Dear Shivani,

All data in the database is stored in UTC format and it is displayed in UI according to the time zone specified in the user profile.

DataService is responsible for the automatic conversion of all dates to the user's timezone so you can use it for your tasks. 

Best regards,

Angela

Hello Shivani,

Thank you for your message.

Would you please check if your CSAT settings are set up in accordance to this article below:

https://academy.creatio.com/docs/user/service_tools/service_cases/case_…

Hope this helps!

Have a great day!

Sincerely,

Danyil

Danyil Onoprienko,

Thank you for your response. Yes, the settings are in accordance to the article you had shared. I managed to get the ratings, but am stuck with another issue : 

The OOTB business process redirects the user to a link: http://localhost:99/0/Nui/Feedback.aspx?vm=FeedbackModule&token=0ed18c9….

In the our business process, it however redirects to link : http://localhost:99/ServiceModel/CaseRatingManagementService.svc/Secure…[?CaseId=beb485e3-8ef7-4076-ba3f-285d16daddce?]/5

As a result, we get an error page.

A help here would be much appreciated!

Thanks in Advance!

Hello Shivani Lakshman,

Could you please describe this issue in an email to support@creatio.com for us to provide a sufficient answer on this matter?

Thank you and have a great day!

Shivani Lakshman, 

This case was resolved as a part of Creatio support ticket.

 

The issues occurs due to a custom Business Process that is using the OOTB Customer Satisfaction email template.

Due to Creatio security reasons there is no possibility to use incident estimation links in simple "Send email" processes as the "Endpoint not found" message would be provoked.

Please note that if it is required to use a custom Business Process in a solution, we may recommend using the "SendEmailToCaseContactProcessMultiLanguage" Business Process (called "Send email to case contact") and two elements of this process ("Handle template for email with macros" and "Send email") as in the screenshot below:



 

You may freely configure the "Handle template for email with macros" element using the [#@INVOKE.ESTIMATELINKSGENERATOR#] macros in it for proper estimation link execution.

Thank you for your question!

Take care!

Danyil

Hello Shivani,

Hope you're doing well.

The possible reason of such behavior can be the empty "Website URL" system parameter. To fix it, please go to the System Designer area, open the System Settings section, and find "Website URL" configuration:

Open it and populate the "Default value" field with your full site web address and click Save button for applying the changes:

Best wishes for a pleasant and successful New Year!

Kindest regards,

Roman

Roman Rak,

Thanks much Roman. This works well :)

Hi Roman,

A follow up question : The OOTB business process redirects the user to a link: http://localhost:99/0/Nui/Feedback.aspx?vm=FeedbackModule&token=0ed18c9….

In the our business process, it however redirects to link : http://localhost:99/ServiceModel/CaseRatingManagementService.svc/Secure…[?CaseId=beb485e3-8ef7-4076-ba3f-285d16daddce?]/5

As a result, we get an error page. A help here would be much appreciated!

Thanks

Shivani Lakshman,

What kind of error page you are getting? try distributing a portal license to 

SysPortalConnection user

Dear Shivani,

You can add this field as a "Display value" in the object settings of the detail itself - it will become a hyperlink.

Best regards,

Angela

Hi Angela,

I have already added the "Displayed value" in the object settings. However, the name of the detail is not hyperlinked, rather it is a plain text. Please see attached images. The field I want to hyper link is "Reading".

Thanks

Hi Pedro,

The same code connected to the button on our side worked perfectly:

Try opening all the account addresses records for the account where the update error message is returned, try applying any change to each of those addresses records and check if any of them returns an error (one of them or several records should return an error). Once the error is received you can send a screenshot of such an address record and we can check why the error is received together.

Best regards,

Oscar

Ricardo,

It's really hard to understand the issue completely without the code of the detail edit page and without the logic that the code represents. Can you please provide us with it?

Best regards,

Oscar

Hi Ricardo,

The logic that forms the name of the columns in the Grid is stored in the SysPorfileData table and the actual ObjectData column value is formed using base addProfileColumns method (that is a part of Profile that consists of tiledConfig (config for tiled columns display) and listedConfig (listed columns display config)). Modifying the base logic will be hard (either overriding addProfileColumns and modifying configs or creating a trigger on the database level that will update the SysPorfileData table for the detail grid setup). We don't recommend modifying the logic and recommend using multiple edit pages and setup detail column names separately in different pages.

Best regards,

Oscar

Dear Ricardo,

Those titles are ordered by alphabet. If you need to set some of them in a specific order you can add dashboards to favorite or number them.

Best regards,

Angela

 This container you are referring to is supposed to store DataViews in it (please take a look at the getDefaultDataViews method from the BaseDataView module). It is not supposed to store buttons in it.

It is better to add the button to a separate container created in the FiltersContainer container and bind process execution to this button. As an example I've added the button to the contact section analytics data view:

define("ContactSectionV2", ["ProcessModuleUtilities"],
	function(ProcessModuleUtilities) {
		return {
			entitySchemaName: "Contact",
			attributes: {},
			messages: {},
			methods: {
				runCustomProcess: function() {
					var config = {
						sysProcessName: "UsrProcess_eedcaa6"
					};
					ProcessModuleUtilities.executeProcess(config);
				}
			},
			diff: /**SCHEMA_DIFF*/ [
				{
					"operation": "insert",
					"name": "CustomButtonContainer",
					"parentName": "FiltersContainer",
					"propertyName": "items",
					"values": {
						"itemType": Terrasoft.ViewItemType.CONTAINER,
						"items": []
 
				},
				{
					"operation":"insert",
					"name": "TestProcessButton",
					"parentName": "CustomButtonContainer",
					"propertyName": "items",
					"values": {
						"itemType": Terrasoft.ViewItemType.BUTTON,
						"caption": {bindTo: "Resources.Strings.CustomButtonCaption"},
						"click": {bindTo: "runCustomProcess"},
						"style": Terrasoft.controls.ButtonEnums.style.GREEN
					}
				}
				] /**SCHEMA_DIFF*/
		};
	});

And connected custom process execution when clicking the button. As a result the button appeared on the page as expected:

And a custom process was executed upon clicking it.

Best regards,

Oscar

Oleg Drobina,

Hi Oleg

Couple of questions. If I just wanted this button to appear on List View of the Section Page rather than the Analytics what would need to change?

Also does this code create the custom button here or does that need to be created elsewhere and it is just referenced here?

thanks

Rob Watson,

Hello Rob,

For the first question: I used the FiltersContainer container as a parent for the button, but it has the logic that it's hidden in the list view and is displayed only in analytics view (logic of the saveFiltersContainersVisibility method). In this case logic like this should be used:

methods: {
...
loadAnalyticsDataView: function() {
					this.set("IsCustomButtonContainerVisible", false);
					this.callParent(arguments);
				},
 
				loadGridDataView: function() {
					this.set("IsCustomButtonContainerVisible", true);
					this.callParent(arguments);
				},
...
 
diff: [
...
{
					"operation": "insert",
					"name": "CustomButtonContainer",
					"parentName": "QuickFilterModuleContainer",
					"propertyName": "items",
					"values": {
						"itemType": Terrasoft.ViewItemType.CONTAINER,
						"visible": { "bindTo": "IsCustomButtonContainerVisible" },
						"items": []
					}
				},
				{
					"operation":"insert",
					"name": "TestProcessButton",
					"parentName": "CustomButtonContainer",
					"propertyName": "items",
					"values": {
						"itemType": Terrasoft.ViewItemType.BUTTON,
						"caption": {bindTo: "Resources.Strings.CustomButtonCaption"},
						"click": {bindTo: "runCustomProcess"},
						"style": Terrasoft.controls.ButtonEnums.style.GREEN
					}
				}
...
]

We change a parent item for the "CustomButtonContainer" to "QuickFilterModuleContainer". As a result button will be visible only in list view and will be hidden in analytics view.

As for the second quesion: the button is created in the schema diff directly (container + button itself).

Hello,

Please check this Academy Article. This one should help you to achieve your business task.

Best regards,

Bogdan