I create a business rule in a custom section to implement a cascading lookup filtering the values of a lookup using the value of another lookup, but it won't save, the loading spinner rotates indefinitely.  Creatio 8.0.6 with the 'Use Freedom UI interface' system setting disabled.

 

Any suggestions appreciated.

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Dear Gareth,

 

In order to fix the issue, please contact us at support@creatio.com, so we can carefully review the error. 

 

Thanks in advance!

 

Best regards,

Anastasiia

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Hi community,

I have a custom button in the product in order detail action menu.

When I click this custom button, I want it to save the parent order page before it continue to do other work.

How may I get the master record and save? Is it like this.parent.save() or something else?

Thank you!

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Oleg Drobina,

Thank you Oscar, it works! I provide my codes below:

onButonClick2: function() {	  
  var config = {
	  sysProcessName: "UsrProcess_46b3b57Dynasafe11",
	  parameters: { 
		  ProcessSchemaRecordID: this.get("MasterRecordId")
	  },
	  callback: function() {
		  this.reloadEntity();
		  Terrasoft.showInformation("The process has completed.");
	  },
	  scope: this
  };			  
  var args = {
	  isSilent: true,
	  messageTags: [this.sandbox.id],
	  callback: function() {
		  ProcessModuleUtilities.executeProcess(config);
	  }
  };
  this.sandbox.publish("SaveRecord", args, [this.sandbox.id]);				  
},

 

Hi Andrew,

 

Probably this approach can save the master record of the detail, but it should be tested (taken from the examples in the BaseGridDetailV2):

const args = {
					isSilent: true,
					messageTags: [this.sandbox.id]
				};
				this.sandbox.publish("SaveRecord", args, [this.sandbox.id]);

 

Oleg Drobina,

Thank you Oscar, it works! I provide my codes below:

onButonClick2: function() {	  
  var config = {
	  sysProcessName: "UsrProcess_46b3b57Dynasafe11",
	  parameters: { 
		  ProcessSchemaRecordID: this.get("MasterRecordId")
	  },
	  callback: function() {
		  this.reloadEntity();
		  Terrasoft.showInformation("The process has completed.");
	  },
	  scope: this
  };			  
  var args = {
	  isSilent: true,
	  messageTags: [this.sandbox.id],
	  callback: function() {
		  ProcessModuleUtilities.executeProcess(config);
	  }
  };
  this.sandbox.publish("SaveRecord", args, [this.sandbox.id]);				  
},

 

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Hi community,

I made a custom button in the product in order detail action menu.

In this button onClick event, I called a business process and had to pass the order's id to it.

How do I get the order id from within the product in order detail schema so that I can pass it to the business process?

 

Thank you!

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Hi,

 

You can use:

this.get("MasterRecordId")

to get the master record Id value and use it in the click handler method.

Hi Andrew,

1. You can pass OrderProductId to the process and read OrderId from OrderProduct

2. You can call process from OrderProductDetailV2 with such a code:

            runMyBusinessProcessAll: function() {
                ProcessModuleUtilities.executeProcess({
                    "sysProcessName": "UsrMyProcess",
                    "parameters": {
                        "OrderId": this.get("MasterRecordId")
                    }
                });
            },

Hi,

 

You can use:

this.get("MasterRecordId")

to get the master record Id value and use it in the click handler method.

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Hi community,

How may I add a custom button to the detail action menu as the 1st item?

 

Thank you!

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Andrew Sheng,

 

hi,

 

The approach is the same as in the community thread Bogdan shared, but in your case you need to first add you button and then call parent method logic.

Hello Andrew,

 

Your business task could be achieved only by development.

You can find useful information here.

Bogdan,

Hi Bogdan,

I can do it. I just need to know how can I put the custom button at the top of all action menu items.

 

Thank you!

Andrew Sheng,

 

hi,

 

The approach is the same as in the community thread Bogdan shared, but in your case you need to first add you button and then call parent method logic.

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Hello All,

We have deactivated the "Handoff to sales 7.8.0", and we have implemented our custom process for it. But the OOTB BP gets triggered from its parent BP "Lead management 7.8.0".

Approach 1:

I have overridden the process "Lead management 7.8.0" by removing the Sub-Process "Handoff to sales 7.8.0" and saving it in a newer version.
Ref Img,

Also updated the system setting value of "LeadmanagementProcess" to the newer BP name. But when we try to run the flow the BP is not triggered and there is no error in the console when tried to debug, it's getting the right process from the value from SysSetting, but for no reason, the process is not been triggered and no logs found.

Approach 2:

I have overridden the process "Handoff to sales 7.8.0", in such a way when the process gets triggered it will terminate by not performing any logic.

Ref Image,

But when we run the flow it throws the below error.

Kindly, help us in identifying best way not to trigger "Handoff to sales 7.8.0" process ?

 

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Hello,

 

Please note that Lead management process 7.8.0 is a complex process that consists of sub-processes that are triggered by the lead status change.

You can open it from the Process library to analyze its logic and understand how it works. If you want to customize it, you need to copy this process or create a new one, then disable the standard process and enable your own.

Here is more detailed info about the standard lead management process: https://academy.creatio.com/docs/user/marketing_tools/leads/lead_management_process_shortcut/lead_management_process

Kalymbet Anastasia,

I just wanted to deactivate the BP - "Handoff to sales 7.8.0". Even though I deactivated it manually it tries to run from the parent process called from the "LeadmanagementProcess". I made an exact copy of the "LeadmanagementProcess" removed the subprocess calling HandOff to Sales and changed the system setting value. But there is no error and the process is unable to trigger (Approach-1, mentioned above).

What is the best and easiest way to deactivate "HandOff to sales 7.8.0" BP without disturbing mostly on other items?

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I'm having an issue where no previously created activities are appearing in the mobile application when toggling to Offline Mode.

Can anyone provide insight on where to look for a fix?

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Hello,

Please follow the same post here.

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Hello community,

 

I came across the following to return the user back to section list page after saving section record

save: function(config) {
	if (!config) config = {};
	config.isSilent = true;
	this.callParent([config]);
}

 

Unfortunately, this if isSilent =true, the detail records are not saved in New Mode

I would like to save both detail record and the section record and return the user back to list page.

 

Is there a way to programmatically call Close button after saving a record?

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Hi,
The first thing that comes to mind is to call a sandbox message in your detail save. In the main object schema, you need to subscribe to this message and call the save and close button methods.

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For example, if we have 100 employees and 30 of them are white-collar and the other 70 are blue-collar, how many named users and/or concurrent users might we need for Creatio Workflow?

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Hi colleagues, 

Could you please clarify what you mean by white and blue-collar employees?

Aleksei Efimenko,

Workers who work physically in an enterprise are called blue-collar, while those who work in the office and work in management are called white-collar.

My main question is: What does the user license described in Creatio mean? What rights do they have. Does every person working in the company need to have a user license? For example, is it possible to send an e-mail to a person who works in a company but does not have a user license? Or can someone without a user license interfere with a process?

Thank you

 

Haşmet Fevzi ÇAKMAK,

Users without any licenses can't even log in to the application.

But, different users can have different licenses.
For example, one user can have a license for a service product, but he will not be able to access marketing sections (like Emails and Campaigns).

Yes, there are no problems to send the email to the person who is not a Creatio licenses user, and no problem getting an answer from this person too.

If I got your question correctly - you need 30 licenses.

Please feel free to let me know if you have further questions.

Best regards, Alex.

 

 

 

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Hi all, 

 

I've got a frustrating one I am hoping someone will be able to help with! :) 

 

On version 8.0.4 I had made the attachment component of the freedom UI editable through adding the same code that is used on other list components. However, with 8.0.5 that no longer works! - Anyone have any idea how to do that? 

 

Thanks!

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Dear Harry,

 

Thanks for your question.

 

Could you please clarify what exactly error you get in the component? A screenshot will be much helpful for us.

 

Thanks in advance!

 

Best regards,

Anastasiia

Anastasiia Marushenko,

Hi Anastasiia, thanks for the quick reply! 

By design, the Attachment component in Freedom UI doesn't allow you to edit columns, or have the ability like other lists to turn on the "Editable" toggle.

 

This means that you are unable to update other columns, such as document type in the example below.

 

 

On previous versions I got around this by adding "IsEditable" attribute to "true". However, it looks like on the latest version the code has changed, which when applied to an attachment component it does not work. 

 

The below code is what is used to define if a list should be editable on a standard grid. Is there any other way to do this on the attachment? 

 

    "values": {
                    "type": "crt.DataGrid",
                    "layoutConfig": {},
                    "features": {
                        "editable": true
                    },

 

Thanks

Harry

Hi Anastasiiaa, any update possible on this? Thank you. 

Hello,
 

In new versions of the application, it is not possible to enable an editable registry for the Attachments detail.

Thanks Nikita, it does look like that’s the case. 
 

you don’t happen to know where the source code for the attachments component is held do you? I can’t seem to find it anywhere. 

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Hello,

I am trying to validate a section data using custom code and entity event layers.

Since the current user can belong to different regions across the world, the validation error message must be thrown in different languages.

 

I understand we can use Localizable Strings, but I am unable to Get the value of the localizable string.

 

If I create a Localizable string called "MessageToUser", how can I access its value in C#?

 

Thanks in Advance!

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Hi Shivani,

You are correct, in this situation you need to use Localizable strings.

In the source code you can create it in the left panel, and if you want to add them to event logic, you can find them in the "Resource" section:

You can find an example on how to access this string in this article.

 

Dmytro Vovchenko,

 

Thank you. Unfortunately, the line of code to get localizable string :

 var bodyTemplate = UserConnection.GetLocalizableString(ClassName, "BodyTemplate");

gives the following error in Visual Studio

'UserConnection' does not contain a definition for 'GetLocalizableString'

I had referred this link earlier, and since the definition was absent, I was wondering if I am missing something or there is any other way to get the localizable string in Source Code Schema

 

Just to be sure, did you use all on them in your code?

using System.Collections.Generic;
using Terrasoft.Common;
using Terrasoft.Core;

 

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