Hi everyone,

 

I'm having trouble installing the Excel Reports application ( https://marketplace.creatio.com/app/excel-reports-builder-creatio ) on my local machine.

Everytime, I tried to add the Excel Reports section to my workplace I got this error:

I've not gotten this error before, even after compiling the machine, logging out and clearing the cache, the error persists.

 

Thanks in advance.

 

Best Regards,

Pedro Pinheiro

 

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I get this often as well, always with this specific add-on (the Excel reports package). I always play around with it and eventually get it to work where I can add it to a workspace, but never really sure how to get it to work. Hoping to se reply on this.

Hi Pedro,

please specify the Creatio product and version to reproduce the issue. Try to add first any basic section to the workplace and after that the 'Excel reports' section. 

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Hi everyone,

 

I would like to know how can i add quick filters for a detail, like the ones used for section pages. (check print bellow)

 

I've tried to implement this Quick Filter in the same way i implemented the section pages one, without success.

 

 

 

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Hello Pedro,

 

Similar questions were previously reviewed on the Community here https://community.creatio.com/questions/quick-filters-detail and here https://community.creatio.com/questions/prefilter-detail-grid-page-load. Please use these articles I've mentioned so to resolve your business task.

 

Best regards,

Oscar

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In dashboards, I can sort only by grouping field or by it's result:

 

When I sort by grouping field I get a meaningless order:

The lookup field I group by:

I want to sort it by the Days start value. So the expected order would be the following:

Is there a way to sort by a particular field?

 

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Hi Yuriy,



Unfortunately, there's no possibility to sort by a particular field in Creatio dashboards now.



Our R&D is already working on improving the dashboard customization so the advanced sorting might be implemented in future releases.



Thank you.

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Hi everybody,

 

Is there a way to apply CSS styles for this type of Dashboard?

I want to change the color of the field represented in the screenshot above, but I couldn't find the right methods to do it. Any idea on how to implement this?

 

Thanks in advance.

 

Best regards,

Pedro Pinheiro

 

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Hello Pedro,

 

Unfortunately, it is not possible to add the custom CSS styles to the dashboards. You can only create the custom widget that will may the  custom CSS styles. More details can be found here https://academy.bpmonline.com/documents/technic-sdk/7-12/adding-custom-dashboard-widget?document=&_ga=2.12020211.678650190.1567427398-650750588.1567427398

 

We already had similar requests from multiple customers, therefore this possibility will be available in the future application versions only.

 

Best regards,

Oscar

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Inside business process, I've got a task to pick the Account with largest total amount of its Invoices. It can't be performed by simply choosing a field. And making custom field "Total Amount" and updating it on products change seems awkward to me.

Is there a better way?

 

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Dear Yuriy, 

 

The best option would probably be creating a new field on Account and recalculate it when the new invoice is added. Alternatively, you can loop through all accounts in a process and calculate this number for all of them in a script task, but this wouldn't be an optimal solution. 

Can try reading the invoice object first and then take account id from there and read the account. So while you are reading the invoice, you can sort using the amount.

Dear Yuriy, 

 

The best option would probably be creating a new field on Account and recalculate it when the new invoice is added. Alternatively, you can loop through all accounts in a process and calculate this number for all of them in a script task, but this wouldn't be an optimal solution. 

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we upgraded on on-prem sales creatio to 7.15.2 and now the GlbDataBinding application fails upon installation.

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Dear Kumar,

 

During the installation process the application is compiled. If the application cannot be compiled due to some errors, not related to the GlbDataBinding tool, the installation process will fail as well. Therefore, please make sure you can compile the application without any errors and after that install the marketplace package.

 

Regards,

Dean 

Dean Parrett,

 

I did that and for reason I keep getting this error. Any thoughts?

Kumar,

 

Try to delete the installed marketplace package, compile the whole system and re-install the GlbDataBinding package again.

That should help.

 

Regards,

Dean

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I am facing issues with the console flooded with the web-socket errors.

I don't know which element is bugging it.

Because of this sometimes I have to hard reload (empty cache) 3 to 5 times to do my configurations of view any record after some changes in section wizard or in any object.

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This is due to the telephony integration being turned on by default in new systems, but not set up to connect to a phone system. To get rid of all that chatter in the console, go into your profile (by clicking the person icon in the top right corner, then select "Your profile". Once there, click the "Call center parameters setup" button and check the box to "Disable phone integration". Once you log out and back in again, all of that chatter and WebSocket errors in the console will be gone.

Ryan

This is due to the telephony integration being turned on by default in new systems, but not set up to connect to a phone system. To get rid of all that chatter in the console, go into your profile (by clicking the person icon in the top right corner, then select "Your profile". Once there, click the "Call center parameters setup" button and check the box to "Disable phone integration". Once you log out and back in again, all of that chatter and WebSocket errors in the console will be gone.

Ryan

Hey Ryan,

It worked.

Thanks for the help.

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