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

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

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