Sales_Creatio_enterprise_edition

07:08 Jan 06, 2021

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!

Danyil Onoprienko

12:31 Jan 07, 2021

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!

Danyil Onoprienko

20:01 Jan 11, 2021

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

Show all comments

feedback

customEmailTemplate

Send Feedback links via custom email template

7.16

09:57 Dec 31, 2020

Dear community,

We are trying to send an email to get feedback and customer satisfaction rating. However, the satisfaction scale does not translate to images and instead gets sent as follows :

Could you please help here? We have used OOTB Email template "Case feedback request notification"

Thanks

4 comments

Roman Rak

13:50 Dec 31, 2020

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

07:36 Jan 01, 2021

Roman Rak,

Thanks much Roman. This works well :)

07:54 Jan 01, 2021

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

KrishnaPrasad

15:57 Feb 02, 2021

Shivani Lakshman,

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

SysPortalConnection user

Show all comments

detail

Hyperlink

7.16

How to hyperlink a detail?

06:53 Dec 30, 2020

Dear community,

We have a usecase where a field on a section references a detail. Is there a way to hyperlink this field so that when user clicks it, they are directed to the edit page of the detail?

Thanks

2 comments

Angela Reyes

03:16 Dec 31, 2020

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

RequiredColumnsEmptyValuesException

05:52 Dec 31, 2020

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

Show all comments

accountaddress

Update Query

RequiredColumnsEmptyValuesException when updating AccountAddress records.

Pedro Pinheiro

19:22 Dec 29, 2020

Hi Community,

I have this situation where I need to update all the AccountAddress records that belong to my Account and have ImdNumerador "0". In order to do that I added the following query:

var updateQuery = Ext.create("Terrasoft.UpdateQuery", {
	rootSchemaName: "AccountAddress"
});
 
var firstFilter = updateQuery.createColumnFilterWithParameter(this.Terrasoft.ComparisonType.EQUAL, "Account", this.get("Id")); 
 
var secondFilter = updateQuery.createColumnFilterWithParameter(this.Terrasoft.ComparisonType.EQUAL, "ImdNumerador", 0); 
 
// Filters will be updated by AND logical operator in query filters collection. 
updateQuery.filters.logicalOperation = Terrasoft.LogicalOperatorType.AND;
 
// Adding created filters to collection. 
updateQuery.filters.add("firstFilter", firstFilter);
updateQuery.filters.add("secondFilter", secondFilter);
 
updateQuery.setParameterValue("Primary", false, this.Terrasoft.DataValueType.BOOLEAN); 
updateQuery.setParameterValue("IsInactive", true, this.Terrasoft.DataValueType.BOOLEAN); 
 
updateQuery.execute(function(result){ 
	if(result.success){
		window.console.log("Update Successfull");
	}
},this);

This query is executed everytime I press a button that I've created in AccountPageV2.js.

When I execute this query I get the error bellow:

I'm not understanding this error because:

I don't have any validation or rule for my Country field, so this must be a rule that comes with the default Creatio applications.
All the records that I'm trying to update have the country field filled in, so I don't know why I'm getting this.

I would like to know why this is happening and how can I fix it.

Thanks in advance.

Best Regards,

Pedro Pinheiro

1 comments

09:03 Jan 05, 2021

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

Show all comments

dependencies

attributes

DetailEditPage

Detail edit page - changes on dependencies not being triggered

17:46 Dec 28, 2020

Changes on attributes dependencies are not being triggered on my detail edit page. Any reason for that ?

regards,

1 comments

SetFieldCaptionDynamically

16:27 Jan 05, 2021

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

Show all comments

change detail columns captions based on a specific condition

https://community.creatio.com/articles/how-can-i-change-detail-caption-depending-page

15:57 Dec 27, 2020

I've seen this post,

Is it possible to use the same logic to change the detail columns captions too (depending on the page) ?

(binding the detail column caption to a property works when I open a detail row for edition, but we need it to happen when the detail is shown on the object edit page)

1 comments

14:36 Jan 05, 2021

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

Show all comments

analytics

dashboard

Reorder Analytics titles in section

16:37 Dec 21, 2020

Is it possible to reorder the analytics titles in the section analytics data view page?

1 comments

Best reply

Angela Reyes

21:33 Dec 21, 2020

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

Angela Reyes

21:33 Dec 21, 2020

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

Show all comments

custom button

analytics

Add custom button to the section analytics view page

20:33 Dec 17, 2020

We need to add a custom button to the section analytical view page, which will trigger a business process.

Is it possible ?

3 comments

04:49 Dec 23, 2020

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

Rob Watson

17:46 Apr 13, 2023

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

13:40 Apr 14, 2023

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).

Show all comments

Accessing redis cache data in pages

S Gokul Aditya

14:46 Dec 14, 2020

How to access redis cache data in section or edit pages? Is it possible to access the same only with client code without involving server code?

1 comments

Bogdan Spasibov

14:07 Dec 15, 2020

Hello,

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

Best regards,

Bogdan

Show all comments

google

integration