Hi there,

I am studying the user session object in order to make some dashboard.

There I found a column "session end method", where there are 0, 1, 2 ,3 as values.

What do these values mean?

 

Thanks in advance.

 

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Hello Andrew, 

 

SessionEndMethod column values:

Not closed - 0

The session was closed as a result of the user logging out. - 1

The session was closed by a timeout on the server side. - 2

The session closed forcibly. - 3

 

Thank you, 

Igor

 

Hello Andrew, 

 

SessionEndMethod column values:

Not closed - 0

The session was closed as a result of the user logging out. - 1

The session was closed by a timeout on the server side. - 2

The session closed forcibly. - 3

 

Thank you, 

Igor

 

Ihor Skohariev,

Thank you Igor!

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Hello team,

 

I have a detail call "Proof" in which I need to add custom attachment detail called "UsrProofAttachments".

 

Here are the steps I followed

1. Created an object with Parent Object as "File". Added lookup column that refers to "Proof" detail.

2. Created a detail through the wizard and configured the detail

3. Changed the parent of "UsrProofAttachments" to FileDetailV2.

Here is how my UI looks

 

The error I get in console is the following

 

{message: 'Column by path UsrProofAttachments not found in schema UsrProofAttachments.'}

 

I have seen a similar post but I am not able to find an answer.

https://community.creatio.com/questions/set-custom-detail-attachments-t…

Help would be much appreciated!

 

Edit : I added the CSS and the UI looks good. But the error is still there

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Hi Shivani,

 

Thank you for your question!

 

Regarding the mentioned error in the console, it indicates that the column was either removed from the corresponding object or renamed. We do not recommend deleting any fields, columns or objects as it may lead to unpredictable issues. If some fields are not needed anymore, you can simply change their usage mode to "none". It's hard to identify which column exactly was removed/renamed without accessing the website. Please, contact us at support@creatio.com. We will check the configuration and will try to find out the reason for this issue.

 

Best regards,

Anastasiia

Anastasiia Lazurenko,

 

I got the attachment detail working. I noticed if you name the attachment detail as <SectionName>File it works eg : CustomFile for section named Custom, UsrProofFile for section named UsrProof

Shivani Lakshman,

Hi Shivani, I have a quite similar request as yours. I need to customize the default attachment detail of Order page by adding a lookup field into the attachment detail page.

 

Since the Order's attachment has its own object OrderFile, I created a replacing object of OrderFile and added a new lookup column, say UsrAttachmentType, in the OrderFile object. Then I used this new OrderFile to create a detail through detail wizard and put Name, Description, and UsrAttachmentType columns in the detail page. Then I changed the parent object of the detail with FileDetailV2 and saved the detail.

 

After the above steps, I could use the new attachment detail to upload files as original attachment detail; but when I double click the attachment record in the detail list, it opened with the old attachment detail page with only Name and Description fields, not the new detail page I setup as above, with additional lookup field UsrAttachmentType.

 

Please advise what I shuld do? Thank you!

 

 

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Hi

 

I have a working Printable which prints my quotes. However, the formatting of the numbers is not in thousand separators, so I therefore updated the Word mergefield values, but when outputting from Creatio, I get no merge values populated.This is what I have done so far:

  1. Created a new version of the Word doc template
  2. Toggled the field codes to display the full merge values
  3. Changed a field which has a large multi thousand number from the following (note: how I have removed \*MERGEFORMAT):
    1. {MERGEFIELD "Opportunity product.Total, amount" \*MERGEFORMAT }

      to
    2. {MERGEFIELD "Opportunity product.Total, amount" \# #,##0.00 }
  4. Uploaded to replace the working Printable
  5. Generated the quote

In the resulting word doc, the values for this field are missing.

I have also tried the following variations, with none working:

{MERGEFIELD "Opportunity product.Total, amount" \# "#,##0.00" }

{MERGEFIELD Opportunity product.Total, amount \# #,##0.00 }

 

Either I am missing something obvious or Creatio does not like this format override.

 

Any help is greatly appreciated.

 

thanks

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Hi, Mark

 

You can use a macro for these fields in your printable. For example: ColumnName[#NumberDigit|,#] 

More information at the link: https://academy.creatio.com/docs/developer/application_components/repor…

 

Unfortunately, there are no basic application tools to add commas between the digits. It can only be done with the help of the development process. In this community thread, you can find the example of such implementation https://community.creatio.com/questions/how-set-comma-separator-money-f….

 

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Hello,

I have a section called Applications which has an Owner field that points to contact lookup. The application section also has a field that points to Company Lookup. I also have a Company section. Inside this section there is a detail called Workers to which contacts are added.

 

I want to filter Owner lookup to show contacts who are added to the Workers detail of the company which is mapped to the Application. Please see below image. Can someone help with the lookup filter?

 

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Shivani Lakshman,

 

Change the filter from "[UsrWorkers.UsrWorker].UsrAccount.Id" to "[UsrWorkers:UsrWorker].UsrAccount.Id"

 

My bad, I forgot that in reverse join it work using ":", for example :

[EntityCode:FieldCode]

 

and not [EntityCode.FieldCode]

 

regards,

 

Julien

Hi Shivani,

 

To filter your lookup you need to add this attribute in the application page :

attributes: {
    "Owner": {
        "dataValueType": Terrasoft.DataValueType.LOOKUP,
        "lookupListConfig": {
            "filters": [function() {
                var filters = Ext.create("Terrasoft.FilterGroup");
                filters.add("WorkInThisCompany", 
                    Terrasoft.createColumnFilterWithParameter(
                        Terrasoft.ComparisonType.EQUAL,
                        "[Workers:Worker].Company.Id",
                        this.get("Company").value
                    )
                );
                return filters;
            }]
        }
    }
}

Replace "Workers" by the object code of the workers detail.

 

FYI :

here is the filter breakdown :

"[WorkerObjectCode:WorkerFieldCodeInWorkers].CompanyFieldInWorkers.Id"

 

Watch out that all the codes correspond to your environment, for example, the workers object code can be "UsrWorkers" or whatever you defined it. Check it out in the advanced settings.

 

Kind regards,

 

Julien

Julien Gunther,

Thank you for your response. I tried your code but received the error 

Collection item with name [UsrWorkers not found.

 

 request data: {"rootSchemaName":"Contact","operationType":0,"includeProcessExecutionData":true,"filters":{"items":{"searchFilter":{"items":{"1f59bb71-8f5d-45ed-b4eb...

 

Looks like the system is trying to reach UsrWorkers from Contact table. This is the case with my requirement. There is no direct relation between the 2 tables. Would appreciate any suggestion!

 

Here is the code I used

"UsrOwner": {
        "dataValueType": Terrasoft.DataValueType.LOOKUP,
        "lookupListConfig": {
            "filters": [function() {
                var filters = Ext.create("Terrasoft.FilterGroup");
                filters.add("WorkInThisCompany", 
                    Terrasoft.createColumnFilterWithParameter(
                        Terrasoft.ComparisonType.EQUAL,
                        "[UsrWorkers.UsrWorker].UsrAccount.Id",
                        this.get("UsrAccount").value
                    )
                );
                return filters;
            }]
        }

 

Shivani Lakshman,

 

Change the filter from "[UsrWorkers.UsrWorker].UsrAccount.Id" to "[UsrWorkers:UsrWorker].UsrAccount.Id"

 

My bad, I forgot that in reverse join it work using ":", for example :

[EntityCode:FieldCode]

 

and not [EntityCode.FieldCode]

 

regards,

 

Julien

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Hello,

 

I have set up default filters on a section by following these links:



https://customerfx.com/article/programmatically-overriding-or-adding-fi…

https://community.creatio.com/questions/default-filter-section

 

Is there a way to filter records with folders in addition to the default filter made in getFilters?

 

Here is my getFilters method:

			getFilters: function() {
                var filters = this.callParent(arguments);
				filters.logicalOperation = this.Terrasoft.LogicalOperatorType.OR;
				filters.add("FilterByAM", this.Terrasoft.createColumnFilterWithParameter(
					this.Terrasoft.ComparisonType.EQUAL,
					"MQAccountManager.Id",
					Terrasoft.SysValue.CURRENT_USER_CONTACT.value
				));
				if (this.get("CanAssignAccountManager")) {
					filters.add("FilterByManager", this.Terrasoft.createColumnFilterWithParameter(
						this.Terrasoft.ComparisonType.EQUAL,
						"MQManager.Id",
						Terrasoft.SysValue.CURRENT_USER_CONTACT.value
					));
				}
            	return filters;
            }

Kind regards,

 

Julien

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Hi Julien,

Yes, the filter from folders will get appended to the filters you set for the section. You just need to add your filters in a filter group so they are properly applied as a whole, in addition to the folder filters - rather than just add the filters individually to the filters returned from callParent. For example:

getFilters: function() {
    var filters = this.callParent(arguments);
 
    // now create a filter group for your filters
    var customFilters = Ext.create("Terrasoft.FilterGroup");
    customFilters.logicalOperation = Terrasoft.LogicalOperatorType.AND;
    customFilters.add("ActiveFilter", 
        Terrasoft.createColumnFilterWithParameter(
            Terrasoft.ComparisonType.EQUAL, "Active", true
        )
    );
    customFilters.add("NoWidgetFilter", 
        Terrasoft.createColumnFilterWithParameter(
            Terrasoft.ComparisonType.NOT_EQUAL, "Type.Name", "Widget"
        )
    );
 
    // now add your filter group to the filters that get returned
    filters.add(customFilters);
    return filters;
}

It does work without a filter group if you're just adding a single condition, however, in your code you're "OR"ing all your new conditions together with the folder conditions. Using a separate group keeps it all grouped with the same conditions and will work as expected.

Ryan

Hi Julien,

Yes, the filter from folders will get appended to the filters you set for the section. You just need to add your filters in a filter group so they are properly applied as a whole, in addition to the folder filters - rather than just add the filters individually to the filters returned from callParent. For example:

getFilters: function() {
    var filters = this.callParent(arguments);
 
    // now create a filter group for your filters
    var customFilters = Ext.create("Terrasoft.FilterGroup");
    customFilters.logicalOperation = Terrasoft.LogicalOperatorType.AND;
    customFilters.add("ActiveFilter", 
        Terrasoft.createColumnFilterWithParameter(
            Terrasoft.ComparisonType.EQUAL, "Active", true
        )
    );
    customFilters.add("NoWidgetFilter", 
        Terrasoft.createColumnFilterWithParameter(
            Terrasoft.ComparisonType.NOT_EQUAL, "Type.Name", "Widget"
        )
    );
 
    // now add your filter group to the filters that get returned
    filters.add(customFilters);
    return filters;
}

It does work without a filter group if you're just adding a single condition, however, in your code you're "OR"ing all your new conditions together with the folder conditions. Using a separate group keeps it all grouped with the same conditions and will work as expected.

Ryan

Thank you Ryan !

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Hi there,

 

I made a button that call ProcessModuleUtilities on click. Once clicked, the callback is called and a BodyMask is shown but never hidden.

 

Here is the button :

			{
				"operation": "insert",
				"name": "GetAccountBtn",
				"parentName": "LeftContainer",
				"propertyName": "items",
				"values": {
					"itemType": Terrasoft.ViewItemType.BUTTON,
					"caption": {
						"bindTo": "Resources.Strings.GetAccount"
					},
					"click": {
						"bindTo": "onGetAccountClick"
					},
					"visible": {
						"bindTo": "getGetAccountButtonVisible"
					},
					"enabled": {
						"bindTo": "getGetAccountButtonEnable"
					},
					"style": "blue",
					"classes": {
                        "textClass": ["actions-button-margin-right"]
                    }
				}
			},

Here is the methods :

			onGetAccountClick: function() {
				Terrasoft.showConfirmation("Effectuer une demande pour devenir l'AM de ce compte ?", function(result) { 
    				if (result === Terrasoft.MessageBoxButtons.YES.returnCode) {
        				this.processGetAbandonAccountPopupResponse("RequestGetAccount");
    				}
				}, ["yes", "no"], this);
			},
			processGetAbandonAccountPopupResponse: function (processName) {
				args = {
					sysProcessName: processName,
					parameters: {
						accountId: this.get("Id"),
						userId: Terrasoft.SysValue.CURRENT_USER.value
					},
					callback: this.callbackShowRequestMade,
					scope: this
				};
				ProcessModuleUtilities.executeProcess(args);
			},
			callbackShowRequestMade: function () {
				this.showInformationDialog("Votre demande a été effectuée.");
			},

Here is my business process :

And finally here is the result : https://vimeo.com/727290324/560dec0d61

 

I have this error in the console  :

XML Parsing Error: not well-formed Location: https://creatioBaseUrl/0/ServiceModel/ProcessEngineService.svc/RunProce… Line Number 1, Column 1

 

Here is the request made by my browser :

POST https://creatioBaseUrl/0/ServiceModel/ProcessEngineService.svc/RunProcess

Request body :

{
  "collectExecutionData": true,
  "parameterValues": [
    {
      "name": "accountId",
      "value": "b253a1de-10cd-452f-bd23-28ecb696b44a"
    },
    {
      "name": "userId",
      "value": "aa995be7-7611-43ea-a79d-19894080a976"
    }
  ],
  "schemaName": "RequestGetAccount",
  "resultParameterNames": []
}

Response body :

{
  "processId": "e3493a1e-0069-4164-81e1-47c7743146f0",
  "processStatus": 1,
  "resultParameterValues": null,
  "executionData": null,
  "success": true,
  "errorInfo": null
}

Do you have any idea what can I do to fix this bodyMask issue ?

 

Kind regards,

 

Julien

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When you use a callback with ProcessModuleUtilities, you're responsible for clearing the mask in the callback function.  Add MaskHelper module to the top of the code (like you did with ProcessModuleUtilities) and then call this in the callback function:

MaskHelper.HideBodyMask();

Ryan

When you use a callback with ProcessModuleUtilities, you're responsible for clearing the mask in the callback function.  Add MaskHelper module to the top of the code (like you did with ProcessModuleUtilities) and then call this in the callback function:

MaskHelper.HideBodyMask();

Ryan

Ryan Farley,

Thank you Ryan, I forgot this detail.

 

Julien

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Hi Community! Hope you are doing well.

My goal is to create leads from third party app, obviously avoiding loading duplicates.

I have those questions:

  1. I know that it exists in the process element "Find and Merge duplicate". What is the result of this item? Does it tell us what is the ID of the record that remains? The new record created or the merged record in which result/parameter? gOldRecordId?
  2. I'm working on a source code schema. Can I re use some code to achive my goal? I was reviewing some other services that create leads from landing pages or others, but they are not simple to adapt. Is there any method that allows me to validate duplicates or to do the merge by code after having saved a lead?

Any other comment or suggestion are welcome.

Thank you!

Regards.

 

 

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Dear mates,

We are facing a problem since we are using Creatio (2019).

Occasionally, while in use, Creatio stays loading and becomes unresponsive.

If we open a new tab Creatio remains inaccessible.

We have to close the browser and reopen it to be able to access it again.

Currently we are using Chrome but the problem also happened with Firefox.

Do you also encounter this problem ?

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Hello, 



Please contact our support team (support@creatio.com) for further investigation. 



Best regards,

Bogdan

 

Bogdan,

Hello Bogdan,

I allready open several tickets without any solution.

I would like to know if other users of Creatio encounter or have encountered this problem.

I will open a ticket today with the timestamp of the problem.

Thank you,

Nicolas

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how to select any contact as owner when creating a new activity, I tried to change "ShowAllContactsAsOwner" feature to true but still, I can't select only system user contacts

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Hello Moheman,

 

usually, all the users under the All employees role can be set as owners.

Please note, that custom filters can also cover up users from being added to the owner field.

You can find more information about creating activities here:

 

https://academy.creatio.com/docs/8-0/user/crm_tools/activities/create_a…

 

Regards,

Gleb.

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Dear,

 

I tried to install the following add-on from the marketplace: Starting a project (https://marketplace.creatio.com/template/starting-project)

But the installation failed. See attached log.

The Creatio instance is version is 8.0.2.

 

Any idea if this add-on can still be used and how to properly install?

 

Kind regards,

Vincent

File attachments
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I've recently tried this same package and get the same error and was going to report to support. Have you reported to support already?

Ryan

Ryan Farley,

Hello Ryan,

 

I did not report this to support as I was told that support for DevLabs add-ons is done via the community. Should I raise a ticket in the success portal?

 

Thanks

 

 

Hi Vincent,

 

I have updated the template package. Try installing the template again.

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