Hi,

how can I change the code in client modules and add my own? I am still a beginner and it would be cool if someone could help me understand how to work with modules in Creatio. In general, I have a task: I need to figure out how to change the title on the "contacts" page. I need to understand how to change the name (here it is Aссom)

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Hello!

 

The title of the record can be changed on the record page itself:

 

More detailed information about section records like accounts and contacts can be found in the Accounts and contacts Academy article. 

 

If you require any additional assistance on the Creatio system workflow, you can contact our Info Department at info@creatio.com. We will be happy to support you. 

 

Best regards,

Olga. 

Olga Avis,

thanks for the answer! I have one more: how can i modify the code in custom creatio packages? For example, I want to change the base code to mine

Hello Adam, 

 

Please take a look at the Getting started with the development Academy article and its sub-articles:

If you would like to know more about the specifications of the Creatio system, you can refer to the Creatio Training features like e-learning courses, guided learning, webinars, etc. 

 

Kind regards, 

Olga. 

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Hi Community,

In chart is is possible to add/remove series dynamically based on section filter 

 

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Hello Fulgen,

As for now there is no possible to achieve this task since if there are no records returned based on filtering conditions - the serie appears on dashboard anyway and returns 0. We do already have the request to modify this logic registered to our R&D team and this problem is in "Accepted" status. I will also inform our R&D team about this question so to raise the priority of the problem.

Thank you for helping us to make our application better!

Best regards,

Oscar

Oleg Drobina,

 

How's this going? noticed it's been quiet for a while and the functionality doesn't seem available.

Vishay Kerai,

hello!


The idea of developing this functionality was registered, but had a low voice. Thank you for your inquiry, your voice was added to prioritize the idea!

We would be very grateful if you could share with us some practical examples of using the dynamic series you need for your Creatio application.

 

Kind regards,

Natalia

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Hi Team

I created a Node.js script to upload attachments using FileApiService.

Here is my script:

var axios = require('axios');

var fs = require('fs');

establish_connection();

 

async function establish_connection()

{

        axios.post('https://company_name.bpmonline.com/ServiceModel/AuthService.svc/Login',

        {

            "UserName":"xxxxxxx",

            "UserPassword":"xxxxxxxxxxx"

            

        }).then (function (response){

            console.log('Imported credentials cookie from BPM Online!')

            c=response.headers['set-cookie']

            var bpm_loader=c[0]

            bpm_loader = bpm_loader.replace('BPMLOADER=','')

            bpm_loader=bpm_loader.split(';')[0]

            var aspx_auth=c[1]

            aspx_auth = aspx_auth.replace('.ASPXAUTH=','')

            aspx_auth=aspx_auth.split(';')[0]

            var bpm_csrf=c[2]

            bpm_csrf = bpm_csrf.replace('BPMCSRF=','')

            bpm_csrf=bpm_csrf.split(';')[0]

            var user_name=c[3]

            user_name = user_name.replace('UserName=','')

            user_name=user_name.split(';')[0]

            var auth = 'BPMLOADER='+bpm_loader+'; .ASPXAUTH='+aspx_auth+'; BPMCSRF='+bpm_csrf+'; UserName='+user_name+';';

            console.log('Authentication Successful!')

            upload_attachments(auth,bpm_csrf)

        }).catch(error => {

            console.log(error)

        })

}

async function upload_attachments(auth,bpm_csrf) {

  let myPdf = fs.readFileSync("./file_name.pdf");

  let myData = myPdf.toString("base64");

 

  let myBody = {

    Name: "test.pdf",

    Data: myData,

    TypeId: '529bc2f8-0ee0-df11-971b-001d60e938c6',//This indicates that the type of the attachment is file

    Version: "1",

    Usr_reference_column_id: 'xxxxxguid_of_the_record_xxxxxxxx'

  };

 

  let options = {

    method: "POST",

    url: 'https://company_name.bpmonline.com/0/rest/FileApiService/Upload',

    headers: {

        "fileapi14998570381414":"",

      "cache-control": "no-cache",

      "Accept-Encoding": "gzip, deflate",

      "Cache-Control": "no-cache",

      Accept: "*/*",

      "Content-Type": "application/json;odata=verbose",

      Cookie:auth,

      BPMCSRF:bpm_csrf,

      "entitySchemaName":"Usr_id_of_the_file_section"

    },

    body: myBody,

    json: true

  };

 

  request(options, function(error, response, body) {

    if(!error)

    {

        console.log('Success!')

        console.log(response)

    }

    else

    {

        console.log('Failed!')

        console.log(error)

    }

  });

}

 

References: 

1. https://community.bpmonline.com/questions/sending-blob-file-node

2. https://community.bpmonline.com/questions/upload-files-case

3. https://community.bpmonline.com/questions/how-upload-attachments-odata

4. https://community.terrasoft.ru/questions/realizacia-peredaci-pdf-dokumenta-po-protokolu-odata-s-ispolzovaniem-http-zaprosov

5. https://community.terrasoft.ru/questions/fileapiservice-zagruzka-dokumenta-v-faily-i-primecania-crm-sistemy

 

I am able to establish connection (Authorization is successful) and getting SUCCESS for the attachment. But in the response, I am receiving 'Request Error'.

 

Questions:

1. Is my URL correct?

2. Is the way I specified file section name correct?

3. Do I need to add/delete/change my request body?

4. Do I need to create a MODULE in ADVANCED SETTINGS?

 

NOTE: I am using BPM'Online Studio.

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It's hard to say how it should be done on Node.js. However, there is an easy way to find if your request is correct. Please install "telerik fiddler" and catch the request that you send to bpm'online. For example, send file.jpg. Then open bpm'online and add the same file for example to a contact. Catch the request with fiddler too. Then compare those two requests. Your task is to create a functionality that will send exactly the same request. 

If you need an example on JS, please put a break point into the "upload" method in the ConfigurationFileApi module (in a browser) and add a file to a contact. You'll see how bpm'online generates the request. Please try to do the same on Node.js. 

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Hi All

I am trying to insert attachments through OData. Here is my query:

URL: https://.bpmonline.com/0/ServiceModel/EntityDataService.svc/UsrCollecti…

HEADER:

'Content-Type': 'application/atom+xml;type=entry'

Cookie:

BPMCSRF:

'Accept':'application/atom+xml;type=entry'

XML BODY:

<?xml version="1.0" encoding="utf-8"?>

        

            

                

                    test_file.csv

                    3bd0cdb7-89f5-458f-b713-ad54ece97b4d

                    529bc2f8-0ee0-df11-971b-001d60e938c6

                

            

        

NOTE: Name, UsrAWPLogisticsPlanId and TypeId are the fields in my file section.

 

The above query successfully uploads a blank CSV.  Now here are my questions:

1. How can I read a local file and pass it though the XML body (the way I am passing Name, TypeId and UsrAWPLogisticsPlanId)? - So that I can upload real data instead of a blank file

2. Where is the attachment data stored? Whats the format?

 

NOTE: We use BPM'Online studio.

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Dear Nikhil,

Unfortunately, there is no possibility to upload files via Odata protocol on current system version. Please feel free to use FileApiService for uploading a file. Please find an example of how to call the service in the “ConfigurationFileApi” module while adding the file on “Attachments and notes” detail.

Please note that all files are saved in the database in the appropriate table. For example, files from the “Attachments and notes” tab from the Contact section are saved in the “ContactFile” table and have the object name “Contact attachment”. Please note that the column with data of the file has name “Data” and type “varbinary(max)”.

For more detailed assistance, please contact technical support.

Best regards,

Norton

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Hi Team, 

BPM is running in SQL server and we were planning to change the recovery model of the database to full recovery from simple recovery model for attaining the point in time recovery. As far as I knew it will not affect the BPM. Still wanted to confirm if there is any drawback in doing so. Thank you in advance. 

Gokul

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Dear Gokul,

You will not have any difficulties with the application after changing the recovery model. The only difference that is in the database size. Since it will be bigger, you would need to have more free disc space not to affect system performance. 

Best regards,

Dean

Thank you Dean :)

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Hello

I know that Bpmonline supports Gregorian Calendar, what about supporting other calenders like (Hijri Calendar)

Regards

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Hello,

Unfortunately, by default there are no any other calendars or Hijri Calendar time format. If you need to set up the new calendar, for example for case resolution time calculation, feel free to refer to the following article and create your custom calendar (calendar setup paragraph) https://academy.bpmonline.com/documents/service-enterprise/7-15/how-setup-response-and-resolution-time-calculation

Other than that, unfortunately, it is not possible to set up the time and date format according to Hijri calendar. We will register the idea of adding more calendars in our R&D team backlog for implementation in the future application releases. 

Best regards,

Dean

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Hi Community,

How we can do Multiple Selection on Mobile Section List?

 

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Hello Fulgen,

In the current out-of-the-box functionality there is no way to select multiple records in the section list using mobile application and problem regarding this topic is already present in a backlog of our R&D team. You can create your own logic of selection of several records in the list via development (try using multiSelect option in Terrasoft.controls.Select class), but we cannot guide you here since there was no practical implementation of this logic. I will also inform our R&D team about your question on the community so to raise the priority of the problem.

Regards,

Oscar

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How to add multiple new products on the product page. Is there way to create multiple new products?  

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Hi,

You can import functionality to add multiple product to the system. You can find more about import here: https://academy.bpmonline.com/documents/base/7-15/excel-data-import

Best regards,

Angela

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Hi.

Our intention is create a console app (C#) using EntitySchemaQuery  that query an entity (like Account or Contact) and gets its rows to populate a local table. 

We are trying to connect our bpmonline using this example:

source: https://www.bpmonline.cz/bpmonlinesdken/UsingEntitySchemaQuery.html

//////////
// Creating a query instance, adding columns and a data source in the query.
Select selectQuery = new Select(UserConnection)
                    .Column("Id")
                    .Column("Name")
                    .From("Contact");
// Executing a database query and getting the resulting dataset.
using (DBExecutor dbExecutor = UserConnection.EnsureDBConnection())
{
    using (IDataReader reader = selectQuery.ExecuteReader(dbExecutor))
    {
        while (reader.Read())
        {
            // Handling the query results.
        }
    }
} 

/////////////

The problem is we do not know how to create the connection string (UserConnection) to our cloud services, https://mycompany.bpmonline.com.

 

How to create this UserConnection? Someone has an example or may guide us?

 

 

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Theoretically, it's possible to use bpm'online local .dll-s and create the connection. However, it's very hard and usually pointless. If you need to get data from bpm'online, please create a web service in bpm'online. The service should get the needed data and give it to the requested.

This is how to create a service. 

https://academy.bpmonline.com/documents/technic-sdk/7-14/creating-configuration-service

This is how to log in and call it

https://academy.bpmonline.com/documents/technic-sdk/7-14/executing-odata-queries-using-fiddler

Eugene Podkovka writes:

However, it's very hard and usually pointless.

I don't think it's useless.

I'm trying to achieve the same goal to increase our developers' productivity.

We usually use task script in the process designer to manipulate data using EntitySchemaQuery.

Each time, we have to update the process, run it and check the log or attach visual studio debugger (which is painful) to verify our code.

Imagine if we are able to get a UserConnection instance directly into a standalone app. we can test our functions faster and increase the overall productivity.

 @Eugene Podkovka: can you please help us!

Thank you

Mohamed

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Whether or not a System User is Active can be read from System administration object.  However, when the state of Active is changed in System Users, no Signal is caught using Record Modified if the Active flag was changed manually in System Users.  The Signal only triggers a process if the Active status is changed by another process.

How can a process be started when changing the Active status of a System User manually?

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In order to create the functionality please use object "Users/roles (view)" instead of "System administration object" (https://prnt.sc/pj03qp).

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