message: Uncaught Error: Uncaught (in promise): ReferenceError: sdk is not defined
ReferenceError: sdk is not defined

Ігор Роїк,

Hello,

Have you tried importing a "creatio-devkit/common dependecies" as well as passing sdk as a parameter to your schema function?

Hello,
 

You need to create or modify an existing Case and specify the column for which you want to build a progress bar.
 

More details on the academy website:
https://academy.creatio.com/docs/8.x/no-code-customization/bpm-tools/dynamic-case-setup/case-designer-workflows/set-up-cases-in-sections

https://academy.creatio.com/docs/8.x/no-code-customization/category/cas…

Hello Andres,
Thank you for your question.

I am a bit confused as I do not understand the business need for this customization. Could you please clarify if this is a necessity? From my point of view, this feature is a bit of an overkill. First of all, there is already a button to control whether or not the navbar is shown. If the user wants to have control over seeing the navbar, and you implement an additional way to do so (for example, another button), then you will have two buttons for the same task. Secondly, I think that calling crt.NavigationPanelChangeVisibleRequest will not help.

I will be glad to assist you if you need to implement this functionality. I am curious about how you plan to control the visibility of the navbar.

Hi Yevhenii, 

In our case users are mostly working on one section and do not move from there. I'd like to hide the navbar by default when they enter to creatio and as you said, in case they need to navigate outside of that section they can open it with the button thats already there.

Is there any way to hide the navbar by default for all users? That is what I'm trying to accomplish, not another button.

Thanks,

Andres

Hello Andres,

I have come up with a solution that might help. When the user navigates to the application, the left panel is hidden/collapsed by default. If the user wants the left panel to be visible, they can click on the top-left button to show the navigation panel. To do this, I replaced the MainShell schema with the following code:
 

define("MainShell", /**SCHEMA_DEPS*/["@creatio-devkit/common"]/**SCHEMA_DEPS*/, function/**SCHEMA_ARGS*/(sdk)/**SCHEMA_ARGS*/ {
   return {
       viewConfigDiff: /**SCHEMA_VIEW_CONFIG_DIFF*/[
       ]/**SCHEMA_VIEW_CONFIG_DIFF*/,
       viewModelConfig: /**SCHEMA_VIEW_MODEL_CONFIG*/{
           attributes: {
           }}/**SCHEMA_VIEW_MODEL_CONFIG*/,
       modelConfig: /**SCHEMA_MODEL_CONFIG*/{}/**SCHEMA_MODEL_CONFIG*/,
       handlers: /**SCHEMA_HANDLERS*/[
           {
               request: 'crt.HandleViewModelInitRequest',
               handler: async (request, next) => {
                   const viewModel = request.$context;
                   viewModel["WorkplaceNavigationPanelVisibleAttribute"] = false;
                   return next?.handle(request);
               }
           },
           ]/**SCHEMA_HANDLERS*/,
       converters: /**SCHEMA_CONVERTERS*/{}/**SCHEMA_CONVERTERS*/,
       validators: /**SCHEMA_VALIDATORS*/{}/**SCHEMA_VALIDATORS*/,
   };
});

Hope this will help you.

Hello,
 

All external requests to Creatio must be authenticated. There are two ways to do this:
 

1) Forms authentication (cookie-based) implemented using the AuthService.svc web service. For this authentication, you need to use a regular user in the Creatio system that has not been created using SSO. You can test this on the Supervisor user who is initially logged in.
2) OAuth 2.0 is one of the supported authorization types in Creatio. Identity Service implements OAuth 2.0 in Creatio. It authorizes third-party apps and web services you integrate with Creatio using OAuth 2.0.
 

You can find the corresponding authorization examples (AuthService.svc and OAuth 2.0) in the official Postman collection of OData protocol requests for Creatio.


So, to summarize - you don't need to be tied to SSO users and you can use a regular user or OAuth 2.0 authorization.
 

Have a nice day!

Serhii Parfentiev,

Thank you for the clarification!

I wanted to provide some additional context regarding my situation. I am using user account authentication, and there are two different URLs for authentication in our production environment:

SSO Authentication: https://LINKPROD.ma/Login/Login.html?use_sso=true

This link is used when users need to authenticate via SSO.

VPN Authentication: This link is used for users connecting through a VPN and involves a different authentication process.

In my case, I need to connect using the SSO link. I’m currently trying to authenticate with this link: https://LINKPROD.ma/ServiceModel/AuthService.svc/Login, using the username and password of a regular Creatio user (not an SSO user). However, this approach doesn’t seem to be working.

Is there any specific configuration or additional steps I need to take to ensure successful authentication through the SSO link using a regular Creatio user account?

Thank you again for your support!

The way that the OOTB KB area does it is it binds an attribute to the crt.RichTextEditor control's "plainText" property. This returns the text version of the contents. If you view KnowledgeBase_EditPage you'll see the plainText property there

The attribute there is added to the model in the viewModelConfigDiff, which is how it's bound to automatically save to that path.

Also, a side note, there's a process added from the CoPilot stuff which exists in recent versions that can be used as a subprocess for stripping out HTML tags from text, called "Trim html in text". You can use a process and pass in the InputText parameter and you'll get back the text without the HTML tags in the OutputText param. This would be easy to use as a process to save the unformatted text as well.

Ryan

Ryan Farley,

Thank you. It's very clear and helpful.

Hello,

Please note that currently there is no possibility to set this up using the basic user tools, but we have registered this idea for our R&D team and they will review the possibility of implementation of such functionality in future releases.

Mira Dmitruk,

Thanks Mira

What exactly do you want to do when the button is clicked?

Hello,
 

Thank you for your question.

Currently, this behavior is not adjustable, but we will keep you informed of any updates on this feature. We've registered your request with our R&D team to explore the possibility of customizing the progress bar’s stage visibility based on screen width in future releases.

Best regards,
Ivan

Hi,

Is it possible to set Tooltip with each Stage? I got some relevant code inside 'stageItems' but not working:

{
                "operation": "insert",
                "name": "EntityStageProgressBar_5oliugk",
                "values": {
                    "type": "crt.EntityStageProgressBar",
                    "saveOnChange": false,
                    "askUserToChangeSchema": true,
                    "entityName": "Lead",
                   "stageItems": [
                       {
                           "stageId": "Converted",
                           "caption": "Converted",
                           "tooltip": "This is the Last stage of the lead."
                       },
                       {
                           "stageId": "Marketing qualified lead",
                           "caption": "Marketing qualified lead",
                           "tooltip": "This is the initial stage of the lead."
                       }
                   ]
                },
                "parentName": "ProgressBarContainer",
                "propertyName": "items",
                "index": 1
            },

Hello,

You could use a business process where the system calculates this value (formula element), use the 'send email' element with the template, and add this information using business process parameters.

Best regards,
Yuliya

Yes !!

This is a major annoyance reported by our sales team & client's sales teams.

(I say major when they have a couple emails they need to send per day through Creatio, it does not make sense that it cannot at minmum link the "to" with the contact when opening from the contact page. It a small thing that becomes big with multiple repititions a day)

Does anyone know how to accomplish this?

Hi Javier,

It looks like the message composer component does expose a "to" input property. I assume you could bind an attribute to that to populate

I've not tried this doing this yet. When I debug there the "to" value is an array of strings containing strings like "Ryan Farley <test@email.com>;"

Of course, setting that would only help if you're using the MessageComposer component on a page, like a contact and need to set for that contact. For using the EmailMiniPage, you'd still need to get the context of the record to the page. Since it's based on Activity, maybe it would work to just set the default values for the activity?

Ryan

BTW I just tried using an crt.CreateRecordRequest for Type=Email and including a Recipient and Contact, it didn't work. It did open the EmailMiniPage, but it doesn't show a To value. It also didn't let me send it, I got some message about exceeding Max size text. Not sure why but it apparently doesn't like to have default values set (weird because it works for a reply, it does set those fields for that)

Ryan

Here is the information I receive from Creatio about this issue:
This is planned in ootb in 8.2.1 or 8.2.2. version. Estimation - early winter. For now, product owner advises that developing a workaround solution will be an overkill for this task as there is no easy workaround.

Javier Collazo,

That is a bummer. Thanks for sharing those details Javier.

Ryan

:-( Thanks Javier