Sales Creatio | Community Creatio

Import

error

Sales_Creatio

sales

7.17

Error during import of package

Evgeniya Pavlushkova

14:00 Dec 26, 2022

Good day!

I need help to understand an error during install of package.

Terrasoft.Core.Packages.Exceptions.InvalidDescriptorInFileSystemException: Invalid discripter: 
Reading of property "Type" is not supported 
Path: UsrTest ---> Terrasoft.Common.InvalidObjectStateException: Reading of property...

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File attachments

install_1.txt

2 comments

Kalymbet Anastasia

16:04 Dec 26, 2022

Hello,

The cause of the problem is the difference between the versions of websites of Сrеаtio that you used during the development of your package versus installation.

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pivot

portal

Sales_Creatio

8.0

Pivot table on Portal main page

Vladimir Sokolov

17:48 Dec 21, 2022

Hello!

I setup Pivot table on Portal main page. And in setup it is displayed like Pivot. But when I login as portal user, I see this data like simple list. Is it possible to display Pivot on Portal?

Thank you!

Vladimir

1 comments

Denis Bidukha

16:46 Dec 27, 2022

Hello Vladimir!

Thank you for bringing this question to us. By default portal users can't see Pivot tables for several reasons. First of all...MoreLess

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attachment

portal

preview

Sales_Creatio

8.0

Attachment preview on portal

Vladimir Sokolov

17:39 Dec 20, 2022

When images preview works perfectly in sections, it doesn't work in the same sections on portal.

How to enable attachment preview for portal users?

Kind regards,

Vladimir

1 comments

Mykhailo Zeleniuk

13:50 Dec 29, 2022

Greetings,

Unfortunately, this is a known issue, which is already being worked on by our R&D team and will be improved within the future releases.

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Sales_Creatio

7.18

How to hide an option from a detail + icon

Champi Chandrasiri

11:01 Dec 16, 2022

Hi All,

I have created two types of contracts (Loyalty and General) and the default "Subordinate contract" detail is only showing in one page(General). So when creating a Subordinate contract by clicking on the (+) icon, I can see both options.

Is there a way to hide the Loyalty option from there?

4 comments

Best reply

Dmytro Vovchenko

14:43 Dec 16, 2022

Hi Champi,

I believe in this conversation you will find an answer to your task.

Show all comments (3)

visit

Activity

scheduler

Sales_Creatio

8.0

Add City field in Activities/Visit

Sasori Oshigaki

17:08 Dec 15, 2022

Hello,

We would like to add the City of an Account in the Visit Scheduler container. How can that be achieved ?

Thank you

Sasori

8 comments

Sasori Oshigaki

12:06 Dec 16, 2022

Hello team,

Any update on this ?

Dmytro Vovchenko

10:05 Dec 19, 2022

Sasori Oshigaki,

Hello,

This title is composed in the schema ActivitySectionGridRowViewModel and its method getScheduleItemTitle and...MoreLess

Sasori Oshigaki

11:11 Dec 28, 2022

Hi Creatio,

I have managed to retreive the City Valye.

My last hurdle is how to set the retrieved city string value to a global attribute inside...MoreLess

Bhoobalan Palanivelu

11:53 Dec 28, 2022

Sasori Oshigaki,

Here is a sample to get the result of an asynchronous function using Terrasoft.chain

getMyEntity: function(callback) {
  ...

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Sasori Oshigaki

13:15 Dec 28, 2022

Bhoobalan Palanivelu,

Thank you very much Bhoobalan. As always you help is much appreciated.

I am still not getting the wanted result.

Here...MoreLess

Bhoobalan Palanivelu

14:11 Dec 28, 2022

Sasori Oshigaki,

Can you please try to add in this method getScheduleItemTitle: function()

 this.callParent(arguments);

Sasori Oshigaki

14:24 Dec 28, 2022

Hi Bhoobalan,

Still getting the same result

after applying

this.callParent(arguments);

	getScheduleItemTitle: function() {
			this.callParent...

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Dmytro Vovchenko

11:58 Jan 03, 2023

The esq async logic may be pretty complicated. if you have a debug mode enabled, please turn it off, this may fix the issue. If it, not the...MoreLess

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Sales_Creatio

7.18

Conversion rate in dashboard

Korni Manideep Reddy

07:21 Dec 15, 2022

Hi community,

To show conversion rate in dashboard we use sales pipeline. Is there a way to show conversion rate without sales pipeline. For example "To show conversion rate in leads between qualification to closed won". Is there a way to implement it. Also suggest best chart to do this.

Thanks in advance.

Regards,

Manideep Korni

2 comments

Denis Bidukha

17:31 Dec 16, 2022

Hello Korni,

As I understand your need - you want the same info that the pipeline contains, but to be displayed in a different way. In the...MoreLess

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Sales_Creatio

7.18

Implement Custom Sales Pipeline chart

Korni Manideep Reddy

10:33 Dec 14, 2022

Hi community,

I want to implement "SalesPipeline" chart with custom column in lead section. By default it is tagged to the Column "Qualify status". But Iam using my own custom column "UsrLeadOpportunityStages" to define lead stages in my project. I can try with normal pipeline graph but also I want to implement the stage conversion rate, just like shown in the picture.

Is there a way implement.

Thanks in advance.

Regards,

Manideep Korni

4 comments

Bogdan

15:25 Dec 14, 2022

Hello,

I believe your business task could be achieved by this MarketPlace add-on,

Korni Manideep Reddy

07:24 Dec 15, 2022

Bogdan,

Thank you for your response. But this add-on will work only for opportunity section. But I need this implementation in leads section...MoreLess

Bogdan

10:15 Dec 15, 2022

Korni Manideep Reddy,

The full sales pipeline doesn't have the option to choose the object to build the dashboard by. Your dashboard can only...MoreLess

Jacek Harlejczyk

00:12 May 24, 2023

Hi Bogdan,

I also had a similar idea and could not see this having been developed and available OOTB.

BR,

Jacek

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7.18

Sales_Creatio

Add fixed filter to custom section like "Owner" in Activities

Nirupama Mohan Latha

01:33 Dec 13, 2022

Hi Community,

I am trying to add a fixed filter like "Owner" in Activities to a custom section. Below is the code I added for the same:

initFixedFiltersConfig: function() {
				var fixedFilterConfig = {
					entitySchema: this.entitySchema,
					filters: [
						{
							name: "Owner",
							caption...

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2 comments

Dmytro Vovchenko

13:33 Dec 13, 2022

Hi,

Here is an example on adding a custom fixed filter.

Case description:

You need to add a custom fixed filter by column Type to the Contact...MoreLess

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portal

data binding

Sales_Creatio

8.0

Open edit pages in portal

Vladimir Sokolov

23:28 Dec 12, 2022

Hello!

We have several details on Portal (e.g. Product price, Contract and some custom ones).

When portal user double clicks on the record, edit page is opened.

But this happens only on Dev environment. When we install package to Test, it is not possible to open edit page there.

What data should be added to the package in order to open edit page for detail records?

Thank you

3 comments

Vladimir Sokolov

11:18 Dec 14, 2022

As we have found, there are 2 records for one CardSchemaUId in SysModuleEdit:

Select * from "SysModuleEdit"

where "PageCaption" LIKE '%Contracts%'

So...MoreLess