ExcelReportBuilder
local instance
7.15
Sales_Creatio_enterprise_edition

Hi everyone,

 

I'm having trouble installing the Excel Reports application ( https://marketplace.creatio.com/app/excel-reports-builder-creatio ) on my local machine.

Everytime, I tried to add the Excel Reports section to my workplace I got this error:

I've not gotten this error before, even after compiling the machine, logging out and clearing the cache, the error persists.

 

Thanks in advance.

 

Best Regards,

Pedro Pinheiro

 

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I get this often as well, always with this specific add-on (the Excel reports package). I always play around with it and eventually get it to work where I can add it to a workspace, but never really sure how to get it to work. Hoping to se reply on this.

Hi Pedro,

please specify the Creatio product and version to reproduce the issue. Try to add first any basic section to the workplace and after that the 'Excel reports' section. 

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custom quick filters
detail
7.15
Sales_Creatio_enterprise_edition

Hi everyone,

 

I would like to know how can i add quick filters for a detail, like the ones used for section pages. (check print bellow)

 

I've tried to implement this Quick Filter in the same way i implemented the section pages one, without success.

 

 

 

File attachments
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1 comments

Hello Pedro,

 

Similar questions were previously reviewed on the Community here https://community.creatio.com/questions/quick-filters-detail and here https://community.creatio.com/questions/prefilter-detail-grid-page-load. Please use these articles I've mentioned so to resolve your business task.

 

Best regards,

Oscar

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dashboard
7.15
Sales_Creatio_enterprise_edition

In dashboards, I can sort only by grouping field or by it's result:

 

When I sort by grouping field I get a meaningless order:

The lookup field I group by:

I want to sort it by the Days start value. So the expected order would be the following:

Is there a way to sort by a particular field?

 

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1 comments

Hi Yuriy,



Unfortunately, there's no possibility to sort by a particular field in Creatio dashboards now.



Our R&D is already working on improving the dashboard customization so the advanced sorting might be implemented in future releases.



Thank you.

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7.15
Sales_Creatio_enterprise_edition

Hi everybody,

 

Is there a way to apply CSS styles for this type of Dashboard?

I want to change the color of the field represented in the screenshot above, but I couldn't find the right methods to do it. Any idea on how to implement this?

 

Thanks in advance.

 

Best regards,

Pedro Pinheiro

 

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Hello Pedro,

 

Unfortunately, it is not possible to add the custom CSS styles to the dashboards. You can only create the custom widget that will may the  custom CSS styles. More details can be found here https://academy.bpmonline.com/documents/technic-sdk/7-12/adding-custom-dashboard-widget?document=&_ga=2.12020211.678650190.1567427398-650750588.1567427398

 

We already had similar requests from multiple customers, therefore this possibility will be available in the future application versions only.

 

Best regards,

Oscar

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7.15
Sales_Creatio_enterprise_edition

Inside business process, I've got a task to pick the Account with largest total amount of its Invoices. It can't be performed by simply choosing a field. And making custom field "Total Amount" and updating it on products change seems awkward to me.

Is there a better way?

 

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Best reply

Dear Yuriy, 

 

The best option would probably be creating a new field on Account and recalculate it when the new invoice is added. Alternatively, you can loop through all accounts in a process and calculate this number for all of them in a script task, but this wouldn't be an optimal solution. 

Can try reading the invoice object first and then take account id from there and read the account. So while you are reading the invoice, you can sort using the amount.

Dear Yuriy, 

 

The best option would probably be creating a new field on Account and recalculate it when the new invoice is added. Alternatively, you can loop through all accounts in a process and calculate this number for all of them in a script task, but this wouldn't be an optimal solution. 

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data binding
7.15
Sales_Creatio_enterprise_edition

we upgraded on on-prem sales creatio to 7.15.2 and now the GlbDataBinding application fails upon installation.

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3 comments

Dear Kumar,

 

During the installation process the application is compiled. If the application cannot be compiled due to some errors, not related to the GlbDataBinding tool, the installation process will fail as well. Therefore, please make sure you can compile the application without any errors and after that install the marketplace package.

 

Regards,

Dean 

Dean Parrett,

 

I did that and for reason I keep getting this error. Any thoughts?

Kumar,

 

Try to delete the installed marketplace package, compile the whole system and re-install the GlbDataBinding package again.

That should help.

 

Regards,

Dean

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websocket
console
Error Message
error
socket
Client-side
client code debugging
7.15
Sales_Creatio_enterprise_edition

I am facing issues with the console flooded with the web-socket errors.

I don't know which element is bugging it.

Because of this sometimes I have to hard reload (empty cache) 3 to 5 times to do my configurations of view any record after some changes in section wizard or in any object.

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Best reply

This is due to the telephony integration being turned on by default in new systems, but not set up to connect to a phone system. To get rid of all that chatter in the console, go into your profile (by clicking the person icon in the top right corner, then select "Your profile". Once there, click the "Call center parameters setup" button and check the box to "Disable phone integration". Once you log out and back in again, all of that chatter and WebSocket errors in the console will be gone.

Ryan

This is due to the telephony integration being turned on by default in new systems, but not set up to connect to a phone system. To get rid of all that chatter in the console, go into your profile (by clicking the person icon in the top right corner, then select "Your profile". Once there, click the "Call center parameters setup" button and check the box to "Disable phone integration". Once you log out and back in again, all of that chatter and WebSocket errors in the console will be gone.

Ryan

Hey Ryan,

It worked.

Thanks for the help.

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7.15_()
-Sales_Creatio
enterprise_edition_()

By using 'this.get("xxx").value' and 'this.get("xxx").displayValue' in the page edit code, it is possible to get the id and Name of a lookup item. Is there a way to access the value of the Description column too ?

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The only way I can think of to get the description is to first get the lookup item Id, then use an EntitySchemaQuery to get the description from the lookup object.

Something like this:

// get account type. then use an esq to get the 
// description for the selected type
 
var accountType = this.get("Type");
 
var esq = Ext.create("Terrasoft.EntitySchemaQuery", {
    rootSchemaName: "AccountType"
});
esq.addColumn("Description");
esq.getEntity(accountType.value, function (result) {
    if (result.success) {
        var desc = result.entity.values.Description;
        console.log("Description is: " + desc);
  }
}, this);

I have an article on the basics of using EntitySchemaQuery, if needed, here: https://customerfx.com/article/an-introduction-to-performing-client-side-queries-using-entityschemaquery-in-creatio-formerly-bpmonline/

Ryan

It's possible to add the "Description" column of a lookup object by setting columns property of "lookupListConfig". There is an example for "Type" lookup below:

     attributes: {

            "Type": {

                lookupListConfig: {

                    columns: ["Description"]

                }

            }

        }

After that you can get "Description" column value by using  this.get("Type").Description

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Read Data
script task
7.13_()
-Sales_Creatio
enterprise_edition_()

Hello,

I tried the script task to read multiple records as below:

EntityCollection entities = Get("MyEntity");

var result = new Collection();

foreach(Entity entity in entities) {

                var productName = entity.GetTypedColumnValue("Name");

                string temp = productName.ToString();

                result.Add(temp);

                }

string displayValue = result.ConcatIfNotEmpty(",");

Set("UsrLatestOrderProduct", displayValue);

return true;

But, here I'm getting below errors:

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Dear Riddhi,

 

The issue happened due to the incorrect using of generic methods (Get<T> and GetTypedColumnValue<TResult>) and generic type (Collection<T>). In order to resolve the issue you should add the type argument for every generic construction in the code. Please see the example of the code:

 

EntityCollection entities = Get<type>(“MyEntity”);

var result = new Collection<type>();

var productName = entity.GetTypedColumnValue<string>(“Name”);

 

Please find additional information in the article by the link below:

 

https://academy.creatio.com/documents/technic-bpms/7-15/script-task-process-element

 

Best regards,

Norton

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7.15_()
-Sales_Creatio
enterprise_edition_()

Hi Team,

 

I can't find any working example of js to get attachments related to entity and convert it to base64.

The case we are try to achive is display pdf on one of tab as a iframe. All code works when i put "pdf base64" directlly to the code but i would like to get this pdf from attachment ..

The content of the body looks as example:

"data:application/pdf;base64,JVBERi0xL..."

Solution we used is based on:

https://academy.creatio.com/documents/technic-sdk/7-13/integration-third-party-sites-iframe

Do You have any suggestion ?

 

Regards,

Marcin Kott

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Please feel free to use the example how to get a pdf file in Creatio and convert it to base64 format:

 

Ext.Ajax.request({

                        url: getFileURL,

                        method: "GET",

                        autoAbort: false,

                        binary: true,

                        documenttype: "application/pdf",

                        headers: {

                            "Content-Type": "application/pdf"

                        },

                        success: function(result) {

                            var byteArray = result.responseBytes;

                            var len = byteArray.byteLength;

                            var pdfData = "";

                            for (var i = 0; i < len; i++) {

                                pdfData += String.fromCharCode(byteArray[i]);

                            }

                            pdfData = window.btoa(pdfData);

                        

                        },

                        failure: function(error) {

                        },

                        scope: this

                    });

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