Sales Creatio enterprise edition

custom button

analytics

Sales_Creatio_enterprise_edition

7.17

Add custom button to the section analytics view page

Ricardo Bigio

20:33 Dec 17, 2020

We need to add a custom button to the section analytical view page, which will trigger a business process.

Is it possible ?

3 comments

Oleg Drobina

04:49 Dec 23, 2020

This container you are referring to is supposed to store DataViews in it (please take a look at the getDefaultDataViews method from the BaseDataView module). It is not supposed to store buttons in it.

It is better to add the button to a separate container created in the FiltersContainer container and bind process execution to this button. As an example I've added the button to the contact section analytics data view:

define("ContactSectionV2", ["ProcessModuleUtilities"],
	function(ProcessModuleUtilities) {
		return {
			entitySchemaName: "Contact",
			attributes: {},
			messages: {},
			methods: {
				runCustomProcess: function() {
					var config = {
						sysProcessName: "UsrProcess_eedcaa6"
					};
					ProcessModuleUtilities.executeProcess(config);
				}
			},
			diff: /**SCHEMA_DIFF*/ [
				{
					"operation": "insert",
					"name": "CustomButtonContainer",
					"parentName": "FiltersContainer",
					"propertyName": "items",
					"values": {
						"itemType": Terrasoft.ViewItemType.CONTAINER,
						"items": []
 
				},
				{
					"operation":"insert",
					"name": "TestProcessButton",
					"parentName": "CustomButtonContainer",
					"propertyName": "items",
					"values": {
						"itemType": Terrasoft.ViewItemType.BUTTON,
						"caption": {bindTo: "Resources.Strings.CustomButtonCaption"},
						"click": {bindTo: "runCustomProcess"},
						"style": Terrasoft.controls.ButtonEnums.style.GREEN
					}
				}
				] /**SCHEMA_DIFF*/
		};
	});

And connected custom process execution when clicking the button. As a result the button appeared on the page as expected:

And a custom process was executed upon clicking it.

Best regards,

Oscar

Rob Watson

17:46 Apr 13, 2023

Oleg Drobina,

Hi Oleg

Couple of questions. If I just wanted this button to appear on List View of the Section Page rather than the Analytics what would need to change?

Also does this code create the custom button here or does that need to be created elsewhere and it is just referenced here?

thanks

Oleg Drobina

13:40 Apr 14, 2023

Rob Watson,

Hello Rob,

For the first question: I used the FiltersContainer container as a parent for the button, but it has the logic that it's hidden in the list view and is displayed only in analytics view (logic of the saveFiltersContainersVisibility method). In this case logic like this should be used:

methods: {
...
loadAnalyticsDataView: function() {
					this.set("IsCustomButtonContainerVisible", false);
					this.callParent(arguments);
				},
 
				loadGridDataView: function() {
					this.set("IsCustomButtonContainerVisible", true);
					this.callParent(arguments);
				},
...
 
diff: [
...
{
					"operation": "insert",
					"name": "CustomButtonContainer",
					"parentName": "QuickFilterModuleContainer",
					"propertyName": "items",
					"values": {
						"itemType": Terrasoft.ViewItemType.CONTAINER,
						"visible": { "bindTo": "IsCustomButtonContainerVisible" },
						"items": []
					}
				},
				{
					"operation":"insert",
					"name": "TestProcessButton",
					"parentName": "CustomButtonContainer",
					"propertyName": "items",
					"values": {
						"itemType": Terrasoft.ViewItemType.BUTTON,
						"caption": {bindTo: "Resources.Strings.CustomButtonCaption"},
						"click": {bindTo: "runCustomProcess"},
						"style": Terrasoft.controls.ButtonEnums.style.GREEN
					}
				}
...
]

We change a parent item for the "CustomButtonContainer" to "QuickFilterModuleContainer". As a result button will be visible only in list view and will be hidden in analytics view.

As for the second quesion: the button is created in the schema diff directly (container + button itself).

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Sales_Creatio_enterprise_edition

7.17

Accessing redis cache data in pages

S Gokul Aditya

14:46 Dec 14, 2020

How to access redis cache data in section or edit pages? Is it possible to access the same only with client code without involving server code?

1 comments

Bogdan Spasibov

14:07 Dec 15, 2020

Hello,

Please check this Academy Article. This one should help you to achieve your business task.

Best regards,

Bogdan

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google

integration

Sales_Creatio_enterprise_edition

7.17

How to integrate google analytics with Creatio?

Saswat Kumar Mishra

11:27 Dec 07, 2020

Hi All,

Can anyone please tell me the steps to integrate Google Analytics with CREATIO?

1 comments

Anastasiia Zhuravel

11:36 Mar 09, 2022

Hello Saswat,

As of now, there is no Google Analytics Integration on a clean install of a standard Creatio product, also there are no similar integration marketplace applications as well. It can only be integrated with the help of the development process. In this respect, Google Analytics can be integrated through API as a separate, third-party application. Also, you can develop your personal web service to pull the data into Creatio or use OData protocol for this purpose. Please find the relevant articles on our Academy using the links below:

https://academy.creatio.com/docs/developer/integrations_and_api/data_se…

https://academy.creatio.com/docs/developer/integrations_and_api/data_se…

https://academy.creatio.com/docs/developer/architecture/development_in_…

Best regards,

Anastasiia

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workflow

Process Error

Sales_Creatio_enterprise_edition

7.16

Workflow Error Message: Value for argument "previousFlowElement" must be specified.

Oliver Schmidt

06:25 Dec 04, 2020

I'm getting this error message for a workflow with a simple trigger.

Terrasoft.Common.ArgumentNullOrEmptyException: Value for argument "previousFlowElement" must be specified.

at Terrasoft.Core.Process.FlowParallelGateway.Accept(FlowVisitor visitor, FlowElement previousFlowElement)

at Terrasoft.Core.Process.FlowVisitor.AcceptFlowElement(FlowVisitorQueueItem queueItem)

I trigger the workflow as a sub-process and pass the Opportunity ID. For test purposes I trigger the flow directly from the opportunity which is when I get the above error message.

1 comments

Bogdan Spasibov

11:19 Dec 09, 2020

Hello Oliver,

Can you please contact Creatio technical support team (support@creatio.com) asking to check the process for you?

I believe we should have a closer look at the situation. Please, make sure you create External Access for the website or share the backup of the instance if that is on-site deployment.

Thank you!

Best regards,

Bogdan

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Accelerate

Sales_Creatio_enterprise_edition

7.17

Process to create Leads from contacts - "Lead from Contacts"

Julio.Falcon_Nodos

15:38 Dec 02, 2020

Hello colleagues, in Accelerate Global event on the session "Step-by-step guide to low-code approach realization", Nandeesh Madapadi talk about a process called "Lead from Contact" (here https://youtu.be/7g7AhrwuVX0?t=1675) I'm sure saw another session were somebody use this process also, but there a lot of videos and cannot find it :-(

Have somebody the package to this process to share it?

Thanks in advance

Julio Falcón

2 comments

Bogdan Spasibov

10:30 Dec 04, 2020

Hello Julio,

It seems to me that this one is not an OOB process, I was not able to find it on the clean website, sorry.

Best regards,

Bogdan

Julio.Falcon_Nodos

17:22 Dec 04, 2020

Bogdan Spasibov,

Thanks Bodgan, sure is not an OOB one, but @Nandeesh share with me the video to create it on

https://drive.google.com/file/d/1ua8XjNuVqLB4h819Os1UXPULsr0kmxEs/view?… if somebody else helps it

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Access Rights

dashboard

data binding

Sales_Creatio_enterprise_edition

7.16

How can we bind the access rights data of a Section Dashboard?

B ASHOK KUMAR

08:38 Dec 02, 2020

Hi Community,

I want to bind the access rights of a dashboard of a particular section. I tried databinding sysdashboard object with the filter for a particular section and exported the package. I then imported the package to another instance and found that the access rights were reset to defaults.

Please help me on how to bind the access rights data of a sectional dashboard.

File attachments

Screenshot (59)_0.png

Capture_5.PNG

Capture1_0.PNG

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databinding

dashboard

section

dashboardbinding

Access Rights

Sales_Creatio_enterprise_edition

7.16

How can we bind the access rights data of a Section Dashboard?

B ASHOK KUMAR

08:20 Dec 02, 2020

Hello Community,

I want to bind the access rights of a sectional dashboard. I tried binding the sysdashboard of the particular section and exported the package. I then uploaded the package and found that the access rights of the dashboard to be set to defaults.

Please help me on how to bind the access rights data.

0 comments

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How

bind

Access Rights

of_a

dashboard

Sales_Creatio_enterprise_edition

7.16

How to bind access rights of a section dashboard

B ASHOK KUMAR

15:48 Dec 01, 2020

Hi Community,

I wanted to bind the access rights data of a dashboard. I tried to bind the data of the dashboard using sysdashboard and filtering it for a particular section. I then exported the package and uploaded in another instance and found that the access rights were not bound.

Can anyone guide me on how to bind the access rights of a section dashboard.

Thank you

0 comments

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currency

currency rate

multi_currency

#BusinessProcess

7.16

Sales_Creatio_enterprise_edition

Currency Rate is not Updating

Pedro Pinheiro

20:17 Nov 27, 2020

Hi Community,

We have this situation, where we need to update every day our currency rates through a business process that we've already implemented. In this process, we receive the latest rate from our api and we create a new record in the CurrencyRate detail with that rate.

Objects: CurrencyRate, Currency.

As you can see in the print above, after we added the new record (inside red box), the "Taxa" field, didn't update. We want to know:

How can we solve this issue?
Is there any trigger that is executed when we insert a new record in this detail?

Thanks in Advance.

Best Regards,

Pedro Pinheiro

2 comments

Roman Rak

15:19 Nov 28, 2020

Hello Pedro,

Hope you're doing well.

To perform the mentioned business task your process needs to:

— read data from "Exchange rate" object, but not from "Currency" object or other objects (in this case the process will be triggered by adding records to the "Exchange rate" object);

— read the exchange rate that is set for your currency and that has "End" (on your screenshot it's "Fim") column value set as NULL (meaning currently active exchange rate).

Also, you can use web services for updating daily rate currency. For example, "https://fixer.io/"web service, which we recommended to use in one of our articles:

https://academy.creatio.com/docs/user/no-code_customization/web_service…

In the following link, you can find the way of implementation of the mentioned web service:

https://academy.creatio.com/docs/user/no-code_customization/web_service…

General information on how to work with currencies can be found here:

https://academy.creatio.com/docs/user/platform_basics/user_interface/wo…

Best regards,

Roman

Luis Tinoco Azevedo

11:46 Nov 30, 2020

Roman Rak,

Hi Roman,

I'm working together with Pedro on this issue and we found the problem.

As we bounded the data of "currency" table from pre-prod to prod environment, the exchange rate was filled in in the "Rate" column with the last value in the prod environment.

Once in the prod environment we have deleted the values in the "Rate" column, the currency table is working as expected.

Thanks for the help,

Luis