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?

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  • Hello,

    If you want to assign a new role for the system user, please navigate to System Designer → Organizational roles. 

    In this section, you can set up any existing role for the system user or create a new role and add the user to it.



    Or you can navigate to System Designer → System users. In this section, you need to select the user and switch to the Role tab. In this tab, you can add organizational or functional roles to selected user.



    You can find more information regarding your question here:

     Assign a user role
  •  Organizational roles
  •  Functional roles
     User management

    Best regards,
    Antonii.

     
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Hello Community,

I am currently facing an issue with a model page that contains two lookup fields: one for contact and the other for email. My goal is to allow the user to select an email address associated with the selected contact, not just the primary email, but any email linked to that contact. To achieve this, I am using dynamic filtering for ContactCommunication to filter by the current contact and email communication type.

I’ve implemented this logic within the crt.LoadDataRequest handler because the email field is a simple dropdown and does not open a separate selection page.

The problem: 
When a contact is selected, I refresh the email list data source as expected. However, the email list is not properly reloading after a contact is deselected and reselected. In this case, the email filters do not update correctly. The issue is that the email list only reloads and applies the correct filters when I manually reselect the email field.

This behavior is causing a problem where the email dropdown is not correctly filtered based on the newly selected contact. Below is the code I am using for the handler:
 

handlers: /**SCHEMA_HANDLERS*/[
 {
   request: "crt.LoadDataRequest",
   handler: async (request, next) => {
     const emailDataSource = "UsrEntity_004572bDS_UsrEmailAddre_gzbqqxc_List_DS";
     const contactDataSource = "UsrEntity_004572bDS_UsrContact_7esmp6a_List_DS";

     if (request.dataSourceName === emailDataSource) {
       const lookupValue = await request.$context.UsrEntity_004572bDS_UsrContact_7esmp6a;
       console.log("Lookup Value:", lookupValue);

       if (lookupValue) {
         console.log("Filter Hit");
         const filter = new sdk.FilterGroup();
         filter.addSchemaColumnFilterWithParameter(sdk.ComparisonType.Equal, "Contact", lookupValue.value);
         filter.addSchemaColumnFilterWithParameter(sdk.ComparisonType.Equal, "CommunicationType", "EE1C85C3-CFCB-DF11-9B2A-001D60E938C6");

         const newFilter = Object.assign({}, filter);
         newFilter.items = filter.items;
         console.log("Filter created");
         request.parameters.push({
           type: "filter",
           value: newFilter
         });
         console.log("Filter added to request");
       } else {
         console.log("Empty Lookup");
         // request.$context.UsrEntity_004572bDS_UsrEmailAddre_gzbqqxc = null;
         // request.$context.UsrEntity_004572bDS_UsrEmailAddre_gzbqqxc_List_DS = null;
       }
     }

     if (request.dataSourceName === contactDataSource) {
       console.log("Contact Selected, reloading email address list");
       // request.$context.UsrEntity_004572bDS_UsrEmailAddre_gzbqqxc = null;

       await request.$context.executeRequest({
         type: "crt.LoadDataRequest",
         $context: request.$context,
         config: { loadType: "reload", useLastLoadParameters: true },
         dataSourceName: emailDataSource
       });

       console.log("Email list reloaded successfully!");
     }

     return await next?.handle(request);
   }
 }
]/**SCHEMA_HANDLERS*/;
 

I would greatly appreciate it if you could look into this issue and suggest a solution.

Thank you!

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It is hard to tell what the issue is based on the code alone, in this situation, it would be better to run a proper debug to see what exactly went wrong. But, based on your description I can assume that there is something wrong with a refresh. Not with its code but rather with a place it is called. Try to use different approaches to it.

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Hello 
For some time now, I have noticed that the process of importing users from ldap does not start correctly even though it is set to synchronize every 2h. 


interestingly enough the process starts without problems if I run it manually 

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3 comments

Hello!

 

Please provide us with a detailed information on what is not working correctly (business process not starting on time, is being delayed or not finished)?

Hello 
Business process not starting on time, it only works if I start it manually

Hello,
 

Please re-save the LDAP settings under the active user and make sure that the Creatio scheduler works.

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Hi Community,

Can you provide a snippet on how we can achieve the following?

For example in the 'Contacts' editable list

We want the field 'Full Job title' to be editable and the field 'Email' to be NOT editable (its values are populated via Business processes) so we dont want manual insertion from the user. How can this be achieved?

Sasor

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You could add a business rule at the object level to disable editing of the email, but then it would also be disabled at the page level (unless that is also what you want). Other than that, the only option is to turn off the editable list property (since, currently, you can't make certain fields editable and others not)

@sasori Great idea !

Try add a readonly flag to your column in crt.DataGrid for Contacts
After that try to restore default settings on the page for this detail if you added more columns to this grid. This functionality is kinda buggy.

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Hello team,

I have question that there are 2 tabs and inside it there is available 3 fields. For example, we have MainTab and AdditionalTab and inside MainTab there is firstname, lastname, middlename. Inside AdditionalTab there is Phonenumber, email, birthdate. I need to put validation to this fields separately. If I put validation to firstname and Phonenumber, these two shouldn't affect each other. when Firstname and Phonenumber is not filled in and try to save record, if I am on Maintab, system should return Firstname validation. at the same time, when I change tab to AdditionalTab, system should return Phonenumber validation. in this case how can I put validation based on tabs?

Below I'll share written code for validation.
 
define("UsrExample1Page", ["ConfigurationConstants"], function(ConfigurationConstants) {
    return {
        entitySchemaName: "UsrExample",
        attributes: {
         "CurrentActiveTab": {
               dataValueType: Terrasoft.DataValueType.TEXT,
               type: Terrasoft.ViewModelColumnType.VIRTUAL_COLUMN,
               value: "" // Initial value, empty by default
           }
       },
        details: /**SCHEMA_DETAILS*/{
            "Files": {
                "schemaName": "FileDetailV2",
                "entitySchemaName": "UsrExampleFile",
                "filter": {
                    "masterColumn": "Id",
                    "detailColumn": "UsrExample"
                }
            }
        },
        methods: {
           onActiveTabChange: function(activeTab) {
               // Store the active tab identifier
               this.set("CurrentActiveTab", activeTab);
           },
 
           setValidationConfig: function() {
               this.callParent(arguments);
               this.addColumnValidator("UsrName", this.nameFieldsValidator);
               //this.addColumnValidator("UsrLastName", this.nameFieldsValidator);
               this.addColumnValidator("UsrPhoneNumber", this.phoneFieldsValidator);
           },
           nameFieldsValidator: function(value, column) {
               var invalidMessage = "";
               var firstName = this.get("UsrName");
               console.log("Name:", firstName);
               if (Ext.isEmpty(firstName)) {
                   invalidMessage = this.get("Resources.Strings.InvalidNameMessage");
                   // Switch to the tab containing the first name field
                   console.log("Switching to name tab:", invalidMessage);
                   this.set("CurrentActiveTab", "Tabbfc229c0TabLabel"); // Assuming "NameTab" is the tab identifier
               }
               return { invalidMessage: invalidMessage };
           },
           phoneFieldsValidator: function(value, column) {
             var invalidMessage = "";
             var phoneNumber = this.get("UsrPhoneNumber");
             console.log("Phone number:", phoneNumber);
             if (Ext.isEmpty(phoneNumber)) {
                 invalidMessage = this.get("Resources.Strings.InvalidPhoneNumberMessage");
                 console.log("Switching to phone tab:", invalidMessage);
                 this.set("CurrentActiveTab", "Tab68b5b8f6TabLabel"); // Ensure this is correct
             }
             return { invalidMessage: invalidMessage };
         }
       },
        dataModels: /**SCHEMA_DATA_MODELS*/{}/**SCHEMA_DATA_MODELS*/,
        diff: /**SCHEMA_DIFF*/[
           {
               "operation": "insert",
               "name": "Tabs",
               "values": {
                   "tabs": [
                       {
                           "name": "MainTab",
                           "caption": { "bindTo": "Resources.Strings.MainTabCaption" },
                           "items": [],
                           "change": { "bindTo": "onActiveTabChange" }
                       },
                       {
                           "name": "AdditionalTab",
                           "caption": { "bindTo": "Resources.Strings.AdditionalTabCation" },
                           "items": [],
                           "change": { "bindTo": "onActiveTabChange" }
                       }
                   ]
               }
           }
        ]/**SCHEMA_DIFF*/
    };
});
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Hello Abbos,

To do so, you can replace the OnSaved method, where you make a check:

1) needed tab is active 

2) validation successful

If both are true - call this.callParent(arguments). Else - add needed conditions.

onSaved: function() {
	var activeTab = this.get("ActiveTab");
	var isActiveTabTab2 = activeTab == "Name of the tab"; //result true\false
	var isFirstColumnValid = this.validateFirstColumn(); //result true\false
	if (isActiveTabTab2 && isFirstColumnValid) {
		this.callParent(arguments)
	} elese if () {
		...
	} else if () {
		...
	} else {
		...
	}
},
 
validateFirstColumn: function() {
	var colValue = this.get("ColumnCodeHere");
	return colValue == "Test value" || colValue = "1" //add conditions here
}

P.S. This method will not work with the required fields, since disabling the requirement is impossible.

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This column in the form page works with a case. It has rules for changing statuses.

 

I want to block only it so that it cannot be edited in the detail list.

 

 

Can anyone help me?

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Hello!

 

By using basic functionality, you can only turn off all inline editing. In this case, you will not be able to edit all columns on the List page.

 

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Hi colleagues,

 

Somebody know how can I made the default column "Name" of a detail (in Freedom) not clickable? 

 

Thanks in advance

 

Regards

Julio Falcón

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Best reply

I'm not aware of anything you can add in the column properties to make it not clickable, but it's possible that there's something available (hard to know and it's not mentioned in the List properties). 

Would it work to just expand the Lookup column to map the display value column directly to the list? Also, if you never want it a clickable link you can remove the default page for the object (if that is something that would work for your scenario - obviously won't work for OOTB entities)

I'm not aware of anything you can add in the column properties to make it not clickable, but it's possible that there's something available (hard to know and it's not mentioned in the List properties). 

Would it work to just expand the Lookup column to map the display value column directly to the list? Also, if you never want it a clickable link you can remove the default page for the object (if that is something that would work for your scenario - obviously won't work for OOTB entities)

Ryan Farley,

Thanks Ryan, I created another field and when create a new record using a process copy the Name column value to this column and in the detail show this another... is not the very best, but works :-)

 

Thanks

Julio

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Hi

 

In Creatio 8.1.2 I think Creatio add a new user setting called: Number format.

 

All other user settings had a Default value to configure in System Settings, but I didn't found one to set a default value to this setting.

 

Is there one already or is it scheduled for a near future version?

 

 

Thanks in advance

 

best regards

Julio Falcón

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Hello,

It is now possible to change the number format for the user on the user profile page, since version 8.1.2. There are no settings to set default for all users format, as they can do it them self in their user profile settings.

Best regards,
Ivan

Ivan Savenko,

Please could you add this requirement to the to-do list?

 

All other user profile configurations have a system setting to define a default, why should this new one be different?

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Thanks

 

 

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Ivan Savenko,

Dear Ivan,

 

I mean APP Icons, When I'm on App Hub and want to add a new app and assign it an icon, I can just access predefined icons. 

 

I need to know, if like in CLassic UI, I can upload my own.

Thanks

Ivan Savenko,

Dear Iva, Hello Colleagues, some idea how to do what I'm asking? is it possible?

Julio.Falcon_Nodos,

I believe you can add the image bytes into the SysModule record, however, I don't know of any easy way to do this without creating something to load the bytes into the table. The no code tools only allow for selecting from the list of choices.

Ryan

Ryan Farley,

Thanks Ryan,

 

In Classic UI this were a daily task (In Section Wizard), I expect in some near future it could be available on App Wizard also to Freedom APPS

 

Regards,

Julio

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Hi,

 

Does anyone know what table they are in, I need to reset them once a year.

 

We, when a record is generated with Autonumber, we add to the Autonumber field, the year. So we need each year to have a new numbering, starting with 1.

 

Thanks in advance

 

Julio Falcón

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Hi Julio

The AutoNumber value is stored in a Sequence in the database (Postgres Sequence for cloud instances).
For example, you can get the last value of a sequence using this query:
SELECT last_value FROM "Contact_RId_seq".

To reset a sequence, you can use the following query:
ALTER SEQUENCE "seq_name"
RESTART WITH 0;

Hope this helps!

Mohamed Ouederni,

Thanks,

 

1.- But, can I access this data from a process? 

2.- Have access to this object from a process, 

3.- How to determine which sequence correspond with a specific section?

I have not visible this table from a Creatio Cloud instance, I've enabled an autonumber field in contacts, for example, and not available the table mentioned by @Mohamed, see it

 

Hi Julio

 

1- You can run a custom SQL query from a Task Script.
2- No, you don't have access to the sequences.
3- The sequence name is identical to the column UId. You find it in the source code tab of the Object in Advanced settings.

 

Thanks!

Hello Julio,

Once you add the autonumber column, you'll need to get the UId for the column. You can open the object then select "Open metadata" under the Actions menu, the find the column and get the Guid for the UId. 

That is the name of the sequence in the database. If needed, you can use that to get the next sequence value using this where the guid is the UId for the column (for Postgresql):

SELECT nextval('ed398640-de69-842b-c50c-6c673da5aa98')

Then to reset it to 1 again you can use this (if needed, replace the 1 with whatever number you want the sequence to start at): 

SELECT setval('ed398640-de69-842b-c50c-6c673da5aa98', 1, false);

To do this via a process, you'll need to do a direct database connection and you'll use a script task, see https://customerfx.com/article/executing-direct-sql-statements-in-a-process-or-configuration-web-service-in-creatio-formerly-bpmonline/

Lastly, if you want to get what the last value/number used from the sequence was, you can use:

SELECT last_value FROM "ed398640-de69-842b-c50c-6c673da5aa98"

Ryan

This is No Code ? In Classic UI was sImple, why in Freedom I need NASA certification to do this?

Julio.Falcon_Nodos,

Yes, for now to reset the value it requires the database update (either by Clio, SQL Executor, or asking support to update the value). I do hope we'll get a UI to manage that at some point. The prefix is also set at the object level now, instead of a system setting - so that now requires an object publish to change rather than updating a setting.

Ryan

Ryan Farley,

Thanks for your support Ryan

Julio.Falcon_Nodos,

Hello,

Yes, unfortunately at this moment there is no possibility to reset sequence using No Code. But you can always contact support, and we will be happy to do it for you. We have created a request to the responsible development team to add this functionality in future releases.  

Antonii Viazovskyi,

Thanks Antonii

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