You have to turn on Access rights by records in ProjectFolder object

Permissions on entries in the ProjectFolder object are enabled, but permissions settings are not. I guess I didn’t formulate the question very correctly, the permission settings for dynamic groups (folders) are not displayed

Gevorgyan Tigran,

Hi Gevorgyan,

the same thing happens with Event section

If you re-login to creation everything works finr

Hi Harry,

You would have to first do a GET to the lookup object to get the record where the Name = "The name", then do the POST separately using the Id value for the lookup column. So two separate calls, one to GET the lookup and a second to POST the new record.

Typically when I have code working with Creatio's API's I retrieve the needed lookups into a local cache to avoid repeatedly doing GETs to the lookups.

Ryan

Thanks Ryan, that's what I thought. I used the "GET

$filter parameter (eq operator)" option in the end. 



I'm integrating using Make.com, so little harder to leave everything in local cache. Have got it working well now though. 

Thanks again for the reply.

Please refer to the below threads.



1. https://community.creatio.com/articles/getentity-schema-works-asynchron….

2. https://community.creatio.com/articles/how-can-we-use-asyncvalidate-fun….







BR,

Bhoobalan Palanivelu.

There's no need for the multiple callbacks since this can be done in a single ESQ query. For example, the ESQ below retrieves both the current user's Type value as well as the current user's account Type value in the same call.

var esq = Ext.create("Terrasoft.EntitySchemaQuery", {
    rootSchemaName: "Contact"
});

esq.addColumn("Type");
esq.addColumn("Account.Type", "AccountType");

esq.getEntity(Terrasoft.SysValue.CURRENT_USER_CONTACT.value, function (result) {
    if (result.success) {
        var conType = result.entity.values.Type,
            accType = result.entity.values.AccountType;

        if ((conType && conType.displayValue == "Approver")
            && (accType && accType.displayValue == "Enterprise")) {
            // do something
        }
    }
}, this);

However, to nest a ESQ in a callback of another ESQ it would look like this: 

var esq = Ext.create("Terrasoft.EntitySchemaQuery", {
	rootSchemaName: "Contact"
});

esq.addColumn("Type");
esq.addColumn("Account");

esq.getEntity(Terrasoft.SysValue.CURRENT_USER_CONTACT.value, function (result) {
    if (result.success) {
        var conType = result.entity.values.Type,
            account = result.entity.values.Account;
        if (conType && conType.displayValue == "Approver") {
            var esq = Ext.create("Terrasoft.EntitySchemaQuery", {
                rootSchemaName: "Account"
            });

            esq.addColumn("Type");

            esq.getEntity(account.value, function (result) {
                if (result.success) {
                    var accType = result.entity.values.Type;
                    if (accType && accType.displayValue == "Enterprise") {
                        // do something
                    }
                }
            }, this);
        }
    }
}, this);

Ryan

Hi,

If I understand you correctly you want to add a value to columns "Contact" and "Account" from your activity. If so, you can use a simple esq request to get these values and set them in the init or onEntityInitialized methods.

Hello,

You can write a simple button and display it in the center. 

{
				"operation": "insert",
				"name": "TestContainer",
				"parentName": "ActionButtonsContainer",
				"propertyName": "items",
				"values": {
					"itemType": Terrasoft.ViewItemType.CONTAINER,
					"wrapClass": ["test-container-wrapClass"],
					"items": []
				}
			},
            {
                "operation": "insert",
                "parentName": "TestContainer",
                "propertyName": "items",
                "name": "PrimaryContactButton",
                "values": {

                    "itemType": Terrasoft.ViewItemType.BUTTON,
                    "click": {bindTo: "testclick"},
					"visible": {bindTo: "checkVisible"},
                    "enabled": true,
                    "style": Terrasoft.controls.ButtonEnums.style.TRANSPARENT,
					"imageConfig": {"bindTo": "Resources.Images.EnrichedDefaultIcon"}
                }
            }

In the method checkVisible you can return true or false based on the condition.

To make it at the center just add a new CSS style:

define("AccountPageV2", ["css!UsrDStyle"], function() {

.test-container-wrapClass {

        margin-left: auto;

    margin-right: auto;

    width: 6em

    }

Hi,

Take a look at this post, you can hide unnecessary columns by setting its Usage mode to "None".

Also, you can look here:

https://community.creatio.com/questions/hide-fields-lookup-filter

Dmytro Vovchenko,

We can't use the Usage Mode - None. because these fields which are to be hidden, need to be reused in Business Rules, process and other places. So, this approach we can't go forward.



The second approach, I have looked into the link - 

https://community.creatio.com/questions/hide-fields-lookup-filter.



The below code mentioned in the above link,

define("GlbLookupPage", ["ConfigurationEnums", "LookupPage"], function(ConfigurationEnums) {

    Ext.define("Terrasoft.configuration.GlbLookupPage", {
        override: "Terrasoft.LookupPage",
        alternateClassName: "Terrasoft.GlbLookupPage",


generateViewModel: function() {
            var model = this.callParent(arguments);
            model.getSchemaColumns = this._getSchemaColumns;
            return model;
        }

Can you give me some example code - For eg, I need to filter only the columns such as ("Account", "Full Name", "Age", "Address type") under contact Section.

Regards,

Adharsh S

Hi Creatio Team,



Can you help me out with the mentioned scenario ?



Test case - "Can you give me some example code - For eg, I need to filter only the columns such as ("Account", "Full Name", "Age", "Address type") under contact Section."



Regards,

Adharsh S

Hello Shivani, 

Can you please provide the code you are referring to? 

Best Regards, 

Igor

Ihor Skohariev,

Following is the code I have used, to mark the records already selected as marked. I need to prevent these marked records as unmarked. Basically, we cannot uncheck an already checked record

esq.getEntityCollection(function(result) {
                 	var existsDocumentsCollection = [];
                 	if (result.success) {
                         		result.collection.each(function(item) {
                         		existsDocumentsCollection.push(item.get(”AccountId”));
                          });
                        }
		config.selectedValues = existsDocumentsCollection;

Hello, is it correct that currently every time you open and close a lookup window there are no selected records and your code doesn't work? Or it's working but only after validation and you need to make it that the needed values are already selected before that moment?

Dmytro Vovchenko,

We have managed to figure this out using custom logic. The rows already selected are marked when we add more records. 

Hello,

The first option is to setup custom filtering by default when opening the section (something as was described here https://community.creatio.com/questions/default-filter-section). If you still need to display some folder by default than you need to dynamically modify values in the SysProfileData table (it stores currently selected folder in the section and as a result once user selects the folder, go to another section and returns back to the original section with the folder, there will be the same folder selected in the section).

Thank you Oleg, your idea with SysProfileData table is something what I need, but as I see it is not easy task to achieve, because value in SysProfileData table changes each time we change something in section. I need this to set initially only once and after that to let user change it as he wants. Thank you very much.

Hello Ensar, 



To create new package project, use the next command:

 clio new-pkg <PACKAGE_NAME>



Best regards,

Bogdan

This command creates .NET Framework solution, not .NET Standard or Core. Is there any way to select this?

Ensar,

This article applies to NET Core 3.1 SDK and later versions. 



Please feel free to check the required information. 



Best regards,

Bogdan

Hello Shivani,

I have an article here that shows how to show or hide printables based on a value on the page. Hopefully this helps you get started: 

https://customerfx.com/article/showing-or-hiding-printables-based-on-a-…

Ryan

Hi Ryan,

I am looking for something different. I want to override the printable page schema (The page where we add new printable records) to show a new field as seen in the image I posted earlier.

Do you have any approach pls?

Thanks