I have a requirement for adding feed notification based on particular action in a section, say marking a record inactive by making a boolean true. Once the record is inactive, the record related information and its connected Account should be posted in feed message in the below format,
The record connected to is inactive.
Screenshots added for better clarity.
Right now I am getting only the id of the record instead of the record with Hyperlink.
The record 5320276a-20a5-4396-b2fe-401da61a2a08 connected to 4d77085b-362d-4eb1-a120-cb32abb86f01 is inactive.
I would suggest to create a separate process parameter and add Formula element for a link and refer to that parameter from the Add element from your screenshot.
In order to do so, create a new process parameter "Contact record link" for example, then add Formula element as on the attached screenshot, "094718-crm-bundle.creatio.com" should be replaced with your site name, and as well, take into account to which section/page you are referring.
Once done, you can simply refer to "Contact record link" parameter.
Thanks for the detailed reply. I implemented a similar thing as follows (screenshots attached)
Step 1
I added a system setting for the link so that we can change it based on the env we install the package.
Step 2 :
Used the system setting in formula element in BP to assign it to a parameter.
Step 3:
Got the below output.
I would like to see a more user friendly readable format, something like Interaction Name in the link instead of the entire link being shown to the user!
As of now, it's pretty much the only way to display the link in the feed using basic system functionality. There could be other variants, however they will require implementation by code.
I have access permissions (create, read, update and delete ) set up in section- Accounts dynamically through business process based on a field in section. Now I want to set the same access levels to all details connected to Account section. Can someone guide me on the same?
Currently, the access permissions for the detail should be set separately from the access permissions for the section.
In order to do so you need to find the corresponding detail in the Object permissions list and set the same operation/record permissions as you did for the section.
Please refer to the links below for more information regarding access rights for details:
Thank you. I am setting permission for section dynamically using business process based on a field. so from my understanding, to apply same restrictions to each and every detail connected to the section, should I write a separate business process for each detail object?
By default the detail has same permissions as the Object it's based on, that is why sometimes there is a need to configure access permissions for the detail in a specific Section separately (from access rights for a section).
You can create a few simple business processes or combine them in one more complex process based on your needs.
In this case, we would recommend you creating a new [Lookup] in the [Lookup] section based on the "Relationship entity in group" Object.
After creating this object you would need to set it up.
Navigate to the [View] -> Select filed to display -> [+] button.
In the popped up minipage you would need to specify the Entity group name:
This will ensure that the Entity Group name would show up (In this example I have created two groups named Entity group 1 and Entity group 2)
Please be advised that there is no way of pulling up the [Contact]`s or [Account]`s names as they would be considered as Entities by this Lookup and would have only an ID available in the "List setup":
The Final result should look like this: the Entity Group name and the Record`s Id assigned to that Entity Group
The only way to solve this task is to change the dependencies of the package on the development instance. You need to make sure you use the objects and packages that are present on your target website otherwise the installation will fail.
Please note that it is always recommended to do the development on release and product version of Creatio that is the same as the target instance.
"lookupListConfig":{// Array of filters used for the query that forms the lookup field data."filters":[
function(){
var filterGroup = Ext.create("Terrasoft.FilterGroup");
filterGroup.logicalOperation= Terrasoft.LogicalOperatorType.OR;
var user=Terrasoft.SysValue.CURRENT_USER.value;//get roles mapped to logged in user from SysUserInRole before adding filterGroup
var roles=[];for(i=0;i<roles.length;i++){
filterGroup.add(i,
Terrasoft.createColumnFilterWithParameter(
Terrasoft.ComparisonType.EQUAL,
"UsrSysAdminUnit",
roles[i]));}return filterGroup;}]},
I have the following code to filter SysAdminUnit lookup type and I need to filter values with roles that belong to the logged in user alone. I am trying to use ESQ filter to do the same but not getting the expected results. can someone help me on the same?
I want to restrict create, edit and delete access to a user to set of countries across the sections. for example, a particular user can create, modify or delete records in contact, account or activities for a set of countries defined. please guide me in implementing the same.
In fact, this behavior can be easily implemented by assigning an Organizational Role for those users, who would have limited access to sections and\or objects.
You may find more information on how to establish Organizational Roles here, by our Academy Article:
By successfully creating an Organizational Role and applying the correct Object permissions for them you would be able to restrict a certain group of users, that consist in that created Org. Role above, to operate with certain Objects!
Please help me in hiding chat field and making contact field required in activity section for activity type- Task. I tried using business rule in the section but that does not seem to work.
If I understood your request correctly, you need to filter values visibility upon some conditions. Please find the example in this Community Post and try to check the conditions for the needed detail in the next schemas: ActivityDetailV2 (package UIv2), EntityConnectionsDetailV2 (UIv2), EntityConnectionViewModel (UIv2).
Please note that the "Project/task" control and the base "Connected to" detail are connected. So in case you want to create your own detail instead of the base one, please remove the "project/task" field too and create your own control for it.
I've installed the "Change log for Creatio" addon from marketplace.
I tried to configure it on Account entity, but when I try to configure the columns in the logging schema page no columns are showed, for other sections it works.
In the past I've enabled the standard change log feature for the account entity.
I'd like to create a custom page like the Email Template Content Builder and open it in a new window.
The actual EmailContentBuilder implementation uses BasePath/0/Nui/ViewModule.aspx?vm=BaseViewModule#ConfigurationModuleV2/MultiLanguageEmailContentBuilder to open the new Module in a new window.
How does this work? and how can I build a similar behavior?
The link you've specified in the very first post is not a complete link that is opened upon clicking the "Edit" button of the template wizard. Here is an example of the complete link: BasePath/0/Nui/ViewModule.aspx?vm=BaseViewModule#ConfigurationModuleV2/MultiLanguageEmailContentBuilder/8f5c1959-25e0-45bc-a62d-04b516502a82/EmailTemplate/Body.
In your case the system cannot process the bold text part and returns an error since which template should the system open when calling MyCustomBuilderStructure?
It's better to:
1) Replace the MultiLanguageEmailContentBuilder and deploy your own logic there or
2) Use some existing section and edit page to call it when clicking the button so the system could open something (but you need to develop additional logic of the URL creation that could open a correct record when clicking a button).
Uncaught Error: Script error for "MyCustomBuilderStructure" won't provide us with much information where the actual problem is, please use one of two ways I mentioned above to achieve your business task.
Even though the container and the instance are on the physical machine hosted locally, Creatio is asking for CloudServiceApiKey. Is there a dependence on Creatio cloud even for an on-premise installation of the ML service? Any help in this regard is greatly appreciated! Thanks in advance...
