Hi Pedro,

The logic of the drop-down list forming in the quick filter is stored in the CustomFilterViewModelV2 model inside the getLookupValueColumnList function. Your question cannot be solved easily since there is a need to override the module method logic completely and it's not recommended to do. I will create a problem for our R&D team so they could develop the logic of filtering the drop-down result of one filter condition based on the value of another filter condition.

Thank you for the idea and helping us in making the application better!

Best regards,

Oscar

You can change the access rights for the folder and all the All employees role, this will make it available to all users. Click the gear icon for the folder, select Access rights, then add All employees to the Read access rights and they will be able to see the folder. Is that what you're after?

Ryan

Ryan Farley,

Exactly. Working fine, thanks. 

Thank you for your question!

Please be advised that you may feel free to use the "this.reloadEntity();" method for your case.



In addition, you may use a Marketplace solution for refreshing detail`s or section`s lists: https://marketplace.creatio.com/app/refresh-data-button-creatio



Or, you may find more information on your case by these community threads below:

1. https://community.creatio.com/questions/how-refresh-entire-page-without…

2. https://community.creatio.com/questions/default-value-custom-objects

3. https://community.creatio.com/questions/reload-record-page



Thank you!

Regards,

Danyil

 

Hi Pedro,

Maybe it's better to call the https://<instance>/0/rest/FileService/GetFile/7B332DB9-3993-4136-AC32-09353333CC7A/fileId for all the files and receive a response from the third party service? You need to call this link for each record from the DocumentFile table (filed should be modified for each time with an actual Id of a record from the DocumentFile table). Previously we didn't have such requests and we have no practical example of the logic deployment. The link above is a base link used to download attachments when clicking them on the "Attachments" detail so you can try calling it in the webservice.

Best regards,

Oscar

In a process, it's really too late for validation. The best way is to accomplish this via programming. You can use the asyncValidate method for this type of task. I have an article here that shows how to use it and even uses a sample scenario that is similar to yours (the sample code in the article shows how to ensure that an opportunity has a unique job number).

https://customerfx.com/article/asynchonous-validation-on-pages-in-creatio-formerly-bpmonline/

You should be able to use the code in the article with minimal changes to accomplish what you're after.

Ryan

Thank Ryan- And I would just paste this into my source code in contacts? Does it matter where in the code I paste it? I can see where I would put in my own info and sub in my object names- but as a non-coder, I want to make sure I add the code in the correct location. 

Heather Mahley,

This would go into the methods block in the page code. Since you're not familiar with writing code, I'd copy and save all the page code first to revert back to if needed. Also, feel free to post the code with the addition here before saving it and I'll take a look to make sure its all in the right place.

Ryan

I am not certain but there was an update from Creatio last year that removed the PDF function from Printables. Already existing Printables were still able to be converted to PDF, but new printables would not be able to. I am not sure if the Marketplace addon uses a distinct function to convert to PDF or uses what Creatio was using. I have used this element before and it worked but the Printable object may have been created before the Creatio patch that changed this function. 

Hello Rommel, Reid,

The “Save Printable” business process element uses the base functionality for generating printables.

Reid is absolutely right that Creatio products enable generating only the .docx files at the moment. The same refers to the add-on.

Hope this helps.

Have a good day!

Hello,

Any alternative to convert the word document to PDF or any fix to use the "Save Printable" business process element only for the conversion for the latest Creatio version?

Hi,

Please check your filter, it should be like '[ContactCareer:Contact].Account.Id'.

And also the second part on the screenshot, it should be 'this.get("Account").value'.

Hello!

The integration with Facebook lead generation forms has been added to the [Landing and Web Forms] section. Please note, this functionality requires the Identity Server system setting to be filled in (the required value can be requested from the Support team). 

You need to specify the domain of the Creatio website in a Facebook interface to start working with Facebook lead generation option.

To start the process of leads creation you should:

1) Authorize the Creatio application on Facebook side and delegate the application's rights to work with Facebook business pages.

2) Set up the correspondence of the landing page in Creatio application with the form on Facebook side for receiving leads.

All data filled in Facebook landing form will be sent to Creatio as leads records within 1-2 minutes.

Furthermore, you can:

1) Disable the process of leads registration for the landing page.

2) Remove social media pages and Creatio authorization from Creatio application.

Please, let us know in case any further information is required. 

Best regards, 

Olga. 

Hello Uriel,

Once authenticated normally, you can do a POST to the following (it's DataService, but when you authenticate for OData it will also work for DataService, even if you're using OData for the other requests):

/0/DataService/json/SyncReply/RuntimeEntitySchemaRequest

Include the following payload in the request:

{"uId":"25d7c1ab-1de0-4501-b402-02e0e5a72d6e"}

Where the uId included is the UId for the entity (you can get this from SysSchema or VwSysSchemaInWorkspace where ExtendParent = false). You'll get back a json payload with details for all columns, including the "isRequired" value for the column.

Ryan

Ryan Farley,

Thank you! Have a nice weekend.

Ryan Farley,

Hello,

I need to update, using odata, a record in Creatio, but there are one or more fields that are required to be completed, on the Creatio side (Form_Page) that are not completed and I get error when updating those records using odata.

Is there any way to skip the required field rules (fields not related to the integration) and get the object update using odata?

Dear Heather,

To set up validation for email you can use Email address mask system setting - feel free to adjust the RegExp upon your needs.

Best regards,

Angela