Hello,

Thank you for your question.

We attached the article where you can find information on how to work with the dashboard below:

https://academy.creatio.com/docs/user/customization_tools/analytics/set…

Please note to which object you are building the chart. 

Viktoriia Hrynchuk,

We are building a chart of "Opportunity" and "Desision Maker" field is not visible in chart's display data. Can you help how to do that?

Hello,

This column is written in code, so you can't use it to build a chart.

Viktoriia Hrynchuk,

Is there any work around?

Hello,

Unfortunately, it is not possible to do it by means of basic functionality.

We have registered an idea and forwarded it to our R&D team for further review.

Best regards,

Yuliya

@Damien, 

I had asked this question last year as Creatio has been using visuals of this functionality in their marketing since at least Q2 last year.

I was told we would start to see this in 8.0.6 but my guess would be, according to the latest roadmap I have seen, is that this will be 8.1 -8.2 releases. 



I feel the analytics OOTB functionality is lagging drastically behind other platforms. I am very much also hoping there is some OOTB reporting functionality that is going to be added as users really struggle with the UI from the excel add-on. 

I should add that I am impressed by the latest features, so I am sure we will get there eventually.

Harry,

thanks for you additional comments and very informative screenshot :)



Indeed, analytics & forecast is far behind what competitors (major and smaller) are capable of doing on the market. (Eg: simple changing numbers appeareance from 300,000.00 to 300K or 0.3M; adding a currency $ or CHF, or USD directly on the graph etc, have been around for more than a decade, and are not enhanced missing functionalities such filtering lists based on charts selection vs just a field or lookup (without bringing to a new list page), adding a fixed "objective" line, or the one mentioned here above -- ). Feels more like OOTB analytics is playing a rather slow and late catchup...



From the detailed roadmap, wondering what will actually be available as "official release" on planned quarters vs beta releases😉.

Also impressed with the potential of the new crt packages. Hopefully, a steady rythm of new functionality releases will pick up the pace again after 8.1 release "brings out of beta" Freedom UI and composability.

We are also facing the following error :

Same here 

Hello!

Please note, that in the next version that issue should be already solved.

Now if it does not affect the site using, you can ignore it, but if it is affecting, then you need to follow the following instructions:

In root .\Web.config under section:

 <configuration>

   <system.webServer>

       <security>

          <requestFiltering>

             <denyQueryStringSequences> 

please add two new sequences "../" and "..\" and delete the old one "..".

Please find the sample with the target configuration below

<configuration>

...

  <system.webServer>

  ...

    <security>

      <requestFiltering>

         <denyQueryStringSequences>

            <add sequence="../" />

            <add sequence="..\" />

         </denyQueryStringSequences>

      </requestFiltering>

   </security>

  </system.webServer>

...

</configuration>

Hello,

Please specify what provider you use. Also, can you elaborate on the matter and explain in detail if you have any specific concerns, and what possible vulnerabilities exactly you have in mind? 

Best regards,

Mira

Mira Dmitruk, the client is asking about cookies/pixels and the cookie apocalypse (a very complex topic). Essentially, they wanted to know if  Creatio had any best practices or information on how the Creatio platform is going to handle lead tracking and email opens/clicks in this new digital world. Is the information in these Creatio academy articles still valid? https://academy.creatio.com/docs/user/marketing_tools/website_tracking/…

https://academy.creatio.com/docs/user/crm_tools/landing_pages_and_web_f…

thanks

Khalil Guliwala,

Please be informed that the articles you shared above are still relevant, however, there will be some changes in the Creatio version 8.0.5, so stay tuned and wait for the release notes to get more information on the topic. 

Also, I'd like to bring your attention to the fact that the tracking method you mentioned is the mailbox provider's functionality and not Creatio's, therefore we have no impact on the way their system works.

Best regards,

Mira

Hello Jasmin,

You'll need Data elements to your package for either SysDashboard or SysWidgetDashboard:

1. SysDashboard - Stores the dashboards in the Dashboards section or in the Analytics part of a Section
2. SysWidgetDashboard - Stores the dashboards on pages - for example if you've added dashboard widgets on a page

If your dashboard is just a normal dashboard, bind data to your package from SysDashboard where the Title is the title of your dashboard. If these are dashboard widgets added to a page, look for the modules part of the page code and make note of the recordId values for the dashboard widgets there. Bind the records from SysWidgetDashboard with those Id values to your package. 

Note, this doesn't apply to the newer Homepage dashboard views.

Ryan

Dear Ricardo,

Those titles are ordered by alphabet. If you need to set some of them in a specific order you can add dashboards to favorite or number them.

Best regards,

Angela

 This container you are referring to is supposed to store DataViews in it (please take a look at the getDefaultDataViews method from the BaseDataView module). It is not supposed to store buttons in it.

It is better to add the button to a separate container created in the FiltersContainer container and bind process execution to this button. As an example I've added the button to the contact section analytics data view:

define("ContactSectionV2", ["ProcessModuleUtilities"],
	function(ProcessModuleUtilities) {
		return {
			entitySchemaName: "Contact",
			attributes: {},
			messages: {},
			methods: {
				runCustomProcess: function() {
					var config = {
						sysProcessName: "UsrProcess_eedcaa6"
					};
					ProcessModuleUtilities.executeProcess(config);
				}
			},
			diff: /**SCHEMA_DIFF*/ [
				{
					"operation": "insert",
					"name": "CustomButtonContainer",
					"parentName": "FiltersContainer",
					"propertyName": "items",
					"values": {
						"itemType": Terrasoft.ViewItemType.CONTAINER,
						"items": []
 
				},
				{
					"operation":"insert",
					"name": "TestProcessButton",
					"parentName": "CustomButtonContainer",
					"propertyName": "items",
					"values": {
						"itemType": Terrasoft.ViewItemType.BUTTON,
						"caption": {bindTo: "Resources.Strings.CustomButtonCaption"},
						"click": {bindTo: "runCustomProcess"},
						"style": Terrasoft.controls.ButtonEnums.style.GREEN
					}
				}
				] /**SCHEMA_DIFF*/
		};
	});

And connected custom process execution when clicking the button. As a result the button appeared on the page as expected:

And a custom process was executed upon clicking it.

Best regards,

Oscar

Oleg Drobina,

Hi Oleg

Couple of questions. If I just wanted this button to appear on List View of the Section Page rather than the Analytics what would need to change?

Also does this code create the custom button here or does that need to be created elsewhere and it is just referenced here?

thanks

Rob Watson,

Hello Rob,

For the first question: I used the FiltersContainer container as a parent for the button, but it has the logic that it's hidden in the list view and is displayed only in analytics view (logic of the saveFiltersContainersVisibility method). In this case logic like this should be used:

methods: {
...
loadAnalyticsDataView: function() {
					this.set("IsCustomButtonContainerVisible", false);
					this.callParent(arguments);
				},
 
				loadGridDataView: function() {
					this.set("IsCustomButtonContainerVisible", true);
					this.callParent(arguments);
				},
...
 
diff: [
...
{
					"operation": "insert",
					"name": "CustomButtonContainer",
					"parentName": "QuickFilterModuleContainer",
					"propertyName": "items",
					"values": {
						"itemType": Terrasoft.ViewItemType.CONTAINER,
						"visible": { "bindTo": "IsCustomButtonContainerVisible" },
						"items": []
					}
				},
				{
					"operation":"insert",
					"name": "TestProcessButton",
					"parentName": "CustomButtonContainer",
					"propertyName": "items",
					"values": {
						"itemType": Terrasoft.ViewItemType.BUTTON,
						"caption": {bindTo: "Resources.Strings.CustomButtonCaption"},
						"click": {bindTo: "runCustomProcess"},
						"style": Terrasoft.controls.ButtonEnums.style.GREEN
					}
				}
...
]

We change a parent item for the "CustomButtonContainer" to "QuickFilterModuleContainer". As a result button will be visible only in list view and will be hidden in analytics view.

As for the second quesion: the button is created in the schema diff directly (container + button itself).

Hello Ricardo,

Can you please provide us with more details regarding your request and the business task you are trying to achieve?

I suppose you have some custom section with records and after you open a record and click some button on the page, you want the system to open section Dashboards instead of the regular section record list, am I correct?

Thank you!

Best regards,

Bogdan S.

On the section page are the buttons "new", "actions" , and the ones that switch from list mode to analytic mode.

Besides them,  I have a custom button,  "I/S",  that triggers a business process (in order to build data that will be shown when the user switches to analytic mode) and returns to the section page. Upon return, the section page will be in list mode, as it was before. What I need is the code in the section button processing to return to the section page already in analytic mode, so that the user will not have to click on the analytic mode icon in order to view the data.

Ricardo Bigio,

You can use the following code to change to the dashboard view in a section:

this.changeDataView(this.get("AnalyticsDataViewName"));

Ryan

Perfect. Thanks !