Sales_Creatio_enterprise_edition

Rob Watson

18:02 Apr 17, 2023

Does anyone know how to easily hide/remove the Account/Customer panel (see image) in the Opportunity Page?

6 comments

Best reply

LÉZORAY Nicolas

18:50 Apr 17, 2023

Hi Rob,

I think the simplest way to do that is to use CSS

If you look at the code Source the Div id is "ClientProfile"

So you can add a CSS file to your opportunity page:

And you create a CSS file in which you add a display none for the id:

LÉZORAY Nicolas

18:50 Apr 17, 2023

Hi Rob,

I think the simplest way to do that is to use CSS

If you look at the code Source the Div id is "ClientProfile"

So you can add a CSS file to your opportunity page:

And you create a CSS file in which you add a display none for the id:

Rob Watson

19:10 Apr 17, 2023

LÉZORAY Nicolas,

Perfect. Thanks!

Rob Watson

13:46 Apr 26, 2023

LÉZORAY Nicolas,

Hi Nicolas

Just to follow up on this if I wanted to remove the 'Actions' drop down from this page also would it be something similar. Thanks

LÉZORAY Nicolas

17:47 Apr 26, 2023

Hello Robert !

Yes like this in the Oppotunity CSS file :

#OpportunitySectionV2SeparateModeActionsButtonButton-wrapperEl {
	display: none;
}

Rob Watson

10:50 Apr 27, 2023

LÉZORAY Nicolas,

I did this in the OrderPageV2 with the code above but just replaced the page

#OrderPageV2SeparateModeActionsButtonButton-wrapperEl {

display: none;

}

But this did not work. Does the button in this page have a different name?

thanks

Rob Watson

11:29 Apr 28, 2023

LÉZORAY Nicolas,

Further to above your solution on the section page works great but i cannot get it to work on the record page (OrderPageV2). Tried changing the button name but no joy. Any thoughts Nicolas?

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event

sub-process

OrderProducts

Sales_Creatio_enterprise_edition

8.0

How do I get the status of an order from its order product's OrderProductInserting event sub-process?

Andrew Sheng

18:32 Apr 15, 2023

Hi community,

When an order is completed (status), we need to prevent users from adding order product either by clicking the + button, or by data import.

So I enabled the Before record added event of OrderProduct, and created the OrderProductInserting event sub-process trying to stop new orderproduct added if its relating order's status is completed.

I have tried successfully to stop orderproduct from adding as the code screenshots provided here. But what I don't know is how to get the order's status from within the method OrderProductInserting() so that I can call the ThrowInsertException() function to stop the order product added.

Any code example will be very appreciated!

Andrew

2 comments

Best reply

Dmytro Vovchenko

15:54 Apr 19, 2023

Hello Andrew,

Here is an example of how to read OrderStatus Id inside the event process:

var order = Entity.GetTypedColumnValue&lt;Guid&gt;("OrderId");
			var orderESQ = new EntitySchemaQuery(UserConnection.EntitySchemaManager, "Order");
			orderESQ.UseAdminRights = true;
			orderESQ.AddColumn("Id");
			orderESQ.AddColumn("Status");
			var entity = orderESQ.GetEntity(UserConnection, order);
    		var status = entity.GetColumnValue("StatusId").ToString();
    		if (status == "{Completed OrderStatus Id}"){
    			// DO Something
    		}

Dmytro Vovchenko

15:54 Apr 19, 2023

Hello Andrew,

Here is an example of how to read OrderStatus Id inside the event process:

var order = Entity.GetTypedColumnValue&lt;Guid&gt;("OrderId");
			var orderESQ = new EntitySchemaQuery(UserConnection.EntitySchemaManager, "Order");
			orderESQ.UseAdminRights = true;
			orderESQ.AddColumn("Id");
			orderESQ.AddColumn("Status");
			var entity = orderESQ.GetEntity(UserConnection, order);
    		var status = entity.GetColumnValue("StatusId").ToString();
    		if (status == "{Completed OrderStatus Id}"){
    			// DO Something
    		}

Andrew Sheng

11:38 Apr 20, 2023

Hi Dmytro, appreciate very much for the help. It works!

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Sales_Creatio_enterprise_edition

8.0

How can I revert changes after updating a specific record on Creatio (FreedomUI)?

Pedro Pinheiro

19:28 Apr 13, 2023

Hi Community,

I have this requirement that should allow users to revert changes of a specific record value. For example:

I have a specific field (Amount), that changes value when a new state is triggered (ex: Processed). It should be possible for the user to revert the value after selecting the previous state.

State New -> Amount 5

State Processed -> Amount 10

State New -> Amount 5

Can you please help me achieve this requirement?

Thanks in advance.

Best Regards,

Pedro Pinheiro

4 comments

Anton Starikov

15:44 Apr 14, 2023

Hi!

You can configure business rules to set a value in a specific field when a condition is met. You can find an example of how to configure it in the manual - https://academy.creatio.com/docs/user/customization_tools/ui_and_busine…

Regards,

Anton

Pedro Pinheiro

11:57 Apr 18, 2023

Hi Anton Starikov,

Is it possible to use business rules if the value is dynamic?

For example, when a specific requirement is met I want the field to have the previous value, which was defined by the user.

Thank in Advance.

Best Regards,

Pedro Pinheiro

Anton Starikov

16:57 Apr 18, 2023

Hi! Pedro Pinheiro,

Unfortunately, you can't do this with the standard settings. Perhaps it can be implemented by custom development.

Regards,

Anton

Pedro Pinheiro

17:05 Apr 18, 2023

Anton Starikov,

Do you have any steps that could help us implement this custom logic?

Thanks in Advance.

Best Regards,

Pedro Pinheiro

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Freedom_UI

save record

edit page

Sales_Creatio_enterprise_edition

8.0

How can I save a new record and stay in the edit page on the new Freedom UI pages.

Pedro Pinheiro

19:15 Apr 11, 2023

Hi Community,

I have this requirement where I need to stay on the edit page after saving a new created record. Similar to what already exists on the old UI (https://community.creatio.com/questions/how-save-and-stay-edit-page-cli…).

However, I couldn't find the property "IsSilent" on the new Freedom UI pages.

Can you please help find a solution to this requirement?

Thank in advance.

Best Regards,

Pedro Pinheiro

5 comments

Oleg Drobina

14:56 Apr 12, 2023

Hi Pedro,

Our R&D team has an opened task on this topic, there is a test solution, but it cannot be applied to productions. Once the task is completed we will notify all our customers and partners in the Release Notes for the app. Thank you for helping us in making the application better!

Chris Heyman

23:07 Oct 20, 2023

Hey Oleg,

Any update on this? Is there a way to update a field, or save a record silently without triggering other events/handlers?

Thank you!

Chris

Anton Starikov

23:50 Oct 20, 2023

Chris Heyman,

This functionality has not yet been implemented, but we have already received many requests from users, so the R&D team should take this task into development.

Luis Tinoco Azevedo

16:54 Feb 14, 2024

Hi all,

Any news on this?

April 2023 was the original request.

Almost one year in.

Thanks

Ryan Farley

01:25 Feb 15, 2024

Luis Tinoco Azevedo,

You can set

request.preventCardClose = true;

in the "crt.SaveRecordRequest" request. See my post on this thread for more details: https://community.creatio.com/questions/dont-close-page-after-saving

Ryan

Show all comments

TimeLine

Sales_Creatio_enterprise_edition

8.0

How to replicate timeline for custom section

Pavan Manne

07:21 Apr 10, 2023

Hello community,

I am trying to bring timeline for custom section. I have created a record in TimelinePageSettings table. To update the data i used the below script. So when i am using the full json ,timeline tab is not showing on the UI. When i am using the json with only SocialMessage it is working properly for messages. I have checked appending Id to reference column name but it didnt work . I might be missing a step , please help me out.

UPDATE TimelinePageSetting

SET Data = CONVERT(varbinary, '[

{

"entityConfigKey": "706f803d-6a30-4bcd-88e8-36a0e722ea41",

"entitySchemaName": "Activity",

"referenceColumnName": "UsrCreditCheck",

"masterRecordColumnName": "Id"

},

{

"entityConfigKey": "09a70391-b767-40ab-97b8-6d1b538adbe6",

"entitySchemaName": "Activity",

"typeColumnName": "Type",

"typeColumnValue": "e2831dec-cfc0-df11-b00f-001d60e938c6",

"referenceColumnName": "UsrCreditCheck",

"masterRecordColumnName": "Id"

},

{

"entityConfigKey": "35b5c45f-36e7-450f-a282-81c56624d29e",

"entitySchemaName": "SocialMessage",

"referenceColumnName": "EntityId",

"masterRecordColumnName": "Id"

},

{

"entityConfigKey": "aeca6df0-5c89-4066-bdfa-eff486ae8fed",

"entitySchemaName": "Call",

"referenceColumnName": "UsrCreditCheck",

"masterRecordColumnName": "Id"

},

{

"entityConfigKey": "59de07a7-28dd-4dc9-a106-a07cb9981423",

"entitySchemaName": "UsrCreditCheckFile",

"typeColumnName": "Type",

"typeColumnValue": "529bc2f8-0ee0-df11-971b-001d60e938c6",

"referenceColumnName": "UsrCreditCheck",

"masterRecordColumnName": "Id"

},

{

"entityConfigKey": "09a6dad5-036b-4075-a813-e8278a5360ea",

"referenceColumnName": "UsrCreditCheck",

"typeColumnName": "Type",

"typeColumnValue": "539bc2f8-0ee0-df11-971b-001d60e938c6",

"entitySchemaName": "UsrCreditCheckFile",

"masterRecordColumnName": "Id"

},

{

"entityConfigKey": "a5900576-dca5-4d82-aed3-91c8909a3028",

"entitySchemaName": "Document",

"referenceColumnName": "UsrCreditCheck",

"masterRecordColumnName": "Id"

}

]')

WHERE Id = 'D15FD665-AAD3-4AC7-8F1A-54DC5342E616';

1 comments

Kalymbet Anastasia

09:35 Apr 11, 2023

Hello,

You need to create a custom item view module based on the Contact object and add it to the Leads section. Please use this article as a reference where the same task is described using a custom "Books" section added as timeline item to the "Accounts" section.

Show all comments

Sales_Creatio_enterprise_edition

8.0

Read Old column value in BP

Harry

21:50 Apr 06, 2023

Hi all,

Does anyone have a solution using Freedom UI or business process, which allows you to read the previous column value?

For example, I need to run a business process triggered on the change of a lookup, but for both the previous and new value.

Thanks!

1 comments

Cherednichenko Nikita

14:15 Apr 18, 2023

Hello,

You can use EntityEventListener to solve your task.

More details on the academy website:

https://academy.creatio.com/docs/developer/back_end_development/objects…

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Opportunity

confidencelevel

8.0.4

Sales_Creatio_enterprise_edition

8.0

How to replicate confidence level in opportunity section for custom edit pages ?

Pavan Manne

11:54 Apr 06, 2023

I have three edit pages for Opportunity section, and I would like to replicate the Confidence Level block from the out-of-the-box edit page to the other two pages I created. I have attempted to copy and paste the block, but I am encountering some issues. Could you please advise me on how to proceed or provide me with any necessary instructions?.

TIA

1 comments

Bogdan

16:33 Apr 09, 2023

Hello,

It could be achieved only by development.

This post could be helpful for you.

Show all comments

Sales_Creatio_enterprise_edition

8.0

Template + Macro

Matthieu Le Maitre

00:49 Apr 05, 2023

Hello everyone, I'm looking for a way to integrate information about an appointment, such as the date and time, into my email template. I have set up the email to be sent automatically when an appointment is scheduled, but I'm having trouble incorporating macros. Can anyone help?

2 comments

Mira Dmitruk

12:33 Apr 05, 2023

Hello,

Please find the instructions on macros creation in this Academy article.

Matthieu Le Maitre

15:47 Apr 05, 2023

Mira Dmitruk,

Thank you for your response, I will check if I can find my answer in the document.

Show all comments

update

Sales_Creatio_enterprise_edition

8.0

How to Update Creatio

smit suthar

15:13 Apr 04, 2023

Hello Everyone,

I was trying to update my Local Deployed Creatio from version8.0.4.1870 to Version 8.0.6.3522 but after runnig the downloader file in Powershell it is showing error .

Also when i tried the same with version 7.8.0.3374 it is showing updates till 7.17 only.

I am following the update guide from Documentation . Please Advise What to do.

6 comments

Bhoobalan Palanivelu

15:43 Apr 04, 2023

smit suthar,

What is the error that you face during the update?

smit suthar

16:08 Apr 04, 2023

Bogdan

16:23 Apr 04, 2023

Hi smit suthar,

We recommend updating to the latest release version of 8.0.6.3597 or to 8.0.7

Please contact support team to get the necessary scenarios and files

smit suthar

16:28 Apr 04, 2023

Bogdan,

how can i proceed now ?

Do i need to contact support team for this version update

can you please Clearify.

Bogdan

16:35 Apr 04, 2023

smit suthar,

Yes, please support team to get the necessary files for update.

smit suthar

16:36 Apr 04, 2023

Bogdan,

ok thanks

Show all comments

package

layout

columns

Sales_Creatio_enterprise_edition

8.0

How to get record list column layout to be saved within a package for all users

Oliver Crowe

13:10 Mar 31, 2023

As the title says, I'm trying to save the column layout for a custom record section, as well as for Details on the record.

https://customerfx.com/article/including-the-default-column-layout-for-…

Using this resource, I haven't managed to save any that will transfer over when installing a new package.

I have saved bound a number of records to the SysProfileData within my package, however none of them have had the intended effect.

https://gyazo.com/9c2347d0e5a3d845888edf5c94b221ab

2 comments

Ryan Farley

18:35 Apr 01, 2023

Hello Oliver,

The method described in the article you mention does work for me (In fact, I just did this yesterday with no issues).

Make sure that you've first configured the column layout and selected the "save for all users" and that you're selecting the correct row from the SysProfileData table (the one with no user in the "Contact" column.

If it's not working for you, it's likely one of the two issues listed above.

Ryan

Oliver Crowe

12:17 Apr 03, 2023

I appreciate the confidence in your article but I have 100% done both of these, about a thousand times, in every way possible.

Is this the only known solution/ there are no known issues with this?

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