We have created two sections: "Deliveries" and "Vessel Requets", we have added Deliveries as detail (Based on existing object) in Vessel Requests section . We will need to add existing records with multiple selection option using "+" button without creating new record (Please refer to the screenshot below). When added the selected Delivery records must be updated with the current Vessel Request ID.
The post provides valuable insights and guidance on implementing the multi-lookup value.
Regarding updating fields in the section, utilizing a business process is a suitable approach. You can configure a business process that triggers when a record is added to the detail and modify the necessary column values in the section. The business process can be designed to perform the required actions based on your specific requirements.
For detailed instructions on setting up a business process in Creatio, I recommend visiting the Creatio Academy. They offer comprehensive documentation and resources covering various aspects of the platform, including business processes. The following links will provide you with more information on the necessary process elements:
These resources will guide you through the process setup and help you leverage the full potential of Creatio's business process automation capabilities.
We have created two sections : "Deliveries" and "Vessel Requests". We have added Deliveries as Detail in Vessel Request section. we will to add existing records from + button without creating new objects. when added, the selected delivery records should be updated with the current vessel request. Please refer to the screenshot below.
Transferring an object does not move its data, but only the structure of the table itself.
To transfer data as part of a package from one environment to another, you need to create [data] bindings.
In the case of roles, currently, the method described above for quick transfer of rights will not work, and also since this functionality is closely related to the table of system users (SysAdminUnit).
It's not recommended to bind users, organizational structure, roles, licenses, and other administrative things to a package. It will be very hard to handle that if you decide to install that package after the moment when the client adjusts administrative things according to his or her needs directly on the production.
Consider setting up the administrative structure directly on the required website.
As a direct answer - the organizational roles are stored in the "SysAdminUnit" and "SysAdminUnitInRole" tables. Theoretically, it's possible to bind them to the package via SQL scripts. But it's strongly not recommended.
I download the Excel report app from the Marketplace but when I try to create a Section Report for the sections that I created or for the sections of Contacts and Accounts it doesn't show the button that allows me to generate the report for the section. If I try with other sections like Activities I don't have this problem.
When I do an approval using the BPM tool it doesn't show in the panel of notifications so i can't select any option or continue with the process. Can someone help me please?
I have install the Excel reports builder from the Marketplace (https://marketplace.creatio.com/app/excel-reports-builder-creatio) and I have the following problem, when I want to generate a new section report for one of the new sections that I created it doesn't show the button that allows me to download the report. I have this problem with the sections that I created using the Application Hub and with the Accounts and Contacts section because I try with other sections like Activity and it shows the button to generate the report.
Does anyone know if it is possible to sort a list on load, by multiple columns? I spotted this array in the code, but adding another column to sort doesn't make a difference.
Unfortunately it won't work and currently there is no way to sort list using two columns simultanously. I will register a suggestion for our core R&D team to implement this functionality out-of-the-box. Thank you for this suggestion and helping us in making the app better!
