Studio_Creatio_enterprise_edition

As per the OOB structure how we will identify the source email address of the created case record from incoming email

7.18

Fulgen Ninofranco

14:53 Jul 26, 2023

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.

1 comments

Ryan Farley

17:50 Jul 26, 2023

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:

Read Case to get "Parent activity" column. This is the email that created the case.
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.
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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Question

package

8.0.9

deployment

Creatio keeps adding a package

Robert Pordes

16:02 Jul 25, 2023

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

5 comments

Best reply

Pavlo Sokil

11:51 Jul 30, 2023

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.

Pavlo Sokil

11:51 Jul 30, 2023

Hello,

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

Thank you for your question.

Damien Collot

09:15 Nov 08, 2023

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

Ryan Farley

18:40 Nov 09, 2023

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

Damien Collot

10:41 Nov 10, 2023

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.

Solem Khn

18:40 Oct 16, 2024

Hi guys,

Do you have any recent news regarding this matter? I have a new Project and this occurred to me again.

Regards,
Solem

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Question

business_process_using_script_task_element_to_refresh_the_page.

Business process using script task element to refresh the page.

Surya

09:24 Jun 23, 2023

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.

3 comments

Surya

09:30 Jun 23, 2023

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

Dmytro Vovchenko

13:20 Jun 29, 2023

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.

Surya

09:40 Jul 06, 2023

Thanks for the inputs

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Question

Unique

server_side

increment

Add a second unique field beside Id in an Object

Sasori Oshigaki

18:13 Jun 21, 2023

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

2 comments

Bogdan

13:38 Jun 22, 2023

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.

Sasori Oshigaki

15:05 Jun 22, 2023

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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Question

Filtering a List View in Freedom UI

Chris Heyman

23:14 Jun 02, 2023

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

3 comments

Pavlo Sokil

15:06 Jun 05, 2023

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!

Chris Heyman

19:31 Jun 16, 2023

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

Chris Heyman

20:56 Jul 07, 2023

Hey Pavlo,

Thank you in advance!

Chris

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Question

database

schema

Where I can see the Schema Details and Table details to work on that ?

Developer

09:09 May 31, 2023

Where can i see the Schema details in the Creatio to edit it.

1 comments

Bogdan

18:46 Jun 05, 2023

Hello,

In Creatio, you can access the Schema details and make edits in the Configuration section

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Question

SalesUp Custom URLs

Lewis Pull

00:39 May 26, 2023

Hello,

We are interested in using the following Marketplace addon: https://marketplace.creatio.com/app/salesup-custom-urls-creatio

However, it requires additional files to be added to the site directory and our instances are cloud-hosted by Creatio.

Is possible to request this be set up for us?

Thanks

Lewis

1 comments

Anastasiia Zhuravel

01:15 May 26, 2023

Hello,

If any changes should be done to the cloud-based instance, you can contact support team via support@creatio.com with detailed step by step instruction for further assistance.

Best regards,

Anastasiia

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Question

#BusinessProcess

UserTask

User Task Collection Parameter

https://academy.creatio.com/docs/user/bpm_tools/process_elements_refere…

18:32 Apr 26, 2023

I am trying to process a collection of objects. But I am unsure how to pass the collection from a read data element in a business process to a user task. I am also unsure what parameter type I should use on the user task. Can someone tell me the name of a process/user task in creatio I can look at for an example? Or tell me how I can do this?

2 comments

Alexandr Bondarenko

17:58 Apr 27, 2023

Hello, Josh.

I think you can find an example here

Check the example with CompositeObjectList

Alexandr Bondarenko

18:00 Apr 27, 2023

Hello, Josh.

Check this article

https://academy.creatio.com/docs/user/bpm_tools/process_elements_refere…

Example you need is CompositeObjectList

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Question

Error with SetColumnValue

15:35 Mar 31, 2023

We are encountering an error when attempting to set the column value on the lead entity with the following code below. The error message received and the stacktrace are listed below as well. Obviously this is a dictionary error, but I am clearly not adding any items to the column list, and have not set the column value previously. Does anyone have any ideas on what might be happening, or what I could check to make sense of this?

var rawBody = new StreamReader(stream).ReadToEnd();
var val = rawBody.Split('&')
		.Select(keyVal => keyVal.Split('='))
		.ToDictionary(kvp => kvp[0], kvp => Uri.UnescapeDataString(kvp[1]).Replace('+', ' '));
 
var leadSchema = _userConnection.EntitySchemaManager.GetInstanceByName("Lead");
var l = leadSchema.CreateEntity(_userConnection);
l.SetDefColumnValues();
l.SetColumnValue("srcColumnName", val["column_name"]);
 
 
An item with the same key has already been added. 
StackTrace: 
at System.ThrowHelper.ThrowArgumentException(ExceptionResource resource) 
at System.Collections.Generic.Dictionary`2.Insert(TKey key, TValue value, Boolean add) 
at Terrasoft.Core.Entities.EntityColumnValueCollection..ctor(UserConnection userConnection, EntitySchemaColumnCollection columns) in C:\Projects\8.0.4.1870\TSBpm\Src\Lib\Terrasoft.Core\Entities\EntityColumnValue.cs:line 410 
at Terrasoft.Core.Entities.Entity.get_ColumnValues() in C:\Projects\8.0.4.1870\TSBpm\Src\Lib\Terrasoft.Core\Entities\Entity.cs:line 848 
at Terrasoft.Core.Entities.Entity.SetColumnValue(String valueName, Object value) in C:\Projects\8.0.4.1870\TSBpm\Src\Lib\Terrasoft.Core\Entities\Entity.cs:line 3024

4 comments

Best reply

Oleg Drobina

17:50 Mar 31, 2023

Check that your "Lead" object, where the record is modified has no duplicated columns (the error is returned from EntityColumnValueCollection, not in SetColumnValue). Also are you able to add records manually to the "Leads" section? I guess you should get some simillar error on this attempt either. Also if you are using PostgreSQL please:

1) Go to the root Web.config

2) Find the maxEntitySchemaNameLength key and modify the value to 63 there

This key controls the data reader behaviour and fixes issues of max PostgreSQL items length (table names, column names, etc.) and if your object has several columns with the lenght of name more than 63 symbols this issue can also occur.

16:02 Mar 31, 2023

I forgot to mention the 'SetDefColumnValues' method call was added after the error message appeared.

Oleg Drobina

17:50 Mar 31, 2023

1) Go to the root Web.config

2) Find the maxEntitySchemaNameLength key and modify the value to 63 there