Hi Community,

 

We've this situation where we need to get a specific attachment from a specific object. In order to do that we've created a new process that is using the "Process File" process element to get the Attachment, as you can see bellow:

The problem is, the "Process File" element only shows the default objects files. How can I receive the attachments from my custom objects through this element?

 

Note: Both custom object and process are on the same package.

 

Thanks in advance.

 

Best Regards,

Pedro Pinheiro

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Hello Pedro, 

The files from custom objects are available by default. For example, i've created custom section called Test2. 

No additional setup is needed. Make sure to re-log after creating custom sections in order for changes to take place.  



Best regards, 

Yurii. 

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Dear community,

 

Earlier versions of Creatio had just a few steps to configure mailbox. The 7.17 version (dev environment, Postgres DB) throws an error about system setting "ExchangeListenerServiceUri". Could any of you shed light on the benefits of this new process? Is it only in 7.17 version or all versions will have the same process of adding mailbox?

How do we configure a simple Gmail Id or Outlook Id ?

 

Thanks in advance!

 

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Hello Shivani, 

 

The Exchange Listener synchronization service synchronizes Creatio with MS Exchange and IMAP/SMTP mail services. Starting from the 7.16.0 version it is necessary to deploy the Exchange Listener synchronization service for the local websites. Starting from the 7.17.2 version the old synchronization method was fully removed. Please, find the deployment guide in the Exchange Listener synchronization service Academy article. 

 

Best regards, 

Olga. 

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in a custom SectionGridRowViewModel I need to access oa lookup column:

     just like as in

var isPlanned = this.get("FinEntryStatus").displayValue;

     I need to access the "FinType" field, such as in

var isPlanned = this.get("FinEntryStatus").FinType;

I tried to use  "lookupListConfig", but had no success.

...

          attributes: {

                    "FinEntryStatus": {

                        lookupListConfig: {

                            columns: ["FinType"]

                        }

                    }

          },

...

Please help.

Regards,

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Hi Ricardo, 

 

You need to use ActiveRow in order to get the value from the registry page.

 

Please try to use this code :

 

this.getActiveRow().get("Lookup column name").displayValue - it will return the value 

 

Please check the example below: 

 

 

Best Regards, 

 

Bogdan L 

 

 

 

Bogdan Lesyk,

Thanks for your reply. 

Clarifying:

I have a lookup named "FinEntryStatuses", which has columns, "Name", "Description", "FinType", etc

At a given selected row, with

      this.getActiveRow().get("FinEntryStatus").displayValue;

I get "Scheduled" as a response (which is  the "Name" column displayValue)

What I need is to access the "FinType" row displayValue, not the "Name" row displayValue.

would it be 

     this.getActiveRow().get("FinEntryStatus").value.get("FinType").displayValue;

?

 

 

Hi Ricardo, 

 

I will show you how it looks like: 

 

Lets imagine you are using Contacts section and you have Lookup "Type" of your contact. Here you have some values of this Lookup like "Contact person", "Customer", "Employee", "Supplier". And you picked value "Employee" for your contact.

 

 

Then in order this Lookup to be visible with "activeRow" you should go to View page and add the Lookup "Type" to fields which will be displayed. 

 

After this changes you will see the your Lookup on the registry page with selected value (Type, "Employee") like on the example above.

 

 

So therefore you will be able to get the value of chosen Lookup(which is already added on the selected record).

 

If you debug this code in your browser you can see that value of needed Lookup is visible and you can take it for your further actions. Example below: 

 

 

Please make sure that you added this Lookup on the registry page and choose the value for it, because otherwise it won't be visible  and you will not be able to take this value(pic.2).

 

 

Best Regards, 

 

Bogdan L.

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Hi, I am using the cloud trial version of sales enterprise Creatio. I am getting this compilation error every time I compile my instance. On rare occasions it gets complied successfully. The same is true when I try to publish objects etc. Why is this error frequent and how do I rectify it ?

 

PS: The path mentioned in the error screenshot doesn't exist in my PC. Hence I assume the path is a part of Creatio cloud side and the error too. 

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Hello

 

The error usually appears if the system compilation is started by 2 or more users at the same time. One more scenario is when the compilation is still running and another compilation is started and not finished. Most likely this happens in your case.

You need to wait till the process is finished. The directory from the error message comes from application server and means that the static content is still generated there. 

It might take more time than usual with trial\demo instances since they do not have much resources to finish the process faster.

 

Regards,

Dean

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Hello,

A user has a phone call that does not hang up and is still displayed in the call section for 3 days.

What solutions are there to solve this problem, please?

Creatio version: 7.17.4.2265

Telephony under Asterisk

 

 

 

 

Best regards

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Dear Antoine, 



Please contact our support team via an email: support@creatio.com and submit the support request so we could check it.

Please provide us with more detailed information on this issue in your letter and mention about the community post you have created on this issue. 



Thank you in advance.



Kind regards,

Roman

Hello Roman,

 

I have sent my request to support as requested.

 

Thank you.

Hello Antoine, 



Such situations occur when during a call the connection between TMS service and Asterisk is lost. TMS service restart is required to fix the issue. 



Best regards, 

Yurii. 

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I have this Action Item and onClick of it, want to trigger a Business Process. How can this be achieved?

 

Thanks

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Dear Anu, 



Can you please specify with more details on how exactly would you like to trigger the process? 



Thank you. 

AnuRoman Brown,



Here is the Academy article to call the BP (Business Process) from the Action items menu.

https://academy.creatio.com/docs/developer/integrations_and_api/busines…

 

Sample,

 

define("AccountPageV2", ["ProcessModuleUtilities"], function(ProcessModuleUtilities) {
    return {
        entitySchemaName: "Account",
        methods: {
            // Проверяет, заполнено ли поле [Основной контакт] страницы.
            isAccountPrimaryContactSet: function() {
                return this.get("PrimaryContact") ? true : false;
            },
            // Переопределение базового виртуального метода, возвращающего коллекцию действий страницы редактирования.
            getActions: function() {
                var actionMenuItems = this.callParent(arguments);
                actionMenuItems.addItem(this.getActionsMenuItem({
                    Type: "Terrasoft.MenuSeparator",
                    Caption: ""
                }));
                actionMenuItems.addItem(this.getActionsMenuItem({
                    "Caption": { bindTo: "Resources.Strings.CallProcessCaption" },
                    "Tag": "callCustomProcess"                
                }));
                return actionMenuItems;
            },
            // call you porcess
            callCustomProcess: function() {
                var contactParameter = this.get("PrimaryContact");
                var args = {
                    // Process name
                    sysProcessName: "UsrCustomProcess",
                    // parameters process
                    parameters: {
                        ProcessSchemaContactParameter: contactParameter.value
                    }
                };
                // run process
                ProcessModuleUtilities.executeProcess(args);
            }
        }
    };
});





BR,

Bhoobalan Palanivelu

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I have the add-in loaded, Calculation of working days in business processes.

Trying to use the "Add Business Days" user task.

Calendar is set, number of days is set, start date is set, end date is empty.  When processing, it throws an error:

 

Npgsql.PostgresException (0x80004005): 42883: operator does not exist: boolean = integer

   at Npgsql.NpgsqlConnector.d__157.MoveNext()

--- End of stack trace from previous location where exception was thrown ---

   at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()

   at System.Runtime.CompilerServices.TaskAwaiter.HandleNonSuccessAndDebuggerNotification(Task task)

   at Npgsql.NpgsqlConnector.d__156.MoveNext()

--- End of stack trace from previous location where exception was thrown ---

   at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()

   at Npgsql.NpgsqlConnector.d__156.MoveNext()

--- End of stack trace from previous location where exception was thrown ---

   at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()

   at System.Runtime.CompilerServices.TaskAwaiter.HandleNonSuccessAndDebuggerNotification(Task task)

   at Npgsql.NpgsqlConnector.d__163`1.MoveNext()

--- End of stack trace from previous location where exception was thrown ---

   at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()

   at Npgsql.NpgsqlDataReader.d__32.MoveNext()

--- End of stack trace from previous location where exception was thrown ---

   at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()

   at System.Runtime.CompilerServices.TaskAwaiter.HandleNonSuccessAndDebuggerNotification(Task task)

   at Npgsql.NpgsqlDataReader.NextResult()

   at Npgsql.NpgsqlCommand.d__71.MoveNext()

--- End of stack trace from previous location where exception was thrown ---

   at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()

   at System.Runtime.CompilerServices.TaskAwaiter.HandleNonSuccessAndDebuggerNotification(Task task)

   at Npgsql.NpgsqlCommand.d__92.MoveNext()

--- End of stack trace from previous location where exception was thrown ---

   at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()

   at System.Runtime.CompilerServices.TaskAwaiter.HandleNonSuccessAndDebuggerNotification(Task task)

   at Npgsql.NpgsqlCommand.ExecuteDbDataReader(CommandBehavior behavior)

   at Polly.Policy.<>c__DisplayClass119_0`1.b__0(Context ctx, CancellationToken ct)

   at Polly.Policy.<>c__DisplayClass129_0`1.b__0(Context ctx, CancellationToken ct)

   at Polly.Policy.<>c__DisplayClass103_0.b__1(Context ctx, CancellationToken ct)

   at Polly.NoOp.NoOpEngine.Implementation[TResult](Func`3 action, Context context, CancellationToken cancellationToken)

   at Polly.Policy.<>c.b__103_0(Action`2 action, Context context, CancellationToken cancellationToken)

   at Polly.Policy.ExecuteInternal[TResult](Func`3 action, Context context, CancellationToken cancellationToken)

   at Polly.Policy.Execute[TResult](Func`3 action, Context context, CancellationToken cancellationToken)

   at Polly.Policy.Execute[TResult](Func`1 action)

   at Terrasoft.Core.DB.DBExecutor.FailoverExecuteReader(DbCommand command, Func`1 func)

   at Terrasoft.Core.DB.DBExecutor.d__88`1.MoveNext()

--- End of stack trace from previous location where exception was thrown ---

   at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()

   at System.Runtime.CompilerServices.TaskAwaiter.HandleNonSuccessAndDebuggerNotification(Task task)

   at Terrasoft.Core.DB.DBExecutor.ExecuteCommand[TResult](Func`2 commandExecutionCallback, String sqlText, QueryParameterCollection queryParameters, CancellationToken cancellationToken)

   at Terrasoft.Core.DB.DBExecutor.InternalExecuteReader(String sqlText, QueryParameterCollection queryParameters, CommandBehavior behavior, CancellationToken cancellationToken)

   at Terrasoft.DB.PostgreSql.PostgreSqlExecutor.<>c__DisplayClass41_0.b__0()

   at Terrasoft.DB.PostgreSql.PostgreSqlExecutor.ExecuteInLockIfInTransaction[TResult](Func`1 action)

   at Terrasoft.DB.PostgreSql.PostgreSqlExecutor.InternalExecuteReader(String sqlText, QueryParameterCollection queryParameters, CommandBehavior behavior, CancellationToken cancellationToken)

   at Terrasoft.Core.DB.DBExecutor.InternalExecuteReader(String sqlText, QueryParameterCollection queryParameters)

   at Terrasoft.Core.DB.Select.d__54.MoveNext()

--- End of stack trace from previous location where exception was thrown ---

   at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()

   at System.Runtime.CompilerServices.TaskAwaiter.HandleNonSuccessAndDebuggerNotification(Task task)

   at Terrasoft.Core.DB.Select.ExecuteReader(DBExecutor dbExecutor)

   at Terrasoft.Configuration.GlbCalendarServiceUtils.GetWeekEnds()

   at Terrasoft.Configuration.GlbCalendarServiceUtils.AddWorkingDays(DateTime date, Int32 days, Guid incomingCalendarId)

   at Terrasoft.Core.Process.Configuration.GlbAddBusinessDays.InternalExecute(ProcessExecutingContext context)

   at Terrasoft.Core.Process.ProcessActivity.ExecuteElement(ProcessExecutingContext context)

   at Terrasoft.Core.Process.ProcessActivity.ExecuteItem(ProcessExecutingContext context)

   at Terrasoft.Core.Process.ProcessFlowElement.Execute(ProcessExecutingContext context)

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Hello Chris,

 

Could you please double-check if you executed the script from the instruction on the Creatio deployment procedure, step 8?

https://academy.creatio.com/docs/user/setup_and_administration/on-site_…

The script name is CreateTypeCastsPostgreSql.sql file

 

Best regards,

Bogdan S.

Bogdan, thanks, but this is a creatio-hosted site.  I can run the script there via the sql console if that will work.

 

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How can we set up "Select from similar" functionality, when a contact or an account is added automatically when creating a new lead.

Does it have to do something with duplication rules setup? Does this comes Out-of-the-box?

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Hello Kavian,

 

Hope you're doing well.

 

You can find more information about the "Select from similar" functionality for Contacts and Accounts created from Leads in the articles below:

https://academy.creatio.com/docs/user/marketing_tools/leads/leads_faq#t…

https://academy.creatio.com/docs/user/marketing_tools/leads/leads_faq#t…

 

Also, the search process for similar contacts/accounts for Leads is being performed based on the parameters from "Duplicates rules" settings. To find the needed duplicates rules, please go to the System designer and open the "Setup duplicates rules" section, there you will be able to configure duplicates search parameters for Contacts and Accounts created from Leads (there are two folders for those rules: "Leads: similar accounts", "Leads: similar contacts"):

 

 

Best regards,

Roman

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Hello community,

 

On clicking the feedback CSAT ratings in https release environment we are getting the error seen in the following link

https://drive.google.com/file/d/1Lalt3mpCkUwY_bpxE-HSODJpuVzV2ryX/view?…

(At this point I am unable to add attachment :( )

The system settings are correctly configured (The URL that gets redirected is right). Could you please let us know the reason for this error and what we can do to resolve it?



 

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Hello,

 

Please check if your SysPortalConnection user has the portal license assigned to him and also check if the password for the SysPortalConnection is the same as the password specified in the UserManagementSauPassword key of the root/Terrasoft.WebApp/Web.config file.

 

Also what message is logged in the application logs at the moment you click the link? Also do you click the link directly from the case processing tab or do you receive a feedback email and click the link from the email? Because clicking the link from the processing tab of the case is restricted for company employees and can lead to this error (secure case evaluation, logged-in company employees cannot rate cases).

 

Best regards,

Oscar

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Hi,

We want to set up a report for the customer per loan number of the redemptions and the interest income to be paid. All needed data is stored within Creatio including loan duration, interest percentages, etc.

The overview should show per month, the redemption amount, the interest amount, the total amount to be paid; all months should be included in the overview.

Will it be possible to realise such a document without additional coding or is there a template available?

Guido Buurlage

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