Hi community, 

Could you please help with setting up logging for any actions done by the user specifically, view Contacts/Accounts pages, details?

 

Thanks

Like 0

Like

4 comments

Hi Mariam, 

 

To enable logging for specific actions, navigate to the Settings menu located in the upper-right corner and select Change Log under the Users and Administration section. From there, you can configure and monitor activity for specific objects. Please note that this feature allows you to track any actions performed by users, rather than activities solely related to viewing. Unfortunately, it is not possible to monitor this type of activity without direct user interaction.

 

Hello Hanna, thanks for the response. In case user does no change to the page, but just views data related to some object, will Change log record and keep this info for further access and monitoring of user's activities?

 

No, the change log only shows the records that were modified. Unfortunately, it won't show who has just viewed the record and didn't do anything 

Thanks, Hanna. Are there any plans at Creatio end to implement such possibility, i.e. show who just reviewed the records?

Show all comments

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

Like 0

Like

3 comments

Hello Sasori,

You can try using BP for this case. For example, when you save a record in a mini page, you also run a business process that will update a value in your lead record. You pass date value to the BP and set (update) relevant field in the lead record. 
 

An easy way to accomplish this is to just use a process with a signal of Activity added with Type=Task, Category=To do, Lead is filled in. Then update the lead with the date. If you have live data updates enabled for the Lead object you'll even see the screen refresh with the value. 

Ryan

Ryan Farley,

Thank you for your input! However, the challenge with this approach is that there might be multiple activities associated with a single Lead that have this specific configuration (Type = Task, Category = To Do, Lead is filled in).

Would it be possible to handle this scenario directly via the Frontend instead?

Looking forward to your thoughts!

Show all comments

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#]\"}]"
            }

            

           

Like 0

Like

3 comments

Are you sure the remaining access rights for All employees role is not "Deny"? I believe that process element won't technically remove the access rights, you'll still see it there but will be "deny" instead of allow.

Hello!  
 

I created a similar business process and successfully ran it. 

The process worked correctly, and I’m attaching screenshots as proof.  








You can also set the field "Which access rights to add?" to "All employees—Restrict", and the process should work as you expect.

In my example, I did exactly that, and I’m attaching the screenshots:





The reason why permissions are not changing as expected might be due to incorrect configuration of the "Change Access Rights" element in the business process. Please review the configuration of this element and ensure that the correct conditions and access rights are specified.  
 

If everything seems correct, please create a support request by contacting support@creatio.com

We will review the issue and assist with a solution.  

Regards,
Orkhan

I was able to successfully set the rights for the employees according to the instructions; interestingly enough, the rights edit page does not show that anything has changed. 

Show all comments

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.

 

Like 0

Like

3 comments
Best reply

Yes, as Ryan says, it is possible to configure this in Freedom UI without code. You can see an example of this in the screenshot above - you select the Invoice items list, in your example, and apply a filter by page data, specifying the Invoice list data source.

 

This is definitely available in 8.1.3, and I believe it's been around since at least 8.1.0 but possibly longer.

You can see an example of this in 8.2 on the new Web Analytics page. At the bottom there are two lists, a selected record on one filters the second one. This is all done with no code, however, I am not sure if that is only available in 8.2 or also in prior versions.

Yes, as Ryan says, it is possible to configure this in Freedom UI without code. You can see an example of this in the screenshot above - you select the Invoice items list, in your example, and apply a filter by page data, specifying the Invoice list data source.

 

This is definitely available in 8.1.3, and I believe it's been around since at least 8.1.0 but possibly longer.

Thank you very much Harvey and Ryan - it helped me a lot! 

Show all comments

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. 

 

 

Like 0

Like

3 comments

Hello Jeffrey,

Could you please clarify the business task? Correct me if some step is wrong:

  1. 1) The system user updates the price on the Product list page 
  2. 2) The old price goes to the UsrPreviousPrice column and the new price adds to the "Price" column
  3. 3) Do You need to email the customers with 2 prices (old one and new one)? Or do you want to notify the system users by the notification in the system?

Anhelina,

Hi, Anhelina, 

     Thank you for your reply. 

1) The system user updates the price on the Product list page
 - -->Correct, the puchase dept will update the new price based on market information.

2) The old price goes to the UsrPreviousPrice column and the new price adds to the "Price" column
--->Correct

3)  Do You need to email the customers with 2 prices (old one and new one)? Or do you want to notify the system users by the notification in the system?
--> I want to compare the two price and if the current price is larger than the previous price, I will notify the user who have orders that contain these products. 

Right now,
  2) is what I need to solve, (maybe object event process), but not yet know how to do.
  
  3) I believe I can solve it by using business process.
 

Jeffrey,

Step 2 can only be realized by writing code and I've found the same question on the Academy. As a workaround, you may manually copy the price to the UsrPreviousPrice column before updating.

Step 3 you may realize through the one business process. You should add two parameters (values from two columns), compare them and send an email if conditions passed:

  1. 1) Check in this article how to compare two BP's parameters
  2. 2) Sending the email from BP you may check here.
Show all comments

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

Like 3

Like

3 comments

Hello, some feedback regarding this question?

 

Thanks

Hello, 

 

Thank you for reaching out.

 

This functionality is still in development, so access to it will only be available after the official release, which is currently planned for version 8.2.2.

Sergii Zhmurko,

Thanks for confirming that we will have this feature soon! :-)

Show all comments

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.

File attachments
Like 0

Like

2 comments

Hi Mouna Rachidi,

I wasn’t able to reproduce the issues related to the template upload and compilation errors. Could you please share a few more details so I can help you better?

  • Which version of Studio Creatio are you using?
  • What version of the Excel Reports Builder for Creatio is installed, or when did you install this app from the Creatio Marketplace?
  • What’s the file extension of the template you’re trying to upload?

Dear Irina Lazorenko,

 

Thank you for your attention to my request. Please find below the information you requested:

 

  • Which version of Studio Creatio are you using: Version 8.0.6.3439 (.NET Core 3.1.32)
  • What version of the Excel Reports Builder for Creatio is installed, or when did you install this app from the Creatio Marketplace: I installed the add-on from the Creatio Marketplace (Excel Reports Builder for Creatio).
  • What’s the file extension of the template you’re trying to upload: Microsoft Excel Worksheet (.xlsx)

 

Please let me know if further information is needed.

 

Best regards,

Mouna.

Show all comments

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।

Like 1

Like

0 comments
Show all comments

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.

Like 1

Like

1 comments

Hi,

You can read about App management and Package management by following links to articles on the Creatio Academy:

    App management
    Packages overview
    Packages transfer 

Thank you!

Show all comments

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?

Like 0

Like

2 comments

We make detail (even if there will be only one record) with records permission for such cases

Vladimir Sokolov,

That is a great idea to be sure that this value is not pulled anywhere! As of current implementation for us, we would like to retain the field at the section level and are looking for ways by which the visibility can be controlled. 

I think, there has to be way for the rules on form page to reflect on the list page and in folders as well. In most cases, we hide the fields because it has information that need not be shown to some users and the platform unfortunately provides a way to by-pass this by letting users add the field on the list page.

Show all comments