Hi,

I've an old instance of sales team creatio edition.

On Account page I can't see the new feature "DUPLICATE" search.

How can I solve this?

 

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Hello Stefano,

 

Could you please contact our technical support in order to take a closer look at the issue?

Please contact us by sending us an email at support@creatio.com

 

Thank you,

Artem!

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Hello community,

I'm working on an assembly package and I'm currently using OData3 for some integrations. I noticed that the end-point "/0/ServiceModel/EntityDataService.svc/" is not exposing the methods of the custom entities. Do you have any ideas to solve this problem?

Let me know.

 

Thanks in advance,

Luca

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Hello Luca,

 

I am not sure I understand you correctly. Can you please send an expected result and an actual result you receive?

 

Thank you!

 

Best regards,

Oscar

Hi Oscar Dylan,

I have a visual studio C# project binded to OdataV3 endpoint ("/0/ServiceModel/EntityDataService.svc/") and I don't find the custom entities created by me.

 

Using the following URL: "http://localhost/0/odata/$metadata" (ODataV4) I can see the expected entities.

 

The problem is that if I try to generate ODataV4 client code using "Unchase OData Connected Service" add-On it returns this error when I use ODataV4 endpoint.

 

While if I use ODataV3 endpoint with "Unchase OData Connected Service" add-On everything runs fine but the custom entities are missing (first picture). Furthermore if I use ODataV3 in a simple package every custom entity endpoint is available.

 

Did I make myself clear?

Thanks,

Luca

Luca Tavasanis,

 

Yes, it's clear now, thank you!

 

The problem is that OData3 forms its metadata based on the default assembly and doesn't include separate assemblies (where your objects are located), while OData4 uses a separate special assembly (neither default nor the custom one). And that's why its impossible to get access objects in packages compiled in the separate assembly using OData 3.

 

Our core R&D team will review this logic in the future releases, meanwhile the only way to access the object is using OData 4 only.

 

Best regards,

Oscar

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Hi Team,

We have a scenario, where a lead is approved by two users. But just before they approve the lead, we want to create a optional task for those 2 users to ensure all the necessary details are verified. We want to show the tasks only to the approvers so that only they can edit or complete the task.

 

We have created both the task in DCM and dynamically giving access to those tasks to the 2 users through business process (removing view/edit access to all users and giving the same only to the owner of the task). We face issues on following points in following regards:

1. when someone other than the approver views the record, we get 2 empty tasks being displayed- NonApprover.png

2. approvers can see or edit their task but get another empty task (task that has to be done by other approver) - Approver.png

can you help us out resolving the issue.

Thanks,

Gokul

 

 

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Hi,

 

Could you please write to us at support@creatio.com so we could better analyze the issue with external access?

 

Best regards,

Max.

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Hello community, while installing ExcelReportBuilder on the production environment I get the following error:

2021-12-15 17:58:14,812 Terrasoft.Common.DbOperationException: 23503: insert or update on table "SysPackageDataLcz" violates foreign key constraint "FKfg1JPl35PDx2FCE8Oagxv7VAMIc" ---> Npgsql.PostgresException: 23503: insert or update on table "SysPackageDataLcz" violates foreign key constraint "FKfg1JPl35PDx2FCE8Oagxv7VAMIc"

   at Npgsql.NpgsqlConnector.d__157.MoveNext()

--- End of stack trace from previous location where exception was thrown ---

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This is not an issue with the Excel reports package but is due to an issue with new systems only including two records in the SysCulture table (that is my assumption of the issue). The package will attempt to write data to the SysPackageDataLcz table for cultures that do not exist in the system and cause the constraint violation when the package is installed.

If you report it to support, you can reference my open case about this issue #SR-01065588

Ryan

This is not an issue with the Excel reports package but is due to an issue with new systems only including two records in the SysCulture table (that is my assumption of the issue). The package will attempt to write data to the SysPackageDataLcz table for cultures that do not exist in the system and cause the constraint violation when the package is installed.

If you report it to support, you can reference my open case about this issue #SR-01065588

Ryan

Thank you Ryan, in fact I noticed afterwards that the environment had some major problems. I wrote to the support.

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Hi Team,

I am passing a message from business process via script task and receiving the same in the edit page. On receiving, I am displaying a pop up message. Though it is working functionally, I am getting error attached. I have also attached script task and message receiving code.

I am able to capture the message ("PreviewEmail") and getting the pop up as well. However, I am getting the error in console after this. kindly help me on this regard.

Thanks,

Gokul

Guid CurrentUserId = Get<Guid>("CurrentUserId");
string sender = "PreviewEmail";
// Example for message
//string message = "Please check email preview to approve the lead.";
string message = JsonConvert.SerializeObject(new {
    RecordId = Guid.NewGuid(), // your record Id
    Name = "Please confirm the email template to approve the lead"
    // some other parameters
});
 
// For specific user with sysAdminUnitId
IMsgChannel channel = MsgChannelManager.Instance.FindItemByUId(CurrentUserId);
if (channel != null) {
    var simpleMessage = new SimpleMessage() {
        Id = CurrentUserId,
        Body = message,
        Header = {
            Sender = sender
        }
    };
    channel.PostMessage(simpleMessage);
}
 
 
return true;
onMessageReceived: function(sender, message) {
	try
	{
 
 
		if (message && message.Header && message.Body) {
 
			if (message.Header.Sender === "UpdateLeadSection") {
				var result = this.Ext.decode(message.Body);
				if(this.get("Id") === result.RecordId)
					this.reloadEntity();
			}
 
			if(message.Header.Sender === "PreviewEmail")
			{
				this.log("received message");
				var resultMsg = this.Ext.decode(message.Body);
				this.showInformationDialog(resultMsg.Name);
 
			}	
 
		}
	}catch(e)	
	{this.log(e);}
 
 
},

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Hi Gokul,

 

There is an easier approach for the message to be sent to the current user. In your case you receive undefined as a message and as a result you receive a JSON decode error (the client-side logic tries to deserialize an undefined object). Please use the approach below:

 

1) Business process script-task:

string sender = "PreviewEmail";
string message = JsonConvert.SerializeObject(new {
    RecordId = Guid.NewGuid(),
    Name = "Please confirm the email template to approve the lead"
});
MsgChannelUtilities.PostMessage(UserConnection, sender, message);
return true;

add the following usings to the process:

Terrasoft.Configuration;
Terrasoft.Messaging.Common;
Newtonsoft.Json

2) Create a replacing view module for the ClientMessageBridge module with the following code:

 define("ClientMessageBridge", ["ConfigurationConstants"],
    function(ConfigurationConstants) {
        return {
            messages: {
                "PreviewEmail": {
                    "mode": Terrasoft.MessageMode.BROADCAST,
                    "direction": Terrasoft.MessageDirectionType.PUBLISH
                }
            },
            methods: {
                init: function() {
                    this.callParent(arguments);
                    this.addMessageConfig({
                        sender: "PreviewEmail",
                        messageName: "PreviewEmail"
                    });
                }
            }
        };
    });

3) In the replaced schema of the edit page add the following code:

messages:{
			"PreviewEmail": {
				"mode": Terrasoft.MessageMode.BROADCAST,
				"direction": Terrasoft.MessageDirectionType.SUBSCRIBE
			}
		},
		methods: {
			init: function() {
                    this.callParent(arguments);
                    this.sandbox.subscribe("PreviewEmail", this.onMessageReceived, this);
                },
			onMessageReceived: function(sender) {
				if(sender.Header.Sender === "PreviewEmail"){
					this.log("received message");
					var resultMsg = sender.Name;
					this.showInformationDialog(resultMsg);
				}
			},
		},

As a result the message will be successfully posted via WebSockets:

it will be correctly processed by the onMessageReceived method and there won't be console errors:

and the popup will appear:

The general recommendation is: please debug the logic when you receive something that is not expected.

 

Best regards,

Oscar

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Hello Team, 

Any ones know if we can add details in to a section (BaseSectionPageV2)?

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Hello Federico,



Unfortunately, you can't add details into a section BaseSectionPageV2, due to the basic logic of the application.



Best regards,

Bogdan

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Hi all, 



Does any idea how it would be possible to hide past colleagues from the owners list when filtering on opportunites ?



(version 17.18.2)

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Dear Damien,

 

Thank you for your question!

The best way to accomplish the [Hide] option is to use certain Business Rules.

 

You may find more on this here:

https://academy.creatio.com/docs/user/no-code_customization/ui_and_busi…

 

Hope this helps!

 

Thank you!

 

Danyil

Hi,



@Danyil :  Thanks for helping out :)



What I mean is that it is showing all users of the system - active and non active licences on the opportunity list - not on the page of a specific opportunity - how do I filter those to a specific group "active" group - such as sales people for example, so that we do not get our marketing or operations or non-active people showing up ?

 

Am I not mistaken that business rules work on the individual opportunity page itself, not the section ?

 



Damien Collot,

 

Hello,

 

This logic of filtration is specified in the filters property of the lookupListConfig of the "Owner" attribute on the BaseOpportunityPage:

So in case you need to modify this filter you need to either replace the OpportunityPageV2 in the Custom package (and specify this attribute in the replaced schema) and specify new filtration for the attribute or you can override  getOwnerFilter method from the PartnersOwnerMixin and add additional filtration by disabled\enabled system user. Here is also an example of the filtration based on the attribute value: https://community.creatio.com/questions/lookup-filtering-distinct-values

 

Best regards,

Oscar

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Hi All,

 

We are doing a feasibility study to export Products that were linked with Lead. As per current available feature, we could get the Products count that were added to a Lead but we are looking for the products list for each Lead exported to excel. 

Appreciate your valuable input.

 

Thanks

Anupama

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Hi Anupama, 

 

As far as I understand you need to export a list of leads with a list of products for each lead there as well all in one file? Or do you just need to export a list of products for one particular lead?

 

Best regards,

Max.

Hi Max,

 

Thanks for the reply. 

 

Yes the first one is what we are looking for. Export a list of leads with a list of products for each lead and all in one file.

 

Thanks

Anupama

Anupama,

Unfortunately, Creatio does not provide such functionality. However, you can install SQL Executor for Creatio (SQL scripts console) from the marketplace. There you can write SQL requests to the database and then save the results as a CSV file. It will require some basic SQL knowledge.

 

The request would look something like this for the Orders with products:

 

SELECT * from "Order" JOIN "OrderProduct" ON "Order"."Id" = "OrderProduct"."OrderId"

 

You can choose which columns to select, and how to join the tables. 

 

Best regards,

Max.

Max,

We wanted this feature as a functionality for client where as an end user at specific time interval, they could generate the products list by exporting from Lead.

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Hi team,

I'm using this app https://marketplace.creatio.com/app/excel-reports-builder-creatio for generating Excel reports, but since recent update to 7.18.1. "Upload template"  function stopped working. When I click on the button and select an Excel with formatting as a template nothing happens.

Could you please check it fo me?

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Hi Alex,

 

I have uploaded the report template to the trial version of Creatio 7.18.1 successfully. We recommend installing the up-to-date package from Creatio Marketplace and checking the updates.

Hi Ivan,

thank you for your reply. I'm sure we have up-to-date version of the app, because on the marketplace it says "Date last updated: 27.10.2020" and we installed it after this date. 

I've also tried to install the latest version from the marketplace to the instance on 7.18.1 where I have the issue and it has not helped to solve it. 

This is what I see in JS console when I try to upload a template https://prnt.sc/1j24jwx

Any suggestions?

Kind regards,

Alex

Hi Alex,

 

The responsible team fixed the issue in March 2021 and published the updated package in April 2021.

 

After the latest version is installed, please make sure that the Date last updated in the [Installed applications] section is '15/04/2021'. In addition, we recommend that you log out and log back into the Creatio application to apply the changes.

Have you uploaded a new version to the marketplace today? https://prnt.sc/1jh4lqe

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Hi Guys,

 

I have a customer who had the map widget for Creatio installed.

They uninstalled it and re-installed the application, but now, when creating a dashboard, they do no longer have the map option.

 

The installation did not give any error messages.

The environment has been compiled.

 

Customer has Dutch (NL) environment, it all worked before they've uninstalled it and re-installed it.

 

Anything I can try?

 

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Looks like it was the Playbook that broke this, since it also creates a BootstrapModulesV2. As a workaround to get this to work, for now, you can create a new replacing view module for BootstrapModulesV2 (in Custom package, or any package that is further down in the dependencies than Playbook and the BpmCharts packages) with the following code added (*this adds what is in the maps package as well as what is in the Playbook package)

define("BootstrapModulesV2", ["DashboardMapEnums", "DashboardDesignerViewModelOverride", "PlaybookMiniPageContainerViewModel"], function() {
	return {};
});

Then maps and Playbook will both work. However, it would be great for Playbook to change and no longer use a BootstrapModulesV2 override if possible.

Ryan

Hi Davey,

Please specify the Creatio product and version so that we can reproduce the issue. 

Alexander Demidov,

Hi Aleksandr,



Thank you for looking into this.

 

Sales Creatio Team edition

Version: 7.18.1.2800

 

To be clear, it worked, got un-installed, re-installed and stopped working.

Hello Davey,

 

 

The add-on uses the 'BootstrapModulesV2' module. Another base replacement of this module was added in versions 7.18.1 and later.

 

I have forwarded the issue to the relevant team for further review. I will keep you updated. 

Ivan Leontiev,

Any update or work arounds for this to work in current Creatio versions? 

Thanks,

Ryan

Looks like it was the Playbook that broke this, since it also creates a BootstrapModulesV2. As a workaround to get this to work, for now, you can create a new replacing view module for BootstrapModulesV2 (in Custom package, or any package that is further down in the dependencies than Playbook and the BpmCharts packages) with the following code added (*this adds what is in the maps package as well as what is in the Playbook package)

define("BootstrapModulesV2", ["DashboardMapEnums", "DashboardDesignerViewModelOverride", "PlaybookMiniPageContainerViewModel"], function() {
	return {};
});

Then maps and Playbook will both work. However, it would be great for Playbook to change and no longer use a BootstrapModulesV2 override if possible.

Ryan

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