Hello community,

I am trying to apply a default filter to a detail from the client side. The filter works fine using a function declared in the filterMethod property of the detail. The problem with this approach is that the filter that I applied is not visible.

The task implementation must have the following display.

Is there a way to show the filter that I applied from the client side (js) like the example above.

Thank you!

Hello community,

I have a detail DocListInFinApp in Application Page and I want to add a fixed filter to the detail based on application current stage. Is there a way to add a fixed filter to the detail to only show specific documents.

I have implemented the following code to test the functionality

methods: {
			onEntityInitialized: function() {
 
				this.callParent(arguments);
                this.initFixedFiltersConfig();
			},
			// Initializes the fixed filters.
            initFixedFiltersConfig: function() {
                // Creating a Configuration Object.
                var fixedFilterConfig = {
                    // The schema of the section object is specified as an object schema for fixed filters. 
                    entitySchema: "DocListInFinApp",
                    // Array of filters.
                    filters: [
                        // Owner filter.
                        {
                            // The name of the filter.
                            name: "StageFilter",
                            // Filter header.
                            caption: "StageFilter",
                            // Filter the data from the [Owner] column.
                            columnName: "DocumentListStage",
                            // Current user contact is specified as default value.
                            // Value is received from the system setting.
                            defValue:"69CF135A-9D15-4500-A0D1-E553A7BD5620",
                            // The data type – lookup.
                            dataValueType: this.Terrasoft.DataValueType.LOOKUP,
                            // Filter.
                            filter: BaseFiltersGenerateModule.StageFilter
                        }
                    ]
                };
                // A link to the configurational object is assigned to the [FixedFilterConfig] column.
                this.set("FixedFilterConfig", fixedFilterConfig);
            }
		}

Hello Community,

I am trying to create a lookup filter in client side based on the values of a detail. The case is as follows: I want to display within the application only the contacts which are in the detail UsrApplicationAssignedTo where the application id must be equal to the id of the current application.

After adding the following code to my page I get 0 records.

attributes: {
	"UsrAssignedTo": {
		// Attribute data type.
		"dataValueType": Terrasoft.DataValueType.LOOKUP,
		// The configuration object of the LOOKUP type.
		"lookupListConfig": {
			// Array of filters used for the query that forms the lookup field data.
			"filters": [
				function() {
					var filterGroup = Ext.create("Terrasoft.FilterGroup");
					filterGroup.add("Contact",
						Terrasoft.createColumnIsNotNullFilter("[UsrApplicationAssignedTo:UsrContact].UsrContact.Id"));
					debugger;
					filterGroup.add("AppFilters",
						Terrasoft.createColumnFilterWithParameter(
						Terrasoft.ComparisonType.EQUAL,
						"[UsrApplicationAssignedTo:UsrApplication].Id",
						this.get("Id")));
					return filterGroup;
				}
			]
		}
	}
}

Is there a way to send a notification email to contact owners when specific contacts are participating in any of the campaign step? For example, I want to send a notification to owner when a mail sent to a contact is opened. I am trying to stick with only campaign section and campaign flow edit, using campaign elements. 

Hi Team,

 I have been using a lookup field and implementing a filter via LookupListConfig.



Here I have an issue in filtering the values.



Step 1: If the logged-in used belongs to the System Administrator role, the filter for the lookup is working fine and it shows the records.

Step 2: If the same user is removed from the System Administrator role, the filter is not working and it does not shows any records.

Here is the utilization of lookupListConfig

"UsrApplyName": {
		                "dataValueType": Terrasoft.DataValueType.LOOKUP,
		                "lookupListConfig": {
		                	columns: [ "Id" ],
		                    "filters": [
		                        function() {
		                            var filterGroup = Ext.create("Terrasoft.FilterGroup");
									var CurContactAccount = Terrasoft.SysValue.CURRENT_USER_ACCOUNT.value;
		                          		filterGroup.add("IsActive",
		                                Terrasoft.createColumnFilterWithParameter(
		                                    Terrasoft.ComparisonType.EQUAL,
		                                    "UsrRecepientCompany",
		                                    CurContactAccount));
		                          		return filterGroup;
		                        }
		                    ]
		                }
					},

Kindly help me with the above hindrance and let me know what causes the difference and how to overcome it.





Regards,

Bhoobalan P.

Dear community,

When opening the Owner lookup on the contact page, the list is filtered by employees.

https://prnt.sc/111e40e

when we filter the contact page based on the owner lookup, the list is not filtered. Is this normal? What is the logic behind this, because we are unable to choose any of the non-employees contacts in the owner lookup.

How do we force this to only showing the employees?

https://prnt.sc/111e4qy

Kind regards,

Yosef

Hello community,

We are trying to restrict access of some Creatio users to specific IPs. We are doing this using the 'Range of allowed IP addresses' detail inside 'Access rules' in System users. We however cannot get this to work either on an on-premises installation or on a Creatio cloud installation.

Pls find below a screenshot showing that a user is able to login into the App outside of the permitted range of IPs. Are there special settings to be enabled/set to get this to work?? Does the server need to be restarted or Redis cache cleared or any additional step? What are we doing wrong? 

Thanks in advance

In the Contacts section, I need to filter all the contacts that ever got emails Titled "Thanks" (NOT bulk emails, just simple emails). These emails are displayed here:

I tried any available lookup, yet no success. Which object should be used?

Hello community,

There are numerous use cases where Creatio filters for some data before showing on the UI. Few examples below - 

1. Writing ESQ from JavaScript where we filter an object for only select records by adding filter groups. 
2. User applying of a filter in a section list page or a detail. 
3. When we add a detail to a Section record page, we map a column from the detail to a column in a section record. This is how Creatio filters for only the detail records belonging to that section record and displays the records subsequently. 

Few questions below which will help us explain Creatio better with our customers- 

1. At which layer does Creatio execute these filters? Is it at the Application layer or at the Database layer? It is unlikely that it is at the App layer. Can you confirm that these happen at the DB layer and only the filtered records are fetched to the App layer and subsequently passed back to the UI?
2. I am guessing that the Creatio ORM would aggregate all of the filters and frame a query which filters for the required data and then execute this at the DB layer? Excuse the over-simplification. Can you confirm and share a few more details on how this done? This would give us insight into the Product architecture and help us understand the product better.

If these insights are already available in the Documentation, Request you to share the link. Thanks in advance!

Dear community,

We added a detail to our product page where we can add options.

These options are products as well so whenever we press on the "+" we get a popup with a muliselect where we can choose all the options:

https://prnt.sc/xtcr11

The problem here is that we can see all the options with different Categories.

How can we filter so it only shows the category that is the same as the product above it?

thank you!

Kind regards,

Yosef