I've this situation where I need to add a new tab "Preview" and the main objective is have a iframe with a preview of the documents in the attachments, however we try first implement the logic if was a website, because we think that the article that we found on academy "https://academy.creatio.com/documents/technic-sdk/7-13/integration-third-party-sites-iframe"partially satisfies what we want to implement;
First, based on the Web field, we were able to do the preview of the website, as you can see on the image below.
Then, we try to call and access to the storage of the pdf that we have on the attachments (image below), but the only link that we have of the pdf is the link/method to download the file, for example: https://..../0/rest/FileService/GetFile/Id.
In this way we want to know if there is any way to acess a link or storage of the file, with objective to implement something like preview of the document with the iframe on the edit page.
I have found multiple posts on how to remove the "+" button on the event audience detail in the event section.
We have created a process where people can add an audience but they're not supposed to use the + (add) button on the detail itself.
Does anyone have a solution/experience with removing the "+" from the event audience detail? I have succeeded in removing the "+" from other details, but this one seems to be different.
Thank you for your response, I know about Traces parameter, but actually I'm trying to debug server side business process' c# code(script task) in visual studio.
This is only possible using C# interactive tools like dnSpy (can be downloaded from here) where you need to connect to w3wp.exe process of your application pool and debug the logic in real time.
As for connecting the app to Visual Studio - you can do it, but this feature was developed to allow development in the File system, but not debugging.
That is true, I do have that in the article as well (it's at the end of the article), however at the time I was doing this for a system where they wanted the "edit" action more obvious to users. However, for consistency with the rest of Creatio, I'd go the route of using the icon as well.
Could you please specify your business target and which task should it solve? Please provide a bit more detailed information on your task and its purpose. Look forward to hearing from you!
Can you please also specify if you are going to create a web-service through the internal system resources like a custom package or you want to use outside .NET environment and connect such a web-service to your Creatio platform?
To receive the original POST request, you need to inherit your web-service from the base class BaseService and get the request through the BaseService.IHttpContextAccessor.GetInstance().Request.
However, please note that this is not the original method but the Creatio's system wrapper. You can find the example in the configuration section, "EsnService" module, ESN package.
Hi Anastasiia, this reply seems to be outdated now as the EsnService module doesn't contain any usages similar to that. Could you advise what the current methodology would be for getting the data from a POST request in Creatio C# code would be please? The documentation on custom web services in Creatio doesn't have much to go on.
I am trying to create a process that can add a selection of contacts to a participants detail by picking select all and then clicking on the action in the actions drop down. I've gotten the process to start but it only grabs 30 records at once.
I know that this is due to Creatio only loading so many records at once as a way to not stress the system too much. However, I need a way to collect more than 30 records. I'm trying to figure out a way to get Creatio to load the records once I've triggered the process.
It's fine if there's a delay while Creatio loads the records, I can always put up a message about how it may take some time. I just need to get the records.
Hi. In order to protect the production instance, I understand that changes and development should be carried out on a separate instance (a trial instance, for example) and then exported to the production instance. I have tried the "Install application" panel, but I have seen that imported packages cannot be changed, so it will not work...
What is the appropriate environment/procedure for that ?
Please review this article https://academy.creatio.com/documents/technic-sdk/7-16/development-rules since it describes a complete development process with carrying changes from dev to prod. It is also a good idea to backup the production application database during maintenance hours for your prod so to be able to restore it from backup in case some data was lost accidentally.
unfortunately we have less than 20 licenses, and hence we are not entitled to have a separate development system. I understand that we will have to work directly on the production instance, is it true ?
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.
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?
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);
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-…
