Hello,

Please note that it is not possible to make such a setup in our system. The thing is that on the configuration level, for one object only one form page can be set as the default page:

That is why the same page is being opened for all of your sections.

However, we will register this idea for our R&D team and they will review the possibility of implementing such functionality.

Hello Serhii,
Thank you for your question.

I have tried to use a similar approach to the one mentioned in the forum discussion. Here is an example of how to filter recipients to contain 'mycompany' in the email address in the action dashboard of the contacts section.

define("EmailMessagePublisherPage", ["LookupUtilities"],
       function(LookupUtilities) {
           return {
               entitySchemaName: "Activity",
               mixins: {},
               attributes: {},
               methods: {
                updateLookupFilter: function(lookup) {
                  lookup.config.updateViewModel = function() {
                    this.pushSelectFilters = function(select) {
                      const filters = select.filters;
                      const lookupInfo = this.getLookupInfo();
                      if (!lookupInfo.columnValue) {
                        const searchColumn = this.get("searchColumn");
                        if (searchColumn) {
                          const columnPath = searchColumn.value;
                          const stringComparisonType = this.getStringColumnComparisonType();   
                          const filter = select.createColumnFilterWithParameter(stringComparisonType, columnPath,
"mycompany");
                          filters.add("searchDataFilter", filter);
                        }
                      } else {
                        lookupInfo.columnValue = null;
                      }
                    }
                  };
                },
                openRecepientLookupEmail: function() {
                  var lookup = this.getLookupConfig("Recepient");
                  
                    this.updateLookupFilter(lookup);
                  
                  lookup.config.actionsButtonVisible = false;
                  var searchValue = this.get("RecepientLookupSearchValue");
                  if (searchValue) {
                    lookup.config.searchValue = searchValue;
                  }
                  LookupUtilities.Open(this.sandbox, lookup.config, lookup.callback, this, null, false, false);
                },
              },
               diff: /**SCHEMA_DIFF*/[]/**SCHEMA_DIFF*/
           };
       });

Hope this helps!

Hello. Thank you. The solution works, but it is not ideal. It is necessary to check the Account domain, or there may be employees who have a Gmail email. I am looking for another solution.

Hello Serhii,

The example I provided serves as a foundation for adding email address filtering for the action dashboard. You can use this example as a base and modify the filtering logic according to your preferences.

Hope this helps

Hi Community,

Any update regarding the topic?

Sasor

Hi Sasori,

we have done the following trick in onEntityInitialized

onEntityInitialized: function() {
 if ((this.isAddMode() && this.Ext.isEmpty(this.get("Number"))) || this.isCopyMode()) {
  this.set("Number", ".");
 }
 this.callParent(arguments);
 if (this.get("Number")===".") {
  this.set("Number", "");
 }
},

Hello Vladimir,

Thank you very much for the provided code!

I have tried this snippet and it doesnt work.

When I try to save the record ( the incremented value is still stored) even though in the page there is a black space.

Sasori

Hello,

Only overriding onEntityInitialized won`t be enough because there is also a server logic that sets the Number (ContractEntityEventListener schema). If you change only the onEntityInitialized, the system will still set a number if the contract was created using BP or integration.

If you want to turn it off you will need to also override ContractEntityEventListener:

 namespace Terrasoft.Configuration
{
	using Terrasoft.Core.Entities;
	using Terrasoft.Core.Entities.Events;
	using Terrasoft.Core.Process.Configuration;
 
	[EntityEventListener(SchemaName = "Contract")]
	public class UsrContractNewEntityEventListener : BaseEntityEventListener {
 
		#region Methods: Public
 
		public override void OnInserting(object sender, EntityBeforeEventArgs e) {
			base.OnInserting(sender, e);
			var entity = (Entity)sender;
			entity.SetColumnValue("Number", "");
		}
 
		#endregion
 
	}
}

Dmytro,

Thank you for the excellent response!

The last problem I am facing regarding this issue is when I 'Save' the record.

The 'Number' field is a mandatory field. Even though I put a value in Number i keep getting this pop-up:

Should I do any other modifications in the code ?

Sasor

Sasori Oshigaki,

It's not related to any customization described either by Vladimir and Dmytro (I've tested both codes and they don't result in this ""Number" field is required" message). You have some another customization that makes the "Number" field mandatory (custom code, business rule, column settings on the object side or on the page side), you need to find and disable it.

Hi Oscar,

The number field is a required field (this is how daily business needs it)

Problem is, that even when we enter the number and save the record, the message pops-up. (Number field is required)

Is this probably because the code in the server side should be like this :

namespace Terrasoft.Configuration
{
	using Terrasoft.Core.Entities;
	using Terrasoft.Core.Entities.Events;
	using Terrasoft.Core.Process.Configuration;
 
	[EntityEventListener(SchemaName = "Contract")]
	public class UsrContractNewEntityEventListener : BaseEntityEventListener {
 
		#region Methods: Public
 
		public override void OnInserting(object sender, EntityBeforeEventArgs e) {
		}
 
		#endregion
 
	}
}

Just overriding the method and practicaly not do anything there ?

Sasori

Hello Raoul,

There are no-code ways to start a process from buttons, etc in a Freedom UI page. I do have a article that outlines how to start a process via code on a Freedom UI page here: https://customerfx.com/article/starting-a-process-from-client-side-code…

Ryan

Ryan Farley,

Thank you Ryan.  That's awesome!

Hello Sasori,

Regarding the general function of OData, you can find detailed information in the following resource:

OData Overview

For more specific examples and methods, you can refer to this documentation:

OData Methods and Examples

Hello Olga,

Could you please clarify this question?

What difficulties arise?

Hello, Anastasia.

Now in the CRM - system only two methods of authentication are available - the basic and Auth 2.0, when setting up a web - service 

Only Token - based authentication is available for the web-service that we are trying to integrate with.

How can I configure Token - based authentication?

 

Hi,

I will try to describe the problem in more detail

In the documentation of the web service, in addition to Token-based authentication, there is a description of the authentication method based on OAuth 1.0a

Here is a successful request to Postman

When I tried to send the same request from Creatio (I copied the parameters from Postman), I get an error

Hello Olga,

Please review this video material, as it may assist you in implementing your task:

https://www.youtube.com/live/mHaGY1DxETw?feature=share&t=292

https://www.youtube.com/live/ehjfcBxpLsQ?feature=share&t=247

Hello!

We have discussed your case with the responsible R&D team. Unfortunately, as for now, there is no possibility to implement your business task in our application.

We want to assure you that we have created a request for our development team to implement this functionality in future versions of our application. We understand the importance of providing our clients with the best possible experience and will work hard to implement the changes you have suggested.

Thank you for this suggestion, this helps to make our product better!

Best regards,

Kate

Hello Florian,

I am afraid there is no option to change the logic of this detail.

However, you can try to build a Business process, which will read the data from this detail and create a notification. Then you will be able to add the group of the employees to receive the notifications.

Hope this will help you.

Regards,

Gleb.

Hello,

Please, specify the problem in more detail, what are the user's steps when reproducing it, what is the actual result and what is expected.

Screenshots are highly appreciated and will help us to find the best solution for you.

Hello Florian,



The logic of the Google Calendar Sync with Creatio is the following:

- If an activity was created in Google Calendar and then imported into Creatio, once you delete it in Google it will also be deleted in Creatio.

- If an activity was created in Creatio and then imported into Google Calendar, when deleting it in Creatio it will not be deleted from Google.



We already registered this issue for our R&D team and this system logic might be changed in future releases.

+ 1 for a reviewed logic (with possibility to choose how the logic works in configuration set up of email / calendar integration ) ;)