Business Process
Sales_Creatio
8.0

Hi! Is it possible to handle exception in a process? For example if there is an error on "delete something" step occur we proceed to next step without stoping all process.

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Best reply

Dear Andrii,

Unfortunately, we cannot handle exceptions with standard tools in actual versions of applications. Thank you for bringing this aspect to our attention. We will create an idea for the development team so they can consider implementing such functionality in future versions of our application.

If you're talking about custom C# code and Script tasks, you can use basic try/catch constructs there to handle exceptions.

To track errors in business processes, you can create a new business process. It is described on the Creatio Community at the following link: https://community.creatio.com/questions/exception-handlng-business-procecss.

Thank You!

Dear Andrii,

Unfortunately, we cannot handle exceptions with standard tools in actual versions of applications. Thank you for bringing this aspect to our attention. We will create an idea for the development team so they can consider implementing such functionality in future versions of our application.

If you're talking about custom C# code and Script tasks, you can use basic try/catch constructs there to handle exceptions.

To track errors in business processes, you can create a new business process. It is described on the Creatio Community at the following link: https://community.creatio.com/questions/exception-handlng-business-procecss.

Thank You!

Having some form of try/catch or error pathway in BPs would be very helpful, sometimes errors are "expected" especially when using the OOTB steps for things like adding data (e.g. if a unique index is violated due to the non-atomic nature of data operations in BPs) and need to be handled more nicely than just halting the BP and leaving the data in an inconsistent state. It forces many properly implemented pieces of functionality away from being built in no-code and straight back to needing to write C#.

Andrew Sheng,

Unfortunately this idea has not been put on the development Roadmap yet and therefore we cannot provide any ETA on when it can be expected within the system. However, I will add your inquiry to the registered idea in order to increase its priority.

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webservice
Sales_Creatio
8.0

Hello,

 

we use Web service element in our business process, where we set several parameters. For logging purposes we need to get JSON of request body, but there is no such option (I see only Response body)



How can we get request body from the Web service element?



Thanks.

Vladimir

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Hello,

Unfortunately, Web service element doesn't directly expose the request body for logging within the element itself. 

 

Hello, 

 

and no hidden workaround? Or any methods, which are used from request body generation, that we could use as well?



Kind regards,

Vladimir

Hello Vladimir,



You can try to use Telerik Fiddler tool to capture requests that are being sent.

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FreedomUI
compilation
error
Warning
Sales_Creatio
8.0

Dear mates,

Our system display a compilation error warning. If we click on the button, the tooltip displayed is empty.

We had compilation errors in the past, but the issues are resolve.

I tryed to delete records in the Compilation History Lookup but the system refused to delete them.

How can i remove the Warning ?

Thank you,

Nicolas

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Hello,

 

Please note that this issue is connected to the 8.1.2 release and in order to fix it you need to create a case directly for our Support team (support@creatio.com) so we could work with the site in question.

Same here in our cloud dev environment with this new 8.1.2 functionality

You are right, we do not have the problem on our production environment, only on the dev env.

Hello,

 

Please note that this issue is connected to the 8.1.2 release and in order to fix it you need to create a case directly for our Support team (support@creatio.com) so we could work with the site in question.

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FreedomUI
MultiSelectLookup
detail
multiselect
checkbox
Sales_Creatio
8.0

Hi team,



I created a multi select lookup page for a detail in freedomUI using "crt.OpenLookupPageRequest" functionality. I wanted to either remove already selected records in the popup window or show them as checked if they are added into the detail. 

Source for multiselect page : https://customerfx.com/article/invoking-a-multi-select-lookup-dialog-on-a-creatio-freedom-ui-page/

Can anyone help me with this issue?



Expected functionality:





Thanks in advance

Goparna Nasina

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Hello!

You can use the filtersConfig parameter to filter records, as mentioned in the article.

Or you can use the option selectionState to predefine selected rows, which will be pre-selected when the lookup page is opened.

 

Example of selected records:

{
	type: "crt.OpenLookupPageRequest",
	...
	selectionState: {
		type: 'specific',
		selected: [
			'00000000-0000-0000-0000-000000000000',
			'11111111-1111-1111-1111-111111111111',
		]
	}
}

 

An example of pre-filtering records:

{
	type: "crt.OpenLookupPageRequest",
	...
	filtersConfig: {
		filterAttributes: [
			{
				name: 'MyFilter',
				loadOnChange: false
			}
		],
		attributesConfig: {
			MyFilter: {
				value: {
					"items": {
						"29e16d42-36f1-4e04-9029-4321cbb2494d": {
							"filterType": 1,
							"comparisonType": 11,
							"isEnabled": true,
							"trimDateTimeParameterToDate": false,
							"leftExpression": {
								"expressionType": 0,
								"columnPath": "Name"
							},
							"isAggregative": false,
							"dataValueType": 1,
							"rightExpression": {
								"expressionType": 2,
								"parameter": {
									"dataValueType": 1,
									"value": "Super"
								}
							}
						}
					},
					"logicalOperation": 0,
					"isEnabled": true,
					"filterType": 6,
					"rootSchemaName": "Contact"
				}
			}
		}
	}
}

 

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Business Process
Add Data
modify data
API
Sales_Creatio
8.0

I have a subprocess that loops the returned records from an API call and adds a new record in a data object. I want to modify the process to check if the record already exists and if so, modify the existing record with the data changes.

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First read the record using whatever Identifier you have on it from the source data. If the record exists the Id value will be a Guid and if it doesn't exist the Id of the record will be Guid.Empty.

So the condition for the update will look like: 

[Id from the Read] != Guid.Empty (this means the Read found the record)

The "else" will proceed to the Add, just make sure you populate some identifying value from the API call that you'll use when you read if the record exists next time.

Ryan

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data import
Sales_Creatio
8.1.2
8.0

Hi Team,

 

I am looking to data import for the product section and detail objects using a single excel template. In the contact and account sections, we have the option to import the additional address details.

 

Is that possible to get additional detail objects like this for the product section?

 

Regards,

Kumaran

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Dear Kumaran,

 

Thank you for your question!

 

Allow me to clarify how the import process works. When importing data into Creatio, you are essentially transferring the information from your Excel file into the corresponding database table. Each detail in Creatio corresponds to a different object or database table. Therefore, during an import, data can be inserted into one table or object at a time.

 

Import to Contact/Accounts have custom core logic applied, but all other objects work with logic described above.

 

You can read more about Excel import on Creatio Academy: https://academy.creatio.com/docs/8.x/creatio-apps/creatio-basics/busine…

 

Have a great day!

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Freedom_UI
Sales_Creatio
8.1

Hello,



Can anyone tell me How to merge duplicate contact records in freedom UI.

I tried using the classic UI but  can't find any duplicate rule or show duplicates in the action button



Thanks in advance.

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Hello,



To find duplicates in Freedom UI, you need to go to System Designer, then select Setup duplicates rules.



There you will be able to perform all the actions you need.

Malika,

Hi ,

Setup duplicates rules is not sowing under System setup. Is it due to the latest version??



Abhishek,

Is this a cloud or local system?

If it's local, you probably need to set up the deduplication components first to have it available.

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Sales_Creatio
8.0

Hello,

 

what is your experience or recommendation about deleting custom field from the object? 

If some fields were added by mistake and the package was already installed to another evirnoment. Is it ok to delete such field and install the package again? Or should we keep this 'garbage' in the object forever?

 

Thank you!

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Hello,

 

You need to remove it from the development website, install the package on the production website, and the package installation mechanism on the production site will detect the differences in objects between what exists in production and what is in the package, and drop them.



Best regards, 

Orkhan

Hello,

 

You need to remove it from the development website, install the package on the production website, and the package installation mechanism on the production site will detect the differences in objects between what exists in production and what is in the package, and drop them.



Best regards, 

Orkhan

Orkhan,

 

is this valid also for all references to the deleted fields like forms, lists, dashboards, reports,...?

I guess the system will not check js and cs code, so that will need to be handled manually, right?

 

BR

Robert Pordes,

No, system will not check. But this is not a problem to remove such fields from the code



Kind regards,

Vladimir

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Opportunity
product_interest
price
Sales_Creatio
8.0

Dear mates,

On the opportunities product page, when I select a product, the price is filled in automatically. However, I've deleted the business rules and scripts on the opportunity product page.

My problem is that this price includes tax, even though the PriceWithTaxes parameter is unchecked in the system settings.

I've set up a script to enter the price excluding tax but from time to time it's the price including tax that appears (probably an asynchronism problem).

I'd like to know where the script that enters the price of the opportunity products on the page is and how I can change the behaviour.

 

Thank you !

Nicolas

 

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Finally we found the problem: the OpportunityProductPageV2 source page in the Opportunity package contains a method that calculates the price of the product including VAT: calculatePrice.

I've overridden the method and the problem is solved.

I thought that creating the OpportunityProductPageV2 page in the Custom package replaced the view model, but in fact it's an extension.

Sorry for the inconvenience.

 

Finally we found the problem: the OpportunityProductPageV2 source page in the Opportunity package contains a method that calculates the price of the product including VAT: calculatePrice.

I've overridden the method and the problem is solved.

I thought that creating the OpportunityProductPageV2 page in the Custom package replaced the view model, but in fact it's an extension.

Sorry for the inconvenience.

 

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8.0
minipage
Activity
Sales_Creatio

Hi Academy,

 

We would like to make one of the sections in the 'Connections' on the activity mini page mandatory when the category is "task".

Do you have any suggestions on how we can accomplish this?

 

Thank you in advance.

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Hello,

 

It depends on which column should be required here. One particular example: this method can be added to ActivityMiniPage:

save: function(callback, scope) {
				var opportunity = this.get("Opportunity");
				if (opportunity) {
					this.callParent(arguments);
				} else {
					Terrasoft.showInformation("Opportunity is required");
				}
			}

In this case saving of the mini page is not possible in case an opportunity is not connected to an activity and the information message will be shown on the page.

Hi Oleg,

 

Thank you, it works!

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