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"?

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Hello,

 

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.

Kalymbet Anastasia,

Thank you for your input. Appreciated. 

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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.

Thank you in advance!

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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:1
Code of UsrFrameControl:
1
Code of UsrModalPage:
1
Code of test detail on account page:
2
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.

Hope this helps!
 

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Mobile Creatio lets you send logs to system administrators. To do this:

1.Make sure the “Email for sending permission requests” (“MobileEmailForPermissionRequests” code) system setting includes the correct email address.

2.Open the settings page. Instructions: Mobile Creatio settings page.

3.Tap the Send logs button.

As a result, the logs will be sent to system administrators.

The above steps was not working ,could you please provide more info on this.

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Hello,

 

Could you please specify what exactly does not work? At what step do you experience difficulties? Do you receive any errors during the process?

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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? 
 

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If this is being done via a model copy (See https://customerfx.com/article/copying-a-record-from-client-side-code-using-the-model-class-in-a-creatio-freedom-ui-page/) then yes, you can update values, then finally insert the new record that was created from the copy. The article linked shows how to do this.

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.

Ryan

If this is being done via a model copy (See https://customerfx.com/article/copying-a-record-from-client-side-code-using-the-model-class-in-a-creatio-freedom-ui-page/) then yes, you can update values, then finally insert the new record that was created from the copy. The article linked shows how to do this.

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.

Ryan

Hi Ryan, 

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!

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how to change the sorting method in lookups in FREEDOM UI

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There's a few post in the forums outlining that, I also have the steps written up here: https://customerfx.com/article/sorting-a-dropdown-lookup-on-a-creatio-freedom-ui-page/

Ryan

There's a few posts in the forums detailing this, I also have the steps written up here: https://customerfx.com/article/sorting-a-dropdown-lookup-on-a-creatio-freedom-ui-page/

Ryan

Ryan Farley,

hello thank you for your help but iam trying to sort the type lookup in account form page and trired you soluation but did not work

Saad Mohamed,

Hello,
Unfortunately, there are no basic system tools to change the alphabetical filtration order. To implement a custom filtration order, additional development will be needed. You can check the below posts where similar business tasks have been already discussed: https://community.creatio.com/questions/sorting-values-lookup-field-besides-alphabetic-order https://community.creatio.com/questions/sorting-drop-down-lookup https://community.creatio.com/questions/freedom-ui-sorting-lookup https://community.creatio.com/questions/change-order-lookup-values-list In addition, a task has already been registered in our R&D team to consider and implement such a feature in future releases

Antonii Viazovskyi,

It's likely that you're using an incorrect attribute name for the sort (which is based on the attribute name the lookup is bound to). There's a post in the forums that outlines sorting the Account Type lookup specifically here (see comment from John Kingsbury): https://community.creatio.com/questions/possibility-order-options-drop-down-menu-freedom-ui

Ryan

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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?

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You'll just need to design the objects you're returning and make it something like this: 

[DataContract]
public class OrderPayload
{
    [DataMember(Name = "id")]
    public Guid Id { get; set; }
    [DataMember(Name = "Number")]
    public string Number { get; set; }
}
 
[DataContract]
public class 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.

Ryan

You'll just need to design the objects you're returning and make it something like this: 

[DataContract]
public class OrderPayload
{
    [DataMember(Name = "id")]
    public Guid Id { get; set; }
    [DataMember(Name = "Number")]
    public string Number { get; set; }
}
 
[DataContract]
public class 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.

Ryan

Hello!

 

Additionally, you can read more about custom web services here.

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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)

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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:
 

Hope this helps.

 

thanks but i want it in freedom ui, so where to write this js code

Ryan Farley,

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:

 

 

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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.

Best,

Lucas
 

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Dear..

We've reviewed Creatio's documentation and noticed it exclusively supports HTTPS. Does Creatio Mobile Application development also support the HTTP protocol? Additionally, could you please provide information on the following:
1. Compatibility of Creatio Mobile?
2. Is a separate APK build necessary for developing the mobile application?
3. Does the web application used by the mobile app require a separate APK?

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Good day, 

The answers to some of your questions, are as follows:

Does Creatio Mobile Application development also support the HTTP protocol?
HTTP is supported for the debug mode only when testing the application locally.
For a production environment, you would require HTTPS.

Is a separate APK build necessary for developing the mobile application?

Yes, a separate APK build is necessary for developing the mobile application.

Please be so kind as to elaborate more on the other questions of yours:
1. Compatibility of Creatio Mobile?
What information do you require on the compatibility for Creatio Mobile?
3. Does the web application used by the mobile app require a separate APK?

Please elaborate on this question further.

@Thank you Nikita for your reply.

Yes, a separate APK build is necessary for developing the mobile application--> How to build the apk ,could you please share us a documents and links.
We are following the below document to develop the mobile application in Creatio.

 

https://academy.creatio.com/docs/8.x/creatio-apps/creatio-basics/mobile…

Hello again,

Would it be possible for you to clarify what you mean by building the apk? 

If we are speaking of a Creatio mobile application, the application itself is available for download on various devices and requires no development to start using out of the box.

Nikita Kudin,

Thank you. Could you please share us a document and links recent one related to mobile.
Question : Workbasket/work queue concept is there in Creatio mobile application?

Nikita Kudin,

Could you please help us to achieve the functionality to display the cases that are assigned to the current user who logged into the mobile application. Instead of displaying the cases assigned to all users. 

We are able to achieve this functionality in web application but unable to achieve the same in mobile application. 

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Is HTTP protocol supports the building of Creatio Mobile Application? I have gone through the documentation i could see it supports only HTTPS. 
Here are some questions could you please provide some information
1.Creatio Mobile Comparability?
2.For building Mobile Application is required to have a separate APK build?
3.The web application which is used by the mobile app does it need Separate APK?

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Hello,

 

HTTP protocol supports the building of the Creatio Mobile Application, mainly for debugging purposes. For production, however, the HTTPS protocol is required. 

 

Right now, we can provide an answer to the question 2:

Yes, it is required to have a separate APK build.

 

As for the other two questions, kindly specify the details so we can provide you with a more accurate answer.

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