Hello Mitch,

It seems that you have added custom section by development tools, but not via out-of-the-box tools like Section Wizard. For example, I have created new section via standard tools and was able to choose custom section in the process settings:

unfortunately, at the moment there is no possibility to choose the Section/Page implemented by development in the Open Edit Page business process element. You can find more information about Open edit page element in the following link:

https://academy.creatio.com/documents/technic-bpms/7-16/open-edit-page-process-element

As a workaround we suggest try to use Pre-configured page element and set code of the edit page created using section designer in "Source code" of pre-configured page settings:

More detailed information about Pre-configured page element in the next link:

https://academy.creatio.com/documents/technic-bpms/7-16/pre-configured-page-process-element

Best regards,

Roman

Roman Rak,

Is there a way to get the edit page to automatically open for the user instead of the user needing to click on the business process task?

Dear Mitch,

Please double check the signal element. Most likely it has active "Run the following element in the background" checkbox. It sets the whole process to the background and that's why the page is not getting opened automatically.

Apart from that, please disable the debug mode. It can influence the proper page loading.

Regards,

Dean

Is GenerateAnniversaryRemindings an out of the box process?

Julius,

yes.

Can you please check if there are any duplicate ids in Reminding table? 

Use this query: 

SELECT ID,

    COUNT(*) occurrences

FROM Reminding

GROUP BY id

HAVING 

    COUNT(*) > 1;

    

Best regards,

Angela

Angela Reyes,

specified by you query returns 0 results. But grouping by 

ContactId, Subjectid, Remindtime or different combinations of these columns returns non-empty list. I didn't check all the columns of the table Reminding as it's a cumbersome task, especially taking into account different combinations.

Iuliia Diakiv,

Unfortunately, it is impossible to determine the root cause of the issue without having access to the application and the database. Therefore, please contact technical support in order to resolve the issue.

Please do not forget to provide the support team with a backup of the database.

Best regards,

Norton

Dear Harvey, 



This part of the code is needed for the correct work of multi-select in the grid of the detail. I would not recommend removing it as various issues with multi-select may occur. 

Best regards, 

Dennis 

Dear Michael,

As for now, portal users can see emails by default tied to the request, which are not automatic notifications (IsAutoSubmitted flag). Please find the code that checks it below:

bool isNeedShowEmail = Entity.GetTypedColumnValue <Guid> ("CaseId")! = Guid.Empty - tied to a case

                            && Entity.GetTypedColumnValue <DateTime> ("SendDate")! = Default (DateTime) - was sent

                             &&! Entity.GetTypedColumnValue <bool> ("IsAutoSubmitted") - not automatic notification

                             && Entity.UserConnection.GetIsFeatureEnabled ("ShowEmailOnPortalByCaseContact") – feature is enabled

                    && IsUniquePortalEmailMessage (Entity); - the message has not yet been displayed on the portal

Therefore, in order to make emails is visible on portal by default please do the following:

1. Make sure that the “IsAutoSubmitted” column from the “Activity” object has the “false” value.

2. Make sure that the “ShowEmailOnPortalByCaseContact” feature is enabled. Please find more information about features in the article by the link below:

https://academy.creatio.com/documents/technic-sdk/7-16/feature-toggle-mechanism-enabling-and-disabling-functions

Best regards,

Norton

Hello Federico,

Unfortunately, there is no opportunity to create such kind of start signal via standard tools, because SysCaseRight is related to the system database tables, but not to the specific available object. And as far as the Business Process can work only with objects and their fields, at the moment it's impossible to connect the auto-triggered signal with data straight from system DB.

As a workaround for your request, you can create View Object which will represent the needed data (SysCaseRight). View Object is a virtual table that is not populated with own data but populated with data from other (existing) tables, in your case, it will be data from SysCaseRight table (for example, this new table will consist of RightLevel, SysAdminUnitId, RecordId columns). After creating the View Object any changes which will be implemented in the SysCaseRight table, the same changes will be displayed in the View Object. Later it can be used for triggering the business process depending on changes for Case access rights.

You can find more information on how to create the View Object in the following link:

https://community.creatio.com/questions/how-create-view-object-bpm-online

Best regards,

Roman

Hi Akshit, 

Thank you for contacting us!

The link below contains client core library where you are welcome to check BasePage schema methods described:

https://academy.creatio.com/api/jscoreapi/7.15.0/index.html

Best regards,

Anastasiia

Dear Mitch,

You can use SupplyPaymentDetailV2 as an example of how such functionality can be implemented (for example methods linkClicked and "useLinks").

Best regards,

Angela

Hi, I have the same need.

If the process is triggered just BEFORE he record is actually deleted, It could be possible... but I am not sure...

An alternative is to use a "delete" button that actually does not delete the record, but triggers a process instead. This process then does all the cleanup needed, and eventually deletes the record...

Hello Mitch, 



Unfortunately, there is no possibility of using the information from the record deleted to trigger the business process signal.  

This is the known issue when the process created upon deleting some object cannot use the information from the deleted object in it's further elements in the flow.



However, If you want to have process triggered before the record deletion please check this community article: https://community.creatio.com/questions/deleting-process&nbsp;



Kind regards,

Roman

 

Im not sure about this. But what I understand is that if you have created an organisation role, then you can still create an organisation role under that. But if you have created a division, then you can create further divisions under that and not organisation.

Hello Harvey, 



In general, an answer provided by Krishna in the comment above is correct. 

Difference between these two types for the system is only in possibility of creating hierarchy from organizational role including other organizations. 

It was implemented for cases, when you have a few separate offices which have different structure so you could correctly configure each role and rights for it. 



In this case you could have 2 separate organizational roles for each office for which different divisions are configured. 



Kind regards,

Roman

Dear Akshit,

It is possible to add a custom action to a section page in a mobile application. The example of the required functionality can be found in the “Activity” section, in the “Schedule” view. Please see the screenshot below:

Please feel free to debug the “ActivityGridPage” schema in order to determine how this functionality can be implemented. Please take a closer look at the following methods: initializeView, getActions, getCustomActions, onActionSelected, addStatusActionButton, onItemTap, selectRecord, setActionsByGridMode.

Best regards,

Norton

Hi Norton Lingard,

Thank you, I have started debugging the application.

I have one more question that Is it possible to select multiple records on the section page in creatio mobile app using custom action?

The same way we did in this article :(https://academy.creatio.com/documents/technic-sdk/7-16/how-add-section-action-handling-selection-several-records)

Best 

Akshit

Hello Akshit,

You can implement this by creating an action that will display a lookup with multi-select choice, similarly to how it is implemented in the section filters. After that, you would be able to perform some action on chosen records. You can look into how filters in a section are implemented and implement similar functionality. 

Also, you can create an action that will take the filters in the section, send a request to db with those filters, and perform some action with the received records.  You can get the section filter in the getFilterPanel method that you can find in the view that you can get from the current page controller. 

Here is a community article on creating custom actions: 

https://community.creatio.com/articles/adding-custom-user-action-mobile-application

Best regards. 

Dennis 

Hi Dennis ,

With this https://community.creatio.com/articles/adding-custom-user-action-mobile-application I have created a custom action on the record page of creatio mobile application.

I am concerned about :

1. Create a custom action/button on section page of creatio mobile application

2. Develop a multi-select record functionality on section page of creatio mobile application.

It will be very helpful if you refer me to any article having same requirement or any video/steps you can share.

Many Thanks.

Dear Akshit,

Unfortunately, we don’t have any article/video that can help you to implement the required functionality. Please check the previous answer where Dennis gave some explanation on how to implement a custom action for selecting multiple records.

Best regards,

Norton