Hello team!

 

Does Creatio provide an option to apply a filter to a dashboard?

For example, I've created a custom Dashboard page in a custom application, based on an Object, how can I filter out the records to display only the data I'm interested in?

 

I am looking for something to substitute the functionality of Classic UI:

 

Thank you in advance!

 

 

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In 8.0.9 you can connect dashboard elements to a data source, so the dashboard elements change based on the filtered data of that data source. I've added dashboard elements to list pages and connected them to the list as the data source and works great. I'm not sure (not tried) if you can have a complete dashboard only page, without a list element, and filter the dashboard components based on controls on that page, but I would think it's likely possible. I suppose, as a worst case, you could add a list on the page that is being filtered, the dashboard components connected to that and even hide the list with some CSS.

Of course, this only works in 8.0.9 for dashboard elements to have this capability.

Ryan

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translation
account
Contact
Sales_Creatio_enterprise_edition
8.0

Hello Community,

I have to replace the OOB translation of the Account and Contact Labels (only these two labels) for the italian language.

Which are the correct keys i have to involve in order for a correct update ? For Example which is the correct key for the updating of the Account and Contact Section Labels ?

Sasori

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Hi Sasori,

Good day,

The section names are data from the SysModule table, so the key should be Data:SysModule.Caption: + the Id of the record. For easier searching, you can use the following filter in Translations section:



Keycontains%Data%Caption

AND

Language0=Accounts

 

To find the Id, open the section wizard, and the Id will be in the URL. For example, for this section, the code will be: Data:SysModule.Caption:065063c9-8180-e011-afbc-00155d04320c

Thank you for your inquiry.

Hi Community,

Any update regarding the topic ?

Sasori

Hi Community,

Any update regarding the topic ?

Thank you

Sasori

Hi Sasori,

Good day,

The section names are data from the SysModule table, so the key should be Data:SysModule.Caption: + the Id of the record. For easier searching, you can use the following filter in Translations section:



Keycontains%Data%Caption

AND

Language0=Accounts

 

To find the Id, open the section wizard, and the Id will be in the URL. For example, for this section, the code will be: Data:SysModule.Caption:065063c9-8180-e011-afbc-00155d04320c

Thank you for your inquiry.

Thanks a lot for this explanation Pavlo!

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Sales_Creatio_enterprise_edition
8.0

Hello Creatio Community,

Because the detail 'Product In Order' in the Order Section is used exstensively (around 120.000 records in one of our instances) we would like to create e Section out of it,so that we use the advantage of (advanced filters).

We tried this in the Dev Environment. There is a new Section schema and a new Page schema created.

Will the creation of the Section bring problems to the overall architecture ? Is there some extra step that should be added ?

Sasori

 

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Hi Community,

Any update regarding this topic ?

Sasori

Hello Sasori,



I recommend following this guide for creating a section on an existing object:

https://academy.creatio.com/docs/user/customization_tools/ui_and_busine…

 

Best regards,

Kate

Hi Kate,

I have done the steps and things are working correctly.

 

One question:

->When I open a record from the newly Created Section (based on existing object) the URL is 'localhost:1000/0/Nui/ViewModule.aspx#CardModuleV2/OrderProduct1Page/edit'

->When I open a record from the Order Section and go inside the 'Product in Order' detail ther url is

localhost:1000/0/Nui/ViewModule.aspx#CardModuleV2/OrderPageV2/edit/

 

So the Edit Page for the first case is  OrderProduct1Page and for the second one is 'OrderPageV2'. Arent the Edit Pages supposed to be the same ?

 

Sasori

This is the expected behavior - we are always in the context of the currently open record, regardless of which other record we navigate to from it (the link does not change its value when navigating to another record). This behavior applies to records in the system when navigating to related records, and when switching to a different section/subsection of the system, the opening occurs in the same tab. 



So the same page is being opened, it's just that the link is generated according to the logic described above.

 

This behavior occurs when opening records in the same tab.

For example, if you navigate to a contact from the Case section, the link will remain as follows:

localhost:1000/0/Nui/ViewModule.aspx#CardModuleV2/CasePageV2/edit



Best regards,

Pavlo!

 

 

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locale
address
language
Sales_Creatio_enterprise_edition
7.18

Здравствуйте!

У нас печатные формы договоров двуязычные. Т.е в одном шаблоне слева Казахский язык, справа - Русский.

Столкнулись с проблемой того, что на двух языках формат разный. Примеры адресов:

Рус: 050060, Республика Казахстан, Алматинская область, г. Алматы, ул. Розыбакиева, 263

Каз: 050060, Қазақстан Республикасы, Алматы облысы, Алматы қ, Розыбакиев к., 263

  1. В справочнике стран наша страна = Казахстан. Переименовывать не хочется.
  2. Для значений полей Страна, Область, Город значения на двух языках разные с приставками-сокращениями города (г.). Да и сами названия - разные.
  3. На двух языках улица - разная и позиция слова разная: ул. пишется перед названием улицы, к. пишется после названия улицы, но и оно ручками пишется.
  4. Названия улиц так-же склоняются по разному. Для рус - ул. Розыбакиева, для каз - Розыбакиев к..

Есть ли у вас уже решения или рекоммендации по решению таких задач?

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Здравствуйте,



Коллеги, согласно базовой логике, в печатных формах, на страницу просто переноситься значение поля.

Которое в свою очередь (Если речь идет о поле "Полный Адрес", в новом интерфейсе, собираеться из полей "Индекс", "Страна", "Область/штат", "Город", "Адрес".



Также хотелось бы обратить внимание, что  в справочниках на русском языке, страна = Казахстан.

А так же поле создаеться без приставок ".ул", "г.".



Я бы рекомендовал пересмотреть логику работы поля, в которое вписываеться адресс,в интерфейсе, поскольку проблема не в печатных формах, а значении поля, из которого данные просто копируються на станицу печатной формы.

 

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Creatio_-_Cloud_based
Sales_Creatio_enterprise_edition
8.0

Hi All,

 

How to debug the code of source code which is there in cloud instance of creatio

 

Option 1 : Tried to downlod the source code package of Creatio, in configuration tab but "Download packages to file system" is disabled to download packages in to local machine

 

Please help and advice

 

Thanks,

Srikanth

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Hello,

those instructions do not apply to cloud sites. In order to debug C# code, you'll need a local copy of the site. You can request a copy of the cloud site's database from support and also get the installation files. Then you can set up your own local copy of the cloud system to debug there. There's no option for debugging the server-side code of a cloud system.

Thanks for response 

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Sales_Creatio_enterprise_edition
7.18

Hi all,

 

Is there a way to force a detail to remain expanded for all users?



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Hello,

 

Please check the below post where the similar business task has been already discussed:

https://community.creatio.com/questions/any-way-force-hierarchical-deta…

 

Best regards,

Anastasiia

Hello,

 

Please check the below post where the similar business task has been already discussed:

https://community.creatio.com/questions/any-way-force-hierarchical-deta…

 

Best regards,

Anastasiia

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dll
NewtonSoft.Json
Sales_Creatio_enterprise_edition
8.0

Hi Creatio academy,

We have a Creatio Instance which is running in the Cloud with version: 8.0.8.4807_SalesEnterprise_Marketing_CustomerCenter_Softkey_PostgreSQL_ENU.

 

We have developed a custom package (with the 'Compile into a separate assembly' checkbox true). 

 

As a result we can not access the Newtonsoft.Json package from UserTask.

 

The normal solution is to import the dll in our custom pacakge as a reference assembly.

Question: Wich is the correct version of the dll to import ?

 

I have the binary files of '8.0.8.4807_SalesEnterprise_Marketing_CustomerCenter_Softkey_PostgreSQL_ENU' and in the root/bin folder i can see the NewtonSoft.Json dll. Is this the correct one to import ?

 

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Hi Sasori,

 

Yes, you can use the existing lib and upload it to your assembly package. This should do the same as the lib from the main workspace.

Hi Team,

Any update regarding this question ?

Hi Sasori,

 

Yes, you can use the existing lib and upload it to your assembly package. This should do the same as the lib from the main workspace.

Thanks for the confirmation Oleg!

Hi all, 
I would like to use an external library called csvHelper in a SourceCode file. 
 

I managed to download the .dll file of that library but I want to import that to my package. Can you please help me with that ?

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.NET
.net_Standart_2.0
dll
Sales_Creatio_enterprise_edition
8.0

Hello community,

I want to upload a .dll as a reference assembly from Creatio Configuration section .

The Creatio instance is hosted on Cloud.

The .dll is  .NET Standard 2.0 compatible.

Question : Is it ok to upload this dll which supports .NET Standard 2.0 and has no dependecies ?

 

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Hi!

 

This is a good idea to use Configuration for such a purpose and it's actually described in Academia: https://academy.creatio.com/docs/7-18/developer/development_tools/creat…;

 

The external libraries support .NET Standard 2.0 so you can load them into the Creatio package in the Configuration section using the Add -> Import button.

 

The dependencies, however, must rely on the development structure, e. g. - If the current package must inherit Creatio functionality. Here is more info: https://academy.creatio.com/docs/7-17/developer/development_tools/packa…

Thanks for the reply Alla ! I appreciate it.

When talking about dependencies, I meant the dependencies of the dll i am trying to import (not those of the Creatio package). It has no dependecies, so just uploading the dll should do the work.

Thank you,

Sasori

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Sales_Creatio_enterprise_edition
8.0

Hi community,

I have an AutoGeneratedPage element in a Business Process. I want to access its corresponding schema in order to do some frontend validadations.

Does the AutoGeneratedPage has its own schema ? 

Best regards,

Sasori

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Hello,

It didn't have its own schema, the whole point of this element is that it generates during a run-time. 

If you want to customize a similar page try using pre-configured. 

Hello,

It didn't have its own schema, the whole point of this element is that it generates during a run-time. 

If you want to customize a similar page try using pre-configured. 

Thank you Dmytro for the clarification! Thats what i did.

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Sales_Creatio_enterprise_edition
8.0

Hello,

I have implemented a filter for a section using the getFilters  method which works fine on the Section page, but should not apply to the dashboard page. Is there a way to have the filter apply only to the Section grid but still leave the dashboard unfiltered?

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Not sure if this will work, but you could maybe try checking in the getFilters method which view the user is on, and if it's the dashboard view then don't apply the filter? Never tried this so not sure if it's too late at that point (or if it retrieves the data again when switching views or not)

To check if user is viewing dashboard view:

if (this.getActiveViewName() === "AnalyticsDataView") {
    // user is on dashboard view
}

I think you can override changeDataView to force it to reapply the filter (and retrieve data again). Something like this: 

changeDataView: function() {
    this.callParent(arguments);
    if (this.getActiveViewName() === "AnalyticsDataView") {
        this.sandbox.publish("ReloadDashboard", null, [this.sandbox.id + "SectionDashboardDashboardModule"]);
    }
    else {
        this.updateSection();
    }
}

Ryan

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