Sales Creatio | Community Creatio

marketplace

Sales_Creatio

7.17

'Save printable' process element and "Send email with attachments" from Marketplace

00:29 Mar 09, 2021

Hello colleagues,

I need to generate a FastReport Template, attach to accounts files and after this send it using, also from Marketplace "Send email with attachments"

How can I orchestrate the process to could send this email with the report attached?

Some suggestions

2 comments

Bogdan Spasibov

11:48 Mar 10, 2021

Hello Julio,

Please check this Marketplace add-on. I believe it can cover your business need.

Best regards,

Bogdan S.

Show all comments (1)

approval

section cases approval

Sales_Creatio

7.17

Make Comments Field Required when Approval gets rejected

Sivaranjani S

10:27 Mar 08, 2021

Hello Community,

How to make 'Comments on the approve' field mandatory before rejecting an approval?

4 comments

Shailey

14:09 Mar 09, 2021

can try a business rule on the approval object for status = negative , make comments mandatory. not sure if this will work on the prompt!

Oleg Drobina

13:20 Mar 17, 2021

Hello,

You need to create a replacing view model for PreconfiguredApprovalPage and add a code similar to this one:

attributes:{
				"Comment"...

MoreLess

Korni Manideep Reddy

09:51 May 08, 2023

Hi,

I need same functionality in the freedomUI. What changes need to be done?. I tried with the above code mentioned, but it's not working.

Please...MoreLess

Dmytro Vovchenko

17:07 May 16, 2023

HI,

Unfortunately, currently, you cannot do this on a new UI.

Show all comments (3)

#devlabs

#excelreportbuilder

Sales_Creatio

7.17

Excel Report Builder add-on is not functioning properly

Champi Chandrasiri

14:39 Mar 04, 2021

I am using Creatio marketplace add-on for Excel reports https://marketplace.creatio.com/app/excel-reports-builder-creatio. First I tried it using a trial instance and it was working fine. But in a production instance I am not able to upload templates to the reports.

I have tried removing .jar and...MoreLess

2 comments

Ryan Farley

18:00 Mar 05, 2021

Do you see any errors in the browser console when you attempt to upload a template?

Ryan

Show all comments (1)

detail

sorting

Sales_Creatio

7.16

Enable default sort on detail load and allow users to manual sort

Shivani Lakshman

13:43 Mar 04, 2021

Dear Community,

As per the link : https://community.creatio.com/questions/sort-detail-page-load

we implemented sorting by date time when the detail loads the first time.

Method 1

addGridDataColumns: function(esq) {
	this.callParent(arguments);
 
	// add sorting column
	var...

MoreLess

7 comments

Oleg Drobina

14:24 Mar 04, 2021

Hello Shivani,

It happens since the sorting state for detail is saved in the SysProfileData table and each time a user opens a detail the correspondent...MoreLess

Shivani Lakshman

14:37 Mar 04, 2021

Oscar Dylan,

Thank you for your response, Oscar!

M Shrikanth

15:03 Mar 04, 2021

Oscar Dylan,

Hi Oscar. Is there a way to disable this 'Sort order memory' either at a detail level or user level or application level? What...MoreLess

Oleg Drobina

15:09 Mar 04, 2021

M Shrikanth,

Hello,

In this case you will need to study the BaseDataView and check a particular place in the schema where UserProfil...MoreLess

M Shrikanth

15:21 Mar 04, 2021

Oscar Dylan,

I understand Oscar. It would be laborious to identify all such details and override sending of the UserProfile request. ...MoreLess

Oleg Drobina

15:23 Mar 04, 2021

M Shrikanth,

No there is no such a toggle or a setting or a feature. This is all the logic in the BaseDataView that needs to be overridden...MoreLess

M Shrikanth

16:20 Mar 04, 2021

Oscar Dylan,

Thanks Oscar. Appreciate your input.

Show all comments (6)

Sales_Creatio

7.17

Date format in email template

Vincent Tahon

13:31 Mar 01, 2021

Dear,

In the section, I have a DateTime field.

In the email template I want to display the Date only, so no timestamp.

Email template: https://prnt.sc/10aa38n

Result: https://prnt.sc/10aa4ux

In the Academy I found following article which describes how to add a fixed text as a macro, but not how I can format an existing field.

https://academy.creatio.com/docs/developer/front-end_development/creati…

Any idea how this can be fixed?

Kind regards,

Vincent

1 comments

Bogdan Spasibov

12:14 Mar 04, 2021

Hello Vincent,

I did a research but it seems that there is no easy way to complete your business task. I've registered the request for the...MoreLess

Show all comments

listpage

removeComma

Sections

Sales_Creatio

7.16

How to remove comma for integer field in section list page?

Shivani Lakshman

13:17 Feb 24, 2021

Dear community,

Using "useThousandSeparator": false we can remove comma in section edit page or detail edit page. How do we do it in Section list Page?

Thanks

4 comments

Bogdan Spasibov

15:57 Feb 26, 2021

Hello Shivani,

You can change the column format in prepareResponseCollectionItem method.

Here is a sample:

define("SomeSection", [], function...

MoreLess

Ryan Farley

19:06 Feb 26, 2021

Bogdan Spasibov,

That is fantastic Bogdan. Thanks for sharing this!

Ryan

Heather Mahley

19:27 May 14, 2021

This works for the section - is there a code for a detail on the contact page? I need to remove the comma from the year field here

Bogdan Lesyk

11:52 May 17, 2021

Hi Heather,

Please refer this post where this question was explained.

https://community.creatio.com/questions/special-character

Th...MoreLess

Show all comments (3)

account

Lead

Sales_Creatio

7.17

Lead to existing account

LÉZORAY Nicolas

18:11 Feb 22, 2021

Dear,

Where we qualify a Lead and the account allready exists, the contact of the lead is not linked to the account.

How could i correct this ?

Thank you

Nicolas

2 comments

Dean Parrett

12:21 Feb 23, 2021

Dear Nikolas,

Your question is a bit unclear. If you are asking if it is possible to create the opportunity if the account has no linked contact...MoreLess

Show all comments (1)

Sales_Creatio

7.17

TimelineTileSetting

Patrice-ABPost

17:36 Feb 18, 2021

Dear community,

after reading about the timeline tab (https://academy.creatio.com/documents/technic-sdk/7-16/introduction-17), i tried to add some fields in various TimelineTileSetting objects, for example in the Activity tile, here is the Data :

{

"entitySchemaName": "Activity"...MoreLess

2 comments

Oleg Drobina

19:07 Feb 18, 2021

Hello Patrice,

The problem here is that the ActivityTimelineItemView doesn't know anything about the "Author" column and there i...MoreLess

Show all comments (1)

Sales_Creatio

7.17

Can't see Website events in Lead

Julius

13:37 Feb 11, 2021

I can't see any Website events on the lead page.

I just get the message "Data loading is in progress. This may take a few seconds."

https://prnt.sc/z36psq

https://prnt.sc/z34r5w

It seems I get some errors in my console when I open the Website events tab on the Lead page.

Method: POST 
https://chessit.creatio.com/0/rest/TrackingReportService/GetLeadFeed
Error 400 Bad request

I created the Lead via Landing page and my Website events should be set up correctly.

2 comments

Best reply

Danyil Onoprienko

12:07 Feb 12, 2021

Dear Julius,

Thank you for your patience and for contacting us at support@creatio.com.

As we have discussed in our email thread the new ...MoreLess

Show all comments (1)

prefix

field

Sales_Creatio

7.17

Error while saving object

LÉZORAY Nicolas

15:31 Feb 02, 2021

Dear,

I want to add a calculated fieldto my OpportunityProductInterest object.

i add it with the Usr prefix (UsrMarge) , but when i save the object, the system return me the following error:

Unable to save structure. Name: OpportunityProductInterest. 
Label: Product of the opportunity. 
Error:...

MoreLess

1 comments