Hello Community,

We have created a button in Leads_FormPage that opens AddTaskMiniPage

Code in Leads_FormPage that opens the AddTaskMiniPage

  {
        request: "usr.OpenTaskModalPageRequest",
        handler: async (request, next) => {
            const handlerChain = sdk.HandlerChainService.instance;
            await handlerChain.process({
                type: 'crt.OpenPageRequest',
                schemaName: 'AddTaskMiniPage',
                $context: request.$context,
                scopes: [...request.scopes]
            });
            return next?.handle(request);
        }
    }		,

Our end goal: We want that upon the Activity is created (Save button clicked in AddTaskMiniPage) the value of 'Start' field in AddTaskMiniPage, is copied to another Date field in the Leads_FormPage.

How can this be acheived?

Regards

Sasor

Hello 

I have created a business process that reads in the creation and modification of a project id and project manager, 

I then wanted to change the permissions so that only the project manager could delete it, but during the execution of the process the values still remain on true 

What could be the reason for this?  I run the process as an administrator and the delete test is run on a user who does not have these permissions. The way it should work is that no one but the administrator should be able to delete projects. 

even though the process is executed, the value remains true 

    "Parametr": "List of rights to delete",
            "Wartość": {
                "Before execution": "[{Id:\"54e9e783-704b-4d77-b621-d8054d39f52a\",ParameterName:\"Role1\",Name:\"All employees.a29a3ba5-4b0d-de11-9a51-005056c00008\",CanRead:true,CanEdit:true,CanDelete:true,Source:\"3\",Grantee:\"Role\",Value:\"[#Lookup.84f44b9a-4bc3-4cbf-a1a8-cec02c1c029c.a29a3ba5-4b0d-de11-9a51-005056c00008#]\"}]",
                "After execution": "[{Id:\"54e9e783-704b-4d77-b621-d8054d39f52a\",ParameterName:\"Role1\",Name:\"All employees.a29a3ba5-4b0d-de11-9a51-005056c00008\",CanRead:true,CanEdit:true,CanDelete:true,Source:\"3\",Grantee:\"Role\",Value:\"[#Lookup.84f44b9a-4bc3-4cbf-a1a8-cec02c1c029c.a29a3ba5-4b0d-de11-9a51-005056c00008#]\"}]"
            }

I'm trying to filter records of one list by the selection from the other. The example is:

I have a Contract record. On the Contract record I added an Invoice list (related to Contract). Under the Invoice list I have a list of Invoice Items (related to Contract and to Invoice, each Invoice can have multiple Invoice Items).

I added a checkbox "Selected" on the Invoice and wanted to do it that way, that user clicks "Selected" on the Invoice and saves the record, and then the Invoice Item list is filtered by the Invoice, which has the Selected flag set to True. This doesn't work, system says the query failed, plus when I add "Selected" flag on Invoice Item list (from related invoice record) it's never selected (although on Invoice it is).

Do you have any other ideas on how to enable user to see on one page the invoice items for the invoice they select? I tried it with quick filter as well, but I cannot seem to make a filter to show only the invoices related to the opened contract.

Hi, all mentors, 

    I'd like to compare Product previous price after user update the product price, if the price change, I can use BP to notify related user . So, I add one column into product (UsrPreviousPrice) , and try to store the product previous price in it.

   However, I am new in object event handling and c#, but I believe it will help solve the issue, right now I don't know how to write the script task part. Please help clarify any errors. 

Today I saw in Creatio 8.2 something long awaited to be available in Freedom, the rule that allows you to designate a formula to a field.

But :-( when trying to designate a formula to a field, it doesn't allow me to do so and apparently what I saw is ‘on hard’ and it is not possible to add this element to our business rules yet.

I saw it in the OrderProduct object to calculate the total of an order line, you can change the formula, but not add a new one, because the ‘Set up formula’ element is not accessible.

Does anyone know how to access ‘Set values’ using formula?

Thanks

Julio

Dear Community,

After installing the "Excel Reports Builder for Creatio" add-on and removing the APK and JAR extensions in the system settings as guided by this tutorial (Failure to Upload Template for Excel Report in Creatio and a Solution), I attempted to upload my Excel template. Unfortunately, I received an "Empty Response" message.

To investigate further, I compiled all packages, which resulted in the attached compilation errors.

Any advice on how to address this issue would be greatly appreciated.

Thank you in advance for your assistance.

आप इनमें से किसी भी चैनल का उपयोग करके शॉप्सी ग्राहक सहायता टीम तक पहुँच सकते हैं 0 908-8566-267✅और जितनी जल्दी हो सके अपनी शिकायत दर्ज करें।

Hi,

We're currently developing and customizing pre-existing applications in Creatio, and we’ve encountered an issue that we need your assistance with.

For example, when we purchase the Sales module, Creatio comes with an Order Management app and others. We need to customize it by adding new columns and data tables to the Order package. However, we're unsure how to export these additional objects to another environment.

Here’s what we’ve tried:

1. Using the Application Hub, we were able to install the entire Order Management app with the additional customizations the new objects we added (which are visible in the package) don't appear in the "All Apps" section.
2. In advanced setting, we noticed that when we add new items to the Order Management app, a folder named "UsrCrtOrderContractMgmtApp" is automatically created, containing all the new elements we’ve added. But we’re unable to migrate this folder to the other environment because the system can’t find the schema ID.

We’re wondering if there’s a proper way to migrate these customizations to another environment, especially when the base module already exists.

Hello,

I have a column called "Income" which contains sensitive information and is accessible based on multiple business rules and custom code. We realized that while this works on the form page, any user can add the column on the list page and get to see the values.

The column permissions using object permission will also not work because as mentioned above, the field is to be made visible based on multiple rules and custom logic.

Is there a way to prevent user from adding this column on the List page?

As we create a new system user then all employees role is added automatically/by default, i need not to assign any role, where can i edit this thing?