Hi,

I have created a button in ActivitySectionV2.

This button appears on all entries in this section.

But when you click on this button, nothing happens.

Please let me know how to fix the error.

Code:

define("ActivitySectionV2", ["ProcessModuleUtilities"], function (ProcessModuleUtilities) {
  return {
    entitySchemaName: "Activity",
    details: /**SCHEMA_DETAILS*/ {} /**SCHEMA_DETAILS*/,
    diff: /**SCHEMA_DIFF*/ [{
      "operation": "insert",
      "parentName": "DataGrid",
      "propertyName": "activeRowActions",
      "name": "runProcessButtonOpenOpportunity",
      "values": {
        "className": "Terrasoft.Button",
        /*"itemType": Terrasoft.ViewItemType.BUTTON,*/
        "caption": "Відкрити угоду",
       "click": {
          bindTo: "runProcessButtonOpenOpportunity"
        },
        "style": Terrasoft.controls.ButtonEnums.style.GREEN
      }
    }] /**SCHEMA_DIFF*/,
    methods: {
      runProcessButtonOpenOpportunity: function () {
        var activeRowId = this.get("Id");
        var args = {
          sysProcessName: "UsrProcessOpenOpportunityInActivity",
          parameters: {
            OppID: activeRowId
          }
        };
        ProcessModuleUtilities.executeProcess(args);
      }
    },
    rules: {}
  };
});

Error:

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Hello community,



Is it possible to add several independent DCM case in Opportunity?

Are there alternatives on the marketplace?

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Hi!



Unfortunately, there is no such possibility now. We have registered a request for the development team to consider adding this option in future updates. 



Best regards, 

Anton

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Hello, community,

 

How to move a user from one role to another by using a business process?

For example, we have 2 branches: branch A and branch B.

The users for Branch A are Alex and Bobby

The users for Branch B are Charlie and Drake

Every month there is a rotation, so Alex will be in Branch B, and Charlie will go to Branch A.

How to do it in the business process?

 

Thank you.

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Hello,

 

 

We have previously discussed a similar task in this post: https://community.creatio.com/questions/create-role-programatically

 

You can simply start by adding a 'delete data' element from the 'user in roles' object and then add an 'add data' element to the same object, filling only the role and user columns.

 

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Hello,

 

I want to prevent users from deleting details once the status is not DRAFT anymore.

So, I'm thinking to remove the all of the buttons.

Does anyone know how to do this?

 

Thank you.

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2 comments

Dear David,

 

This can be achieved by code implementation or by business rule.

 

For the business rule, you can turn on Object permissions for this object. Then the business process will be triggered by changing the record for example, and it will be removing right for editing and deleting this record.

 

Hope this helps.

 

Have a great day!

Dear Alina,

 

I notice about this method. 

Actually, I want to keep this method as a last resort.

 

Thank you for your reply.

 

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Hi All, 

Are we able to change this text to our company brand please?

 

Thanks

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Hello,



Unfortunately, in Freedom UI there is no possibility to customize the logo on the loading screen. 



However, a task has already been registered in our R&D team to consider and implement such a feature in future releases. In case you would like to check what stage this task is at, I am sending you the task number: PR-28347. Please don't hesitate to share this number with us at any time and ask your questions.

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Hi all,

 

We are trying to send an email from a business process, but we notice that we have to set Mailbox first. When we tried to enter the email, we encountered this error.

 

What should we do?

 

Regards,

David.

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Best reply

David Chandra,

 

Please contact support team to get credentials to the repository.

Hi David,

 

If it's a local website you should deploy an Email Listener synchronization service.

Bogdan,

I'm trying to follow your suggestion.

However, I encountered an error when trying to deploy the docker-compose.

 

root@server03:~/downloads/docker-compose# docker-compose up -d

Building with native build. Learn about native build in Compose here: https://docs.docker.com/go/compose-native-build/

Pulling ListenerAPI (registry.creatio.com/emaillistener:1.0.17)...

ERROR: Head "https://registry.creatio.com/v2/emaillistener/manifests/1.0.17": no basic auth credentials

 

It seems that the image cannot be downloaded.

David Chandra,

 

Please contact support team to get credentials to the repository.

Bogdan,

I managed to make the EmailListener work by using docker.

Thank you for your help.

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Hello all,

 

Once we log into the Creatio, there is no name of the current user on the page.

I need to show the current user's name at the top of the page.

Does anyone know how to do it?

 

Thank you.

David.

 

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Hi David,

 

User name of the current user can be reviewed in the user profile located at the top of the page:

and

If you still need this on the top of the page and the app version you have is greater than 7.18.0 you need to enable AllowCreateAngularSchema system feature for all employees, override MainShell, add container and string field inside it and create a hanler that will read Terrasoft.SysValue.CURRENT_USER.displayValue property and set this value to the string field.

Hi David,

 

User name of the current user can be reviewed in the user profile located at the top of the page:

and

If you still need this on the top of the page and the app version you have is greater than 7.18.0 you need to enable AllowCreateAngularSchema system feature for all employees, override MainShell, add container and string field inside it and create a hanler that will read Terrasoft.SysValue.CURRENT_USER.displayValue property and set this value to the string field.

Oleg Drobina,

Thank you, it works.

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Hello all,

 

I have a page detail that contains item transfer information.

Every item has 2 types of units (uom), big unit and small unit. Every unit has its own conversion to each other.

So, every time the user enters the "ship quantity", I want the system to calculate the big unit and the small unit, and then update it to the UI.

The "ship quantity" uses either the big unit or the small unit.

 

Currently I use a business process to calculate the big and small quantity. 

So, every time the user enters the "ship quantity", a request will be sent to call the business process. All of this is done in the detail page.

Then, once the business process has done the calculation, it sends the message to the UI, which will be captured by the UI script and shows it to the screen. 

The problem is after the "Ship quantity" of the first row is entered, the user clicks on the second row, the first row's big and small quantities are not updated.

Below is the snippet of my code that updating the row.

body is the return from the business process that the system called earlier.

How to solve this problem?

I wish Creatio has "row lost focus" event that might can help to solve this problem.

 

Any ideas will be appreciated.

 

Thanks,

David.

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Hello David,

Most likely your data isn't updating because it wasn't set. this.getGridData will not work on the edit page. I made the logic on the Order page, to do such:

Replace the OrderProductPageV2 module and write code there instead of a business process. Put the business process handler in the editing page module. Add the required parameters to BP and use them later in your custom module by get/set:

var currentPrice = this.get(“Price”);
this.set(“Price”, “some value”)

 

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Hi Community,

 

I want to create a Multiple Selection

How could I do that?

 

Thank you!

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Hello,

 

The possibility to use multi-select lookups in Freedom UI is registered as a feedback and will be available in future releases of Creatio’s platform.



At this moment, you can check the materials for Classic UI:

Marketplace solution:

https://marketplace.creatio.com/app/multi-select-text-field-setup-creatio

And a link to the community post where this issue has already been discussed, perhaps it will be helpful to you:

https://community.creatio.com/questions/multiselect-lookup

 

Best regards,

Anastasiia

Hello,

I've written up some steps to do this, however, it is only possible in version 8.1.

https://customerfx.com/article/invoking-a-multi-select-lookup-dialog-on…

In the near future I will be releasing a Freedom UI replacement for my marketplace addon linked previously by Anastasiia (Multi-select text field setup for Creatio)

Ryan

Ryan Farley,

 

Thank you for this! Could you also please confirm if adding detail records through multiselect is possible in 8.1? 

Ref: 

https://academy.creatio.com/documents/technic-sdk/7-11/adding-multiple-…

Shivani Lakshman,

Yes, however, for now you have to handle the adding of the records in code. The article I shared shows how to invoke the lookup in multi-select mode. It uses the results to flatten out to text, however, you could just use the results and do an insert for each into the list/detail. See here for how to do the insert: 

https://customerfx.com/article/inserting-a-record-from-client-side-code…

Ryan

Shivani Lakshman,

I wrote up the details for adding to a list from a multi-select lookup as a new article here: https://customerfx.com/article/adding-to-a-list-from-a-lookup-on-a-free…

Ryan

Ryan Farley,

Thank you! This will really help!

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Hello, I am trying to run a report that will pull both from "Contact" and "Opportunity". My end goal is to run a closed lost report that I can download onto an excel document with the following fields:

  1. Company Name
  2. Contact Name
  3. Email
  4. Closed Lost in 2023
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Hello,

 

To solve this task, there are several ways. For example, you can use "Manage a list" for the "Opportunity" section and display the necessary columns in it. You can also display aggregated columns with the "Contact" object (you can read about this in the academy article).

After these actions, you will be able to filter the records you need in the list and export them to Excel.

 

Additionally, you can use an Excel reporting add-on available on the marketplace.

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