How to add values in lookup which is created in a package created by 3rd party publisher. ?

 

These lookups doesn't appear in the lookup section of the Studio workspace. 

 

Is there a package dependency on this as well. ?

 

Please suggest. 

 

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Hello,

 

Can you please let me know the example of such lookup?

Thanks.

 

Regards,

Dean

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Hi Community,

On my application I've used the Aspose.PDF connector plugin for Creatio! Then, I created a new printable and set the "Convert to PDF" property true, as you can see in the image below.

 

 

After that, I create a new process in which I am using the plugin process element (Save printable) and in that element I set the parameter "Conver to PDF" to true but the attachment is always saved as a .docx file, regardless of setting of the parameter "Convert to PDF" be true or false.

 

Can you help me solving this issue and explain me why the document saved in the attachments is always in .docx format?

 

Thanks in Advance.

 

Best Regards,

Pedro Pinheiro

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Hello Community,

 

The Academy guides on how to create anonymous custom configuration services using WCF / .Net Framework - https://academy.creatio.com/docs/developer/back-end_development/configuration_web_service/configuration_web_service#title-1243-3

Suppose, I have a Creatio cloud instance on Linux using .Net Core. How does one go about creating an anonymous custom configuration service??

 

Regards
Shrikanth

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Hello Shrikanth,

 

To create a configuration service you need to authorize via the AuthService.svc. Please refer to the following article: https://academy.creatio.com/documents/technic-sdk/7-16/creating-configu…

Please let us know if any questions or concerns left,

Regards,
Kseniia

 

 

Kseniia Prokopenko,

The documentation clearly says that there is way to create a configuration service with Anonymous authentication. Hope you went through the Academy link I pasted in the question.

My question was - 
The documentation only lists out the steps for the WCF based configuration services (Used by .Net Framework on Windows). How does one go about creating an anonymous service on a Linux installation of Creatio using .Net Core?

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Hi Teams,

 

I replicated managers' mood functionality on my account page.

Is it possible to make read only the controller for some users ?

Some user can change the emoticons and some else no.

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Hi Stefano.

 

The problem here is that:

 

1) MoodContainer has no click attribute

2) You can use document.getElementById("OpportunityPageV2MoodContainerContainer").style.pointerEvents = 'none'; and trigger it each time the page is loaded with the additional check of the system user role (OpportunityPageV2MoodContainerContainer should be replaced with your element code (can be received from the page inspector in the "Elements" tab of the console)).

3) This additional check on the system user role is the most difficult part: you need to retrieve a user session from the client using Terrasoft.sessionId, then form a ESQ to the SysUserSession table to find a record related to the value received from Terrasoft.sessionId (for a request as follows

 

select SysUserId from SysUserSession
where SessionId = 'ez5u2gsrczplpz4b13s31g0b'

 

). Then you need to run another ESQ to check if the SysUserId belongs has a record in the SysUserInRole table related to some role.

 

This is quite a difficult task that requires a separate project and cannot be solved in terms of a community post. Please reach your account manager in case you need additional help with the implementation of emoticons click restriction for some users.

 

Best regards,

Oscar

Oscar Dylan,

Thank you Oscar
I try to apply your suggestion.

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Greetings All,

 

I understand that there is an API for Creatio.  Is there a method to have an external system fire an event to start a particular process in Creatio?  Or something like webhooks to fire an event?

 

Thanks!!

 

Paul

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Hi Paul,

 

Here is the required service to launch a process through API from external system  

 

https://academy.creatio.com/docs/developer/integrations_and_api/process…

 

Regards,
Dean

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I have a Power Automate HTTP that calls a report and emails the report.

I simply want to add a button or run service to Creatio to preform the same action?

 

How do I this, is it using the Web Call Service, if so I have tried this but not working?

Is possible to simply add a button with a hyper-link?

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Hello,

 

Here are some guides that might be helpful.

 

Some ideas on how to add buttons:

https://academy.creatio.com/documents/technic-sdk/7-16/how-add-button-e…
https://academy.creatio.com/documents/technic-sdk/7-16/how-add-button-e…

 

How to run a process by clicking the custom button

https://academy.creatio.com/documents/technic-sdk/7-13/process-launch-c…

 

How to call for webservice using a process:

https://academy.creatio.com/documents/technic-sdk/7-13/how-run-bpmonlin…

 

Regards,

Dean

dean parrett,

This documentation with examples of "How to run a process by clicking the custom button" is useful for a problem that I have, but is there also any example of how to run processes from buttons in the mobile application?

Dear Daniel,

 

The mobile app doesn't support launching the processes by button click. They can be launched only by editing\creating\deleting a record. There is no way to bind a process to some function like onClick in mobile app. The process will no launch. This feature will be added in the nearest future application versions.

 

Regards,

Dean

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Hi Community,

 

We have a section and there are few fields added to that section. To that section we have added a detail. Later, we are giving access to the section for read and editing of the fields in the section. The fields within the section is edited based on the access given to the user, if the user doesn’t have access and when the user tries to edit the field, we get insufficient access error. But, the same user is able to edit the fields in the detail. How do we restrict it, the edit of the detail should  also have the same access provided to the section.

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Hello Amritha, 

As of now the access rights for the detail should be set separately from the access rights for the section. 
In order to do so you need to find the corresponding detail in the Object permissions list and set the same operation/record permissions as you did for the section. 
Please refer to the links below for more information regarding access rights:
https://academy.creatio.com/docs/user/setup_and_administration/user_and…
https://academy.creatio.com/docs/user/setup_and_administration/user_and…
 

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Question

Dear community,

 

I don't sure the right way to deploy a custom package on test and production environment.

I try to explain with a  sample scenario.

  1. At day 1 I export the custom package from my development environment with the filename packageDay1.zip
  2. The packageDay1.zip is installed on my test environment.
    In the App installed section  I see the packageDay1 installed.
  3. At day 4 I've a new features in the custom package which needs to be deployed on the test environment, then I export the package with the filename packageDay4.zip.
  4. Do I should uninstall the previous package ?
    I tried to install the new packageDay4.zip and in the App Installed section I see 2 package installed, the packageDay1 and the packageDay

Is it the right way?

 

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That is typically how it is done, you just reinstall the package - not uninstall first. When you install a package from a zip file it does duplicate it in the installed applications list, not sure why it does that, but it's nothing to worry about. You can see in the configuration it will still just list the package itself once.

Ryan Farley,

Thank you Ryan,

Your help is appreciate.
Do you suggest to maintain the same package zip filename?

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Dear community

In the account section I need to show a link to a connected contact with a specific role.

I added a virtual column and using the following link How to make an URL String field into a clickable hyperlink | Community Creatio,

I convert it to a hyperlink.

In the onEntityInitialized page event I get the contact to show in the hyperlink.

The problem is that onEntityInitialized is raised after the virtual column has been converted to hyperlink, so the hyperlink does not show the desired data.

What do you suggest me?

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Dear community,
I found the solution, I followed Kirill Krylov's suggestion in the following post Select datasource for custom lookup control | Community Creatio.

 

Thank you Kirill!

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Hi All,

I have a use case to filter the records based on the DateTime filter condition.

This is the value of the above parameter for the filtered record.

You can see that, the above filter condition doesn't meet the values that are listed on the Pre-Configured page.
As a filter result its just compares the Date parameter alone and not the Time parameter.
How to compare the both Date and Time parameter using the Business process elements.

Any inputs on this will be much helpful.

Regards and Thanks,
Adharsh S

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Dear Adharsh,

 

Check if the user has a timezone specified in the timezone profile. This can impact filtration logic. Also on the 1st screenshot, all 4 columns are the same - which result is expected to be shown on screenshot 2? 

 

Best regards,
Angela

Angela Reyes,

Yes, the user has a timezone specified in his timezone profile. The timezone mapped for the user is "GMT". Checked in Database the start and due time are correct shown above. The filtration happens in the same timezone, So the timezone might not affect the filter condition.

The explanation of the above filter conditions,
The use case is to check whether any Activity been created at the given Date time.
New Activity TimePeriod :
Start- 3/26/2021 8.00PM Due - 3/26/2021 9.00PM

Existing Activity TimePeriod :

Start- 3/26/2021 5.00PM  Due - 3/26/2021 7.00PM

So, The new Activity does not fall between the existing Activity.

Explanation of the filter condition :

As you can see, the condition 3 and 4 gets failed. All the conditions are in AND, as a result it should return false and no record should be filtered. But it doesn't do it.

Clarity needed : 1) Does the Business process element of DateTime comparison, whether it will compare the time or it will compare only with date.
2) Is there anyother way to validate this usecase.

Regards,
Adharsh S
 

 

Adharsh,

Thank you for the detailed explanation! Try enabling "consider time in the filter" parameter n element extended properties to fix this behavior.

 

Best regards,
Angela 

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