Hi Community,

 

I have to create a concatenated field based on two other fields in the object. Ex. Officer full name from officer first name and officer last name. Is there a way to do it in Creatio? Thanks in advance!

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An easy approach is to create a process that triggers on the record being added or being updated in the officer first name or officer last name fields. Read the record to get the values, then update it with the value concatenated. 

Entity-level calculated fields would be so helpful for these kinds of use cases. Needing to create business processes manually for every calculated field is quite cumbersome and can be the source of issues, and with the aim being less code, having configurable calculated fields at the entity level would surely be a win!

Harvey Adcock,

Completely agree. I would love for these types of values to be completely virtual and simply return the results of a calculation rather than be stored in the database.

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Hi Team,

 

Could anyone please help me achieving the things below?

 

I have added two custom attributes in the client module.

 

One of lookup type and the other for text. As soon as the user selects the value in the Title Dropdown, the Description text field should be auto-populated with the corresponding value of description being fetched from a data source of Title.

 

The source lookup is as follows:

 

attributes: {

 "UsrTitle": {
         dataValueType: Terrasoft.DataValueType.LOOKUP,
         type: Terrasoft.ViewModelColumnType.VIRTUAL_COLUMN,
                  isSimpleLookup: true,

                   referenceSchemaName: "UsrTitle",

                   isRequired: true,
       },

          "UsrDescription": {
         dataValueType: Terrasoft.DataValueType.MAXSIZE_TEXT,
         type: Terrasoft.ViewModelColumnType.VIRTUAL_COLUMN, 
         value: ""
       }

}

 

    diff: [
                
                {
                    "operation": "insert",
                    "name": "MyMenu",
                    "propertyName": "items",
                    "values": {
                        "generateId": false,
                        "itemType": Terrasoft.ViewItemType.CONTAINER,
                        "items": []
                    }
                },
      
              {
         "operation": "insert",
         "parentName": "MyMenu", // The container where the input box will be added
         "propertyName": "items",
         "name": "UsrTitle",
         "values": {
           "bindTo": "UsrTitle", 
           "labelConfig": {
             "caption": "Title"
           },
         },
           "bindTo": "UsrTitle",
                    
                "enabled": true,
                    
                "contentType": 3
       },
                  
            {
         "operation": "insert",
         "parentName": "MyMenu", 
         "propertyName": "items",
         "name": "UsrDescription",
         "values": {
           "bindTo": "UsrDescription", 
           "labelConfig": {
             "caption": "Description"
           },
            "contentType": 0,
        "layout": {
            "column": 4,
            "row": 5,
            "colSpan": 20,
            "rowSpan": 4
        },
           "controlConfig": {
             "placeholder": "Enter your text here"
           },
           "classes": {
             "wrapClassName": ["custom-input-box-class"]
           }
         }
       },
         {
       "operation": "insert",
       "parentName": "MyMenu",
       "propertyName": "items",
       "name": "MainContactButton",
      
       "values": {
      
           "itemType": Terrasoft.ViewItemType.BUTTON,
         
           "caption":"Create Ticket",
           
           "enabled": true
       }
   },
 ]

 

 

Please note that this is a custom client module which does not belong to a section, hence not able to achieve this using the OOTB business rules. Kindly help!

 

Thanks,

Sarika

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Best reply

First of all, you'll need to have a change event for when the lookup attribute it selected, add something like this to the lookuip attribute: 

"UsrTitle": {
    dataValueType: Terrasoft.DataValueType.LOOKUP,
    type: Terrasoft.ViewModelColumnType.VIRTUAL_COLUMN,
    isSimpleLookup: true,
    referenceSchemaName: "UsrTitle",
    isRequired: true,
    onChange: "getTitleDescription"
}

Then, add the getTitleDescription method to the methods. When a value is selected this will get called and you can go retrieve the description via an EntitySchemaQuery to set in the other attribute:

getTitleDescription: function() {
    var title = this.get("UsrTitle");
    // now do an esq to get the description using title.value and then set in the description attribute
}

You could try adding the Description to the lookup attribute's lookupListConfig to avoid the esq, but I am not sure if that works for a virtual lookup attribute. However, doing an esq there would work fine.

Ryan

First of all, you'll need to have a change event for when the lookup attribute it selected, add something like this to the lookuip attribute: 

"UsrTitle": {
    dataValueType: Terrasoft.DataValueType.LOOKUP,
    type: Terrasoft.ViewModelColumnType.VIRTUAL_COLUMN,
    isSimpleLookup: true,
    referenceSchemaName: "UsrTitle",
    isRequired: true,
    onChange: "getTitleDescription"
}

Then, add the getTitleDescription method to the methods. When a value is selected this will get called and you can go retrieve the description via an EntitySchemaQuery to set in the other attribute:

getTitleDescription: function() {
    var title = this.get("UsrTitle");
    // now do an esq to get the description using title.value and then set in the description attribute
}

You could try adding the Description to the lookup attribute's lookupListConfig to avoid the esq, but I am not sure if that works for a virtual lookup attribute. However, doing an esq there would work fine.

Ryan

Ryan Farley,

 

Thanks. it worked.

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Hello,

 

I'm trying to create a rest service using the AFT Repository (2.0.2.4) and everything works as expected until I save the context when I get the error below. 

 

What I am missing?

 

Thanks,

Jose

 

Newtonsoft.Json.JsonSerializationException: Unable to find a constructor to use for type ATF.Repository.Providers.ResponseStatus. A class should either have a default constructor, one constructor with arguments or a constructor marked with the JsonConstructor attribute. Path 'responseStatus.ErrorCode', line 1, position 31.
  at Newtonsoft.Json.Serialization.JsonSerializerInternalReader.CreateObject(JsonReader reader, Type objectType, JsonContract contract, JsonProperty member, JsonContainerContract containerContract, JsonProperty containerMember, Object existingValue)
  at Newtonsoft.Json.Serialization.JsonSerializerInternalReader.CreateValueInternal(JsonReader reader, Type objectType, JsonContract contract, JsonProperty member, JsonContainerContract containerContract, JsonProperty containerMember, Object existingValue)
  at Newtonsoft.Json.Serialization.JsonSerializerInternalReader.PopulateObject(Object newObject, JsonReader reader, JsonObjectContract contract, JsonProperty member, String id)
  at Newtonsoft.Json.Serialization.JsonSerializerInternalReader.CreateObject(JsonReader reader, Type objectType, JsonContract contract, JsonProperty member, JsonContainerContract containerContract, JsonProperty containerMember, Object existingValue)
  at Newtonsoft.Json.Serialization.JsonSerializerInternalReader.CreateValueInternal(JsonReader reader, Type objectType, JsonContract contract, JsonProperty member, JsonContainerContract containerContract, JsonProperty containerMember, Object existingValue)
  at Newtonsoft.Json.Serialization.JsonSerializerInternalReader.Deserialize(JsonReader reader, Type objectType, Boolean checkAdditionalContent)
  at Newtonsoft.Json.JsonSerializer.DeserializeInternal(JsonReader reader, Type objectType)
  at Newtonsoft.Json.JsonSerializer.Deserialize(JsonReader reader, Type objectType)
  at Newtonsoft.Json.JsonConvert.DeserializeObject(String value, Type type, JsonSerializerSettings settings)
  at Newtonsoft.Json.JsonConvert.DeserializeObject[T](String value, JsonSerializerSettings settings)
  at Newtonsoft.Json.JsonConvert.DeserializeObject[T](String value)
  at ATF.Repository.Providers.RemoteDataProvider.BatchExecute(List`1 queries)
  at ATF.Repository.AppDataContext.Save()
  at C2C.CreatioDataIntegration.AppealDocumentManagement.Save() in C:\tfs\C2C_QLS\QLS\CreatioDataIntegration\CreatioDataIntegration\AppealDocumentManagement.cs:line 71
  at C2C.CreatioDataIntegration.AppealDocumentManagement.Add(AppealDocumentRequest request) in C:\tfs\C2C_QLS\QLS\CreatioDataIntegration\CreatioDataIntegration\AppealDocumentManagement.cs:line 65
  at Program.<>c.<<$>b__0_2>d.MoveNext() in C:\tfs\C2C_QLS\QLS\CreatioDataIntegration\CreatioDataIntegration\Program.cs:line 61
--- End of stack trace from previous location ---
  at Microsoft.AspNetCore.Http.RequestDelegateFactory.ExecuteTaskResult[T](Task`1 task, HttpContext httpContext)
  at Microsoft.AspNetCore.Http.RequestDelegateFactory.<>c__DisplayClass102_2.<b__2>d.MoveNext()
--- End of stack trace from previous location ---
  at Swashbuckle.AspNetCore.SwaggerUI.SwaggerUIMiddleware.Invoke(HttpContext httpContext)
  at Swashbuckle.AspNetCore.Swagger.SwaggerMiddleware.Invoke(HttpContext httpContext, ISwaggerProvider swaggerProvider)
  at Microsoft.AspNetCore.Authorization.AuthorizationMiddleware.Invoke(HttpContext context)
  at Microsoft.AspNetCore.Authentication.AuthenticationMiddleware.Invoke(HttpContext context)
  at Microsoft.AspNetCore.Diagnostics.DeveloperExceptionPageMiddlewareImpl.Invoke(HttpContext context)

 

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Hello,

 

I'm following the clio tutorial to install Creatio from CLI, but I'm getting the error below. Any ideas on what I'm missing?
 

Thanks,

Jose 
 

clio version '6.1.0.37'


[ERR] - The requested service 'Clio.Command.CreatioInstallCommand.InstallerCommand' has not been registered. To avoid this exception, either register a component to provide the service, check for service registration using IsRegistered(), or use the ResolveOptional() method to resolve an optional dependency.
 

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Hello,
 

The clio application is supported directly by the application developers on the github page.

We encourage you to consult our comprehensive documentation and engage with our GitHub community for assistance.


You can also ask your question and describe the error using this link.

 

https://github.com/Advance-Technologies-Foundation/clio/issues?q=is%3Ai…
 

Thank you.

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Hello,

 

I'm following this tutorial Lesson 1 - Installing clio (youtube.com) on VS Code, but when I get to the clio apps step I get this error:

 

[ERR] - Environment with key 'dev' not found. Check youre config file or command arguments.

Any ideas what I'm missing?

Thanks,
Jose

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Basically, clio creates it's own config file where it writes the configured environments to (on windows typically stored at C:\Users[username]\AppData\local\creatio\clio\appsettings.json). I believe by default it has an environment named "dev", but you can remove that. Can you give more info on the command you're running when you get the error? 

Ah, missed you said you're running clio apps. Try opening the config file I mentioned and change "ActiveEnvironmentKey" from "dev" to blank ""

Ryan Farley,

Thanks Ryan. That worked.

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diff: /**SCHEMA_DIFF*/[
         {
            
       "operation": "merge",
       "name": "DataGrid",
       "values": {
               "activeRowAction": {bindTo: "onActiveRowAction"},
               "activeRowActions": [
                       {
                               "className": "Terrasoft.Button",
                               "style":this.Terrasoft.controls.ButtonEnums.style.BLUE,
                               "markerValue": "myButtonAction",
                               "tag": "myAction",
                               "caption": "View image",
                               "enabled": false,
                               "visible":{bindTo: "IsButtonVisible"},
                         
                                 
                       }
               ],
               // "visible": {"bindTo": "isButtonVisible"},
               
       }
}
       ]/**SCHEMA_DIFF*/,
        methods: {
            isButtonVisible: function()
            {
           console.log("hello");
           const activerow= this.get("ActiveRow");
           if(activerow)
            {
 
              var msg= this.getActiveRow().get("UsrMessage") ;
               if(msg==="hello"){return false;}
               
            }
           return true;
             
         }
       }
    };

I tried adding button, and when giving visible:true, it is working fine, now i want to hide that button from some records of detail based on some condition so i bind it with the function, but it is not working, the function is not getting called/executed, when i am doing it at grid level then it is working fine, but not working on button, is there something am i missing or doing wrong, i even tried it using attribute and setting it's value in the function

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I've never been successful with binding values in ActiveRowActions to attributes to change them after render. They don't seem to have the same bindings as other view model elements do. The only way I've been able to get this to work is to modify the dom elements on row select to manipulate, which is a bit hacky. Alternatively, just add logic to the button click to validate if the action can be performed or not, which isn't ideal either.

Ryan

Ryan Farley,

Can you please elaborate on modifying dom elements, how can i do that, because that's the only option i can see too

 

Shaurydeep Saxena,

try checking this code in GridUtilities

switchActiveRowActions: function() {
            const grid = this.getCurrentGrid();
            if (!grid) {
                return;
            }
            const activeRowActions = grid.activeRowActions;
            if (activeRowActions) {
                const schemaActiveRowActions = this.get("ActiveRowActions");
                if (!schemaActiveRowActions) {
                    this.set("ActiveRowActions", activeRowActions);
                }
            }
            if (this.get("IsCardVisible") === true) {
                grid.activeRowActions = [];
            } else {
                grid.activeRowActions = this.get("ActiveRowActions");
            }
        },

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Hi Community Members,

 

I have two tables: contact & account details (banking products) one to many mapping linked via customer id (sample data attached). I need to find all the contacts that don't have a particular account type say IRA SAVINGS in the given example. When I am applying filters (screenshot attached) - it gives me cust_id 2 as well since it has checking account as well although I want it to give me only cust_id 1. How can I apply this filter? Thanks

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Try changing

  1. "count > 0" to "count = 0" 
  2. then change "AccountType != IRA SAVINGS" to "AccountType = IRA SAVINGS"

Ryan

Ryan Farley,

That worked, thanks Ryan

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Hello community,

 

is it possible to show on widget indicator the sign + when the number is positive?

I tried to setting the format formula "+0;-#" but it doesn't work.

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Yes please , or have it change to green/red if positive/negative --> in nocode :P

Hello,

 

Unfortunately there's no possibility to set this up in the system at the moment. However, we have registered this idea for our R&D team so they could review the possibility of adding such functionality in future releases.

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I need to add a PushButton for all records, but I didnt find solution only in Classic UI

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Hello.

 

I'm trying to save a pdf file that i get from a service web, the file comes in a base64 string so i use a script to convert it to a pdf and save it in Creatio, I have this code that works fine for the Accounts section but when i want to save the file in  a Custom section, the process send me an error sometimes because it doesnt find the Id other because it says that the duplicate key value violates unique constraint.

 

This is the code that works in the Accounts Section.

 

var base64FileString = Get<string>("Base64File");
var accountId = Get<Guid>("AccountId");
 
var attachFileType = new Guid("529bc2f8-0ee0-df11-971b-001d60e938c6");
var fileName = Get<string>("NameFile"); // set proper file type
 
var entity = UserConnection.EntitySchemaManager.GetInstanceByName("AccountFile");
var fileEntity = entity.CreateEntity(UserConnection);
fileEntity.SetDefColumnValues();
fileEntity.SetColumnValue("AccountId", accountId);
fileEntity.SetColumnValue("TypeId", attachFileType);
fileEntity.SetColumnValue("Name",fileName);
fileEntity.SetBytesValue("Data", Convert.FromBase64String(base64FileString));
fileEntity.Save();
return true; 

 

And this is the code that I want to use in the custom section

 

var base64FileString = Get<string>("Base64File");
var resguardoId = Get<Guid>("ResguardoId");
 
var attachFileType = new Guid("529bc2f8-0ee0-df11-971b-001d60e938c6");
var fileName = Get<string>("NameFile"); // set proper file type
 
var entity = UserConnection.EntitySchemaManager.GetInstanceByName("SysFile");
var fileEntity = entity.CreateEntity(UserConnection);
fileEntity.SetDefColumnValues();
fileEntity.SetColumnValue("ResguardoId", resguardoId);
fileEntity.SetColumnValue("TypeId", attachFileType);
fileEntity.SetColumnValue("Name",fileName);
fileEntity.SetBytesValue("Data", Convert.FromBase64String(base64FileString));
fileEntity.Save();
return true; 

 

 

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The SysFile entity doesn't, and won't, have a "ResguardoId" column. It has generic columns so it can work with any entity. Instead of setting ResguardoId, set the following: 

  • RecordId - the Id of the record (the value for ResguardoId)
  • RecordSchemaName - the name of the entity for the RecordId (whatever the entity name is for ResguardoId)

Ryan

Ryan Farley,

 

Thank you 

 

I'm made the change, the process starts without any error but the file is not save it in the record.

 

var base64FileString = Get&lt;string&gt;("Base64File");
var recordId = Get&lt;Guid&gt;("RecordId");
 
var attachFileType = new Guid("529bc2f8-0ee0-df11-971b-001d60e938c6");
var fileName ="New.pdf"; // set proper file type
 
var entity = UserConnection.EntitySchemaManager.GetInstanceByName("SysFile");
var fileEntity =  entity.CreateEntity(UserConnection);
fileEntity.SetDefColumnValues();
fileEntity.SetColumnValue("RecordId", recordId);
fileEntity.SetColumnValue("TypeId", attachFileType);
fileEntity.SetColumnValue("Name",fileName);
fileEntity.SetBytesValue("Data", Convert.FromBase64String(base64FileString));
fileEntity.Save();
return true; 

Laura Jurado,

You also need to populate the RecordSchemaName property - refer back to my previous comment.

Ryan

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