Hi community, 



In version 8.06 the no code tools make it easy to add attributes to the SysUserProfile object. For example, we are adding new preference fields. 



I want to run business processes based on this object. However, it does not appear in the dropdown for "read data from" when using "Read Data" function.



Does anyone know if it is possible to register the object in this dropdown? 



Thanks

Harry

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Hello,



The SysUserProfile table is a system table that cannot be used in business processes.

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Hi all, i want to make daily report that could be sent via email. The daily report contains all the record that i've made today. So it like list.

I have tried to make printable and then read it in business process but still cant. And i tried to make template in business process:

But i got an empty email:

 

Could someone advice for this?

 

Thank you

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Hello,

 

Have you created the needed template using these instructions?

https://academy.creatio.com/docs/user/marketing_tools/email_marketing/e…

 

You can find out more about these template elements here:

Add template elements

Macros

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Hi,

We need to integrate 3rd party web application with Creatio DataBase using OData4.

Our question is:

How many concurrent connections with the same Creatio user does Creatio system support?

 

Is it OK to set "ApiUser" Creatio user, and use this user to interact with Creatio with LOTS of concurrent  API requests to  Creatio?

 

Thanks,

Eran.

 

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Good day,

 

Sadly, we do not have exact specifications and limits on the number of connections to Creatio.

You should only be limited by the specs of your Redis server that will have to process those connections.

 

We would additionally recommend you use a header of ForceUseSession: true.

Using a system user through whom you will pass the API request should also work fine.

 

Thank you.

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Hi community,

I have a custom button in the product in order detail action menu.

When I click this custom button, I want it to save the parent order page before it continue to do other work.

How may I get the master record and save? Is it like this.parent.save() or something else?

Thank you!

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Oleg Drobina,

Thank you Oscar, it works! I provide my codes below:

onButonClick2: function() {	  
  var config = {
	  sysProcessName: "UsrProcess_46b3b57Dynasafe11",
	  parameters: { 
		  ProcessSchemaRecordID: this.get("MasterRecordId")
	  },
	  callback: function() {
		  this.reloadEntity();
		  Terrasoft.showInformation("The process has completed.");
	  },
	  scope: this
  };			  
  var args = {
	  isSilent: true,
	  messageTags: [this.sandbox.id],
	  callback: function() {
		  ProcessModuleUtilities.executeProcess(config);
	  }
  };
  this.sandbox.publish("SaveRecord", args, [this.sandbox.id]);				  
},

 

Hi Andrew,

 

Probably this approach can save the master record of the detail, but it should be tested (taken from the examples in the BaseGridDetailV2):

const args = {
					isSilent: true,
					messageTags: [this.sandbox.id]
				};
				this.sandbox.publish("SaveRecord", args, [this.sandbox.id]);

 

Oleg Drobina,

Thank you Oscar, it works! I provide my codes below:

onButonClick2: function() {	  
  var config = {
	  sysProcessName: "UsrProcess_46b3b57Dynasafe11",
	  parameters: { 
		  ProcessSchemaRecordID: this.get("MasterRecordId")
	  },
	  callback: function() {
		  this.reloadEntity();
		  Terrasoft.showInformation("The process has completed.");
	  },
	  scope: this
  };			  
  var args = {
	  isSilent: true,
	  messageTags: [this.sandbox.id],
	  callback: function() {
		  ProcessModuleUtilities.executeProcess(config);
	  }
  };
  this.sandbox.publish("SaveRecord", args, [this.sandbox.id]);				  
},

 

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Hi community,

I made a custom button in the product in order detail action menu.

In this button onClick event, I called a business process and had to pass the order's id to it.

How do I get the order id from within the product in order detail schema so that I can pass it to the business process?

 

Thank you!

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Hi,

 

You can use:

this.get("MasterRecordId")

to get the master record Id value and use it in the click handler method.

Hi Andrew,



1. You can pass OrderProductId to the process and read OrderId from OrderProduct



2. You can call process from OrderProductDetailV2 with such a code:



            runMyBusinessProcessAll: function() {

                ProcessModuleUtilities.executeProcess({

                    "sysProcessName": "UsrMyProcess",

                    "parameters": {

                        "OrderId": this.get("MasterRecordId")

                    }

                });

            },

Hi,

 

You can use:

this.get("MasterRecordId")

to get the master record Id value and use it in the click handler method.

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Hi community,

How may I add a custom button to the detail action menu as the 1st item?

 

Thank you!

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Andrew Sheng,

 

hi,

 

The approach is the same as in the community thread Bogdan shared, but in your case you need to first add you button and then call parent method logic.

Hello Andrew,

 

Your business task could be achieved only by development.



You can find useful information here.

Bogdan,

Hi Bogdan,

I can do it. I just need to know how can I put the custom button at the top of all action menu items.

 

Thank you!

Andrew Sheng,

 

hi,

 

The approach is the same as in the community thread Bogdan shared, but in your case you need to first add you button and then call parent method logic.

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Hello All,



We have deactivated the "Handoff to sales 7.8.0", and we have implemented our custom process for it. But the OOTB BP gets triggered from its parent BP "Lead management 7.8.0".



Approach 1:



I have overridden the process "Lead management 7.8.0" by removing the Sub-Process "Handoff to sales 7.8.0" and saving it in a newer version.

Ref Img,



Also updated the system setting value of "LeadmanagementProcess" to the newer BP name. But when we try to run the flow the BP is not triggered and there is no error in the console when tried to debug, it's getting the right process from the value from SysSetting, but for no reason, the process is not been triggered and no logs found.



Approach 2:



I have overridden the process "Handoff to sales 7.8.0", in such a way when the process gets triggered it will terminate by not performing any logic.



Ref Image,





But when we run the flow it throws the below error.





Kindly, help us in identifying best way not to trigger "Handoff to sales 7.8.0" process ?



 

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Hello,

 

Please note that Lead management process 7.8.0 is a complex process that consists of sub-processes that are triggered by the lead status change.



You can open it from the Process library to analyze its logic and understand how it works. If you want to customize it, you need to copy this process or create a new one, then disable the standard process and enable your own.



Here is more detailed info about the standard lead management process: https://academy.creatio.com/docs/user/marketing_tools/leads/lead_management_process_shortcut/lead_management_process

Kalymbet Anastasia,

I just wanted to deactivate the BP - "Handoff to sales 7.8.0". Even though I deactivated it manually it tries to run from the parent process called from the "LeadmanagementProcess". I made an exact copy of the "LeadmanagementProcess" removed the subprocess calling HandOff to Sales and changed the system setting value. But there is no error and the process is unable to trigger (Approach-1, mentioned above).



What is the best and easiest way to deactivate "HandOff to sales 7.8.0" BP without disturbing mostly on other items?

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I'm having an issue where no previously created activities are appearing in the mobile application when toggling to Offline Mode.

Can anyone provide insight on where to look for a fix?

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Hello community,

 

I came across the following to return the user back to section list page after saving section record

save: function(config) {
	if (!config) config = {};
	config.isSilent = true;
	this.callParent([config]);
}

 

Unfortunately, this if isSilent =true, the detail records are not saved in New Mode

I would like to save both detail record and the section record and return the user back to list page.

 

Is there a way to programmatically call Close button after saving a record?

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Hi,

The first thing that comes to mind is to call a sandbox message in your detail save. In the main object schema, you need to subscribe to this message and call the save and close button methods.

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For example, if we have 100 employees and 30 of them are white-collar and the other 70 are blue-collar, how many named users and/or concurrent users might we need for Creatio Workflow?

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Hi colleagues, 



Could you please clarify what you mean by white and blue-collar employees?

Aleksei Efimenko,

Workers who work physically in an enterprise are called blue-collar, while those who work in the office and work in management are called white-collar.

My main question is: What does the user license described in Creatio mean? What rights do they have. Does every person working in the company need to have a user license? For example, is it possible to send an e-mail to a person who works in a company but does not have a user license? Or can someone without a user license interfere with a process?



Thank you

 

Haşmet Fevzi ÇAKMAK,



Users without any licenses can't even log in to the application.



But, different users can have different licenses.

For example, one user can have a license for a service product, but he will not be able to access marketing sections (like Emails and Campaigns).



Yes, there are no problems to send the email to the person who is not a Creatio licenses user, and no problem getting an answer from this person too.



If I got your question correctly - you need 30 licenses.



Please feel free to let me know if you have further questions.



Best regards, Alex.



 

 

 

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