order to determine how this service is called in Creatio.

 

Best regards,

Norton

Norton Lingard,



I have specified the request body, to add the binary files in Postman by adding the binary file in the "Body" tab of the "binary" option. But still the same result.





Even I have added the actual file in the "form-data" option under the "Body" tab. But the same error persists. Let me check by debugging the client code.



Regards,

Adharsh S

Dear Adharsh,

 

Please debug the client code of the application in order to determine how this service is called In Creatio. Please take a look at the “upload” function that is located in the “ConfigurationFileApi” schema.

 

Best regards,

Norton

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Hello all,

 

I am trying to create business process where the user is able to select an email template, decide whether or not they want to include the attachments from the object in the email (i.e. if they are sending from a document record, include the attachments from the document record), and then have the chance to customize the email before sending.

 

I have figured out a couple ways to include the attachments with the email but I can't figure out how to allow the user to select the template. Is there a way I can pass an email template into the "Send email" Process element? 

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Dear Kevin,

 

You can use Auto-generated page and show lookup with templates so the user could select them, or forward the user to Templates lookup. Process "Send email to case group" is a great example of how to fill macro values in the template and then send it as an email automatically. Check "Handle template for email with macros" element for more details. 

 

Best regards,

Angela

Hi Kevin,



I am curious what did you do to solve your problem?

I am experiencing a weird bug now actually. Every time i visit my business process it clears the templateId i set on advance mode.

 

Can you enlighten me?



Best Regards,

Solem

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Hi,

 

I am wanting to put a new Detail Section on an Account level tab which shows all of the products purchased by that account. 

 

I have tried to find a Detail which will show this, but all of the following do not allow me to tie to the Account and therefore are all empty on the page:

  • Order Products
  • Product in Order

Using Orders, does not then when I edit the columns allow me to display the information I wish to display which is currently:

  • Order
  • Order Date
  • Part Number
  • Category/Product Family
  • Product Name
  • Qty
  • Price Sold

I would appreciate some guidance on how I can achieve this.

 

thanks

Mark

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Hey Mark , In the detail page of the details you want  , add the accounts lookup and associate it on accounts page using the account lookup and Id. 

 

 

Hi Shailey

 

Thanks for your reply, but I am not following sorry.

 

When editing the page and tab and adding a 'New Detail' I cannot get the Account option in those expected to allow the connection to these data fields to be available and display data:

 

 

 

Would you be so kind and expand on your guidance, so I can follow and apply to our installation please.

 

Many thanks

Mark

Hello Mark,

 

As was mentioned by Shailey, at first you need to add the detail and after that set the detail page up to have the connection/lookups between needed sections of the system (like Accounts and Orders). For that you need to open the Section wizard in the Account section and create the detail in the appropriate tab (or create new one):

 

After that you should open any record in Account section and go to the seetings of just created detail:

In the detail settings window you can open the Detail Page and add needed lookups:

 

After configuration is set, don't forget to save changes. Then you need to open Account record and set the needed columns for the detail (use Column setup):

Order, Order Date (Date), Qty Price (Product in order (by column Order) - Quantity), Sold (Total, base currency).

 

As far as there is no strict connection between Account and Products (any account can have any products and different types of product), there is no possibility to show the Product name in the new created detail. That's why we can suggest to open the order and check the connected products there.

 

 

Best regards, 

Roman

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 Hi,

We have tried to implement Static Code analysis for the creatio codes (both JS, C#)

using SonarQube - Static code analyzing tool. This setup has separate code analyzing

for client and server-side. We could get a successful result on running the client code(JS Part), but not the same in the case of Server code(C#). The main reason we couldn't get results is that in Creatio we get a build over the Tools ->BuildWorkspace which we set in External Tools  (in Terrasoft.Tools.WorkspaceConsole.exe), Ref:  https://academy.creatio.com/documents/technic-sdk/7-16/ide-settings-development but SonarQube works over the MSBuild.exe which gets build over Build Solution in Visual Studio. What is the exact interaction between Workspace Build(External Tools) and MSBuild in respective to creatio? Have an integration of Creatiocode with SonarQube is feasible for C#? Or, Is there any specific static code analyzing tool for creatio?

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Dear Adharsh, 

 

You can build a project in any way needed, you can find the project following this path in installation files: 

Terrasoft.WebApp\Terrasoft.Configuration\Terrasoft.Configuration.Dev.csproj

You can try building this project in a needed way to use SonarQube. 

Unfortunately, there is no specific coded analyzing tool for Creatio.

 

Best regards, 

Dennis 

Dennis Hudson,

Thanks

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