Timer
Components
Sales_Creatio
8.0

Hi There,

 

is it possible to configure the Timer Component, so it displays in days, weeks, months instead of hrs & minutes? 

i.e to count down 12month of a product warranty or to count up how long a warranty claim has been open.

 

thanks!

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The timer will adjust to the units that makes the most sense for the time period. I have a timer component that is set as a "Count up timer" using the time since a case was created. If the time period is short it displays hours and minutes.

If the time period is long it automatically switches to months & days:

Ryan

The timer will adjust to the units that makes the most sense for the time period. I have a timer component that is set as a "Count up timer" using the time since a case was created. If the time period is short it displays hours and minutes.

If the time period is long it automatically switches to months & days:

Ryan

Ryan Farley,

Thank you Ryan, that's great! I have been hesistant to adding this, as it didn't make sense displaying in Hrs/Min. :)

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fastreport
Sales_Creatio
8.0

Як створити звіт fastreport у версії 8.1.4? Є багато готових звітів і потрібно ще один зробити, але таку можливість забрали

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Розібрався. 

  1. 1. Потрібно створити пусту строку в таблиці FastReportTemplate
  2. 2. Новий запис в таблиці FastReportDataSource
  3. 3. Запис в SysModuleReport
  4. 4. Запис в SysModuleAnalyticsReport
  5. 5. звіт можна відкрити в сторінці "Налаштування звіту" і продовжити роботу
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dashboard
container
custom button
Sales_Creatio
8.0

Hi! How to place a button at dashboard section ? I know there is an article 
https://academy.creatio.com/docs/developer/interface_elements/record_page/button/overview
but there is no information about dashboard section containers.

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Hello,

You can use this instruction: https://academy.creatio.com/docs/developer/interface_elements/record_page/button/overview to add the necessary button to any section. If you have a Freedom UI, you can use the Button component for dashboards using this article: https://academy.creatio.com/docs/8.x/no-code-customization/customization-tools/ui-and-business-logic-customization/UI-designer#title-2230-17.

 

Malika,

as I said in the post, this article does not answer my question, there is no container for the dashboard section

Andrii Herbshtasov,

Unfortunately, there is no way to implement the button in the dashboard section. 

As a workaround you can create a custom page in FreedomUI by no-code methods and add a Button with all needed dashboards.

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Classic
#excelimport
calculation fields
Sales_Creatio
8.0

Hey Community,

I am importing data through Excel into my custom section and attempting to auto-calculate a field based on two other fields in the UI. However, since the user won't be opening the form page, the business rules and JavaScript code I've written aren't being triggered .

I also wrote an" Oninserting" entity event layer code, the same  is not getting triggered as well,however the entity event layer code is getting triggered on click of the new button.
How do i approach this?

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Hello,

Please describe in more detail what code you wrote (if possible, provide an example), what it is for, and how it's connected to business rule and import.

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datetime
timezone
Sales_Creatio
8.0

Hello,

 

we need to implement DateTime field, that will always display time without applying current user timezone, so value entered there should be the same for users in Asia or America. 

How is it possible to do in Classic UI?

 

Kind regards,

Vladimir

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Hello,
 

Unfortunately, there is no out-of-the-box functionality to implement a DateTime field that ignores the user's time zone settings. To achieve this, custom development would be required.

Best regards,
Ivan

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attachments
attachment
file
Files
FilesAndLinks
file upload
FileApiService
Upload
Sales_Creatio
8.0

Hello, colleagues. After generating a report, it is necessary to attach it as a file to the record, in the Files and links detail. The application from "customerfx" is not suitable. Here, it is necessary to automatically select the report form by pressing one button, etc. 

I ask for your help. Perhaps there is somewhere to look at the code. Or you can point to an article in the Academy, or something else.
As a last resort, I will analyze the principle of operation of the application from Ryan (customerfx").
Thank you all.

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Not sure if I completely understand, however, if you're wanting to generate a printable and attach to a record, you can do this with a process using the Process File element. This allows you to generate a printable and you can easily attach to a record's files. Then, just wire up the button to run the process. 

Ryan

Not sure if I completely understand, however, if you're wanting to generate a printable and attach to a record, you can do this with a process using the Process File element. This allows you to generate a printable and you can easily attach to a record's files. Then, just wire up the button to run the process. 

Ryan

Ryan Farley,

Thanks, Ryan. That's what I did. I wrote a business process for generating different reports depending on the value of the reference field and adding them to the attached files. In the module, I added a button to call this business process with the transfer of the necessary parameters to it.

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Autonumber
Auto-numbering
event
Sales_Creatio
8.0

Hello,

I'm trying to add an auto-numbering field in the Leads section following the instructions here: https://academy.creatio.com/documents/technic-sdk/7-13/how-add-auto-numbering-edit-page-field

 

I've made the 2 new system settings required:

I've also made a replacing Lead object in the package I'm working on and added a new event trigger before the record is added:

The process triggered by this signal on the object is set up with the expected elements:

With conditional logic:

One thing I think is missing is how to tie the new system settings into this process.  Is there a schema or input I need to update for this?
 

Also, do the process element parameters need to be populated on the user task?

Thank you for your help finding what needs to be fixed to get this working!

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Is your column on the Lead object really called "CreatioNumber"? (the code for the column)

You've verified that your User Task is really named "LeadNumberCreation"? (click the three-dot button on the top right and switch to advanced mode)

As for the system settings, the user task locates and uses those. 

As a side note, the new method is much easier (it works for classic as well as Freedom since it's simply added as a default value for the column). See https://customerfx.com/article/working-with-autonumber-fields-in-creatio/

Ryan

Is your column on the Lead object really called "CreatioNumber"? (the code for the column)

You've verified that your User Task is really named "LeadNumberCreation"? (click the three-dot button on the top right and switch to advanced mode)

As for the system settings, the user task locates and uses those. 

As a side note, the new method is much easier (it works for classic as well as Freedom since it's simply added as a default value for the column). See https://customerfx.com/article/working-with-autonumber-fields-in-creatio/

Ryan

I obfuscated the real code numbers for these screenshots but the ones I'm using do match the field column code and the user task code so that shouldn't be the problem.
 

That's great to know there is a more simple way to create an autonumber field right on the object now though!  I tried it and it worked so that solution will work fine.

Thank you so much for your help!

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field
fields
automation
auto
Automatic
lookup
value
new
Sales_Creatio
8.0

Hello. Is there a way to fill the field values ​​from the master window in which you opened the lookup (lookup field) and clicked the "New" button? Something similar to how adding a record in a datagrid detail works. When you click add a record, a window with fields opens and these fields can automatically pull values ​​from the master page.

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Hello,
As far as I know, there are no methods to transfer data from the master record to a one created via a lookup window. But, the sandbox messaging should help you resolve this task. More on it here https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platfor…

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Feed
Sales_Creatio
8.1.3
8.0

Hello, I'm wondering if there is a way to import sharepoint comments directly into the feed in creatio? I could not find any articles or other questions on this. We'd like to move data from sharepoint over to creatio and to have users use the feed similar to how they used sharepoint comments. It's important that we can move over this data.

 

Thank you,

 

Eric

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Hello,

Unfortunately, the functionality you're requesting is not available at this moment. 
However, we have submitted a request to the responsible development team. They will assess the possibility of implementing this feature in future releases.
 

We value your feedback and ideas as they help us improve Creatio.

Best regards,
Antonii.

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7.18
Sales_Creatio

Hi Team,

 

I'm trying to set up a report for Order section using FastReport. The intent is for users to apply the required date filter on the Order section and generate the report for that period. For eg, order report for month of April, May etc.

The problem I'm facing is that I'm unable to show the selected date period on the report heading (eg. Order Report 04/01/2024 - 04/30/2024). All the rest of the data populates fine. Not sure if there is a way to pass them as parameters to the report template.

Can anyone suggest a way to achieve this?

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Hi, 

 

To display the selected date range in the report heading using FastReport, you'll need to pass the date parameters to the report and then use them in the report's header. 

 

In this matter, new logic for the interaction of these fields will need to be implemented and specified in the data provider. Unfortunately, we do not have ready-made solutions for this implementation. This approach still needs to be tested.

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