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

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

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: 

• Set up automatic lead registration from social networks
• Set up chat

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

Best regards, 

Olga. 

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