Question
objects
cases
Studio_Creatio
8.0
Not able to create a case using multiple Objects In Creatio
Bala Koteswarareddy
13:06 May 22, 2024

When we are creating a case using single object, the cases are getting created. But when we are trying to create using multiple objects we are getting the null response. I'm posting the requests and response and the screenshots below.

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Multiple objects.png
Single Object.png
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2 comments
Best reply
Oleg Drobina
19:24 May 30, 2024

Hello,

 

The InsertQuery endpoint in the DataService doesn't support an array of objects in the body. If you are using InsertQuery for data creation, you can pass only one record (object) in the body. You can use BatchQuery, which contains an array of InsertQueries, or other endpoints of the DataService to create multiple records.

 

More information about DataService can be found here: https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/dataservice-references

 

But I recommend using the OData v4 API for data access from an integration. You can find additional information about OData v4 in the Creatio Academy article here: https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/category/odata

 

Also here is a body for the BatchQuery (example) to insert two case records into the system (maybe it will be helpful). The endpoint to call is /0/DataService/json/SyncReply/BatchQuery (POST request):

{
   "items":[
      {
         "__type":"Terrasoft.Nui.ServiceModel.DataContract.InsertQuery",
         "operationType":1,
         "rootSchemaName":"Case",
         "columnValues":{
            "items":{
               "CreatedBy":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":{
                        "displayValue":"Supervisor",
                        "primaryColorValue":null,
                        "value":"410006e1-ca4e-4502-a9ec-e54d922d2c00"
                     }
                  }
               },
               "ModifiedBy":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":{
                        "displayValue":"Supervisor",
                        "primaryColorValue":null,
                        "value":"410006e1-ca4e-4502-a9ec-e54d922d2c00"
                     }
                  }
               },
               "Number":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":1,
                     "value":null
                  }
               },
               "Subject":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":1,
                     "value":"Test (from Postman 1)"
                  }
               },
               "Symptoms":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":1,
                     "value":null
                  }
               },
               "Owner":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":null
                  }
               },
               "ResponseDate":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":7,
                     "value":null
                  }
               },
               "SolutionDate":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":7,
                     "value":null
                  }
               },
               "Status":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":{
                        "displayValue":"New",
                        "primaryColorValue":"#0058EF",
                        "value":"ae5f2f10-f46b-1410-fd9a-0050ba5d6c38"
                     }
                  }
               },
               "Priority":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":{
                        "displayValue":"Medium",
                        "primaryColorValue":null,
                        "value":"d9bd322c-f46b-1410-ee8c-0050ba5d6c38"
                     }
                  }
               },
               "Origin":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":{
                        "displayValue":"Call",
                        "primaryColorValue":null,
                        "value":"5e5e202a-f46b-1410-3692-0050ba5d6c38"
                     }
                  }
               },
               "Account":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":null
                  }
               },
               "Contact":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":{
                        "IsChanged":false,
                        "PrimaryModelMode":"update",
                        "HasUnsavedData":false,
                        "value":"c4ed336c-3e9b-40fe-8b82-5632476472b4",
                        "displayValue":"Andrew Baker (sample)",
                        "State":"Active"
                     }
                  }
               },
               "Group":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":null
                  }
               },
               "RespondedOn":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":7,
                     "value":null
                  }
               },
               "SolutionProvidedOn":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":7,
                     "value":null
                  }
               },
               "ClosureDate":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":7,
                     "value":null
                  }
               },
               "ClosureCode":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":null
                  }
               },
               "Solution":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":1,
                     "value":null
                  }
               },
               "SatisfactionLevel":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":null
                  }
               },
               "Category":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":null
                  }
               },
               "SatisfactionLevelComment":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":1,
                     "value":null
                  }
               },
               "ServiceItem":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":null
                  }
               },
               "ServicePact":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":null
                  }
               },
               "FirstSolutionProvidedOn":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":7,
                     "value":null
                  }
               },
               "SolvedOnSupportLevel":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":null
                  }
               },
               "SupportLevel":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":{
                        "displayValue":"1st-line support",
                        "primaryColorValue":null,
                        "value":"ff7f2f92-f36b-1410-3d9c-0050ba5d6c38"
                     }
                  }
               },
               "ParentCase":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":null
                  }
               }
            }
         },
         "queryKind":0
      },
      {
         "__type":"Terrasoft.Nui.ServiceModel.DataContract.InsertQuery",
         "operationType":1,
         "rootSchemaName":"Case",
         "columnValues":{
            "items":{
               "CreatedBy":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":{
                        "displayValue":"Supervisor",
                        "primaryColorValue":null,
                        "value":"410006e1-ca4e-4502-a9ec-e54d922d2c00"
                     }
                  }
               },
               "ModifiedBy":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":{
                        "displayValue":"Supervisor",
                        "primaryColorValue":null,
                        "value":"410006e1-ca4e-4502-a9ec-e54d922d2c00"
                     }
                  }
               },
               "Number":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":1,
                     "value":null
                  }
               },
               "Subject":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":1,
                     "value":"Test (from Postman 2)"
                  }
               },
               "Symptoms":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":1,
                     "value":null
                  }
               },
               "Owner":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":null
                  }
               },
               "ResponseDate":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":7,
                     "value":null
                  }
               },
               "SolutionDate":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":7,
                     "value":null
                  }
               },
               "Status":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":{
                        "displayValue":"New",
                        "primaryColorValue":"#0058EF",
                        "value":"ae5f2f10-f46b-1410-fd9a-0050ba5d6c38"
                     }
                  }
               },
               "Priority":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":{
                        "displayValue":"Medium",
                        "primaryColorValue":null,
                        "value":"d9bd322c-f46b-1410-ee8c-0050ba5d6c38"
                     }
                  }
               },
               "Origin":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":{
                        "displayValue":"Call",
                        "primaryColorValue":null,
                        "value":"5e5e202a-f46b-1410-3692-0050ba5d6c38"
                     }
                  }
               },
               "Account":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":null
                  }
               },
               "Contact":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":{
                        "IsChanged":false,
                        "PrimaryModelMode":"update",
                        "HasUnsavedData":false,
                        "value":"c4ed336c-3e9b-40fe-8b82-5632476472b4",
                        "displayValue":"Andrew Baker (sample)",
                        "State":"Active"
                     }
                  }
               },
               "Group":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":null
                  }
               },
               "RespondedOn":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":7,
                     "value":null
                  }
               },
               "SolutionProvidedOn":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":7,
                     "value":null
                  }
               },
               "ClosureDate":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":7,
                     "value":null
                  }
               },
               "ClosureCode":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":null
                  }
               },
               "Solution":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":1,
                     "value":null
                  }
               },
               "SatisfactionLevel":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":null
                  }
               },
               "Category":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":null
                  }
               },
               "SatisfactionLevelComment":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":1,
                     "value":null
                  }
               },
               "ServiceItem":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":null
                  }
               },
               "ServicePact":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":null
                  }
               },
               "FirstSolutionProvidedOn":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":7,
                     "value":null
                  }
               },
               "SolvedOnSupportLevel":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":null
                  }
               },
               "SupportLevel":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":{
                        "displayValue":"1st-line support",
                        "primaryColorValue":null,
                        "value":"ff7f2f92-f36b-1410-3d9c-0050ba5d6c38"
                     }
                  }
               },
               "ParentCase":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":null
                  }
               }
            }
         },
         "queryKind":0
      }
   ],
   "includeProcessExecutionData":true
}
Oleg Drobina
19:24 May 30, 2024

Hello,

 

The InsertQuery endpoint in the DataService doesn't support an array of objects in the body. If you are using InsertQuery for data creation, you can pass only one record (object) in the body. You can use BatchQuery, which contains an array of InsertQueries, or other endpoints of the DataService to create multiple records.

 

More information about DataService can be found here: https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/dataservice-references

 

But I recommend using the OData v4 API for data access from an integration. You can find additional information about OData v4 in the Creatio Academy article here: https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/category/odata

 

Also here is a body for the BatchQuery (example) to insert two case records into the system (maybe it will be helpful). The endpoint to call is /0/DataService/json/SyncReply/BatchQuery (POST request):

{
   "items":[
      {
         "__type":"Terrasoft.Nui.ServiceModel.DataContract.InsertQuery",
         "operationType":1,
         "rootSchemaName":"Case",
         "columnValues":{
            "items":{
               "CreatedBy":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":{
                        "displayValue":"Supervisor",
                        "primaryColorValue":null,
                        "value":"410006e1-ca4e-4502-a9ec-e54d922d2c00"
                     }
                  }
               },
               "ModifiedBy":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":{
                        "displayValue":"Supervisor",
                        "primaryColorValue":null,
                        "value":"410006e1-ca4e-4502-a9ec-e54d922d2c00"
                     }
                  }
               },
               "Number":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":1,
                     "value":null
                  }
               },
               "Subject":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":1,
                     "value":"Test (from Postman 1)"
                  }
               },
               "Symptoms":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":1,
                     "value":null
                  }
               },
               "Owner":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":null
                  }
               },
               "ResponseDate":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":7,
                     "value":null
                  }
               },
               "SolutionDate":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":7,
                     "value":null
                  }
               },
               "Status":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":{
                        "displayValue":"New",
                        "primaryColorValue":"#0058EF",
                        "value":"ae5f2f10-f46b-1410-fd9a-0050ba5d6c38"
                     }
                  }
               },
               "Priority":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":{
                        "displayValue":"Medium",
                        "primaryColorValue":null,
                        "value":"d9bd322c-f46b-1410-ee8c-0050ba5d6c38"
                     }
                  }
               },
               "Origin":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":{
                        "displayValue":"Call",
                        "primaryColorValue":null,
                        "value":"5e5e202a-f46b-1410-3692-0050ba5d6c38"
                     }
                  }
               },
               "Account":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":null
                  }
               },
               "Contact":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":{
                        "IsChanged":false,
                        "PrimaryModelMode":"update",
                        "HasUnsavedData":false,
                        "value":"c4ed336c-3e9b-40fe-8b82-5632476472b4",
                        "displayValue":"Andrew Baker (sample)",
                        "State":"Active"
                     }
                  }
               },
               "Group":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":null
                  }
               },
               "RespondedOn":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":7,
                     "value":null
                  }
               },
               "SolutionProvidedOn":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":7,
                     "value":null
                  }
               },
               "ClosureDate":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":7,
                     "value":null
                  }
               },
               "ClosureCode":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":null
                  }
               },
               "Solution":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":1,
                     "value":null
                  }
               },
               "SatisfactionLevel":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":null
                  }
               },
               "Category":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":null
                  }
               },
               "SatisfactionLevelComment":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":1,
                     "value":null
                  }
               },
               "ServiceItem":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":null
                  }
               },
               "ServicePact":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":null
                  }
               },
               "FirstSolutionProvidedOn":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":7,
                     "value":null
                  }
               },
               "SolvedOnSupportLevel":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":null
                  }
               },
               "SupportLevel":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":{
                        "displayValue":"1st-line support",
                        "primaryColorValue":null,
                        "value":"ff7f2f92-f36b-1410-3d9c-0050ba5d6c38"
                     }
                  }
               },
               "ParentCase":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":null
                  }
               }
            }
         },
         "queryKind":0
      },
      {
         "__type":"Terrasoft.Nui.ServiceModel.DataContract.InsertQuery",
         "operationType":1,
         "rootSchemaName":"Case",
         "columnValues":{
            "items":{
               "CreatedBy":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":{
                        "displayValue":"Supervisor",
                        "primaryColorValue":null,
                        "value":"410006e1-ca4e-4502-a9ec-e54d922d2c00"
                     }
                  }
               },
               "ModifiedBy":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":{
                        "displayValue":"Supervisor",
                        "primaryColorValue":null,
                        "value":"410006e1-ca4e-4502-a9ec-e54d922d2c00"
                     }
                  }
               },
               "Number":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":1,
                     "value":null
                  }
               },
               "Subject":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":1,
                     "value":"Test (from Postman 2)"
                  }
               },
               "Symptoms":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":1,
                     "value":null
                  }
               },
               "Owner":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":null
                  }
               },
               "ResponseDate":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":7,
                     "value":null
                  }
               },
               "SolutionDate":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":7,
                     "value":null
                  }
               },
               "Status":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":{
                        "displayValue":"New",
                        "primaryColorValue":"#0058EF",
                        "value":"ae5f2f10-f46b-1410-fd9a-0050ba5d6c38"
                     }
                  }
               },
               "Priority":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":{
                        "displayValue":"Medium",
                        "primaryColorValue":null,
                        "value":"d9bd322c-f46b-1410-ee8c-0050ba5d6c38"
                     }
                  }
               },
               "Origin":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":{
                        "displayValue":"Call",
                        "primaryColorValue":null,
                        "value":"5e5e202a-f46b-1410-3692-0050ba5d6c38"
                     }
                  }
               },
               "Account":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":null
                  }
               },
               "Contact":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":{
                        "IsChanged":false,
                        "PrimaryModelMode":"update",
                        "HasUnsavedData":false,
                        "value":"c4ed336c-3e9b-40fe-8b82-5632476472b4",
                        "displayValue":"Andrew Baker (sample)",
                        "State":"Active"
                     }
                  }
               },
               "Group":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":null
                  }
               },
               "RespondedOn":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":7,
                     "value":null
                  }
               },
               "SolutionProvidedOn":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":7,
                     "value":null
                  }
               },
               "ClosureDate":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":7,
                     "value":null
                  }
               },
               "ClosureCode":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":null
                  }
               },
               "Solution":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":1,
                     "value":null
                  }
               },
               "SatisfactionLevel":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":null
                  }
               },
               "Category":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":null
                  }
               },
               "SatisfactionLevelComment":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":1,
                     "value":null
                  }
               },
               "ServiceItem":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":null
                  }
               },
               "ServicePact":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":null
                  }
               },
               "FirstSolutionProvidedOn":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":7,
                     "value":null
                  }
               },
               "SolvedOnSupportLevel":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":null
                  }
               },
               "SupportLevel":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":{
                        "displayValue":"1st-line support",
                        "primaryColorValue":null,
                        "value":"ff7f2f92-f36b-1410-3d9c-0050ba5d6c38"
                     }
                  }
               },
               "ParentCase":{
                  "expressionType":2,
                  "parameter":{
                     "dataValueType":10,
                     "value":null
                  }
               }
            }
         },
         "queryKind":0
      }
   ],
   "includeProcessExecutionData":true
}
Bala Koteswarareddy
13:45 Jun 04, 2024

Thank you,it is working as expected 

Show all comments
Question
OAuth
OAuth2.0
Studio_Creatio
7.18
Client secret
Mythravarun Bojanapally
12:32 May 22, 2024

I want to know my client secret in creatio studio's system settings, but it is encrypted how can I know what it is to integrate my application with creatio

Like 1

Like

1 comments
Alona Dolya
22:10 May 23, 2024

Hello!

You cannot decrypt the encrypted field. 
The data in the secret field is hidden because it contains confidential information for a specific system. 
You don't need the secret key from system settings to set up OAuth integration. Please follow the instructions provided to resolve the issue:
https://academy.creatio.com/docs/8.x/setup-and-administration/on-site-d…

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Question
Studio_Creatio
8.0
How to Handle Overlapping Data in Graphs for Better Readability in Creatio?
Satyam Kumar
12:54 May 21, 2024

Hi Creatio Community,

I am currently facing an issue with the graphical representation of data in Creatio and would appreciate any advice or solutions you might have.
 

I am trying to demonstrate the data of each month every year using a graph. However, due to the large volume of data, the graph becomes cluttered and the data points overlap, making it difficult to read.

Is there a way to make the graph scrollable in Creatio, or any other method to represent the data in such a way that it becomes more readable and less cluttered?

 

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1 comments
Rob Watson
13:15 May 21, 2024

does the graph need to span such a wide period? Could you not have a graph for each year and one which compares all the years? Try also changing the graph to a bar so the period runs vertically.

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Question
Studio_Creatio
8.0
recordpermission
Applying record permission on a Section by its field Based on User's Contact in Creatio
Satyam Kumar
09:30 May 21, 2024

Hello Creatio Community,

I am currently working with two sections in Creatio: "Contact" and "Line Item." Both sections contain a common field, "Territory ID." My goal is to ensure that whenever a User opens the "Line Item" section, they can only access those records where the "Territory ID" matches the "Territory ID" of their contact.

The challenge I'm facing is that the "Line Item" section contains more than 3 million records, and using a business process to apply permission on these records is taking a considerable amount of time.

Could anyone suggest a more efficient way to achieve this filtering? Any advice, examples, or insights would be greatly appreciated.

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3 comments
Mariia Sorochan
21:46 May 21, 2024

Hello!

 

Please note that such logic can be implemented only by creating a business process. 

 

Best regards,

Mariia

Sarika Sharma
10:04 Jun 04, 2024

Hi Team,

 

With our current process taking days to run, the system is overloaded. We need a faster solution. Can you propose an alternative approach?

Alona Dolya
20:41 Jun 05, 2024

Hello!

Could you please clarify how you imagine this being implemented? Do we need to restrict access rights to the entire record or just to specific fields, since the values of the fields can be hidden at the client logic level?

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Question
FilterLookup_FreedomUI_FormPage
look up filters
Studio_Creatio
8.0
Applying Filter on Lookup Field in Inline Editing details record in Freedom UI (Detail Object in Classic UI)
Satyam Kumar
09:15 May 21, 2024

I am writing to request assistance with applying a filter on a lookup field within a detail while performing inline editing of a record on a Freedom UI page in Creatio. The object of this detail resides in the Classic UI.

Could you please provide guidance on how to achieve this functionality? Any examples, documentation, or step-by-step instructions would be greatly appreciated.

Thank you

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1 comments
Mira Dmitruk
14:32 May 21, 2024

Hello,

 

Please note that this can be setup with the help of business rules, you can find the detailed instructions in this Academy article:
https://academy.creatio.com/docs/8.x/no-code-customization/customization-tools/ui-and-business-logic-customization/freedom-ui-business-rules


You can set it up either for the detail element or for the object itself, you can try the latter to achieve your business goal.

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Question
Studio_Creatio
8.0
Keep getting popup when trying to set da
Chantal Lovell
19:11 May 17, 2024

Hello all.

 

There is an object in my package that isn't opening the form page when I try to create a new record. In Advanced settings, the default page for this specific object displays "Page removed". 

 

When I tried to replace the "Page removed" with the actual existing & working page for the object, upon Publication I received the following pop-up:

Addonpage

 

 

However, when I changed the page setup from the list page (by clicking on the "New" button seen below), the form page would open and function as intended. To double-check that this issue was finally fixed, I checked the page setup again in the Advanced settings. Unfortunately, the same popup & "Page removed" issues presented themselves again but the form page was opening & working.

New button

This problem is presenting issues when I try to export the package that the object is in; I am unable to create new records for the object in the trial instance since there is technically no "form page" for the object.

 

Any help/guidance on how to resolve this would be greatly appreciated.

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1 comments
Kalymbet Anastasia
13:53 May 30, 2024

Hello,

 

Double-check that all elements involved are in the same package you're exporting. Missing elements might be in separate packages.

Review which page the problematic element belongs to and verify its referenced components are also included and accessible.

 

Review the Addon metadata to ensure the problematic element is correctly defined and linked to the appropriate page.

Examine the addon metadata to confirm the problematic element's existence and its proper association with the relevant page.

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Question
Studio_Creatio
8.0
"Apply filter by page data" option is missing.
Stefano Bassoli
09:59 May 17, 2024

Hello community,

 

I'm trying to add to the account form page a chart, but in the chart settings panel the "Apply filter by page data" option is missing.

I can try to add in the code page the json snippet founded in the Opportunity form page, but is there any other way to do it?

File attachments
2024-05-17_07h48_58_0.png
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2 comments
Ryan Farley
16:57 May 17, 2024

This works different for a chart since each series has it's own data and you can connect each series to the page data differently. You have to first define the series. Once you add a series, the name of the series will appear there and then you can click it to connect to page data. 

Ryan

Stefano Bassoli
17:20 May 17, 2024

Ryan Farley,

Thank you very much!

it works!

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Question
Studio_Creatio
8.0
 Terrasoft.Configuration.Tests.csproj not found
Abubaker Sherif
07:23 May 17, 2024


I am following this article 
 

https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/development-tools/testing/examples/add-tests-for-the-custom-class#title-2118-3
 

I am not able to find the file named Terrasoft.Configuration.Tests.csproj in the file provided application .zip file.
 


 

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1 comments
Dmytro Vovchenko
17:22 May 30, 2024

Hello,
Terrasoft.Configuration.Tests.csproj is just an example of how the project can be named. The needed csproj file should be located at this path \Terrasoft.WebApp\Terrasoft.Configuration\Pkg\{your package}\Files

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Question
Studio_Creatio
8.0
"numberFormatId" object "SysUserProfile"
Paulo Victor Figorelli
00:06 May 16, 2024

Hello,

 

some of my users are having problems to se their "format number" in the Profile User page.

They get a permission error, as administrator I don´t get this error when doing the same action.

 

Any idea on what object I should change/allow to the users to fix this?

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3 comments
Best reply
Julio.Falcon_Nodos
19:20 May 16, 2024

Something Creatio miss to configure when add this feature. You must go to Object Permissions, search for "SysUserProfile" and add the permission there, search "Number Format" and add users

Paulo Victor Figorelli
15:36 May 16, 2024

Julio.Falcon_Nodos
19:20 May 16, 2024

Something Creatio miss to configure when add this feature. You must go to Object Permissions, search for "SysUserProfile" and add the permission there, search "Number Format" and add users

Paulo Victor Figorelli
20:50 May 16, 2024

Thank you Julio, it worked.

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Question
c#
script task
Studio_Creatio
8.0
Reference for the C# Script Task Queries for CRUD Operations
Ajay
15:40 May 15, 2024

Greetings Community,

 

     Could someone provide me with references for Script Task queries related to CRUD operations on Creatio objects?

 

      Are there any examples or references available for sample scripts and C# functions regarding the Script Task element suitable for beginners?

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2 comments
Mira Dmitruk
14:28 May 16, 2024

Hello,

 

As the first step, we recommend you to check our Academy article on Script Task process element that includes both instructions and examples of working with it. You can also use Academy and Community for searching examples of implementation of some more specific requests using the key words.

https://academy.creatio.com/docs/8.x/no-code-customization/bpm-tools/pr…

Ajay
10:23 May 17, 2024

Hello Mira,

 

Thank you for your reply. I have reviewed the Academy article on the Script Task Process element. Also, executed on Creatio platform.

 

I am now interested in learning more about what we can accomplish with the Script Task element. Is there any additional information or examples available for Script element? 

 

regards, 

Ajay

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