Hi Heather, 

I usually do this in a script task with an ESQ, however, if you can set a field to flag the records you can do it in a process without coding. You can see this article for some details on how to loop in a process by flagging records: https://customerfx.com/article/how-to-loop-through-records-in-a-process…

The basic idea is:

1. Create a process param that will hold the concatenated value
2. Use a modify data to flag all the records you want to work with
3. Now, read the flagged records
4. Check if you got a record by checking if the Id != Guid.Empty
5. Concatenate the value in the process param
6. Unflag the record by using a modify data to un-set the field
7. Loop back to #3

Make sure the maximum number of repetitions setting for the process is larger than the typical set of data you'd be working with. Anyway, hope this helps. Of course, doing it in code is pretty straight forward as well if you're interested in going that route I'd be happy to help.

Ryan

Ryan Farley,

Thanks for your response. I have been trying to get away from using loop flags because it causes all the records to be marked as "modified", which causes confusion about when the records were actually last modified by a user. Could you give me an example of how you do it with a script task? I have never worked with script tasks before.

Heather,

Here's an example that uses an EntitySchemaQuery to read all accounts with a type of Customer and creates a comma delimited string of the account names. When done, it puts the value in a process parameter named TextParam.

var text = "";
 
var esq = new EntitySchemaQuery(UserConnection.EntitySchemaManager, "Account");
esq.AddColumn("Name");
 
var customerFilter = esq.CreateFilterWithParameters(FilterComparisonType.Equal, "Type.Name", "Customer");
esq.Filters.Add(customerFilter);
 
var accounts = esq.GetEntityCollection(UserConnection);
foreach (var account in accounts)
{
	var name = account.GetTypedColumnValue<string>("Name");
	text += name + ", ";
}
text = text.Trim().TrimEnd(',');
 
Set("TextParam", text);
return true;

Hope this helps get you started.

Ryan

Ryan Farley,

Thanks so much, I was able to get that to work. Do you happen to know how to get the value from a non-Typed column? I'm assuming you have to get the GUID and then do a separate lookup from that table?

Heather,

If I am understanding you correctly, you can do that all in the same query. For example, in the example I posted, let's say you want to get the Account Owner's email address (Owner is a lookup to contact). I would add a column like this:

esq.AddColumn("Owner.Email");

Then, I could read that from the results like this (the dots are replaced with underscores):

var ownerEmail = account.GetTypedColumnValue<string>("Owner_Email");

You can go through many object relationships like this, for example Owner.City.Name, etc.

Ryan

Ryan Farley,

Thank you for all your help so far. I will check out the method you suggest. I got this almost working using a different method and I'm wondering if you can help with the last step. I just need to get the value of the record that I want to filter on in my script. I have tried a number of different syntax but just keep getting errors. I'm tryin gto get the UsrContact, which is a Contact Lookup record, and add that value to my SQL as the "user". I have tried it as a Guid and a string and get different errors depending on what way I do it.

var text = "";

var user = Get<string>("UsrContact");

var sql = "select case when cc.Name is null then ' ' else cc.Name end, "+ 

                 "case when org.Name is null then ' ' else org.Name end, "+ 

                 "case when cc.Phone is null then ' ' else cc.Phone end, "+ 

                 "case when cc.MobilePhone is null then ' ' else cc.MobilePhone end, "+ 

                 "case when freq.Name is null then ' ' else freq.Name end, "+ 

                 "case when rm. UsrLastCPIContact is null then ' ' else rm.UsrLastCPIContact end "+

            "from kwlcustomerMatrix rm "+ 

            "left outer join Contact cc on rm.KwlRCustomerContact1Id=cc.ID "+ 

            "left outer join Account org on rm.KwlCMAccountId=org.ID "+

            "left outer join KwlFrequency freq on rm.KwlExpectedMinFrequencyId=freq.ID "+

            "where rm.KwlROurcontact1Id='"+user+"'";

Actually, that issue was a silly mistake on my part. I got this working. Thank you so much for your help in this. I will post my code in case this is useful for someone else in the future.

var text = "";
Guid user = Get<Guid>("UsrContactGuid");
var sql = "select case when cc.Name is null then ' ' else cc.Name end, "+ 
                 "case when org.Name is null then ' ' else org.Name end, "+ 
                 "case when cc.Phone is null then ' ' else cc.Phone end, "+ 
                 "case when cc.MobilePhone is null then ' ' else cc.MobilePhone end, "+ 
                 "case when freq.Name is null then ' ' else freq.Name end, "+ 
                 "case when rm. UsrLastCPIContact is null then ' ' else convert(varchar, rm.UsrLastCPIContact, 23) end "+ 
            "from kwlcustomerMatrix rm "+ 
            "left outer join Contact cc on rm.KwlRCustomerContact1Id=cc.ID "+ 
            "left outer join Account org on rm.KwlCMAccountId=org.ID "+
            "left outer join KwlFrequency freq on rm.KwlExpectedMinFrequencyId=freq.ID "+
            "where rm.KwlROurcontact1Id='"+user+"'"+
            "ORDER BY CASE WHEN freq.Name = 'Daily' THEN '1'"+
                          "WHEN freq.Name = 'Semi-Weekly' THEN '2'"+
                          "WHEN freq.Name = 'Weekly' THEN '3'"+
                          "WHEN freq.Name = 'Monthly' THEN '4'"+
                          "WHEN freq.Name = 'Quarterly' THEN '5'"+
                          "WHEN freq.Name = 'Semi-Annually' THEN '6'"+
                          "WHEN freq.Name = 'Annually' THEN '7'"+
                          "ELSE freq.Name END ASC";
 
 
var query = new CustomQuery(UserConnection, sql);
using (var db = UserConnection.EnsureDBConnection())
{
    using (var reader = query.ExecuteReader(db))
    {
        while (reader.Read())
        {
 
            text += "<tr><td>"+reader.GetString(0)+"   </td>"+
                        "<td>"+reader.GetString(1)+"   </td>"+
                        "<td>"+reader.GetString(2)+"   </td>"+
                        "<td>"+reader.GetString(3)+"   </td>"+
                        "<td>"+reader.GetString(4)+"   </td>"+
                        "<td>"+reader.GetString(5)+"   </td></tr>";
 
 
 
 
 
        }
    }
}
 
text = text.Trim().TrimEnd(',');
Set("UsrEmailContentTableRows", text);
return true;

Hello,

Please contact Creatio support directly (via email support@creatio.com) to check this issue. It will be easier to help you this way!

Best regards,

Angela

Hello Cricket,

Hope you're doing well.

At the moment the base logic of the application doesn't allow to show you either more or all the records after clicking on the 'Show more' button. I have informed our R&D department about this case so they could consider enhancing the following functionality in the upcoming releases.

Best regards,

Roman

Hi Chris,

Thank you for your message.

We have forwarded your request to the responsible team.

We will get back to you with a solution as soon as we receive their feedback.

Have a good day!

Hi Chris,

Here is the feedback we received:

You need to check the values in the Creatio system settings connected to the Aspose service.

Please use the screenshot below to check whether the Aspose setting values match the respective system settings in Creatio.:

After you apply the changes, we recommend you to log out and log back into Creatio for checking the updates.

Hope this helps, 

Have a good day!

Thanks!  That worked.

Hello Shivani,

Unfortunately, the image is corrupted and cannot be opened. Could you please resend it?

Thank you in advance!
Olga.

Hi Olga,

I am reattaching the same image 

Hello Shivani,

Hope you're doing well.

As for now, there is no such functionality. I have informed our R&D department about this case so they could consider enhancing the following functionality in the upcoming releases.

Thank you for being interested in the Creatio application and for your ideas of further improvements!

Best regards,

Roman

Jasmin Hofstetter,

Unfortunately, we do not have an update on the matter as of now.



Best Regards,

Ivanna.

Hello,

There is no way to add existing contacts on this detail. The logic of application presupposes that the Account will be selected on a Contact page here http://prntscr.com/qn2vzm. After that the contact will appear on the detail on Account page.

If you still need to add the existing contacts on this detail, it will be necessary to create a new detail according to this development guide:

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

Regards,

Dean

If you want to connect one Contact  with several Accounts you should use Job experience detail (probably with some modifications)

Hello Marcin,

You need to mark this system setting as not cached (uncheck this checkbox):

And create a trigger on the database level on the SysAdminUnit table so to check if the Supervisor is logged in then the value for the setting should be modified (something like this):

CREATE TRIGGER [dbo].[SysAdmUnit_SysSettingValueTrigger]
ON [dbo].[SysAdminUnit]
AFTER UPDATE
AS
BEGIN
DECLARE @admin_unit_id as UNIQUEIDENTIFIER;
DECLARE @loggedin as BIT;
SELECT @admin_unit_id = inserted.Id FROM inserted;
SELECT @loggedin = inserted.LoggedIn FROM inserted;
IF @admin_unit_id = '7F3B869F-34F3-4F20-AB4D-7480A5FDF647' AND @loggedin = 'true'
BEGIN
UPDATE SysSettingsValue SET IntegerValue = 111 WHERE SysSettingsId = 'F8520582-8161-4F36-A88D-028D3BDEFBDE'
END
END

where:

7F3B869F-34F3-4F20-AB4D-7480A5FDF647 - is an ID for the Supervisor user in the SysAdminUnit table

111 - value for the IntegerValue column in the SysSettingsValue table

Best regards,

Oscar