Hello Shivani,



Unfortunately, it is impossible to implement your business task, as for now.



But 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

Bogdan,

Thank you Bogan. I was wondering if this could be replicated using OOTB Case feedback process which sends the satisfaction smilies. If we tried tot replicate this, would we require a SysPortal user license??

Hi Amritha, 



Such scenario works properly on newer OOB version of the application. 

Please check if there are any errors in the developers console when opening the page. 

I'd recommend you to update the application to the newest version. 

If the issue persists or the update is not an option for you please contact us at  support@creatio.com and provide us with access/ copy of the DB. 



Best regards,

Yurii

Dear Nicolas,

Unfortunately, we do not have the base tools to achieve the described business task.



Best Regards,

Ivanna.

Hello Javier,

Hope you're doing well.

It seems at the moment the only way to solve your business task is to create a separate SQL script that will transfer the required data:

• https://community.creatio.com/questions/binding-base-system-setting-val…

Additionally, in general, there is a general recommendation not to consider the meaning of base values, but to add new ones to the reference and bind them to a custom package. This approach simplifies the transfer of data between environments and helps avoid the hassle after an upgrade or, for example, after re-installing the data bindings in the environment.

Best regards,

Roman

Hi Roman, 

The problem is that I can't bind the default columns of an OOB section, and that is something that I can't create a new record to fix it. 

There should be a easy way to bind configuration of the section grid, R&D should take a look at that. 

Best regards, 

Javier

Hello Javier,

Thank you for your reply. I will create a suggestion for our R&D team so they could implement the logic of binding system settings values and OOTB lookup values that are already bound to base packages in the next application releases.

Thank you for finding such a system behavior and helping us in making the application better!

Best regards,

Roman

Hi Juan, 

"Tipos de actividades" I believe that's "Activity types", but the values you may choose in "Task category" ("Categoria de tarea") are fields from "Activity Category" lookup. 

So please add required values to this Lookup and you will be able to select them.

Best Regards, 

Bogdan L. 

Dear Nicolas,

As of now, this can be achieved only via development. You can find examples of this implementation on community: https://community.creatio.com/questions/how-stop-redirection-new-order-section-opportunity

https://community.creatio.com/questions/stay-child-record-while-creating-it-parent

Best regards,

Max.

Dear Max,

i override  the Save method and i modify my autosave method and it works fine i stay on the order where the order is saved.

But when i add a product to the order, the order is saved and it go back to the opportunity.

Do you know where the save method is call in this case ?

In my orderproduct detail, there is a save button:

Shall i override the save method of the orderproduct detail ?

Thank you !

Nicolas

LÉZORAY Nicolas,

Hi,

You will need to override the _navigateBack method (that is called by the afterSave method) of the ProductSelectionSchema schema. This method publishes the "BackHistoryState" message via sandbox and is responsible for pushing the user back in the history.

Best regards,

Oscar

Oscar Dylan,

Hi Oscar,

So i have to replace the ProductSelectionSchema.

In the documentation, i have to used "Replacing Client Module":

But i cann't find it in my system:

What must i used to replace ProductSelectionSchema ?

Thank you !

Nicolas

LÉZORAY Nicolas,

You need to use a replacing view model.

Best regards,

Oscar

Oscar Dylan,

Thank you Oscar,

i overrided the ProductSelectionSchema _navigateBack method.

i commented the line: this.sandbox.publish("BackHistoryState");

Now when i save the product in my orderproduct detail, i stay on the orderproduct selection page. how can i close the detail page to go back into the order ?

Oscar Dylan,

by overloading the _navigateBack method, I haven't found a way to close the product details page without the order also closing.

LÉZORAY Nicolas,

Override de productselectionschema:

            methods: {

                /**

                 * Additional processing after products saving.

                 * @protected

                 */

                afterSave: function(args) {

                    this.sandbox.publish("ProductSelectionSave", this.findSelectedProducts(), [this.sandbox.id]);

                    this.UsrnavigateBack();

                    this.hideBodyMask();

                },

                /**

                 * @protected

                 */

                UsrnavigateBack: function() {

                    var isOpportunityPage = window.location.href.indexOf("OpportunityPageV2") > 0;

                    if(!isOpportunityPage) {

                        this.sandbox.publish("BackHistoryState");                        

                        this.set("IsPageClosed", true);

                    } else {

                        this.config = this.sandbox.publish("ProductSelectionInfo", null, [this.sandbox.id]) || {};

                        window.location.assign("ViewModule.aspx#CardModuleV2/OrderPageV2/edit/"  + this.config.masterRecordId);

                    }

                },

            }

and it works !

even if at the end the user pust close two times the opportunity

Hello Yuriy,

For example, in my system I have only one account with the following email:

In order to filter all the accounts that received such email there is a need for below filter:

And in order to filter all the accounts that hadn’t receive this email (including those that have no email at all) please refer to the below filter:

Best regards,

Anastasiia

Anastasiia Zhuravel,

Thank you. Could you explain to me why this is not working?

The contact has got the emails, yet he's not filtered:

Yuriy Konstantinov,

Try to set the filter the following way:

[Subject contains %hey%missed%you%] or any other appropriate key words. 

Best regards, 

Anastasiia

Anastasiia Zhuravel,

it's the same. I tried:

It doesn't help.

Hello Yuriy,



You can try to add the role of system administrator to your user and see how it will be after that. In case if it doesn't help please mail us on support@creatio.com and give us the external access under the supervisor, credentials of your user and the example of your request. 

We couldn't get the error on our side when we tried to reproduce it with access rights on the operation for the AccountCommunication object and with the restrictions on the CanUseODataService operation (that theoretically might limit the access). In addition, maybe something went wrong with BRMCSRF cookies in Postman when the request was sent on your side, but again it's only our assumption, since we need a full description of the problem. 



Best Regards,

Tetiana

Well, I removed the sales creatio commerce edition cloud license from one user and gave it to the SyncerConnection user and it worked.

But the number of licenses is limited, is it necessary?

Hello,



Yes, that's true that the marketing active contacts license doesn't give a right to work in the system in usual mode and it is used mostly for checking the ability of sending mails from the system.

Here are all the rights that the license gives:

Active marketing contact licenses ("marketing creatio 1000 active contacts"). The licenses are used for creating records in the [ Email ], [ Campaigns ], and [ Events ] sections. The number of licenses must not be less than the number of active contacts who receive marketing communications (emails, campaigns, or events).



Best Regards,

Tetiana

Dear Mansoor Basha,

Thank you for your question!

You may find these links below useful:

1. https://academy.creatio.com/docs/developer/elements_and_components/basi…

2. https://community.creatio.com/questions/how-remove-cancel-activity-butt…

3. https://community.creatio.com/questions/how-add-button-left-sections-pa…

4. https://community.creatio.com/questions/how-add-button-mainheader-below…

5. https://community.creatio.com/questions/add-custom-buttons-actionbutton…

6. https://academy.creatio.com/documents/technic-sdk/7-16/adding-action-ed…

In addition, these links may be useful for you as well:

1. https://community.creatio.com/questions/how-removehide-actions-button-c…

2. https://community.creatio.com/questions/how-enabledisable-active-row-bu…

3. https://community.creatio.com/questions/change-task-displayed-fields

4. https://community.creatio.com/questions/how-add-custom-button-action-da…

Please let us know if you need any additional assistance on this matter, and if yes, would you please elaborate on the request a little bit more

Thank you!

Regards,

Danyil

Dear Danyil Onoprienko,

My Question is not related to Creation of Button, It is related to LinkButton(Calculators) under SalesToolkit in HomePage,  Shown in below image.

Issue facing:- When click on Calculators(LinkButton), a new Homepage window is opening,  which is shown in the below image.

Please suggest me, How to ignore/Stop opening a new window Tab clicking on LinkButton(Calculators)

Using Link button Code is

{

                    "operation": "insert",

                    "propertyName": "items",

                    "parentName": "ToolsTile",

                    "name": "",

                    "values": {

                        "itemType": Terrasoft.ViewItemType.BUTTON,

                        "caption": {"bindTo": "Resources.Strings.CalculatorCaption"},

                        "click": {"bindTo": "onNavigateTocalculators"}

                    }

                },

Dear Community,

Is there any update on this issue.

Thank you in advance.

Mansoor.

Hello Yuriy. 

Alternatively to cancelling execution of each instance of the process manually, you can find this process in the Process library and deactivate it:

By answering "Yes" to the clarifying  questions, all the instances of the process will be cancelled:

Should you have any questions, please let us know. 

Best regards, 

Anastasiia

Anastasiia Zhuravel,

Thank you. I deactivated it, yet they remain with the "Error" status, and there was no dialog "...Cancel them?", unfortunately

Yuriy,

Have you tried OOB tools that cancel the process instances in Error status? It also deletes the data according the parameters you set here: 

You can find the description of all the settings on our Academy.

This probably will take some time but at least the system will do everything automatically.

Best regards,

Bogdan S.

Bogdan Spasibov,

Thank you, I tried this way. I changed the Allowed time for process instances in the "Error" state (days) setting from 0 to 1. The system started lagging, it canceled the processes with an average speed of 500 processes per hour. Users could not enter the system because of lags, and I too, only from time to time I could enter. It could take 2 weeks to wait until all the processes close, so I asked the Support to solve it. At last, as I see it, they plainly cleaned the Error instances from the Log and the slowness stopped. That's our experience.

I conclude that in our case, this method works for a low number of processes in the Error state.