I try to start a business process when a contact is added to a static folder.
I selected the object 'Contact in Folder' and the action 'record added' and also a condition to the folders' name but the business process doesn't start.
I also tried setting and clearing the 'run in background' flag, but without success.
What am I missing here?
Is the 'Contact in Folder' object one that doesn't throw signals? Is there a list of objects that throw signals?
Such implementation of a business process uses InsertQuery directly into the database, instead of the InsertQuery class.
We've performed some out-of-the box tests and realized that this object really doesn't throw signals.
We don't have such list with objects, but this issue will be definitely passed to our Core R&D team as a problem/idea, which will be solved in next releases.
Thanks for that question and magnificent idea for further releases.
Such implementation of a business process uses InsertQuery directly into the database, instead of the InsertQuery class.
We've performed some out-of-the box tests and realized that this object really doesn't throw signals.
We don't have such list with objects, but this issue will be definitely passed to our Core R&D team as a problem/idea, which will be solved in next releases.
Thanks for that question and magnificent idea for further releases.
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?
I've implemented a custom notification, but i've seen that there is one field : "unique caption ID" by this field I already know that there are possibilities to redirect to one contact, account, etc.
But I want to redirect the user to one folder when this user is clicking on the link of the notification
And by the way, by a second notification I want to redirect the user to one tab of the Contact's section dashboards
Is anyone knows how can I do these several things?
The difficulty here that makes this task almost impossible is that notifications were developed to open some section record, but not to select some section element (like tab or folder). Theoretically it could be done using pushing the current user back to the section of the notification record
(this.sandbox.publish("PushHistoryState", {
hash: requestUrl
})
and data manipulations in the SysProfileData table, but this was never tested.
The difficulty here that makes this task almost impossible is that notifications were developed to open some section record, but not to select some section element (like tab or folder). Theoretically it could be done using pushing the current user back to the section of the notification record
(this.sandbox.publish("PushHistoryState", {
hash: requestUrl
})
and data manipulations in the SysProfileData table, but this was never tested.
Thanks a lot for your answer, i've tested the fact that if the unique caption ID field is not completed the user will be redirected to the section of the notification..
But if you find a way in order to do this task, let me know it..
Is there a way to apply criteria from a saved folder to another folder or dashboard? I have a few complex queries. It would be great if, when building a new folder or dashboard, I could just apply the criteria from one or multiple saved folders/filters instead of starting from scratch each time.
You just need to click on the gear icon on the folder http://prntscr.com/q0wsnm and select Copy option. As you see, I've created the same folder with identical filter. As for dashboards, you can either create the copy of the whole dashboard tab http://prntscr.com/q0wt23 or copy 1 element of it through the dashboard designer http://prntscr.com/q0wtc7
I know about the copy features. Sometimes I'd like to copy folder or dashboard criteria from one section to another. It's not possible to do that. Also, I'd like to copy the criteria from one series in a graph dashboard to another series, or even just a subset of that data. It's not possible to do that either. I end up having to recreate the entire query in each series.
It would be nice if we could just save a particular query or apply the criteria from one or multiple folders to a dashboard without selecting the folders. Especially if deploying to other users.
Hello Dean, has there been any forward movement on this idea? Also, when looking at this logic it would be great if these dashboard and folders could be available between environments since dashboard aren't able to be created through packages.
You can bind a record of the <SectionName>Folder (e.g. ContactFolder) with the filter: name = "Your folder's name", and bind records from <SectionName>InFolder (e.g. ContactInFolder) with FolderId = Id of the folder chosen above.
You can bind a record of the <SectionName>Folder (e.g. ContactFolder) with the filter: name = "Your folder's name", and bind records from <SectionName>InFolder (e.g. ContactInFolder) with FolderId = Id of the folder chosen above.
It would be great if there were a separate menu for Folder options, either distinct from the current Actions menu or as a distinct menu option under the list of actions. When using static folders, my users often use the Delete option in the Actions menu, when they really want to exclude a contact from a folder. It can get kind of confusing and can lead to data loss for contact records.
There is an opportunity to find out which folder is applied to the list. Please use the property this.get("CurrentFolder"), which will give you all information you need.
The out-of-the-box feature that would allow to set up folder views will be available in the future application versions. As for now, please install this application.
Unfortunately, there is no basic way to set up different columns' views for different folders, but the corresponding project is already registered for our R&D team. The idea was accepted by them and will be released in further versions of Creatio system.
Please let us know in case any additional information is required.
Static folders are filled manually and dynamic folders are filled automatically according to the filters set for specific folder. To exclude records from dynamic folder it must be altered in a way that makes it not suitable for such folder. "Exclude from folder" can be used only for static folders.
