The logic of adding a record is behind the addRecord method from the BaseDataView module. The page opening is performed in the openCardInChain method that is called in the else condition of the addRecord method. The method is called when clicking the CombinedModeAddRecordButton or SeparateModeAddRecordButton. You need to call the same in your buttons and modify the logic of the addRecord method if needed.

Best regards,

Oscar

Hello Jonathan,

Thank you for your Question. First of all, it would be useful to follow the basic checklist to be sure nothing is missed:

1) Versions of the exporter and importer environments should be the same. (In this case, both should be 7.17.0)

2) The product bundle should be the same (For example both should be Service Enterprise)

3) Check the Dependent packages. All of the dependent packages should exist in the final environment.



(More info regarding packages is available in the below article:

https://academy.creatio.com/docs/developer/development_tools/packages/p…)



If all of the above was checked and the issue still exists - there is one more thing that will be true only for specific Oracle versions.

ODAC v.12 support is planned as part of Oracle support for .Net Core in future Creatio versions.



Workaround - use ODAC v.11:

At the moment, we are seeing similar problems when using the 12th version of ODAC.

To solve the problems we recommend installing it on the 11th:

1) Remove ODAC v.12

2) Install ODAC v.11 x64 and test the case.

3) If the error persists, install ODAC version 11 x32, in the properties of the application pool setting "Enable 32-bit programs" to "true" and check the case.

Please perform the above actions and let me know the results.

Best Regards,

Dan

Denis Bidukha,

Thanks for your reply. I tried all of the steps listed above but nothing works.

When I try to use ODAC v.11, (64 or 32 bits) it prints that "OraOps12.dll" is missing and I can't even connect no more to the CRM.

The only way to make it work is with ODAC v.12. Although, when importing the package it does this "Invalid Paramteter binding" error...

Best regards,

Jonathan

Hi,

I configured the permission on case category lookup values based on the functional role that can use it, but It doesn't work.

Is it possible to hide some lookup values based on permission ?

Hi,

I solved my request.

The solution is:

1. Hide Lookup records (with access rights or Business Process) | Community Creatio

2. How can I hide adding buttons for some section types? | Community Creatio

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)