Hi all,

I am currently in the process of setting up dashboards for a client, but wondering if some functionality that I can't see is possible.

 

1. Line Graph 

On the attached graph I have set 4 series all by their fiscal year (June-May). I have done this via custom start and end date, because I understand the fiscal year can't be done. However, this is still showing on the line graph grouped by calendar year. I.e it starts with January and not June - therefore, the first 5 months are actually of year 2024 and then follows on to 2023. 

 

Is there anyway round this so that it actually shows sequentially by date I have selected? 

 

 

2. Metric

Is it possible via custom function (or marketplace app) to add a "Same Period Last Year" to show against the metric number? So for example, if i choose total Revenue this month, it can show the same period last year? Example below.

 

Thanks everyone!

 

Mark

 

 

 

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Hi Community,

 

I have to use Excel Export Creatio Functionality but instead of downloading the .xlsx file in the system, I have to attach that .xlsx file to the Attachments of a Custom Section.

This task should be performed by the business process after giving filtration criteria as input.

 

Please suggest me a solution to achieve the above task.

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Dear Pratik, 

 

Unfortunately requested functionality is not presented as OOB solution in Creatio at this moment. 
We will register this as an idea for the responsible R&D team to extend the basic functionality in future Creatio releases. 

 

Kind regards,
Roman

Hi Roman Brown,

Thanks for providing the information regarding to this.

 

But, for workaround is there any Creatio Service avaible that can be utilized In some custom script configuration with Script Task element of business process.?

And if yes, Is there any example available on how to make use of such Services in development. 

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Hi Community,

 

I want to make use of and set up OAuth 2.0 Authentication in web service authentication. For that I found below the academy article :

 

https://academy.creatio.com/docs/user/no_code_customization/web_service…

 

While setting up as per the article, there is one required field in the OAuth Setting fields which is "Auth code request URL".

 

But the API endpoints for which, I have to make use of Web Service OAuth Authentication, is not having settings for Auth code request URL required parameter.

 

 

Please guide and help me on this point that how I can set up OAuth Authentication in web service without Auth code request URL.

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Hello Pratic,

Unfortunately, the is no way to set up OAuth Authentication in web service without Auth code request URL.

This parameter is necessary to identify users.

Best regards,
Bogdan

 

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define("ContactPageV2", [], function() {
	return {
		entitySchemaName: "Contact",
		attributes: {
 
		},
		modules: /**SCHEMA_MODULES*/{}/**SCHEMA_MODULES*/,
		details: /**SCHEMA_DETAILS*/{}/**SCHEMA_DETAILS*/,
		businessRules: /**SCHEMA_BUSINESS_RULES*/{}/**SCHEMA_BUSINESS_RULES*/,
		methods: {
		},
		dataModels: /**SCHEMA_DATA_MODELS*/{}/**SCHEMA_DATA_MODELS*/,
		diff: /**SCHEMA_DIFF*/[
			{
				"operation": "insert",
				"name": "hasForeignTrade",
				"values": {
					"click": "getLookupConfig",
					"layout": {
						"colSpan": 12,
						"rowSpan": 1,
						"column": 0,
						"row": 2,
						"layoutName": "ContactGeneralInfoBlock"
					},
					"bindTo": "UsrHasForeignTrade",
					"labelConfig": {
						"caption": {
							"bindTo": "Resources.Strings.hasForeignTrade"
						}
					},
					"enabled": true,
					"contentType": "Terrasoft.core.enums.ContentType.LOOKUP"
				},
				"parentName": "ContactGeneralInfoBlock",
				"propertyName": "items",
				"index": 4
			},
 
		]/**SCHEMA_DIFF*/
	};
});

 

Hello,

How can i make this lookup multiselect?

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Probably, it is better to use this add-on from Marketplace https://marketplace.creatio.com/app/multiple-choice-field-setup-creatio

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I was finally able to build a report and get it into the correct section, but now I am receiving the following error message. 

I am not sure how i can edit the GUI. Please advise. Thank you.

 

Patrick

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Hello Patrick,

 

from this perspective it is really difficult to say where the issue may occur, So we would recommend you create a support case so our team can investigate the reasons for such an error and provide you with the solution.

 

Regards,

Gleb.

Gleb,

 

A report was made previously, but since the Excel Add-in was made by a third party creatio was unable to asssist.

 

Essentially in the Excel Add-in, when i am trying to create a related schema to the main table, i am being forced to select "id" as the Master Column. Even though the "id" is unique to each record. If i do not select "id" i get the aforementioned error message when trying to generate the report. I would prefer a different identifier so i can link the data from the main table to the related schema table. Thanks.

Patrick Ostrowski,

 

can you please detail a bit more on where exactly you are implementing such logic and where you are trying to add those columns?

 

Thanks in advance.

 

Regards,

Gleb.

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Hi all, 

I have implemented the Multiple choice field setup for Creatio (Devlabs). 

 

Everything looks fine, but when I save an entry, the field values disappear. 

 

Could anyone help? 

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Hi Joseph!

Could you send us more details about the issue?
Specifically, please specify the Creatio version, the object model, the objects you use for testing the add-on, and how the objects are connected between each other. Also, send us your schema code.

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Hello,

There are fields that ONLY Admin users have the rights to modify.

 

Using a Business Rule, we can Identify WHO can Edit the field.

 

When I'm hardcoding the Email of the Admin...it works.

But If I try to use the Role (System Administrators)...it doesn't work.

 

Is this a limitation or something that is not properly configured in our roles ?

 

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Hello Francois,

 

As of now, the business rules don't work with roles. You can only use users instead of roles, but in this case, you'll have to create each business rule for each user. 
 

We already have a query registered for our responsible R&D team to implement the described functionality in the upcoming versions of the application. 

I will add this case to the query in order to increase its priority.

 

Best regards,

Anastasiia

 

Hello Francois,

 

The better way to achieve Your requirement is Object Permission settings (Use column permission). Have a look following printscreen as a example how to grand access to "All employees " to only read Account Name and for "System administrators" to read and edit.

https://ibb.co/n0TCVBP

 

Best regards,

Marcin

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Hi everyone,

 

Does anyone know if is is possible to set up a field value in business rules by combining 2 strings? For example change the title to something like "Account name - Customer need"? Hope this is achievable without programming as this is really a basic "no code" functionality...

 

 

Thanks!

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A business rule isn't able to do this. 

You could do it with a no code approach by creating a process that starts on the record added or modified that reads the record, then sets the field value by combining the two values. The down side to this approach is that the user won't see this value until they refresh the page.

I realize you're after a no code approach, however, if you want to do this with code, you can add something like this to the methods of the page - this will set the name when the record is saved (assuming the field names are correct):

save: function() {
    var account = this.get("Account");
    var need = this.get("LeadType");
 
    if (account && need) {
        this.set("Name", account.displayValue + " - " + need.displayValue);
    }
 
    this.callParent(arguments);
}

(btw, I don't know why formatted code doesn't format code correctly on these forums, but the && is supposed to be &&)

Ryan

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I've created a process that send email.

I'm trying to inject process parameters into an HTML element of a custom email template, But the values are NOT populated into the html output.

 (see attached screenshot..)

 

Thank

Eran 

File attachments
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 Hello Eran, 

in order to do that first you need to add a block to the designer, and then add a text element. When you click on the text element, you will see at the top corner a thunder. If you click on the thunder you will be able to add your parameter to the text element.

Then, you need to click again on the text element, and you will see near the tunder another button, which has a tag inside <>, it is called "Edit source HTML code". You can click on it and it will show you the HTML for this text element, including the HTML for the parameter. Now you need to copy the  HTML code for this parameter (it will be an image tag) .

Then, you can go to the HTML block where you want to use this parameter, and paste it.  This will be enough to pass the parameter.
Also, you can create a parameter at the HTML element, and at the  "Value" field, you can pass this image tag that represents your parameter. 

Both options are valid to pass a parameter to your HTML element. I'll attach here photos showing how to do the steps mentioned above.

 

Best regards,
Dariy

 

 

Hello Eran, 

 

following our conversation over the email, I'll share here as well the two ways to dinamically insert Id's into a link, in order to use that link at an email.

 

-The best one is creating a formula where you will concatenate two strings, the URL + the activity ID. 
You just need to create a formula before the email and modify the strings like this
"http://my.domain.com/0/Nui/ViewModule.aspx#CardModuleV2/ActivityPageV2/edit/"+[#Parameter 1#]  
I'll attach a photo showing how you can do this.


After that, your Parameter 1, will be a ready to use link with the ID attached at the end.
Now you can insert it into a text block (clicking on the thunder icon as I've shown in photos from previous messages) .
Or you can directly insert the img tag into the HTML code, you dont need to use the <a> tag because the img tag will be automatically converted to a link once you send the email. The formula will be responsible to merge the dynamic value of the parameter with the URL, and when you insert that into the email it will be a ready to use link.

-You can also create a text block in the email, then copy and paste the URL, after that you insert the Parameter with the ID, and then you put quotation marks between them "http://my.domain.com/0/Nui/ViewModule.aspx#CardModuleV2/ActivityPageV2/edit/[#Parameter 1#]".
This method is less desirable to use but i'll also attach a photo showing how does it look in the email designer.

 

Best regards,

Dariy

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Hi Community, how are you?

We have own package configured as seen on the image below:

 

In this environment we are using this addon: https://marketplace.creatio.com/app/field-sales-creatio

We made customization for mobile (Account, Contacts, Opportunities, etc. ) that are working as expected on the default workplace. In this workplace we cannot use Field Sales, so we change to Field sales workplace. By default Field sales workplace only include activities so we included account, contact, etc. The scenario right now is:

  • If we use default workspace we see our customization but activities is standard without field sales functionality
  • If we use Field sales workspace we can use field sales functionality but our customization on Account for example are not visible (we see the standard account)

Our goal is to combine Field Sales add-on functionality with our customizations. We thought that this was something that was given implicitly since in our package we inherited from field force.

Appreciate any help.

Thank you

 

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Dear Uriel, 

In this case, depending on kind of customization you made you need to check MobileManifest and Modules you are using for DefaultWorkplace and try to copy them and their content into respective modules and manifests for Field Workplace. 

Basically, workplaces in mobile are different applications and in this case you will have to manually transfer the needed changes. 

Kind regards,
Roman

Roman Brown,

Thank you!

I tried but I couldn't. It takes me some changes yes and others no. Do you have any example of this?
Regards.

Uriel, 
 

Unfortunately, there is no examples we can provide you with as there can be different variations of customizations made. The general recommendation would be to perform all the manual changes you need to make in Mobile Application Wizard before modifying the code in schemas, because saving changes in wizard will override your customizations. 

Once all the fields and sections are added, you can proceed with transferring customizations in code. 
More information on customizations can be found in this academy article and all other articles related to it:
https://academy.creatio.com/docs/developer/architecture/microservices/m…

Best regards, 
Roman

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