Hello Pedro,

You can add a few equal phone numbers as the communication options. All you need is to choose the different types for them:

Hi Anhelina,

Thank you for the response.

The idea here is to use the same type. For example, we need to create multiple duplicated instances for "Mobile Phone", because later on we will be using these records for our business logic. The number might be the same, but we have other attributes that have unique keys. We want to change this rule so it can be applied to those attributes.

Best Regards,

Pedro Pinheiro

Hi Harvey, 

Does it not work to bind an attribute to the enabled property of a button and set as true/false? I've not tried that, but I assume it would work? Have you already tried that?

Ryan

Classic UI buttons have a property 'enabled'
Freedom UI buttons have a property 'disabled'

Huh, not sure how I missed that, could've sworn I tried doing that! Thanks both.

As a note, the only way I could find to put some kind of hint/tooltip on the button when it's disabled is by using the "title" property, which gives you a standard browser tooltip display when hovering the mouse over the button. And binding that to an attribute that you change to be blank when the button is enabled.

Anybody have any info on this?

Does anyone have any other methods for managing per-user system settings in Creatio? It seems like there aren't a lot of options besides setting them in JS code when a user does a given action, but then that feels like it defeats some of the purpose of system settings being that the value doesn't have to be calculated every time a user does something, and also means it can't reliably be used for tasks like setting a default field value on an entity.

Contemplating using this methodology for running code when a user logs in to set it, hopefully it will work. Would be nice to have some clean way of doing it though, especially since we don't really need to be calculating it every time a user logs in but just when certain data changes: https://customerfx.com/article/executing-code-in-creatio-application-an…

Anybody have any experience of working with such a setup?

It would be great to have the view be able to inherit permissions from some object that the view has as a lookup column. However, I don't believe that is possible. What I typically do is this:

1. Create a view and include as a column some other object that has permissions (for example, if the view includes an Opportunity lookup column and the account has permissions)
2. Anywhere the view is used, include a filter condition that some column on that related object is not null (that would never be null). Plus it cannot be the Id or the column used as the display value. Example, if my view has a lookup for Opportunity, I could use Opportunity.Stage is filled in.
3. Using this approach, the user will only see the rows corresponding to the related record that they have access to, since if they cannot view the related opp the Stage will return a null value. 

It's not ideal and definitely not secure, but it does limit the view rows to what the user can see on the related object.

Ryan

Yeah that's a clever workaround, many thanks Ryan! Agreed about the security aspect, but for the the cases where it's just about having those record permissions used to define non-security visibility as I currently have for the base entity it will work for now.

It would definitely be good for the view entities to be able to inherit permissions from lookup columns though, and feels like it would be a relatively quick win for Creatio to add, as most of the functionality around that would already exist. It could even be done in a no-code way by enabling the creation of these view-based entities directly in the config, effectively adding a logical layer to the platform which would be great for filtered views into the data and adding virtual calculated fields. So much utility to be had with such a logical layer.

Hello Mirla,

 
Thank you for reaching out. We've thoroughly examined your issue. Unfortunately, there is currently no automatic addition of a meeting button for Google Meets sync activity.   

Let me explain the logic of this functionality in more detail. When you add a meeting link to the activity “notes” field with a meeting link, this button is automatically displayed. 

As a workaround, when you create an appointment in Google Calendar, you can add a link to the description in the meeting details. And in this case, during synchronization, this data will automatically be transferred to the "Notes" field in Creatio and the Join button will appear automatically.

   


Additionally, we offer a connector on the Creatio Marketplace that may address your business needs: https://marketplace.creatio.com/app/google-meet-connector-creatio .

However, we understand that this solution may not be ideal for you. Rest assured, we have already registered an idea for the development department to create this functionality.

Thanks for making Creatio better! 

Halyna Parkhomenko,

I see! thank you for the workaround and all the info! 

Hello!

It is impossible to configure default values for page types in the Quick Add menu. 

Default values are configured only for object fields. If a specific field type is used, the same default value will always be used for any typed page.

Thanks for reaching out!

Hi there.

I have very similar but slightly different task. I need to throw forward param values from current page to new record which is being created through lookup field on current page. I configured view diff like this 

			{
				"operation": "insert",
				"name": "ListAction_n8p4gak",
				"values": {
					"code": "addRecord",
					"type": "crt.ComboboxSearchTextAction",
					"icon": "combobox-add-new",
					"caption": "ComboBox.AddNewRecord",
					"clicked": {
						"request": "crt.CreateRecordFromLookupRequest",
						"params": {
							"defaultValues": [
								{
									"attributeName": "Account",
									"value": "$PDS_ClvAccount_p18pos2"
								},
								{
									"attributeName": "Contact",
									"value": "$PDS_ClvContact_ecd3h26"
								}
							]
						}
					}
				},
				"parentName": "Task_ComboBox",
				"propertyName": "listActions",
				"index": 0
			},

and I also tried to rename DefaultValues to additionalDefaultValues as debug led me to this could be possible property's name, but that didn't help. And now I see this thread. So it seems that handler "crt.CreateRecordFromLookupRequest" doesn;t allow at this point to process default values at all?

BTW this handler isn't described in academy handlers schema section | Creatio Academy

Is there any plans to develope that handler to be possible to pass default values ?

NB It could be great to have params for each type of handler to be described in academy's article like in articles for validators and converters converters schema section | Creatio Academy 

Andrii Orlenko, do you found a resolution?

Hello,
Currently, this task is in the development and now it is impossible to do so. The ability to add dynamic parameters will be available in the future versions.

Dmytro Vovchenko,

Any idea when it's going to be available? I have a couple of custom validations that test for a regEx expression and I'd like to be able to store those regEx expressions as a setting instead of hard coding them in the code.

Thanks,
Jose

Jose Hernandez 

Hello, 
Unfortunately, we cannot say in which version this functionality will be implemented, as our development team is working on tasks according to their priority, which in turn
is determined by the number of requests with this need.

Hello,
 

By default, the "Custom" package is the highest in the package hierarchy and depends on all packages below it. If you want to transfer all schemas from the Custom package to another package, you need to make sure that the new package has dependencies on the required packages.
If the new package has the necessary dependencies, you will be able to successfully transfer the schemas and avoid compilation errors.
The problem is that such a package will likely have many dependencies on other packages (depending on which type of Creatio product it was developed on (for example, Studio has fewer packages, so there will be less dependencies on packages that may not be present in other Creatio environments)). If you want to publish this as an app on the Creatio Marketplace, we recommend following the guidelines described in the Creatio Academy article.
 

Thank you.

Hello,

We see that you also registered a case directly for our Support team regarding this problem and therefore we will work on it in that case.

Mira Dmitruk,

wonderful, thanks!

Hello Harvey,

Could you please elaborate on your business task? 

Simply, we need to sort the values displayed in the Quick Filter. In this case it's because the quick filter values correspond to periods in the client's period calendar, and we want to show them in descending order so that the current period is the first item in the list (the values selectable are the ones before the current period, so sorting by name descending would suffice, but it would definitely be useful to have a generalised way of sorting quick filter options).

Harvey,

Thank you for clarifying. There is no such OOTB option. However, I've registered the idea in our R&D team backlog for consideration and implementation in future application releases.

Thank you for helping us to improve our product.