Hi Everyone,

 

I am still learning Creatio and have a simple issue. While making order requests, I want to add multiple contacts to my orders. There is no predefined number of contacts. It could vary from order to order. What would be the best way to have this in creatio? I was thinking of having a button that creates a new Dropdown field in which users can select a contact. And every time he clicks on the button, it creates a new field. Is that possible? or is there any other and better way to do this?

 

I have also tried an expanded List but that just displays all contacts. I don't want it to show them all. I want some kind of selection etc.

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Hello Hassan,

 

Could you please provide the screenshots? It will help for a better understanding of your question.

Mariia Sorochan,

Hi Mariia,



Sadly, I dont have a screenshot I am just looking for guidance on how to make it. In my orders, I want it to show a list of employees to which this particular order will be assigned. It should be some kind of selection in which I can select multiple employees and because later on, I also want to trigger a Whatsapp or Mobile message to them that the order has been assigned to them. Thanks!

Thank you for the details. Maybe you mean the section "Owner"?

Mariia Sorochan,

No Owner is different. He is the one that's making the entry into creatio. These are the general employees of the company to whom we are assign these orders. Let me give you the scenario. We have orders in our system. These orders are assigned to multiple people. They are not the user of Creatio platform. They are junior employees that pick those order and confirm with us

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Hello Community, 

I had to write a code in the custom Handler to perform many validations based on the field values before saving a page. 

Currently the handler contains almost 2000 lines of code, also it also contains duplicate lines of code in two different places.

I wanted to avoid it and need to split the code into multiple functions. 

Is it possible to do it in Freedom UI?

Thanks

Gargeyi

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Hello Gargeyi,

 

In Freedom UI the best option would be - to move your large handlers logic to separate schemas and call them when required.

 

Here is an example how it may be done:

 

1) Create a custom Module, where executive code would be stored (It would be better if you use the same package. At least, make sure that the package with handlers is within dependant ones of the package with requesting schema)

 

2) Fill our new module with the required logic

 

 

3) Add our new module to the main Schema resources

 

4) Use Global functions

 

Example result:

 

As you may see on Contacts_FormPage we had "Raw Data for Global Handler" that was transformed into "Resulting Data for Global Handler" using a global method in a separate schema. This method may be called several times instead of duplicating the code.

 

This approach should let you optimise your methods.

 

Best Regards,

Dan

 

Hello denis, 

 

Thankyou for your suggestion, I will try using it. 

Hello Denis, 

This works well, But I am not able to use Model class in the new module. 

I have added the dependencies as well. 

Is there any possibility to use the model class to read/Write/update the fields in the new module ?

 

Thanks

Gargeyi.G

I've been able to use the sdk classes, such as model, from modules without issue. Can you share some of the code for how you're using it? Also, which version are you on? I did experience some somewhat related issues with using referenced modules in 8.0.6 but were resolved in 8.0.8.

Ryan

Ryan Farley,

I am using version 8.0.8, Attaching the sample code I tried using sdk classes . When I am trying to load RoadSegment, It throws me an error saying "RoadSegment.load is not a function".

 

Suggest me if I am doing anything wrong here .

Hello , 

 

Is there a way I can use Modal classes to read data from new module?

Thanks

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Hello, the system does not log in, what is the problem, please tell me?

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Hello,

 

Please contact support team via support@creatio.com for further assistance as more details are needed to proceed with investigation. 

 

Best regards,

Anastasiia

It looks like you're using HTTPS, make sure you've made the config file changes for HTTPS. See here https://academy.creatio.com/docs/user/on_site_deployment/application_se…

Ryan

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Hello Community, 

 

I have an editable detail with a field type as lookup, user can update the lookup. 

when user selects lookup value from the dropdown and click on save all button for the editable detail, a business process(the business process is designed to run the process for each item) gets triggered to calculate other fields in the record. 

when I do this for a single record I am able to see the changes with no issues, 

But when I update multiple records, I could not see the latest updates for all the records except for the one record. But when I do a refresh page, I am able to see the updated values.

I have  checked the option "Enable Live Data" for the detail object as well. 

Any suggestions are really helpful

 

Thanks

Gargeyi

 

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Hello,



I believe your business task could be achieved by using ''Refresh active page' process element for Creatio.

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Hello,

 

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. 

 

 

Please help and advice,

Best Regards.

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Hello!

 

To add multi-select records, you can refer to the post in the Creatio community: 

https://community.creatio.com/questions/can-we-assign-multiple-objects-…

https://community.creatio.com/questions/lookup-different-quick-filter-o…

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:

https://academy.creatio.com/docs/user/bpm_tools/process_elements_refere…

https://academy.creatio.com/docs/user/bpm_tools/process_elements_refere…

https://academy.creatio.com/docs/user/bpm_tools/process_elements_refere…



These resources will guide you through the process setup and help you leverage the full potential of Creatio's business process automation capabilities.

 

Best regards,

Kate

 

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Hi,

 

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.

 

Please help and advice.

 

Thanks,

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Transferring data through a package with objects. Where can I find out which object transfers which data?

For example, which object is used to transfer the "Organisatorische rollen" data?

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Good day,

 

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.

 

Thanks.

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Hello 

Can someone help me to know, how I add a detail in a page that I am editing in the application Hub? 

I been searching how to do it but I can't find it. 

Thanks you. 

 

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Hello,

 

Please refer to this article for the detailed information. 



Best regards,

Anastasiia

This does not help. Please tell us how to add a detail in FUI and how to edit that detail by adding columns to it how it is done in classic UI.

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Hi. 

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. 

Can someone help me please? 

Thanks you. 

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Hello. 

 

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? 

 

Thanks you. 

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Hello.

Can you tell us in which object are you trying to get the approvals?

Hello Laura, Please contact our support directly, as then they will be able to gain external access to your website and provide needed support

Hello Goparna Nasina,

I try to get the approvals with objects that I created and also with Accounts and Contacts  object 

Hello Karol

Thank you, I will contact support 

Hello Laura Jurado,

Can you check if the  "Enable approval in section" button in the particular sections is checked or not.

To receive approvals for a particular section you have to enable the approval button.





Thanks & regards

Goparna Nasina

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