Sales Creatio | Community Creatio

Open call page after a call

12:07 May 29, 2020

Dear mates,

I would like to modifiy our timelines on differents pages.

I try to follow the guide: https://academy.creatio.com/documents/technic-sdk/7-13/timeline-tab

But i can not access the database to do the modifications.

How can we have an access to the database ?

Thanks,

Nicolas

1 comments

Olga Avis

13:06 May 29, 2020

Hello Nicolas,

This method is only good for the development environments deployed on-site. Since the modifications are implemented directly in the database, they are not bound to any package. That is why the modifications will not be implemented in the database if the package with the view models and the tile view models is installed into another application. For the correct transfer of the developed functions, you need to bind the SQL-scripts that implement the corresponding modifications in the database when installing the package.

Best regards,

Olga.

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7.15

Sales_Creatio

16:58 May 27, 2020

Dear mates,

Is it possible to open the page call after a call ?

Thanks,

Nicolas

21 comments

18:52 May 27, 2020

Hello Nicolas,

Yes, this is possible and the sequence is as follows:

1) Execute this SQL query in the database of the app:

update Sysmodule set IsSystem = 0 where Code = 'Call'

2) Once done refresh the page and go to the business process designer and create a business process with the start signal that is triggered upon record modification in the "Call" object and expects changes in the "End date" field (since once the call is completed the "End date" field is filled in). Also there should be a filter that the "End date" is filled in and the "Modified by" field value is set as the "Current contact" (so to avoid collisions in process start for different users) http://prntscr.com/ssevy1.

3) Add an "Open edit page" process element that will open the completed call and fill in the following parameters like on the screenshot https://prnt.sc/sov1co (Record id is a unique identifier of the record from the start signal process element).

As a result when the process is saved each time a call is completed you will see the edit page of this call that is opened via a process and the business task is achieved.

Best regards,

Oscar

Ryan Farley

19:30 May 27, 2020

Oscar Dylan,

Oscar, can I ask what the IsSystem column in SysModule indicates? I assume that objects marked as IsSystem=1 don't emit object add/edit/delete event signals, is this correct? Does changing the value for IsSystem impact anything else?

Thanks,

Ryan

20:11 May 27, 2020

Ryan Farley,

If this column value is set as 1 then the object of this module cannot be displayed in the "Open edit page" process element and yes, you are correct, system objects cannot trigger signals of the process (like SysAdminUnit object that is also a system object).

It is not recommended to update this column value (IsSystem), but in our particular case everything works correctly after that (tested locally). It is also better to firstly update the column in some dev-app and check if other functionality related to the module we've updated works correctly and only then apply the same changes to prod.

Best regards,

Oscar

Ryan Farley

20:20 May 27, 2020

Oscar Dylan,

Oscar, thanks for the useful info. Very appreciated.

Ryan

20:52 May 27, 2020

Hello Oscar I did it, but for some reason the edit page doesn't opens, please see at http://prntscr.com/sox1c2, http://prntscr.com/sox1qo and http://prntscr.com/sox294, whats wrong?

21:06 May 27, 2020

Julio.Falcon_Nodos,

Hello Julio,

And can you please send the screenshot of the start signal process element?

Best regards,

Oscar

21:35 May 27, 2020

Hello Oscar, sure it's on http://prntscr.com/soxqdl, also I change the value of isSystem, you can check it on http://prntscr.com/soxrdl

21:48 May 27, 2020

Julio.Falcon_Nodos,

Thank you for the screenshots! Is this a local installation? Do you have a page displayed in the CTI panel in the "Business process tasks" tab https://prnt.sc/soxyxz?

Best regards,

Oscar

22:26 May 27, 2020

Oscar Dylan,

Yes, we have integrated Webitel Call Manager, if not the process must no start, and the process stays running on the edit page, but on open it

22:37 May 27, 2020

Julio.Falcon_Nodos,

And as for the CTI panel? Do you have the edit page schema displayed there? Can you click on it and open the edit page?

Best regards,

Oscar

13:01 May 28, 2020

Hello Oscar,

Thank you for answer, unfortunatly, i follow your instructions but the process is not launch

i did the SQL:

https://prnt.sc/spbs1x

Here's my process:

https://prnt.sc/spbbt0

https://prnt.sc/spbcxm

In the process log i have no record:

https://prnt.sc/spbdw7

Any idea ?

16:30 May 28, 2020

Oscar Dylan,

Hi Oscar, I don't understand you, I don't know how to edit the CTI Panel? I can edit Sections, but don't know how to do what you are asking me, please could you indicate how to did it?

Daria Zigulya

11:36 May 29, 2020

LÉZORAY Nicolas,

please make sure that telephony works, and that after the call end the End date is filled in after call ends.

Daria Zigulya

15:39 May 29, 2020

Julio.Falcon_Nodos,

does the record appear at the CTI panel (https://prnt.sc/soxyxz) after the Business process start?

15:40 May 29, 2020

Daria Zigulya,

Thanks Nicolas, calls works, and I click on end button at the end. In fact the process task to must open the edit page stays running, but not open the edit page

16:51 May 29, 2020

Julio.Falcon_Nodos,

Can you please email us at support@creatio.com and provide us with the link to the app where the telephony is configured and the link to the process so we could check it on our end. The simple process created on our side works perfectly with Webitel and probably the problem is with the telephony provider, but we need to check it on the environment where the issue occurs.

Thank you in advance!

Best regards,

Oscar

17:14 May 29, 2020

Daria Zigulya,

Hello Daria, yes it appear, see at

http://prntscr.com/sq48to, but no open the call edit page, why?

17:16 May 29, 2020

Oscar Dylan,

Oscar we are using Webitel Call Manager, I will sent an email to support later, but it's the same site we have reported another details the last days where we are preparing a Webinar with Kate. Thanks

02:35 May 30, 2020

Julio.Falcon_Nodos,

Hi All, as Oscar ask to me, I create a ticket on support, thanks. As soon as I have solved the problem I could share here what0s wrong and how to solve.

17:47 Jun 01, 2020

Hello all, my problem, regarding not open the Call Edit page was due I have marked "Run Following elements in the background", due this the Edit page open, but in the background and I don't see it... To enable to see the page, I must uncheck this option, see at http://prntscr.com/srr3ng

Detail summaries for Creatio add-on question

11:11 Jun 02, 2020

Hello Oscar,

It works ! the call page open after a call !

thank you !!

Nicolas

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Detail_summaries

marketplace

Detail_summaries_for_Creatio

7.16

Sales_Creatio

19:19 May 21, 2020

Hello Creatio lovers :-)

I have defined to test two products with their price in different currencies (USD and CLP, represented in Chile as (USD as USD and CLP as $)

When I did an Opportunity, using products with prices in the defined currencies "Detail summaries for Creatio add-on" sums USD with CLP totals as the same rate, how can I solve it?

Please see at http://prntscr.com/sl6l5m

Have I way to solve this?, "Detail summaries" offers just Total/Sum, see at http://prntscr.com/sl6ms2 and have not what in Marketplace offers, selecting base currency, for example, how can I activate this? Please see at https://marketplace.creatio.com/sites/marketplace/files/maketplace/sc2_detail_sum.png

Also, Creatio calculates wrong the Opportunity Total, how can we correct this? Please see at http://prntscr.com/sl6umo

Thanks in advance

3 comments

Irina Lazorenko

19:41 May 26, 2020

Hello Julio,

you need to customize a multi-currency field for the Total column in the 'Opportunity product' detail. A multi-currency field will allow you to use detail summaries in a similar way as for Orders.

Issue in Excel reports Setup

18:45 May 28, 2020

Hello Irina, thanks, but I have no a "multi-currency field" on my opportunity detail, could you, please, explain me with more details as we can solve this?

S.Kobizka

18:02 May 29, 2020

Hello Julio,

To set up the multi-currency field, use the following Development Guide instruction: https://academy.creatio.com/documents/technic-sdk/7-16/how-add-multi-currency-field.

Hope it helps.

Have a good forthcoming weekend!

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7.15

Sales_Creatio

build/compile error

kumar

01:31 May 16, 2020

I am getting this on 7.15.2 when I try to compile after updating the package.

I have .net 4.8 installed on that iis server.

2020-05-15 16:16:08,286 [220] ERROR IIS APPPOOL\test-bpm.tmf.org Build BuildInternal - An error occured while running dotnet cli

System.ComponentModel.Win32Exception (0x80004005): The system cannot find the file specified

at System.Diagnostics.Process.StartWithCreateProcess(ProcessStartInfo startInfo)

at Terrasoft.Core.Compilation.ProjectBuilder.BuildInternal(String projectFilePath, String tempPath, BuildCommandParameters parameters)

1 comments

Angela Reyes

15:32 May 16, 2020

Hi,

This issue occurs when .NET Core SDK 2.2.300 is not installed on the server. After it is installed restore the server and try to compile site again. Make sure that all components are installed before installing Creatio: https://academy.creatio.com/documents/administration/7-15/installing-creatio#XREF_45275_bpm_online_on_site

Best regards,

Angela

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Issue_in_Excel_reports_Setup

7.15

Sales_Creatio

jitendra

10:06 May 15, 2020

Hi,

I am getting an issue while setup an excel report add on in development instance.

I installed the package from the market place. The package URL is as follows:

Package URL : https://marketplace.creatio.com/app/excel-reports-builder-creatio

I am following all steps mentioned in the reference document as given below.

But the added Section is not displaying in the workstation.

Please help to fix this issue.

3 comments

Irina Lazorenko

11:10 May 21, 2020

Hi,

first, logout and login to the application again. If the issue persists, try to add first any basic section to the workplace and after that the 'Excel reports' section.

julian hatteea

18:09 Oct 28, 2020

Same issue - did you get this resolved?

Svetlana Kobizka

16:59 Oct 29, 2020

Hi Julian,

Unfortunately, we couldn't reproduce the issue on the base product to submit it to the responsible team. Please provide any additional details to reproduce this issue.

Note that after successful add-on installation you need to logout and login to the Creatio again. It helps to apply all changes from the package.

Thank you.

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dashboard

PeriodFilter

7.15

Sales_Creatio

Add extra values in Period Filter

sushma

17:35 May 12, 2020

Hi ,

I need help in changing Period Filter in Invoice Section and add Current Quarter ,Current Year in the dropdown.

Thank you.

File attachments

Filter Dropdown.PNG

3 comments

Best reply

Norton Lingard

16:28 May 16, 2020

Dear Sushma,

In order to implement the required functionality please do the following:

1. Add a module that would be exactly the same as FixedFilterViewV2 (copy all the code except the name in define, localizable strings and images), e.g. UsrFixedFilterViewV2 https://prnt.sc/shwown .

2. In this module, modify the “getPeriodFixedButtonsViewConfig” function by adding the following code https://prnt.sc/shwpwh :

                   // new menu items

                   {

                   className: "Terrasoft.MenuItem",

                   caption: usrResources.localizableStrings.CurrentQuarter,

                   click: {bindTo: "setPeriod"},

                   tag: filterName + "_CurrentQuarter"

               }, {

                   className: "Terrasoft.MenuItem",

                   caption: usrResources.localizableStrings.CurrentYear,

                   click: {bindTo: "setPeriod"},

                   tag: filterName + "_CurrentYear"

               }]

3. Add a module that would be exactly the same as FixedFilterViewModelV2 (copy all the code except the name in define, localizable strings and images), e.g. UsrFixedFilterViewModelV2 https://prnt.sc/shwtvn .

4. In this module, modify the “setPeriod” function by adding the following code https://prnt.sc/shwumk :

               case "CurrentQuarter":

                   startDate = Terrasoft.startOfQuarter(startDate);

                   dueDate = Terrasoft.endOfQuarter(startDate);

                   break;

               case "CurrentYear":

                   startDate = Terrasoft.startOfYear(startDate);

                   dueDate = Terrasoft.endOfYear(startDate);

                   break;

5. Create a new module to override QuickFilterModuleV2 https://prnt.sc/shwwcg :

define("UsrQuickFilterModuleV2", ["QuickFilterModuleV2"], function() {

Ext.define("Terrasoft.UsrQuickFilterModuleV2", {

override: "Terrasoft.QuickFilterModule",

getDefaultModuleConfig: function() {

return {

FixedFilters: {

viewConfigModuleName: "UsrFixedFilterViewV2",

viewModelConfigModuleName: "UsrFixedFilterViewModelV2",

configPropertyName: "fixedFilterConfig"

CustomFilters: {

viewConfigModuleName: "CustomFilterViewV2",

viewModelConfigModuleName: "CustomFilterViewModelV2",

configPropertyName: "customFilterConfig"

FolderFilters: {

viewConfigModuleName: "FolderFilterViewV2",

viewModelConfigModuleName: "FolderFilterViewModelV2",

configPropertyName: "folderFilterConfig"

TagFilters: {

viewConfigModuleName: "TagFilterViewGeneratorV2",

viewModelConfigModuleName: "TagFilterViewModelGeneratorV2",

configPropertyName: "tagFilterConfig"

}

};

}

});

}

);

6. Add a dependency in the “InvoiceSectionV2” schema to the overridden “UsrQuickFilterModuleV2” module https://prnt.sc/shwzto :

define("InvoiceSectionV2", ["UsrQuickFilterModuleV2"], function(){

return {

"entitySchemaName": "Invoice"

};

});

Best regards,

Norton

Norton Lingard

16:28 May 16, 2020

Dear Sushma,

In order to implement the required functionality please do the following:

1. Add a module that would be exactly the same as FixedFilterViewV2 (copy all the code except the name in define, localizable strings and images), e.g. UsrFixedFilterViewV2 https://prnt.sc/shwown .

2. In this module, modify the “getPeriodFixedButtonsViewConfig” function by adding the following code https://prnt.sc/shwpwh :

4. In this module, modify the “setPeriod” function by adding the following code https://prnt.sc/shwumk :

5. Create a new module to override QuickFilterModuleV2 https://prnt.sc/shwwcg :

define("UsrQuickFilterModuleV2", ["QuickFilterModuleV2"], function() {

Ext.define("Terrasoft.UsrQuickFilterModuleV2", {

override: "Terrasoft.QuickFilterModule",

getDefaultModuleConfig: function() {

return {

FixedFilters: {

viewConfigModuleName: "UsrFixedFilterViewV2",

viewModelConfigModuleName: "UsrFixedFilterViewModelV2",

configPropertyName: "fixedFilterConfig"

CustomFilters: {

viewConfigModuleName: "CustomFilterViewV2",

viewModelConfigModuleName: "CustomFilterViewModelV2",

configPropertyName: "customFilterConfig"

FolderFilters: {

viewConfigModuleName: "FolderFilterViewV2",

viewModelConfigModuleName: "FolderFilterViewModelV2",

configPropertyName: "folderFilterConfig"

TagFilters: {

viewConfigModuleName: "TagFilterViewGeneratorV2",

viewModelConfigModuleName: "TagFilterViewModelGeneratorV2",

configPropertyName: "tagFilterConfig"

}

};

}

});

}

);

6. Add a dependency in the “InvoiceSectionV2” schema to the overridden “UsrQuickFilterModuleV2” module https://prnt.sc/shwzto :

define("InvoiceSectionV2", ["UsrQuickFilterModuleV2"], function(){

return {

"entitySchemaName": "Invoice"

};

});

Best regards,

Norton

sushma

11:27 May 18, 2020

Norton Lingard,

Thank you for detail steps along with Screenshots.

Harry

21:16 May 17, 2022

Hi guys, would this also work for filtering on dashboards? So would be a solution for custom fiscal year periods?

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Business Process

7.15

Sales_Creatio

Cannot get column value in business process

Thanh Tri

11:35 May 11, 2020

Terrasoft.Common.InvalidObjectStateException: Column FxdChatRefId value cannot be obtained because it has not been loaded.

at Terrasoft.Core.Entities.EntityColumnValue.get_Value()

at Terrasoft.Core.Entities.Entity.GetTypedColumnValue[TResult](String valueName)

at Terrasoft.Configuration.FxdChatDepartment.get_FxdChatRefId()

at Terrasoft.Core.Process.FxdChatProcessAutoIntegrationAddOrUpdateChatDepartmentMethodsWrapper.ScriptTask1Execute(ProcessExecutingContext context)

at Terrasoft.Core.Process.ProcessScriptTask.InternalExecute(ProcessExecutingContext context)

at Terrasoft.Core.Process.ProcessFlowElement.Execute(ProcessExecutingContext context)

I used to version "7.15.0.634", i don't understand the root cause.

1 comments

Roman Brown

12:57 May 18, 2020

Hello Thanh,

Please try to use "department.GetColumnValue("FxdChatRefId")" instead of "department.FxdChatRefId"

If it doesn't help, please replace "FetchPrimaryColumnFromDB" with "FetchFromDB".

Kind regards,

Roman

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7.15

Sales_Creatio

Dashboard Call

16:45 May 06, 2020

Dear mates,

We have integrate Asterisk with Creatio, it works fine.

However i would like to get the number of outgoing calls with a duration > 15 sec for each Creatio Users and for the current day.

I can not select contact.Current User in the select list. How can i do this metric ?

The contact is the call recipient. How can i only have the stat for the current user ?

thanks,

Nicolas

1 comments

Best reply

17:17 May 06, 2020

i ve got it. if you take Call.ModifiedById then you can choose current user.

thank you

Access Object Source Code from Advanced Settings

17:17 May 06, 2020

i ve got it. if you take Call.ModifiedById then you can choose current user.

thank you

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dashboard

deployment

7.15

Sales_Creatio

Dashboard deployment

Artur Ferreira

18:10 Apr 28, 2020

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

1 comments

Bohdan Zdor

06:02 May 11, 2020

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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sourcecode

7.15

Sales_Creatio

16:40 Apr 27, 2020

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

2 comments

Best reply