Hello Pedro,

Hope you're doing well.

To perform the mentioned business task your process needs to:

— read data from "Exchange rate" object, but not from "Currency" object or other objects (in this case the process will be triggered by adding records to the "Exchange rate" object);

— read the exchange rate that is set for your currency and that has "End" (on your screenshot it's "Fim") column value set as NULL (meaning currently active exchange rate).

Also, you can use web services for updating daily rate currency. For example, "https://fixer.io/"web service, which we recommended to use in one of our articles:

https://academy.creatio.com/docs/user/no-code_customization/web_service…

In the following link, you can find the way of implementation of the mentioned web service:

https://academy.creatio.com/docs/user/no-code_customization/web_service…

General information on how to work with currencies can be found here:

https://academy.creatio.com/docs/user/platform_basics/user_interface/wo…

Best regards,

Roman

Roman Rak,

Hi Roman,

I'm working together with Pedro on this issue and we found the problem.

As we bounded the data of "currency" table from pre-prod to prod environment, the exchange rate was filled in in the "Rate" column with the last value in the prod environment.

Once in the prod environment we have deleted the values in the "Rate" column, the currency table is working as expected.

Thanks for the help,

Luis

This article will show you how to refresh a page from a process

https://customerfx.com/article/how-to-refresh-a-page-from-a-process-in-…

Ryan

Hello Ricardo,

Please also refer to this community post https://community.creatio.com/questions/refresh-page-fields-after-proce…

Best regards,

Oscar

Hello Allen,

Hope you're doing well.

The next Community posts can help you to reach your business tasks if I understood it correctly:

• https://community.creatio.com/questions/change-default-view-calendar
• https://community.creatio.com/questions/activity-calendar
• https://community.creatio.com/questions/calendar-view-custom-sections
• https://community.creatio.com/questions/color-setup-calendar
• https://community.creatio.com/articles/change-background-color-activity

Hope it will be helpful.

Best regards,

Roman

Hi Ricardo,

There are some sections that cannot be added to the portal - those that are managed by product licensed. The projects section requires license and since such license doesn't exist for portal users - it will not be possible to add it to the portal.

Regards,

Dean

Dean Parrett,

Ok. And what about a custom section I have created and added to the partner portal ? why doesn't it show ?

Hi Ricardo, 

Projects section is a part of sales functionality and requires sales enterprise license. Anyway it will not work for portal users, only for internal employees.

As for custom section, it depends on multiple factors. 

1. The operation permissions are not active for portal users. 

2. You already reached the limit for adding custom sections on portal. If you user has assigned customer portal or partner portal license - most likely you have more than 3 custom sections already or more than 3 custom objects are added to the lookup list of objects available for portal users.

3. If your portal user uses self service portal license, the section will not be reflected for him. SELF-SERVICE PORTAL doesn't allow adding custom sections.

If none of these points fits please approach the support team. It would be necessary to have a closer look what might be the reason.

Regards,

Dean

Hello Nicolas,

What was the change that you've done? And what do you mean by "the call page is never open"? Does it appear as a notification in the right-side pannel?

Thank you for the clarifications!

Best regards,

Bogdan

Hello Krishna, 

The SQL Console add-on is currently being refined. Our Marketplace team will publish the application once it is done. Most likely it will become available in the next two weeks. 

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

Best regards,

Olga. 

Krishna, 

In the mean time, if you have it in an existing system, you can export the package to install elsewhere.

Ryan 

Ryan Farley,

Ryan, I was thinking so but was worried if it will work in latest 7.17 version. Have you tried it in new version?

I would recommend creating a trial app that will be 7.17 and installing the package with SQL-executor to it.

Best regards,

Oscar

Oscar Dylan,

Thanks Oscar, will try that.

Hello Patrice,

You can try to distribute access rights by means of the business process after you create records but this is not the perfect scenario. 

It is still better to understand how to distribute access rights right after the records are created and for that please, provide more details on the process. In particular, the connection between Lead and Emal is not very clear. You create Lead by means of API and when and how do you create Activity?

Thank you for the clarification!

Best regards, 

Bogdan

hello Bogdan,

thanks for your reply.

Both Lead and email activity are created with the API.

best regards

Patrice

Patrice Vigouroux,

In this case, you can solve that task by means of the Business Process that will distribute access right for the newly created records of the Activity object. The process should be triggered after a new record (Activity) is added.

Best regards,

Bogdan S.

Bogdan Spasibov,

 thanks Bogdan, i will try it soon !

Hi Pedro,

Records created in the CTI-panel upon calling the "Open edit page" element are system records and disabling these system records creation is not possible in the current application logic. But we will ask our R&D team so they could add this functionality as an improvement into their functionality development roadmap.

Thank you for helping us to make our application better!

Best regards.

Oscar

Hi Pedro,

The only other way to achieve this that comes to mind is to add a script task in your process to send a message for the user back to the client. You can see how to do that here: https://customerfx.com/article/sending-a-message-from-server-side-c-to-…

Then, in the client, you'd have to listen for that message, check to see if it is for the current user and then navigate to the record: https://customerfx.com/article/programmatically-navigating-to-a-page-in…

In order for that to work, you'd have to add your code in the client to something that is available in all pages, so you'd add it to something like MainHeaderSchema.

Ryan 

Ryan Farley,

I've tried implementing your solution and it worked. Thank you.

Best Regards,

Pedro Pinheiro

Hello Pedro,

Creatio works with collections if it's needed to process such data but not to display it. You can pass items to sub_process or web_service elements or perform some script_task over it. Please refer to https://academy.creatio.com/docs/user/bpm_tools/business_process_setup/process_collections where this process is described.

In case if you want to work with the result of your script that returns a collection as described in your example,  you need to write it in a text string with ";" separator for Id's and then - split it on the next step to parse Id's and reflect them where you want.

Best regards,

Bogdan

Hello Shivani,

Unfortunately, there are no methods available that can restrict file renaming. But we are planning to release the filter that will check the file extension directly from the file and not from its name. As a result, there won't be a possibility of changing the filly type by means of renaming.

We will post that information in Release Notes as soon as the feature will be added to the product.

Best regards,

Bogdan

Bogdan Spasibov,

Thanks Bogdan. Also now that you have mentioned about using file signatures (please correct me if I am wrong), I am curious to know how text and csv files can be checked. The challenge we have with our custom logic to allow only 'whitelisted' file types is that csv and txt files do not have file sigfnatures. Is there a way to verify that the attached file is really csv or txt and not a disguise?

Thanks

Shivani Lakshman,

We confirmed the information with R&D regarding your request and unfortunately, it's not possible to verify the real extension of the file if it is not specified in the file signature. In this case, the application checks the extension.

Best regards,

Bogdan S.

Bogdan Spasibov,

Thanks Bogdan. A possible solution would be to restrict file name change. Once file is uploaded, name change can be prohibited. Hence, a file ABC.bat that has been renamed to ABC.txt to pass filter, can never be renamed to ABC.bat :)