Sales_Creatio_enterprise_edition

19:01 Apr 11, 2022

This article shows how to refresh a page from a process once complete: https://customerfx.com/article/how-to-refresh-a-page-from-a-process-in-…

To refresh a specific detail, see https://customerfx.com/article/refreshing-a-page-or-detail-sections-on-…

Basically, the process needs to send a message back to the client. The client listens for this message on the page, then when received, refreshes the detail.

Ryan

19:01 Apr 11, 2022

This article shows how to refresh a page from a process once complete: https://customerfx.com/article/how-to-refresh-a-page-from-a-process-in-…

To refresh a specific detail, see https://customerfx.com/article/refreshing-a-page-or-detail-sections-on-…

Basically, the process needs to send a message back to the client. The client listens for this message on the page, then when received, refreshes the detail.

Ryan

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dashboard

How to show "Modified by" contact name on opportunity dashboard ?

Damien Collot

10:48 Mar 31, 2022

Hi all,

were trying to show the contact who was responsible for setting an opportunity at a certain stage of the DCM .

The base object of the dashboard is on Opportunity. So when we try to add the person who modified the opp, we try to look in available data on the object "Stage in opportunity". We are able to show when the stage started. But we cannot figure out how to select who did the change (Modified by). Any advice ?

1 comments

Anastasiia Zhuravel

15:04 Apr 01, 2022

Hello Damien,

In this particular case object "Opportunity" may have a lot of connected records with "Stage in opportunity" object. In other words, the system doesn't know which value exactly should be displayed for the record and you can only display the number of it (Quantity column from your screenshot).

In order to achieve your business task there is a need to create a chart based on the "Stage in opportunity" object.

Hope it clarifies!

Best regards,

Anastasiia

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devlabs

WordPress_Plugin

connection_issue

PROBLEM: WordPress PlugIn Connection

15:09 Mar 30, 2022

We are having an issue with the BPMonline WordPress plugin not pulling information from our forms - instead sending them to an error page. We have isolated that the plugin is the issue as the forms work okay when the plugin is removed.

Have upgrades been made to the plugin's compatibility with the Php 8.0 and/or WordPress Platform 5.9?

Please advise.

6 comments

Artem

17:04 Mar 31, 2022

Hello Jess,

Could you please tell us with what versions of PHP and WordPress the plugin did work?

Thank you,

Artem.

21:36 Apr 01, 2022

Pre-issue:

PHP: 7.4

Wordpress: 5.9.1

We are currently on:

PHP: 8.0

Wordpress: 5.9.2

We started having this issue on 3/9. We updated the platforms on 3/23. We have just gone in and tested - by turning the BPMonline plugin back on and we are still receiving a Wordpress "critical error" notice.

Thank you,

Jess

18:04 Apr 06, 2022

Artem,

Hi Artem, Making sure you saw my above response.

Thanks,

Jess

22:27 Apr 12, 2022

Artem,

Will you be able to assist here?

19:00 Apr 18, 2022

Artem,

I just messaged you directly regarding the above. Hoping you can help or point me in the direction of someone who can.

Thanks,

19:26 Apr 18, 2022

Jess,

Do you know what the error is? If it is something like this:

Fatal error: Uncaught Error: Undefined constant "bpmRef"

Then it is because of how newer php versions treats constant string values. If you feel adventurous enough to edit the plugin (and if that is the error you're getting), you can fix it by doing the following (there are 3 lines to change, basically just enclosing some values in quotes). NOTE: only do this if you're comfortable editing the PHP code, doing something wrong can break your whole website. So proceed at your own risk. If this isn't something you're comfortable with, contact a PHP developer for help.

In Wordpress to go Plugins -> Plugin Editor.
Select "Forms-3rd-Party-Integration-Bpmonline-1.0.6" and make sure you have the "forms-3rdparty-integration.php" file selected.
Go to line 611 and change this:

if(isset($_COOKIE[bpmRef])) {
to this (notice quotes around bpmRef):

if(isset($_COOKIE["bpmRef"])) {
Go to line 617 and change this:

if(isset($_COOKIE[bpmHref])) {
To this (notice quotes around bpmHref):

if(isset($_COOKIE["bpmHref"])) {
Go to line 623 and change this:

if(isset($_COOKIE[bpmTrackingId])) {
To this (notice quotes around bpmTrackingId):

if(isset($_COOKIE["bpmTrackingId"])) {
Save the file by clicking "Update file"

I don't know if you'll encounter other errors with the plugin code, but that will fix the error I mentioned above.

Ryan

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mobile

Image_Upload

How to UPLOAD an image from Mobile

7.17

Francois Breault

15:49 Mar 25, 2022

Hi there,

I'm trying to UPLOAD a picture that I took from the camera of my Iphone, into the CRM.

Ideally, that picture would be connected to :

- an Account

- a Contact

- a custom list of competitors

- a description

How would you do that ?

0 comments

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API

Business Process

Call Creatio Rest API from Business Process

Massimiliano Mazzacurati

18:47 Mar 22, 2022

I need to invoke Creatio Rest API from a Business Process to take advantage of out-of-the-box functions available via Creatio API.

For example I need to create a copy of a given Project. I saw that the "copy" button of the user interface invoke this endopint: /0/rest/ProjectUtilitiesService/CopyProjectWithStructure

The payload is like {"projectId": "54df197d-7708-4c6d-8dea-778465bec49d"}.

The response is like {"errorInfo":null,"success":true,"nextPrcElReady":false,"queryId":null,"responseStatus":null,"rowsAffected":-1,"CreatedProjectId":"0198cd7d-75b4-4924-8b06-49e2acbcb8cf"}

I need to do the same thing of the "copy button" inside a business process so I configured a web service (standard Web Service section) setting the endpoint and Basic Authentication (Supervisor username with its password set in custom system settings).

When I try the web service I get an "Unauthorized" response:

How should the web service be set to be used "from Creatio to Creatio"?

Is there a better way to reach the same goal from Business Processes?

Thanks

2 comments

Best reply

17:43 Mar 23, 2022

Have you tried just calling the classes directly as classes? There's no need to call as a service since it's just a C# class that you can call directly. Or bypass the ProjectUtilitiesService, which is just a service wrapper around ProjectCopyManager and try calling that instead.

Something like (not tested):

var copyManager = new ProjectCopyManager(UserConnection);
copyManager.CopyProjectWithStructure(projectId);

Ryan

17:43 Mar 23, 2022

Something like (not tested):

var copyManager = new ProjectCopyManager(UserConnection);
copyManager.CopyProjectWithStructure(projectId);

Ryan

Massimiliano Mazzacurati

18:04 Mar 23, 2022

Ryan Farley,

Thanks Ryan, it works; here's my code inside a script task:

var copyManager = new Terrasoft.Configuration.ProjectCopyManager(UserConnection);
Guid newProjectId = copyManager.CopyProjectWithStructure(projectId);

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Disable fields in editable detail

01:36 Mar 04, 2022

Hi community,

I'm trying to disable the columns of an editable detail to make them read only and I have read many articles about it, but I'm still having a problem that I can't fix.

I wrote this code in the GridDetail to disable the fields but I noticed that for some of the columns of the detail is not working.

getCellControlsConfig: function(entitySchemaColumn) {
    if (!entitySchemaColumn) {
        return;
    }
    var columnName = entitySchemaColumn.name;
    var enabled = (entitySchemaColumn.usageType !== this.Terrasoft.EntitySchemaColumnUsageType.None) &&
        !this.Ext.Array.contains(this.systemColumns, columnName);
    var config = {
        itemType: this.Terrasoft.ViewItemType.MODEL_ITEM,
        name: columnName,
        labelConfig: {visible: false},
        caption: entitySchemaColumn.caption,
        enabled: enabled
    };
    if (!this.values.IsEnabled) {
        config.enabled = false;
        //config.labelConfig.enabled = false;
        //this.set("Is"+columnName+"enabled", false);
    }
    if (entitySchemaColumn.dataValueType === this.Terrasoft.DataValueType.LOOKUP) {
        config.showValueAsLink = false;
    }
    if (entitySchemaColumn.dataValueType !== this.Terrasoft.DataValueType.DATE_TIME &&
        entitySchemaColumn.dataValueType !== this.Terrasoft.DataValueType.BOOLEAN) {
        config.focused = {"bindTo": "Is" + columnName + "Focused"};
    }
    console.log(config);
    return config;
},

Debugging I have discovered that the detail adds to the labelConfig the property "enabled" which is binded to an attribute ("isProductenabled").

I tried to force the property writing it in the method and I also tried to set the attribute manually, but it's not working... do you have any idea?

Let me know.

Thanks in advance.

Best regards,

Luca

5 comments

Best reply

18:36 Mar 09, 2022

Luca Tavasanis,

While I was debugging I have noticed that the properties of the labelConfig that enabled some of the fields where added in the method: "applyBusinessRulesForActiveRow: function(id, gridLayoutItems)" and to fix the issue I just added this method in the client module.

03:32 Mar 04, 2022

You can lock the fields in the editable detail using business rules on the page for the detail, rather than in code. On the page for the detail, add a business rule to make the field not editable. Something like

Condition: Boolean true = Boolean false (something that is never true)

Then: Make field editable (the condition is never true, so field is never editable)

The business rule will apply to the detail list and the fields will not be editable in the detail list.

Ryan

10:31 Mar 04, 2022

Hi Ryan,

I'm actually working with the BaseGridDetail so I can't lock it with a business rule... do you have any other idea?

Thanks anyway.

Luca

19:49 Mar 04, 2022

Luca Tavasanis,

IIRC to do it in code I usually do it like this (but unable to verify if this is correct at the moment)

getCellControlsConfig: function(entitySchemaColumn) {
    // get config from base 
    var config = this.mixins.ConfigurationGridUtilities.getCellControlsConfig.apply(this, arguments);
    var columnName = entitySchemaColumn.name;
 
    // if this is the column I want to disable
    if (columnName === "UsrMyColumn") {
        Ext.apply(config, {
            enabled: false
        });
    }
 
    return config;
}

Hopefully that gets you closer, of course, if you're wanting to disable all, you could just remove the if to check the column it's for.

Ryan

20:29 Mar 04, 2022

Ryan Farley,

I just tried what you suggested but unfortunately it's not working... it returns an error when I use this.callParent(arguments);.

Thank you anyway.

Luca

18:36 Mar 09, 2022

Luca Tavasanis,

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Deactivate "New Order" button on opportunities

Damien Collot

11:07 Feb 25, 2022

Hi,

We would like to deactivate "New Order" in opportunities, we deactivated all the processes related to orders but it is still generating.

Any idea ?

(7.18.5)

3 comments

Best reply

Vladimir Sokolov

11:54 Feb 25, 2022

Hi Damien,

If you want to deactivate button 'New order', you can add this code in diff of OpportunityPageV2:

           {

               "operation": "remove",

               "name": "CreateOrderFromOpportunityButton"

           }

Bogdan

11:42 Feb 25, 2022

Hello Damien,

Your business task could be achieved only by delelopment.

Please refer to the post by the link below:

https://community.creatio.com/questions/hide-button-opportunity-edit-pa…

Best regards,

Bogdan

Vladimir Sokolov

11:54 Feb 25, 2022

Damien Collot

18:28 Feb 25, 2022

Vladimir Sokolov,

Thanks a lot, worked like a charm :)

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Cached sysSetting undefined

17:50 Feb 19, 2022

Hi community,

I'm trying to read the value of a custom system setting in creatio from the client-side, but I noticed that even if my setting has the flag "Cached" it results undefined when I try to get the value using this code:

var test = Terrasoft.SysSettings.cachedSettings.UsrSysSettingTest;

while when I use the asynchronous way it works fine.

Code for the asynchronous way:

Terrasoft.SysSettings.querySysSettingsItem("UsrSysSettingTest", function(sysSettingTest) {

var test = sysSettingTest; //here is defined

}, this);

Do you know why this is happening?

Let me know.

Thanks in advance,

Luca

5 comments

Best reply

10:44 Mar 02, 2022

Hi everyone,

I discovered that the problem with the cached setting was the type of it. To fix the issue I simply had to change the type from Text (500) to Text (250), I tried to do the same in other environments and I had the same result.

Hope it can help.

Best regards,

Luca

Oleg Drobina

10:20 Feb 21, 2022

Hi Luca,

I was able to reproduce this behavior using the following steps:

1) Create a system setting

2) Don't relogin to the app and execute both commands you've shared in the developer console

As a result synchronous call returns undefined, async call returns value.

You need to relogin to the app to start using the setting value synchronously (if it won't help try flushing Redis).

Best regards,

Oscar

10:29 Feb 21, 2022

Hi Oscar,

I've actually logged into the app many times, I even closed the browser and flushed Redis, but I still have this issue.

Is there anything else I can do?

Thanks.

Best regards,

Luca

Oleg Drobina

11:00 Feb 21, 2022

Luca Tavasanis,

Does this issue occur in another browser? In my case cached system setting was fetched properly after relogin and the issue is not in the rights for the setting since you can fetch it asynchronously.

Best regards,

Oscar

11:27 Feb 21, 2022

Oscar Dylan,

Yes, I have this problem also in other browsers.

Best regards,

Luca

10:44 Mar 02, 2022

Hi everyone,

Best regards,

Luca

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#WebService

#webhook

WebHook using anonymous Web Service

Uriel Nusenbaum

18:07 Feb 17, 2022

Hi Colleagues! How are you?

I'm trying to develop a kind of webhook on Creatio. To achieve it I have created an anonymous web service. The issue I'm experiencing is a Bad Request 400 when receiving the request that is going to be sent by third party app. They are going to send an XML using POST request, Content-Type = text/xml, and XML Body similar to this one:

<?xml version="1.0" encoding="ISO-8859-1"?>

If i change the encoding for example to UTF-8 it works.

I tried a lot of alternatives but always I get the same result:

Changing the service contract,
Operation contract,
Mapping a custom class,
Override WebContentTypeMapper

Any recommendation? Any workaround?

Appreciate it!

Regards.

2 comments

keith schmitt

04:07 Feb 18, 2022

can you post the code?

Uriel Nusenbaum

14:38 Feb 18, 2022

keith schmitt,

How are you? Thank you your interest. As I commented I tried a lot of alternatives. Attached the code. Focus on UpdateSMSStatus /

GetInstructions / ProfileRequest. Each method has a different behavior but none of them works.

https://drive.google.com/file/d/1Q1cIxIN7GCUT-DsEJCHT2IKr1R39DkKL/view

Thank you!

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addon_Permission