I believe its best to use only one record in the system to be linked to the Approval. You just have to ask yourself what the user is accuallt approving and commit to that. Is it the Opportunity(aka Pitch?) or the Project(aka Matter?)?

If I wanted to display History of Approvals of the Opportunity, on the Project Page, that's easy to set up using a Detail. Easy to use and good overview as well

You could modify the Approval object and have it be connected to an Project (this not the same as the Link-function since that's pretty special). But I gotta wonder if this is neccessary

Hi Julien,

As for your first question - it's not clear which string-link field on the mini page you are refering to. I hope this community post where a similar question was asked will be useful - https://community.creatio.com/questions/convert-text-field-hyperlink.

As for your second question - the logic behind the email column is stored in the BaseCommunication and ContactCommunication objects in the Base package (processes on these objects). You need to study how the logic is declared there.

Best regards,

Oscar

Oscar Dylan,

Thank you for your answer, about my first question I mean a mini page that shows when you hover on a record :

I need to change a field that shows on the minipage to a link (with target _blank). On a page directly I can use a "ShowAsLink" attribute, but the component on a minipage that shows a text field is a label, which don't have a "ShowAsLink" attribute.

Thank you for your answer on the second question, I'll dig into the Base Package.

Best regards,

Julien Gunther

Julien Gunther,

This minipage is a "view" type minipage for the section that is used as a lookup reference. So you need to create the same logic described in the community post I shared above for the field on that minipage.

Best regards,

Oscar

Oscar Dylan,

The text field is rendered as a label, and it throw me this error :

Uncaught Object { message: "Property showValueAsLink is not defined in class Terrasoft.controls.Label" }

here is my diff :

			{
				"operation": "insert",
				"name": "Linkedin889ba056-f389-4852-a0f2-b5f8caede729",
				"values": {
					"layout": {
						"colSpan": 24,
						"rowSpan": 1,
						"column": 0,
						"row": 10,
						"layoutName": "MiniPage"
					},
					"isMiniPageModelItem": true,
					"visible": {
						"bindTo": "isViewMode"
					},
					"bindTo": "Linkedin",
					"showValueAsLink": true,
					"controlConfig": {
						"enabled": true,
						"href": {
							"bindTo": "getLinkedin"
						},
						"linkclick": {
							"bindTo": "onExternalLinkClick"
						}
					}
				},
				"parentName": "MiniPage",
				"propertyName": "items",
				"index": 13
			},

and the methods :

		methods: {
			getLinkedin: function() {
				return this.getLink(this.get("Linkedin"));
			},
			onExternalLinkClick: function() {
				return;
			},
			getLink: function(value) {
				if (Terrasoft.isUrl(value)) {
					return {
						url: value,
						caption: value
					}
				}
			}
		},

Best regards,

Julien Gunther

Julien Gunther,

Ok, we can do it in another way. We can create a virtual column, populate it with the value from the main record and display it not as a label in the minipage, but as a string field. For example using the code below (was added to the ContactMiniPage in my case):

define("ContactMiniPage", [], function() {
	return {
		entitySchemaName: "Contact",
		attributes: {
			"LinkedIn": {
				"type": Terrasoft.ViewModelColumnType.VIRTUAL_COLUMN,
				"value": ""
			}
		},
		modules: /**SCHEMA_MODULES*/{}/**SCHEMA_MODULES*/,
		details: /**SCHEMA_DETAILS*/{}/**SCHEMA_DETAILS*/,
		businessRules: /**SCHEMA_BUSINESS_RULES*/{}/**SCHEMA_BUSINESS_RULES*/,
		methods: {
			onEntityInitialized: function() {
				this.callParent(arguments);
				var linkedInValue = this.get("UsrLinkedIn");
				this.set("LinkedIn", linkedInValue);
			},
			getLinkedInLink: function() {
				return this.getLink(this.get("LinkedIn"));
			},
			getLink: function(value) {
				if (Terrasoft.isUrl(value)) {
					return {
						url: value,
						caption: value
					};
				}
			},
			onLinkedInLinkClick: function() {
				return;
			},
		},
		dataModels: /**SCHEMA_DATA_MODELS*/{}/**SCHEMA_DATA_MODELS*/,
		diff: /**SCHEMA_DIFF*/[
			{
				"operation": "insert",
				"name": "LinkedIn",
				"values": {
					"showValueAsLink": true,
					"controlConfig": {
						"href": {
							"bindTo": "getLinkedInLink"
						},
						"linkclick": {
							"bindTo": "onLinkedInLinkClick"
						}
					},
					"layout": {
						"colSpan": 24,
						"rowSpan": 1,
						"column": 0,
						"row": 11
					},
					"caption": {
						"bindTo": "Resources.Strings.LinkedIn"
					},
					"bindTo": "LinkedIn",
				},
				"parentName": "MiniPage",
				"propertyName": "items",
				"index": 5
			},
			{
				"operation": "merge",
				"name": "HeaderContainer",
				"values": {
					"layout": {
						"colSpan": 24,
						"rowSpan": 1,
						"column": 0,
						"row": 0
					}
				}
			},
			{
				"operation": "merge",
				"name": "TimezoneMiniContactPage",
				"values": {
					"layout": {
						"colSpan": 24,
						"rowSpan": 1,
						"column": 0,
						"row": 9
					}
				}
			},
			{
				"operation": "merge",
				"name": "JobInfoContainer",
				"values": {
					"layout": {
						"colSpan": 24,
						"rowSpan": 1,
						"column": 0,
						"row": 10
					}
				}
			},
			{
				"operation": "move",
				"name": "JobInfoContainer",
				"parentName": "MiniPage",
				"propertyName": "items",
				"index": 2
			},
			{
				"operation": "merge",
				"name": "Name",
				"values": {
					"layout": {
						"colSpan": 24,
						"rowSpan": 1,
						"column": 0,
						"row": 1
					}
				}
			},
			{
				"operation": "merge",
				"name": "Type",
				"values": {
					"layout": {
						"colSpan": 24,
						"rowSpan": 1,
						"column": 0,
						"row": 2
					}
				}
			},
			{
				"operation": "merge",
				"name": "Account",
				"values": {
					"layout": {
						"colSpan": 24,
						"rowSpan": 1,
						"column": 0,
						"row": 3
					}
				}
			},
			{
				"operation": "merge",
				"name": "JobTitle",
				"values": {
					"layout": {
						"colSpan": 24,
						"rowSpan": 1,
						"column": 0,
						"row": 4
					}
				}
			},
			{
				"operation": "merge",
				"name": "Department",
				"values": {
					"layout": {
						"colSpan": 24,
						"rowSpan": 1,
						"column": 0,
						"row": 5
					}
				}
			},
			{
				"operation": "merge",
				"name": "MobilePhone",
				"values": {
					"layout": {
						"colSpan": 24,
						"rowSpan": 1,
						"column": 0,
						"row": 6
					}
				}
			},
			{
				"operation": "merge",
				"name": "Email",
				"values": {
					"layout": {
						"colSpan": 24,
						"rowSpan": 1,
						"column": 0,
						"row": 7
					}
				}
			},
			{
				"operation": "remove",
				"name": "OwnerEdit"
			},
			{
				"operation": "remove",
				"name": "Owner"
			},
			{
				"operation": "remove",
				"name": "OwnerButtonContainer"
			},
			{
				"operation": "remove",
				"name": "OwnerCallButton"
			},
			{
				"operation": "remove",
				"name": "OwnerEmailButton"
			}
		]/**SCHEMA_DIFF*/
	};
});

As a result I received a clickable linkedin field in the view-minipage:

Hope it will work in your case as well.

Best regards,

Oscar

Oscar Dylan,

I still have the same error :

Uncaught Object { message: "Propriété showValueAsLink is not defined in class Terrasoft.controls.Label" }

Here is my code :

define("MTF_Candidat1MiniPage", [], function() {
	return {
		entitySchemaName: "MTF_Candidat",
		attributes: {
			"LinkedinVirtual": {
				"type": Terrasoft.ViewModelColumnType.VIRTUAL_COLUMN,
				"value": ""
			}
		},
		modules: /**SCHEMA_MODULES*/{}/**SCHEMA_MODULES*/,
		details: /**SCHEMA_DETAILS*/{}/**SCHEMA_DETAILS*/,
		businessRules: /**SCHEMA_BUSINESS_RULES*/{}/**SCHEMA_BUSINESS_RULES*/,
		methods: {
			onEntityInitialized: function() {
				this.callParent(arguments);
				this.set("LinkedinVirtual", this.get("UsrLinkedin"))
			},
			getLinkedinLink: function() {
				return this.getLink(this.get("LinkedinVirtual"));
			},
			onExternalLinkClick: function() {
				return;
			},
			getLink: function(value) {
				if (Terrasoft.isUrl(value)) {
					return {
						url: value,
						caption: value
					}
				}
			}
		},
		dataModels: /**SCHEMA_DATA_MODELS*/{}/**SCHEMA_DATA_MODELS*/,
		diff: /**SCHEMA_DIFF*/[
			// other items in diff ....
			{
				"operation": "insert",
				"name": "Linkedin889ba056-f389-4852-a0f2-b5f8caede729",
				"values": {
					"layout": {
						"colSpan": 24,
						"rowSpan": 1,
						"column": 0,
						"row": 10,
						"layoutName": "MiniPage"
					},
					"caption": "Linkedin",
					"isMiniPageModelItem": true,
					"bindTo": "LinkedinVirtual",
					"showValueAsLink": true,
					"controlConfig": {
						"href": {
							"bindTo": "getLinkedinLink"
						},
						"linkclick": {
							"bindTo": "onExternalLinkClick"
						}
					}
				},
				"parentName": "MiniPage",
				"propertyName": "items",
				"index": 39
			}
		]/**SCHEMA_DIFF*/
	};
});

"isMiniPageModelItem" is a required attribute, if set to false or removed it raise this error:

Uncaught Object { message: "DataValueType.null is not supported" }

Do you have another solution ?

Best regards,

Julien

Julien Gunther,

Your error comes from some place that is not present in the code I shared. Everything is working on my end, please perform an absolutely same setup.

Best regards,

Oscar

Hello,

I've created a logic that will display recipients specified in the "To" field of the email. Here is how it looks like on my end:

To achieve this I've performed the following steps:

1) Created a replacing view module in configurations and selected EmailItemSchema as a parent module:

2) Added the following code there (the implementation was created using the email body as an analog):

define("EmailItemSchema", ["BusinessRuleModule", "EmailConstants"], function(BusinessRuleModule, EmailConstants) {
	return {
		entitySchemaName: EmailConstants.entitySchemaName,
		methods: {
			getRecipients: function() {
				var recipientsList = this.get("Recepient");
				return "Recipients: " + recipientsList;
			}
		},
		diff: /**SCHEMA_DIFF*/[
			{
				"operation": "insert",
				"name": "RecipientsContainer",
				"parentName": "EmailMessage",
				"propertyName": "items",
				"values": {
					"itemType": Terrasoft.ViewItemType.CONTAINER,
					"items": []
				}
			},
			{
				"operation": "insert",
				"parentName": "RecipientsContainer",
				"propertyName": "items",
				"name": "RecipientsText",
				"values": {
					"itemType": Terrasoft.ViewItemType.LABEL,
					"caption": {bindTo: "getRecipients"},
					"classes": {
						"labelClass": ["message-email-text"]
					},
				}
			},
		]/**SCHEMA_DIFF*/,
		rules: {}
	};
});

3) Refresh the page

You can use the example above to develop your own logic if needed.

Best regards,

Oscar

Hello Gaurav,

Unfortunately, our platform does not have any presents for such projects.

Although, it is possible to achieve such configuration by setting up roles and distributing the access to the system between your customers.

For example: You can branch out the access in the way that only certain users will full access to all the data on your instance while "franchises" will be able to access the information only related to them.

Thank you,

Artem.

Artem,

Thanks for providing that information, but what is going to be name of entity/object which will represent a Franchise/Partner in creation CRM, I can see Partnerships, Accounts etc but not sure it can be used to represents a franchise or not. Also can we achieve the flexibility of assigning a lead, deal to a user where dropdown will only show the users/employees of that franchise not all users in system. We can filter by franchise, means can see all leads, contacts, deals etc for each franchise and so on. Can we customize the Creation CRM which means all sales, marketing and service to this much extent or its too much to do, I mean adding new tables/entities or columns in user tables etc. Please suggest.

Take a Look at this franchise management app developed on Creatio CRM. Here is the link: https://marketplace.creatio.com/app/franchise-management-creatio

Harold Busby,

Thanks for providing that link, I have installed this app but not sure what is entity for franchise in this app, can you please share some link to its documentation so that I can understand it.

Hello Massimiliano,

As for the automated symbols download - yes, please download them manually in case automated download didn't download all the symbols.

As for the breakpoint set - unfortunately there is no standard solution for this, only those described in forums here or here.

Best regards,

Oscar

Oscar Dylan,

Hello Oscar,

It seems related to the "Optimize code" option but it seems to me that Creatio compiles the packages in Release mode and not in Debug mode. Does the issue comes from that? Is there any solutions?

Thakns

Best regards

Massimiliano

Massimiliano,

<compilation debug="true" targetFramework="4.7">

        <assemblies>

          <add assembly="System.Runtime, Version=4.0.0.0, Culture=neutral, PublicKeyToken=b03f5f7f11d50a3a" />

        </assemblies>

      </compilation>

and all other settings performed in terms of the article you sent should compile packages in debug mode.

Best regards,

Oscar

Dear Oscar

I tried to change that setting in both web.config files (the "root one" and the "Terrasoft.WebApp one") but it didn't work. I saw that the dll's are compiled into the "Release" folder and not into "Debug" folder.

Am I doing something wrong?

If we set "debug=true" in the web.config files, are the packages created correctly to be deployed to production environments or do we need to reset the "debud=false" and recompile before exporting the packages?

Best regards

Massimiliano

Adding to the above question, noticed that access assigned record level to any records is not working as expected. Even if all the users are given only read access, still the users are able to edit the record in  7.18.5.1500 version

Amritha Mayan Gorky,

Hello, 

In our system Managers of a group inherit all the access rights of other users in this group. It's expected oob behavior and this logic cannot be overwritten with a business process, meaning that even if you remove the access rights with a help of business process, they will be granted on a system level.

As of now, such behavior cannot be changed with a help of basic system tools and require development. 

Also, we already have a corresponding query for our R&D team to implement the described functionality in the upcoming versions.

I will assign this case to the project in order to increase its priority.

Thank you for helping us to make our application better!

Best regards, 

Anastasiia

Hello Julien,

I believe this should be possible as you have the connections between your objects. Could you please contact Creatio support team using support@creatio.com so we can help you with the filter setup in your system?

Thank you,

Bogdan S.

Hi Andrew,

Just an idea, you could possibly use a formula to get the value you're after. It would be a big series of ?: statements to ultimately put the value into a process parameter. For example: 

(BaseCurrency == "TWD" ? [#Get base currency rate.TWD#] : (BaseCurrency == "USD ? [#Get base currency rate.USD#] :  ...you get the idea))

If you're only going to be handling the 5 currencies you have in your screenshot, you could put each in it's own process param and then would be easier to work with for the formula or in a script task.

Ryan

Ryan Farley,

Hi Ryan, thank you for your advise. Yes, your suggestion is a solution which I thought of previously. But I didn't find any "if then else" formula in the documentation from Creatio. Can you show me where to find this formula? Thank you very much!