If you need to actually store the values in the database as uppercase, you could wire up a change event for the fields, and then use toUpperCase and put back the uppercase value into the field. See here if you need help with wiring up the change event: https://customerfx.com/article/triggering-an-event-when-a-field-is-chan…

If you only need to display the value as uppercase (and not necessarily stored this way), then you could add CSS to the page to uppercase the fields. You could use text-transform:uppercase fo the fields in question. See here if you need help with adding the CSS to the page: https://customerfx.com/article/adding-custom-css-style-sheets-in-bpmonl…

Hope this helps

Ryan

Hello Fernando,

There is also another way to achieve this task. Here is a screenshot of a process that will modify the text that you put into a string field http://prntscr.com/ptpvpp using this formula value in "Modify "Recipient's name"" element: [#Read contact.First item of resulting collection.Recipient's name#].ToUpper().

This process will be triggered upon record adding to "Contacts" section and also when updating "Recipient's name" field in existing contact. As a result everything typed there will be updated to upper case. The only one minus of this solution is in fact that you need to refresh the page (F5) or close and open this record once changes are saved. You can use this free marketplace app so to refresh the page without full refreshing (F5) or reopening the record https://marketplace.creatio.com/app/refresh-data-button-creatio.

Method proposed by Ryan is more elegant and accurate in my opinion but in case you don't want additional development to be used you can use the business process from my screenshot.

Best regards,

Oscar

Thanks Ryan & Oscar for your comments!!

Basically we need to force to the user to use the UPPERCASE for text Fields. (Display & Store).

I will take a look on this options and I will send my comments if I find a suitable solution.

Best Regards,

Fernando

Hi Jonas,



You can bind enabled property to a method in diff section like this:



 

define("UsrPage", [],
	function() {
	return {
		entitySchemaName: "UsrObject",
		details: /**SCHEMA_DETAILS*/ {} /**SCHEMA_DETAILS*/ ,
		diff: [
			{
				"operation": "insert",
				"name": "DATEb70c5501-1824-4750-9dc8-2c7ced38a192",
				"values": {
					"layout": {
						"colSpan": 6,
						"rowSpan": 1,
						"column": 18,
						"row": 0,
						"layoutName": "Header"
					},
					"bindTo": "UsrValidityDate",
					"enabled": {"bindTo": "myFunctionCheck"}
				},
				"parentName": "Header",
				"propertyName": "items",
				"index": 2
			},
			{
				"operation": "insert",
				"name": "LOOKUP94e30b0e-aa00-49bb-a050-0103e04cd0fa",
				"values": {
					"layout": {
						"colSpan": 7,
						"rowSpan": 1,
						"column": 0,
						"row": 0,
						"layoutName": "Header"
					},
					"bindTo": "UsrQuoteOwner",
					"enabled": {"bindTo": "myFunctionCheck"},
					"contentType": 5
				},
				"parentName": "Header",
				"propertyName": "items",
				"index": 3
			}
		],
		methods: {
			myFunctionCheck: function() {
				return false;
			}
		}
	};
});

Note, that more than one field can be bound to one property.



Does this work for you?



Regards,

Dmytro

That'll do. Should've thought about that myself! Thanks.

Dear Nicolas,

In OOB system "stage" column is required when opportunity is created. You should check what stage is used when opportunity is created: http://prntscr.com/pqzl32

Dear Angela,

Effectively, i add the stage on the mini-page, and the stage used when opportunity is created is not the DCM first step (it is "En cours").

i have to find where the developper has forced the stage on the mini-page to a specific step.

=> Solution:

The default opportunity's stage was defined on the Opportunity Object.

Thank you Angela !

Most likely the stored procedure doesn't work because you have feature turned on that changes the logic of the calculation. It would be easier to turn it off and go with the SP.

Here is how to turn it off: 

update AdminUnitFeatureState set FeatureState = 0 where FeatureId in ('8892D623-0F8A-4E0F-BBC4-A64984CC896E', '723F1ECC-1C02-4B8F-A74C-B2FC922CF6C1')



After that I added calculation of the Expected in the Open Cur block (I made it static to test it):

Set @PlanAmount = 123

    insert into  ForecastItemValue (Id, ForecastIndicatorId,[Value], PeriodId, ForecastItemId)

    values (NEWID(), 'CBD311C7-6E1B-4324-BF21-192681349DDF', @PlanAmount, @PeriodId, @ForecastItemId)

ForecastIndicatorId is an id of the Expected type column. 



After pressing the button Recalculate the forecast column Expected was populated: http://prntscr.com/q9x4u3

Dennis Hudson,

Thank you for your help. My requirement is fulfilled by using existing feature in 7.15.1 in which we can calculate expected values based on conditions without using SP. 

Dear Nagaraju, 

If you want just to show all Leads (or contacts) for the Activity you can create a new object (e.g. LeadInActivity) with fields Lead and Activity and display it on the Activity page as a detail matching it by the Object's column Activity and Activity's column Id. 

https://academy.creatio.com/documents/technic-sdk/7-12/creating-entity-schema?document=&_ga=2.244310213.174617871.1572445260-943284580.1572445260

Best regards, 

Dennis 

Dear Julius,

The application portal is a part of the platform used by external users and it is limited. There is no way to turn the portal user into the regular system user. The portal users' functionality is limited by the licenses and the objects permissions. Apart from that, there are a lot of back end functionality which is not compatible with the portal users. For example the portal users will not be able to run the database triggers for majority of the default functionality, access the portal through mobile application, run bulk emails, etc. Basically, there is no point to allow external users to use the application through the portal as a regular company employee. For this purpose, it is better to create a regular user for this individual. Theoretically it is possible to allow external users to use the application functionality on the company employee level, however it can only be done with the help of separate development project. 

Best regards,

Dean

Ricardo Alberto Cruz López,

Please note that the emails functionality is not available and cannot be setup for portal users.

Hello Nicolas,

Opportunity detail is already present on account "History" tab. As for displaying its content in section list then unfortunately it is not possible since this detail may contain several records and the application cannot display several rows in one column in section list. We will create a suggestion to our R&D team so to make it possible in one of future versions, but currently it requires complete core logic modification. Thank you for this suggestion and helping us to make our application better!

Best regards,

Oscar

Dear Nicolas,

You can do that with the help of the business process.

First, you need to add Accounts lookup on the detail page, which will be used in process https://prnt.sc/pr6t0r It is not necessary to fill it when adding the record on the detail. Once the record is added https://prnt.sc/pr6ts7 I go to my associated account https://prnt.sc/pr6ts7 and see the associated opportunity record https://prnt.sc/pr6usc

Here are the business process settigs:

1. Signal https://prnt.sc/pr6uws

2. Read data element for reading the detail object https://prnt.sc/pr6v0b

3. Read data for reading the opportunity https://prnt.sc/pr6v35

4. Read data for reading the account https://prnt.sc/pr6v5z 

5. Modify data which will update the added Account field on the detail page https://prnt.sc/pr6v8v  https://prnt.sc/pr6ve7

Best regards,

Dean

You can take data directly from the database. Please check what object the detail is related to and select data from it. 

Please find more information about CRUD operations on the client end in the article by the link below. 

https://academy.bpmonline.com/documents/technic-sdk/7-14/crud-operation-implementation-client

Dear Julius,

It seems like the section object did not save the changes correctly. Try to do the following:

1. Go to the system configurations in the advanced settings. http://prntscr.com/phqih3 & http://prntscr.com/phqiqe 

2. Update the database structure 

3. Generate the source code for all items

4. Compile all items.

It may take some time to perform the last 3 steps. Once you are done, try to clear your browser cache and see if the issue is resolved. If the captions are still missing, please approach our support team via support@bpmonline.com so that we could investigate this problem in your particular environment.

Best regards,

Dean

It works. Thanks Dean!