Hi

I have an existing process which when an email is sent associated with a case it will update the Modified On value to the time the email was sent. This is useful as it allows us to track that a case is being updated.

I would like to include the ability for the Modified On date of the case to be updated if someone adds a Feed note. 

I have however not been able to find a way of adding a source signal, which has the filter in it to only be for feeds added to cases.

Anyone able to give me a steer on how I can achieve this please.

 

thanks

 

 

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Hello

I am setting up a service portal for a client

During the tests I had strange behaviours in the password recovery process.

WHat I did:

Create a test portal users with the corresponding contact.

Go to the portal login page, then  link "forgot password ?" 

Enter test user portal login name. and enter > Error cannot send email.

 - When looking in the exchangelistener service logs, I see that it is trying to send the email to the "test user login" name instead of its contact.email!!

If I replace the test portal user name with its email then it works.

 

So it really means the system is using the portal user login name instead of it s email as recipient.

 

Did anyone notice this? 

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Hi Team,

 

We are trying to add a new Knowledge base article in the KB section and linking it to case for a certain case category but when we create a case of a category the Knowledge base detail in the case doesn’t show up the KB linked to that category.

 

Steps :

Added a new article in the KB section and linked it to case category from the linked to tab in KB

 

Created a new case and added the category to the case.

 

In the Knowledge base detail [available OOTB) in the case section doesn’t show the linked KB to the case category selected

 

Question : Isn’t it OOTB feature to show up the KB associated with the category or a business rule needs to be written or a process to show up the KB article linked to the category?

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Hello Amritha, 

 

Based on the provided information I can assume that you are referring to Playbook hints functionality. It can be configured in the corresponding "Playbook" tab of the Knowledge base record:

And based on our settings, this article will be available for a user as a Playbook hint on the Case record page, once case is in status "In progress":

Please refer to the article below for more detailed information:
https://academy.creatio.com/docs/user/crm_tools/knowledge_base/playbook…

 

Best regards, 
Anastasiia

Anastasiia Zhuravel,

Thanks Anastasiia. But unfortunately "Playbook" option is not available in the given instance [7.17.4] 

 

As shown in the above screenshot, i have connected the category, service type and service.

 

Later, created the case with the same type, as shown below

but the knowledge base is empty.

Please do help on how to get the "Playbook" in the 7.17.4 version or alternative to get the knowledge base linked to the case appropriately.

 

Thanks,

Mayan

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Hi Team,

 

We are trying to call custom service from Section Schema using ServiceHelper but it is showing and error "ServiceHelper.callService is not a function".

 

Please see the below screenshot

 

Please help in order to achieve this.

Many thanks.

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Hi Rahul,

 

Use the approach similar to the below:

define("ContactSectionV2", ["ServiceHelper"], function(ServiceHelper) {
	return {
		entitySchemaName: "Contact",
		details: /**SCHEMA_DETAILS*/{}/**SCHEMA_DETAILS*/,
		diff: /**SCHEMA_DIFF*/[]/**SCHEMA_DIFF*/,
		mixins: {},
		methods: {
			getSectionActions: function(){
				var actionMenuItems = this.callParent(arguments);
				ServiceHelper.callService({
					serviceName: "SocialSubscriptionService",
					methodName: "SubscribeUser",
					callback: function(response){
						console.log("Response from the SocialSubscriptionService in the ContactSectionV2");
						console.log(response);
					}
				});
			return actionMenuItems;
			}
		},
	};
});

I've received the response properly:

Best regards,
Oscar

Hi Oscar Dylan,

 

Thanks for the response, have tried the way you did it, but still getting the error. Please see the below screenshot.

 

 

Just for more information I have replaced the base Section schema(BaseSectionV2) and trying to do this on it.

 

Rahul,

 

Then you've either replaced the section incorrectly or you haven't added ServiceHelper module as a dependency to the replaced section. The error message itself states that ServiceHelper object is either null or undefined. Try also compiling your app. Please debug the logic. If everything is working properly using the code I shared, then it should work in your case.

 

Best regards,

Oscar

Rahul, 

Make sure the top of your section schema looks something like

define("BaseSectionV2", ["ServiceHelper"], function(ServiceHelper) {

Also, if you have multiple dependencies defined in the top, make sure the order of them line up correctly in the list in the brackets ["Thing1", "Thing2"] and in the parentheses (Thing1, Thing2)

If you're unsure, please post what the top of your section schema looks like here.

Ryan

Ryan Farley,

 

Please see the below header 

 

 

Thankyou

Rahul,

Change that to be the following instead:

define("BaseSectionV2", ["RightUtilities", "MaskHelper", "BaseSectionV2Resources", "ServiceHelper", "css!UsrVirSectionFieldChangeActionMsgContainerStyle"], 
    function(RightUtilities, MaskHelper, Resources, ServiceHelper) {

Basically, switch the "css!" and the "ServiceHelper" in the square brackets.

The order of the items in the square brackets [ ] must match the order of the items in the parentheses ( ). As you had it before, the order didn't match since the css item was before the ServiceHelper. When items are in the square brackets, you're telling the system to "load this thing". When you put a corresponding item in the parentheses, you're telling the system "when you load that thing in the square brackets, give me a reference to it in this variable". Hope that helps.

Ryan

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Hello team,

 

Please see this code, and let me know where I am doing mistake.

As enable property of the action is set to false but the change is not reflecting.

 

 

Please help me with this.

 

Many thanks.

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Hi Rahul

 

In order to remove the "Actions" from the sections, you need to do the following:

 

1. Create replacing view module and choose the parent "BaseSectionV2"

 

 

2. Add the next code to this schema: 

 

 define("BaseSectionV2", [], function() {
  return {
    entitySchemaName: "",
    details: /**SCHEMA_DETAILS*/{}/**SCHEMA_DETAILS*/,
    diff: /**SCHEMA_DIFF*/[
        {
              "operation": "remove",
        "name": "CombinedModeActionsButton"
        }
    ]/**SCHEMA_DIFF*/,
    methods: {}
    };
});

 

3. As the result, the button "Actions" will be removed from the sections:

 

 

If you want  to remove/hide the specific action from the collection, please refer to this post with the needed solution:

 

https://community.creatio.com/questions/how-hide-or-remove-actions-sect…

 

Best Regards, 

 

Bogdan L.

 

 

Hi Rahul,

 

You need to debug this logic and see what is passed to the check and if the needed items are receiving the desired Enabled property and value for it or not. I was able to disable the "Data import" action in the Contacts section using the code below:

and

Best regards,

Oscar

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Hi Team,

 

I am applying a advanced filter on section on one of its detail let's say "Purcahse order" is the section and "PO Details" is the detail in purchase order section.

 

If on Purchase Order section page I will apply advanced filter on On PO Detail then only Numeric fields of PO Detail comes in drop down.

 

Please see the below screenshot, now here if I check the column dropdown then only numeric fields of PO detail will come why not text and lookup field of PO Details will come ? 

 

 

 

 

 

 

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Hello Akshit,

Unfortunately, there are no basic tools to implement your business task.

 

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 in order to increase its priority.  

 

Best regards,
Bogdan

Hello Akshit,

Since PO Details has a 1:many relationship with PO, you can only select fields where an aggregate is possible, meaning max, min, sum, etc. It's not possible to perform an aggregate on a text value, which is why they do not appear in that list. In order to achieve the filter you're after:

  1. Select "Quantity" from the list
  2. Then enter > 0 for the PO Details count (from #1 above)
  3. Now you can enter the conditions for the PO Details inside the condition of count > 0. The end result is it will look something like this:

Hope this helps.

Ryan

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Hi! Version 7.18.3

We configured email sending using explicit email credentials (as described here https://academy.creatio.com/documents/technic-sdk/7-16/sending-emails-u…)

When trying to send test email error "No address found" is received:

 

All required parameters for credentials config are set.  Those parameters were tested (email address added in Your profile => Email accounts => New and test email sent)

 

Can you help with this issue? 

Thanks!

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Hi,

 

According to the stack of the error the problem is in the email recipient email address that can be missing during the process execution in the script task. Please debug the code of this process in Visual Studio and check which values are passed to which variable of the script task and check which particular parameter is not being filled in.

 

Best regards,

Oscar

Oscar Dylan,

thanks for the suggestion. I made sure that all parameters that are specified in guige as required are passed. Specifically when calling  EmailSender.Send method for EmailContract.DTO.Credentials these fields are set:  ServiceUrl, Port, UseSsl, UserName, SenderEmailAddress, ServerTypeId,Password. 

In stack trace you can see that this call is the last call that we are controlling, everything past it is inner platfrom code:

 

I cant'd dubug inner platform code, unfortnatelly (or can I? If yes, can you help me to set up debug for this case? )

Also, checking properfies that could be additionally set for EmailContract.DTO.Credentials i cant figure out what should be additionally set ( taking into account message of the error, which says about address):

Maybe you can suggest what I am missing here? 

Thanks, Iuliia

 

Юлія Дяків,

 

You can debug the server code and the article I sent previously describes how to connect to the server code and how to connect to the IIS w3wp.exe process that runs the application pool to debug the code. All you need to do is simply open the root/Terrasoft.WebApp/Terrasoft.Configuration/Terrasoft.Configuration.sln file in the visual studio and connect to the IIS process as described in the article. Then you need to find the process schema and set breakpoints to the code. Also you will need to download all symbols (in the Visual Studio Debug->Options->Debugging->Symbols->Load all symbols).

 

Also as I already mentioned the problem is with the recipient of the email. It can either be not filled in or filled in incorrectly. That's why the sending script task code should be debugged.

 

Best regards,

Oscar

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Hello team! 

Verison 7.18.3. 

We have a strange behaviour for case, when portal user follows direct link to record that has no section- it's redirected to PortalMainPageModule. (not even to Home page that is set for current user). No errors in console.

EntitySchema for mentioned page has Operation permissions, and Record permissions configured. Entity added to SysSSPEntitySchemaAccessList. All access rights for user are correct. 

User CAN open mentioned record not by direct link link (eg, following Some section => Some record => Approval record ) but cannot open the record by direct_link_to_approval_record.

 

Functionality worked good in version 7.14.0

If following direct link to page that has section such issue wasn't reproduced. Issue also is not reproduced for license users.

 

Can you advice where to look for solution?

Thanks in advance 

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Hello,

 

Hope you're doing well.

 

If I understood your question correctly, it seems there is some issues with permissions, on this demand we would like to suggest you update Organizational and Functional roles, Object permissions as well to apply the latest changes.

 

Regards,

Roman

Roman Rak,

thank you for your unswer. We did all that, but the issue wasn't resolved. This seems line an issue with routing. Can you help with which js module is responcible for routing? So we can try to debug this. 

Thanks!

 

Юлія Дяків,

 

Thanks for your prompt response.

It's still a bit unclear what you mean under "when portal user follows direct link to record that has no section". Could you please provide us with screenshots or with a recording of the issue reproduction? If it's not possible, please contact us via email (support@creatio.com) so we will be able to review your request with more details.

 

Regards,

Roman

Roman Rak,

 

when I say "when portal user follows direct link to record that has no section" I mean that this linl is link to edit page of detail records. So we have section for Entity1, open edit page1 from there. And inside of the page1 there is detail with list of connected records - Entity2, when we open some record from detail we open edit page2. There is no section for Entity2, only detail. But we can construct direct link to Edit page2 and give it to user. When licence user follows it all works correctly - edit page 2 is opened. But when portal user opens it - he is redirected to PortalMainPageModule.

Does this clarify a bit the problem? 

Regards, Iuliia

Hello Юлія,

 

Thank you for rephrasing the issue description.

 

At first, in case you are on the record page (let it be Activity page) trying to open the record from the detail on that page (let it be related to Account record), the link in the address bar is not being changed, so if you copy this URL and pass it to the portal user who doesn't have access to the Activity section, the behavior will be the same — user will be redirected to the home portal page. So in case, you want to provide the link for the Account detail record, you will need to open this detail record in a new tab/window, after that there will be available the proper link (this is OOTB logic and for now can not be changed, but we already have created a functional request for our developers on this topic).

 

Also if you shared the proper link to the needed record and the portal user still faces the same issue, please check access settings exactly for this record (at least there should be added this portal user or all needed portal users, user roles), because it looks like that user doesn't have the appropriate access to that record or section in general (we have tested, and it looked exactly how you described the issue).

 

Regards,

Roman

Roman Rak,

thanks for taking time to explain all those details.

But the case is that user has all rights that he needs to see this record. Portal user can see data in record Activity when he follows Activity Section => Activity page => Account detail => Account page (taken as example from your explanation)  but when opening direct link to Account page he is redirected to  PortalMainPageModule. (in our system Account object from example does not have section, only detail. We think this is important detail because when portal user follows direct link to some page that has section - no issue reproduced. )

 The link itself is correct and leads to correct edit page for licence users.

I was able to record video of described behaviour, but unfortunatelly can't attach gif file here.

As there is no error in console, we can't debug this issue, to find the cause. So we need some hint what part of routing behaviour to check for issues. 

Thanks.

 

 

Hi, I have the same issue. This PORTAL user has the all access rights and in v.7.14 can open url. But after update to v.7.18.3 - redirect to Main Page. Why? Do you have some ideas?

Hello,

 

If the issue appeared after the upgrade to the latest version, we suggest checking upgrade logs as far there could appear some issues that affected the access rights. Also, the website can be restarted and re-licensed, after that please flush Redis and check all the needed updated licenses.

 

Regards,

Roman

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What is the font on the Cases processing tab? can it be configured by the user? When we send emails via template, we use arial, but shown on the processing time it seems to change to Times New Roman. Can this be configured?

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Hi Mitch,

 

Thank you for your question!

 

In order to change the font, please edit the template according to your needs, then select the whole text and choose the fond needed. Unfortunately, this is the only option at the moment. Currently, there is no possibility to apply the font by default for regular emails. Our R&D team has a functionality request in an "Accepted" status regarding the possibility of applying default font for regular emails so we can expect this logic in one of the nearest releases. 

 

Kind regards,

Anastasiia

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Hi!

Verison 7.18.3. We have process build on object:

In this procees there is a start poin tthat is no longer needed, but I do not see a possibility to delete it (I was able to delete related Script taks though) :

I tried to deactivate Event taht was catched in this start point - but that didn't remove the start point itself.

Please, advice how to remove this element? 

Thanks!

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Hello!

 

Thank you for your question!

 

It can be deactivated in object settings in tab 'events':

Just unclick the element you no longer need.

 

Kind regards,

Anastasiia

Anastasiia Lazurenko,

thanks, but I actually did that already (see my original message: "

I tried to deactivate Event taht was catched in this start point - but that didn't remove the start point itself." ). This Event is not trigered, but start poin in Processs is still there

What did I do wrong there? 

Thanks!

Юлія Дяків,

 

Hello!

 

Thank you for the information!

 

In this case the best way to resolve this is to:

1. Try changing the Start Signal by clicking the Gear button and to see if this helps deleting it;

2. If this won`t help, the fastest and the most convenient solution would be creating a new Business Process copying the Diagram and the settings of this Business Process.

Please make sure to deactivate this current process after you create a new one from scratch (copying it may result in the same error)

 

Hope this helps!

 

Thank you!

 

Regards,

 

Danyil

Danyil Onoprienko,

thank you. 

Changing the Start Signal didn't help to delete it, unfortunatelly.

As for the solution describd in 2. it could work, but isn't the best approach: in case process is big, with a lot of elements, such "cope-paste" could lead to mistake, and needs extencive testing aftervards.

Best regards, Iuliia

Hello,

 

Thank you for your patience.

 

We have confirmed that this is an out-of-the-box behavior of an Entity (event) sub-process. You can delete the whole box itself, but not the start-element within it:

 

There is no way of deleting the start element in this Event sub-process.

 

Hope this  clarifies!

 

Regards,

 

Danyil

Danyil Onoprienko,

thank you so much for clarification. This seems to ne unnecessary limitation to my view, but you surelly have a reason for such behaviour so we will keep that in mind. Thanks again!

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