Hi,

 

Can anyone guide to develop a business process to achieve the following:

 

Based on the selection of multiple checkboxes, approvals should trigger parallelly and move to the next stage when all the multiple approvers have approved.

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Hi!

 

This approach is covered in the post here: https://community.creatio.com/questions/approval-business-processes

 

You may review the process structure, explore Creatio documentation, and leverage conditional flows for effective parameter handling.

 

Hope it helps!

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<h1>Hacked</h1>

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Greetings Creatio Community,

Quick question regarding the exit from campaign element in Creatio. As diagramed in the academy example below:

Two questions here:

1) For the "Reached the goal" element. Does a specific folder have to be selected even if the "Is this step campaign goal" checkbox is checked?

2) For the Unsubscribed Exit Campaign element: Should there be a conditional flow  with setup responses from transferring participants connecting to the emails in case they unsubscribe from the either of the email messages? 

Thanks in advance for any assistance.

Lucas

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The exit elements can be a little confusing. A participant doesn't have to necessary arrive at that element for it to apply to them.

Question 1: No folder needs to be selected. The purpose for that element in the context of the image is to indicate that the participant met the goal, or arrived at that element. More on this below.

Question 2: For the unsubscribed, it does not need to be connected. It can be free-standing as shown. At anytime, if any participant meets the conditions of that element (meaning they've unsubscribed and their "do not use email" is now set to true), they will exit out, regardless of where they are in the campaign. This ties back to question #1. That folder that can be selected is a way to define conditions that, when met, will immediately exit the campaign as though they arrived there (and met the goal). An example of this is that maybe the participant now has an order in the system, so regardless of where they are in the campaign, you want to stop marketing to them for this campaign since they've already bought something. 

Hopefully that helps make some sense.

Ryan

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Hi community, im currently working on creatio 8.09 and not long i go noticed that as a user with the System Administrator Role i could see all of the Business Process Tasks that has my user as owner in my notification feed but as soon as i remove said role the notification feed wont show any of the tasks assigned to the user.

With System Administrator Role:

Without System Adiminstraror Role

Any idea on how to solve  this issue?

Thanks

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Hello,

 

The problem is most likely caused by the fact that Operations permissions are enabled in the SysProcessElementToDo object, but there's no specified role that receives access rights.
Try to add the role All employees to resolve the issue.

Hello!
Check that the operation permissions for the SysProcessElementToDo object are disabled.

Hello,

 

The problem is most likely caused by the fact that Operations permissions are enabled in the SysProcessElementToDo object, but there's no specified role that receives access rights.
Try to add the role All employees to resolve the issue.

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How can I route messages coming from whatsapp, when the client selects "contact advisor" in a chatbot?

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Hello,

 

Please specify if you are using a marketplace app or the basic Creatio functionality? Also, please provide us with a screenshot and a more detailed explanation of your business goal.

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Hey Community,

I'm stuck with problem trying to apply detail business rule on my edit grid. So the problem that business rule is looking to UsrParent.UsrStatus column. And i have the error that this column was deleted or renamed.
I've tried some solutions on Community but nothing is working for me. 

Here is my code:

		methods: {
			onActiveRowAction: function(buttonTag, primaryColumnValue) {
				this.mixins.ConfigurationGridUtilitiesV2.onActiveRowAction.call(this, buttonTag, primaryColumnValue);
			},
 
			generateActiveRowControlsConfig: function(id, columnsConfig, rowConfig) {
				//var gridDataColumns = getGridDataColumns();
				this.columnsConfig = columnsConfig;
				var gridLayoutItems = [];
				var currentColumnIndex = 0;
				this.Terrasoft.each(columnsConfig, function(columnConfig) {
					var cellConfig = this.getActiveRowCellConfig(columnConfig, currentColumnIndex);
       			 if (!cellConfig.hasOwnProperty("isNotFound")) {
            		gridLayoutItems.push(cellConfig);
        		}
					currentColumnIndex += cellConfig.layout.colSpan;
				}, this);
				this.applyBusinessRulesForActiveRow(id, gridLayoutItems);
				var viewGenerator = this.Ext.create(this.getRowViewGeneratorClassName());
				viewGenerator.viewModelClass = this;
				var gridLayoutConfig = viewGenerator.generateGridLayout({
					name: this.name,
					items: gridLayoutItems
				});
				rowConfig.push(gridLayoutConfig);
			},
 
				getGridDataColumns: function() {
                var baseGridDataColumns = this.callParent(arguments);
                var gridDataColumns = {
                    "UsrParent.UsrStatus": {path: "UsrParent.UsrStatus"},
                };
                return Ext.apply(baseGridDataColumns, gridDataColumns);
            }
 
},

thanks!
 

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Hi,

 

Do you add this business rule to the grid schema or to the detail edit page schema? Business rules added to the edit page should work properly without this error.

 

Alternatively try this approach with lookupListConfig in either grid schema and edit page schema of the detail (added to the schema attributes):

"UsrParent": {
                    "dataValueType": this.Terrasoft.DataValueType.LOOKUP,
                    "lookupListConfig": {
                        "columns": ["UsrStatus"]
                    }
                },

this should also get the value (and load itself) of the UsrStatus column.

Oleg Drobina,

Hi!

Thanks for ur answer, i already tried this one added in schema detail/page and still the same issue.
Also copied business-rules from page to detail schema.

Here is full code for Detail schema 

define("RdtSchema670160a3Detail", ["ConfigurationGrid", "ConfigurationGridGenerator",
	"ConfigurationGridUtilitiesV2"], function() {
	return {
		entitySchemaName: "RdtProductionRawProducts",
		attributes: {
			"IsEditable": {
				dataValueType: Terrasoft.DataValueType.BOOLEAN,
				type: Terrasoft.ViewModelColumnType.VIRTUAL_COLUMN,
				value: true
			},
 
 
			"RdtProduction": {
                    "dataValueType": this.Terrasoft.DataValueType.LOOKUP,
                    "lookupListConfig": {
                        "columns": ["RdtStatus"]
                    }
                }
		},
		mixins: {
			ConfigurationGridUtilitiesV2: "Terrasoft.ConfigurationGridUtilitiesV2"
		},
		businessRules: /**SCHEMA_BUSINESS_RULES*/{
			"RdtRawProduct": {
				"a51ae6d8-b23d-4245-a06f-6f81a6a20f0d": {
					"uId": "a51ae6d8-b23d-4245-a06f-6f81a6a20f0d",
					"enabled": true,
					"removed": false,
					"ruleType": 1,
					"baseAttributePatch": "RdtType",
					"comparisonType": 3,
					"autoClean": false,
					"autocomplete": false,
					"type": 0,
					"value": "0e937c72-3826-40c0-ac62-30d70746cea0",
					"dataValueType": 10
				},
				"7864a234-ef49-4a9c-ac19-9967fb5b255a": {
					"uId": "7864a234-ef49-4a9c-ac19-9967fb5b255a",
					"enabled": true,
					"removed": false,
					"ruleType": 0,
					"property": 1,
					"logical": 0,
					"conditions": [
						{
							"comparisonType": 3,
							"leftExpression": {
								"type": 1,
								"attribute": "RdtProduction",
								"attributePath": "RdtStatus"
							},
							"rightExpression": {
								"type": 0,
								"value": "22c74599-4c04-401e-8dfd-06fde8f8cb81",
								"dataValueType": 10
							}
						}
					]
				}
			},
			"RdtQuantity": {
				"00b698f4-7e53-4a6b-804f-3a2f40e7b015": {
					"uId": "00b698f4-7e53-4a6b-804f-3a2f40e7b015",
					"enabled": true,
					"removed": false,
					"ruleType": 0,
					"property": 1,
					"logical": 0,
					"conditions": [
						{
							"comparisonType": 3,
							"leftExpression": {
								"type": 1,
								"attribute": "RdtProduction",
								"attributePath": "RdtStatus"
							},
							"rightExpression": {
								"type": 0,
								"value": "22c74599-4c04-401e-8dfd-06fde8f8cb81",
								"dataValueType": 10
							}
						}
					]
				}
			},
			"RdtUnit": {
				"825f4f2a-f110-4554-9a83-575440727c00": {
					"uId": "825f4f2a-f110-4554-9a83-575440727c00",
					"enabled": true,
					"removed": false,
					"ruleType": 0,
					"property": 1,
					"logical": 0,
					"conditions": [
						{
							"comparisonType": 3,
							"leftExpression": {
								"type": 1,
								"attribute": "RdtProduction",
								"attributePath": "RdtStatus"
							},
							"rightExpression": {
								"type": 0,
								"value": "22c74599-4c04-401e-8dfd-06fde8f8cb81",
								"dataValueType": 10
							}
						}
					]
				}
			},
			"RdtAvailableStock": {
				"843f04c6-f4c7-426c-85f3-5560b2383db5": {
					"uId": "843f04c6-f4c7-426c-85f3-5560b2383db5",
					"enabled": true,
					"removed": false,
					"ruleType": 0,
					"property": 1,
					"logical": 0,
					"conditions": [
						{
							"comparisonType": 1,
							"leftExpression": {
								"type": 1,
								"attribute": "RdtAvailableStock"
							}
						}
					]
				}
			},
			"RdtNotEnoughStock": {
				"7dccf940-c42c-4b5d-82ab-acff711c7893": {
					"uId": "7dccf940-c42c-4b5d-82ab-acff711c7893",
					"enabled": true,
					"removed": false,
					"ruleType": 0,
					"property": 1,
					"logical": 0,
					"conditions": [
						{
							"comparisonType": 1,
							"leftExpression": {
								"type": 1,
								"attribute": "RdtProduction"
							}
						}
					]
				}
			}
		}/**SCHEMA_BUSINESS_RULES*/,
		methods: {
			onActiveRowAction: function(buttonTag, primaryColumnValue) {
				this.mixins.ConfigurationGridUtilitiesV2.onActiveRowAction.call(this, buttonTag, primaryColumnValue);
			},
 
			generateActiveRowControlsConfig: function(id, columnsConfig, rowConfig) {
				this.columnsConfig = columnsConfig;
				var gridLayoutItems = [];
				var currentColumnIndex = 0;
				this.Terrasoft.each(columnsConfig, function(columnConfig) {
					var cellConfig = this.getActiveRowCellConfig(columnConfig, currentColumnIndex);
       			 if (!cellConfig.hasOwnProperty("isNotFound")) {
            		gridLayoutItems.push(cellConfig);
        		}
					currentColumnIndex += cellConfig.layout.colSpan;
				}, this);
				this.applyBusinessRulesForActiveRow(id, gridLayoutItems);
				var viewGenerator = this.Ext.create(this.getRowViewGeneratorClassName());
				viewGenerator.viewModelClass = this;
				var gridLayoutConfig = viewGenerator.generateGridLayout({
					name: this.name,
					items: gridLayoutItems
				});
				rowConfig.push(gridLayoutConfig);
			}
		},
		diff: /**SCHEMA_DIFF*/[
			{
				"operation": "merge",
				"name": "DataGrid",
				"values": {
					"className": "Terrasoft.ConfigurationGrid",
					"generator": "ConfigurationGridGenerator.generatePartial",
					"generateControlsConfig": {"bindTo": "generateActiveRowControlsConfig"},
					"changeRow": {"bindTo": "changeRow"},
					"unSelectRow": {"bindTo": "unSelectRow"},
					"onGridClick": {"bindTo": "onGridClick"},
					"activeRowActions": [
						{
							"className": "Terrasoft.Button",
							"style": this.Terrasoft.controls.ButtonEnums.style.TRANSPARENT,
							"tag": "save",
							"markerValue": "save",
							"imageConfig": {"bindTo": "Resources.Images.SaveIcon"}
						},
						{
							"className": "Terrasoft.Button",
							"style": this.Terrasoft.controls.ButtonEnums.style.TRANSPARENT,
							"tag": "cancel",
							"markerValue": "cancel",
							"imageConfig": {"bindTo": "Resources.Images.CancelIcon"}
						},
						{
							"className": "Terrasoft.Button",
							"style": this.Terrasoft.controls.ButtonEnums.style.TRANSPARENT,
							"tag": "card",
							"markerValue": "card",
							"imageConfig": {"bindTo": "Resources.Images.CardIcon"}
						},
						{
							"className": "Terrasoft.Button",
							"style": Terrasoft.controls.ButtonEnums.style.TRANSPARENT,
							"tag": "copy",
							"markerValue": "copy",
							"imageConfig": {"bindTo": "Resources.Images.CopyIcon"}
						},
						{
							"className": "Terrasoft.Button",
							"style": this.Terrasoft.controls.ButtonEnums.style.TRANSPARENT,
							"tag": "remove",
							"markerValue": "remove",
							"imageConfig": {"bindTo": "Resources.Images.RemoveIcon"}
						}
					],
					"initActiveRowKeyMap": {"bindTo": "initActiveRowKeyMap"},
					"activeRowAction": {"bindTo": "onActiveRowAction"},
					"multiSelect": {"bindTo": "MultiSelect"}
				}
			}
		]/**SCHEMA_DIFF*/
	};
});

Maybe u have other ideas? 

Much thanks!
Oleksii

Oleksii Protsiuk,

 

Ok, and can you please point me to the business rule from your code that references the UsrParent.UsrStatus column (or is it RdtStatus in the code above)? And also please share the edit page code.

Oleg Drobina,
1. Business rule for RdtQuantity for example.
2. Yes, its RdtStatus.

3. 

define("RdtSchemafaf34ef3Page", [], function() {
	return {
		entitySchemaName: "RdtProductionRawProducts",
		attributes: {
					"RdtProduction": {
                    "dataValueType": this.Terrasoft.DataValueType.LOOKUP,
                    "lookupListConfig": {
                        "columns": ["RdtStatus"]
                    }
                }
		},
		modules: /**SCHEMA_MODULES*/{}/**SCHEMA_MODULES*/,
		details: /**SCHEMA_DETAILS*/{}/**SCHEMA_DETAILS*/,
		businessRules: /**SCHEMA_BUSINESS_RULES*/{
			"RdtRawProduct": {
				"a51ae6d8-b23d-4245-a06f-6f81a6a20f0d": {
					"uId": "a51ae6d8-b23d-4245-a06f-6f81a6a20f0d",
					"enabled": true,
					"removed": false,
					"ruleType": 1,
					"baseAttributePatch": "RdtType",
					"comparisonType": 3,
					"autoClean": false,
					"autocomplete": false,
					"type": 0,
					"value": "0e937c72-3826-40c0-ac62-30d70746cea0",
					"dataValueType": 10
				},
				"7864a234-ef49-4a9c-ac19-9967fb5b255a": {
					"uId": "7864a234-ef49-4a9c-ac19-9967fb5b255a",
					"enabled": true,
					"removed": false,
					"ruleType": 0,
					"property": 1,
					"logical": 0,
					"conditions": [
						{
							"comparisonType": 3,
							"leftExpression": {
								"type": 1,
								"attribute": "RdtProduction",
								"attributePath": "RdtStatus"
							},
							"rightExpression": {
								"type": 0,
								"value": "22c74599-4c04-401e-8dfd-06fde8f8cb81",
								"dataValueType": 10
							}
						}
					]
				}
			},
			"RdtQuantity": {
				"00b698f4-7e53-4a6b-804f-3a2f40e7b015": {
					"uId": "00b698f4-7e53-4a6b-804f-3a2f40e7b015",
					"enabled": true,
					"removed": false,
					"ruleType": 0,
					"property": 1,
					"logical": 0,
					"conditions": [
						{
							"comparisonType": 3,
							"leftExpression": {
								"type": 1,
								"attribute": "RdtProduction",
								"attributePath": "RdtStatus"
							},
							"rightExpression": {
								"type": 0,
								"value": "22c74599-4c04-401e-8dfd-06fde8f8cb81",
								"dataValueType": 10
							}
						}
					]
				}
			},
			"RdtUnit": {
				"825f4f2a-f110-4554-9a83-575440727c00": {
					"uId": "825f4f2a-f110-4554-9a83-575440727c00",
					"enabled": true,
					"removed": false,
					"ruleType": 0,
					"property": 1,
					"logical": 0,
					"conditions": [
						{
							"comparisonType": 3,
							"leftExpression": {
								"type": 1,
								"attribute": "RdtProduction",
								"attributePath": "RdtStatus"
							},
							"rightExpression": {
								"type": 0,
								"value": "22c74599-4c04-401e-8dfd-06fde8f8cb81",
								"dataValueType": 10
							}
						}
					]
				}
			},
			"RdtAvailableStock": {
				"843f04c6-f4c7-426c-85f3-5560b2383db5": {
					"uId": "843f04c6-f4c7-426c-85f3-5560b2383db5",
					"enabled": true,
					"removed": false,
					"ruleType": 0,
					"property": 1,
					"logical": 0,
					"conditions": [
						{
							"comparisonType": 1,
							"leftExpression": {
								"type": 1,
								"attribute": "RdtAvailableStock"
							}
						}
					]
				}
			},
			"RdtNotEnoughStock": {
				"7dccf940-c42c-4b5d-82ab-acff711c7893": {
					"uId": "7dccf940-c42c-4b5d-82ab-acff711c7893",
					"enabled": true,
					"removed": false,
					"ruleType": 0,
					"property": 1,
					"logical": 0,
					"conditions": [
						{
							"comparisonType": 1,
							"leftExpression": {
								"type": 1,
								"attribute": "RdtProduction"
							}
						}
					]
				}
			}
		}/**SCHEMA_BUSINESS_RULES*/,
		methods: {},
		dataModels: /**SCHEMA_DATA_MODELS*/{}/**SCHEMA_DATA_MODELS*/,
		diff: /**SCHEMA_DIFF*/[
			{
				"operation": "insert",
				"name": "LOOKUPa8ab8309-ec3e-4f7b-b007-af2483101fee",
				"values": {
					"layout": {
						"colSpan": 12,
						"rowSpan": 1,
						"column": 0,
						"row": 0,
						"layoutName": "Header"
					},
					"bindTo": "RdtRawProduct",
					"enabled": false,
					"contentType": 5
				},
				"parentName": "Header",
				"propertyName": "items",
				"index": 0
			},
			{
				"operation": "insert",
				"name": "LOOKUPe030f444-90d1-4d98-b476-b4b576c4f122",
				"values": {
					"layout": {
						"colSpan": 12,
						"rowSpan": 1,
						"column": 12,
						"row": 0,
						"layoutName": "Header"
					},
					"bindTo": "RdtUnit",
					"enabled": false,
					"contentType": 5
				},
				"parentName": "Header",
				"propertyName": "items",
				"index": 1
			},
			{
				"operation": "insert",
				"name": "FLOAT07d52071-3119-4f71-a45f-3e8701a3e127",
				"values": {
					"layout": {
						"colSpan": 12,
						"rowSpan": 1,
						"column": 0,
						"row": 1,
						"layoutName": "Header"
					},
					"bindTo": "RdtQuantity",
					"enabled": false
				},
				"parentName": "Header",
				"propertyName": "items",
				"index": 2
			},
			{
				"operation": "insert",
				"name": "RdtAvailableStockbd49a463-5f7d-4a67-aaa6-f01f7cca4cd9",
				"values": {
					"layout": {
						"colSpan": 12,
						"rowSpan": 1,
						"column": 12,
						"row": 1,
						"layoutName": "Header"
					},
					"bindTo": "RdtAvailableStock",
					"enabled": false
				},
				"parentName": "Header",
				"propertyName": "items",
				"index": 3
			},
			{
				"operation": "insert",
				"name": "RdtNotEnoughStockb7a3c879-7054-4bf6-8434-adb226c77730",
				"values": {
					"layout": {
						"colSpan": 12,
						"rowSpan": 1,
						"column": 0,
						"row": 2,
						"layoutName": "Header"
					},
					"bindTo": "RdtNotEnoughStock",
					"enabled": false
				},
				"parentName": "Header",
				"propertyName": "items",
				"index": 4
			}
		]/**SCHEMA_DIFF*/
	};
});

 

The same problem with setting the value of the field using connected entity column on the different detail.
1. The field value is showing on field

2. After save the same error and the field is empty.

Is there any chance to fix this error ?

Thanks!

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Hey Community,

 

I have two details on my custom "Order" entity. Depends on order status i need to show/hide add button and the possibility to edit this details.
Is there any best practices for this scenario?

Thanks for help,
Oleksiis

Like 1

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5 comments
Best reply

Hello, 
Here is an example of how to hide the Add button in detail based on the condition:

define("UsrSchemaaae5d57eDetail", ["ConfigurationGrid", "ConfigurationGridGenerator",
	"ConfigurationGridUtilitiesV2"], function() {
	return {
		entitySchemaName: "UsrForHideTest",
		attributes: {
                -------------
			"IsAddEnabled": {
				dataValueType: Terrasoft.DataValueType.BOOLEAN,
				value: true
			}
		},
                -------------
		methods: {
                --------------
			init: function() {
				this.callParent(arguments);
				this.isAddEnabled();
			},
			isAddEnabled: function() {
				var esq = Ext.create("Terrasoft.EntitySchemaQuery", {
                        rootSchemaName: "Contact"
                    });
                    esq.addColumn("Type");
                     esq.getEntity(this.values.MasterRecordId, function(result) {
                        if (result.success &amp;&amp; result.entity.values.Type.displayValue == 'Customer') {
                            this.set("IsAddEnabled", false);
                        }
                    }, this);
			}
		},
		diff: /**SCHEMA_DIFF*/[
			{
				"operation": "merge",
				"name": "AddRecordButton",
				"values": {
					"visible": {"bindTo": "IsAddEnabled"}
				}
			},

Here we are hiding the button if the Type of the Contact = 'Customer'.
Regarding the editing of the detail, if I`m not mistaken, you cannot change it dynamically. 

Upd

I found the code snippet to hide Add button and added it to page - 
 

			isDetailEnabled: function(detailName) {
      		var productionStage = this.get("RdtStatus").displayValue;   
			if (detailName === "RdtSchemad16d4a3eDetail") {
			if(productionStage === "Planned"){
                    return true;       //Disable the "+" button
                }
                else{
                    return false;        //Enable the "+" button
                }
	}
			if (detailName === "RdtSchema670160a3Detail") {
			if(productionStage === "Planned"){
                    return true;       //Disable the "+" button
                }
                else{
                    return false;        //Enable the "+" button
                }
	}
			return this.callParent(arguments);
}

But now i have issue with clicking on data on editable grid


Hello,
not sure about best practices but for me isDetailEnabled also caused issues like that. I implemented this logic with replacing method in Detail code like this:

getAddRecordButtonEnabled: function() {
				var instance = this;
				var isEditable = instance.get("IsProductDetailEditable");
				return isEditable &amp;&amp; this._isAddRecordButtonEnabled();
			},

adding attribute IsProductDetailEditable and settiging its value in onGridDataLoaded method override with an esq check of the parent page Status or any other condition you would need. This would cover add button, for the changes of existing rows you could add buisness rules for each field to block them for certain conditions, in my case implemented an esq check on save logic, with replacing method saveRowChanges from ConfigurationGridUtilities, check result would notify the user unability to save changes for that condition or proceed as normal.

Hello, 
Here is an example of how to hide the Add button in detail based on the condition:

define("UsrSchemaaae5d57eDetail", ["ConfigurationGrid", "ConfigurationGridGenerator",
	"ConfigurationGridUtilitiesV2"], function() {
	return {
		entitySchemaName: "UsrForHideTest",
		attributes: {
                -------------
			"IsAddEnabled": {
				dataValueType: Terrasoft.DataValueType.BOOLEAN,
				value: true
			}
		},
                -------------
		methods: {
                --------------
			init: function() {
				this.callParent(arguments);
				this.isAddEnabled();
			},
			isAddEnabled: function() {
				var esq = Ext.create("Terrasoft.EntitySchemaQuery", {
                        rootSchemaName: "Contact"
                    });
                    esq.addColumn("Type");
                     esq.getEntity(this.values.MasterRecordId, function(result) {
                        if (result.success &amp;&amp; result.entity.values.Type.displayValue == 'Customer') {
                            this.set("IsAddEnabled", false);
                        }
                    }, this);
			}
		},
		diff: /**SCHEMA_DIFF*/[
			{
				"operation": "merge",
				"name": "AddRecordButton",
				"values": {
					"visible": {"bindTo": "IsAddEnabled"}
				}
			},

Here we are hiding the button if the Type of the Contact = 'Customer'.
Regarding the editing of the detail, if I`m not mistaken, you cannot change it dynamically. 

Dmytro Vovchenko writes:

Hello, 
Here is an example of how to hide the Add button in detail based on the condition:


 
define("UsrSchemaaae5d57eDetail", ["ConfigurationGrid", "ConfigurationGridGenerator",
	"ConfigurationGridUtilitiesV2"], function() {
	return {
		entitySchemaName: "UsrForHideTest",
		attributes: {
                -------------
			"IsAddEnabled": {
				dataValueType: Terrasoft.DataValueType.BOOLEAN,
				value: true
			}
		},
                -------------
		methods: {
                --------------
			init: function() {
				this.callParent(arguments);
				this.isAddEnabled();
			},
			isAddEnabled: function() {
				var esq = Ext.create("Terrasoft.EntitySchemaQuery", {
                        rootSchemaName: "Contact"
                    });
                    esq.addColumn("Type");
                     esq.getEntity(this.values.MasterRecordId, function(result) {
                        if (result.success &amp;&amp; result.entity.values.Type.displayValue == 'Customer') {
                            this.set("IsAddEnabled", false);
                        }
                    }, this);
			}
		},
		diff: /**SCHEMA_DIFF*/[
			{
				"operation": "merge",
				"name": "AddRecordButton",
				"values": {
					"visible": {"bindTo": "IsAddEnabled"}
				}
			},

Here we are hiding the button if the Type of the Contact = 'Customer'.
Regarding the editing of the detail, if I`m not mistaken, you cannot change it dynamically. 

 

Thanks so much, will take a look on this.

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Hi Everyone,

 

In our invoices we have a attachments linked as Invoice Attachements. I was to display any attachments from there in my Invoice Report. How can I do that? It isn't showing any option to me

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Hello Hassan,

You can just display some parameter's for example quantity:

 

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Hi, we´re using a mini page to create requests but we are looking for a way to move from the mini page to the form page of the request. ive tried using two buttoms, one with the save data action and other with the "continue in next page" action but im having ussues with the page filtes on the form page. this could work if we save the record and the minipage stays open but it close after saving the record. 

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Dear Sean,

 

The following button was added in 8.0.10. This button will help to you to move from mini page form to form page quickly.

 

Regarding the mini pages closing after the data was added. This is the basic logic of mini pages, they were created to collect quick information, add it to the record and close.

If you want the page to stay open, please consider other options, like adding data directly on the record. 

 

Best regards,

Creatio Support Team

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Hi everyone,

 

We have 3 different objects that sends data to one single object(which is referred to as a report for us). When we are deleting something from one of our 3 objects, the data isn't getting deleted from the report and it asks for permission due to which we are unable to delete data through a process. How do I bypass this? So that any data deleted from one of the 3 objects also automatically deletes data from our report object. Thanks!

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Good day,

Unfortunately, we don't have enough initial information to understand the cause of this error. Please provide a screenshot of the error.
 

Despite the error, is a record from one of these 3 objects deleted?
 

You also mention that you suspect a permission issue. This may indicate that the user doesn't have sufficient rights for records or operations with one of these objects.

https://academy.creatio.com/docs/user/setup_and_administration/user_and…

Please check if the user has permissions for deletion or editing of the object from which you are trying to delete, and also within the "report" object.

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