Sales Creatio | Community Creatio

7.18

Sales_Creatio

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

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

Roman Brown

17:35 Dec 19, 2022

Hello Vladimir,

What you did is bind the SysModuleEdit record for the page supposed to open for the portal section which was missing...MoreLess

Vladimir Sokolov

11:15 Apr 04, 2024

Hello Roman,

we've got new issue with this. Currently page is opened with double click on portal in our dev and test environment (with dem...MoreLess

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Sales_Creatio

accountsection

#editable list

8.0

insert a chart in the account section

Jeremy Jason Schulze

09:40 Dec 12, 2022

hello all,

is it possible to add an editable/free writeable table or list in the account section?

1 comments

Anastasiia Zhuravel

15:39 Dec 13, 2022

Hello Jeremy,

You can add the chart for the Account's section record, it will be available once the record page is opened. It can be...MoreLess

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visit

Activity

datetime

Sales_Creatio

8.0

Bug when adding a new Activity of Category Visit

Sasori Oshigaki

17:17 Dec 08, 2022

Hello Creatio team,

I try to create a Visit Activity, and i set the start time and due time

When i click Save, and reopen the record the due time is not 20:00 ( as i specified) but 18:00 (1 hr later from start time).

This happens only for activites of category visit

Any idea how to solve this ?

2 comments

keith schmitt

19:49 Dec 08, 2022

do you have your Time Zone Set for your Profile?

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minipage

edit page

Sales_Creatio

8.0

Always open Mini Page when creating new records

Sasori Oshigaki

14:38 Dec 08, 2022

Hi team,

When i Create a new Activity of Category Visit:

The Edit Page opens

I want that when creating new records of Activity/ Category Visit the Mini Page always opens:

Thank you team,

Sasori

1 comments

Dmytro Vovchenko

17:38 Dec 22, 2022

Hello,

If you check in the section wizard you can see that mini pages are enabled for the activities, however, for the visit, it is blocked...MoreLess

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section wizard

schema

package

frontEnd

Activity

visit

Sales_Creatio

8.0

Activate Section Wizard for Account detail in Visit/Activity

Sasori Oshigaki

11:26 Dec 07, 2022

Hello Creatio team,

How can i activate the Section Wizard option for the followin detail:

This feature is deactivated in the PlanningAccountDetailV2 schema part of Field package

I need to activate the wizard for this task:

Deactivate the filter that filters the accounts based on the selected employee.

2 comments

Best reply

Dariy Pavlyk

20:04 Dec 09, 2022

Hello Sasori,

In order to deactive the filter based on employee it is just needed to click on the cross sign, and you will see all the accounts...MoreLess

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Opportunity

Records

Sales_Creatio

7.16

Exsiting Record in Opportunites is not opening

Sasori Oshigaki

18:06 Dec 06, 2022

Hello Creatio team,

i am trying to open an existing record in Opportunities.

When i open the record it redirects to a new one.

Why is this happening ?

1 comments

Alla Blinova

19:32 Dec 06, 2022

Hi!

To investigate this behavior, we ask you to submit a request to our team via support@creatio.com or the Success Portal.

We'll need...MoreLess

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detail

Filters

Sales_Creatio

8.0

Multiple fixed filters on a detail

Cris Montgomery

15:51 Dec 05, 2022

Hi all,

I'm trying to add multiple fixed filters to a detail on a booking record.

Master Record = UsrBooking

Detail = UsrPayments

I would like to show all payments linked to a booking where the account type (UsrPayments.UsrAccountType) = "Coach Company" (30091a3f-b9fd-43da-a39f-e0c59402a115)

i've...MoreLess

2 comments

Best reply

Oleg Drobina

18:41 Dec 05, 2022

Hi Cris,

The filtration you've created will return only UsrPayments records that have the UsrAccountType.Name = "Coach Company" and...MoreLess

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dashboard

List View

Sales_Creatio

8.0

How to change the value alignment of the heading/values in the list set up of the dashboard ?

Amritha Mayan Gorky

13:15 Dec 05, 2022

Hi Team,

We would like to change the alignment of few of the heading/values in the list view from “centre” alignment to right alignment in the dashbaord.

As shown in the screenshot, we want the Quantity [heading] and values to be right aligned rather than centre aligned. Is it possible to change the alignment in the dashboard or any coding needs to be done

Thanks in advance!

Regards,

Mayan

File attachments

Screenshot 2022-12-05 at 4.38.23 PM.png