Hi!

 

Regrettably, this behavior is currently exclusive to the Input Date/Time field. The field currently presents data exactly as it appears in the database, resulting in users consistently receiving Date/Time format data even if the corresponding page originally only contained Time or Date information in these fields.



We wish to inform you that we have imminent plans to address and rectify this behavior in the near future. Anticipated changes are expected to be incorporated in a subsequent release, likely following version 8.1.3.

 

If you have any further questions, please respond to this email we would be happy to help.

Thank you for choosing Creatio!

If you're referring to the code that adds the primary address values to the account (or contact) columns, that is in C# BaseAddressSynchronizer. This code is triggered from the specific address objects (such as AccountAddress) subprocess (open AccountAddress object then click "open process").  

FYI in classic pages there was also code on the page that did this via sandbox messages iirc.

Ryan

Thanks Ryan, any idea what the correct way to add an additional field to the synchronization process would be? I'm expecting that it would require adding a new C# module that inherits from the BaseAddressSynchronizer class (or maybe the AcountAddressSynchronizer for Account Addresses specifically?) and adds columns to the GetSynchronizationColumnMappings method in the following way:

protected override ICollection<SynchronizationColumnMapping> GetSynchronizationColumnMappings() {
	SynchronizationColumnComparator stringEqualComparator = EqualComparatorProvider.GetStringEqualComparator();
	var baseColumnMappings = base.GetSynchronizationColumnMappings();
	baseColumnMappings.Add(new SynchronizationColumnMapping {
		SourceColumnName = "SrcColName",
		DestinationColumnName = "TgtColName",
		Comparator = stringEqualComparator
	});
	return baseColumnMappings;
}

With the Account Address entity's column name as the source column name and the Account entity's column name as the target column name. Does the entity's subprocess also need editing to make this logic work, or does the GetAddressSynchronizer method used in the existing subprocess automatically include the extra column mappings defined in the override? Can't see where that method comes from.

Harvey Adcock,

Hi!

Yes, you need to create a new source code schema, add a new class that inherits from the BaseAddressSynchronizer, and override the GetSynchronizationColumnMappings method.

You may use the AccountAddressSynchronizer class as an example.

To apply the changes to the entity, it is necessary to create a replacing object and update its process methods (to call the overridden method instead of the default one).

Natalia Kalynovska,

Hi Natalia, does that require recreating the Process that's attached to the OOTB Account Address entities? As the replacing object in our package doesn't have that process by default, so in order to change it, it seems like we would have to recreate the previous Process with those changes? And does a Process in a replacing object "overwrite" the Process in the replaced object, or do they both still operate? I'm not sure if there's much documentation on the Entity Processes.

Thanks,

Harvey

Harvey Adcock,

Hello Harvey,

Have you find a solution to your needs?

No, unfortunately not yet. I didn't end up spending much more time after this thread on it though, it was deprioritised in our project, so it would still be useful if anyone knows how to correctly override entities' Entity Processes.

Natalia Kalynovska,

Hello Natalia,

I am trying to add some columns to the BaseAddressSynchronizer. Inheriting the class and overwriting the function is quite straight forward. What I have done is below:

namespace Terrasoft.Configuration
{
	using EntitySynchronization;
	using System.Collections.Generic;
	using Terrasoft.Core;
	using Terrasoft.Core.Entities;
 
	#region Class: PbContactAddressSynchronizer
 
	/// <summary>
	/// Provides methods for synchronizing account address with account.
	/// </summary>
	public class PbContactAddressSynchronizer : BaseAddressSynchronizer
	{
		#region Construcors: Public
 
		public PbContactAddressSynchronizer(UserConnection userConnection, Entity addressEntity) :
			base(userConnection, addressEntity, "Contact") {
		}
 
		#endregion
 
		#region Methods: Protected
 
		protected override ICollection<SynchronizationColumnMapping> GetSynchronizationColumnMappings() {
 
			SynchronizationColumnComparator stringEqualComparator = EqualComparatorProvider.GetStringEqualComparator();
 
			var baseColumnMappings = base.GetSynchronizationColumnMappings();
 
			baseColumnMappings.Add(new SynchronizationColumnMapping {
				SourceColumnName = "PbTown",
				DestinationColumnName = "PbTown",
				Comparator = stringEqualComparator
			});
 
			baseColumnMappings.Add(new SynchronizationColumnMapping {
				SourceColumnName = "PbCounty",
				DestinationColumnName = "PbCounty",
				Comparator = stringEqualComparator
			});
 
            baseColumnMappings.Add(new SynchronizationColumnMapping {
				SourceColumnName = "PbAddressLine2",
				DestinationColumnName = "PbAddressLine2",
				Comparator = stringEqualComparator
			});
 
			return baseColumnMappings;
		}
 
		#endregion
	}
 
	#endregion
}

The piece I am having issues with pertains with what Harvey wrote above regarding overwriting the Process on the object. I would like to know the best way to overwrite the OOTB object processes. 

Furthermore, when I look into the Process responsible for running the Address synchronizer there is a script task with a single line of code, which runs a function that I cannot find in any source code files:

return SyncronizeContactAddress()

Would you be able to provide an example of how to call the overwritten BaseAddressSynchronizer from a script task.

Hello Harvey,



There is no such option for now, however, we've registered it in our R&D team backlog for consideration and implementation in future application releases.

Thank you for helping us to improve our product. 

Thanks Bogdan, it's definitely a feature that's needed - having every Contact show up in the Owner filter with no way to change this on a CRM platform isn't ideal.

I've discovered that it's possible to add this using code. To do so, you need to override the crt.LoadDataRequest handler and use the following code:

{
	request: "crt.LoadDataRequest",
	handler: async (request, next) => {
		// Filter Timeline's Owner filter to just Contacts with a User record
		if(request.dataSourceName === "ByOwnerQuickFilterInTimeline_xi3lpgm_ComboBox_List_DS") {
			const filter = new sdk.FilterGroup();
			await filter.addExistsFilter("[SysAdminUnit:Contact:Id].Id");
 
			// workaround for filters
			const newFilter = Object.assign({}, filter);
			newFilter.items = filter.items;
 
			request.parameters.push({
				type: "filter",
				value: newFilter
			});
		}
 
		return await next?.handle(request);
	}
},

You have to replace the name of the Timeline component in the above code from Timeline_xi3lpgm to whatever the component is called on your page.

Harvey Adcock,

good find, thanks!

You should mark your own answer as solution ;)

Harvey Adcock,

Well done! Thanks for sharing this Harvey. 

Also, if you've moved to 8.1.1 you no longer need the filters workaround - it's finally working properly in 8.1.1, just thought I'd mention.

Ryan

Ryan Farley,

Ahh great to hear, thanks for the info Ryan - and thanks for spreading the info about that workaround in the first place!

I'd like to share my solution on lookup filtering.

We wanted to have only contacts from our company and in certain functional role.

{
	request: "crt.LoadDataRequest",
	handler: async (request, next) => {
		if (request.dataSourceName !== "FbContact_List_DS") {
			return await next?.handle(request);
		}
 
		const ourCompanyFilter = new sdk.CompareFilter(
			sdk.ComparisonType.Equal, 
			new sdk.ColumnExpression({
				columnPath: "Account.Type"
			}), 
			new sdk.ParameterExpression({
				value: Constants.AccountType.OurCompany
			})
		);
 
		const funcRoleFilter = new sdk.CompareFilter(
			sdk.ComparisonType.Equal, 
			new sdk.ColumnExpression({
				columnPath: "[SysAdminUnit:Contact:Id].[SysUserInRole:SysUser:Id].SysRole.Id"
			}), 
			new sdk.ParameterExpression({
				value: Constants.FunctionalRole.MyCustomFunctionalRole
			})
		);
 
		request.parameters.push({
			type: sdk.ModelParameterType.Filter,
			value: ourCompanyFilter
		});
 
		request.parameters.push({
			type: sdk.ModelParameterType.Filter,
			value: funcRoleFilter
		});
 
		return await next?.handle(request);
	}
}

Alex Zaslavsky,

Interesting, it hadn't occurred to me to push multiple filters to the parameters. I've always added the multiple filters to a FilterGroup and then added the group to the parameters. I guess it's an array for a reason :) Nice to know it works that way as well.

Ryan

Hello , 

Can we set a current user as a default in timeline quickfilter ? 

Hi,



I think, you can do this by appending buttons in the targeted column.

 

var baseEle = "#Identifier div[id*=\"item-" + rowId + "\"]  div:nth-last-child(2)";
$(baseEle).append(Ext.String.format("<span></span>"));
 
var ele = baseSelector + ">span";
$(ele).click(function() {});

 

Loop collection in prepareResponseCollection method or onGridDataLoaded

Any ideas on how this might be possible?

You can avoid needing the prefix by clearing the prefix system setting. Then no prefix will be needed.

However, I'm not sure creating the object would be a good idea, perhaps? Seems risky. What I would do is create a database view wrapping the data and then expose that as an object instead. That seems like the best route to me.

Ryan

Thanks Ryan, sounds like a great idea - then the view over the top of the change log table can have its columns renamed where the prefix isn't present to start with the prefix, which will avoid the need to turn prefix off and on when adding new columns to the change log view entity.

Harvey,

Can I ask, what tables the change log is saved to if you know?  Or if there is a view to read the change log?  There is an API I note but I have a scenario where a SQL query is the better option.

Hi Gareth, the name of the tables created for the change log is Sys[object name]Log, so for example for the Account entity, it would be SysAccountLog. Hope this helps!

Hello Harvey,

You can use out-of-the-box examples of bulk deletion logic. For example we can take the BulkEmailTargetArchiver class and the DeleteArchiveLevel method in it:

private void DeleteArchiveLevel(string sourceSchemaName, string targetSchemaName) {
			int processedRecords;
			do {
				var deleteQuery = new Delete(_userConnection).From(sourceSchemaName)
					.Where("Id").In(new Select(_userConnection)
						.Top(_batchSize)
						.Column("s", "Id")
						.From(sourceSchemaName).As("s")
						.Where().Exists(new Select(_userConnection)
							.Column(Column.Parameter(1))
							.From(targetSchemaName)
							.Where(targetSchemaName, "Id")
							.IsEqual("s", "Id")));
				processedRecords = deleteQuery.Execute(_dbExecutor);
			} while (processedRecords != 0);
		}

This is just one example of the logic. You can use:

select * from SysSchemaSource

where Source like '%DeleteQuery%'

 

to get other schemas in the application configuration with delete queries examples and build your own one using all examples you may find in the system.

Hi Oleg,

using these Delete classes bypasses Creatio’s internal logic though, right? So change logs will be inaccurate and any BPs that should be triggered on delete would not be triggered etc. This seems risky to me as important processes could hang off this, and I don’t know what other internal aspects of Creatio might be relying on logic that Creatio manages at an application level.

Is there any way to bulk delete while respecting that?

Hello Sasori,

Since a text field and there is no lookup values you can not filter it based on conditions. 

Hi Bogdan,

Your answer is something that we already now (I have already stated that in my post) . And it is very astonishing that such functionality which was oob in the Classic UI is not present in the Freedom UI.

Please give us a code example of implementing such functionality in freedom UI.

Sasori

Sasori,

We don't have a ready example of such implementation. 

However, we have already registered the idea for our R&D team to implement this functionality in further releases. I will assign your case to this project to increase its priority.  

Sasori Oshigaki,

You need to create other lookups, remove and replace the current postal code text field, so that you can add postal code to the list of cities to do the links. It is indeed weird that this is a seperate text field as an OOTB feature.



Also, accounts is in Freedom UI, with customer 360, but not account adresses , how weird is that ??

Hello Harvey,

It is possible, and you do it in the right way as I can see from the description. To prevent saving you have to declare this handler in the scheme and simply do not call next?.handle(request). 

Hello,

If I'm not mistaken, you can use simple OOTB validation that is described here https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platfor…

Hi Dmytro,

This doesn't give us a way to trigger the validation manually though unfortunately. What we were trying to achieve was to show the validation message to users without saving/trying to save the record at that point in time. We ended up making our own very basic error message that shows the results returned by

request.$context.validate()

if there are any and stops the user progressing in our custom path, but it would be good to be able to tap into the OOTB error toast message so it's a little more detailed and polished.

Harvey Adcock,

Hello! 

Unfortunately, so far, we don't have the functionality to trigger the OOTB validation snackbar-message without saving /trying to save the record. 

We have registered your suggestion, and our R&D team will consider implementing it in future releases.

Thank you for making our product better!

Best regards, 

Natalia

Harvey Adcock,

Dear Harvey,

See this community article, I think it could help you to answer your question https://community.creatio.com/questions/dynamic-parameter-validator-freedom-ui

Regards,

Julio

Dear Sam

I recommend you to keep the main base page unused.

The other three pages you can make inherit from this first one getting a base page for common problems, for example, you need to add a business rule or a field and you need it in three sections, you go to the base page, create what you need there and voila, all the pages get this new field or business rule....

See images:

1.- Client Model schemas  https://prnt.sc/4YfSmr4FPukL

2.- How to inherit https://prnt.sc/-owYS4INpiXe

3.- https://prnt.sc/69f_gvWJjxBW

Regards

Julio Falcón

Julio.Falcon_Nodos,

Thanks, Julio!

Your suggestion to keep the main base page unused and have the specific pages inherit from it makes sense. I implement it using another approach.

Thanks for your reply

 

Regards, Sam