Hi Team,

 

I need to send the dashboard list via Email. I am looking for a work around for the same. Please help. 

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Hello,

 

Unfortunately, there is no such functionality in our system to export dashboards.

 

We have already registered the idea for our R&D team to implement this functionality in further releases. I will assign your case to this project in order to increase its priority.  

 

Thank you,

Artem.

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Hi community,

 

Is it possible to add a fixed filter for a text field ?

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6 comments

Hello Stefano,

 

Fixed filter in section cannot be added with a help of basic system tools, but only with a help of development.

I would suggest to check  the below post for guidance and implementation example:

https://community.creatio.com/questions/default-filter-section

 

Best regards,

Anastasiia

Anastasiia Zhuravel,

Hello Anastasiia,

I would like to add a text box filter field that the user can compile or not 

Stefano Bassoli,

 

Hi, 

Could you please elaborate a bit on your business task? Can you share a screenshot of the desirable result or an example of such filter in a system?

If I may refer to the subject of your post "FIXED FILTER ON SECTION", then this functionality can be achieved with a help of development as described in the post shared in my previous comment.

 

Best regards,

Anastasiia

 

Anastasiia Zhuravel,

Hi,

I attached a screenshot.

The end-user uses frequently a quick filter on a text field, is it possible to make fixed ?

Hi Community! How are you? 

Could you solve this problem? On our side we need to do something similar.

Thank you in advance

Uriel Nusenbaum,



The below can be added to your schema to have a custom Fixed Filter (and customize based on the filter need).



https://academy.creatio.com/docs/developer/interface_elements/section/set_up_quick_filter_block

define("ContactSectionV2", [], function() {
    return {
        entitySchemaName: "Contact",
        methods: {
            initFixedFiltersConfig: function () {
                var fixedFilterConfig = {
                    entitySchema: "ContactType",
                    filters: [
                        {
                            name: "TypeFilter",
                            columnName: "Type",
                            caption: this.get("Resources.Strings.ContactTypeFilterCaption"),
                            dataValueType: this.Terrasoft.DataValueType.LOOKUP,
                            appendCurrentContactMenuItem: false,
                            addNewFilterCaption: this.get("Resources.Strings.SelectContactTypeCaption"),
                            hint: this.get("Resources.Strings.SelectContactTypeCaption"),
                            buttonImageConfig: this.get("Resources.Images.ContactTypeFilterImage")
                        }
                    ]
                };
                this.set("FixedFilterConfig", fixedFilterConfig);
            }
        }
    };
});

 

 

BR,

Bhoobalan Palanivelu.

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Hi Community,

 

I wanted to implement a funtionality where a validation should happen on click of Approve button. If the valiation fails the approval should not happen.

 

To achive the above task I tried with the following approaches, on the "UsrReturns" custom object.

  1. Tried to implement "asyncValidate" on "UsrReturnsVisaPageV2", but it didn't work (Seems the approval is happening outside the context of this page). Also not sure what is the use of this page.
  2. Tried to implement validation using Entity Events Layer on the object "UsrReturnsVisa". Although it didn't approve the request, but it didn't throw the exception as well with the following code,
    if(true){
    	throw new Exception("Can not approve");
    }
    return true;
  3. Tried to implement a custom approval logic using "ApprovalDashboardItemViewModel", but I can not create a replacing schema with this.

So need a way to implement such funtionality. Any suggestions will help.

 

Thanks & Regards,

Sourav Kumar Samal

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3 comments

Hello,

 

Can you please screenshot the exact button you click, clicking which should start the validation process?

 

Thank you!

 

Best regards,

Oscar

Oscar Dylan,

While clicking Approve on notification panel as shown below,

 

 

Also while clicking under DCM & from Approvals section, same error shows on the console, but popup doesn't come.

 

Regards,

Sourav

Sourav Kumar Samal,

 

this is a bad request response returned by the app and we need to see the actual response (from the "Response" tab of the request in the "Network" tab).

 

To add some logic upon approval you need to replace the "approve" method in the "VisaNotificationsSchema" module (for "reject" actions its "reject" method). You will be in the context of the approval record and you can use data from there to process further with the approval\rejection. So you need to override the logic of these two methods.

 

Best regards,

Oscar

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Hi Community,

 

We are creating email templates in DEV environment. In the DEV, we are adding link to object in the template and it works perfectly on DEV. But the issue comes when we migrate the changes to higher instances, it still shows the link to DEV.

 

How we can show the link for the same application from which the email is being sent? Really appreciate any suggestions.

 

Regards,

Sourav Kumar Samal

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4 comments

Hello Sourav,

 

It seems that you are typing the whole link in the string value. Perhaps it would be suitable to replace them with macros and use Website Url (system setting for example) value to populate it. 

 

If your case does not allow you to use macros - please provide more details and screenshots along with step-by-step recreation of the misbehavior and a description of the expected behavior you want to achieve.

 

I hope this reply was helpful to you.

 

Best Regards,

Dan

Denis Bidukha,

 

We are using templates from Template section. We are using the link to object in the template as shown below,

 

 

Regards,

Sourav

Sourav Kumar Samal,

 

Unfortunately, the link to the object is absolute and not website-dependent. You should either modify it manually after migration or use the macros that was mentioned above. It is planned to change this in future versions, but there are no details available yet.

 

Best Regards,

Dan

Hi, is in the R&D plan to solve this?

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Hello,



We have a requirement where the user should be able to Copy and paste images into the "Notes" field in the "Attachments and Notes" detail which is available out of the box. Request you to respond if anyone has implemented this before or is aware of the steps. 



Thankyou.

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Hello!

 

We've checked the information with a responsible R&D team, and there is no OOB functionality as of now. 

We already have a query registered for them to consider implementing such functionality in the upcoming application versions. I will assign your case to it to increase its priority.

Kalymbet Anastasia, Where is the values of the notes saved in the DB? which object to refer and in case if i need to copy the notes into another section notes? is it possible?

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Hello

In a main object I want to bring the sum from a detail, to get amount sum of the number of records in the detail

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Hello Alex,

I recommend you to read this discussion. I belive that there you can find an answer to your question.

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Hello, 

I am going to add custom function to this Search(Поиск) button which makes the Add (Добавить) enabled.

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Hello,

In order to modify this window, you need to create a new module that will expand LookupPage

define("CustomLookupPage", ["LookupPage", "LookupPageViewGenerator", "LookupPageViewModelGenerator",
"ProcessModuleUtilities", "LookupUtilities", "css!LookupPageCSS"],
	function(LookupPage, LookupPageViewGenerator, LookupPageViewModelGenerator, ProcessModuleUtilities) {
		return Ext.define("Terrasoft.configuration.CustomLookupPage", {
			alternateClassName: "Terrasoft.KmGMSLookupPage",
			extend: "Terrasoft.LookupPage",
			gridWrapClasses: ["custom-lookup-control"]
		})
	}
)

However, this is quite a difficult task. We recommend analysing the base methods of LookupPage to see what is their purpose and when they launch.

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Hello Ahmad,

Yes, I do this often with CSS. It takes a bit of playing in dev tools to find the correct element to apply the styles to. In the case where you have two details "DetailA" and "DetailB", the styles are typically like this (you'll need to find the element of the detail that has the class "added-detail" to apply these to): 

/* DetailA - apply to element with class .added-detail */
#AccountPageV2UsrSchema8Detail1c7637b0Container {
    display: inline-block;
    width: 45%;
    margin-right: 10px;
    vertical-align: top;
}
 
/* DetailB - apply to element with class .added-detail */
#AccountPageV2UsrSchema6Detail0235cca7Container {
    display: inline-block;
    width: 45%;
    vertical-align: top;
}

The end result looks something like this:

You can see more of how to add custom CSS to a page here: https://customerfx.com/article/adding-custom-css-style-sheets-in-bpmonl…

Ryan

Hello,

 

Thank you for your question! 

We are constantly improving our application and this has been made possible in Creatio freedom UI:

https://academy.creatio.com/docs/8-0/user/nocode_platform/set_up_the_ui…

 

Unfortunately, if you use version 7.х - this can be achieved only by means of additional development.

 

Best regards,

Anastasiia

Hello Ahmad,

Yes, I do this often with CSS. It takes a bit of playing in dev tools to find the correct element to apply the styles to. In the case where you have two details "DetailA" and "DetailB", the styles are typically like this (you'll need to find the element of the detail that has the class "added-detail" to apply these to): 

/* DetailA - apply to element with class .added-detail */
#AccountPageV2UsrSchema8Detail1c7637b0Container {
    display: inline-block;
    width: 45%;
    margin-right: 10px;
    vertical-align: top;
}
 
/* DetailB - apply to element with class .added-detail */
#AccountPageV2UsrSchema6Detail0235cca7Container {
    display: inline-block;
    width: 45%;
    vertical-align: top;
}

The end result looks something like this:

You can see more of how to add custom CSS to a page here: https://customerfx.com/article/adding-custom-css-style-sheets-in-bpmonl…

Ryan

Ryan Farley,

Thank you Ryan!!

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Hello,

 

I'm not able to enable approvals in version 8.0.2

Does anyone know how to enable approvals in the latest version ? knowing that there's no View>Open section wizard in the section created with the newwest version

 

Thanks

 

Maarouf

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Hello

 

Could you please elaborate on the issue and explain what functionality exactly you are not able to find? How did you create the section exactly and how did the "Enable approvals" look in the older sections?

 

Kind regards,

Mira

Hello Mira,

 

In version 8, i've created a new section in the Application Hub > New Application > New page.

In the older version we used to create a new section in the Section Wizard. Also in the older version, in the section itself, we usually click on View > Open section wizard where we can find multiple section properties including the Enable Approvals checkbox.

Tha't what i'm trying to find in the newest version, as there's now View > Open section wizard in the page.

 

Maarouf

Hello,

 

I have checked this matter with our R&D team and unfortunately "Enable approvals" checkbox is not available in the Freedom UI yet.  It is planned to add it in future releases, but it is hard to tell when exactly it will happen.

 

Kind regards,

Mira

Hello Mira,

 

Thank you for your reply.

 

So what's the current workaround for that ? Supposed we're working on a new section developed using the version 8 and we wanted to enable the approval on it 

 

Maarouf 

Mira Dmitruk,



What is the current status of this feature. We need to add Approval for our custom section, but there is no Visa object for that.

Is it possible in 8.1 already?



Kind regards,

Vladimir

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I just build a new section, with some fields, once y open it to make a new register, it doesnt display the fields I build, only the button NEW 

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Hello Alex, 

 

Please contact support at support@creatio.com, so we will investigate it further. 

 

Thank you,

Igor

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