Hi Everyone! 

I have a use case where I need to make adding a record to a detail on the Opportunity page mandatory for a specific stage in Opportunity DCM. 

Would anyone know how to implement it? 
Are there any differences between Classic and FUI? 
Can it be done through Validation? 

Any suggestions welcome!

Thanks so much for your help!
Jacek

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Hello Jacek,

In order to implement your logic you will have to create the user task for adding a record to the detail and set it as required step in DCM.

Opportunity management 

Hello Jacek,

In order to implement your logic you will have to create the user task for adding a record to the detail and set it as required step in DCM.

Opportunity management 

Yeah, this is something a missing for which it's quite useful to have to behave like a mandatory field, rather than a task to fill in. 

Have not found a way other than to add task, but we did it in a business process so that it will first check if detail has some records or not. 

Use cases : Address filled in ; Products added to opp.. there's probably more. 

Our sales team are not big fans of extra tasks to validate in addition to the data to fill in.

Unfortunately, it is not possible to make some detail mandatory for filling in with user.  We registered this request and forwarded to our R&D team for consideration and implementation in future application releases.

It is possible to do with development though. 

Here is a sample algorithm for how it may be done in Classic UI. Please not that the methods in the examples serve only for giving an idea of how this may be done and don't perform actual business task: 

1) Create an ESQ to check if the detail has records added.

Example: 

checkDetailRecords: function() {
	var accountId = this.get("Id");
	var select = this.Ext.create("Terrasoft.EntitySchemaQuery", {
		rootSchemaName: "AccountAddress" //name of the detail object schema
	});
	var esqFilter = select.createColumnFilterWithParameter(Terrasoft.ComparisonType.EQUAL, "Account", accountId);
	select.getEntityCollection(function(response) {
		if (response.success) {
			var collection = result.collection;
			if (collection && collection.collection.length > 0) {
				this.set("DetailHasRecords", true);
				this.set("ESQCompleted", true);
				this.save();
			} else {
				this.set("DetailHasRecords", false);
				this.set("ESQCompleted", true);
				this.save();
			}
		}
	}, this);
}

2) After checking if there are any records you would need to save the result, for example, to an attribute: 

Example: 

attributes: {
	"DetailHasRecords": {
		"type": Terrasoft.ViewModelColumnType.VIRTUAL_COLUMN,
		"dataValueType": Terrasoft.DataValueType.BOOLEAN,
		"value": false
	},
	"ESQCompleted": {
		"type": Terrasoft.ViewModelColumnType.VIRTUAL_COLUMN,
		"dataValueType": Terrasoft.DataValueType.BOOLEAN,
		"value": false
	},
}

3) After that you can override save method for the opportunity to check if the detail is filled in when the opportunity in a specific stage  

Example: 

save: function() {
	if("ESQCompleted") {
		if("DetailHasRecords") {
			this.callParent();
		} else {
			this.showInformationDialog("Please fill in ....");
		}
	} else {
		this.checkDetailRecords();
	}
}

 

Also to prevent the opportunity when record was deleted from the detail and no records in the detail left you can use the method onDetailChanged: 

onDetailChanged: function(detail) {
	this.callParent(arguments);
	if (detail.schemaName === "AccountAddress")//name of the detail
		this.checkDetailRecords();
	}
}

Thank you Iryna and Damien for your replies and advice. This is much appreciated! 

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Dear,

When starting Creatio we have the following errors :

Classic UI

It seems that Creatio is not finding some language files.

Can these mistakes be corrected ?

Thank you !
Nicolas

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Hello!

Try to change the language of the user to English, recompile the system. Then switch back to French and try to reproduce the error.

Have a nice day!

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Hi Community,

I'm trying to identify the ObjectName (schema name) and the RecordId of a form page that is currently open in Creatio (Freedom UI), using the context data available (as shown in the attachment). Is there a recommended way to retrieve this information through code or the browser console?

What’s the best way to access this data from within the button click handler?

Reference Screenshot

Thanks in advance!

Ajay K

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This is possible, but only from the context of the page itself. I am not sure if it's possible from a sidebar to know anything about the current page loaded elsewhere, maybe with a request handler in a remote module where you can specify the scopes?

As for getting this info within the context of the page, to get the primary data source, you can use: 

const pds = await request.$context.getPrimaryModelName();

With the data source name, you can get the schema for the datasource which will give you the entity/object name, the Id column attribute, and also the primary display value attribute using the following (note, this gets the attribute names, not the values): 

const pds = await request.$context.getPrimaryModelName();
const schema = await request.$context.dataSchemas[pds];
 
const entityName = await schema.name;
const idColumn = await schema.primaryAttributeName;
const nameColumn = await schema.primaryDisplayAttributeName;

Now that you have the attribute names, you can get the values: 

const idValue = await request.$context[idColumn];
const nameValue = await request.$context[nameColumn];
// etc

This sort of thing works great if you have a custom base page type that could be used for many different pages/objects. 

Also, as a FYI, not sure how this is going to change after 8.2.3 since 8.2.3 has a beta feature (not enabled out of the box) that allows a page to have multiple connected data sources. That might break some of this.

Ryan

Ryan Farley,

I have similar requirement but with remote module..

I am developing a custom button with the remote module. I created and deployed the component using the clio tool.
When I click on the button, I want to get the object context where this button is placed. 

For example:
if the button is used in the Contact form page then I want to access contact record details(Ex: email, name, type, record id etc..) in the click handler.

If the button is used in the Account form page then I want to access account record details(Ex: name, owner, primary contact, record id etc..) in the click handler.
 

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Hey Team , i have a user task in the lead section and inorder to move from one stage to another ( custom stages) , i have put up a user based task. However when the user clicks on complete , the system throws the below error 

I have not written this view.On multiple compilations , i still seem to face this issue.
Please note that this issue is occuring in my local , and when the same code is pulled by others to their local , this seems to work.

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Hello!

Could you please provide some details about the transfer of stages, especially the part related to user tasks?

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Hello mates !

I'm trying to create a script into a business process to check the SIRET (French Enterprise Number). But I'm having a basic problem: an identifier is expected when I try to compile on line 59

using System.Text.RegularExpressions;
 
string siretNumber = Get<String>("siret");
bool siretValide = Get<bool>("siretValide");
 
int ttlAddition = 0, cpt = 1;
 
string formatInput = Regex.Replace(siretNumber, "[^a-zA-Z0-9_]+", "", RegexOptions.Compiled);
string reverseCard = new string(formatInput.ToCharArray().Reverse().ToArray());
 
int[] arrDigits = Array.ConvertAll<string, int>(
    System.Text.RegularExpressions.Regex.Split(reverseCard.ToString(), @"(?!^)(?!$)"),
    str => int.Parse(str)
);
int[] arrMult = new int[arrDigits.Length];
 
// First Luhn step:
// Start with the last digit (on the right)
// and move to the left, doubling the value of all even-numbered digits
for (int i = 0; i < arrDigits.Length; i++)
{
    if (cpt == 1)
        arrMult[i] = arrDigits[i]; // the key is processed first, the number is not doubled 
    else
    {
        if (cpt % 2 == 0)
            arrMult[i] = 2 * arrDigits[i];
        else
            arrMult[i] = arrDigits[i];
    }
    cpt++;
}
 
// Add together all the digits of each number thus obtained.
// If digit > 10, then the digit to be added gives, for example: 18 = 1 + 8
for (int i = 0; i < arrMult.Length; i++)
{
    if ((int)arrMult[i] >= 10) // if number > 9 you have to break down the number, e.g. 18 gives: 1+8
    {
        int[] intList = Array.ConvertAll<string, int>(
            System.Text.RegularExpressions.Regex.Split(arrMult[i].ToString(), @"(?!^)(?!$)"),
            str => int.Parse(str)
        );
        for (int j = 0; j < intList.Count(); j++)
        {
            ttlAddition += (int)intList[j];
        }
    }
    else
        ttlAddition += (int)arrMult[i];
}
 
// if modulo by 10 of the addition is zero then our figure is valid 
if (ttlAddition % 10 == 0)
    Set<bool>("siretValide", true); // set the variable siretValide to true in Creatio 
else
    Set<bool>("siretValide", false);

Compilation error

In VS Code, by replacing the last lines: Set<bool>("siret Valide", true); with Console.WriteLine("Verification OK"); and Set<bool>("siret Valide", false); with Console.WriteLine("Verification KO"); the program works fine.

 

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Hello,

 

You can add using statement in Usings section in Methods block Of BP like this:

Also here is the fixed example of your code without compilation errors:

 

string siretNumber = Get&lt;String&gt;("siret");
bool siretValide = Get&lt;bool&gt;("siretValide");
 
int ttlAddition = 0, cpt = 1;
 
string formatInput = Regex.Replace(siretNumber, "[^a-zA-Z0-9_]+", "", RegexOptions.Compiled);
var formatInputCharArray = formatInput.ToCharArray();
Array.Reverse(formatInputCharArray);
string reverseCard = new string(formatInputCharArray);
 
int[] arrDigits = Array.ConvertAll&lt;string, int&gt;(
   System.Text.RegularExpressions.Regex.Split(reverseCard.ToString(), @"(?!^)(?!$)"),
   str =&gt; int.Parse(str)
);
int[] arrMult = new int[arrDigits.Length];
 
// First Luhn step:
// Start with the last digit (on the right)
// and move to the left, doubling the value of all even-numbered digits
for (int i = 0; i &lt; arrDigits.Length; i++)
{
	if (cpt == 1)
		arrMult[i] = arrDigits[i]; // the key is processed first, the number is not doubled 
	else
	{
		if (cpt % 2 == 0)
			arrMult[i] = 2 * arrDigits[i];
		else
			arrMult[i] = arrDigits[i];
	}
	cpt++;
}
 
// Add together all the digits of each number thus obtained.
// If digit &gt; 10, then the digit to be added gives, for example: 18 = 1 + 8
for (int i = 0; i &lt; arrMult.Length; i++)
{
	if ((int)arrMult[i] &gt;= 10) // if number &gt; 9 you have to break down the number, e.g. 18 gives: 1+8
	{
		int[] intList = Array.ConvertAll&lt;string, int&gt;(
           System.Text.RegularExpressions.Regex.Split(arrMult[i].ToString(), @"(?!^)(?!$)"),
           str =&gt; int.Parse(str)
       );
		for (int j = 0; j &lt; intList.Length; j++)
		{
			ttlAddition += (int)intList[j];
		}
	}
	else
		ttlAddition += (int)arrMult[i];
}
 
// if modulo by 10 of the addition is zero then our figure is valid 
if (ttlAddition % 10 == 0)
	Set&lt;bool&gt;("siretValide", true); // set the variable siretValide to true in Creatio 
else
	Set&lt;bool&gt;("siretValide", false);
return true;

Also please make sure that "siret" and "siretValide" parameters have the values assigned before this Script Task is executed. 

 

Hello

In a task script, you're not allowed to add the using statements.
Also, the script must end with:
return true;

You can add the using statements at the Methods block in the BP.

Hope this helps!

Mohamed Ouederni,

Hello Mohamed,
Thank you for your help ! i m a newbie in C#.

So i followed your recommandations:

i removed the using System.Text.RegularExpressions; at the script beginning, because when i open the process source code there is allready a using System.Text

i added a return true at the end of the script.

and i added too System.Text.RegularExpressions on the formatInput string :

string formatInput = System.Text.RegularExpressions.Regex.Replace(siretNumber, "[^a-zA-Z0-9_]+", "", System.Text.RegularExpressions.RegexOptions.Compiled);

But now i have the following errors:
compilation error

Line 65 is :
string reverseCard = new string(formatInput.ToCharArray().Reverse().ToArray());
 

Hello,

 

You can add using statement in Usings section in Methods block Of BP like this:

Also here is the fixed example of your code without compilation errors:

 

string siretNumber = Get&lt;String&gt;("siret");
bool siretValide = Get&lt;bool&gt;("siretValide");
 
int ttlAddition = 0, cpt = 1;
 
string formatInput = Regex.Replace(siretNumber, "[^a-zA-Z0-9_]+", "", RegexOptions.Compiled);
var formatInputCharArray = formatInput.ToCharArray();
Array.Reverse(formatInputCharArray);
string reverseCard = new string(formatInputCharArray);
 
int[] arrDigits = Array.ConvertAll&lt;string, int&gt;(
   System.Text.RegularExpressions.Regex.Split(reverseCard.ToString(), @"(?!^)(?!$)"),
   str =&gt; int.Parse(str)
);
int[] arrMult = new int[arrDigits.Length];
 
// First Luhn step:
// Start with the last digit (on the right)
// and move to the left, doubling the value of all even-numbered digits
for (int i = 0; i &lt; arrDigits.Length; i++)
{
	if (cpt == 1)
		arrMult[i] = arrDigits[i]; // the key is processed first, the number is not doubled 
	else
	{
		if (cpt % 2 == 0)
			arrMult[i] = 2 * arrDigits[i];
		else
			arrMult[i] = arrDigits[i];
	}
	cpt++;
}
 
// Add together all the digits of each number thus obtained.
// If digit &gt; 10, then the digit to be added gives, for example: 18 = 1 + 8
for (int i = 0; i &lt; arrMult.Length; i++)
{
	if ((int)arrMult[i] &gt;= 10) // if number &gt; 9 you have to break down the number, e.g. 18 gives: 1+8
	{
		int[] intList = Array.ConvertAll&lt;string, int&gt;(
           System.Text.RegularExpressions.Regex.Split(arrMult[i].ToString(), @"(?!^)(?!$)"),
           str =&gt; int.Parse(str)
       );
		for (int j = 0; j &lt; intList.Length; j++)
		{
			ttlAddition += (int)intList[j];
		}
	}
	else
		ttlAddition += (int)arrMult[i];
}
 
// if modulo by 10 of the addition is zero then our figure is valid 
if (ttlAddition % 10 == 0)
	Set&lt;bool&gt;("siretValide", true); // set the variable siretValide to true in Creatio 
else
	Set&lt;bool&gt;("siretValide", false);
return true;

Also please make sure that "siret" and "siretValide" parameters have the values assigned before this Script Task is executed. 

 

Hello Iryna !
This fixed the two first errors.

compilation error

it looks like system can not find Count, so i added System.link to the method block of the BP and the process has been successfully compiled.

Thank you all for you help !

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Hi

Does anyone know what value goes in the screenshot below for Unique Caption ID, when adding a notification record for a feed (record)? I have tried the Feed Channel ID  but the link does not take the user to the record (nor does the ID of message). Many thanks

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Rob,

WHat you need is to add a feed message connected in an specific section?

Julio.Falcon_Nodos,

Hi Julio,

So I have created the feed message in the Feed Section but I want to notify all users when a new one is posted. I am unable to select Feed Channel in the Object so I selected Message/comment which at least allows for the notification to be sent and received by the users. I then want the users to be able to click on notification so it takes them to the Feed Channel but using the channel ID does not work, so i am not sure what needs to go in here. I don' think there is an automatic way to tag all users in on a new feed, which is why i have tried a notification

 

thanks

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I have a business process which automatically creates a new feed record within a specific channel and I want to notify ALL users every time this is done. From what I can see the add notification only allows to send to one contact?

 

 

 


 

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could not find a way to do this so just created a business process that basically just looped round and sent one at a time to each contact. Not ideal if you have lots of users but worked ok with the number I had

could not find a way to do this so just created a business process that basically just looped round and sent one at a time to each contact. Not ideal if you have lots of users but worked ok with the number I had

Hello,

Unfortunately, this type of process cannot be implemented using out-of-the-box tools. It requires additional development effort. To achieve the desired functionality, you would need to use a Script Task element within the business process and implement custom code that sends notifications to all users.

Please note that the development team already has a task to enhance and expand this functionality in future releases. However, as this feature is still in the development and testing phase, we are currently unable to provide an estimated timeline for its availability.

Best regards,
Antonii.

Antonii Viazovskyi,

Hi Antonii, 

Just checking in—are there any updates on the feature for publishing feed notifications to all users? I need to enable this as soon as possible.

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Dear,
I made a forecast on the products ordered by customers in order to obtain the total quantities per product ordered over several years and by year.
Now I would like to display this data on the account page as a table filtered by account.
Is it possible to access the forecast tables and display filtered data (by account) ?

Thank you,
Nicolas

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Dear Nicolas,

You can implement this logic in Freedom UI pages using "Apply filter by page data". 


Below, you can see an example of this binding using "Case Lifecycle" list as an example:

image.png

Here is a link on how to set this up: https://academy.creatio.com/docs/8.x/no-code-customization/customization-tools/ui-and-business-logic-customization/element-setup-examples/components/set-up-list-components#title-2761-2 

I hope this helps. Have a great day!

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Hello,

Could I get some help understanding or directing me to an article that thoroughly explains the lookup titled "Package in installed application?"

What does the "Primary" check box do? What does the "Current package" check box do?

Can a package be named in more than one row, aka, more than one application?

I cannot locate an academy article explaining this function.

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Dear,

On freedom, we can't delete feeds that aren't ours, even if we're an administrator.
Can we change this behaviour?
Administrators should be able to delete feeds even if they're not their own.
Is this possible?

Thank you!

Nicolas

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Hello!

 

Unfortunately, by default, this functionality cannot be implemented due to the core logic of the application’s configuration.

 

When working with the Feed tab, you are interacting with a system object governed by predefined rules. According to these rules, only the user who created the post (the Owner) has the ability to delete (Remove) or edit (Edit) it, just like with other system objects. 

 

However, we have forwarded your suggestion to our development team for review, and they will explore the possibility of implementing such a feature in future releases.

 

Thank you for helping us improve Creatio!

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