I've replaced the "Product" object and added some other fields. but when i'm trying to add these field on the "product edit page", these fields are not available on the "edit Product's" drag&drop fields: ..... Any idea ???
unfortunately at the moment it is not possible to add a column with a datatype different from the 6 basic datatypes displayed at the edit page section. So datatypes like color or file for example are not available.
I will register a case for the R&D department so they can develop this functionality for further releases.
I have a use case where our customers have more than 3000 records having profile photos linked with records. We have to migrate those photos to new Creatio production instances.
What we are trying is in below steps :
Step 1: uploading the photos/Images in Attachment table.
Step 2: Adding a record in SysImage Table using business process from Attachment Table(step1).
Step 3: Updating the created record Id of SysImage in "PhotoId" of Contact section.
Issue : All the steps are working fine but Image is not reflecting against the contact using this approach.
2. Do I need to write the give code in source code schema and then use it ?
3. Since the customers have 3000 photos of contacts then how this code will find correct photo of correct contact? Actually what modifications is required before using this piece of code ?
1) This is the URL to a separate resource where an image is located (direct link to an image)
2) You can do it either in the source code inside the app or create an integration that will connect to the Creatio app and perform an update of the image
3) You have to create a logic that will go through 3000 records (a cycle I guess or an array and execute the logic for each item of this array using standard C# approaches of processing several records) and execute the logic for these records.
How can we fix custom filters for detail records. For instance, there is a month lookup in the detail record. I don't want to repeatedly navigate to the options to apply filter and then select the month column followed by selecting the month name from the lookup.
I want a custom filter readily available on the top of the detail records wherein I only have to select the month name from the filter. How can I achieve this?
I want the Ratio of First and Second column values in the third column in the below given chart.
The calculation is happening for the rows perfectly but due to the default summing up of the column values functionality of charts in creatio , The Ratio is not getting calculated. Ideally for the Final result, the ratio of 1,211,599.69 to 1,040,218.78 should be 1.164 instead of 18,128.5.
At the moment, there is no standard tool that allows restricting columns setup (Select fields to display) for separate users or roles, and our R&D team is aware of this functionality implementation need. I have also informed them about your request so to raise the priority of this problem. As a workaround you can try to use development tools as far as the visibility of this button is bound to the attribute, which is set as "True" by default; the value of this attribute can be changed only by the means of development (adding the custom code).
There is already exists a quite similar task on the Creatio Community here. In case this functional request will be in high demand it can be implemented into OOTB logic in future releases as well.
Our business process prompts the user to create a follow up calendar event if the current call event is listed as 'call later.' Currently the process creates a new call task which OOTB opens a new call task screen. This isn't intuitive because the user cannot see their own calendar availability. I want to set the process to open their calendar view first where the user can confirm time/availability and manually add the task from there. I cannot find a way to open to the calendar view directly from the business process. Is there a way to do this?
we are currently investigating this case in order to find a possible ways of implementing this functionality. As soon as possible we will let you know with the update.
Pre-configured page cannot open the section, so you will need to create a logic with the script task that will send a socket message to the client (using MsgChannelUtilities.PostMessage method and the ClientMessageBridge (as described here)). Since the message should be received on any page you will need to replace the BasePageV2 module and add the message and the handler for the message there.
The handler should use the code similar to the one below:
so that the handler could open the ActivitySectionV2. But there is a problem with this: the activity section will be opened either in the schedule or grid view (depending on the last active view selected by the user for which the activity section will be opened). In this case you will also need to create some additional logic that will set the schedule view as an active view when opening the section from the message handler. The methods to override are initDataViews and loadActiveViewData.
I'm trying to configure 'Save Printable' process element from Creatio Marketplace. It is required to select value from File Schema for File object parameter. But in my case File Schema is empty.
What should I do in this case? I really hope for your support.
That said, note that Creatio will take the value of the "Id" column with your current setup. However, the "File object" field must contain the value of the "Uid" column. In this case, you should read the value of the "Uid" column from the "Schema" object and pass the value to the "File object" field as a process parameter.
Also, Creatio includes a similar functionality out-of-the-box since version 7.17.1
I have a use case where our customers have more than 3000 records having profile photos and attachments linked with records.
I know that using excel import methodology we can migrate information but I am not sure that profile photos & attachments migration could be possible this way?
We have to migrate information on Cloud Instances of creatio.
Please advice me the correct approach of migrating/transferring the profile photos and attachments so that they will be automatically attached ( profile photos should reflect in profile photo part of contact) with their corresponding records.
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