I need to make a panel appear based on a dynamic entity, which could be Contact, Account...

 

And I also need to be able to have the reference of the names of the fields that are selected and add them to another entity, to form a detail list.

 

The reference (Code of the column, like "Name", "Description", "Type.Name"...) of the fields can be either from the main entity or related to an entity of a lookup as in the image below. (Contact.Account.Name).

 

I'm trying to do this, but if anyone knows if it's possible, I'm accepting help.

 

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Hello,

Can you give more details on your task? Why do you need a panel to appear, during what actions, for what purpose, and so on?

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Hello All, 

is there a way to add a custom Quick filter? let say in the email i want to have a quick filter that has the values of all recipients 

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3 comments

Hello,

You can check this community post 
https://community.creatio.com/questions/how-add-timeline-filters

Best regards,
Antonii

Hello,

I have reviewed the documents, but I would like to add a new filter element to the existing filter component, similar to the "Owner" quick filter. Is there a way to achieve this?

Thanks in advance

Hello,
Currently, no options exist to add your quick filter to a timeline component. However, this logic is planned to be added in the future releases and our R&D team is working on it.

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Hello,

 

I need to create a page in freedom UI and add it as a section without linking it to a model, meaning that this page operates freely without having a business object related to it.

 

The purpose is to call external API and retrieve values to be populated in a table/list, and it does not need to be related to any model inside creatio. No need to add-edit-delete for the model, a free customizable page that I can fully control from code level.

 

Thanks

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I create such pages in the business process - predefined page

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Hi team,
I need assistance with hiding the 'Run Process' button and customizing the 'New' button on the desktop page. Thanks in advance for your help.

Regards,
Mahalaxmi Ganesan

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Hi Mahalaxmi

 

You can hide the 'Run Process' button by using this marketplace addon: https://marketplace.creatio.com/app/experceo-ui-wizard-creatio

After installing the Addon, go to Lookups -> ExpUIWizard Configurations and enable the 'Hide Run Process' Configuration.

 

Thank you

Mohamed

Hi Mohamed Ouederni,


Thanks for the reply, this works fine, but is it possible to make it user specific?

Regards,
Mahalaxmi Ganesan

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In Lead and Opportunity is a list names "Reason for closing" which is populated by some lookup (OpportunitycloseReason it seems).

I find no matching lookup with that name but a configuration object where the values are listed but not editable. How do I edit those values?

Thanks for your help

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I think it is these. 

Hello Christian, Keith, 

 

The needed lookup is called "Opportunity results". If for some reason it's not available in your system, you can create it manually based on "Reason won/lost" object.



Best regards,

Anastasiia

Anastasiia Zhuravel,

Thank you - I was not aware that the System uses data without an existing lookup and that I have to create those manually to edit the data.

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Hello all!

As the title says, I would like to customize the header that gets auto-generated from "Customer need", "Contact", "Company" in leads.

Is there a way to include a custom field? this would be really helpful because it is absolutely possible to get two leads from the same contact with the same customer need (but different projects)

Help is appreciated

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Best reply

Hello,

 

The lead header, i.e. the LeadName field is formed in the event process when the lead is saved (Lead object, Lead package, UpdateLeadName method).

To change the basic logic, you need to make changes to the specified method depending on your business task.

At the moment, it is not possible to make changes to this logic by basic means, but we will register the idea with the responsible R&D team.

 

Best regards,

Yuliya Gritsenko

Hello,

 

The lead header, i.e. the LeadName field is formed in the event process when the lead is saved (Lead object, Lead package, UpdateLeadName method).

To change the basic logic, you need to make changes to the specified method depending on your business task.

At the moment, it is not possible to make changes to this logic by basic means, but we will register the idea with the responsible R&D team.

 

Best regards,

Yuliya Gritsenko

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Hi All,

 

Looking for ways to encrypt lookup column value. I want a column value which is supposed to be a secret key be encrypted and editable only to specific user role. Kindly suggest.

 

Thanks

Anupama

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Hello community,

I'm working on an assembly package and I'm dealing with some problems due to some customizations, in fact I tried to modify the replacing object of the Account, in particular the 'AccountInserting' event.

After this operations I noticed that the source code of the object remains empty and that the changes don't work, while doing the same operations in a "simple" package the source code is filled in and the changes work.

 

Do you have any idea why this is happening and how to fix this issue?

Let me know.

 

Thanks,

Luca

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Best reply

Hello Luca,

 

As stated in the Academy article here

  • It is not possible to implement object business logic via event sub-processes in the Object Designer. Use EntityEventListener to work with the event model. The EntityEventListener event set does not entirely match the event model in Creatio IDE. Learn more about the Entity event layer: Objects business logic.

And enabling the event on the object is needed for the sub-process in the object designer only. Please use the EntityEventListener instead.

 

Best regards,

Oscar

Hello Luca,

 

As stated in the Academy article here

  • It is not possible to implement object business logic via event sub-processes in the Object Designer. Use EntityEventListener to work with the event model. The EntityEventListener event set does not entirely match the event model in Creatio IDE. Learn more about the Entity event layer: Objects business logic.

And enabling the event on the object is needed for the sub-process in the object designer only. Please use the EntityEventListener instead.

 

Best regards,

Oscar

Hi Oscar,

I actually enabled the event on the object just to use it (as you said) in the sub-process in the object designer, but the customizations that I made there didn't work in an assembly package,  instead worked in a simple one.

Let me know if I have made myself clear or if you need other explanations.



Thank you.

Best regards,



Luca

Luca Tavasanis,

 

Hi,

 

As you said, you've enabled the event on the object to use in the sub-process in this object and did it in the assembly package. As stated on the Academy - it's impossible to use sub-processes on the object in the assembly package (and as a result the source code for the object won't be updated in case you are designing this sub-process in the assembly package). Can you please clarify what exactly is expected here?

 

Best regards,

Oscar

Hi Oscar,

sorry but I didn't understand that you were talking about the assembly package, my fault.

I will try the solution that you suggested with the EntityEventListener.

 

Thank you for your help!

Best regards,

 

Luca

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Hi,



I am following this old tutorial and seems like not working for me.

May I know if there's any new way to do this?



I am receiving the following error:

message: Error: Script error for "UsrMyMenuStructure"



Here's my code segments.



Communication Panel:

define("CommunicationPanel", ["terrasoft", "CommunicationPanelHelper"],
       function(Terrasoft, CommunicationPanelHelper) {
  return {
    messages: {
      "SelectCommunicationPanelItem": {
        "mode": Terrasoft.MessageMode.PTP,
        "direction": Terrasoft.MessageDirectionType.SUBSCRIBE
      }      
    },
    attributes: {
      "UsrMyMenuActive": {
        "dataValueType": Terrasoft.DataValueType.BOOLEAN,
        "type": Terrasoft.ViewModelColumnType.VIRTUAL_COLUMN,
        "value": false
      },
      "UsrMyMenuCounter": {
        "dataValueType": Terrasoft.DataValueType.TEXT,
        "type": Terrasoft.ViewModelColumnType.VIRTUAL_COLUMN,
        "value": ""
      },
      "UsrMyMenuVisible": {
        "dataValueType": Terrasoft.DataValueType.BOOLEAN,
        "type": Terrasoft.ViewModelColumnType.VIRTUAL_COLUMN,
        "value": true
      }
    },
    methods: {
      getPanelItemConfig: function(moduleName) {
        var config = this.callParent(arguments);
        if (moduleName !== "UsrMyMenuModule") {
          return config;
        }
        return Ext.apply(config, {
          keepAlive: false
        });
      },
      selectItem: function(config) {
        this.set("SelectedMenuItem", config.selectedItem);
      },
      getUsrMyMenuImageConfig: function(itemTag) {
        return this.get("Resources.Images.VisaMenuIcon");
      }
    },
    diff: [
      {
        "operation": "insert",
        "index": 0,
        "parentName": "communicationPanelContent",
        "propertyName": "items",
        "name": "usrMyMenu",
        "values": {
          "tag": "UsrMyMenu",
          "visible": {"bindTo": "UsrMyMenuVisible"},
          "imageConfig": {"bindTo": "getUsrMyMenuImageConfig"},
          "generator": "CommunicationPanelHelper.generateMenuItem"
        }
      }
    ]
  };
});

UsrMyMenuModule

define("UsrMyMenuModule", [], function() {
  Ext.define("Terrasoft.configuration.UsrMyMenuModule", {
    extend: "Terrasoft.BaseSchemaModule",
    alternateClassName: "Terrasoft.UsrMyMenuModule",
    generateViewContainerId: false,
    initSchemaName: function() {
      this.schemaName = "UsrMyMenu";
    },
    initHistoryState: Terrasoft.emptyFn,
    init: function() {
      this.callParent(arguments);
      this.initMessages();
    },
    initMessages: function() {
      /*this.sandbox.subscribe("RerenderModule", function(config) {
        if (this.viewModel) {
          this.render(this.Ext.get(config.renderTo));
          return true;
        }
      }, this, [this.sandbox.id]);*/
    },
    createViewModel: function() {
      var viewModel = this.callParent(arguments);
      return viewModel;
    }
  });
  return Terrasoft.UsrMyMenuModule;
});

 

UsrMyMenu

define("UsrMyMenu", [], function() {
  return {
    methods: {
      init: function(callback, scope) {
        this.callParent([function() {
          callback.call(scope);
        }, this]);
      },
      onTestClick: function() {
        alert(1);
      }
    },
    diff: [
      //MyMenu
      {
        "operation": "insert",
        "name": "MyMenu",
        "propertyName": "items",
        "values": {
          "generateId": false,
          "itemType": Terrasoft.ViewItemType.CONTAINER,
          "items": []
        }
      },
      //ShowNewMessagesButton
      {
        "operation": "insert",
        "name": "ShowNewMessagesButton",
        "parentName": "MyMenu",
        "propertyName": "items",
        "values": {
          "generateId": false,
          "itemType": Terrasoft.ViewItemType.BUTTON,
          "caption": "Test!",
          "click": {bindTo: "onTestClick"}
        }
      }
    ]
  };
});



Reference:

https://community.creatio.com/articles/how-can-i-add-button-communicati…



Best Regards,

Solem.

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4 comments

Hello,

 

Can you describe some details what seems to be the issue with your implementation?

 

Thanks.

 

Regards,

Dean

 

 

dean parrett,

 



I have no display in my panel.

I'm not sure how to add display in the panel tab.

Hi,



I edited my question to.



Thank you.

Hi,



I have the panel right now.

But I'm not sure how to display any data on it.

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Hello,

 

I am using the following link to create multi select from a detail using my custom sections.

https://academy.creatio.com/documents/technic-sdk/7-16/adding-multiple-…

whenever i add the following :

    mixins: {

            // Connecting the mixin to the schema.

            LookupMultiAddMixin: "Terrasoft.LookupMultiAddMixin"

        },

the detail does not display, when i remove it, the detail displays but i cannot add anything.

Did anyone face this kind of behavior ?

 

Maher.

 

 

 

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3 comments

Hi maher,

What errors do you see in the browser console?

Ryan

Ryan Farley,

Hello Ryan,

 

I get the below error:

 

 

Ryan thank you for your reply, i fixed it, i forgot to add the LookupMultiAddMixin string at the top of the schema.

 

In fact your article on customerfx made me realize my mistake. 

 

Regards,

Maher.

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