Hi,

I want to add a Multiselect lookup for a custom detail in a custom section. I have created a custom section with the name of Applications and added a custom detail with the name of Bank Details. In this detail, I have added a lookup called Bank Documents. In this lookup added 3 values. So, I need a Multi Select lookup for that lookup field. Can anyone please guide me on this?  

Like 0

Like

2 comments

If I am understanding what you're after, this article outlines how to do what you need: https://academy.creatio.com/documents/technic-sdk/7-15/adding-multiple-…

Ryan

Hello Nagamani,

 

Please use this Creatio Academy article to achieve your business task.

 

Best regards,

Oscar

Show all comments

Dear all,

We are currently trying out the synchronization of activities in the calendar between Creatio and Outlook. The expected behaviour is to have activities created in the CRM be replicated into Outlook.

To this end, in the email account settings, tab Meetings & Activities, we have selected the Automatic synchronization (with sync period 1 week) as well as the Export activities, by precising that only activities of the user's account must be replicated (we do not want to have all CRM activities of all users be replicated into our personal Outlook calendar).

Unfortunately, activities don't seem to get replicated.

I have tested it as well following indications from this page : https://academy.creatio.com/documents/administration/7-15/synchronizing-creatio-calendar-ms-exchange-calendar?document=team

As a result, the activities of the “Appointment” type will be created in MS Exchange when exporting tasks with the [Display in calendar] checkbox checked. When exporting tasks the with the [Display in calendar] checkbox unchecked, the activities of the “Task” type will be created in MS Exchange.

No matter whether the checkbox is indeed checked or not, nothing is replicated.

Is there a system setting to be adapted or any other configuration to be done ?

Many thanks in advance for the insight.

Amandine

Like 0

Like

3 comments

Please try to switch off "Synchronize activities automatically", save it and then switch it on.

This action will restart the sync trigger.

If it won't help, please create a request to support@creatio.com so we could perform a more thorough investigation of the issue on your site.

 

Thank you.

Image.png

Bohdan Zdor,

Hi,

Is this feature still available? I'm trying follow 

https://academy.creatio.com/documents/administration/7-15/synchronizing-creatio-calendar-ms-exchange-calendar?document=team but there is no Mettings and tasks tab, instead I hace calendar which only allowing me to Synchronize calendar automatically.

Thanks in advance,

Chani

 

Hello,  

Unfortunately, this function is not available in the new versions of Creatio. In new versions, it is just a toggle "Synchronize calendar automatically". In the new calendar synchronization, all additional settings are enabled by default.  

If you turn on this toggle "Synchronize calendar automatically". This one option provides: 

- First - calendars will be exported in real-time and imported via a quartz job once every minute; 

- Participants' statuses will be displayed on the Activity card; 

- Only the organizer will be able to change anything in the Activity; 

- Once the activity is changed, participants will get an update. 

Show all comments

Hi all,

I want to add image field like this. Pls guide me how to to this.

Many thanks,

Akira

Like 0

Like

4 comments

Dear Norton,

I will test it. Many thanks.

Best Regards,

Akira

Norton Lingard,

 Based on your guide, it only adds 1 image. How can I add more image fields as the attach file? Pls guide me.

Thanks,

Akira

Anybody helps me on that case, pls?

Show all comments

Hi! I hope someone could help me with this error.

I've added a Before Record Saving process in Leads but I had an error while compiling it because of a Script Task. Now, I can't go back to the Process Designer to edit the Script Task because I get the 'The "Default" workspace assembly is not initialized' error. How can I delete/edit this process?

Thanks!

Like 0

Like

1 comments

Hi Rozelle Valdez



Just clear the browser cache and again open the instance. So, you will not get that error. Just try this. 

Show all comments

Hi,

 

When I Log-in, I'm stuck at the Creatio logo. Anyone know how to fix this error? 

Console Log:

    Uncaught TypeError: Terrasoft.isCurrentUserSsp is not a function

 

Thanks!

Like 0

Like

3 comments

It looks like you're trying to run the website locally, since the url is localhost, instead of through an instance. If that's not the issue, report it to support, support@creatio.com.

You can also try to generate all source code + compile all by going to 0/dev (type it instead of Nui/ViewModule.aspx) 

Best regards,

Angela

Fixed this by clearing cache.

Show all comments

How to display data on the BPM Mobile without filter in early?

So, when i opening the app it's directly showing data.

 

 

Like 0

Like

5 comments

Dear Ahmad,

Starting from the version 7.14.0 you can see only recently opened records in the sections. That is why you cannot see them at once when opening the section for the first time. After surfing through the section and opening the records, they will start populating the section once you enter it later. If you want to disable this functionality, you need to add this part of the code to the MobileApplicationManifestDefaultWorkplace schema

"Models": {

      "Case": {

          "CacheConfig":

              { "Disable": true

         }

http://prntscr.com/pcswp0

Best regards,

Dean

 

Dean Parrett,

I'm already add this code on the schema, but nothing different and still not showing data.

Dear Ahamd,

I'm so sorry I did not clarify

In this part of the code http://prntscr.com/pctsw6 I've disabled the caching functionality for Cases section. Please make sure to do it for your Passenger section. Also, make sure the system setting 'Mobile application section list whose data is displayed through search results only' does not include the section as well. To make sure it works properly you can set the default value for it as '0' https://prnt.sc/oao1tn

Best regards,

Dean

Dean Parrett

Thank you dean!! work like a charm!

Dear Dean,

It is possible to disable feature "Recently Viewed" on BPM Mobile ? 

Show all comments

Is it possible with a formula to change the belgium BTW-nummer like BE0123.456.789 in 0123456789 (strip spaces, dots...) so we can search in our database to find the correct account? People have different ways to write their number. 

I can only find functions with dates and integers (like RoundUp(), Minimum(), Day(),...)

Is there something like regular expressions in PHP to replace "." by "" and "BE" by "" and " " by ""?

Like 0

Like

2 comments

Unfortunately, there is no opportunity to process string in the Formula business process element. However it's possible to implement using the Script task element. There is an example of C# code snipped below:

  var subjectString = "BE0123.456.789";

var resultString = System.Text.RegularExpressions.Regex.Replace(subjectString, "[^0-9]", "");

Thanks. I discovered today also that I can use C# functions in the formula of business processes. So this did the work for me: [#lees inschrijvingen.Eerste item van de resulterende collectie.BTW-nummer#].Replace(".","").Replace("x","").Replace(" ","").Replace("BE","")

Show all comments

Hi, community.

 

Activity reminders are nice but they are only system notifications. I would like to send email or SMS messages as reminders for certain activity types as well... But I cannot find a signal I can use to trigger the process to send the email... Has anyone set up something like this?

Thanks a lot!

Juan Carlos

Like 0

Like

1 comments

Dear Juan, 

You can do with the process setting the starting signal on the creation or modification of the activity in fields "Remind owner on" or "Remind author on" and one of those fields filled in. After that in formula you can calculate the amount of seconds between current date and time and needed one and pass this amount in the Wait for timer event. After the timer counts the needed time you can send a letter (or send SMS) pulling the information from the Activity records if needed/  

Formula to calculate needed amount of seconds: 

([#Read data 1.First item of resulting collection.Remind owner on#].Subtract([#System variable.Current Time and Date#])).TotalSeconds

Best regards,

Dennis 

Show all comments

Hi Community,

I created an editable detail according to the source code provided on the Academy.

The problem is that I don't know how to make Columns to be a Read Only column.

Please find the link to the academy article:

https://academy.bpmonline.com/documents/technic-sdk/7-13/adding-detail-editable-list

Please find here the code from the Academy:

// Defining schema and setting its dependencies from other modules.
define("UsrCourierServiceDetail", ["ConfigurationGrid", "ConfigurationGridGenerator",
    "ConfigurationGridUtilities"], function() {
    return {
        // Detail object schema name.
        entitySchemaName: "UsrCourierService",
        // Schema attribute list.
        attributes: {
            // Determines whether the editing is enabled.
            "IsEditable": {
                // Data type — logic.
                dataValueType: Terrasoft.DataValueType.BOOLEAN,
                // Attribute type — virtual column of the view model.
                type: Terrasoft.ViewModelColumnType.VIRTUAL_COLUMN,
                // Set value.
                value: true
            }
        },
        // Used mixins.
        mixins: {
            ConfigurationGridUtilities: "Terrasoft.ConfigurationGridUtilities"
        },
        // Array with view model modifications.
        diff: /**SCHEMA_DIFF*/[
            {
                // Operation type — merging.
                "operation": "merge",
                // Name of the schema element, with which the action is performed.
                "name": "DataGrid",
                // Object, whose properties will be joined with the schema element properties.
                "values": {
                    // Class name
                    "className": "Terrasoft.ConfigurationGrid",
                    // View generator must generate only part of view.
                    "generator": "ConfigurationGridGenerator.generatePartial",
                    // Binding the edit elements configuration obtaining event
                    // of the active page to handler method.
                    "generateControlsConfig": {"bindTo": "generateActiveRowControlsConfig"},
                    // Binding the active record changing event to handler method.
                    "changeRow": {"bindTo": "changeRow"},
                    // Binding the record selection cancellation event to handler method.
                    "unSelectRow": {"bindTo": "unSelectRow"},
                    // Binding of the list click event to handler method.
                    "onGridClick": {"bindTo": "onGridClick"},
                    // Actions performed with active record.
                    "activeRowActions": [
                        // [Save] action setup.
                        {
                            // Class name of the control element, with which the action is connected.
                            "className": "Terrasoft.Button",
                            // Display style — transparent button.
                            "style": this.Terrasoft.controls.ButtonEnums.style.TRANSPARENT,
                            // Tag.
                            "tag": "save",
                            // Marker value.
                            "markerValue": "save",
                            // Binding button image.
                            "imageConfig": {"bindTo": "Resources.Images.SaveIcon"}
                        },
                        // [Cancel] action setup.
                        {
                            "className": "Terrasoft.Button",
                            "style": this.Terrasoft.controls.ButtonEnums.style.TRANSPARENT,
                            "tag": "cancel",
                            "markerValue": "cancel",
                            "imageConfig": {"bindTo": "Resources.Images.CancelIcon"}
                        },
                        // [Delete] action setup.
                        {
                            "className": "Terrasoft.Button",
                            "style": this.Terrasoft.controls.ButtonEnums.style.TRANSPARENT,
                            "tag": "remove",
                            "markerValue": "remove",
                            "imageConfig": {"bindTo": "Resources.Images.RemoveIcon"}
                        }
                    ],
                    // Binding to method that initializes subscription to events
                    // of clicking buttons in the active row.
                    "initActiveRowKeyMap": {"bindTo": "initActiveRowKeyMap"},
                    // Binding the active record action completion event to handler method.
                    "activeRowAction": {"bindTo": "onActiveRowAction"},
                    // Identifies whether multiple records can be selected.
                    "multiSelect": {"bindTo": "MultiSelect"}
                }
            }
        ]/**SCHEMA_DIFF*/
    };
});
Like 0

Like

2 comments

Displaying some columns on editable detail in readonly mode can be implemented via js development. There is a base method named getCellControlsConfig which returns configuration of an editable registry cell. Please feel free to override the method in the detail schema. Set the enabled property to false to make concrete column readonly.

In the example below the UsrTest column is readonly:

// Defining schema and setting its dependencies from other modules.

define("UsrCourierServiceDetail", ["ConfigurationGrid", "ConfigurationGridGenerator",

    "ConfigurationGridUtilities"], function() {

    return {

        // Detail object schema name.

        entitySchemaName: "UsrCourierService1",

        // Schema attribute list.

        attributes: {

            // Determines whether the editing is enabled.

            "IsEditable": {

                // Data type — logic.

                dataValueType: Terrasoft.DataValueType.BOOLEAN,

                // Attribute type — virtual column of the view model.

                type: Terrasoft.ViewModelColumnType.VIRTUAL_COLUMN,

                // Set value.

                value: true

            }

        },

        // Used mixins.

        mixins: {

            ConfigurationGridUtilities: "Terrasoft.ConfigurationGridUtilities"

        },

        methods:{

            getCellControlsConfig: function(entitySchemaColumn) {

                var columnName = entitySchemaColumn.name;

                var enabled = (entitySchemaColumn.usageType !== Terrasoft.EntitySchemaColumnUsageType.None) &&

                    !Ext.Array.contains(this.systemColumns, columnName);

                    

                if (columnName === "UsrTest") {

                    enabled = false;

                }

                

                var config = this.getDefaultCellControlsConfig(columnName, {

                    enabled: enabled,

                    caption: entitySchemaColumn.caption

                });

                if (entitySchemaColumn.dataValueType === Terrasoft.DataValueType.LOOKUP) {

                    config.showValueAsLink = false;

                }

                if (entitySchemaColumn.dataValueType !== Terrasoft.DataValueType.DATE_TIME &&

                    entitySchemaColumn.dataValueType !== Terrasoft.DataValueType.BOOLEAN) {

                    config.focused = {"bindTo": "Is" + columnName + "Focused"};

                }

                return config;

            }

        },

        // Array with view model modifications.

        diff: /**SCHEMA_DIFF*/[

            {

                // Operation type — merging.

                "operation": "merge",

                // Name of the schema element, with which the action is performed.

                "name": "DataGrid",

                // Object, whose properties will be joined with the schema element properties.

                "values": {

                    // Class name

                    "className": "Terrasoft.ConfigurationGrid",

                    // View generator must generate only part of view.

                    "generator": "ConfigurationGridGenerator.generatePartial",

                    // Binding the edit elements configuration obtaining event

                    // of the active page to handler method.

                    "generateControlsConfig": {"bindTo": "generateActiveRowControlsConfig"},

                    // Binding the active record changing event to handler method.

                    "changeRow": {"bindTo": "changeRow"},

                    // Binding the record selection cancellation event to handler method.

                    "unSelectRow": {"bindTo": "unSelectRow"},

                    // Binding of the list click event to handler method.

                    "onGridClick": {"bindTo": "onGridClick"},

                    // Actions performed with active record.

                    "activeRowActions": [

                        // [Save] action setup.

                        {

                            // Class name of the control element, with which the action is connected.

                            "className": "Terrasoft.Button",

                            // Display style — transparent button.

                            "style": this.Terrasoft.controls.ButtonEnums.style.TRANSPARENT,

                            // Tag.

                            "tag": "save",

                            // Marker value.

                            "markerValue": "save",

                            // Binding button image.

                            "imageConfig": {"bindTo": "Resources.Images.SaveIcon"}

                        },

                        // [Cancel] action setup.

                        {

                            "className": "Terrasoft.Button",

                            "style": this.Terrasoft.controls.ButtonEnums.style.TRANSPARENT,

                            "tag": "cancel",

                            "markerValue": "cancel",

                            "imageConfig": {"bindTo": "Resources.Images.CancelIcon"}

                        },

                        // [Delete] action setup.

                        {

                            "className": "Terrasoft.Button",

                            "style": this.Terrasoft.controls.ButtonEnums.style.TRANSPARENT,

                            "tag": "remove",

                            "markerValue": "remove",

                            "imageConfig": {"bindTo": "Resources.Images.RemoveIcon"}

                        }

                    ],

                    // Binding to method that initializes subscription to events

                    // of clicking buttons in the active row.

                    "initActiveRowKeyMap": {"bindTo": "initActiveRowKeyMap"},

                    // Binding the active record action completion event to handler method.

                    "activeRowAction": {"bindTo": "onActiveRowAction"},

                    // Identifies whether multiple records can be selected.

                    "multiSelect": {"bindTo": "MultiSelect"}

                }

            }

        ]/**SCHEMA_DIFF*/

    };

});

Thanks a lot Alina ! it works.

God bless you.

Show all comments

Hi!

from the value of lead module, qualified contact field I am trying to obtain data from the qualified contact, but when I generate the comparision in the business process I always receive value 0.

I send you the filter as attached doc, may anyone has any idea?

Thanks a lot in advance!

File attachments
Like 0

Like

1 comments

Hi,

Most likely the process does not read anything due to incorrect filtering. Try changing filter conditions. 

Best regards,

Angela

Show all comments