2. UsrContact /UsrAccount fields are just attributes of inputBox page. They are not presented in the database.
Please feel free to see the full example below:
define("ActivitySectionV2", ["ConfigurationConstants", "ActivitySectionV2Resources"],
function(ConfigurationConstants, resources){return{// Section schema name.
entitySchemaName:"Activity",
// Section view model methods.
methods:{// Defines if the menu option is enabled.
isCustomActionEnabled: function(){// Attempt to receive the selected record indentifier array
var selectedRows =this.get("SelectedRows");// If the array contains some elements (at least one of the records is selected from the list),// it returns true, otherwise — false.return selectedRows ?(selectedRows.length>0):false;},
openInputBox: function(){this.set("UsrContactCollection", new Terrasoft.Collection());this.set("UsrAccountCollection", new Terrasoft.Collection());this.set("UsrContact", null);this.set("UsrAccount", null);
var controls ={"UsrContact":{
dataValueType: Terrasoft.DataValueType.ENUM,
isRequired:true,
caption: resources.localizableStrings.UsrContactCaption,
value:{
bindTo:"UsrContact"},
customConfig:{
tag:"Contact",
list:{
bindTo:"UsrContactCollection"},
prepareList:{
bindTo:"getCollectionValues"},
loadNextPage:{
bindTo:"loadCollectionNextPage"}}},
"UsrAccount":{
dataValueType: Terrasoft.DataValueType.ENUM,
isRequired:true,
caption: resources.localizableStrings.UsrAccountCaption,
value:{
bindTo:"UsrAccount"},
customConfig:{
tag:"Account",
list:{
bindTo:"UsrAccountCollection"},
prepareList:{
bindTo:"getCollectionValues"},
loadNextPage:{
bindTo:"loadCollectionNextPage"}}}};
Terrasoft.utils.inputBox(resources.localizableStrings.UsrInputBoxCaption,
this.openInputBoxHandler,
[Terrasoft.MessageBoxButtons.OK, Terrasoft.MessageBoxButtons.CANCEL],
this,
controls
);
Terrasoft.each(Terrasoft.MessageBox.controlArray, function(item){
item.control.bind(this);}, this);},
getCollectionValues: function(filter, list, tag){if(Ext.isEmpty(list)){return;}
list.clear();
var esq = Ext.create("Terrasoft.EntitySchemaQuery", {
rootSchemaName: tag,
isPageable:true,
rowCount:20});this.buildCollectionQuery(esq, list, filter, tag);},
loadCollectionNextPage: function(listParams, tag){if(!this.get("CanLoadMore"+ tag)){return;}
var esq = Ext.create("Terrasoft.EntitySchemaQuery", {
rootSchemaName: tag,
isPageable:true,
rowCount:20,
rowsOffset: listParams.listView.collectionItemsCount});this.buildCollectionQuery(esq, listParams.list, listParams.filterValue, tag);},
buildCollectionQuery: function(esq, list, filter, tag){
esq.addMacrosColumn(Terrasoft.QueryMacrosType.PRIMARY_COLUMN, "value");
var orderColumn = esq.addMacrosColumn(Terrasoft.QueryMacrosType.PRIMARY_DISPLAY_COLUMN, "displayValue");
orderColumn.orderDirection= Terrasoft.OrderDirection.ASC;
esq.filters.addItem(esq.createPrimaryDisplayColumnFilterWithParameter(
Terrasoft.ComparisonType.START_WITH, filter, Terrasoft.DataValueType.TEXT));
esq.getEntityCollection(function(response){if(response && response.success){
var preObject ={};
response.collection.each(function(item){
preObject[item.get("value")]= item.values;}, this);
list.loadAll(preObject);this.set("CanLoadMore"+ tag, response.collection.getCount()===20);}}, this);},
openInputBoxHandler: function(returnCode, controlData){if(Terrasoft.MessageBoxButtons.OK.returnCode=== returnCode){
console.log("it works");const activeRowId = controlData.UsrContact.value.value;// Receiving of the selected record identifier array.
var selectedRows =this.get("SelectedRows");// The procession starts if at least one record is selected from the list and the owner is selected // in the lookup.if((selectedRows.length>0)){// Creation of the batch query class instance.
var batchQuery =this.Ext.create("Terrasoft.BatchQuery");// Update of each selected record.
selectedRows.forEach(function(selectedRowId){// Creation of the UpdateQuery class instance with the Activity root schema.
var update =this.Ext.create("Terrasoft.UpdateQuery", {
rootSchemaName:"Activity"});// Applying filter to determine the record for update.
update.enablePrimaryColumnFilter(selectedRowId);// The [Owner] column is populated with the value that equals to// the lookup selected contact id.
update.setParameterValue("Owner", activeRowId, this.Terrasoft.DataValueType.GUID);// Adding a record update query to the batch query.
batchQuery.add(update);}, this);// Batch query to the server.
batchQuery.execute(function(){// Record list update.this.reloadGridData();}, this);}// TODO: your code here}},
// Overriding the base virtual method, returning the section action collection.
getSectionActions: function(){// Calling of the parent method implementation, // returning the initialized section action collection.
var actionMenuItems =this.callParent(arguments);// Adding separator line.
actionMenuItems.addItem(this.getButtonMenuItem({
Type:"Terrasoft.MenuSeparator",
Caption:""}));// Adding a menu option to the section action list.
actionMenuItems.addItem(this.getButtonMenuItem({// Binding the menu option title to the localized schema string."Caption":{ bindTo:"Resources.Strings.SetOwnerCaption"},
// Binding of the action handler method."Click":{ bindTo:"openInputBox"},
// Binding the menu option enable property to the value that returns the isCustomActionEnabled method."Enabled":{ bindTo:"isCustomActionEnabled"},
// Multiselection mode enabling."IsEnabledForSelectedAll":true}));// Returning of the added section action collection.return actionMenuItems;}}};});
As I understood, you want to open a pre-configured page to select a value instead of the lookup page. Please correct me if I am wrong.
I suppose you can just create a new lookup with needed fields. That allows you to use the out-of-the box functionality without additional development. Please see the article on Academy:
Dear Alina, The use case is to get multiple values to be assigned for the records instead of just one. Ex., For the selected records would like to setup the owner and also the due date. So if we are able to open up a page which has a date and owner lookup field. Then using that page, the date and owner can be read and updated into each of the records. Hope it is clear now?
2. UsrContact /UsrAccount fields are just attributes of inputBox page. They are not presented in the database.
Please feel free to see the full example below:
define("ActivitySectionV2", ["ConfigurationConstants", "ActivitySectionV2Resources"],
function(ConfigurationConstants, resources){return{// Section schema name.
entitySchemaName:"Activity",
// Section view model methods.
methods:{// Defines if the menu option is enabled.
isCustomActionEnabled: function(){// Attempt to receive the selected record indentifier array
var selectedRows =this.get("SelectedRows");// If the array contains some elements (at least one of the records is selected from the list),// it returns true, otherwise — false.return selectedRows ?(selectedRows.length>0):false;},
openInputBox: function(){this.set("UsrContactCollection", new Terrasoft.Collection());this.set("UsrAccountCollection", new Terrasoft.Collection());this.set("UsrContact", null);this.set("UsrAccount", null);
var controls ={"UsrContact":{
dataValueType: Terrasoft.DataValueType.ENUM,
isRequired:true,
caption: resources.localizableStrings.UsrContactCaption,
value:{
bindTo:"UsrContact"},
customConfig:{
tag:"Contact",
list:{
bindTo:"UsrContactCollection"},
prepareList:{
bindTo:"getCollectionValues"},
loadNextPage:{
bindTo:"loadCollectionNextPage"}}},
"UsrAccount":{
dataValueType: Terrasoft.DataValueType.ENUM,
isRequired:true,
caption: resources.localizableStrings.UsrAccountCaption,
value:{
bindTo:"UsrAccount"},
customConfig:{
tag:"Account",
list:{
bindTo:"UsrAccountCollection"},
prepareList:{
bindTo:"getCollectionValues"},
loadNextPage:{
bindTo:"loadCollectionNextPage"}}}};
Terrasoft.utils.inputBox(resources.localizableStrings.UsrInputBoxCaption,
this.openInputBoxHandler,
[Terrasoft.MessageBoxButtons.OK, Terrasoft.MessageBoxButtons.CANCEL],
this,
controls
);
Terrasoft.each(Terrasoft.MessageBox.controlArray, function(item){
item.control.bind(this);}, this);},
getCollectionValues: function(filter, list, tag){if(Ext.isEmpty(list)){return;}
list.clear();
var esq = Ext.create("Terrasoft.EntitySchemaQuery", {
rootSchemaName: tag,
isPageable:true,
rowCount:20});this.buildCollectionQuery(esq, list, filter, tag);},
loadCollectionNextPage: function(listParams, tag){if(!this.get("CanLoadMore"+ tag)){return;}
var esq = Ext.create("Terrasoft.EntitySchemaQuery", {
rootSchemaName: tag,
isPageable:true,
rowCount:20,
rowsOffset: listParams.listView.collectionItemsCount});this.buildCollectionQuery(esq, listParams.list, listParams.filterValue, tag);},
buildCollectionQuery: function(esq, list, filter, tag){
esq.addMacrosColumn(Terrasoft.QueryMacrosType.PRIMARY_COLUMN, "value");
var orderColumn = esq.addMacrosColumn(Terrasoft.QueryMacrosType.PRIMARY_DISPLAY_COLUMN, "displayValue");
orderColumn.orderDirection= Terrasoft.OrderDirection.ASC;
esq.filters.addItem(esq.createPrimaryDisplayColumnFilterWithParameter(
Terrasoft.ComparisonType.START_WITH, filter, Terrasoft.DataValueType.TEXT));
esq.getEntityCollection(function(response){if(response && response.success){
var preObject ={};
response.collection.each(function(item){
preObject[item.get("value")]= item.values;}, this);
list.loadAll(preObject);this.set("CanLoadMore"+ tag, response.collection.getCount()===20);}}, this);},
openInputBoxHandler: function(returnCode, controlData){if(Terrasoft.MessageBoxButtons.OK.returnCode=== returnCode){
console.log("it works");const activeRowId = controlData.UsrContact.value.value;// Receiving of the selected record identifier array.
var selectedRows =this.get("SelectedRows");// The procession starts if at least one record is selected from the list and the owner is selected // in the lookup.if((selectedRows.length>0)){// Creation of the batch query class instance.
var batchQuery =this.Ext.create("Terrasoft.BatchQuery");// Update of each selected record.
selectedRows.forEach(function(selectedRowId){// Creation of the UpdateQuery class instance with the Activity root schema.
var update =this.Ext.create("Terrasoft.UpdateQuery", {
rootSchemaName:"Activity"});// Applying filter to determine the record for update.
update.enablePrimaryColumnFilter(selectedRowId);// The [Owner] column is populated with the value that equals to// the lookup selected contact id.
update.setParameterValue("Owner", activeRowId, this.Terrasoft.DataValueType.GUID);// Adding a record update query to the batch query.
batchQuery.add(update);}, this);// Batch query to the server.
batchQuery.execute(function(){// Record list update.this.reloadGridData();}, this);}// TODO: your code here}},
// Overriding the base virtual method, returning the section action collection.
getSectionActions: function(){// Calling of the parent method implementation, // returning the initialized section action collection.
var actionMenuItems =this.callParent(arguments);// Adding separator line.
actionMenuItems.addItem(this.getButtonMenuItem({
Type:"Terrasoft.MenuSeparator",
Caption:""}));// Adding a menu option to the section action list.
actionMenuItems.addItem(this.getButtonMenuItem({// Binding the menu option title to the localized schema string."Caption":{ bindTo:"Resources.Strings.SetOwnerCaption"},
// Binding of the action handler method."Click":{ bindTo:"openInputBox"},
// Binding the menu option enable property to the value that returns the isCustomActionEnabled method."Enabled":{ bindTo:"isCustomActionEnabled"},
// Multiselection mode enabling."IsEnabledForSelectedAll":true}));// Returning of the added section action collection.return actionMenuItems;}}};});
Thank you for the solution. I have a doubt, In select rows, it returns only Id, Is there a way where i can take Name?
isCustomActionEnabled: function() {
// Attempt to receive the selected record indentifier array
var selectedRows = this.get("SelectedRows");
// If the array contains some elements (at least one of the records is selected from the list),
// it returns true, otherwise — false.
return selectedRows ? (selectedRows.length > 0) : false;
},
Please help on this, i tried using ESQ , even though i got record using, i was not able to use it in next code in Section. If it was in Page i would have used Attribute . but, here I am stuck .
There is no such functionality that allows to calculate the user's efficiency. You can use the activities for any days. For example, if a customer center user works with cases, he can set the activity with the completed status where start date and due date is the actual time spent to process this case. I case a user spends 1 hour for a ticket - he sets the 1 hour activity.
Another workaround is to use SysUserSession table to see how much time a user was logged in and use this data in the efficiency estimation. You will be able to see how many days the user was logged in and compare it with the overall business days amount in your targets.
Other than that, the there is no default tool to calculate this data.
To see the column you need in advanced filtration of accounts section you need to have connection between accounts section and you custom section (please double-check if you have this accountId field in your custom object). Secondly if you still doesn't see your custom object - you need to generate source code for all items and compile all items and try building a filter after that. And finally please try using not object name from configurations, but object title (https://prnt.sc/rdqzql) when building your filter.
If it won't help please email us at support@creatio.com and provide us with external access to the application (and also provide us with the link to this applicaiton) with access to data and configurations (and also with the name of your UsrObject) so we could take a look at all settings.
You can simply activate records permissions for "Printable" object and specify read access rights for printables created by system administrators for each printable record separately. Once you activate records rights for printables you will get SysModuleReportRight table created in the database where you need to modify access rights for printables.
As for business processes, we do not recommend changing access rights that are set by default in "Object permissions" section since processes are supposed to be accessed by all system users meaning that all system users can launch processes based on processes start signals. You can use "Operations permissions" section so to manage access level to business processes execution or management (operation permissions with "
CanManageProcessDesign", "CanRunBusinessProcesses" codes) or modify start signals of processes so to prevent processes execution for records that are not supposed to trigger processes.
Seems that there should be a screenshot in your question, but there is none. And I assume that you receive "Selected address cannot be found due to the web mapping service error" error message and it is related to the fact that https://nominatim.openstreetmap.org service that is used in maps cannot find address you've specified (for example because of ZIP/Postal code). Please remove Postal code from your address and check the issue once again. Also please check if your address can be found in https://nominatim.openstreetmap.org.
I have the same problem with the addresses in Brazil, and it works fine when I remove the Zip/Postal code. Is there any setup for that, so that I can keep address with the ZIP/Postal code and prevent the OpenStreeMap service from using it for the search?
Most likely, there is some issue either on the object level or DB level with the externalisation field (since removing it helped). Most likely it was renamed or the compilation didn't go successfully when adding it. To fix the issue you can try doing the following steps: Generate source code for all -> Compile all -> Update DB structure. If these steps won't help please contact the support team at support@creatio.com. The issue would be easier to analyze after seeing the full log as the message in the UI doesn't reflect where exactly the error occurred.
There are different selectors for an editable field and a readonly field. I recommend you to use dev tools in your browser in order to find the correct selector - https://prnt.sc/r3n5qe.
You need to also read lookup object itself so to get lookup record name and use this name instead since when you read lookup field value from some edit page record you will get an ID of this lookup record instead of lookup record name. So simply add one more "Read data" element (called "Read data 2" for example) in your process (right after your existing "Read data 1" element) and read data from the object which represents "PIC" lookup on the edit page of the object you read in your "Read data 1" element. Once done please modify your formula and remove "Read data 1" part from it and "Read data 2" directly from your new "Read data" element and choose "Name" field there. As a result you will get lookup record name instead of ID.
Please read what I've wrote in my previous response once again. You need to read data directly from lookup object. You are currently reading the value from lead edit page and get PIC lookup record ID, but to get PIC lookup record Name you need to also read PIC lookup object itself and get record name from there. You are not doing it in your process and in your formula so that's why you are getting record ID instead of Name in formula result. Please add another Read data element and read data directly from lookup object and use this data in your process.
When I am on the product page and add folders for the filter I am getting the option to set up a filter, move, delete the folder (in filters).
Whereas when I go to the order page and select + option of the product in the order. Then once I click on saved filters (folders) the setup filter option is coming up but nothing can be actioned.
whether this can be done only in the porduct page ?
Product catalog in order page cannot be used to modify filters of the folder (but you are still able to move folder, delete, rename or copy it). As for filters - they can be only set in products section directly, but our R&D didn't have a task to implement the functionality of filter editing in product catalog so currently there is no way to activate this option.
I've left a suggestion to our R&D team to make it possible to modify filters in product catalog when adding product in order. Thank you for reporting this issue to us and helping us to make our application better!
