dashboard
Sales_Creatio
7.18

Hi,



We would like to send a dashboard, monthly as pdf per email with a process. Any ideas how this can be done ?



Cheers,



Damien

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Hello Damien,

 

Unfortunately, there is no such functionality in our system to export dashboards in PDF format.



We have already registered the idea for our R&D team to implement this functionality in further releases. I will assign your case to this project in order to increase its priority.  



Best regards,

Bogdan

Hello Bogdan,

Are you planning to add the functionality to export dashboards or reports to PDF format?

 

 

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Sales_Creatio
7.18

Hi Team,

 

I'm looking for a solution where the current date can be fetched from the system in edit page code of a section. 

 

I tried using: 

var today = new Date();

var dd = today.getDate();

 

but is not working. Kindly help

 

Thanks,

Sarika

 

 

 

 

 

 

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Hello Sarika,

 

that seems to be regular JS code which works properly independently from the environment. Could you please specify what is exactly not working? It does not generate a number at all? Or it does generate a wrong one? How exactly are you using later this date?

 

Best regards,

Dariy

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Sales_Creatio
7.18

Hi Team,

 

There is one section  section1 with a lookup Lookup1 and another section section2 that has the same lookup Lookup1. I want to fetch the value of two columns of section1 with the same lookup value that is selected in section2. 

 

Kindly help me achieve this.

 

Thanks,

Sarika

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Hi Sarika,

 

You need to debug the ESQ execution to find the way to get the values needed. Here is the article related to ESQ that can be useful.

 

Best regards,

Oscar

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Sales_Creatio
7.18

Hi Team,

 

I'm facing the below error while saving the edit page schema.

 

 

Kindly assist in solving the error.

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Hi Sivaranjani,



The most possible reasons for the issue are: 



1) Empty ParentId for the module that the parent should have (you should deploy the OOB DB check with a query)



SELECT * FROM SysSchema

WHERE ManagerName = 'EntitySchemaManager'

AND ParentId IS NULL



set of return values on the box and on the site with the problem. If it is different, then delete such objects from the system (DELETE FROM SysSchema)



2) empty metadata for some object/scheme in the system. 



SELECT Id, CAST (MetaData AS varchar (MAX)) FROM SysSchema

WHERE CAST (MetaData AS varchar (MAX)) = ''



You can also look in the application logs in the Common and Error log files for whether additional information on the generation of statics has been recorded (usually the error should be signed there with details). And you can also directly filter all schemes by the "Has error" filter in the configuration:



 

and see if any objects in the list are returned. If yes, then "Last error message" will be filled on the object in "Properties":

 

and

 

Best regards,

Bogdan

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Sales_Creatio
marketplace
7.18

Hi,

I'm trying to install add-on from Marketplace (https://marketplace.creatio.com/app/word-pdf-attachment-converter-creatio), but an error occurse in the process of instalation:

2022-03-23 15:20:14,091 Errors and (or) warnings occurred while compiling configuration dll

2022-03-23 15:20:14,091 Autogenerated\Src\GlbAsposePDFHelper.GlbWordToPdfConverter.cs(5,8) error CS0246: The type or namespace name 'Aspose' could not be found (are you missing a using directive or an assembly reference?)

 

Please suggest how solve this issue. Detailed log file is attached.

 

Thanks!

 

File attachments
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Hi,

 

The add-on is only compatible with Creatio 7.15.0 and earlier. We recommend using the following add-on instead: https://marketplace.creatio.com/app/asposepdf-connector-creatio.

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Sales_Creatio
7.18

Hello!

 

I have a question regarding system operation permissions. My goal is to find out if the current user has a specific operation permission. In order to do that within a business process, I've used the template from the marketplace with success. I'd like to do the same in client-code, for example in the Javascript code of an object page – ultimately I want to show some specific buttons only if the current user has specific operation permissions.

 

How can I achieve this?

 

Kind regards

Kai

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Best reply

Hi Kai, 



you can use such code in onEntityInitialized method

RightUtilities.checkCanExecuteOperation({operation: "UsrYourOperationPermission"}, function(result) {
		this.set("UsrYourAttribute", result);
}, this);

Then use this Attribute in Business rules or anywhere else.



And use "RightUtilities" in page definition as well:

 

define("OpportunityPageV2", [ "RightUtilities"], function(RightUtilities) {...

Kind regards,

Vladimir

Hi Kai, 



you can use such code in onEntityInitialized method

RightUtilities.checkCanExecuteOperation({operation: "UsrYourOperationPermission"}, function(result) {
		this.set("UsrYourAttribute", result);
}, this);

Then use this Attribute in Business rules or anywhere else.



And use "RightUtilities" in page definition as well:

 

define("OpportunityPageV2", [ "RightUtilities"], function(RightUtilities) {...

Kind regards,

Vladimir

Vladimir Sokolov,

Great, thank you!

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#readonly
Sales_Creatio
7.18

How to make a user access business processes without the ability to change anything?

 

The user should be able to view the settings of the process elements and flows, but not edit.

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Sales_Creatio
7.18

How would it be possible to save 'Connected to' schema as image or pdf? We need to save versions of Account relationship for history

 

Thank you!

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Just an idea, if you can get html2canvas to work as a module in Creatio, it can save part of the rendered HTML as an image. See https://html2canvas.hertzen.com

It's easy enough to use, something like

html2canvas(#divOfConnectedToElement).then((canvas) => {
    const base64image = canvas.toDataURL("image/png");
    window.location.href = base64image;
    // you could pass the bytes to a configuration service to save 
    // as attachment or use FileApiService
});

However, you'd likely need to wrap the html2canvas up in a module to use.

Ryan

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data binding
Sales_Creatio
7.16

Hello,

We use 'Data binding tool for Creatio' to bind lookups and other data to their 'data package'.

And when we bind data, the tool offers to choose one of packages. By unknown reason there are also 3rd party packages offered. And it is possible accidentally to bind data to them and not possible to delete from such packages after.

What is the filtration condition to display/hide packages in this tool?

 

Thank you!

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Sales_Creatio
7.18

Hello community

 

Is there an option to copy a DCM process?

 

I need to build a process, very similar to one I already developed.

If I could somehow duplicate my process, a lot of work will be saved.

 

Thanks

 

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