Hi Akshit,

it is not possible out-of-the-box. However, there are some (paid) marketplace add-ons that enable you to do this.

Another way would be to programmatically add the functionality on your own, but you will need some SMS gateway to send the messages, which will usually cost something.

There is an example in the academy about how to add a custom marketing campaign element for sending SMS here: https://academy.creatio.com/docs/developer/elements_and_components/marketing_campaigns/marketing_campaigns#title-1457-3

BR,

Robert

It is possible to use Web service in your business process to send SMS via a lot of SMS providers

Hi Gokul, 

Here are some examples how you can implement it : 

1. By using direct SQL queries 

https://customerfx.com/article/executing-direct-sql-statements-in-a-pro…

2. By using "Select" class 

https://academy.creatio.com/documents/technic-sdk/7-15/retrieving-infor…

3. By using client side logic (but modifying this code according to your business logic) example below

var esq = Ext.create("Terrasoft.EntitySchemaQuery", { rootSchemaName: "Activity" });

 

esq.addColumn("Account.UsrINN", "AccountINN");

var column = esq.addColumn("ModifiedOn");

column.orderDirection = Terrasoft.OrderDirection.ASC; 

 

esq.rowCount=1; 

 

esq.filters.addItem(esq.createColumnFilterWithParameter(3, "Account.UsrINN", "7730616959")); 

 

esq.getEntityCollection(function (result) {

    if (result.success && result.collection.getCount() > 0) {

        var item = result.collection.getByIndex(0);

        var INN = item.get("AccountINN");

        var modOn = item.get("ModifiedOn");

    }

}, this);

P.S. Please refer the post below about ESQ access rights, that could be also useful for you 

https://community.creatio.com/questions/access-issue-esq

Hi Nageswara, 

Firstly please check the "QueueItem" object and set up checkboxes according to your further events

If you activate this checkbox (on Updating as you need) you will see new field below which was generated automatically. The value of that generated field will be used as trigger for the object process. In your case the override method will be "IsInserted" , where your logic is implemented. 

Here is more information : 

https://academy.creatio.com/docs/developer/back-end_development/entity_…

Best Regards, 

Bogdan L

Bogdan Lesyk,

Thanks for the reply Bogdan,

We did the same thing here, but we are unable to debug the code in VS, We put a break point on method OnInserted() mode but it is not hitting the break point when a QueueItem record  is inserting, but somehow it is inserting in DB.

Can you pls help on this?

Best Regards,

Nageswar

Hello Shivani,

Add the following CSS for this:

#mainHeaderContainer.opened-right-panel #header-command-line-container {
    display: none;
}

When the right panel opens the command-line (what can I do for you?) will disappear. When it closes it will reappear. See https://share.customerfx.com/xQubRjWj

Ryan

Additionally, if you only wanted to do this when the screen resolution is less than 1440px you could add the following: 

@media only screen and (max-width: 1440px) {
    #mainHeaderContainer.opened-right-panel #header-command-line-container {
        display: none;
    }
}

Ryan

Thanks Ryan! This works!

Hello,

The lead management process is called upon clicking the "Qualify" button on the lead page:

The logic of the button is stored on the LeadPageV2 schema:

The onLeadManagementButtonClick method is a part of LeadManagementUtilities and you can also study the implementation of the process call there.

Best regards,

Oscar

Hi Yuriy,

In-built Creatio functionality allows integrating with Telegram and Facebook chats and the procedure is described here (I believe you used this article to integrate with Telegram in your case). You will need to study the implementation of the Telegram integration in the system (server code part, not the Creatio UI part) and check if the API of your site chat allows integrating it with 3rd party services.

Unfrotuantely there are no tutorials on the Academy on this particular topic since this is a server-side development using API services.

As for introducing the new tag - I will ask our community team to add one.

Best regards,

Oscar

Oscar Dylan,

Does this method require Creatio to be on-site? We have it in the cloud currently

Yuriy Konstantinov,

No, the endpoint where you chat logic is stored should be available for the cloud-based apps. If it has no firewalls and can send\receive requests\responses from the Internet then there is no difference if the app is located in the cloud or locally.

Best regards,

Oscar

Dear Allen,

Thank you for your question!

The best way to accomplish the restrictions to add new records to a lookup without development would be to update the Object Permissions.

Navigate to the [Object Permissions], find there the required lookup, and disable the "Create" option for "All employees" (or for a different group if you are using them):

And save. Make sure to "Update the record permissions" in the Action drop-down menu.

The result would be like in the screenshot below:

 Hope this helps!

Thank you, hope you have a great day!

Regards,

Danyil

Danyil Onoprienko,

Thank you for the suggestion! Due to some complex security setup in the system, we are considering using code disable/hide the "NEW" option on the lookup. Is there a way to do this?

Hi Allen Dsouza,

 

This button is displayed if the Lookup has an edit page. If we are talking about a selection card from a lookup, the "getSelectionControlsConfig" method in the "LookupPageViewGenerator" schema is responsible for loading the list of edit pages.

 

There is no instruction, but the "BaseLookupPageV2" schema is responsible for this page \ window, the "Add" button name is: "SeparateModeAddRecordButton", the "ActionsButton" - it's action button. You can replace and customize the visibility of these buttons as you need.

 

P.S. If you have an option to hide it without using code, I'm suggesting you to do it, just by changing "Lookup view" from "Selection window" to "List" and there will be no option to add "New" City/State. (Example attached below)







Best Regards, 



Bogdan L.

Hi Lj, 



Instead of trying to access ReadDataUserTask values, please use Creatio ORM to read data from DB and process result as required.

Find details here:



https://academy.creatio.com/docs/developer/back-end_development/working…



Best Regards, 



Bogdan L.

Hello,

It is ActivityMiniPage of UIv2 package. You need to re-define the insert operation of CancelButton

Regards,

Dean

dean parrett, Thank you very much for your answer! It works as intended.

Cheers from Mexico

Dear Patrice,

Try to follow this guide on how to add a custom object to the timeline

https://academy.creatio.com/documents/technic-sdk/7-13/timeline-tab

Regards,

Dean

Hello Dean,

thanks for the answer.

In my case, i use 7-17 so i went to https://academy.creatio.com/documents/technic-sdk/7-16/introduction-17



So in AccountPageV2's TimelinePageSetting, i changed the original data, from 

          {

            "entityConfigKey": "0ef5bd15-f3d3-4673-8af7-f2e61bc44cf0",

            "entitySchemaName": "Order",

            "referenceColumnName": "Account",

            "masterRecordColumnName": "Id"

          },

to

          {

            "entityConfigKey": "9843b156-452f-463c-8cb6-7e9b3e3d5499",

            "entitySchemaName": "Order",

            "referenceColumnName": "Account",

            "masterRecordColumnName": "Id"

          },



which hold my new TimelineTileSetting Id.

is it not supposed to work like that ?



am i supposed to add a whole new TimelinePageSetting for my AccountPageV2 section like described in documentation ? or can i modify the existing one ?



Regards,

Patrice