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

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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

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

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

 

 

Is it possible ?

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 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).

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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?

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Hello,

 

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

 

Best regards,

Bogdan

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Hi All,

 

Can anyone please tell me the steps to integrate Google Analytics with CREATIO?

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Hello Saswat, 

 

As of now, there is no Google Analytics Integration on a clean install of a standard Creatio product, also there are no similar integration marketplace applications as well. It can only be integrated with the help of the development process. In this respect, Google Analytics can be integrated through API as a separate, third-party application. Also, you can develop your personal web service to pull the data into Creatio or use OData protocol for this purpose. Please find the relevant articles on our Academy using the links below:

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

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

https://academy.creatio.com/docs/developer/architecture/development_in_…

 

Best regards,

Anastasiia

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Hello Community,



Can someone please tell me the exact steps needed to integrate Facebook with CREATIO CRM?



Warm Regards,

Saswat

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Hello!

 

7.17.0 release enables the possibility to add integration with Facebook lead generation forms. All you need to do is link a landing page record in Creatio with a Facebook business page and select one of the lead registration forms on it. As a result, each submission of the corresponding Facebook form will generate a new lead in Creatio. 

 

Furthermore, in the 7.17.0 version, customers can write private messages to your company page on Facebook or using the Facebook Messenger plug-in available on the website. You will be able to process all these messages in Creatio, they will be integrated on a customer page. 

 

More detailed information about these topics can be found in Academy articles: 

Please, let us know in case any further information is required. 

 

Best regards, 

Olga. 

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I'm getting this error message for a workflow with a simple trigger.

 

Terrasoft.Common.ArgumentNullOrEmptyException: Value for argument "previousFlowElement" must be specified.

   at Terrasoft.Core.Process.FlowParallelGateway.Accept(FlowVisitor visitor, FlowElement previousFlowElement)

   at Terrasoft.Core.Process.FlowVisitor.AcceptFlowElement(FlowVisitorQueueItem queueItem)

 

I trigger the workflow as a sub-process and pass the Opportunity ID. For test purposes I trigger the flow directly from the opportunity which is when I get the above error message.

 

 

 

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Hello Oliver,

 

Can you please contact Creatio technical support team (support@creatio.com) asking to check the process for you?

I believe we should have a closer look at the situation. Please, make sure you create External Access for the website or share the backup of the instance if that is on-site deployment.

 

Thank you!

 

Best regards,

Bogdan

 

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Hello colleagues, in Accelerate Global event on the session "Step-by-step guide to low-code approach realization", Nandeesh Madapadi talk about a process called "Lead from Contact" (here https://youtu.be/7g7AhrwuVX0?t=1675)  I'm sure saw another session were somebody use this process also, but there a lot of videos and cannot find it :-(

Have somebody the package to this process to share it?

 

Thanks in advance

 

Julio Falcón

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Hello Julio,

 

It seems to me that this one is not an OOB process, I was not able to find it on the clean website, sorry.

 

Best regards,

Bogdan

Bogdan Spasibov,

Thanks Bodgan, sure is not an OOB one, but @Nandeesh share with me the video to create it on 

https://drive.google.com/file/d/1ua8XjNuVqLB4h819Os1UXPULsr0kmxEs/view?… if somebody else helps it

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Hi Community,

I want to bind the access rights of a dashboard of a particular section. I tried databinding sysdashboard object with the filter for a particular section and exported the package. I then imported the package to another instance and found that the access rights were reset to defaults.

 

Please help me on how to bind the access rights data of a sectional dashboard.

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Hello Community,

I want to bind the access rights of a sectional dashboard. I tried binding the sysdashboard of the particular section and exported the package. I then uploaded the package and found that the access rights of the dashboard to be set to defaults. 

 

Please help me on how to bind the access rights data.

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Hi Community,

I wanted to bind the access rights data of a dashboard. I tried to bind the data of the dashboard using sysdashboard and filtering it for a particular section. I then exported the package and uploaded in another instance and found that the access rights were not bound. 

Can anyone guide me on how to bind the access rights of a section dashboard.

 

Thank you

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