We want to set the default currency in the Opportunity Mini Page (front end event), based on the Org Role of a user (oob functionality is based on the Base Currency system setting).
Is there any code implementation of a similar request ?
3) Instead of using roles check you can use operation permission check. To use it you need to add RightUtilities module as a dependency to your minipage schema. Example:
The logic above will check if the user has access to the "NeedToUseEuro" operation (or this user role has access to the operation) and if so we will call the onCurrencyMenuItemClick method and pass euroId as an argument (see the onCurrencyMenuItemClick method signature in the MultiCurrencyEditUtilities module).
c0057119-53e6-df11-971b-001d60e938c6 is an Id of the "Euro" currency from the "Currency" table in the database. All you need to do is:
1. Correctly specify operation permissions (check if your user is not in several roles that are used in different operation permissions check)
2. Correctly setup a chain of operation permissions checks in the context of the checkCurrencyForUser method execution
3) Instead of using roles check you can use operation permission check. To use it you need to add RightUtilities module as a dependency to your minipage schema. Example:
The logic above will check if the user has access to the "NeedToUseEuro" operation (or this user role has access to the operation) and if so we will call the onCurrencyMenuItemClick method and pass euroId as an argument (see the onCurrencyMenuItemClick method signature in the MultiCurrencyEditUtilities module).
c0057119-53e6-df11-971b-001d60e938c6 is an Id of the "Euro" currency from the "Currency" table in the database. All you need to do is:
1. Correctly specify operation permissions (check if your user is not in several roles that are used in different operation permissions check)
2. Correctly setup a chain of operation permissions checks in the context of the checkCurrencyForUser method execution
The "Feild Group" doesn't have the property "visible" so it cannot be hidden. In your case, it would be better to delete it and then change the position of the needed elements manually in the RecordPageSettings schema.
Is it possible to set certain business requirements on Dynamic Case Management, for example to require that certain fields are populated or that a lookup field is one of a selection of values?
To be clear, as I think I might not have been initially, is it possible to have manual transitions with transition requirements, as opposed to automatic transitions when certain conditions are met.
"Manually" you can go both to the previous and subsequent stages from the current one, except when there is a mandatory task, in which case you can only go back (to the previous stages) without completing the task. More detailed information is provided at our academy in the block "Dynamic case setup (DCM)":
Hi Malika, thanks for your reply. I think the options for mandatory tasks is quite limited though right? As it doesn't enable transition requirements like I put in my original question - requiring that certain data requirements are met, such as certain fields being populated or lookup fields contain certain values etc. Unless I'm missing something in the academy documentation you linked to me?
We are trying to set up a default case in DCM for our Leads, but I cannot see a way to achieve this with the GUI editor - we can either specify some other set of values for the "Which column determines which case to use with a record?" column, or can specify that that column is not filled in, but our use case is such that it should choose this default case when either the column is not populated or the column is populated by any values not specified in other Cases' filters. Can this be done in some way I'm missing?
Unfortunately, the desired behavior cannot be configured in such a way out of the box. You can only use a set of values for the "Which column determines which case to use with a record?" column or can specify that that column is not filled in separately on standard DCM tools.
We believe that default case managing can be achieved by means of development.
Hi Serhii, do you know what sort of development this would entail? I tried modifying the case's metadata in a trial environment using a filter generated by adding a static filter to a data list, but the case management designer failed to load properly when I'd done that and the Lead that would match the modified query didn't have any DCM bar against it when I loaded it, so it didn't seem to work.
The only other thing I can think of would be to have an additional redundant field that's based on the column(s) that are wanted (and automatically gets updated as they do) that stores the Case required, but it's not the most elegant solution. Would be nice to hear if there is some method I've not thought of?
Hi, in the Freedom UI currency fields, there doesn't appear to be any display of the currency being used or any ability to switch to an alternative currency. I've got more than one currency in the [Currencies] lookup, but the number field just appears to be a regular decimal field for data entry and viewing. I cannot find any details or guides on this in the Creatio Academy besides one article about adding a currency field that doesn't end up having the currency shown or assignable when following the guide in 8.0.10 or 8.1: https://academy.creatio.com/docs/user/nocode_platform/element_setup_examples/fields_and_inputs/number_field/set_up_a_number_field
We need a field that can be set to different currencies depending on the account.
I have a client who uses an unlimited multi-line text field in a detail and they would like to be able to see Line-breaks in the tile view of said detail.
Detail page view
Detail tile view
Is this possible?
Nb. We are using version 8 of creatio and the Freedom shell but the not Freedom pages.
Unfortunately, it is impossible to implement line breaks in the tile view of a detail with basic tools. However, you can try to accomplish this task with the help of development.
A task has already been registered in our R&D team to consider and implement such a feature in future releases. Thank you for helping us to improve our product.
Unfortunately, it is impossible to implement line breaks in the tile view of a detail with basic tools. However, you can try to accomplish this task with the help of development.
A task has already been registered in our R&D team to consider and implement such a feature in future releases. Thank you for helping us to improve our product.
We have a lookup (Contact) in a custom Section. When the modal page of the Contact opens we would like another default field and not the 'Full Name' to be the default one
As of now, the PDF conversion functionality is not available in the ootb version of the system.
Currently, we can recommend using the PDF conversion feature in MS Word by using the "Save As" option.
As a workaround, if it is necessary to prevent users from making changes to the PDF file after exporting:
You can upload a Word file with a password for modifications as a template for the printable. This way, the necessary data will be included in the file, but it will not be possible to make changes without knowing the password.
Additionally, we can suggest an alternative approach:
As of now, the PDF conversion functionality is not available in the ootb version of the system.
Currently, we can recommend using the PDF conversion feature in MS Word by using the "Save As" option.
As a workaround, if it is necessary to prevent users from making changes to the PDF file after exporting:
You can upload a Word file with a password for modifications as a template for the printable. This way, the necessary data will be included in the file, but it will not be possible to make changes without knowing the password.
Additionally, we can suggest an alternative approach:
I've tried to use that marketplace extension following all the steps but I get an error when trying to generate a printable in PDF format. Do you know if there is any incidence or recent bug with that extension?
