Hi Community,

Creatio makes an automatic actualization of the Age of a Contacts every day.

I want to capture the event when the Age of a Contact changes(is Modified) and utilize it inside a Business Process.

Is this possible ?

Sasori

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Hi Community,

Any update regarding the topic ?

Hi Sasori , 

Could you please elaborate a bit on your business task? 

The age is updated every day at a certain time, by the OOTB logic. 

It's not entirely clear what logic you'd like to utilize in your business process.



Looking forward to your response. 

Yuri

Hi Yurii,

This is the scenario.

 

Scenario:

From the OOTB feataure of age actualization , lets say that the age of a contact on his birthday is updated from 48 to 49 years old.

Question:

Can we capture this automatic change of the age and initiate a Bussiness Process out of it. Se we want a business process to be triggered when Age of contact is 49 years old.

 

Can this be achieved ?

Saspri

Hi Yurii,

Any Update regarding this topic ?

Sasori

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I'm trying to create a process to listen when the opportunity change the amount or the due date and then send it to an external web service which is my rest api.



Any ideas about what kind of process can I put? 

Is there a specific config for that?

I have to configure it by source c# code ?

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I mentioned on your other post, but including here as well. You'll define how to call the web service here: https://academy.creatio.com/docs/user/customization_tools/web_services/…

Ryan

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Dears at community 

 

we are a new startup company and landed with a project for ITSM and would require some help related to scope of work template that can facilitate the user story, use cases, list of features and functionalities that we need to submit to the end client in order to kick off the project. 

 

Urge your support for expert creatio members 

 

thank you, 

 

Regards/Hisham

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Hello,



Welcome.



Community members will be happy to assist you!



Regards,

Orkhan

Thanks Orkhan, looking forward to that

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how to delete the plus button "+" in the header of the page and change the title "Hello ..." ?



 

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Hello,

 

The plus button cannot be removed from the page, as this is one of the core functions in the system.

 

As for the title, you can modify it as described in this article: https://academy.creatio.com/docs/user/platform_basics/freedomUI/customi…

 

Best regards,

Yuliya

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When open edit card, functional(visual and js) doesn't working and in console next error's:



 file: https://dogarray.com/core/hash/ng-core/src/polyfills-es5.js?hash=41f4be…

 line: 1

 column: 16702

 message: Uncaught Terrasoft.ItemNotFoundException: Property Ext is not defined in class Terrasoft.model.BaseViewModel 




*Helping out re-create edit page, but I don't like this way

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Hello,



Could you please specify how did you create this section\edit page?

 

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Hi Community,

 

We have two email address configured to create record in case via the out of the box functionality "register case from incoming emails". As per the OOB structure how we will identify the source email address of the created case record, as both of the emails are configured under supervisor.

 

  

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I assume what you're after is the mailbox that received the email that the case was created from. Correct? You can determine the mailbox that the case was created from by doing the following:

  1. Read Case to get "Parent activity" column. This is the email that created the case.
  2. Read from "Email message" where Activity = Parent Activity from the Case. This will give you the MailboxSyncSettings that the email is from as one of the columns. The MailboxSyncSettings record is the email account that received the email.
  3. Read the MailboxSyncSettings record returned from #2 to get the details about the mailbox that the email was received from.

Ryan

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Hello Community!

 

I have an on-prem installation of creatio studio compatibility edition version 8.0.9.

I installed the Customer 360 app and created my custom app in the application hub.

The newly created package is specified in the "CurrentPackageId" system setting

 

Now when I click on the gear icon on eg the contact list from the Customer 360 app, creatio creates a new package with a name in the format App_...in my case, it was "QsApp_oyuwyip".

This package has a special manifest file called app-descriptor-extension.json in the file system, which seems to be used to associate the package with the Customer 360 app and to extend it (the new package can be seen in the "advanced settings" part of the Customer 360 app).

 

I can move the ClientModule to my package and if I change it, then create will update it correctly (and not create a new module in the QsApp_oyuwyip package), but if I change something else (like the account page from the Customer 360 app) it will be stored in the QsApp_oyuwyip package again and I'd have to move it again.

 

This "feature" makes it more difficult to deploy the changes to our customer's system. We are using git and Clio in our CI/CD pipeline, which was built with one package to transfer in mind...

Is there a way to force the system to use my custom app/package to store all changes?

 

Thanks,

Robert

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Hello,

 

In order to have the changes saved in the application to the desired package, you need to set it in the "Package in installed application" lookup. After doing this, the changes made to this application will be automatically saved in the package you have selected.

 

This behavior is described in the article on our academy for more detailed.



Thank you for your question.

Hello,

 

In order to have the changes saved in the application to the desired package, you need to set it in the "Package in installed application" lookup. After doing this, the changes made to this application will be automatically saved in the package you have selected.

 

This behavior is described in the article on our academy for more detailed.



Thank you for your question.

Would definitely be a good video, feels like a recurring theme :)

I've been told the issue with random packages being selected for a customization to be saved in (and new packages being created) will be improved greatly over the next few versions. 

However, for now, you can control the package it will be saved in by changing the URL when you open a page for edits and appending the query string parameter &packageUId=[Your package UId]. This will force the editor to save the new version of the page in that package. If you want an easy way to get the package UId, simple click the [Add page] button in your application and copy this from the URL then use to add to the URL the first time you edit an existing Freedom UI page to force it to go into your package. Once the page is added to your package after the first save, you'll no longer need to add this to the URL and it will continue to save it to your package. 

For example, the *first* time you edit a page such as Contacts_FormPage, add this to the URL to force it to save into your package. From then on, editing that page will continue to save it to that package.

Ryan

Ryan Farley,



Great tip 🙂

 

Great to hear there is plan to improve handling of the "auto" packages. Also from the marketplace directly in the application hub (only in dev/test instances) also create new empty packages each time since Creatio 8.1 is also quite confusing 😅. Hope they fix that before pushing the feature into production instances.



In the meantime, it would be great for Creatio to provide official proper guidance and tips to manage this.

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Hi All,

 

Executing the below line in business process using script task element to refresh the page. 

Terrasoft.Configuration.MsgChannelUtilities.PostMessageToAll("refreshSalesByVolume", Newtonsoft.Json.JsonConvert.SerializeObject(payload));

 

Where can I find the "refreshSalesByVolume" text in the source code/sections?

 

I am new to Creatio. Please help.

 

Many Thanks.

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It's Creatio cloud-based environment, where can I find the "refreshSalesByVolume" text in the source code/sections?

Hello,

Take a look at this article. There you can find an example of how to send a message via script task and how to proceed it.

Thanks for the inputs

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Hello Community,

Which is the best way to add a second unique field (of type text) in Creatio.

We have created a custom object which has its unique ID (GUID) and would like to have in the same object a second unique field of type (String).

One method I have thought is implementing the AutoIncrement number on the Server-Side. Is there another way ?

Sasori

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Hello Sasori,

 

If you want to add a second unique field of type text to a custom object in Creatio we recommending to use the [Autonumber] field, it provides an out-of-the-box feature  that allows you to generate unique identifiers automatically. You can configure an AutoNumber format for your custom object's second unique field and define rules for its generation. This approach can be useful if you want to have a consistent format for your unique identifiers.

Hi Bogdan,

Unfortunately we are still using the Classic UI for the specific Client and we dont have the AutoNumber functionality. 

I have already implemented https://academy.creatio.com/documents/technic-sdk/7-16/how-add-auto-numbering-edit-page-field?_gl=1*1b1tnxa*_gcl_au*Njc0NzQ5NzQ2LjE2ODE4MDc5Njk. the logic in this academy article. (Server-Side)

Will it satisfy my business need ?

Sasori

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Hello All!

 

I have made multiple attempts at filtering a dashboard list through code, but have been unsuccessful in my attempts. I'm assuming the process would be the same for custom filtering any list view, but I am specifically working with a List in a dashboard. The default filters do not work in my case, and I am looking for guidance on how to dynamically filter the records that are displayed in a list on a dashboard. I have already looked through numerous other posts as well as Freedom UI related videos and found multiple examples of filtering other components such as lookups, but nothing seems to carry over to the list view. Please help! A simple example would be immensely helpful in pointing me in the right direction.

 

Thank you!

Chris

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Unfortunately, we don't have ready-made examples of implementing such filtering. However, you can build such a filter using the following code as an example:

 



 

"attributes": {

..

                "DataGrid_d7k1ikp": {

                    "isCollection": true,

                    "modelConfig": {

                        "path": "DataGrid_d7k1ikpDS",

                        "filterAttributes": [

                            {

                                "loadOnChange": true,

                                "name": "DataGrid_d7k1ikp_PredefinedFilter"

                            }

                        ]

                    },

 

 

DataGrid_d7k1ikp_PredefinedFilter leads us to the attributes:

 

"DataGrid_d7k1ikp_PredefinedFilter": {

                    "value": {

                        "items": {

                            "a2376c0c-0b3f-451a-9085-0a65ae58bab8": {

                                "filterType": 4,

                                "comparisonType": 3,

                                "isEnabled": true,

                                "trimDateTimeParameterToDate": false,

                                "leftExpression": {

                                    "expressionType": 0,

                                    "columnPath": "Account"

                                },

                                "isAggregative": false,

                                "dataValueType": 10,

                                "referenceSchemaName": "Account",

                                "rightExpressions": [

                                    {

                                        "expressionType": 2,

                                        "parameter": {

                                            "dataValueType": 10,

 

...

 

If you need to build a dynamic filter, you should look in this direction. Create a custom attribute, populate it when loading the record (in the LoadDataRequest handler), and use it in the code of the DataGrid_d7k1ikp_PredefinedFilter filter.

If you have doubts about how to correctly construct paths to columns, please follow these steps: navigate to the section with this list, create an advanced filter, find the SelectQuery in the browser's Network tab, and copy the filters from the request body.



Best regards, Pavlo!

Hey Pavlo,

 

Thank you for your guidance and recommendations. Unfortunately they do not seem to work for what I am attempting to implement. The main issue I believe occurring is that the attribute is not being referenced correctly in the predefined filter. I have referenced it in the same way as I have found in other examples("$AttributeName"), but this does not seem to work.

 

If anyone can provide any guidance on how to filter a list dashboard in Freedom UI it would be super helpful! I have attempted many different routes for filtering the list dashboard, but none have worked. I need to add a custom filter through code, as the quick filter does not work for what I need.

 

Thank you in advance!

Chris

Hey Pavlo,

Thank you for your guidance and recommendations. Unfortunately they do not seem to work for what I am attempting to implement. The main issue I believe occurring is that the attribute is not being referenced correctly in the predefined filter. I have referenced it in the same way as I have found in other examples("$AttributeName"), but this does not seem to work.

If anyone can provide any guidance on how to filter a list dashboard in Freedom UI it would be super helpful! I have attempted many different routes for filtering the list dashboard, but none have worked. I need to add a custom filter through code, as the quick filter does not work for what I need.

Thank you in advance!

Chris

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