Hello, The reason lies in the type (UsageType) of the RecordInactive= "Advanced" column, which is why the system does not display it in the designer. Unfortunately, there is no way to change this column type.
However, there is a workaround that will allow you to use the feature, namely the "DisableBlockingSystemColumns" feature that needs to be created and enabled for users that you need to have the rights to use such system fields. 1. Go to the link: https://SITENAME.creatio.com/0/Features 2. Add a new parameter: 3. Create a new parameter called "DisableBlockingSystemColumns", then add the role that well have the access to it, enable the checkbox and save the changes: 4. Relogin to the site.
However, this will allow users who have this option enabled to see other restricted and system columns in the system. We recommend using this approach in the "extreme" case, if the work of this functionality is critically important.
In addition, we have already created a task for our development team to fix this issue. Unfortunately, we have no exact ETA at the moment, since the task is at the initial stage, but it may be included into one of the next releases.
I know that the emails sent via Creatio are in the Activity table, but how about the the emails sent by a business process? Can I find those emails somewhere?
To be able to see these emails, you need to enable logging in the advanced settings in the Email Sending process element. After that, you can find the emails in the Activity table or set up a dashboard to view them.
Can the DCM be made read-only based on the status of another object?
For Example, I have an Account object linked to a form page with a DCM for account status (Active, Terminated, and Never Active) and a Contract object with statuses of "active" and "inactive" connected to the Account object, can changes to the DCM status in the Account be prevented when the Contract status is not "active"?
While DCM lacks a direct feature to check another object's values and restrict access based on that data, a simple no-code workaround can be implemented. Add a subprocess as the initial step in the DCM stages. This subprocess will check the related contract status, and if it's not 'Active,' it will notify the user and revert the stage to the previous one.
Alternatively, you can create a button that allows the user to select the desired stage. The system will then verify if the record can be transferred to the selected stage.
Hello! Does anyone know how to add an iframe to a specific entry in the details? It’s just that an iframe should appear inside a specific entry below the values. It will appear when a detail entry is active.
Hello. In the current version of Creatio, it is not possible to add an iframe directly into a details column. However, you can add a button to a grid detail that opens a modal window containing an iframe. I followed the guidelines from - here.
I added an "Account Detail Test" to the Account section with a "Link" column and a "View Frame" button. When this button is clicked, it sets the detail record field values into session storage. Here is an example of the logic I implemented: Code of UsrFrameControl: Code of UsrModalPage: Code of test detail on account page: The main point is to store the link in session storage. To achieve this, I added a "Link" column to the detail. In the FrameControl module, you read this value and set it as the src attribute of the iframe.
Can I set column values when using crt.CopyRecordRequest ? I have a use case where I need to create a copy of the record but change several column values in the new record. Is there a way to do it?
If this is from the Copy menu on a list, then you'd have to change that to use your own request, then copy, set the values, insert, in your own custom code.
If this is from the Copy menu on a list, then you'd have to change that to use your own request, then copy, set the values, insert, in your own custom code.
I was just calling the request from the button. Another thing is that if you call it from any page other than [object]_ListPage it’ll open the classic ui page, rather than the freedom UI page. I’ll definitely give the approach you described a try, I’m sure it’ll work. Thanks a lot!
Hello community, I want to create API Service from creatio that return object data with the detail (json with hierarchical data). lets say i want to get 'Account' with Orders, Lead, and else that connected with 'Account' in one endpoint.
I think about create Custom web services, anyone have script with similar case or have suggestion for this case?
You'll just need to design the objects you're returning and make it something like this:
[DataContract]publicclass OrderPayload
{[DataMember(Name ="id")]public Guid Id { get; set;}[DataMember(Name ="Number")]public string Number { get; set;}}[DataContract]publicclass AccountPayload
{[DataMember(Name ="name")]public string Name { get; set;}[DataMember(Name ="orders")]public List<OrderPayload> Orders { get; set;}}
Then you populate that as needed in the webserivce. The AccountPayload is the top level of the objects, so that is what the method would return. You'd populate like this (obviously from some data you read from an ESQ etc):
var account =new AccountPayload();
account.Name="Some account";
account.Orders=new List<OrderPayload>();
account.Orders.Add(someOrder1);
account.Orders.Add(someOrder2);// now return account
Hope this helps get you started in the right direction.
You'll just need to design the objects you're returning and make it something like this:
[DataContract]publicclass OrderPayload
{[DataMember(Name ="id")]public Guid Id { get; set;}[DataMember(Name ="Number")]public string Number { get; set;}}[DataContract]publicclass AccountPayload
{[DataMember(Name ="name")]public string Name { get; set;}[DataMember(Name ="orders")]public List<OrderPayload> Orders { get; set;}}
Then you populate that as needed in the webserivce. The AccountPayload is the top level of the objects, so that is what the method would return. You'd populate like this (obviously from some data you read from an ESQ etc):
var account =new AccountPayload();
account.Name="Some account";
account.Orders=new List<OrderPayload>();
account.Orders.Add(someOrder1);
account.Orders.Add(someOrder2);// now return account
Hope this helps get you started in the right direction.
I want to add a field validation in freedom ui, like, it's a date field then i want to impose a condition if date selected by the user is backdate then don't allow the record to be saved.(Freedom UI)
Hey, So for example if you have a date field as dateofPM and you want to prevent the user to choose a date, which is before the date of the CreatedOn of the record Below is a Example of the code:
Thanks Ryan, I tried this, but it didn't work, I will share my code here of this approach meanwhile I tried applying validation popup using handler, if you can suggest me any handler/function which will prevent saving the record if the control passes to this handler? this is my handler code:
I want to confirm that this logic is setup correctly. We want to send an email every three months on the 17th to remind our customers of a specific benefit. The logic is already in place from an audience standpoint.
The timer element in the campaign setup is slightly confusing. Based on this logic below: Will the email launch at 8:00 AM beginning on July 17th and then recur on the 17th every 3 months? The delivery timeframe parameter of the email is from 8:00-9:00 AM. Thanks in advance.
