Sales_Creatio
7.16

There is an item was purchased by this customer.

But when we search the accounts -> Solutions, The Asset Named 'The one they purchased' is not listed in the ‘Software-Licenses’ list.

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Hello Selva,



Please contact our support team (support@creatio.com). Please provide us with more details on the issue.

 

Best regards,

Bogdan

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Opportunity
Sales_Creatio
7.18

Hi,



How can we filter to left "client" field in opportunities to show only accounts for selection and not contacts or accounts ?



Damien

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2 comments
Best reply

Hi Damien,

You can add this to the page attributes to remove the contact lookup option:

attributes: {
  "Client": {
    "multiLookupColumns": ["Account"]
  }
}

Ryan

Hi Damien,

You can add this to the page attributes to remove the contact lookup option:

attributes: {
  "Client": {
    "multiLookupColumns": ["Account"]
  }
}

Ryan

Ryan Farley,

 



Thanks, worked perfectly :)

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Sales_Creatio
7.16
section cases approval
approval
notifications
notification_center

Hi community!

I enabled Approvals in the case section and added Approval in the business process. The problem is that counter is not increased in the notification panel but approval itself is shown in the "Approval notification".

Best regards, 

Jana

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2 comments

Hello Jana,

 

As we replied in your case, the most likely reason for this behavior is a missing piece of code that marks your notifications as read.

 

Please check if you have MarkNotificationAsRead in your custom code in order for notifications to properly display.

 

You can copy the code from the NotificationService object in configuration files.

 

Thank you,

Artem.

Hello Artem,

 

We are also facing the same issue. Ours is not a custom code, all we do is create an approval task via business process. While the approval task is seen in notification center, the counter does not get increased.

 

Please advise

 

Test process creates an approval task for current user

After process is triggered, task appears for current user, but no badge or counter is seen as highlighted in yellow.

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Hi Team,

 

How can we clear the value of any decimal/integer/Currency field value.

I have tried using the below given approaches for achieving this :

 

1. I have applied one business rule through which when the checkbox adjacent to the decimal/integer/Currency field is unchecked, the value in the decimal/integer/Currency field becomes 0.

 

2. setting the field value as null by code on edit page of the section

(this.set("UsrFieldName"),null);

 

I want the field value to be absolutely cleared out and even there should not be any 0 by default value.

 

Please help me find any solution to this.

 

Many Thanks,

 

Sarika

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3 comments

Hello Sarika, 

 

As of now, there is no way to replace "0" with empty/blank value for columns with Integer/Decimal/Currency type as it will contradict working logic of a column (unspecified/empty value is being converted to 0). 

We already have a corresponding query registered for our R&D team to implement such functionality in the upcoming versions of the application, I will assign your request to the project in order to increase its priority.

Thank you!

 

Best regards,

Anastasiia

Hello Anastasiia,

Could you please confirm whether this functionality has already been implemented? If not, could you let me know in which release it is planned? We are currently on version 8.2.3.1351, and I am encountering the same issue.

Thank you in advance for your support!

Best!
Jacek

Jacek Harlejczyk,

Hello,

The task is still in progress and the only workaround that currently exists is using the text column instead of a number. In case this number should be processed it can be done using type casting in formulas (or script tasks) of business processes.

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Hey there,

 

I've created a new application on Creatio 8.0 with a simple object that only has a lookup to a contact object. When I save a new record "Candidat", nothing happens even though it seems to be correctly configured.

 

How can I solve this problem?

 

Here is a video showing what's happening : https://youtu.be/U7QlUvOBVaQ

 

Kind regards,

 

Julien Gunther

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Hello Julien,

 

We have received the duplicate request from you sent to support@creatio.com, based on latest information from a request , the issue has been already resolved from your side "by simply adding and removing the "UsrName" field in the "Candidats" form". 

 

Please let us know if the issue persists. 

Best regards,

Anastasiia

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formatting
pane
Sales_Creatio
7.18

Hi 

 

Is there a way to set up a 'Formatting pane' for different fields/ columns

 

Thanks 

File attachments
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1 comments

Hi Minh, 



One of the ways to do it is to add : 

 

{ 
 
"operation": "merge",
"Name": "$name$"
"contentType": this.Terrasoft.ContentType.RICH_TEXT 
} 

 

to the "Diff Schema" section of the schema of the page

where $name$ is the code of the field.



Important points: 



1. You can only add it to Text fields. 

2. It will add HTML tags to the content of the field, which might be displayed as well : 

 

3. Also, as you can see on the above screenshot, it adds the panel to the page, which is not collapsable.



Please consider the points noted above, before making changes. 



Yurii

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bug
8.0
ApplicationHub
Sales_Creatio

Hello, I am experiencing a bug when creating a new page via the application hub on Creatio 8.0.

 

In short, the title of the configuration is not updated correctly when it is modified and the title of the page only updates character by character.

 

Here is a video showing what is happening: https://youtu.be/K5YGUKno7fQ

 

Kind regards,

 

Julien Gunther

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1 comments

Hello Julien,

 

Could you please make a support ticket regarding this issue so we could investigate the problem more thoroughly?

Just send us an email at support@creatio.com.

 

Thank you,

Artem.

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Sales_Creatio
7.18

 

Hi Team,

 

I have added one button in detail on clicking of which , it should be automatically navigated towards the next record in the detail. The records are displayed in tile view. Please refer to the screenshot.

 

 

I tried using the following options but they dont seem to work.

 

https://jsfiddle.net/SZKJh/

https://jsfiddle.net/SZKJh/1/

https://jsfiddle.net/r753v2ky/

 

Kindly help.

 

Thanks,

Sarika

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7 comments
Best reply

Sarika Sharma,

 

Hi,

 

Ok, then something like this should be used:

onNewLineButtonClick: function(){
				var gridDataValue = this.getGridData();
				var gridDataItems = gridDataValue.getItems();
				var requestedActiveRow = this.get("RecordIndexColumn");
				if (requestedActiveRow != null) {
					if (requestedActiveRow >= gridDataItems.length) {
						return;
					}
					var targetActiveRowId = gridDataItems[requestedActiveRow].values.Id;
					this.set("ActiveRow", targetActiveRowId);
					var targetElementId = document.querySelector("[id*=" + CSS.escape(targetActiveRowId) + "]");
					$([document.documentElement, document.body]).animate({
						scrollTop: $("#" + CSS.escape(targetElementId.id) + "").offset().top
					}, 2000);
				}

RecordIndexColumn - is a virtual column where we specify the number of the record to which we should scroll (for example can be a separate field on the page or in the detail). This variable:

var targetElementId = document.querySelector("[id*=" + CSS.escape(targetActiveRowId) + "]");

searches for the detail record on the document (since each detail record has an Id value inside the Id selector of the element on the page).

 

This is not a ready code, but it animates the page to be scrolled to the active row visible in the document.

 

Best regards,

Oscar

Hi Sarika,

 

An example of such a button created for the AccountAddressDetailV2:

 

1) The button code itself:

{
				"operation": "insert",
				"name": "NewLineButton",
				"parentName": "Detail",
				"propertyName": "tools",
				"values": {
					"itemType": Terrasoft.ViewItemType.BUTTON,
					"className": "Terrasoft.Button",
					"style": Terrasoft.controls.ButtonEnums.style.BLUE,
					"tag": "NewLineButton",
					"caption": { "bindTo": "Resources.Strings.NewLineButtonCaption" },
					"click": {"bindTo": "onNewLineButtonClick"}
				}
			}

2) Creating an attribute:

attributes: {
			"ActiveRowIndex": {
				"dataValueType": this.Terrasoft.DataValueType.INTEGER,
				"value": 0
			}
		},

3) The code of the click handler:

onNewLineButtonClick: function(){
				var gridDataValue = this.getGridData();
				var gridDataItems = gridDataValue.getItems();				
				var activeRow = this.get("ActiveRow");				
				for (var i = 0; i < gridDataItems.length; i++) {
					if (gridDataItems[i].values.Id == activeRow) {
							this.set("ActiveRowIndex", i);
						}
				}				
				var currentActiveRowIndex = this.get("ActiveRowIndex");
				var newActiveRowIndex = currentActiveRowIndex + 1;
				var gridDataItemsLength = gridDataItems.length;
				if (newActiveRowIndex >= gridDataItemsLength) {
					return;
				}
				var targetActiveRow = gridDataItems[newActiveRowIndex].values.Id;
				this.set("ActiveRow", targetActiveRow);
			}

As a result after refreshing the page the button will do what is needed - navigation will be performed.

 

Best regards,

Oscar

Hi Oscar,

 

Thanks for your response.

 

I tried the code that you suggested and it is selecting the next record in the row on Clicking the Next Record Button. But the issue is I still have to manually navigate to see the next record that is selected. Kindly suggest me some way that the next selected record automatically gets visible on the screen without me having to scroll towards it.

 

Regards,

 

Sarika

Sarika Sharma,

 

Please clarify what do you mean? I thought you need a button that will select the next record in the grid. Do you want to open it or what? Please provide all the details of the task from the very beginning to the expected result.

 

Best regards,

Oscar

Hi Oscar, 

 

I want the functionality as follows:

As Soon as I click on the 'Next Record' Button, the next record should be automatically scrolled up and comes up in the view without me having to scroll the view of the window.

 

 

Please check the below link for making it clear.

 

https://jsfiddle.net/SZKJh/1/

 

As soon as a number is entered, and GO button is clicked, it redirects to the line with that number. I want the same redirection to occur on incremental basis.

 

Sarika Sharma,

 

Hi,

 

Ok, then something like this should be used:

onNewLineButtonClick: function(){
				var gridDataValue = this.getGridData();
				var gridDataItems = gridDataValue.getItems();
				var requestedActiveRow = this.get("RecordIndexColumn");
				if (requestedActiveRow != null) {
					if (requestedActiveRow >= gridDataItems.length) {
						return;
					}
					var targetActiveRowId = gridDataItems[requestedActiveRow].values.Id;
					this.set("ActiveRow", targetActiveRowId);
					var targetElementId = document.querySelector("[id*=" + CSS.escape(targetActiveRowId) + "]");
					$([document.documentElement, document.body]).animate({
						scrollTop: $("#" + CSS.escape(targetElementId.id) + "").offset().top
					}, 2000);
				}

RecordIndexColumn - is a virtual column where we specify the number of the record to which we should scroll (for example can be a separate field on the page or in the detail). This variable:

var targetElementId = document.querySelector("[id*=" + CSS.escape(targetActiveRowId) + "]");

searches for the detail record on the document (since each detail record has an Id value inside the Id selector of the element on the page).

 

This is not a ready code, but it animates the page to be scrolled to the active row visible in the document.

 

Best regards,

Oscar

Hi Oscar,

Many thanks for your response,

 

I tried the code you've provided above but it seems it is not reflecting any changes or action performed on the screen. I also configured the field "RecordIndexColumn" in section and added incrementing values in each of the records.

 

Sarika Sharma,

 

Hi,

 

It works correctly (almost, it should be modified a little since there is a problem with the MainHeaderSchemaContainer module at the top and the animation of the record (MainHeaderSchemaContainer sometimes can cover the actual record that is the first or the second in the detail list)). Also an example was provided for the AccountAddress detail and the "New line" button there). See the result:

Best regards,

Oscar

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Sales_Creatio
7.18

Hi Team

 

I'm looking for some functionality where the user gets a message sent by other user of a different role displayed as soon as he logs in to creatio system .

Also there should be complete privacy for the communication so that the two users of a common role can not see the chats of each other.

 

Please suggest some ways through which this can be achieved except for Whatsapp, Telegram and Facebook as we do not want any third party app involved in this.

 

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4 comments

Hi Sarika,

 

I am sure your requirement can be fully covered using the standard Feed section where channels for posting can be created and followers can be selected:

As a result new feed messages will be displayed in the CTI panel and also in the feed section.

 

Best regards,

Oscar

Hi Oscar, 

 

Thanks for the reply.

 

This seems to be a helpful option in our case. 

 

Just request you to provide the additional information for how can we add multiple feed channels in a section or some sort of functionality where user can select the channel in which he/she wants to post?

 

Best regards,

 

Sarika

Hi,

 

I have found the option where user can select the channel but here the user - JICO is able to see the other channels list also in which he is not added(He is not added in the channels GC-CCR and GC-AXA).

 

1.How can I filter out the list of channels based on the user that is allowed to post in that channel?

 

Please Refer to the Screenshot.

 

 

 

2. How can user select the channel from the feed that is specific to each section record in the section itself? For example, how the user JICO posts in the feed after selecting the channel so that this post is specific to a section record.

 

Kindly help.

 

 

 

Best Regards,

 

Sarika

 

 

Sarika Sharma,

 

1) You need to administrate channels by records and specify correspondent record permissions to these channels

 

2) There is no way to select channels in the feed of the record page, this option is available in the Feed module in the CTI panel or in the Feed section directly.

 

Best regards,

Oscar

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Sales_Creatio
7.18

Hi community.

I need to connect an activity to an activity.

Out-of the box this feature is not available.

Checking on the Activity entity I saw the field ActivityConnection which is a lookup field on Activity.

This field is not inserted on Activity page.

Is it deprecated ?

Can I use it to link one activity to another activity ?

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Hello Stefano,

 

Unfortunately, we don't have such implemented results. 



You can create a new lookup column and bind it according to this post, and customize it according to your business task:

https://community.creatio.com/questions/connect-activity-custom-object#…

 

Best regards,

Bogdan

Bogdan,

Hi Bogdan 

thank you for your answer

So, if I understand the field "AcitvityConnection" is deprecated.

Is it correct ?

Stefano Bassoli,

 

It is not a column, it is a separate table:

 

Regards,

Bogdan

Bogdan,

Hi Bogdan

I'm referring to the Activity.ActivityConnection lookup field available on Activity entity.

Stefano Bassoli,

Hi Stefano,

 

have you found out if this field is supposed to be deprecated?

 

I just found out that it is still being used in the functionality for linking emails from the mailbox to other object, namely in the method loadEntityConnectionColumns in the EntityConnectionLinksUtilities mixin.

It made some problems when we tried to reuse this field, so I suggest not to tinker with it too much and simply create a new one.

 

Regards,

Robert

Robert Pordes,

Hi Robert,

I created a new custom field, just in case. 

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