Hello Shivani,

Making a (lookup) column editable on the record page only under specific conditions is possible with a help of business rules for a specific section. 

As for the lookup (lookup object) itself it's possible to set column permissions for a specific user or roles as on the screenshot 1:



However, as of now, it's not possible to lock columns for a specific lookup dynamically (after adding the record to a lookup itself) with a help of basic system tools. 



We have registered a corresponding query for our R&D team and will be awaiting for the implementation of the mentioned functionality in the upcoming versions. 

Best regards, 

Anastasiia

Hello Daniel,

We have received a reply from our R&D that indexing unlimited length text fields by checking the 'indexed' box will not work. To do this you will need to do the following:



1. Add a column

2. Compile the appllication

3. Run the following script in the browser console under the Supervisor user:

require(["ServiceHelper"], (ServiceHelper) => { ServiceHelper.callService("IndexingConfigService", "SendIndexationConfigs"); });



Then create a new record and after some time the record will be indexed by the created column.

Best regards,

Max.

Hello Malay,



Could you please provide us more detailed information on your business task? Could you share screenshots?



Thank you in advance!

Best regards,

Bogdan

Hello Bogdan,

Hello I want to apply validation for mobile number and email in activity section. For example, the phone number should be of 10 digits and only contain numbers and email format should be of the form abc@xyz.com.

I have used JavaScript for lead section to do it for the web version but how to do it for the mobile application?

Below is the screenshot of the mobile activity page where I want to apply this validation.

Regards,

Malay

Hello Malay,

You can use a custom business rule for this task. See here for an example: https://academy.creatio.com/docs/developer/mobile_development/mobile_ap…

For using the custom rule for validation, you can pass a third parameter to the callback function with a message (the validation message) and value (true or false indicating if validation passed or not).

For example:

var result = {};
if (passedTheTestAndIsValid) {
    result = {
        value: true
    };
}
else {
    result = {
        value: false,
        message: "The entered value is invalid"
    }
}
 
// now include the result in the callback
Ext.callback(callbackConfig.success, callbackConfig.scope, [result]);

Ryan

Ryan Farley,

 Thanks for share it. You have any example using esq query in custom business rules for validations?

Christian Kern,

1. File will be stored in configurations.

2. The main rule - the first word of business rule name should be the section name. Like "Contact", "Case", "Account". 

Best regards, 

Bogdan L.

Hello Shivani, 

1. Usually such operations performing with Business Processes and script tasks and honestly we don't have much convenient options for that. 

2. Script tasks exist for this kind of operations. You may use next code to achieve your requirements: 

var userConnection = Get<UserConnection>("UserConnection");

Also please check out this link with web-services it might be useful: 

https://academy.creatio.com/docs/developer/back-end_development/configu…

Thank you!

Regards, 

Bogdan L.

Thank you Bogdan. I found a post: https://community.creatio.com/questions/esq-application-access-rights

and it advices to get systemUserConnection as follows :

private SystemUserConnection _systemUserConnection;
private SystemUserConnection SystemUserConnection {
	get {
	     return _systemUserConnection ?? (_systemUserConnection = 
        (SystemUserConnection)AppConnection.SystemUserConnection);
	}
}

But looks like AppConnection is not a static class and I get the error in IDE as below. Please advice if I am doing something wrong or if the above suggestion does not work





In short passing the user connection from script task to call a source code or using BaseService for Web APIs is the only way to get userconection? 

 

Shivani Lakshman,

Please use User Connection from the script task to achieve the task desired.

Best regards,

Oscar

Update : One can create a new source code schema with a class that inherits from AppEventListenerBase.

The class has UserConnection as a property.  The UserConnection can be set using methods given in the code below. The onAppStart is called everytime IIS (webserver) is restarted or after compilation. 

// Property
protected UserConnection UserConnection	{
	get;
	private set;
	}
 
public override void OnAppStart(AppEventContext context) {
            base.OnAppStart(context);
            UserConnection = GetUserConnection(context);
            SetupConsumerJob();
        }
 
 
protected UserConnection GetUserConnection(AppEventContext context)    {
            var appConnection = context.Application["AppConnection"] as AppConnection;
            if (appConnection == null) {
                throw new ArgumentNullOrEmptyException("AppConnection");
            }
            return appConnection.SystemUserConnection;
        }

Hello Federico, 

We performed some tests in order to achieve your requirement, but it seems like such implementation is not possible for now. The only one business rule will be active in this case. We already informed our Core R&D team and we will work to add such functionality in our next releases. Thank you for understanding!

Best Regards, 

Bogdan L.

Hello kumar,

First of all, you'll need to enable the fax communication type for contacts in the Communication option types lookup. See https://share.customerfx.com/GGuWjxy7

Then, once you've added the contact field for Fax on the contact, you can keep it in sync with a process or use an entity event sub-process in the Contact and ContactCommunication objects. The process route is pretty straight forward, however, in order to see it update in the other place right away, you'll want to send a message from the process to the page so you can reload the page and see the change. See https://customerfx.com/article/how-to-refresh-a-page-from-a-process-in-…

Hope this helps

Ryan

Ryan Farley,

Thank you for your reply. 

In the case of contact's phone or email field change on the contact page, the add/edit in contact communication details happen even before save button is clicked. Can such thing be implemented for Fax field as well? 

On account page, unlike contact object, fax field came with out of the box and behaves intuitively, change in account.fax changes right account communiction option right there even before save button is clicked. 

Do you think that is not possible with Fax field on Contact? 

Hello Kumar, 

The Account object has a base lookup "Fax" field, which can be added to the left panel of the record page and for which the "connection" with the "Communications options"  detail is implemented in a base code, so while changing the value in the column on the left panel the corresponding value will be reflected in the detail (same as for "Email" or "Phone"). However, you can use the "Fax" option for the Contacts record after it's added to the lookup "Communication option types" in the "Communications options"  detail but it won't create "Fax" field for the Contact object. Even after such field is added to the Contact object manually, it still requires the "connection" between field and detail to be implemented by code. As of now, there is no way to implement such functionality only with basic system tools and development is needed.

As a workaround suggestion,  you can proceed with a variant provided by Ryan. 

From our side, we have already registered the corresponding query for our R&D team and will be awaiting for the implementation of the mentioned functionality in the upcoming versions. 

Should you have any questions, please let us know!

Best regards,

Anastasiia 

kumar,

Hello kumar. I've not tested this yet, so not 100% sure this will work, but I believe you could do the following and it should work the same as the account page does.

1. Create a replacing view module for "ContactCommunicationDetail"
2. Add the following code:

define("ContactCommunicationDetail", ["ConfigurationConstants"], function(ConfigurationConstants) {
	return {
		methods: {
			initMasterDetailColumnMapping: function() {
				this.callParent(arguments);
 
				var mappings = this.get("MasterDetailColumnMapping");
				mappings.push({
					"CommunicationType": ConfigurationConstants.CommunicationTypes.Fax,
					"MasterEntityColumn": "UsrFax" // change this to whatever your Fax column is called on Contact
				});
				this.set("MasterDetailColumnMapping", mappings);
			}
		}
	};
});

That should handle the value getting updated from the communication options detail to the Contact.

Then, on the ContactPageV2 code,

1. Wire up a change event for the Fax column - see https://customerfx.com/article/triggering-an-event-when-a-field-is-chan…
2. In the methodName for the change event use the method name "syncEntityWithCommunicationDetail"

Ryan

Thank you Ryan, I actually did the change very close to what you suggested. It works for the UI part of the logic as expected but the Fax field isn't getting saved in the contact object when 'Save' is clicked. 

Can't figure out why. 

Fax on ContactCommunication is getting updated but fax on contact object is not. The fax field is not passed to the UpdateQuery for contact when Save is clicked. 

Hello Kumar,

Possible reasons are incorrect proxy settings or other parameters of the SVN server, incorrect URL to which you are trying to connect.

To understand where the error occurred, try connecting to the server not from the application or from the browser to the web interface, but from another program for working with SVN (for example, through the TortoiseSVN Repository Browser). If the error is reproducible, then the problem is in the infrastructure, not in the application.

Best regards,

Bogdan.

Thank you for the response. 

It was indeed an infrastructure issue. The IIS server not able to talk with SVN. 

Hello,

It is also necessary to mark the necessary column attribute Indexed as true. After that the column data will be available in the search list.

If it is still not found by the global search, I suggest to contact the support team via support@creatio.com to have a closer look at your object settings.

Regards,

Dean

Thank you for the reply.  I see how to do this when adding a new column.  But in this case, I have a user column that was previously added and I cannot find how to edit the column to check this box.

Hello,

Here it is:

Regards,

Dean

Dean,  Thanks again.  I've tried that.  I can follow these steps in our DEV environment and I can check the box in DEV, however, in our production environment, I cannot make the same change (and I've tried several instances of the LEAD object.  We made the changes to add user columns in our DEV environment, then exported a package and imported it into our production environment.  Now, I want to make this change for indexing purposes in production, but I am unable to make changes on the column.  Any ideas?

Hello,

You need to replace OpportunityCompetitorPageV2 of the Opportunity package and change this method:

From :

externalValidate: function() {
					if (!this.get("Supplier") && !this.get("CompetitorProduct")) {
						var message = Ext.String.format(
							this.get("Resources.Strings.SupplierOrProductRequiredMessage"));
						this.showInformationDialog(message);
						return false;
					}
					return true;
				},

To:

externalValidate: function() {
					if (!this.get("Supplier") && !this.get("CompetitorProduct")) {
 
						return true;
					}
					return true;
				},

After that you will not get the notification and will be able to save record on the competitors detail.

Regards,

Dean

Hi Ricardo,

Everything is simple - these specific circumstances should be included into the logic of custom method calls inside the JavaScript code. So the logic itself should be redesigned.

Best regards,

Oscar

Oscar Dylan,

Ok, but what I am looking for is a way of disabling the handler method activation in the attribute dependency, so that when the field is updated by the code the handler method will not be triggered... The Javascript code would first disable the dependency method call, update the field, and then enable the dependency control again.

Ricardo Bigio,

One way to accomplish that is to add a property or attribute to the code where you can set a flag that the field is being updated via code, then in the event handler, check this flag to see if you should exit or continue The flag would only get set by code, so the user entering a value the flag won't be set and the event handler will trigger normally. Something like this:

suppressEvent: false,
 
funcThatSetsDependentColumn: function() {
    this.suppressEvent = true; // set flag to suppress the event
    this.set("UsrDependentColumn", value); // set the column that will trigger the event
},
 
dependentColChangeHandler: function() {
    // check if flag is set to suppress the event
    if (this.suppressEvent) {
        this.suppressEvent = false; // unset the flag and exit
        return;
    }
 
    // do other stuff in the event handler here
}

Hope this helps,

Ryan