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!

Hi Damien,

If this is a detail with an editable list simply add this code:

"enabled": false

to the definition of the column that you need to disable (should be added to the detail page schema, not detail schema). So it should look like this:

{
				"operation": "merge",
				"name": "columnName",
				"enabled": false
				}
			},

and refresh the page.

Best regards,

Oscar

Hello Thibaut, 

The add-on is no longer supported as this functionality has been already implemented directly in a system. So you can now, for example, see the preview of the image attached to the case directly on the case page by only clicking on it (without downloading it). 

Hope it clarifies!

Best regards,

Anastasiia

Anastasiia Zhuravel,

Hello Anastasiia,

With this old add-on, it was also possible to view a PDF file in a popup, the same way as an image. Now, this is not possible anymore. Will this be implemented in a next release? 

We have a customer who used this add-on very frequently and is now complaining that he needs to download each PDF...

Kind regards,

Vincent

Vincent Tahon,

This functionality has been already implemented directly in a system. So you can now, for example, see the preview of the image attached to the case directly on the case page by only clicking on it (without downloading it). 

Best regards,

Bogdan

Bogdan,

Hello Bogdan,

This works fine for images, but not for PDF-files.

The old add-on also showed a similar preview for PDF-files, which is very convenient for our customer who uses many PDF-files.

Kind regards,

Vincent

Hi Community

Any news on this point?

we have 2 potential projects that are pending on having this feature in Creatio exactly for the same reasons described by Vincent.

pdf preview is available in most of the competition and it would be a big plus to have in Creatio as an OOB feature

thanks

Luis

Luis Tinoco Azevedo,

did you find a solution ?

Hello,



According to OOB logic, you cannot start a business process based on the SysProcessLog table. But there is a very simple workaround. You can create a view based on the SysProcessLog table and add this newly created object into your business process as a starting signal. Also, you can add different conditions for the records that can be added to your view so having it done you can manage the list of processes that will be added into your view.

You can find a way how to add a view on our Community.

Best regards,

Bogdan

Thanks, Bogdan! 

Hi Francois,

This usually happens if there are more than 1 workplace set for the Mobile App. The best way is to check your Mobile wizard and see if any of those sections linked to any of the workplaces.

I double checked and nothing is refering to the order. (I only kept Account/Contact/Activity/Lead.  The data that I'm showing does not call ORDERs or Products in Orders) 

But I still see :  Importing data (OrderProduct) = over 2 Millions records.

 

Can we limit the amount of Order records  (Today's data ONLY) ?

Hello Julien,

I have implemented something like what you're referring to. I have a section where a client manages "areas" and zip codes are assigned to each area (in a detail in this section). This client didn't want to have to create a filter to locate the area for a zip each time they needed - they always locate an area by a zip code in the area. I implemented the ability to search for an area based on a zip code in the detail for the area. It turned out like this: 

Basically, I did the following in the section schema: 

1) Add a text attribute for the value being searched, you'll also want to add an onChange for the attribute so it triggers a change event method. Mine looks like this (note, all the updateSection function does is refresh the section - this is a function in the base section):

attributes: {
	"ZipSearchValue": {
		dataValueType: Terrasoft.DataValueType.TEXT,
		value: "",
		onChange: "updateSection"
	}
}

2) Add an element to the diff bound to the attribute in #1. You could add this with parentName "FiltersContainer" or "GridUtilsContainer", depending on where you want it, but you'll likely need to style it with some CSS to get it to look right. Mine looks like this: 

{
	"operation": "insert",
	"name": "ZipSearchText",
	"parentName": "FiltersContainer",
	"propertyName": "items",
	"index": 0,
	"values": {
		"layout": {
			"colSpan": 12,
			"rowSpan": 1,
			"column": 0,
			"row": 0,
			"layoutName": "FiltersContainer"
		},
		"hasClearIcon": true,
		"bindTo": "ZipSearchValue",
		"caption": "Find zip",
		"classes": {
			"wrapClassName": ["fx-zipsearch"]
		}
	}
}

3) When the user types in the textbox, it will trigger the onChange which just refreshes the section. When the section refreshes, it will call the getFilters method in the section code where you can append to the filters for the list. I have an article about that here: https://customerfx.com/article/programmatically-overriding-or-adding-fi… My filter method looks like this:

getFilters: function() {
	var filters = this.callParent(arguments);
 
	if (!Ext.isEmpty(this.get("ZipSearchValue"))) {
		var filter = Terrasoft.createFilterGroup(),
			subFilters = Terrasoft.createFilterGroup();
 
		subFilters.add("ZipValueFilter",
			Terrasoft.createColumnFilterWithParameter(Terrasoft.ComparisonType.EQUAL, "UsrZipCodeValue", this.get("ZipSearchValue").trim())
		);
 
		filter.addItem(Terrasoft.createExistsFilter("[UsrZipCode:UsrDistributorArea].Id", subFilters));
		filters.add("ZipSearchFilter", filter);
	}
 
	return filters;
}

Hope this helps get you started.

Ryan

Ryan Farley,

Thank you for your contribution. It will be very useful.

In the "OperatorCustomerEngagementCenter" package there is a client module named "SearchAccountAndContactPage.js". You can find a screenshot here: https://community.creatio.com/questions/adding-button-search-contacts-a…

I will try to load a custom view like this and use your answer to create filters. I'll post how I did it once done so other people can do it too.

Best regards,

Julien

Change it from this:

"enabled": this.checkIfInHR()

To this (and move inside of "values"):

"enabled": { "bindTo": "checkIfInHR" }

Ryan

Hi Julien,

I cannot see the checkIfInHR method call on the init method execution, but I suppose you wanted to call it inside the "enabled" property of the Tab0f271a37TabLabel object. Ok, but the problem is that you need to use:

"enabled": {"bindTo": "checkIfInHR"},

and also the "enabled" property should be initialized inside the "values" object. So the code should've been:

onEntityInitialized: function() {
				this.callParent(arguments);
				this.mixins.MultiChoiceMixin.init.call(this, arguments);
				this.checkIfInHR();
				},
 
....
 
{
				"operation": "insert",
				"name": "Tab0f271a37TabLabel",
				"values": {
					"enabled": {"bindTo": "checkIfInHR"},
					"caption": {
						"bindTo": "Resources.Strings.Tab0f271a37TabLabelTabCaption"
					},
					"items": [],
					"order": 11
				},
				"parentName": "Tabs",
				"propertyName": "tabs",
				"index": 10
			},

The next problem is that this approach won't work since there is no "enabled" property for tab labels. So the general approach should be modified.

I would suggest using this check in the onEntityInitialized method:

onEntityInitialized: function() {
				this.callParent(arguments);
				this.mixins.MultiChoiceMixin.init.call(this, arguments);
				this.reformTabsCollection();
			},
			reformTabsCollection: function(){
				this.checkIfInHR();
				var tabsCollection = this.get("TabsCollection");
				if (this.get("BooleanAttribute")==false) {
                        tabsCollection.removeByKey("TheTabYouNeedToBeNotVisible");
                    }
			}

Also you need to create some bool attribute where the result of the checkIfInHR method will be written (using this.set("BooleanAttribute", true) or this.set("BooleanAttribute", false) at the end of the checkIfInHR method execution based on the checkIfInHR method results). There is no need to store the tab on the page in case it should be non clickable.

Best regards,

Oscar

Oscar Dylan,

 Thank you very much !

Best regards,

Julien