Hello Gareth,

Please check the answer on this post: 

https://community.creatio.com/questions/disable-new-option-city-state-l…

Here was a contrary question to DISABLE "NEW" OPTION. But you can try by analogy to change  "Lookup view" from  "List" to "Selection window" and the "New" button should be available.

Best regards,

Bogdan

Hello Gareth,

you can also disable New in "List", but with a little coding:

1. Override LookupQuickAddMixin

define("UsrLookupQuickAddMixin", ["LookupQuickAddMixin"], function() {
	Ext.define("Terrasoft.UsrLookupQuickAddMixin", {
		override: "Terrasoft.LookupQuickAddMixin",
		onLookupDataLoaded: Terrasoft.emptyFn
	});
});

2. Replace BootstrapModulesV2

define("BootstrapModulesV2", ["UsrLookupQuickAddMixin"], function() {
	return {};
});

Hello Eran, 

Could you please elaborate a bit on your business task, do you need to have the direct link to the activity page ( meaning email record sent by "Send email to case assignee"  process) or which functionality exactly should be achieved?

Thank you in advance!

Best regards, 

Anastasiia 

Hi,

There is a process (in process library) "Send email to case assignee" that sends email to the employee once a task is assigned to him. 

This process creates a new activity (for the employee to handle the case) and populate the "Specifying case assignee" email template, then sends it to the employee email.

I need to add a link in this template that will take the user directly to the newly activity page that was created by the process.

I hope it's clearer now  :-).

Thanks.

Hello Eran,

We've been able to build a process that would make such an idea work. Please follow this link to download the process, then you need to install it on your instance to see how everything works.

Just a few comments though:

In the [Add data] element, you would need to change the "To" and "From" fields to the values you need. Also, please remember that this is just an example of how such logic can be implemented and that it is possible. However, though this process could work on its own, you will need to implement it into the "Send email to case assignee" business process on your own and make changes to it so it could work seamlessly within the main process.

Please let me know if any questions appear or additional information is needed!

Kind regards,

Mira

Hi Federica, 

The very basic way to check for a character or a string inside another string is to use String.Contains('char') method. 



For example, you can use it in your conditional flow like this :

[#ReadDataUserTask1.First item of resulting collection.Notes#].Contains('@')

Best regards,

Yurii. 

Thank you Yurii! 

Hi Mitch,

Yes, this issue was reported, however we were unable to reproduce it. Please specify the following to help us reproduce the issue:

your Creatio product and version

add-on installation date

send us a template file without confidential data in a private message

Kind regards,

Ivan.

We are using Creatio Service, Sales, and Marketing v7.18.3 install date 11/1/2017

Mitch Kaschub,

Hi Mitch!



I recommend updating your add-on to the latest version as this issue was fixed in it.

You can find the latest version on this page:

https://marketplace.creatio.com/app/excel-reports-builder-creatio

Hello Shinoli,



The only way to customize this page using out-of-the-box tools is the system setting called "Logo - Thank you for your feedback" that is described in the Academy article here.



The only way to completely change this page is to apply changes to "CaseRatingFeedbackPage" schema (using additional development). Bogdan is already CC'd to this email so I hope he will be able to find a developer who can adjust this page base on your needs in terms of advisory hours.



At the same time we have two problems registered to our R&D team so to make the possibility to change this page more user-friendly (using standard tools such as section wizard), but unfortunately there is no ETA on this task. Once it is done - we will update all our clients and partners about it in our official release notes. 

Best regards,

Bogdan

Thank you for the information.

Important to update this page design without code!

I agree with all of the above, this is a major reason why one of our clients does not use this functionality.

Is this not possible to achieve?

Hi Mark,



You can make process on Message/comment added

But you will have Id's of your schema (these are for Activities)

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

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

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