Hello,

 

I'm trying to deploy one dashboard from my local environment to a cloud one.

I just built a very simple dashboard to test the process and added the following data binding record to the package:

 

Object: Dashboard (which is over table SysDashboard)

Filters: Section that is equal to Dashboards AND Title starts with 'Something'.

Key: Title and Section

No Forced update, since installatation type is Installation

 

Checking the bound data, this is only returning one record, which is what I want: the new Dashboard I have created.

 

I used this composite key since the Section Id is the same in both environments and I can't just use Id, as I plan to update a few existing Dashboards later, and their Id is different on both environments.

 

When importing the exported Package, it error with the following details:

2020-04-28 17:38:12,098 Installing data
2020-04-28 17:38:13,348 Error occurred while installing data "SysDashboard" in package "Base". UId 37e19c02-7e20-426f-af6b-7d6e84d3dcd4: Column Caption value cannot be obtained because it has not been loaded.
2020-04-28 17:38:13,364 Terrasoft.Common.InvalidObjectStateException: Column Caption value cannot be obtained because it has not been loaded.
   at Terrasoft.Core.Entities.EntityColumnValue.get_Value()
   at Terrasoft.Core.Entities.Entity.GetColumnValue(String valueName)
   at Terrasoft.Core.Packages.PackageInstallUtilities.GetSaveDataConditions(EntitySchema schema, PackageSchemaDataDescriptor dataDescriptor, Entity dataPackageEntity)
   at Terrasoft.Core.Packages.PackageInstallUtilities.SaveData(PackageSchemaDataDescriptor dataDescriptor, Stream dataStream, Func`5 prepareData, IDictionary`2 schemaLocalizableData, Boolean isAppInstalling)
   at Terrasoft.Core.Packages.PackageInstallUtilities.InstallSchemaData(PackageSchemaDataDescriptor dataDescriptor, Stream dataStream, Dictionary`2 schemaLocalizableData, Boolean isAppInstalling)
   at Terrasoft.Core.Packages.PackageInstallUtilities.InstallPackageSchemaData(PackageSchemaDataDescriptor dataDescriptor, Stream dataStream, Dictionary`2 schemaLocalizableData, Boolean isAppInstalling)
   at Terrasoft.Core.Packages.PackageInstallUtilities.InstallPackageSchemaData(IEnumerable`1 elements, IPackageContentProvider contentProvider, Boolean continueIfError, Boolean isAppInstalling)
2020-04-28 17:38:13,364 Error occured while performing operation on "SysDashboard" item, UId = 37e19c02-7e20-426f-af6b-7d6e84d3dcd4.
2020-04-28 17:38:13,364 Terrasoft.Common.InvalidObjectStateException: Column Caption value cannot be obtained because it has not been loaded.
   at Terrasoft.Core.Entities.EntityColumnValue.get_Value()
   at Terrasoft.Core.Entities.Entity.GetColumnValue(String valueName)
   at Terrasoft.Core.Packages.PackageInstallUtilities.GetSaveDataConditions(EntitySchema schema, PackageSchemaDataDescriptor dataDescriptor, Entity dataPackageEntity)
   at Terrasoft.Core.Packages.PackageInstallUtilities.SaveData(PackageSchemaDataDescriptor dataDescriptor, Stream dataStream, Func`5 prepareData, IDictionary`2 schemaLocalizableData, Boolean isAppInstalling)
   at Terrasoft.Core.Packages.PackageInstallUtilities.InstallSchemaData(PackageSchemaDataDescriptor dataDescriptor, Stream dataStream, Dictionary`2 schemaLocalizableData, Boolean isAppInstalling)
   at Terrasoft.Core.Packages.PackageInstallUtilities.InstallPackageSchemaData(PackageSchemaDataDescriptor dataDescriptor, Stream dataStream, Dictionary`2 schemaLocalizableData, Boolean isAppInstalling)
   at Terrasoft.Core.Packages.PackageInstallUtilities.InstallPackageSchemaData(IEnumerable`1 elements, IPackageContentProvider contentProvider, Boolean continueIfError, Boolean isAppInstalling)
2020-04-28 17:38:13,426 Compiling configuration dll
2020-04-28 17:42:46,874 When application installed, an error(s) occured

 

Does anyone know how to fix this issue or have an alternative way of deploying dashboards from one environment to another?

 

Thanks,

Artur

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Hi Artur,



    The dashboard's data is stored in the SysDashboards for dashboards on analytics, 

and SysWidgetDashboard for dashboards in the section pages.

    You can transfer this data using data bindings or on the DB level (merge for existing on the target instance and insert for nonexisting).

    Data for folders, filters, and column setup is stored in the SysProfileData. You can transfer it similarly to the dashboard's data. 



    In case if you need more information on adding data bindings for the package, please see the article below: 

https://academy.bpmonline.com/documents/technic-sdkmp/7-13/binding-data-package 



Thank you!

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Dear mates,

I used to access object source code from advanced settings but since few weeks i can just open a window with readonly feature:

 

i can still access by the page designer but it is a longuer way to made development.

Does anyone know why i can not reach the source code from the advanced settings ?

thank you,

Nicolas

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Best reply

Hello Nicolas,

 

There was no possibility to edit the source code of the object ever in the Creatio app using the object "Source code" option. The window with the source code is always opened in the read-only mode. The only thing that you can edit and save is the content of the "Modification package" tab of the object metadata.

 

Best regards,

Oscar

Hello Nicolas,

 

There was no possibility to edit the source code of the object ever in the Creatio app using the object "Source code" option. The window with the source code is always opened in the read-only mode. The only thing that you can edit and save is the content of the "Modification package" tab of the object metadata.

 

Best regards,

Oscar

Oscar Dylan,



Hello Oscar,

 

I apologize for disturbing you.

I was trying to access the orderpage by the order object... mistake.

Novice i am.

 

 

Have a nice day and thank you again

Best regards,

 

Nicolas

 


 

 

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We are getting the following error message when trying to use the plugin: 

The server encountered an error processing the request. The exception message is 'Owner field must be filled in'. See server logs for more details. The exception stack trace is:

at Terrasoft.Configuration.FileImport.FileImporter.ValidateColumnsMapping(ImportParameters parameters) at Terrasoft.Configuration.FileImport.FileImporter.Import(ImportParameters parameters) at Terrasoft.Configuration.WebFormHandler.HandleForm(FormData formData) at Terrasoft.Configuration.GeneratedWebFormService.GeneratedObjectWebFormService.SaveWebFormObjectData(FormData formData) at SyncInvokeSaveWebFormObjectData(Object , Object[] , Object[] ) at System.ServiceModel.Dispatcher.SyncMethodInvoker.Invoke(Object instance, Object[] inputs, Object[]& outputs) at System.ServiceModel.Dispatcher.DispatchOperationRuntime.InvokeBegin(MessageRpc& rpc) at System.ServiceModel.Dispatcher.ImmutableDispatchRuntime.ProcessMessage5(MessageRpc& rpc) at System.ServiceModel.Dispatcher.ImmutableDispatchRuntime.ProcessMessage11(MessageRpc& rpc) at System.ServiceModel.Dispatcher.MessageRpc.Process(Boolean isOperationContextSet)

[raw] => HTTP/1.1 400 Bad Request Cache-Control: private Content-Type: text/html Server: Microsoft-IIS/8.5 Set-Cookie: BPMSESSIONID=mqd0tpbejjhecrk5m5pz4fwy; path=/0; secure; HttpOnly Access-Control-Allow-Origin: * X-AspNet-Version: 4.0.30319 X-Powered-By: ASP.NET X-Frame-Options: SAMEORIGIN X-Content-Type-Options: nosniff Date: Mon, 20 Apr 2020 19:31:38 GMT Connection: close Content-Length: 2724
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Hi Teesha,



Could you please describe the steps to reproduce the issue?



Thank you.

Hi Bohdan Zdor,

 

I used these steps to set it up: http://agiliztech.com/2019/07/23/creatio-wordpress-landing-page-integration/ 

 

When I run a test, I receive the error above. 

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We have a PowerBI report connecting to Creatio through OData, with a data source refresh every day at 7am MST. Every single day, it fails with this message.

---------------------------------------------------------------------------------------------------------------

Failure details: The last refresh attempt failed because of an internal service error. This is usually a transient issue. If you try again later and still see this message, contact support.

{"error":{"code":"ModelRefresh_ShortMessage_ProcessingError","pbi.error":{"code":"ModelRefresh_ShortMessage_ProcessingError","parameters":{},"details":[{"code":"Message","detail":{"type":1,"value":"OData: Request failed: The maximum number of redirections allowed was reached. (Found)"}}],"exceptionCulprit":1}}} Table: KwlBusinessLineCollection.

Then our Administrator goes into PowerBI and resubmits the refresh manually, and it works.

----------------------------------------------------------------------------------------------------------------

Has anyone encountered this or know the cause?

Thanks,

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4 comments

Dear Heather, 

Please make sure that the flag LogSessionForSessionLessRequest is set to false in web.config in the root folder in installation files of your site. 

Dennis Hudson,

Is that something I have access to through the development console?

Heather,

 

If you have an on-site application you can find the web config file in the installation files. If you have a cloud application, you can request this information from the support team (support@creatio.com).

Heather,

 Did you manage to connect using Odata?

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Hi community, 

Is there any way to have lead stages sorted same way as they are in the web page ? I want them to be sorted same way as they show up in lead web page. 

Thank you

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3 comments

Sanae ADRAR,

You can include the stage number in the displayed columns and click on stage number column to sort it

KrishnaPrasad,

Okay found it. Thank you !!!

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Dear Mates,

 

I just wanted to check, How to create HTML pages in Creatio Interface ?

 

Thanks.

 

 

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Hello Nageswara,

 

Creatio platform doesn't allow to create HTML pages inside of it, however if you want to add the website reference into the Creatio app you can either use the "Website" dashboard (described here) or imbed your website using IFrames (described here).

 

Best regards,

Oscar

Oscar

 

Thank you.

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Dear mates,

Since the Creatio version update, i've an opportunity process which does not open the order pageanymore.

When an opportunity is closed won, it launch a process which create a new order and must open it.

i can not find why the order is not open by the process. the order is well created with all the informations requested, but the order page is not opened

 

when i look into the Process log, everything is ok :

Does anybody have a suggestion to resolve this issue ?

Thank you,

Nicolas

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Best reply

LÉZORAY Nicolas,

Remove checkBox from "Run following elements in the background" on your start 

Well the process created me an activity name "Open Order", but it did not open the order.

How can i directly open the order with the process ?

LÉZORAY Nicolas,

Remove checkBox from "Run following elements in the background" on your start 

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Hello,

I have added a number column to the OpportunityFile object, and I have two separate File details for uploading to the same Opportunity. I would like each detail so set my new column to a different value (numbers 1 or 2). How can this be achieved?

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Hello Jordan,

 

There should be two different schemas for these two details that are using the same object. To achieve your task you need to add this method two both your details schemas:

 

methods: {

            save: function() {

                this.callParent(arguments);

                this.setInteger();

            },

            setInteger: function() {

            this.set("UsrInteger1", 2);

            }

        },

 

and replace UsrInteger1 with the name of your integer column from the object and specify the value of 1 or 2 in this part

 

this.set("UsrInteger1", 2);

 

for each detail schema separately. As a result, each time you add the file to each detail your integer column will be populated with the correct integer value.

 

Best regards,

Oscar

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How to create duplication rules for custom object

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The following article on Academy describes how to add a new duplication rule:

https://academy.creatio.com/documents/base/7-15/duplicate-search-rules

 

The duplication rule is created for a custom section as well. Just make sure that  the [Indexing for full-text search] checkbox is selected in sections properties - https://i.imgur.com/9fgFFAQ.png

Alina Kazmirchuk,

Hi,

I want to create duplicate rules for a custom object that is not a section. For example, I have a detail on the project section for participating schools, I want the records there to be unique, meaning, accountID+projectId should be unique.

How can I acheive that?

Thanks!

Hi Chani,

 

Were you able to create duplicate search rule for details?

 

Thank you

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Hello, 

Is there any way to record voice note in contact section ? Instead of writing a note, my client needs to record his notes. 

Thank you

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7 comments

Hello Sanae, 

 

There are no basic tools and features to realize your business task on a clean install of a standard Creatio product. It can be done only by means of development and customization, but unfortunately, we do not have any examples of its implementation.

 

Kind regards, 

Olga. 

Olga Avis,

Thank you for your reply. Have a nice day.

Sanae ADRAR,

 

If your client uses chrome only (no mobile app), I suggest that you find a voice recorder/transcriber extension that allows you to put the transcripted text in the [Note] text area.

 

Thank you

Mohamed

Mohamed Ouederni,

Thank you Mohamed!! I see that we can use it only with chrome. my client uses IE and the mobile but I will try it anyway. 

Thank you again.

Sanae ADRAR,

Hello, did you find a solution for mobile app?

Mykhailo Kniaziev,

 

There is no such functionality yet, but I will assign your case to this project to increase its priority.  

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