case
rights
7.16
Service_Creatio
Start a process when rights for a record are changed.
Federico Buffa
18:04 Jul 27, 2020

Hello Community!

 

I would like to ask if somebody knows how to start a process when the access rights of a case is changed but there is not any modification on the case, just the SysCaseRight is changing.

 

Any ideas?

 

Regards,

 

 

Like 0

Like

1 comments
Roman Rak
20:25 Jul 28, 2020

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

Show all comments
7.15
Service_Creatio
Information of all Base methods
Akshit
14:20 Jul 26, 2020

Hi Community,

 

Is there any place where I can get the information of all the methods written in BasePage schemas (Record page + Section page)?

Like : onEntityInitialized(), getIncrementCode(), getSectionActions(), getActions(), etc..

Thanks : )

 

Like 0

Like

1 comments
Anastasiia Markina
13:21 Jul 28, 2020

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

Show all comments
7.15
Service_Creatio
Can a Detail With an Editable List Have Only Certain Columns as Editable?
Mitch Kaschub
20:19 Jul 23, 2020

I created this detail that uses a lookup using this academy article. It is ideal because the case column is a link you can click to go to the case record. However users cannot edit the notes column if I use this approach.

So then, I customized the detail so the list is editable using this academy article. However now as you can see below, the case column IS NOT a link so users cannot click on it to visit the record. The only column I need to be editable is the "Notes" column.

Is there a way I can make the Notes column editable, and still have the case column a link like it was originally?

 

I know one solution would be to use the Detail Wizard to make a standard detail with an edit page instead of customizing it to use a lookup, but are there other options so I can still use the lookup AND allow users to edit the notes? Is there a button I can add to the grid that will allow users to go to an edit page to edit the notes column?

Like 0

Like

1 comments
Angela Reyes
21:10 Jul 23, 2020

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

Show all comments
7.15
Service_Creatio
Can you read columns from a deleted record?
Mitch Kaschub
18:20 Jul 23, 2020

I think the obvious answer is no, but maybe someone can offer an alternative solution?

My use case:

I have a process with a signal start with a "record deleted" signal (shown in the image below). I would like for the process to read two columns from the deleted record and delete all other records that have those two columns in common. It's not working, trace data shows all 0s for the ids and I'm assuming its because the record is already deleted so it cannot read the columns of the record that started the process? Is that my issue?

 

I have another process (Related Dev Request Added) that starts when a record is added to a detail object that shows relation between two Change (Dev Request) records. For example if you add CR-1000 to a detail on the page of CR-1001, then another record is added by a process to show the inverse relationship (on the record page for CR-1000, the detail will show the relation to CR-1001 also). I want my process below to delete the inverse record that was created by the process if a user manually deletes one, that way the user doesn't have to know they should go and delete the other record on the other page. Since my process below doesn't work, is there an alternative solution anyone can think of?

 

Like 0

Like

2 comments
Ricardo Bigio
17:18 Jul 24, 2020

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...

Roman Brown
23:22 Jul 27, 2020

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 



Kind regards,

Roman

 

Show all comments
organization
organizational roles
7.16
Service_Creatio
What is the difference between Organization and Division in Creatio?
Harvey Adcock
12:11 Jul 22, 2020

I've had a look at this documentation, which talks about creating Organizations and Divisions, but I cannot find anything on there or elsewhere which explains what the differences between these are in Creatio - as far as I can see they behave in the same way. Does anybody know what the differences are?

Like 0

Like

2 comments
KrishnaPrasad
07:58 Jul 23, 2020

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.

Roman Brown
22:33 Jul 24, 2020

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

Show all comments
7.16
Service_Creatio
Adding custom action on section page in mobile application
Akshit
18:47 Jul 21, 2020

Hi,

 

I have to perform multi-select record update functionality in mobile application(from section page) for which I need to add  custom action on section page in mobile application.

https://community.bpmonline.com/articles/adding-custom-user-action-mobile-application link only tells how to add custom action in record page not in section page.

 

Can you please tell me that is it possible : 

1. To select multiple records on section page in mobile creatio app?

2. To add custom action on section page in mobile creatio app?

 

This is an urgent requirement.

Please respond to this! 

Many thanks.

 

Like 0

Like

5 comments
Norton Lingard
13:06 Jul 22, 2020

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

Akshit
21:08 Jul 23, 2020

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

 

Dennis Hudson
11:31 Jul 24, 2020

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 

Akshit
09:55 Jul 26, 2020

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.

Norton Lingard
10:58 Jul 27, 2020

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

Show all comments
7.15
Service_Creatio
How to identify the error location from sql error stack ?
Akshit
13:23 Jul 21, 2020

Hi,

While installing a package from workspace console utility I am getting the below error, please help me to understand how to identify the location of error by tracing the sql error stack.

 

Please respond to this ! 

Many Thanks.

Like 0

Like

1 comments
Norton Lingard
16:11 Jul 21, 2020

Dear Akshit,

 

Unfortunately, it is impossible to determine the root cause of the issue using the provided stack trace. Please note that it is only possible to define that the issue happened due to the incorrect sql syntax.

 

In order to resolve the issue please check all sql-queries and esq calls that are located in the package.

 

Best regards,

Norton

Show all comments
7.15
Service_Creatio
Adding Custom logic to existing controls
Akshit
14:36 Jul 20, 2020

Hi,

I am following this https://academy.creatio.com/documents/technic-sdk/7-16/how-add-custom-logic-existing-controls article to add custom logic.

below is my conf object for the diff array : 

I have followed the instruction as it is given in the article but when I save the schema and clear the cache, the record pages show a blank workspace. When I comment the above config object of diff array the records opens but I can't able to achieve the task.

 

Please Help me to figure the problem ! 

Many thanks,

Best 

 

Like 0

Like

1 comments
Dennis Hudson
15:07 Jul 20, 2020

Dear Akshit, 

 

Could you please open web console when the issue occurs and send a screenshot of an error that occurs? 

 

Best regards, 

Dennis 

Show all comments
7.15
Service_Creatio
Adding an action to edit page
Akshit
09:37 Jul 19, 2020

Hi,

I am following this article https://academy.creatio.com/documents/technic-sdk/7-16/adding-action-edit-page to add action to the edit page.

Below is my edit page code : 

I have found nothing wrong in my code and saved it but when I refresh the cache, records are opening with a blank workspace like below.

 

Please help me to figure out the problem! 

Many Thanks! 

Like 0

Like

3 comments
Dennis Hudson
14:40 Jul 20, 2020

Dear Akshit, 

 

Could you please open web console and send a screenshot of an error that occurs? 

 

Best regards, 

Dennis 

Akshit
20:20 Jul 20, 2020

Hi Dennis Hudson,

 

Yes sure !

 

 

 

Dennis Hudson
20:18 Jul 21, 2020

Hi Akshit,

 

Could you please also send the schema name and all code in the schema in the text file? It looks like the issue may be in the different parts of the code. 

 

Best regards, 

Dennis 

Show all comments
businessProcess
7.16
Service_Creatio
Process Trigger of sent email
Mark Roberts
23:39 Jul 06, 2020

Hi

 

One of the annoyances of the case modified date is that it does not get updated if someone was to send an email on the case. This is to allow us to have accurate vision of when the last activity was on each case, so we can confirm that cases are updated regularly i.e. at least in last 48 hours.

 

I understand that a Process could be created which will do the following:

  1. Trigger - Email sent related to a support case
  2. Update the Last Modified date time for the same time that email was sent

I am not sure what the Trigger signal should look like to achieve this function, so would be thankful for any guidance.

 

thanks

Mark

Like 0

Like

1 comments
Roman Rak
04:55 Jul 08, 2020

Hello Mark,

 

For your goal you can use next trigger signal:

 

 

This start signal will be triggered by any email realted to the existing case (in our example it will work for incoming and ourgoing emails, but you can change it by selecting the needed value for Message type).

If you want to tigger new cases (which were just created by incoming emails) you need to choose 'Record added' option for "Which event should trigger the signal" fieild.

 

Best regards,

Roman

Show all comments
Subscribe to Service_Creatio