Hi,

When dashboards are added to an edit page, the corresponding records are created in SysWidgetDashboard and SysWidgetDashboardLcz tables.

If a dashboard is added not to an edit page but to the "Dashboards" tab, then records will be added in the SysDashboard and SysDashboardLcz tables, respectively.
.
Also, these data are correspondingly bound to the package that was set as the current package when the dashboards were created.

The thing is that dashboards are localizable system objects. When a dashboard is created, records are created in two tables:
- a record about a dashboard created in the localization, which corresponds to the base culture of the system, is created in the [SysWidgetDashboard]/[SysDashboard] table;
-records about dashboards of all other localizations are created in the [SysWidgetDashboardLcz]/[SysDashboardLcz] table and are linked to a record in the [SysWidgetDashboard]/[SysDashboard] table by the [RecordId] column.

So, basically, all you need to do is prepare a package that contains all the needed data bindings and SQL scenarios to perform the records' entry into the tables mentioned above.

More information on data binding is available at our academy.
Also, knowledge of SQL might be needed to find the needed dashboard in the database, although you can always create a lookup and search via UI. 

Hi Community,
any ideas on this?

Thanks,

Robert

Hello,
 

At the moment, such functionality is not available in Creatio's OOTB solution for triggering the addition/modification of records. 
Indeed, a workaround in this situation can be to create additional columns at the level of the object model that will be filled in depending on which method the record was created/modified (for example, a special column for OData).
We will register this development idea with our R&D team so that they can consider implementing such functionality in future versions of the Creatio product.
 

Thank you.

Hello Cris,

The approach you previously employed makes sense, but as you’ve noticed, it might not be reliable. One possible reason could be that the 'Modified by' field is being set differently depending on execution context. Additionally, if the Supervisor user manually edits records or if a business process runs under the Supervisor account, it could trigger other processes.

As my colleague mentioned, Creatio doesn’t currently offer a built-in flag to differentiate the source of record modifications. However, a practical workaround is to introduce a custom flag at the object level. For example:

• A boolean field (IsModifiedByBP) that gets set when a business process modifies the record.
  A lookup field (ModificationSource) to track whether the change came from a user, a business process, OData, or other integrations.

You can then update your signal conditions to check this flag instead of relying on the 'Modified by' field. This approach ensures flexibility while reducing coupling between processes.

Hello!
 

A quick solution would be to add a timer—say, 10 seconds—after which the process will read the data and proceed with the flow. This would be the fastest approach.

Regards,
Orkhan

Orkhan,

Thanks Orkhan, I tried, but didn't works, so if several records are inserted on the "same" time, the 10 seconds are not a difference so all process instances are waiting the same 10 seconds.. :-(

The best approach I found is to import on temporary table and when done run a process who move records to final one, but I want to found some method to avoid this kind of approach.

Some ideas?

Regards 

Julio.Falcon_Nodos,

have you seen the following post https://community.creatio.com/questions/run-process-after-excel-import ?

Dear Prachi, you have the option to hide/show in field property, see image

Then with business rules you enable to see or to hide the field as you need

Regards

Julio

Hi Julio, 
Thank you for your response. But then this is not triggered by condition, right? 

Hi

I'm not sure what your question is. You have business rules to hide or show fields, tabs, groups, etc.

Julio

Julio.Falcon_Nodos,

In Freedom UI. I did not see an option to do that by using business rules. 

Prachi Bhelkar,

You have access tu BR in this icon

There you must add a Page Bussiness rule, like you can see in the image

I do not see these options I do not know why. 

Prachi Bhelkar,

You are viewing the business rules on the object. You need to view the business rules on the page. Open the page for editing, then click the icon shown my Julio to view the page level rules (showing a hiding are page level rules, not object level rules - in the object you can only set object level rules)

Ryan

Hi Eric,

Are you talking about this Marketplace solution? https://marketplace.creatio.com/app/twilio-sms-connector-creatio

Oleksandr Bilousko,

SMS Message looks like what I am using, but not exactly. When sending a Text, this is what I am seeing . My version is not giving me an option to verify my text was delivered.

Eric J Buglar,

There are a few connectors to Twilio available on the Creatio Marketplace.
Unfortunately, I couldn't recognize the exact app you mentioned.
Could you please check your Application hub or Marketplace catalog and share the link to a certain app?

I am not sure if I have authorization to do so, but I will try. What do you need?

Eric J Buglar,

If you’re unsure, I recommend asking the individual responsible for administering Creatio in your organization to access the Application Hub. This tool provides an overview of all installed Marketplace apps.

For further guidance, you can refer to more details here: Application Hub Documentation.

Hi Stefano.

The IDs of the elements are autogenerated each time the page loads, so using IDs is impossible during the tests. Theoretically, if it's possible with Selenium, you need to think on how the DOM tree can be retrieved using querySelector\querySelectorAll and using (once again if possible with Selenium) it instead of element IDs.

Dear Puneet

You may have some considerations to treat contact names in Creatio:

1. 1.- Adjust the System Setting called: ContactFieldConverter (Order of first/last names) to Creatio complete Full Name based on the specified selection
2. 2.- You must select one of the provided choices to Creatio convert the Full name of the contact, see the image
3.  

3.- Have in consideration Contact field names are as follows (Code/Title):

• - Full name: Name
• - First Name: GivenName
• - Middle Name: MiddleName
• - Last Name: Surname
• 4.- Also, if you need to display some of the contact name fields, you need to add them in the Contacts_FormPage

Regards

Julio Falcón

Hello !

We're also adding API contacts
I don't fill in the GivenName or Surname when I create the contact, just the Name.
If I check the database, the GivenName and Surname have been filled in.

Julio Falcón (NoCode-Services),

Thanks Julio! My query is little different. I am sending GivenName and Surname using API. Creatio system is creating Full Name automatically using GivenName and Surname. In the contact section list I see Full Name populated; but GivenName and Surname are blank. How can I get GivenName and Surname to display on the section list? Screenshot:

Dear Puneet,

You must have in consideration to insert records in Creatio via OData or importing from excel, YOU MUST include all required fields, in this case Full Name is a required field, sou you need provide it in the API JSON.

Also if you provide this data in the JSON they must be inserted in Creatio. Can you share the JSON and Method you are using to insert on Creatio?

Try to use a tool like SQL Query to made a select to all records to see where are the data you 're inserting

Julio

I tried with this JSON and works

{
    "GivenName": "John",
    "MiddleName": "Fitzgerald",
    "Surname": "Kennedy",
    "BirthDate": "1990-01-01T15:24:00Z",
    "TypeId": "60733efc-f36b-1410-a883-16d83cab0980" 
}

Hello Ben,

Please contact our team on support@creatio.com so we can assist you with the site update.

Hello!

Unfortunately, this option is not available. We will register the idea with our development team so they can implement the option to import services.

Thank you for helping make Creatio better!

Best regards, 
Orkhan

Hello,

Basically, you can use advanced filter, where you can search for records using multiple keywords. As for the search component or global search, unfortunately the multiple search logic has not been implemented in there.

However, a task has already been registered in our R&D team to consider and implement such a feature in future releases.


Best regards,
Malika