Hi,



I am seeing lots of advancements in Creatio nocode but also in the evolution of clio & clio explorer with visual studio code . There are still cases where either some small things need to be developped and Creatio is still a sensitive tool that needs to be debugged also by no code creators.



Anybody else would love to have more up-to-date official e-learning videos, guided learning, corporate training on how to best develop on Creatio using best practices, how to make the best use of clio & clio explorer ?



Kind regards,



Damien

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Hello,



Perhaps these links will be useful to you:

https://www.youtube.com/watch?v=Qy7BsGrxbB0

https://github.com/Advance-Technologies-Foundation/clio



Best regards,

Malika

Hi Malika,

Thank you for the links, it's a start. But a more structured & up-to-date advanced training/documentation/recommendation are needed.



The video is a good example, but it relates to Creatio from 3 years ago. Since then Creatio has evolved a lot (with different backend behavior), Clio also and Clio explorer also.



Official structured training/tutorial tracks from Creatio would be more than welcome and necessary, rather than having to dig through academy / community / github in an unstructured way.



Cheers,

Damien



P.S. : Advance-Technologies-Foundation: is it Creatio or 3rd party ?

Damien Collot,

 

Excellent idea indeed!

 

I have just discussed internally with my colleagues that while a lot of information is available on the academy, the community, and the GitHub readme/documentation of clio, we miss a training that clearly points out how this all works together and was meant to be used.

Ultimately, the software vendor should provide best practices and guidelines!

 

Cheers,

Robert

Damien Collot,

Thank you for providing this great suggestion. We have already forwarded this idea to the responsible team for Clio, for consideration and creation of additional newer Clio training videos and tutorials.

 

Malika,

Thanks Malika :)

That will help for sure, but as mentioned by Robert above, what is really missing is a comprehensive updated e-learning guided training tying everything together regarding all the new functionalities of Creatio in nocode, new capabilities in code, capabilities of clio  (academy, community, github) --> all in all, upgrading / upskilling your partner community in their ability to provide high class solutions for clients.

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Hi All,

 

Facing this issue whenever we add a custom lookup field (could have/not have default value) in our dev instance and deploy it as package to Test instance. The section objects restricts the creation of record and thus throwing this error message as attached here. Once we re-publish the object, the data reference error is no more. But ideally when we move any package from dev to QA, this publish is literally adding few schemas to the folder which is not the correct way.

An additional observation is this occurs only when we receive "DataStreamError" while updating package from SourceTree.

So kindly suggest on how to handle this. 

 

We use SourceTree and Azure Devops Repositoy to push our code.

 

Package version - 7.18.0.1350_SalesEnterprise_Marketing_ServiceEnterprise_Linux_Softkey_PostgreSQL_ENU_NetCore.zip

Platform - DotNetCore

Database - PostGres

OS  - Windows

 

Appreciate your input.

 

Thanks

Anupama

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Hi Anupama,

 

DataStreamError can be a result of a connection loss between the app and repository and as a result not all the changes are being transferred. Can you please specify what happens if you export the package from the dev-app and import it to the target app using standard package export\import?

 

Best regards,

Oscar

Oscar Dylan,

 

Yes, even when we do standard Package import, receiving the data stream error. Basically in two scenarios we are experiencing this:

1. While updating package from SourceTree 

2. While installing a plugin

 

Anupama,

 

Please provide us with the detailed step-by-step instruction on how can we reproduce the same issue in the local app and we will check it.

 

Best regards,

Oscar

 Oscar Dylan,

 

It is reproducible in two scenarios:

  1. When we deploy and update package in a new instance/environment-
    1. we use Git and SourceTree for source control.  when we clone the repository and update the package, we get the attached error<StreamError.jpg>.
  2. While installing any marketplace plugin in existing instance
    1. installation fails and in the error log the same error message is captured

      <<uploaded the error logs in the main section>>

 

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I am searching for any article or guidance to add an confirmation message when user tries to change status in a section record, the system first asks user via confirmation message(pop up). The pop message should state whether if you are sure to change state or not with Yes or No option.

I only that there will be use of localizable strings in object schema but how it all adds up to create a pop message.

can anyone help in this matter?

Thank you

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I do have this article describing how to show various prompts in Creatio via code, like confirmation dialogs etc.

https://customerfx.com/article/displaying-information-confirmation-and-error-dialogs-in-bpmonline/

 

Is that what you're after?

Ryan

I do have this article describing how to show various prompts in Creatio via code, like confirmation dialogs etc.

https://customerfx.com/article/displaying-information-confirmation-and-error-dialogs-in-bpmonline/

 

Is that what you're after?

Ryan

Hello Ryan,

 

Yes, I am looking for the exact thing. Currently I want to add a Prompting for Choices confirmation dialog written in your article to a section after change in status. 

 

Can you please tell me if any of Creatio CRM section have this in-built (confirmation message) so that I can find the code to understand how to bind functionality or process to the YES or NO button?

 

Thank you

Hello Ramnath Sharma,

 

Current versions of the Creatio CRM don't have such kind of ready in-built pop-up confirmation.

On the other hand you can try to use the methods which were provided by Ryan Farley:

 

https://customerfx.com/article/displaying-information-confirmation-and-…

 

Also in articles below you will be able to find information about other kinds pop-up windows (with input fields, buttons, etc.):

 

https://academy.creatio.com/documents/technic-sdk/7-15/adding-pop-summa…

 

https://academy.creatio.com/documents/technic-sdk/7-15/creating-pop-sum…

 

https://academy.creatio.com/documents/technic-sdk/7-15/creating-pop-sum…

 

https://academy.creatio.com/documents/technic-sdk/7-15/adding-pop-hints

 

You can also analyse the the any minipage code and create a custom page that would open upon your preferred conditions.

 

Best regards,

Roman

RAMNATH SHARMA,

 

Yes, you can use that code in a section, page, or anywhere in Creatio. To do a Yes/No prompt, you'd add code like this (from the article I posted)

Terrasoft.showConfirmation("Would you like to do the thing?", function(result) { 
    if (result === Terrasoft.MessageBoxButtons.YES.returnCode) {
        // the user selected "yes" - do something here if needed
    }
    else {
        // the user selected "no" - do something here if needed
    }
}, ["yes", "no"], this);

To show this confirmation after the user changes the Status field, you'd need to wire up a change event for that column, I describe how to do that here: https://customerfx.com/article/triggering-an-event-when-a-field-is-changed-on-a-page-in-bpmonline/

 

Inside the method that fires when the Status column is changed, you'd place the code above, and could then react as needed.

 

Hope this helps,

Ryan

Thank you Roman and Ryan.

 I will follow the suggested articles to implement pop up confirmation.

Ryan Farley,

Is it possible to send these informational / confirmation messages from business processes (Script tasks, maybe) ?

Ryan Farley,

Hi,

I want to use this code, but not sure where to add the code to?

Is that in a script task of a process?

Thanks

Chani Karel,

The code listed above and in the linked article are for client-side code (code that would exist on a page). It is possible to send a message from a process that would get received on a page, but that does require some programming on both sides (a script task in a process and also modifying code on a page, or somewhere in the client to receive the message from the process and display the prompt - however, there's no way to get the result of the prompt back to the process so it can proceed according to the value selected). This article explains how to send a message from a process to be received in the client https://customerfx.com/article/sending-a-message-from-server-side-c-to-…

Ryan

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We have recently updated our Knowledg Hub with the documents that describe how to start bpm’online 7.x custom functionality development using SVN. They also give the reader an idea on how to migrate data and functionality between different bpm’online 7.x environments with help of SVN. Follow here: https://www.bpmonline.com/community/base to know more.

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