Hello,



It`s seems to be an issue that our support should take a look. Please send us an email at support@creatio.com



Best regards,

Serhii

 

Hello,

Thank you for sharing this information with us. We have created a task to have the responsible R&D team address this behavior in future releases.

Hello,

"Other phone" and "Extension phone" are communication types only, not objects and their values are stored in the "ContactCommunication" table (actual number is stored in the "Number" column) with the correspondent "CommunicationTypeId" (Id correspondent values can be reviewed in the "CommunicationType" table). Also these communication types have no correspondent columns on the "Contact" enity side.

Oleg Drobina,

Thank you for your answer! Do you know what I can do to create a validation for these two? I created 2 fields in the Contact object and now I want to somehow connect them to the ones from Comunications.

Ghiu Diana Stefania,

In this case you need to create a logic similar to the one that is triggered when new communication option is added to the ContactCommunication object (see the logic in the SynchronizeCommunicationWithEntity method from the CommunicationSynchronizer source code). Alternatively you can try creating a custom business process that will update a main contact record in case new value was added to contact communication option.

Hello!

To set up object permissions in that way you need to go to System settings - Object permission - Relationship connection. There you can set up permissions in that way as you provided in the request.

Hello, 

Unfortunately, there is no possibility to use complex filters for business rules setup. We have this idea registered for our R&D team and I will notify them about this question to increase the importance of implementing this functionality.

Hello Sergii,

Is is possible to disable Job Experiences management in Creatio ?

or

is it possible adding code on the OpportunityClient object in order to select all account's contacts even if the contacts job experience is not the primary one ?

if it is a current job experience, it's enough.

Hello Nicolas,

Simply make sure that both your contacts are connected to the account:

The filtration business rule you have returns contacts related to the selected account and in your case one of the contacts is not connected to the account selected in the opportunity from your example.

hello oleg

that's the meaning of my question

if the contact's professional experience is not the main one, but if the contact is still part of the company, then the system filter doesn't display the contact.

I'd like to change this behavior.

Hi Community,

Any update regarding the topic ?

Sasori

Hi Community,

Any update regarding the topic ?

Thank you

Sasori

Hi Sasori,

Good day,

The section names are data from the SysModule table, so the key should be Data:SysModule.Caption: + the Id of the record. For easier searching, you can use the following filter in Translations section:



Keycontains%Data%Caption

AND

Language0=Accounts

 

To find the Id, open the section wizard, and the Id will be in the URL. For example, for this section, the code will be: Data:SysModule.Caption:065063c9-8180-e011-afbc-00155d04320c

Thank you for your inquiry.

Thanks a lot for this explanation Pavlo!

Hello!

Since deduplication utilizes Global Search for duplicate detection, the only way to search for an exact match of a phone number is by changing the global search template to without_ngram.json.

However, in such a case, the exact match search will not only be performed on the phone number but also on all fields.

More information about templates can be found in the article.



Additionally, in such situations, we recommend configuring the search to include a minimum of 2 fields.



For example: Name + mobile phone, Email + mobile phone, which will narrow down the search scope and provide more accurate results.

Hello,

This issue has already been resolved in version 8.0.8.

If the error persists in your version, please create a support ticket with support@creatio.com.

As a workaround, you can access the properties of the column through the page designer.

Hello Tom, 

It's not possible to implement your business task with a help of basic system tools, the additional development will be needed. 

The same question has been already discussed in a separate post on our Community, please refer to it in case you'd like to proceed with implementation by code. 



Best regards,

Anastasiia

Hi Anastasiia,

Is there a way to do this in Freedom UI through code or filters of some kind?

Vincent Nguyen hello,

1. Add @creatio-devkit/common usage into Accounts_FormPage

define("Accounts_FormPage", /**SCHEMA_DEPS*/["@creatio-devkit/common"]/**SCHEMA_DEPS*/, function/**SCHEMA_ARGS*/(sdk)/**SCHEMA_ARGS*/ {

2. Add the following handler to the page

{
                request: "crt.LoadDataRequest",
                handler: async (request, next) => {
                    const currentAccountId = await request.$context.Id;
                    const contactAttr = "PrimaryContact";

                    if (request.dataSourceName === `${contactAttr}_List_DS`) {
                        const filter = new sdk.FilterGroup();
                        await filter.addSchemaColumnFilterWithParameter(sdk.ComparisonType.Equal, "Account", currentAccountId);
                        request.parameters.push({ type: "filter", value: filter.toJson() });
                    }

                    return await next?.handle(request);
                }
            }

3. Refresh the page and check the result.

Hi Oleg is the handler compatible for 8.2.0 or the latest version. Currently I'm on 8.2.0 and its not working. I also had a question about the request.parameters.push({ type: "filter", value: filter.toJson() }); what does it do?