Hello, Ricardo.

The [Open edit page] process element only opens the standard section pages, like the opportunity record page. "OpportunityProductPageV2" is considered a custom page, therefore only the [Pre-configured page] process element can open it.

That said, the "OpportunityProductPageV2" includes an [Opportunity] field users cannot fill out, therefore you might want to consider creating a similar page from scratch using the [Auto-generated page] element instead.

You can learn more about the [Pre-configured page] and [Auto-generated page] elements here:

https://academy.creatio.com/docs/user/bpm_tools/process_elements_reference/user_actions/pre_configured_page_process_element

https://academy.creatio.com/docs/user/bpm_tools/process_elements_reference/user_actions/auto_generated_page_process_element/

Best regards,

Bogdan S.

This article has a similar example process that changes access rights based own the owner field. You'd do something similar where you'd trigger the process off a change in the type field and then set access rights of the record accordingly. https://academy.creatio.com/docs/user/bpm_tools/bpm_process_examples/ho…

Basically, you'll use the Change Access Rights process element to set the access rights for the record based on the account type. For accounts with type=Vendor, you could either (1) remove all current access rights then grant access rights for some specific role or (2) restrict access rights for the sales role specifically based on the type value.

Ryan

Perfect - thanks Ryan!

Hello!

Could you please confirm that the Global Serch was installed for the local websites according to the Setting up the global search service instruction?

Thank you in advance!

Olga. 

Dear Dharni,

Try to change the synchronization period to 1 or 3 days and see if that helps. You might have a lot of emails during the week so application fails to with timeout while reading all of them. If there's no positive result - please approach the support team to look into the issue closely.

Regards,
Dean

Dear Shivani,

Thank you for your question!

You may visit these links below in order to achieve the result you are looking for:

1. https://academy.creatio.com/documents/technic-sdk/7-16/adding-action-ed…

2. https://community.creatio.com/questions/add-new-button-action-button-me…



Hope this helps!



Thank you and have a great day!



Regards,

Danyil

Hi, Guido.

Please go to the "Lookups" section, find the "Calendars" lookup and add your calendar with Dutch business days. After that go to the "Process library" section, add a new "User task" element to your business process and select the respective user task in the element settings.

Ivan Leontiev,

Dear Ivan,

We have the following process:

1. Calculate the Determination date out of the "collection date" (each Month of a year).

2. The determination date is always 11 days after the Collection date. 

3. I have changed the Calendar including Bank Holidays

4. I have used the User Task element.

Please have a look at the screen shot

Overview process

Hi Guido,

Please update the 'User task' element as follows:

1. Populate the 'Calendar' parameter with a lookup value. 

2. Leave the 'End date' parameter empty. This parameter will be calculated and populated after the element completion.

You also need to make sure the 'Modify determination date' element reads the 'End date' parameter from the 'User task' element. Configure the 'Modify determination date' element as follows:

Thank you. The solution works ok.

Hi Malay,

So what seems to be the issue? The process doesn't remove the rights from activity or doesn't assign them to the required employee?

Thanks.

Dean

dean parrett,

Thanks for the reply.

Yes, It is not working as it should. Right now, all employees can see and edit the records assigned to other employees.

Thanks,

Malay

Hi Malay,

I suggest you to approach the support team. It is necessary to look through the all rights settings as well as the process. You will get the solution faster in this case.

Regards,

Dean

Diego,

Can you please give a bit more details on your actions? Can you please share some screenshots of the issue?

Thanks.

Dean

Thanks Dean and sorry the delay responding. Here's a link to the video https://www.dropbox.com/s/g23lwhtykzbxuy6/Visit%20Campaign.mp4?dl=0

You will see that I use a filter of 2 accounts but when I activate Campaign Visits for this filter, only the first account receives the first account "Realway" receives the activity, not the second. No matter how many accounts the filter has, it does always the same. Thank you! 

The new Connected To tab in 7.17 doesn't use the Parent column on the account - it has a new table structure that works for both accounts and contacts. You can add the previous Connected To detail on the page and it will show the account relationships using the Parent column. 

Ryan

Dear Stefano,

Thank you for your question!

You may feel free to refer to Ryan`s answer above.

Ryan, thank you very much for your dedication!

Have a great day team!

Regards,

Danyil

Danyil Onoprienko,

thank you all,

If I would like to use the new features which tables should I import ?

This is an sql script that creates for an account with parent column set the right records in the new relationship tables.

DO $$ 
declare
  SchemaId uuid;
  AuthorId uuid := '410006e1-ca4e-4502-a9ec-e54d922d2c00'; -- supervisor
  RelationTypeId uuid;
begin 
    -- Get Schema Account
    SELECT "UId"
    FROM "SysSchema"
    WHERE "Caption" = 'Account'
        AND "ExtendParent" = false
    INTO SchemaId;
 
    -- Get relation
    SELECT "Id"
    FROM "RelationType"
    WHERE "Name" = 'Holding company'
    INTO RelationTypeId;
 
    CREATE TEMP TABLE "Entities" (
        "EntityIdA" uuid
        , "EntityIdB" uuid
        , "RelationshipDiagramId" uuid
        , "AuthorId" uuid
        , "RelationshipEntityAId" uuid
        , "RelationshipEntityBId" uuid
        );
 
    INSERT INTO "Entities" (
        "EntityIdA"
        , "EntityIdB"
        , "RelationshipDiagramId"
        , "AuthorId"
        , "RelationshipEntityAId"
        , "RelationshipEntityBId"
        )
    SELECT a."ParentId" AS "EntityIdA"
        , a."Id" AS "EntityIdB"
        , uuid_generate_v4() AS "RelationshipDiagramId"
        , AuthorId AS "AuthorId"
        , NULL AS "RelationshipEntityAId"
        , NULL AS "RelationshipEntityBId"
    FROM "Account" a
    WHERE a."ParentId" IS NOT NULL
        AND NOT EXISTS (
            SELECT 1
            FROM "RelationshipConnection" rc
            JOIN "RelationshipEntity" ea
                ON rc."RelationshipEntityAId" = ea."Id"
            JOIN "RelationshipEntity" eb
                ON rc."RelationshipEntityBId" = eb."Id"
            where ea."RecordId" = a."ParentId"
            and eb."RecordId" = a."Id"
            );
 
    INSERT INTO "RelationshipDiagram" (
        "Id"
        , "CreatedById"
        , "ModifiedById"
        )
    SELECT ee."RelationshipDiagramId"
        , ee."AuthorId" AS CreatedById
        , ee."AuthorId" AS ModifiedById
    FROM "Entities" ee;
 
    -- Entity A
    INSERT INTO "RelationshipEntity" (
        "RecordId"
        , "CreatedById"
        , "ModifiedById"
        , "SchemaUId"
        )
    SELECT ee."EntityIdA"
        , AuthorId AS CreatedById
        , AuthorId AS ModifiedById
        , SchemaId
    FROM "Entities" ee
    WHERE NOT EXISTS (
            SELECT 1
            FROM "RelationshipEntity" re
            WHERE re."RecordId" = ee."EntityIdA"
            );
 
    -- Entity B
    INSERT INTO "RelationshipEntity" (
        "RecordId"
        , "CreatedById"
        , "ModifiedById"
        , "SchemaUId"
        )
    SELECT ee."EntityIdB"
        , AuthorId AS CreatedById
        , AuthorId AS ModifiedById
        , SchemaId
    FROM "Entities" ee
    WHERE NOT EXISTS (
            SELECT 1
            FROM "RelationshipEntity" re
            WHERE re."RecordId" = ee."EntityIdB"
            );
 
    -- Update data in temp table
    UPDATE "Entities" ee
    SET "RelationshipEntityAId" = re."Id"
    FROM "RelationshipEntity" re
    WHERE ee."EntityIdA" = re."RecordId";
 
    UPDATE "Entities" ee
    SET "RelationshipEntityBId" = re."Id"
    FROM "RelationshipEntity" re
    WHERE ee."EntityIdB" = re."RecordId";
 
    -- RelationEntInDiagram
    INSERT INTO "RelationEntInDiagram" (
        "CreatedById"
        , "ModifiedById"
        , "RelationshipDiagramId"
        , "RelationshipEntityId"
        )
    SELECT ee."AuthorId" AS CreateById
        , ee."AuthorId" AS ModifiedBy
        , ee."RelationshipDiagramId"
        , ee."RelationshipEntityAId"
    FROM "Entities" ee;
 
    -- RelationEntInDiagram
    INSERT INTO "RelationEntInDiagram" (
        "CreatedById"
        , "ModifiedById"
        , "RelationshipDiagramId"
        , "RelationshipEntityId"
        )
    SELECT ee."AuthorId" AS CreateById
        , ee."AuthorId" AS ModifiedBy
        , ee."RelationshipDiagramId"
        , ee."RelationshipEntityBId"
    FROM "Entities" ee;
 
    -- RelationshipConnection
    INSERT INTO "RelationshipConnection" (
        "RelationshipEntityAId"
        , "RelationshipEntityBId"
        , "RelationTypeId"
        )
    SELECT ee."RelationshipEntityAId"
        , ee."RelationshipEntityBId"
        , RelationTypeId AS RelationTypeId
    FROM "Entities" ee;
 
DROP TABLE "Entities";
 
end $$;

Stefano Bassoli,

This is fantastic! Thanks for sharing this Stefano!

Ryan

Dear Malay,

In detail Communication option for accounts and contacts, you can find the communication option Web - after the link is added to it you will be able to click it. To add this logic to your field check the code of this detail in OOB mobile application and mimic it for your field. 

Best regards,

Angela

Hello Angela,

 

I have seen this field, but in the advanced settings it is hidden from me as it is a out of the box field. I cannot find it in any lead mobile page or lead edit page v2.

If you have source code for this, please provide me so that I can implement that on my field.

Regards,

Malay

Malay,

Check MobileAccountCommunicationModelConfig schema or simular schema for contact section. 

Best regards,

Angela

Angela Reyes,

I have checked all the schemas related to account and contact, but could not find the definition for that "Web" field which is clickable in mobile.

I have checked the MobileAccountCommunicationModelConfig  also but could not find anything.

Regards,

Malay