Hi Akshit,

This task can be achieved using the following scenario:

1) Create two boolean columns in the "System administration object" (SysAdminUnit) object. One of them will be called "Was approval sent?" the second will be "Was approved?"

2) The preparation method that is called when clicking the export to excel action is called exportToExcel and located in the BaseDataView module that then calls the exportToExcel method from the GridUtilitiesV2 that then calls exportToExcelFile method from the DataUtilities module (all according to the call stack of calls, you can debug it on your end).

You need to add additional check if the "Was approved?" and "Was approval sent?" booleans are checked for the user that initiated the export. To get the current user info you can use the user session (can be received using Terrasoft.sessionId) and then you can perform an ESQ select query to SysUserSession object to get the UserId and then perform another ESQ select query to get information from the SysAdminUnit object directly (we are interested in two boolean columns and the SysAdminUnit Id column value).

3) If the "Was approved?" and "Was approval sent?" booleans are not checked then you need to trigger a business process that will send an email (using ProcessModuleUtilities). You need to pass the SysAdminUnit Id column value as a parameter of this process and use it inside the process to form a link to either Reject and Approve "Call to action" buttons.

4) To either approve or reject the possibility of export an email with two options "Approve" and "Reject" should be sent. The link should lead you to the webservice on the Creatio side. This webservice should update the specific SysAdminUnit record with an Id that will be passed as a parameter to this webservice (and the parameter will be specified as a part of the link).

As for the link itself it can be formed as a text parameter (based on the Id passed from the UI using ProcessModuleUtilities) and passed to the HTML body of the custom template in the "Send email" element as:

"<a href=" + [#LinkParameter#] + "><img alt= \"Accept\" src=\"link_to_the_image_here\" width=\"100\" height=\"100\" ></a>"

Before sending an email the "Was approval sent?" checkbox should be checked for the SysAdminUnit record (using modify data for example).

5) The webservice will update the boolean columns "Was approved?" and "Was approval sent?" using the following scenario:

5.1) If the approval was rejected - uncheck both "Was approved?" and "Was approval sent?" checkboxes for the user

5.2) If the approval was approved - check the "Was approved?" boolean and uncheck the "Was approval sent?".

6) On the section module also add additional check for both boolean columns (as in step 2): if the "Was approved?" is checked and the number of exported items is greater than 50 - permit the export and uncheck the "Was approved?" checkbox for the user.

Please study the scenario I described above and use it when implementing the logic on your end.

Best regards,

Oscar

Oscar Dylan,

Thank you!

Dear Jana,

The same questions were asked on the community previously and you can find those questions here, here, here, and here. Please refer to those articles so to be able to hide a button.

Best regards,

Bogdan

Hello 



Unfortunately, the system does not provide the ability to display two details on the same page.

We have conveyed your wishes to the product analysts, they will consider the possibility of implementing functionality for you in the next releases of the product.

Best regards,

Bogdan

Hi Akshit,

The code below should be added to the diff array of the ActionsDashboard module of your section:

{
				"operation": "remove",
				"name": "Tabs"
			}

Once done and the page is refreshed you will see that the tabs were removed:

Best regards,

Oscar

Oscar Dylan,

How to identify the ActionDashbaord module of any section (OOTB / Custom section)?

Could you please share the steps to identify the corresponding action dashboard module of a section?

Best Regards,

Bhoobalan Palanivelu.

Bhoobalan Palanivelu,

Hi Bhoobalan,

There is no such an instruction unfortunately. There are 5 OOB section actions dashboards:

All other section actions dashboards are built using the base SectionActionsDashboard (the last in the list) and settings that are created in the database in the SysDcmSchemaInSettings and SysDcmSettings tables. If you need to hide something in the Cases, Leads or Portal Cases sections you can use already created section dashboards, but as for the custom sections or Opportunity, Lead etc. sections you will need to modify the logic inside the base SectionActionsDashboard. There is a number of methods that control tabs visibility including _getTabsVisibility or getExtraActionDashboadTabVisible and if you need to hide something from the actions dashboard in the custom section then you need to modify the logic of methods as these.

Best regards,

Oscar

We have found this article which has done the trick for ourselves:

Removing the Facebook, WhatsApp, or Telegram Message Buttons from the Actions Dashboard in Creatio

https://customerfx.com/article/removing-the-facebook-whatsapp-or-telegram-message-buttons-from-the-actions-dashboard-in-creatio/

The remaining buttons can be removed by using the browser inspector to identify the buttons and then enter a remove similarly.

Hi,

you can use the Section actions dashboard manager application from the Marketplace to choose which action to show/hide: https://marketplace.creatio.com/app/section-actions-dashboard-manager-creatio

Hi Jana,

Sharing a little lifehack on how to track the record in the database:

1) When switching to the "Activity reminders" tab you need to have the developer console opened in the "Network" tab.

2) You need to track all the "SelectQuery" requests that were sent after the switch to the "Activity reminders" (the request is the only one in our case):

 3) Click on this request, go to it's payload and find the value for the "rootSchenaName" key:

So the table we are interested in is "Reminding".

4) Create some reminding in any activity that has no reminding (for example specify the value for the "Remind to owner date" column as current time minus 15 minutes). This action will create a new record in the "Reminding" table.

5) Go to the database and execute this query:

--MSSQL
SELECT
	TOP 1 *
FROM
	Reminding
ORDER BY
	CreatedOn DESC
 
--PostgreSQL
SELECT
	*
FROM
	"Reminding"
LIMIT 1;

As a result you will find a newly created record:

Now you can easily track column references:

1) Activity Id from which you've initialized the reminding is stored in the SubjectId column;

2) The reference to the schema of the "Activity" (meaning that the reminding was created for the record in the "Activity" section) is stored in the SysEntitySchemaId column that references SysSchema table (UId column);

3) SourceId column defines if the reminding was initialized either for owner or reporter (RemindingSource table reference);

4) Description column stores the subject of an activity for which the reminder was generated.

Try this approach on your side and you will be able to easily track database tables in which data from any section/detail/tab is stored.

Best regards,

Oscar

Hi Oscar, 

Thank you for the lifehack and detailed response! It was very useful for me

Best regards, 

Jana

Hello Akshit, 

The described functionality cannot be achieved with a help of basic system tools. Moreover, business rules functionality cannot be applied to "Feed" tab (content). Your business task can be achieved only with a help of development. 

As of now, we do not have any ready to use examples of how this functionality can be achieved with a help of code as in order to apply the needed changes oob schemas should be completely re-written, which can significantly affect the system.

We already have a corresponding query registered for our R&D team to be able to add Feed in different tabs on the single edit page and waiting for it's implementation in the upcoming versions. I will assign this case to the project in order to increase its priority.

Thank you for understanding and helping us to make our application better!

Best regards,

Anastasiia

Hi Akshit,

This question should be addressed to the SendGrid support and once you receive a reply and some package should be installed in Creatio for the integration to work you can use the "Installed applications" section to install this package.

Best regards,

Oscar 

Oscar Dylan,

Thanks for your response,

How can we install nuget packages in creatio environment(on-cloud setup)  ?

Thank for your time!

Akshit,

Hi,

Packages can be installed through the "Installed applications" section as was mentioned by Oscar or in case it's cloud instance, you can create a corresponding request to the support team to install the packages during the maintenance window. 

Best regards, 

Anastasiia

Hi Akshit,

Have you tried implementing the logic similar to the one described in this Academy article? What was the result?

Best regards,

Oscar

Hi Akshit,

Righ-click on the field and choose the "Inspect" option:

Once done you will see the page HTML:

In your case you need to choose the element name (marked with the arrow as an example of the https://customerfx.com/article/adding-custom-css-style-sheets-in-bpmonline/ article).

As for your second question - use the font-weight attribute. As a result you should get something like this:

#OpportunityPageV2AmountFloatEdit-el{
	background-color: red;
	font-weight: bold
}

and the result is:

Best regards,

Oscar

Hello Kevin,

Thank you for your question!

Unfortunately, the list view and export are not available in the new UI for "Connected to" diagram. We've already registered this idea in our R&D team backlog for consideration and implementation in future application releases. As an option, it's possible to disable the new UI for "Connected to" diagram and get back to the old one. However, the data inserted in the new UI will be lost while getting back to an old UI, same if you decide later to change the UI to the new one, changes applied in the old one - will not be saved. If you want this to be done, please reach out to us at support@creatio.com and we will disable UseRelationshipDesigner feature for you.

Kind regards,

Anastasiia