Not sure why the panel would be showing the wrong one as I think I've done tab hiding like this before, but another approach to hiding tabs that might not have the same issue is using Page Business Rules if you're able? They're less versatile, but are no-code, and may avoid this issue. You'll find these tabs under the "Layout element" option for "Hide elements":

Harvey Adcock,

Hi,
Thank you very much for your response. Unfortunately, this suggestion didn’t solve the problem. Hiding the tab using a business rule does make its contents inaccessible, but the button itself is still visible. Trying to combine both approaches didn’t help either - it behaves the same way as before.
So far, the only working solution is hiding the button by DOM manipulation, but unfortunately, that’s not a elegant solution.

Hello, here is an example on how to do it dynamically:

1. create a page parameter on FormPage and use it as attributes value in viewModelConfigDiff:

        viewModelConfigDiff: /**SCHEMA_VIEW_MODEL_CONFIG_DIFF*/[
            {
                "operation": "merge",
                "path": [
                    "attributes"
                ],
                "values": {
                    "IsUserSystemAdministrator": {
                        "modelConfig": {
                            "path": "PageParameters.UsrIsUserSystemAdministrator"
                        }
                    },

2. create a handler to set attributes value: 

        handlers: /**SCHEMA_HANDLERS*/[
            { 
                request : "crt.HandleViewModelInitRequest", 
                handler : async (request,next) => {
                    await next?.handle(request);

                    // create model query and add filters
                    userRoleModel = await sdk.Model.create("SysUserInRole");
                    const filter = new sdk.FilterGroup();
                    //await filter.addSchemaColumnFilterWithParameter(sdk.ComparisonType.Equal, "SysRole.Name", "System administrators");
                    await filter.addSchemaColumnFilterWithParameter(sdk.ComparisonType.Equal, "SysRole", "83a43ebc-f36b-1410-298d-001e8c82bcad");
                    await filter.addSchemaColumnFilterWithParameter(sdk.ComparisonType.Equal, "SysUser.Contact", currentUserContact.value);
                        
                    const results = await userRoleModel.load({
                      attributes: ["Id"],
                      parameters: [{
                          type: sdk.ModelParameterType.Filter,
                          value: filter
                      }]
                    });
                    
                    // now set the attribute
                    request.$context.IsUserSystemAdministrator = (results.length > 0);

                }
            },

3. use Page parameter to show/hide tab or some other element on FormPage:

Hello,
In addition, you could check the approach from here:
https://community.creatio.com/questions/how-can-i-hide-attachment-tabto…

Hello!

Thank you for your question.

If new records (such as Accounts, Contacts, Opportunities, Orders, etc.) are added directly to the database via SQL commands, these records will not be indexed for Global Search.

As a result, Global Search will not be able to find records that were inserted directly into the database.

To include these records in the Global Search index, a reindexing of the corresponding section is required. This process cannot be triggered manually from the user interface.

• For on-site (on-premise) clients, reindexing can be triggered via Swagger.
• For cloud clients, since they do not have access to Swagger, they can contact Creatio Support, and we can perform the reindexing for their site through a support request.

Hello Valeriia,

Doing some tests, I noticed that after creating an opportunity via SQL, if a business process updates the Owner field, the opportunity is automatically indexed and returned by Global Search. If the test business process updates for example "Created By" or "Modified By"  fields the record is not reindexed. What kind of fields should be updated from a business process to force indexing of a record (for example an Opportunity)?

Thanks

Hello,

Unfortunately, it is currently not possible to customize the pre-chat summary using standard configuration tools.
Adding another field for display can only be done through development by modifying the OmniChatModule.

However, we have already registered this idea for our R&D team, and this feature may become available in future releases.

Hello,

There is support available for this add-on: info@customerfx.com.

Best regards,
Ivan

Technically, the current version of that control doesn't support mini pages, however, you could tweak the layout with some CSS. I'll add it to the backlog to look at adding that at some point in the future.

Hello.

Currently, there are no management roles for functional roles. The logic to be implemented depends on the business need for establishing such a hierarchical structure.
If we consider the inheritance of access rights by a manager, there are two possible approaches from a technical perspective:
- Create functional roles as organizational roles (although this is likely not the best option), or
- Configure the required logic using object permissions and business processes.

For example, we could add a rule on the object level so that when an employee with a specific functional role creates a record, a designated person (manager) is automatically granted permissions. Alternatively, more complex logic for granting access rights under different conditions can be implemented through business processes.

Best regards,
Antonii.

Hello,

Unfortunately, currently it is not possible to remove/hide the Business process tasks icon from the Notifications panel. However, we have registered this idea for the responsible R&D team and they will review the possibility of changing this logic in future.

This doesn't work either: 

esq.HideSecurityValueSetting = new EntitySchemaQueryHideSecurityValueSetting(EntitySchemaQueryHideSecurityValueOption.None);

Hello Jerome,

Instead of using EntitySchemaQuery.HideSecurityValue to unmask the value of the encrypted string use EntitySchemaQuery.UnmaskColumnValues and set it to true

Here is the example:

var esq = new EntitySchemaQuery(userConnection.EntitySchemaManager, schemaName);
esq.UnmaskColumnValues = true;
esq.AddColumn(encryptedColumnName);
var entity = esq.GetEntity(userConnection, recordId);
var unmaskedString entity.GetColumnValue(encryptedColumnName) as string;

Hello,

1) In order to open not the list page but another page with other elements, you can make changes to the list page and remove the elements you don't need

2) You mean that you can't add different datasources to one page? Perhaps the following configuration instructions will help you:

https://academy.creatio.com/docs/8.x/no-code-customization/customizatio…

Halyna Parkhomenko,

What I'd like to achieve:
BACKGROUD CONTEXT (ISSUE IS BELOW):
I have object Real Estate and use self reference and lookup ObjectType to build 2 layers hierarchy: ЖК (Real Estate) - Квартира (the same object Real Estate Object)

If Real Estate Object has :
1) ObjectType lookup = "Квартира" & Parent ЖК filed is populated with another Real Estate Object, then it is child Квартира
2) ObjectType lookup = "ЖК" 
& ЖК filed is Empty then it is parent ЖК

What I'd like to achieve
Have a Landing page to show 4 Tabs:
Each Tab contains 2 Rich Text fields to show description from related filtered by ID Real Estate Object (ЖК)  and Editable List of Child records ("Квартира")

Both Rich Text fields and should be  
I'm getting error as my Main source was selected


Like that:

ЖК 1 (Tab):
---------------------------------------------------------------------------------------
 Інфо про ЖК (Rich Text)            |    Генплан  (Rich Text)
                                                        |
                                                        |
                                                        |
---------------------------------------------------------------------------------------


Квартира (List):
---------------------------------------------------------------------------------------
Name  |  Price | Status | Description | etc...


Each ЖК should be on separate tab as shown on image above (Object 1, 2, 3)


ISSUE:
I'm getting issue when Editing Rich Text fields on List Page. 
After I reload the page those fields still contain previous value.

If I add Save button, then getting an error (mandatory field is empty) because it tries to save new record instead of saving updates to Rich Text fields of corresponding filtered records shown on the screen.


 

Leonid,

You can enable live data update for your object. Also, check out this post, as it may contain useful information for your scenario.

Hello,

For effective communication, could you please attach your question in English? 

Additionally, please find attached relative articles:

https://academy.creatio.com/docs/8.x/no-code-customization/category/webhook-service-integration

https://academy.creatio.com/docs/8.x/creatio-apps/products/marketing-to…

Thank you.

Hi Patrice,

The crt.HandleViewModelAttributeChangeRequest is not designed to have request parameters.

How it works:

1. The first time you open the recipient's dropdown or when you write text in the input, crt.RefreshEmailRecipientsRequest is triggered, which sends a request to the DB to get data (Email) from the VwRecepientEmail schema. Then crt.HandleViewModelAttributeChangeRequest is triggered for the EmailComposer_RecipientsMailboxes attribute with response data from crt.RefreshEmailRecipientsRequest in request.value.

2. crt.RefreshEmailRecipientsRequest has the following parameter: event: { query: null, recipientsLength: 0 }. The query is a text from the recipient's input. It is used to filter records from the VwRecepientEmail schema, checking whether the Email or ContactName columns contain the text specified in the query.

3. The VwRecipientEmail schema has a ContactId column, so in theory, if you have an account ID, you can get all the contacts associated with that account and extract the relevant data.

4. The problem is that crt.RefreshEmailRecipientsRequest is not designed to filter data by columns other than Email and ContactName. There are no parameters where you can specify a filter, like you tried using sdk.FilterGroup, and then request.parameters.push, etc.

So, there is no simple solution for what you are trying to achieve. I suggest using the sdk.Model class to retrieve and filter the data you need, and then replace the data coming from standard requests with the data you have.

Also, check out these articles, they may be useful:
https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/front-end-development/freedom-ui/data-sources/crud-operations/references/model-class-js
https://customerfx.com/article/querying-data-using-filter-conditions-via-the-model-class-equivalent-to-enityschemaquery-in-a-creatio-freedom-ui-page/

Hello Eduard,
thanks for the detailled answer !
i will try to find my way with the Model class.

Best regards
Patrice

I managed to load the needed filtered collection. 
Now i have a hard time setting the list in the page, the request.$context.EmailComposer_RecipientsMailboxes does not want to be updated.

Anybody know if this filtering may be available in future versions ?

Hello,

any help is very welcome !

i finally could fix my code for setting the sender email with the current user email, for anyone looking for the solution : 

handlers: /**SCHEMA_HANDLERS*/[
	{
		request: "crt.HandleViewModelAttributeChangeRequest",
		handler: async (request, next) => {
			const attributeName = request.attributeName;
			if(attributeName === 'EmailComposer_SendersMailboxes') {
					//Recupère le contact du User courant pour l'email expediteur:
					const sysValuesService = new devkit.SysValuesService();
					const sysValues = await sysValuesService.loadSysValues();
					const currentUser = sysValues.userContact;

					const contactModel = await devkit.Model.create("Contact");
					let contact = await contactModel.load({
						attributes: ["Id", "Email"],
						parameters: [{
							type: devkit.ModelParameterType.PrimaryColumnValue,
							value: currentUser
						}]
					});
					contact = contact.pop();

					const currentFrom = await request.$context.EmailComposer_From;

					setTimeout(() => {
						if(currentFrom != contact.Email) {
							request.$context.EmailComposer_From = contact.Email;
						}
					}, 500);
				}

				return next?.handle(request);
			}
		},
]/**SCHEMA_HANDLERS*/,