ESQ
Filters
esqmultiplefilter
database
esqfetchdata
7.16
Sales_Creatio_enterprise_edition
Unable to use multiple filters in esq query in client side modules
RAMNATH SHARMA
15:29 Jun 26, 2020

When I try to implement esq and multiple filters, only last added filter will work. Rest will be kind of overrided by the next filter.

For example, If I use 3 filters - 


esq.filters.add(esqFirstFilter);
esq.filters.add(esqSecondFilter);
esq.filters.add(esqThirdFilter);

I am getting results on the basis of last filter.

If I use 2 filters - 

 

esq.filters.add(esqFirstFilter);
esq.filters.add(esqSecondFilter);

 

Then last filter esqSecondFilter will filter the records not the first one. And I need both filters.

Is there anything need to be added to this code snippet - before or after.

 

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1 comments
Norton Lingard
16:34 Jun 26, 2020

Dear Ramnath,

 

In order to resolve the issue please use the following code for adding filters:

 

esq.filters.add("esqFirstFilter", esqFirstFilter);

esq.filters.add("esqSecondFilter", esqSecondFilter);

 

Please find more information about esq filters in the article by the link below:

 

https://academy.creatio.com/documents/technic-sdk/7-16/entityschemaquery-class-filters-handling

 

Best regards,

Norton

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7.16
font
Sales_Creatio_()
7.16
Sales_Creatio_enterprise_edition
Add Font to CKEditor font list
Tiago Carvalho
22:30 Jun 25, 2020

Hi All,

 

I'm trying to add a new font to the text editor but without any success.  

I'm looking at System Settings CKEditor font list (and eventually at CKEditor default font).

I tried adding Calibri, Arial, Helvetica, sans-serif; to the system setting however it does not show in the list of fonts. 

Am I missing anything? 

Full value for CKEditor Font List: Arial/Arial, Helvetica, sans-serif;Comic Sans MS/Comic Sans MS, cursive;Courier New/Courier New, Courier, monospace;Georgia/Georgia, serif;Lucida Sans Unicode/Lucida Sans Unicode, Lucida Grande, sans-serif;Tahoma/Tahoma, Geneva, sans-serif;Times New Roman/Times New Roman, Times, serif;Trebuchet MS/Trebuchet MS, Helvetica, sans-serif;Verdana/Verdana, Geneva, sans-serif;Calibri, Arial, Helvetica, sans-serif;

 

Thanks,

Tiago

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4 comments
Best reply
Oleg Drobina
02:31 Jun 30, 2020

Hello Tiago,

 

There will be two ways to use the created template for regular (not bulk) email sending:

 

1) from the "Actions dashboard" of some section (in this case the template will be available under the actions dashboard for the section that is specified as a macro source in the template settings and this template won't be available in the CTI panel). In this case we can select another font and type text using another font:

and then select the "Default" font from the list:

and continue using the default font for this template (that is my custom Tangerine font that I used during the template creation).

 

2) from the CTI panel and the behavior here is the similar to the behavior of the editor in actions dashboard.

 

Please also note that once you select the default font the "Open Sans" font will be displayed. This is a bug that our R&D team is aware of and I will also ask them to review this bug so they could fix it in one of nearest releases. I will also ask them to create some logic that allows using custom fonts in the email editor from the actions dashboard and in the CTI panel. 

 

You can also select all the text in the editor bedore sending an email and choosing the default font for the text so to prevent situations of two different fonts in the email text appearing.

 

Best regards,

Oscar

Oleg Drobina
15:27 Jun 26, 2020

Hello Tiago,

 

There is no way to add a custom font to the list of fonts that appear when creating an email from the CTI panel. However you can add a custom font to the list of fonts in the content designer (this functionality was implemented in the 7.16.0 version). Please review this article where the whole process of adding a custom font is described and you will be able to use custom fonts in the content designer.

 

Best regards,

Oscar

Tiago Carvalho
13:34 Jun 29, 2020

Hi Oscar, 

 

Thanks for the reply, 

I've followed the article and the font is available for selection in the content designer. 

However, if the user wants to make changes to the selected email template there's the risk of the email being sent with two different fonts.  Would there be any way of preventing this? 

It would be useful to have the two list in sync.

 

Thanks,

Tiago

 

 

Oleg Drobina
02:31 Jun 30, 2020

Hello Tiago,

 

There will be two ways to use the created template for regular (not bulk) email sending:

 

1) from the "Actions dashboard" of some section (in this case the template will be available under the actions dashboard for the section that is specified as a macro source in the template settings and this template won't be available in the CTI panel). In this case we can select another font and type text using another font:

and then select the "Default" font from the list:

and continue using the default font for this template (that is my custom Tangerine font that I used during the template creation).

 

2) from the CTI panel and the behavior here is the similar to the behavior of the editor in actions dashboard.

 

Please also note that once you select the default font the "Open Sans" font will be displayed. This is a bug that our R&D team is aware of and I will also ask them to review this bug so they could fix it in one of nearest releases. I will also ask them to create some logic that allows using custom fonts in the email editor from the actions dashboard and in the CTI panel. 

 

You can also select all the text in the editor bedore sending an email and choosing the default font for the text so to prevent situations of two different fonts in the email text appearing.

 

Best regards,

Oscar

Tiago Carvalho
11:50 Jun 30, 2020

Hi Oscar, 

 

Thanks for the explanation. 

 

Best regards,

Tiago

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Development
developer
Development Guide
Javascript
Validation
Field validation
7.16
Sales_Creatio_enterprise_edition
Getting error for using this.get("UsrAttributeName").displayValue in client module
RAMNATH SHARMA
10:36 Jun 24, 2020

I am trying to implement validation logic in client module edit page of a section.

I want to save the column value of UsrAttributeName (a lookup) into a variable.

To do this, I am using this.get("UsrAttributeName").displayValue. But when Page is loaded it hangs and console shows the error 

message: Uncaught TypeError: Cannot read property 'displayValue' of undefined 

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2 comments
Olga Avis
15:41 Jun 25, 2020

Hello! 

 

1. To add validation use this.addColumnValidator method in setValidationConfig method.

Please, find the example in the Academy article: https://academy.creatio.com/documents/technic-sdk/7-16/how-add-field-va…

 

2. If the column value is not defined you cannot call for its properties. Check if the column has value:

var attribute =  this.get("UsrAttributeName");

var attributeDisplayValue = attribute  && attribute.displayValue;

 

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

 

Best regards,

Olga. 

RAMNATH SHARMA
15:19 Jun 26, 2020

Olga Avis,

Hi 

 

After debugging it turns out undefined is coming because Entity/Page is not fully loaded or when I create a new record then all fields are empty.

I could use your suggested way to assign attribute value to a variable but that would not be able to work if entity/page is not fully loaded.

 

So I used a flag in attributes with default value false and set it to true in OnEntityIntilized method.

Then I checked the flag, if it is true then the validation method will run.

 

Thanks

Ram

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Self service portal
Default main page
portal
portal users
7.16
Sales_Creatio_enterprise_edition
Can't modify Portal user profile page in on-site installed environment.
RAMNATH SHARMA
13:39 Jun 04, 2020

I want to modify the profile page of portal user. But the environment gives me this error.

This development environment is fresh install and I have only create a new package in advance setting. 

The environment info - Creatio CRM - 7.16.0.4461

Has anyone also faced this issue before?

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6 comments
Best reply
Meet
10:47 Jun 05, 2020

Hello,

 

I got the solution.

We need to add two package in our current package

  1. SSP
  2. ProtalITILService

This solved my issue.

 

Regards,

Meet

Dean Parrett
15:03 Jun 04, 2020

Hello,

 

I've just deployed full bundle instance of the 7.16.0.4461. There is no similar issue. The portal user profile page or organizational page and main page can be modified without any difficulties.

Try to perform these actions in the advanced settings that can help to resolve the issue:

1. Update database structure where needed

2. Generate the source code for all items

3.Compile all items

 

If there are still any difficulties, It is better to contact the support team via support@creatio.com to look into the issue in your particular environment.

 

Regards,

Dean

RAMNATH SHARMA
20:51 Jun 04, 2020

Dean Parrett,

ok I will try this and update here.

Ramnath

Meet
20:53 Jun 04, 2020

Dean Parrett,

I face same issue on trial environment of Creatio which based on cloud

 

Regards,

Meet

Dean Parrett
20:55 Jun 04, 2020

Hello Meet,

 

It is definitely better to approach the support team. It would be easier to debut the error in cloud instance and find the solution.

 

Regards

Dean

RAMNATH SHARMA
10:43 Jun 05, 2020

Dean Parrett,

 

I tried to generate source code and compile all items. But I still can not open the Portal User profile page  to modify it.

I will have to contact support team for further help.

Thanks

 

Ramnath

Meet
10:47 Jun 05, 2020

Hello,

 

I got the solution.

We need to add two package in our current package

  1. SSP
  2. ProtalITILService

This solved my issue.

 

Regards,

Meet

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Access Rights
access
permissions
object
Object Permissions
7.16
Sales_Creatio_enterprise_edition
Create a process to give access of read and edit to record for a particular portal user
RAMNATH SHARMA
15:12 Jun 03, 2020

I created a process which will give access to a particular portal user permission to read and edit record. The portal user name is filled in the record page. 

Process first triggers when a record is added then it read the portal user name in the record and assigns the access permissions. But the process is not giving access rights to the portal user. 

Can any one help ?

Here are the screen shots : -

1. Process

2. After adding record and process completion, the access rights 

3. Object permission of the Section page

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5 comments
Olga Avis
15:58 Jun 03, 2020

Hello Ramnath,

 

Could you please provide us with screenshots of the business process elements settings for further assistance on this matter?

 

Thank you in advance! Looking forward to your reply. 

Olga. 

RAMNATH SHARMA
08:44 Jun 04, 2020

Olga Avis,

Here are the screenshots of elements:-

1. Trigger element - record added

2. Read portal user name (Field name - Borrower)

3. The access rights added

The Role is the name of borrower which was read in 2nd Read Borrower element.

This process is in my local dev environment. I have also created the same process on a trial cloud environment. But the process does not seem to work. 

Is there anything I am missing?

Dean Parrett
15:39 Jun 04, 2020

Hello,

 

It is necessary to grant the rights not to User role but for the Employee  where you should indicate the value of the Borrower field http://prntscr.com/stoezu .  It should be something like this [#Read Borrower.First item of resulting collection.Borrower#]

As for now you try to grant the rights to some role and the system cannot identify it.

 

Best regards,

Dean

RAMNATH SHARMA
08:43 Jun 08, 2020

Dean Parrett,

 

I assigned the access role in process for employee. And the process works now.

But why can't we do for User role.

Even if it works with employee role. The borrower is not an employee. He/She is an end user who will fill the form. Why does it have to be assigned in Employee role.

Can you please elaborate?

 

Thanks

Ramnath

Dean Parrett
20:14 Jun 10, 2020

Hello,

 

The thing is that your process doesn't read the user role. It would be necessary to find the user's role first using additional read data elements and based on which role is found by, use it in Role parameter instead of Employee.



Regards,

Dean 

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notification
Side Panel
portal users
portal dashboard
Self service portal
7.16
Sales_Creatio_enterprise_edition
How to enable right side notification panel on Portal Workspace
RAMNATH SHARMA
14:30 Jun 02, 2020

In the screenshot I can not see the notification panel on Portal Workspace when portal user logs in. I want it to be visible to portal user in case of notification comes. Or else if there is another approach to notify portal user then please suggest.

Thanks

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2 comments
Roman Brown
17:05 Jun 02, 2020

Hello Ramnath, 



Unfortunately, there is no OOB tools or information about partner customizations available which would add the notification panel for the portal user.

We will pass this request as an idea to the responsible R&D team so they will consider the possibility of adding the requested functionality in future Creatio releases. 



Kind regards,

Roman

RAMNATH SHARMA
18:49 Jun 02, 2020

Roman Brown,

I wanted the notification panel on Portal Workspace for process/requests he need to complete. The process has a pre-configured page. Which needs to be filled by Portal user. But process will only show in notification. Not in the Case I build on the section page. 

Is there any other way to notify user to access and complete the process.

Thanks

Ramnath

Show all comments
change_log
audit
7.16
Sales_Creatio_enterprise_edition
Record View - logs
KrishnaPrasad
10:44 May 29, 2020

Hi,

Like the change log for a section where we can trance the changes add/edit/delete made by a user, is there a way to see the list of which records he have "viewed"?

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1 comments
Olga Avis
12:06 May 29, 2020

Hello Krishna,

 

Unfortunately, there is no possibility to track the information about viewed sections/records by system users. 

 

In case you would like to deny access to records for some users please feel free to use record permissions settings. For example, if the [Record permissions] option is enabled, only certain users or roles can view specific accounts or contacts.

 

More detailed information can be found in the Creatio Academy article: https://academy.creatio.com/documents/administration/7-15/object-permis…

 

Best regards, 

Olga. 

Show all comments
7.16
Sales_Creatio_enterprise_edition
Is there a way to make a recurring task?
Heather Mahley
18:24 May 19, 2020

Hello-

Is there a way to make a recurring task? For example- if I want to call a contact every Thursday at 3 pm until the end of the year- can I easily put that in one task or do I need to type in each one at a time? 

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4 comments
Best reply
Ryan Farley
18:57 May 19, 2020

Hello,

 

There is a marketplace add-on you can use for recurring tasks: https://marketplace.creatio.com/app/recurring-activities-scheduler-crea…

 

Ryan

Ryan Farley
18:57 May 19, 2020

Hello,

 

There is a marketplace add-on you can use for recurring tasks: https://marketplace.creatio.com/app/recurring-activities-scheduler-crea…

 

Ryan

Heather Mahley
00:28 May 21, 2020

It looks like this won't install with the latest version of Creatio. Any advice? I emailed the installl log to the company- but I'm not sure they will reply. Here is the log below:

 

 

 

 

2020-05-21 00:17:05,169 Configuration backup started.

2020-05-21 00:17:05,184 Loading packages from archive

2020-05-21 00:17:05,247 Package "GlbRecurringActivity" loaded

2020-05-21 00:17:05,247 Loading packages from database

2020-05-21 00:17:06,372 Loading packages from database

2020-05-21 00:17:08,450 Configuration backup successfully created.

2020-05-21 00:17:08,574 Application install from marketplace started. Application name: Recurring activities scheduler for Creatio. Code: global-1888. Last update: 02/24/2020 16:47:03.

2020-05-21 00:17:08,574 Preparing packages for installation

2020-05-21 00:17:08,590 Loading packages from archive

2020-05-21 00:17:08,747 Package "GlbRecurringActivity" loaded

2020-05-21 00:17:08,747 Loading packages from database

2020-05-21 00:17:09,950 Composing packages

2020-05-21 00:17:19,184 Schema "Activity" saved in package "GlbRecurringActivity"

2020-05-21 00:17:19,231 Schema "ActivityPageV2" saved in package "GlbRecurringActivity"

2020-05-21 00:17:19,247 Schema "ActivitySectionV2" saved in package "GlbRecurringActivity"

2020-05-21 00:17:19,356 Schema "BaseNotificationsSchema" saved in package "GlbRecurringActivity"

2020-05-21 00:17:19,465 Schema "GlbActivityService" saved in package "GlbRecurringActivity"

2020-05-21 00:17:19,512 Schema "GlbActivityServiceHelper" saved in package "GlbRecurringActivity"

2020-05-21 00:17:19,621 Schema "GlbDayOfWeek" saved in package "GlbRecurringActivity"

2020-05-21 00:17:19,700 Schema "GlbMakeRecurringModalPage" saved in package "GlbRecurringActivity"

2020-05-21 00:17:19,715 Schema "GlbRecurringActivityConfConstants" saved in package "GlbRecurringActivity"

2020-05-21 00:17:19,793 Schema "GlbRecurringActivityMixin" saved in package "GlbRecurringActivity"

2020-05-21 00:17:19,824 Schema "GlbRecurringActivityServConstants" saved in package "GlbRecurringActivity"

2020-05-21 00:17:19,824 SQL script "glb_CreateRecurringActivities" saved in package "GlbRecurringActivity"

2020-05-21 00:17:19,824 SQL script "glb_CreateRemindings" saved in package "GlbRecurringActivity"

2020-05-21 00:17:19,824 SQL script "glb_FixTableRightsQuick" saved in package "GlbRecurringActivity"

2020-05-21 00:17:19,840 SQL script "glb_SetDayLightSaving" saved in package "GlbRecurringActivity"

2020-05-21 00:17:19,840 SQL script "glb_SetTime" saved in package "GlbRecurringActivity"

2020-05-21 00:17:19,840 SQL script "glb_StringSplit" saved in package "GlbRecurringActivity"

2020-05-21 00:17:19,887 Schema data "GlbDayOfWeek_Values" saved in package "GlbRecurringActivity"

2020-05-21 00:17:19,903 Schema data "RemindingSource_Values" saved in package "GlbRecurringActivity"

2020-05-21 00:17:19,965 Schema data "SysSettingsValue_GlbRecurringPeriodMax" saved in package "GlbRecurringActivity"

2020-05-21 00:17:19,997 Schema data "SysSettings_GlbRecurringPeriodMax" saved in package "GlbRecurringActivity"

2020-05-21 00:17:19,997 Package "GlbRecurringActivity" saved

2020-05-21 00:17:20,403 Added - resources in package "GlbRecurringActivity"

2020-05-21 00:17:43,156 Updating modified schemas

2020-05-21 00:17:45,218 Schema source code "Activity" from package GlbRecurringActivity generated

2020-05-21 00:17:46,265 Schema source code "ActivityPageV2" from package GlbRecurringActivity generated

2020-05-21 00:17:46,406 Schema source code "ActivitySectionV2" from package GlbRecurringActivity generated

2020-05-21 00:17:46,452 Schema source code "BaseNotificationsSchema" from package GlbRecurringActivity generated

2020-05-21 00:17:46,499 Schema source code "GlbActivityService" from package GlbRecurringActivity generated

2020-05-21 00:17:46,546 Schema source code "GlbActivityServiceHelper" from package GlbRecurringActivity generated

2020-05-21 00:17:46,703 Schema source code "GlbDayOfWeek" from package GlbRecurringActivity generated

2020-05-21 00:17:46,749 Schema source code "GlbMakeRecurringModalPage" from package GlbRecurringActivity generated

2020-05-21 00:17:46,796 Schema source code "GlbRecurringActivityConfConstants" from package GlbRecurringActivity generated

2020-05-21 00:17:46,859 Schema source code "GlbRecurringActivityMixin" from package GlbRecurringActivity generated

2020-05-21 00:17:46,906 Schema source code "GlbRecurringActivityServConstants" from package GlbRecurringActivity generated

2020-05-21 00:17:47,655 Updating tables structure in database

2020-05-21 00:17:49,406 Actions skipped for schema "GlbDayOfWeek" from package "GlbRecurringActivity" in 1.735 sec

2020-05-21 00:18:52,188 Actions skipped for schema "Activity" from package "GlbRecurringActivity, Exchange, EmailMessage, Invoice, Portal, SalesEnterprise, Case, Custom, Opportunity, Problem, SSP, CoreContracts, CaseService, Base, NUI, Order, OperatorSingleWindow, EmailMining, Lead, Onco360Base, MarketingCampaign, Change, Release, CMDB, Document, Project" in 2.781 sec

2020-05-21 00:19:00,500 Installing SQL scripts

2020-05-21 00:19:00,516 SQL script "glb_CreateRemindings" from package "GlbRecurringActivity" installed

2020-05-21 00:19:00,516 SQL script "glb_FixTableRightsQuick" from package "GlbRecurringActivity" installed

2020-05-21 00:19:00,532 SQL script "glb_SetDayLightSaving" from package "GlbRecurringActivity" installed

2020-05-21 00:19:00,532 SQL script "glb_SetTime" from package "GlbRecurringActivity" installed

2020-05-21 00:19:00,547 SQL script "glb_StringSplit" from package "GlbRecurringActivity" installed

2020-05-21 00:19:00,563 SQL script "glb_CreateRecurringActivities" from package "GlbRecurringActivity" installed

2020-05-21 00:19:00,657 Installing data

2020-05-21 00:19:00,875 Data "GlbDayOfWeek_Values" from package "GlbRecurringActivity" installed

2020-05-21 00:19:00,969 Data "RemindingSource_Values" from package "GlbRecurringActivity" installed

2020-05-21 00:19:01,141 Data "SysSettings_GlbRecurringPeriodMax" from package "GlbRecurringActivity" installed

2020-05-21 00:19:01,266 Data "SysSettingsValue_GlbRecurringPeriodMax" from package "GlbRecurringActivity" installed

2020-05-21 00:19:01,281 Lookup values "SysSettings_GlbRecurringPeriodMax" from package "GlbRecurringActivity" installed

2020-05-21 00:19:01,422 Lookup values "SysSettingsValue_GlbRecurringPeriodMax" from package "GlbRecurringActivity" installed

2020-05-21 00:19:01,532 Compiling configuration dll

2020-05-21 00:19:10,579 Errors and (or) warnings occurred while compiling configuration dll

2020-05-21 00:19:10,579 Error : Errors occurred while compiling configuration. See logs for more details.

2020-05-21 00:19:31,937 When application installed, an error(s) occured

 

Ryan Farley
18:33 May 21, 2020

Heather Mahley,

 

Maybe try running the installation again? I just tried installing in a new 7.16.0 system and it did install without error for me. If it still doesn't install without error for you, follow up with support.

 

Ryan

Heather Mahley
18:40 May 21, 2020

Ryan Farley,

Thanks Ryan- It installed. I think it was just due to system lag. 

Show all comments
online
login
7.16
Sales_Creatio_enterprise_edition
Online status of Creatio user
M Shrikanth
02:30 May 13, 2020

Hello, 

 

We have a use case where we need to automatically mark a user "online" once they log into the application. And mark "offline" when the session ends. Other users will need to see who is currently online and who is not. 

 

Is there a way to identify if a user is online or not in Creatio?

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4 comments
M Shrikanth
08:01 May 19, 2020

Hello Community! Some help here will be very appreciated. Thanks in advance!

Bohdan Zdor
17:54 May 21, 2020

M Shrikanth,



Hi, 



Yes, we have a solution based on dashboards functionality.



You should create a new dashboard and select the list view.

http://prntscr.com/sl4y91



Next, select the object "system administration object" from the dropdown and add a column "Logged in" in the column setup.

http://prntscr.com/sl4zrs



After that, go to the "Display Options" tab and in the "How to sort" detail choose the number of displayed users, descending order and the sorting column should be "Logged in"



Then go to the detail "How to filter" and add the condition by choosing the column "Active" equal "yes".

http://prntscr.com/sl52rs



As a result, you'll have the dashboard with all the users who are logged in in the system at the moment.

http://prntscr.com/sl56y6

Thank you!

M Shrikanth
21:20 May 21, 2020

Hi Bohdan Zdor,

 

Thank you for the response.



A supplementary question - I am looking to identify on the server side whenever a user logged in and out of the app. 



Could I possible tap into OnUpdated entity event on the SysAdminUnit object to identify when a user logs in and when he logs out? Or is there another way to do this?



Thank you, 

Shrikanth

M Shrikanth
20:24 Sep 16, 2020

Bohdan Zdor,

Hi Bohdan. Following up on my question above - 



https://community.creatio.com/questions/entity-event-layer-system-custo…

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Product
features
product management
base_object
sales_enterprise
sales
sales_edition_()
7.16
Sales_Creatio_enterprise_edition
How to make a Columns Container?
RAMNATH SHARMA
09:58 May 11, 2020

I have been working on Product section page which has the detail of Features. The detail has a small form which suggest to select particular feature and it automatically filters the Type of feature (String, Boolean, Integer, Double, List item) then I can fill value or select from lookup (list item type).

On the Feature's detail page there are columns created for each type and are combined in a columns container. There are also business rules which will show particular column replacing the Columns container.

Here is the screenshot of Feature detail - 

I would like to know how we can combine columns so that they can be replaced later according to the business rules.

Right now I can place each column in a row on the section page and then hide them using business rules. That will also create empty spaces on the page. So how can I create Column container which will not show empty spaces of hidden columns.

Can anyone please tell ?

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Roman Brown
13:09 May 21, 2020

Hello Ramnath, 



It can be done in a two different ways:

1) You can bind "colSpan" to your own attribute and set it to 0  when hiding conditions are met. 

2.) Set "display: none" style for the fields that should be hidden when the hiding conditions are met



Kind regards,

Roman

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