Hi Team,

 

We are creating workspace for each role from the organisation structure and adding the role in the user group of the workspace. In the same way, when we create a workspace only for the manager in the topmost role in the hierarchy of the Organizationa structure and when we try to login as the manager.

 

All the workspaces created for the roles below the manger in the structure also is viewed by the manager. Is there a way, were we can make the workspace created only for the manager viewed by the manager and the rest of the workspace hidden/not shown to the manager.

 

Thanks in advance!

Regards,

Mayan

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1 comments

Hello,

 

The manager has all the rights given to his employees. They cannot be removed.

 

For more information on delegating rights:

Delegate permissions

Object operation permissions

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detail
Plus Sign
#editable list
Sales_Creatio
7.17

Hello Creatio Community,

I can not add records in a custom detail added in the Account section.

When i Click the plus sign of the detail nothing happens.

From F12 i get a very generic issue (Can not read properties of undefined (reading ' toLowerCase'). How can i further debug/solve the issue ?

Thank you

Sasori

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4 comments

Hello Sasori,

 

unfortunately, it is quite difficult to analyze the issue like as there might be too many different reasons for such an error.

 

I kindly recommend you creating a separate support case and our team will help resolving the problem you are facing.

 

Kind regards,

Gleb.

Thank you Gleb :)

I was having similar issues.  What I found out is it depends where the detail is at.  For example I was creating a detail around work history.. One of the default fields was contact.  If I entered any contact other than the employee I was looking at it wont show on that contact record.  There is a logical dependency there...  I took the contact component out and works fine....  @Sasori... that is My guess as to what you are running into.

Jason Miller,

Thank you very much Jason !

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web service
API
404
Sales_Creatio
8.0

Hello team,

I have exposed an endpoint, but keep recieveing the 404 (Endpoint not found) when i call it from postman.

I have followed: https://academy.creatio.com/docs/developer/getting_started/develop_appl…

Is there any other prior configurations that need to be done in order to recieve a status 200?

Thank you

Sasori

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Best reply

Hello,

 

404 error means that there is no issue with the authorization or with the request type (GET\POST etc), it means that the endpoint you are calling doesn't exist (either because the link is not valid or because there is nothing behind this link). Also please try configuring the service as it's described here.

PS:

I am able to login. I recieve a status 200 when calling 

ServiceModel/AuthService.svc/Login.

I copy the generated BPMCSRF and place it to the Headers of the Custom web-service. But i keep recieving status 404

Hello,

 

404 error means that there is no issue with the authorization or with the request type (GET\POST etc), it means that the endpoint you are calling doesn't exist (either because the link is not valid or because there is nothing behind this link). Also please try configuring the service as it's described here.

Thank you for you advice Oleg. Issue was resolved

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Sales_Creatio
8.0

Hi,

 

How to add custom field on this mini page which opens when we mark any task as "Complete"?

 

Please help!

Thanks in advance.

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hi Akshit,



The module that brings the mini page is ActivityMiniPage.

It's possible to replace the schema and add custom logic and fields inside the diff property.



Below is a sample that depicts the Select Result (the first dropdown in the mini page) Similar way we can add other custom fields here.

define("ActivityMiniPage", [], function() {
	return {
		entitySchemaName: "Activity",
		messages:{
 
		},
		methods: {
 
		},
		diff: /**SCHEMA_DIFF*/[
					{
				"operation": "insert",
				"name": "ResultsContainer",
				"parentName": "MiniPage",
				"propertyName": "items",
				"values": {
					"itemType": this.Terrasoft.ViewItemType.CONTAINER,
					"items": [],
					"layout": {
						"column": 0,
						"row": 5,
						"colSpan": 24
					},
					"visible": {
						"bindTo": "isEditableResultsVisible"
					}
				}
			},
			{
				"operation": "insert",
				"parentName": "ResultsContainer",
				"propertyName": "items",
				"name": "Result",
				"values": {
					"generator": "MiniPageEditControlsGenerator.generateModelItem",
					"visible": {
						"bindTo": "hasResults"
					},
					"contentType": this.Terrasoft.ContentType.ENUM,
					"wrapClass": ["container-mini-wrap"],
					"controlConfig": {
						"placeholder": {
							"bindTo": "Resources.Strings.ResultControlPlaceholder"
						}
					},
					"controlWrapConfig": {
						"classes": {
							"wrapClassName": ["control-mini-wrap"]
						}
					},
					"labelConfig": {
						"visible": false,
						"markerValue": ""
					}
				}
			},
			{
				"operation": "insert",
				"parentName": "ResultsContainer",
				"propertyName": "items",
				"name": "ProcessResult",
				"values": {
					"bindTo": "ProcessResult",
					"generator": "MiniPageEditControlsGenerator.generateModelItem",
					"visible": {
						"bindTo": "hasProcessResults"
					},
					"contentType": this.Terrasoft.ContentType.ENUM,
					"wrapClass": ["container-mini-wrap"],
					"controlConfig": {
						"prepareList": {"bindTo": "onPrepareProcessResultList"},
						"list": {"bindTo": "ProcessResultList"},
						"placeholder": {
							"bindTo": "Resources.Strings.ResultControlPlaceholder"
						}
					},
					"controlWrapConfig": {
						"classes": {
							"wrapClassName": ["control-mini-wrap"]
						}
					},
					"labelConfig": {
						"visible": false,
						"markerValue": ""
					}
				}
			},
		]/**SCHEMA_DIFF*/,
		rules: {}
	};
});
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object
replacement
Sales_Creatio
8.0

Dear,

I would like to create a custom object to replace the activityparticipant object.

However, when i tryed to create the remplacement object, i ve got the error:

Multiple replacements of same schema in single package are not allowed.

There are effectively two activityparticpant objects :

So how can i create a new activityparticipant custom object ?

Thank you,

Nicolas

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hi LÉZORAY Nicolas,



The Error: Multiple replacements of the same schema in a single package are not allowed refers that the object schema is already available in the current package. 



Could you confirm the current package doesn't have this Object?

Also do you have any custom created package and where this replacement is tried?



Below is the successful replacement of object in custom development package.





 

 

BR,

Bhoobalan Palanivelu.

Hi Bhoobalan Palanivelu !

I don't see how you managed to create the replacement object without error.

 

In the custom package i have no activityparticipant object:

 

If i go into Allpackage i have the same files as you (without the DEVLocal one):

 

Here's how i proceeded:

 

In the next screen, in the inheritance field, i entered "activityparticipant" 

And then i got the error message:

 

Can you please let me know how you managed to create your custom item ?

Thank you for your help !!!

Have a nice day,

Nicolas

 

LÉZORAY Nicolas,



By chance could you please try it in another custom-created package (Custom_Transfer) rather than OOTB Custom?

Bhoobalan Palanivelu,

 

It works in the another custom package.

I have never used this one.

 

Thank you !

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Hi Community,



I'm hoping to add conditional formatting to a lookup field on an edit page (UsrColour).



UsrColour lookup = Id (Guid), Name (String), Hex (String).

 

Ideally, I'd like the colour to change based on the lookup value and for the colour to come from the Hex field in the Colour lookup. Alternatively, hard coding the colours into the page code would be an acceptable alternative.



I can format the field using the article below but not conditionally:

Adding Custom CSS Style Sheets in Creatio (formerly bpm’online) | Customer FX

 

Any assistance would be greatly appreciated.

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Best reply

hi Cristopher Montgomery,



This thread helps to add the custom CSS on condition based.

Please check this Custom CSS for a field/label based on Condition .



BR,

Bhoobalan Palanivelu.

hi Cristopher Montgomery,



This thread helps to add the custom CSS on condition based.

Please check this Custom CSS for a field/label based on Condition .



BR,

Bhoobalan Palanivelu.

Exactly what I need. Much appreciated.

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7.18
sales
marketing
service
Sales_Creatio

Hi,

 

I need to filter contact list that is displayed when logging a call activity through Section Actions Dashboard. Below is the code I have added for the same:

1. Replaced CallMessagePublisherPage

 define("CallMessagePublisherPage", ["ConfigurationConstants"],
	function(ConfigurationConstants) {
		return {
			entitySchemaName: "Activity",
			mixins: {},
			attributes: {
				"Contact": {
					"lookupListConfig": {
						"columns": ["Account"],
						"filters": [
							function() {
									var config = this.getListenerRecordData();
									var additionalInfo = config.additionalInfo;
									var account=additionalInfo.account.value;
									var filterGroup = Ext.create("Terrasoft.FilterGroup");
									if(account){
									filterGroup.add("ContactFilter",
										Terrasoft.createColumnFilterWithParameter(
											Terrasoft.ComparisonType.EQUAL,
											"Account",
											account,
											Terrasoft.DataValueType.LOOKUP)
											);
									}
									return filterGroup;
							}
							]
					}
				}
			},
			methods: {
						setDefaultCallDirection: function() {
							var query = this.Ext.create("Terrasoft.EntitySchemaQuery", {
								rootSchemaName: "CallDirection"
							});
							query.addColumn("Name");
							var recordId = ConfigurationConstants.Activity.ActivityCallDirection.Outgoing;
							query.getEntity(recordId, function(result) {
								this.setDefaultCallDirectionQueryHandler(result);
							}, this);
						}
					},
			diff: /**SCHEMA_DIFF*/[]/**SCHEMA_DIFF*/
		};
	}
);

 

2. Replaced SectionActionsDashboard

  define("SectionActionsDashboard", ["SectionActionsDashboardResources"], function(resources) {
    return {
        methods: {
				onGetRecordInfoForPublisher: function() {
					var info = this.callParent(arguments);
					info.additionalInfo.account = this.getAccountEntityParameterValue(info.relationSchemaName);
					return info;
				},
				getAccountEntityParameterValue:function(relationSchemaName){
					switch(relationSchemaName){
						case "Lead":
							return this.getMasterEntityParameterValue("QualifiedAccount");
						case "Contact":
						case "Opportunity":
						case "Order":
							return this.getMasterEntityParameterValue("Account");
						case "Account":
							return {"value":this.getMasterEntityParameterValue("Id")};
						default:
							return {};
					}
 
				}
		}
    };
});

With above code, I get the below result in Account section when I open the window to select contact.

Above is the expected result. But when typing in the name on the lookup field instead of opening the selection window all contacts that match the text are displayed(not filtered by Account)

Any idea how to apply the same filter when pulling the list by typing in the lookup field?

 

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Best reply

Hi,

 

Please also add the following method to the CallMessagePublisherPage:

getLookupQuery: function(filterValue, columnName) {
					var esq = this.callParent(arguments);
					var filterGroup = this.getLookupQueryFilters(columnName);
					esq.filters.addItem(filterGroup);
					return esq;
				},

and refresh the page after that. This should result in the needed filtration in the list view of the lookup.

Hi,

 

Please also add the following method to the CallMessagePublisherPage:

getLookupQuery: function(filterValue, columnName) {
					var esq = this.callParent(arguments);
					var filterGroup = this.getLookupQueryFilters(columnName);
					esq.filters.addItem(filterGroup);
					return esq;
				},

and refresh the page after that. This should result in the needed filtration in the list view of the lookup.

That works, thank you!

Hello everyone. Thanks for the article, it was very helpful. Perhaps you can tell me how to filter the list of emails address via Account? That is displayed when registering email sending activity via the Section Actions toolbar? Thanks!

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8.0.6
Freedom_UI
Sales_Creatio
8.0

Hello Community,

 

I want to add a custom upload icon to the attachments on Freedom UI pages. It seems the default icons given were from angular material (mat-icon). Is there a way to add a custom icon ?

Thanks in Advance!

 

Regards

Pavan Manne

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3 comments
Best reply

Hello,



There is no such opportunity. We've registered it in our R&D team backlog for consideration and implementation in future application releases.

 

Thank you for helping us to improve our product. 

Hello,



There is no such opportunity. We've registered it in our R&D team backlog for consideration and implementation in future application releases.

 

Thank you for helping us to improve our product. 

Hello Bogdan,

 

Any update on this case?

Pavan Manne,

Hello,

 

Our responsible R&D team is informed about the need of this functionality and consider implementing it in the upcoming releases, but there is no ETA as of now. 

 

Best regards,

Anastasiia

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staticfolders
folders
Sales_Creatio
7.18

Hi Team!

 

Can you help us on how to add static folders to:

1. custom section?

2. Creatio OOTB section, where the static folders functionality is not available by default (for example, Contracts)?



I've tried inserting folder of Static type into %Section%Folder, but it works only for the sections where static folder already available in UI. 



Thanks in advance!

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3 comments

Hello,

 

1. Please be informed that static folders functionality is not available in the custom section. We have created a corresponding query for our R&D team.

 

2. In the basic system version only the following section can have static folders:

employees

process library

process journal

lookups

system settings

As for the Contacts section, static folders are available with the "Marketing" product only.

Is this going to be added at some point? It seems dumb not to have it everywhere. 

Hello!

 

Unfortunately, this functionality is still not available. Our team is working on it, but we can not provide an ETA for it. 

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Import
error
Sales_Creatio
sales
7.17

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 "Type" is not supported
   at Terrasoft.Core.Packages.PackageFileStorage.Read(DataReader reader, Package package) 
   at Terrasoft.Core.Packages.PackageFileStorage.b__201_0(JsonDataReader reader, Package package) 
   at Terrasoft.Core.Packages.PackageFileStorage.InitializeDescriptor[T](Action2 initializeDescriptor, String descriptorFilePath, T descriptor) 
   at Terrasoft.Core.Packages.PackageFileStorage.CreatePackageDescriptorBasedOnDirectory(String directoryPath, Action2 initializeDescriptor) 
   --- End of inner exception stack trace --- 
   --- End of inner exception stack trace --- 
   at Terrasoft.Core.AppInstallation.Packages.Operations.PackageZipOperations.ThrowIfPackageStorageItemErrorsExist(PackageStorage packageStorage) 
   at Terrasoft.Core.AppInstallation.Packages.Operations.PackageZipOperations.Load() 
   at Terrasoft.Core.AppInstallation.Packages.Backup.ZipPackageBackupManager.ComposePackages(String sourcePackagesPath, String tempFilesPath) 
   at Terrasoft.Core.AppInstallation.Packages.Backup.ZipPackageBackupManager.CreateBackup(String sourcePackagesPath, String tempFilesPath, String backupPath, String code) 
   at Terrasoft.Core.ServiceModelContract.PackageInstaller.PackageInstallerServiceInternal.<>c__DisplayClass25_0.b__0() 
   at Terrasoft.Core.ServiceModelContract.PackageInstaller.BaseInstallerServiceInternal.InvokeWithLogging(Action action) 

Install log is in the attachment.



It works without any errors and is imported correctly in other systems (on versions higher).



Is there something I can change in the package? Or is it a problem in the system I import package in?   

How can I fix this?



Thank you in advance!

File attachments
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2 comments

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.

Kalymbet Anastasia,

Dear Anastasia, 



Thank you for expllanaition. Is there any possibility to make my package suitable for versions lower than original?

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