Hello!

 

I am trying to get the date field updated for multiple records using a custom Action.

I have referred to this article for it: Change of the field value of multiple records using custom action | Community Creatio

 

I have successfully created a pop up but, the update is not reflecting in the selected records.

I have also attached the screenshot of it and the code that I have used.

 

The code that I have used:

 



                getSectionActions: function() {

                  actionMenuItems.addItem(this.getButtonMenuItem({

                        "Caption": {bindTo: "Resources.Strings.MultiplyChangeAction"},

                        "Click": {bindTo: "showDateInfo"},

                        "Enabled": {bindTo: "isCustomActionEnabled"}

                    }));

                    // Returning of the added section action collection.

                    return actionMenuItems;

                },

             

              showDateInfo: function() {

                Terrasoft.utils.inputBox("Set Visit Date for update", function(result, arg) {

                        if (result === Terrasoft.MessageBoxButtons.YES.returnCode) {

                            var date = arg.date.value;

                         

                            var autoIds = this.getSelectedItems();

                            this.updateDate(function(context, result) {

                            }, autoIds, date);

 

                        }

                    }, [{

                        className: "Terrasoft.Button",

                        caption: "OK",

                        returnCode: "yes"

                    }, "cancel"], this,

                    {

               

                        date: {

                            dataValueType: Terrasoft.DataValueType.DATE,

                            caption: "Visit Date",

                            customConfig: {

                                className: "Terrasoft.DateEdit",

                                height: "17px"

                            }

                       

                    },          

                    },

                                         

                    {

                        defaultButton: 0,

                        style:  {

                            borderStyle: "ts-messagebox-border-style-blue ts-messagebox-border-no-header",

                            buttonStyle: "blue"

                        }

                    }

                );

            },

              updateDate: function(callback, autoIds, date) {

                        var update = Ext.create("Terrasoft.UpdateQuery", {

                            rootSchemaName: "JFLFieldSales"

                        });

                        var filters = Terrasoft.createFilterGroup();

                        filters.logicalOperation = Terrasoft.LogicalOperatorType.OR;

                        autoIds.forEach(function(item) {

                            var productIdFilter = update.createColumnFilterWithParameter(Terrasoft.ComparisonType.EQUAL,

                            "Id", item);

                            filters.add("ProductIdFilter" + item, productIdFilter);

                        }, this);

                        update.filters.add(filters);

                        if (date) {

                            update.setParameterValue("JFLAssignmentDate", date, Terrasoft.DataValueType.Date);

                        //  update.setParameterValue("JFLAssignmentDate", time, Terrasoft.DataValueType.Date);

                        }

                        

                        update.execute(function(result) {

                            callback.call(this, result);

                        }, this);

              }

            }

        };

    });

 

 

 

I have also attached full code of the schema as a file.

 

Also, please let me know if I can update the time also as the field in the record is of type DATE_TIME.

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Hello Malay,

 

To update the date a little customization is needed. Here is an example of my update function:

updateAccount: function(callback, autoIds, valueWarranty, valueDelivery, valueDate) {
                        var update = Ext.create("Terrasoft.UpdateQuery", {
                            rootSchemaName: "Account"
                        });
                        var filters = Terrasoft.createFilterGroup();
                        filters.logicalOperation = Terrasoft.LogicalOperatorType.OR;
                        autoIds.forEach(function(item) {
                            var accountFIlter = update.createColumnFilterWithParameter(Terrasoft.ComparisonType.EQUAL,
                            "Id", item);
                            filters.add("ProductIdFilter" + item, accountFIlter);
                        }, this);
                        update.filters.add(filters);
                        if (valueWarranty) {
                            update.setParameterValue("UsrWaranty", valueWarranty, Terrasoft.DataValueType.TEXT);
                        }
                        if (valueDelivery) {
                            update.setParameterValue("UsrDelivery", valueDelivery, Terrasoft.DataValueType.TEXT);
                        }
            			if (valueDate) {
                          	valueDate="\""+valueDate+"T00:00:00.000"+"\"";
                            update.setParameterValue("UsrDate", valueDate, Terrasoft.DataValueType.DATE);
                        }
                        update.execute(function(result) {
                            callback.call(this, result);
                        }, this);
                    }

The main idea here is in this string:

valueDate="\""+valueDate+"T00:00:00.000"+"\"";

 

If you take a look at the regular update query that is sent when manually changing the date column value you will see that the value is transferred as "2021-03-21T00:00:00.000". To successfully update the date column using the modal window you will need to pass the date value as: 2021-03-21 and then the function itself will transform the value to "2021-03-21T00:00:00.000", add it to the update query parameters and send it to the server. As a result the field will be updated.

 

Best regards,

Oscar

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Hello all,

 

I am trying to create a landing page to generate leads in my Creatio instance. However, despite matching the documentation and copying the code into my html from the landing page record, the page is not generating Creatio leads.

 

   

    Keen360 Submit Page

    

   
          integrity="sha384-ggOyR0iXCbMQv3Xipma34MD+dH/1fQ784/j6cY/iJTQUOhcWr7x9JvoRxT2MZw1T" crossorigin="anonymous">


   

       

            Contact Us

       

       

       

            Full name:


           



            Company:


           



            Email:


           



            Phone number:


           



           

       

   

   






    /**

    * Replace the "css-selector" placeholders in the code below with the element selectors on your landing page.

    * You can use #id or any other CSS selector that will define the input field explicitly.

    * Example: "Email": "#MyEmailField".

    * If you don't have a field from the list below placed on your landing, leave the placeholder or remove the line.

    */

    var config = {

        fields: {

            "Name": "#fname", // Name of a visitor, submitting the page

            "Email": "#email",

            "MobilePhone": "#phone",// Visitor's email

            "Company": "#cname" // Name of a company (for business landing pages)

        },

        landingId: "b95e7199-72e8-421d-8cac-dbd9ae45859f",

        serviceUrl: "https://keen360.creatio.com/0/ServiceModel/GeneratedObjectWebFormServic…",

        redirectUrl: "https://keen360.com/testing/keen360satisfaction.html"

    };

    /**

    * The function below creates a object from the submitted data.

    * Bind this function call to the "onSubmit" event of the form or any other elements events.

    * Example:

    */

    function createObject() {

        landing.createObjectFromLanding(config)

    }

    /**

    * The function below inits landing page using URL parameters.

    */

    function initLanding() {

        landing.initLanding(config)

    }

    function onSubmit() {

        createObject();



        console.log("onSubmit function was called");



        $("#name").empty;

        $("#email").empty;

        $("#number").empty;

        $("#company").empty;

    }

    

    jQuery(document).ready(initLanding)

    

   

 

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It could be that you have required fields on the Lead object (by default "Customer need" is required. If you're not populating any required fields from the landing page, you'll need to add them as default values on the landing page record in Creatio. The Default Values tab will allow you to specify a default value for leads created from the landing page for Customer need, and another other possible required fields.

Ryan

Ryan Farley,

I have set up default values for any fields such as Customer need that are required by Creatio and prompts an error message if not filled in. If there are any that are required for landing pages to work but not required to actually save the Lead page then I may be missing those but I don't know if they exist.

Dear Kevin, Looks like the issue is as below.. as per the referer URL the site URL seems to be sending the below.. so try changing your landing page URL to https://keen360.com* and see if it works.. 

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Hello,

I am working with the mobile application and specifically in the Activity section.

In this, I have configured the Actions-Visit Detail in the mobile app, but when I check the check-in/check-out in mobile application, the completion time is not getting updated in the detail in the web application for the record.

 

I also want to update the current location of mobile in the web application.

Please guide me on how to get this geolocation working.

I have also attached the screenshot of that detail.

 

 

Hoping for an early reply.

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Dear Malay,

 

Thank you for your question!

 

Could you please check if the mobile device has the "Geolocation" turned on and if the synchronization is fine in the Mobile Application before proceeding?

 

We recommend synchronizing the Mobile Application more often to update the results.

 

Please note that in order to display the additional check-in results and show the columns in the detail list, you may add the [Check-in and check-out performance result] detail object to the page through the section wizard.

 

Please be advised that if the GPS coordinates of the sales rep and the visited account are in the verification range, the check-in will be verified and the status of the visit will be changed to “In progress”. 

 

You may use this Academy Article for your reference: https://academy.creatio.com/docs/user/sales_tools/field_sales/check-in_…

 

Hope this helps!

 

In case you have any additional questions please do not hesitate to contact the support team!

 

Regards,

Danyil

 

Danyil Onoprienko,

 

Thank you for your response!

 

The GPS is turned on in the mobile and permission for location is also allowed.

Also, when I select check-in, the time and location is not getting updated in the system.

I have attached the screenshot of the  page here:

 

Dear Malay,

 

Thank you for your patience!

 

Please be advised that in order for the information in the 'Actions -Visit' and in the 'Check-in and Check-out results' to appear it would be required for the user in the Mobile Application to click the 'Check-in' option as in the screenshot below and click 'Synchronize now' in the settings:

 

The result would be as in the screenshot below:

 

 

If the synchronizing the Mobile Application won`t help, please try Updating the DB structre for All items in the Configuration settings, Generating the Source code for all and then Recompiling the system and checking the Action - Visit detail behavior once again.

 

Thank you!

 

Regards,

Danyil

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Hello collegues,

 

I saw the process have an script to generate a MSWord Printable, I need to get one to generate a FastReport printable, somebody can help?

 

The code in this case to MSWord printable is 

var reportService = new Terrasoft.Configuration.ReportService.ReportService();
Terrasoft.Configuration.ReportService.ReportData report = reportService.GenerateMSWordReport(
    (PrintableId.ToString()), ObjectId.ToString(), ConvertToPdf);
var entity = UserConnection.EntitySchemaManager.GetInstanceByName("labQuoteFile");
var fileEntity = entity.CreateEntity(UserConnection);
fileEntity.SetDefColumnValues();
fileEntity.SetColumnValue("labQuoteId", QuoteId);
fileEntity.SetColumnValue("TypeId", AttachmentType);
fileEntity.SetColumnValue("Name", FileName);
fileEntity.SetColumnValue("Data", report.Data);
fileEntity.Save();
return true;

Thanks in advance

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Hello Julio,

 

I've noticed that you've already found the solution to this question in terms of this community post. Please specify if additional help is needed in this thread.

 

Thank you!

 

Best regards,

Oscar

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Dear Community,

 

We have added a new icon to the communication panel. We would like to disable click for users and also add a tool tip to display the hints to the user when they hover over the icon. Any help here will be great!

Thanks in advance!

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Hello Shivani,

 

There are three different ways to add a hint depending on your control type. Try which one will work for you:

 

"tip": {

"content": {

"bindTo": "Resources.Strings.CustomerBillingInfoTip"

}

},

-----------------------

"hint": {

"bindTo": "Resources.Strings.GlbUseInternetTip"

},

--------------------

"controlConfig": {

"tips": [

{

"tip": {

"content": {"bindTo": "Resources.Strings.GlbUseInternetTip"}

},

"settings": {

"displayEvent": this.Terrasoft.controls.TipEnums.displayEvent.CLICK

}

}

]

}

 

To disable "click" behavior you can override a "click" method, like so: 

"click": {"bindTo": "onExampleButtonClick"}

 

Best regards,

Bogdan S.

Thank you Bogdan! The tool tip works. However, to disable the click (prevent opening communication panel module), I returned empty function in onExampleButtonClick(). This is opening up a blank side panel. Is there a way we can disable clicking itself? If I dont give return empty function, there are errors in the console.

Shivani Lakshman,

 

If you don't want users to click it you can simply hide this action using the "visible" parameter in the diff of the module. Like on the example below:

{
				"operation": "insert",
				"index": 10,
				"parentName": "communicationPanelContent",
				"propertyName": "items",
				"name": "testCTIModule",
				"values": {
					"tag": "testCTIModule",
					"visible": {"bindTo": "testCTIModuleVisible"},
					"imageConfig": {"bindTo": "testCTIModuleImageConfig"},
					"caption": {"bindTo": "testCTIModuleCaption"},
					"generator": "CommunicationPanelHelper.generateMenuItem"
				}
			}

You can return false in the testCTIModuleVisible attribute and hide the action or create a function that will hide it for some users.

 

Or you can override the onMenuItemClick function and if the selectedItemTag variable is your custom CTI panel action then return false in this function.

 

Best regards,

Oscar 

Oscar Dylan,

Thanks Oscar. The purpose of this icon is to just notify the users of a particular event which happens when we get a notification through API. Since the communication panel is visible throughout the platform, irrespective of the section the user is currently at, we have added this icon as a notification. Therefore we need it to be visible when the said event occurs but prohibit users from clicking it. Is that possible?

Shivani Lakshman,

 

Then you need to perform the modification of onMenuItemClick function as I mentioned in the previous post. Please debug its logic and add your own CTI panel element to the function logic modification.

 

Best regards,

Oscar

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In the Contacts section, I need to filter all the contacts that ever got emails Titled "Thanks" (NOT bulk emails, just simple emails). These emails are displayed here:

I tried any available lookup, yet no success. Which object should be used?

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Maybe like this. But I'm not sure.

https://prnt.sc/z38p5x

That's Participant instead of Owner.

Dear Yuriy, 



The option proposed by Julius above should work for the described purpose. 

Please use Email Participants object to get list of contacts which were in the needed bulk email's audience.



Kind regards,

Roman

Julius,

Thank you! I specified the question: NOT bulk emails, but simple emails

Dear Yuriy, 



In this case you need to build filter like this:



Kind regards,

Roman

Roman Brown,

Roman, that doesn't work for me! That gives only a few contacts. For instance, Darren is not among them. I suspect the contacts don't have activities, just emails. What table stores the emails?

Yuriy Konstantinov,

Activities and emails are stored in the same object, but just in case try to remove type=email filter and check if it helps. 

 

Best regards,

Angela

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See attached print screen please.

It’s the error message I get in Zapier while actually triggering a test.

Is there a setting in Creatio required in order to allow this connection? Please does someone have a solution?

----------------------------------------

image001.png

 

----------------------------------------

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8 comments

Hello Guido,

 

Hope you're doing well.

 

You can find additional information related to this behavior in another Community post:

https://community.creatio.com/questions/having-issues-creatio-connector…

 

Kind regards,

Roman

Hello Guido,

 

Your attached print screen is not available for preview.

Please add the print screen via a link.

 

Thank you!

Svetlana Kobizka,

 

Please find below,

Regards

Guido

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Hi Guido,

 

Thank you for providing the screenshot.

 

We have reproduced the issue and submitted it to the responsible team. As soon as they are done with the issue analysis, we will get back to you with a solution.

 

Have a good day!

Hi Svetlana,

Did you get a solution for it as our free Zapier account will be closed in a few days. We want to test it before.

Guido

Hi Guido,

 

The team responsible for this connector has changed and they need more time to investigate and fix the issue.

Another clarification from your side will be helpful though: what is the system you are trying to import contacts from?

 

Please accept our apologies for this inconvenience.

The system which we use is Squarespace for our webpages

Hi Guido,

 

Thank you for the clarification. I have submitted this info to the responsible team.

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Is it possible to have multiple current jobs in different accounts for one contact? E.g. a contact works for two companies (two accounts). One account will be the primary account, but the contact is not shown in the other not-primary account. We want to show the contact as a contact for both accounts.

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Dear Guido,

 

You can create separate detail in the contact section that will show connections between contacts and accounts if there are multiple connections. You can also use the Relationship tab, But one contact can be primary only for one account, and in OOB fields it will always be connected to one account. 

 

Best regards,

Angela

Dear Angela,

Do you mean the " Connected to" section?

What do you mean by the Relationship tab.

Where can I find it in the Academy?

Regards

Guido

Guido Buurlage,

Please check this link: 

https://academy.creatio.com/docs/node/1768

 

Best regards,

Angela

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How to integrate Squarefour landing pages with Creatio Leads and/or Accounts  and/or Contacts

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1 comments

Dear Guido, 

 

As far as I know there are no known examples of such integration with Creatio. 

However, you can check these academy articles which can be pretty useful in case if you want to configure landing pages or create any integrations with your Creatio system:

Here is the article with instructions on how to set-up your landing page to integrate with Creatio

And this article will be useful in case if you need to create an integration between your website and Creatio. 

 

Kind regards,

Roman

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Hello,

 

We need to evaluate how to build a report to send using bulk mails monthly to customers.

 

The complexity is the report must have different typo of data, from different sources including also some graphs as you can see on the attached image,

 

Can I did it using some marketplace Creatio addon?

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3 comments

Hello, Julio!

 

There is no such option by default, but here are some marketplace apps that may cover some of your tasks:

https://marketplace.creatio.com/template/send-email-attachments

https://marketplace.creatio.com/template/send-monthly-sales-report

https://marketplace.creatio.com/app/printable-attachment-email-creatio

 

Regards,

Dean

Dean Parrett,

Thanks Dean, 

 

Even if I use FastReport? I understand if I use Fastreport, I can achive it or not?

Dear Julio,

 

No, the is no such mechanism that could take data from multiple places in the system, make a report out of it and send it, for example, in an email. There are only some partial workarounds that I've sent but they work separately.

 

Regards,

Dean

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