Hello,

You may lock the lead stage from manual selection in DCM settings and set up the business rule to lock it

How can I lock a stage using a business rule?

Hello!



The Case Designer section controls the DCM stage's availability.

You can learn about the Case Designer section in this article on the Creatio Academy:

https://academy.creatio.com/docs/user/bpm_tools/dynamic_case_setup/case…

You can also use a business rule to show or hide columns based on lead stages on a page.

Bogdan,

How, please, have you some samples or article?. I want to block DCM until some conditions in the record are done and not idea how to do

Julio Falcon (Cibernética),

I am sending you a link to an article on building business rules, for your familiarization: https://academy.creatio.com/docs/user/nocode_platform/freedom_business_…

 

Also, you may find this article from Community with a similar query useful: https://community.creatio.com/questions/lock-lead-record-edition

Resolved this, I was missing Microsoft Visual C++ 2010 component.

Hello!



I would recommend to use Operation permission for that.



Than you can add attribute in the page schema:

            "UsrCanReadSomeData": {

                "dataValueType": Terrasoft.DataValueType.BOOLEAN,

                "type": Terrasoft.ViewModelColumnType.VIRTUAL_COLUMN

            },



and add reading this permission in init method:



 RightUtilities.checkCanExecuteOperation({operation: "UsrCanReadSomeDataOperationPermission"}, function(result) {

                    this.set("UsrCanReadSomeData", result);



Than you can use this attribute in business rule to show/hide Tab



Kind regards,

Vladimir

I have an article that shows how to do this (conditionally allow based on values of the selected row). See https://customerfx.com/article/conditionally-allowing-delete-copy-or-ed…

Hope this helps.

Ryan

It worked! Thank you very much Ryan!

Hi, the logic for marking columns as links on section pages is based on the method addLookupColumnLink and if you want to modify it, you need to override it. For example, in the contact section, I need to remove a link to the column "Owner". The code to do this:

define("ContactSectionV2", [], function() {
	return {
		entitySchemaName: "Contact",
		details: /**SCHEMA_DETAILS*/{}/**SCHEMA_DETAILS*/,
		diff: /**SCHEMA_DIFF*/[]/**SCHEMA_DIFF*/,
		methods: {
			addLookupColumnLink: function(item, column) {
				if (column.columnPath == "Owner"){
					console.log("We don't add link");
				} else {
					this.callParent(arguments);
				}
			}
		}
	};
});

Dmytro Vovchenko,

I have tried the above code, but the method was never called, attached a screenshot for reference.

Is there anything I am missing here?

Regards,

Sourav

Sourav Kumar Samal,

If you want to remove a link from a primary column the method you need in this situation is addPrimaryColumnLink

define("ContactSectionV2", [], function() {
	return {
		entitySchemaName: "Contact",
		details: /**SCHEMA_DETAILS*/{}/**SCHEMA_DETAILS*/,
		diff: /**SCHEMA_DIFF*/[
		]/**SCHEMA_DIFF*/,
		methods: {
			addLookupColumnLink: function(item, column) {
				if (column.columnPath == "Owner"){
					console.log("We don't add link");
				} else {
					this.callParent(arguments);
				}
			},
			addPrimaryColumnLink: function(item, column) {
				return false;
			}
		}
	};
});

Result:

Dmytro Vovchenko,

Is there a way to do the same thing on the dashboard list?

Regards,

Sourav

Sourav Kumar Samal,

In this case, look at the DashboardGridModule schema. I believe you would need to modify the same methods. But, overriding the 

DashboardGridModule is much more difficult than the section pages.

Does anybody know of a Freedom UI equivalent for doing this?

Hi Harvey,

In Freedom UI, on the Form page, you may remove the hyperlink from lookup fields by specifying the property "showValueAsLink": false in attributes values. 

As for the List page, unfortunately, there is no such possibility so far. However, our R&D team is already working on the feature that will allow turning off link generation for lookup columns of related objects, so it is expected to be implemented in future releases (no ETA yet).

Best regards, 

Natalia

Thanks Natalia, it's good news that there is something in the pipeline! Do you know if the solution will allow removing links for the entity itself if desired? i.e. if we have a list based over the Account entity, having it so that the Name column does not show as a link? We wouldn't want to remove that link in all cases, but in some lists it might not be wanted. For example, especially on modal lookup windows, we might want to disable the display column from being a link, as it can be confusing for users who want to select the record but click the link and get taken to the edit page instead of selecting the record.

Harvey Adcock,

The feature should work for both - the section list (on the List page) and the Lookup component list. It is planned that the links that lead to other entities' edit pages will be removed by default, and after enabling the feature, they will become available.

We will highlight your comments to the R&D team.
Thank you for being an active participant of the Creatio community!

I am also curious if there will be a replacement. 

However, we've been doing some very complicated Word printables using a combination of macros and db views. It's turned out to be pretty powerful. 

You can create custom macros for Word docs. The macros can do queries, calculations, even return conditional text as needed. Here's a very simple example in this article: https://customerfx.com/article/creating-custom-macros-to-format-values-…

That example in the article only takes a value and returns it formatted. However, we typically will pass an Id to the macro, do queries and other complex calculations and return values, text, etc. Note, to do queries in a macro you'll need a UserConnection which you can get from the session:

var userConnection = (UserConnection)System.Web.HttpContext.Current.Session["UserConnection"];

Hope this help, it doesn't answer your original question, but wanted to mention that macros for Word printables is possible and does at least bridge the gap with creating more complex Word reports with FastReports being retired. Also, creating db views and exposing as entities has been very useful for more complex Word reports as well.

Ryan

It would be nice to have normal Report designer/generator, cause not all customers use MS Word in their organizations. 

Vladimir Sokolov,

I do agree. Plus, there are some scenarios where a Word report will just not cut it. I have some customers that are producing government forms which have extremely strict formatting requirements (that are just not possible to recreate as a Word document) or they will be rejected.

I do hope there will be a replacement for FastReports at some point. It's possible to do some complex things with a Word report, but it's still no replacement for a full reporting solution.

Hello Team

Any news on FastReport's replacement?

I have been using FastReport editions for my opportunities for two years (10 models), my edition models were stable and I had not seen this future deletion pass...

Except that today, I need to create a new model and I can't...

So I'm stuck... But above all, I would like to anticipate the future...

Best regards

Vincent

Hello,

The object "BaseObject" has those fields ("MdrName") and if your object was inherited from "BaseObject" it must have had those fields in inherited columns. If your object doesn't contain those fields, those fields must have been removed.

Please try to update database structure, generate the source code for all and compile all in the configuration section.

Hello,



Please make sure that portal users have access to your web service.

More details on the academy website:



https://academy.creatio.com/docs/developer/application_components/porta…



https://academy.creatio.com/docs/developer/application_components/porta…

Cherednichenko Nikita,

I have followed the provided academy pages. Though when trying to compile, I receive the errors.

" The type or namespace name 'SspServiceAccess' could not be found (are you missing a using directive or an assembly reference?)"

"The type or namespace name 'SspServiceAccessAttribute' could not be found (are you missing a using directive or an assembly reference?)"

Try to generate source code for all schemas and run compilation again.

After generating source code for all schemas and compiling again, I am still receiving the same errors. Is there a namespace I am missing?

namespace Terrasoft.Configuration.KeenGlbInterviewService
{
	using System;
	using System.IO;
	using System.Collections.Specialized;
	using System.Globalization;
	using System.Runtime;
	using System.Runtime.Serialization;
	using System.ServiceModel;
	using System.ServiceModel.Web;
	using System.ServiceModel.Activation;
	using System.Threading;
	using System.Threading.Tasks;
	using System.Web;
	using Terrasoft.Core;
	using Terrasoft.Core.Factories;
	using Terrasoft.Configuration.GlbInterviewService;
	using Terrasoft.Web.Common;
    using Terrasoft.Web.Common.ServiceRouting;
 
	#region Class: KeenGlbInterviewService
 
	[DefaultServiceRoute] 
	[SspServiceRoute]
	[SspServiceAccess(nameof(BatchQuery))]
	[ServiceContract]
	[AspNetCompatibilityRequirements(RequirementsMode = AspNetCompatibilityRequirementsMode.Required)]
	public class KeenGlbInterviewService : BaseService
	{
 
		#region Methods: Public
		private static readonly GlbInterviewService _baseService = new GlbInterviewService();
 
		[OperationContract]
		[WebInvoke(Method = "POST", RequestFormat = WebMessageFormat.Json, ResponseFormat = WebMessageFormat.Json)]
		public InterviewServiceResponse Start(InterviewServiceRequest request)
		{
			return _baseService.Start(request); 
		}
 
		[OperationContract]
		[WebInvoke(Method = "POST", RequestFormat = WebMessageFormat.Json, ResponseFormat = WebMessageFormat.Json)]
		public InterviewServiceResponse Complete(InterviewServiceRequest request)
		{
			return _baseService.Complete(request);
		}
 
		#endregion
 
	}
 
	#endregion
 }

Please see another community post:

https://community.creatio.com/questions/call-web-service



Perhaps there is an answer to your question.

Cherednichenko Nikita,

Thank you for the recommended page. However I have already looked through this page and it makes no mention of using SspServiceAccess which is the piece I'm having difficulty with.

We use System settings "SiteUrl", but you should set it manualy at every environment

Hello Adil,

Please double-check all features that are enabled for the machine where IIS server is deployed (according to the Academy article here). Once done, please redeploy on-site application from scratch using clean binary files (which can be received from the support team at support@creatio.com).

It is as a must to use clean binary files (not those that can be provided by support in case you request database backup of some application to deploy it locally, but out-of-the-box files).

Also, please double-check the connection parameters to the database in connection. Since incorrect database connection parameters, the Strings config file can also lead to login issues.

And finally, please check if you haven't specified HTTPS as a redirect method for your application in IIS and if it was appropriately configured in the configuration files.

localhost cannot find ViewModule.aspx after login.