Sales_Creatio_enterprise_edition

Multiple callbacks

04:33 Sep 21, 2022

Hello,

I need to make a button visible based on a few conditions

1. If current user contact record has a lookup value of "Approver"

and

2. If account record of the current user contact has lookup value "Enterprise"

Since there are 2 tables to be queried, I understand I need to use callbacks and chaining. This does not seem to work well for me. I have also tried passing a callback function within a callback function, but still its not working well. Can someone please give an example of multiple callbacks?

Thanks

2 comments

Bhoobalan Palanivelu

12:26 Sep 21, 2022

Please refer to the below threads.

1. https://community.creatio.com/articles/getentity-schema-works-asynchron….

2. https://community.creatio.com/articles/how-can-we-use-asyncvalidate-fun….

BR,

Bhoobalan Palanivelu.

Ryan Farley

19:20 Sep 21, 2022

There's no need for the multiple callbacks since this can be done in a single ESQ query. For example, the ESQ below retrieves both the current user's Type value as well as the current user's account Type value in the same call.

var esq = Ext.create("Terrasoft.EntitySchemaQuery", {
    rootSchemaName: "Contact"
});
 
esq.addColumn("Type");
esq.addColumn("Account.Type", "AccountType");
 
esq.getEntity(Terrasoft.SysValue.CURRENT_USER_CONTACT.value, function (result) {
    if (result.success) {
        var conType = result.entity.values.Type,
            accType = result.entity.values.AccountType;
 
        if ((conType &amp;&amp; conType.displayValue == "Approver")
            &amp;&amp; (accType &amp;&amp; accType.displayValue == "Enterprise")) {
            // do something
        }
    }
}, this);

However, to nest a ESQ in a callback of another ESQ it would look like this:

var esq = Ext.create("Terrasoft.EntitySchemaQuery", {
	rootSchemaName: "Contact"
});
 
esq.addColumn("Type");
esq.addColumn("Account");
 
esq.getEntity(Terrasoft.SysValue.CURRENT_USER_CONTACT.value, function (result) {
    if (result.success) {
        var conType = result.entity.values.Type,
            account = result.entity.values.Account;
        if (conType &amp;&amp; conType.displayValue == "Approver") {
            var esq = Ext.create("Terrasoft.EntitySchemaQuery", {
                rootSchemaName: "Account"
            });
 
            esq.addColumn("Type");
 
            esq.getEntity(account.value, function (result) {
                if (result.success) {
                    var accType = result.entity.values.Type;
                    if (accType &amp;&amp; accType.displayValue == "Enterprise") {
                        // do something
                    }
                }
            }, this);
        }
    }
}, this);

Ryan

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Question

Javascript

Default values for new record created from lookup window

Robert Pordes

14:20 Sep 09, 2022

Hi Community!

I have the following requirement:

We need to link a custom entity called reclamations to the activity. This has to be done m:n. So I have created a new link entity called ReclamationInActivity and added it as a detail to the ActivityPageV2.js.

When adding such a ReclamationInActivity record from the activity a new page opens and the user can open the reclamation lookup window there to select or create a reclamation.

When they choose to create a new reclamation, the account and contact have to be prefilled on the "new reclamation" page.

I cannot use business rules, because there is no link from the reclamation to ReclamationInActivity.

Also, using a business process is not an option, because the user would have to save the record first and we need to prefill the values.

Is there a way to achieve this by javascript somehow?

Thanks,

Robert

1 comments

09:35 Sep 13, 2022

Hi,

If I understand you correctly you want to add a value to columns "Contact" and "Account" from your activity. If so, you can use a simple esq request to get these values and set them in the init or onEntityInitialized methods.

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Question

image

containers

CSS

Add image to header in Accounts section

12:24 Sep 08, 2022

Hello,

We have a boolean column in accounts section. If the value is checked, we would like to add an image on the header space as highlighted in yellow in image below. Is there a sample code/ recommendation for this?

1 comments

16:28 Sep 09, 2022

Hello,

You can write a simple button and display it in the center.

{
				"operation": "insert",
				"name": "TestContainer",
				"parentName": "ActionButtonsContainer",
				"propertyName": "items",
				"values": {
					"itemType": Terrasoft.ViewItemType.CONTAINER,
					"wrapClass": ["test-container-wrapClass"],
					"items": []
				}
			},
            {
                "operation": "insert",
                "parentName": "TestContainer",
                "propertyName": "items",
                "name": "PrimaryContactButton",
                "values": {
 
                    "itemType": Terrasoft.ViewItemType.BUTTON,
                    "click": {bindTo: "testclick"},
					"visible": {bindTo: "checkVisible"},
                    "enabled": true,
                    "style": Terrasoft.controls.ButtonEnums.style.TRANSPARENT,
					"imageConfig": {"bindTo": "Resources.Images.EnrichedDefaultIcon"}
                }
            }

In the method checkVisible you can return true or false based on the condition.

To make it at the center just add a new CSS style:

define("AccountPageV2", ["css!UsrDStyle"], function() {

.test-container-wrapClass {

margin-left: auto;

margin-right: auto;

width: 6em

}

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Question

Configure only require attributes in the OOTB Filter - Section

8.0

Adharsh

15:17 Aug 29, 2022

Hi Creatio Team,

The requirement is to show only the needed columns/attributes to be displayed in the OOTB filter in the section as you can see in the below image.

As you can see in the above image, all the columns are getting displayed in the contact section. The requirement is too show the needed columns/attributes and not the whole. Need to implement this functionality across sections. Kindly, guide us in implementing the functionality.

Regards & Thanks,

Adharsh S

3 comments

https://community.creatio.com/questions/hide-fields-lookup-filter

17:14 Aug 30, 2022

Hi,

Take a look at this post, you can hide unnecessary columns by setting its Usage mode to "None".

Also, you can look here:

Adharsh

11:13 Sep 02, 2022

Dmytro Vovchenko,

We can't use the Usage Mode - None. because these fields which are to be hidden, need to be reused in Business Rules, process and other places. So, this approach we can't go forward.

The second approach, I have looked into the link -

https://community.creatio.com/questions/hide-fields-lookup-filter.

The below code mentioned in the above link,

define("GlbLookupPage", ["ConfigurationEnums", "LookupPage"], function(ConfigurationEnums) {
 
    Ext.define("Terrasoft.configuration.GlbLookupPage", {
        override: "Terrasoft.LookupPage",
        alternateClassName: "Terrasoft.GlbLookupPage",
 
 
generateViewModel: function() {
            var model = this.callParent(arguments);
            model.getSchemaColumns = this._getSchemaColumns;
            return model;
        }

Can you give me some example code - For eg, I need to filter only the columns such as ("Account", "Full Name", "Age", "Address type") under contact Section.

Regards,

Adharsh S

Adharsh

09:03 Sep 12, 2022

Hi Creatio Team,

Can you help me out with the mentioned scenario ?

Test case - "Can you give me some example code - For eg, I need to filter only the columns such as ("Account", "Full Name", "Age", "Address type") under contact Section."

Regards,

Adharsh S

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Question

MultiSelectLookup

multiselectValidation

Uncheck

How to prevent uncheck of preselect records in multiselect lookup?

12:24 Aug 26, 2022

Hello team,

I have a multiselect detail and I have added code to mark already selected records when the lookup window is opened again. For example if A, B are already added to the multiselect, when user wants to add C,D, E, the records A & B will already be checked.

There are multiple validations done before we add a record. Unchecking of already added records will cause complication.

We see preventing uncheck of values as a solution. Is there a way to prevent uncheck of records?

4 comments

Ihor Skohariev

13:34 Aug 26, 2022

Hello Shivani,

Can you please provide the code you are referring to?

Best Regards,

Igor

15:07 Aug 26, 2022

Ihor Skohariev,

Following is the code I have used, to mark the records already selected as marked. I need to prevent these marked records as unmarked. Basically, we cannot uncheck an already checked record

esq.getEntityCollection(function(result) {
                 	var existsDocumentsCollection = [];
                 	if (result.success) {
                         		result.collection.each(function(item) {
                         		existsDocumentsCollection.push(item.get(”AccountId”));
                          });
                        }
		config.selectedValues = existsDocumentsCollection;

12:16 Sep 07, 2022

Hello, is it correct that currently every time you open and close a lookup window there are no selected records and your code doesn't work? Or it's working but only after validation and you need to make it that the needed values are already selected before that moment?

12:20 Sep 08, 2022

Dmytro Vovchenko,

We have managed to figure this out using custom logic. The rows already selected are marked when we add more records.

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Question

Default folder filter on Section

8.0

Jelenko Mršić

11:19 Aug 25, 2022

Hello,

I have a question regarding folder filter in Section.

When entering Section page by default there is no filter applied (All is displayed).

I would like to apply one from customers predefined filters as standard filter, to open/apply by default (Test folder in this example).

How can I achieve this?

Thanks.

2 comments

Oleg Drobina

17:41 Aug 25, 2022

Hello,

The first option is to setup custom filtering by default when opening the section (something as was described here https://community.creatio.com/questions/default-filter-section). If you still need to display some folder by default than you need to dynamically modify values in the SysProfileData table (it stores currently selected folder in the section and as a result once user selects the folder, go to another section and returns back to the original section with the folder, there will be the same folder selected in the section).

Jelenko Mršić

10:01 Aug 26, 2022

Thank you Oleg, your idea with SysProfileData table is something what I need, but as I see it is not easy task to achieve, because value in SysProfileData table changes each time we change something in section. I need this to set initially only once and after that to let user change it as he wants. Thank you very much.

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Question

.net_core

dotnetcore

Clio new package

Ensar

16:33 Aug 22, 2022

How can we create new package with Clio for .Net Core 3.1?

3 comments

Bogdan

17:38 Aug 22, 2022

Hello Ensar,

To create new package project, use the next command:

clio new-pkg <PACKAGE_NAME>

Best regards,

Bogdan

Ensar

08:31 Aug 23, 2022

This command creates .NET Framework solution, not .NET Standard or Core. Is there any way to select this?

Bogdan

08:45 Aug 23, 2022

Ensar,

This article applies to NET Core 3.1 SDK and later versions.

Please feel free to check the required information.

Best regards,

Bogdan

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Question

printables

Filters

Tag a printable record to a section and implement filter conditions

https://customerfx.com/article/showing-or-hiding-printables-based-on-a-…

12:03 Aug 08, 2022

Hello community,

I have an opportunity section with a lookup field called OpportunityType. I also have a lookup field called Printable in the same section, which the user will use to tag the opportunity record to a particular printable.

The use case here is that since we have many printables, we would like to filter the printable based on OpportunityType. I am assuming we need to replace the Printable object, add a new lookup column referencing the OpportunityType Lookup. We want this field OpportunityType to be visible on the UI where Printables are configured (Please see below image).

Please advise.

2 comments

Ryan Farley

18:30 Aug 08, 2022

Hello Shivani,

I have an article here that shows how to show or hide printables based on a value on the page. Hopefully this helps you get started:

Ryan

15:40 Aug 09, 2022

Hi Ryan,

I am looking for something different. I want to override the printable page schema (The page where we add new printable records) to show a new field as seen in the image I posted earlier.

Do you have any approach pls?

Thanks

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Question

OrderProducts