7.15_()
-Sales_Creatio
enterprise_edition_()

After creating a package, and adding a string in Contact section wizard, exported package to archive and now I am unable to view record in contacts.  when I select an individual record, I get a blank page with a blue CLOSE button.  Enormous console websocket errors.  Please help, I cannot move forward with certification assignment.

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Update, after compiling I got the screen back ... but he web socket errors have not stopped.  This is occurring on the sales creatio enterprise edition and is happening on my colleagues computer as well.

 

Hi Darlene,



Web socket errors are connected to Webitel telephony.

To get rid of these errors you have to delete the value from "default message exchange library" system setting.



Hope it will help you.



Thank you.



 

Thank you, that did work

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Filters
text
Sections
7.15_()
-Sales_Creatio
enterprise_edition_()

Hi,

I would like to know if its possible to create filters for sections, like the ones showned in "https://academy.creatio.com/documents/technic-sdk/7-15/adding-quick-fil…" but using strings/text and not lookups or dates? If yes, how can i do it?

Thanks in advance

Best Regards,

Pedro Pinheiro

 

 

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Dear Pedro,

 

Please see an example of creating filter using boolean type on the “CaseSection” schema https://prnt.sc/rhts16 https://prnt.sc/rhtstb https://prnt.sc/rhtt5x

 

Best regards,

Norton

Pedro - did you ever figure this out?  I'm trying to do the same thing.  Thanks!

Chris Isbell,

Hello Chris, can you please help me in figuring out, how to apply quick filter on String or Text Field? 

 

Actually, i have the same requirement to fulfill.

 

Best Regards,

Aakanksha Dixit

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7.15_()
-Sales_Creatio
enterprise_edition_()

Dear Team,

Is there a Look up for month and year together? Would you suggest creating one (auto generating Month-year) through a business process?

Thanks

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Hello,

There is no lookup which would have the years connected to months. You can create new object for it with the required columns and import such records. Here is the example of the lookup values http://prntscr.com/qu19a1

Regards,

Dean

Dean Parrett,

Thank you Dean. While we are still discussing about lookups could you please explain what are 

"Base Lookup with Value ( Base )" and where we can use them? Also is it possible that for example, I have a set of departments as a lookup. If a user selects the department, the department code must be displayed?

Thanks

Dear Shivani,

Base lookup it the system entity that is used to define you object as a lookup http://prntscr.com/quk8a1 When creating new object for lookup, you need to specify its parent object as 'Base lookup'. As for the departments lookup, you can use just the same approach as with Moth-Year lookup and use business rules. 

Regards,

Dean

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email templates
contacts
7.15_()
-Sales_Creatio
enterprise_edition_()

When in a list view, when a user hovers over a Contact name, they have shortcuts for call, email and task. When a user creates an email from the email shortcut, the Contact templates do not display.

What area is this for the macro so that we can copy the Contact templates and have them accessible when the Contact is open or when the user is viewing all Contacts in a list view.

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Dear Amy,

When clicking on this shortcut http://prntscr.com/qu37nj the new email designer has the option to select the template http://prntscr.com/qu3816http://prntscr.com/qu39b4

If for some reason you do not have this option or do not see the templates, we suggest you to contact our support team via support@creatio.com to look into the issue in your particular environment.

Best regards,

Dean

 

Dear Dean Parrett, this is exactly the section I'm referring to. We see the email icon, we see the template icon, but when we access it from this view the list is empty. How do I ensure the templates display here?



Thank you!

Amy

Dear Amy,

It is quite hard to say why you cannot see the records in the list. Therefore, it is better to approach the support team so that they could investigate the issue on your website.

Regards,

Dean

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#lookupListConfig
7.15_()
-Sales_Creatio
enterprise_edition_()

Hi Team,

How to configure control element binded to some text type field (non-lookup field) to works similar to drop-down list ?

 

What i would like to achive:

When user typing customer name system should check existing customers from Account object and suggest choose one of they from drop-down list.

In case when typed customer name wasn't chosen from suggested list or wasn't find system should keep typed value on field (not cleaned it after  changing focus or saving as is functionality of lookup field). 

I would like to implement this functionality on Lead mini-page in creation mode on Account field and Contact field.

 

Regards,

Marcin Kott

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Dear Marcin,

Unfortunately, we do not have any ready examples of the required functionality. However, there is the “To” field in the “Email” tab from Actions Dashboard https://prnt.sc/qon7l5 . This field has the “text” type, can be filled from the lookup and is not cleaned after changing focus. Please take a closer look at this field.

The field is located in the “EmailMessagePublisherPage” schema and has the “Recipient” name https://prnt.sc/qoni6a

 If you have any further question, please contact technical support.

Best regards,

Norton

do you mean like this?

if I'm right, check "AccountMiniPage" Enrichment package and "CompaniesListHelper" for example.

Hi again,

First solution was not enought because i need click on lookup button and search again same text.

Second solution was my thought to, but afraid complexity of modification. But finally decided to go this way and it's works perfect.

Thank You

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7.15_()
-Sales_Creatio
enterprise_edition_()

Dear Team,

How to create and manage different versions of a package using SVN? Do you recommend branching for efficient version control?

Thanks

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Dear Shivani,

Please find the information about managing package using SVN in the articles by the links below:

https://academy.creatio.com/documents/technic-sdk/7-15/subversion

https://community.creatio.com/articles/working-svn-bpmonline-platform

https://academy.creatio.com/documents/technic-sdk/7-15/version-control-system-built-ide

Coding in branches is a simple practice that keeps you and your work more organized. Branches let you easily maintain your “in-progress” work separately from your completed, tested, and stable code. Not only is this an effective way to collaborate with others, but it will also allow you to automate the deployment of updates.

Best regards,

Norton

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migration
Export Data
7.15_()
-Sales_Creatio
enterprise_edition_()

HI team,

 

Is there any tool or documentation around backing up Section and Details Data from a particular instance and Migrating it to Another Instance with Same Package.

Let us know.

 

 

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Dear Ashwath,

It is possible to bind data to a package. Then when you transferring the package to another instance, data will be moved too.  Please find more information about binding data to the package in the article by the link below:

https://academy.creatio.com/documents/technic-sdk/7-15/binding-data-packages

Please note that data binding can be used only on small volumes of data (less than 500 records). If you need to transfer large amount of data, it is better to use another data transfer approach. Please consider using excel import for it. Please find additional information about excel data import in the article by the link below:

https://academy.creatio.com/documents/base/7-15/excel-data-import

Best regards,

Norton

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dashboards
7.15_()
-Sales_Creatio
enterprise_edition_()

Hi

I wish to have within the Projects Dashboard a list of all activities and separately Project Tasks that are older than today and are not completed. This is straightforward, but means that within the Object selector I just needed to select Activities.

However, I presume because I am in a Project Dashboard and not Activity dashboard, the filters do not work, so I can then filter by one or more of my users.

I have reviewed the settings in advanced filters, but cannot find a way to filter an Activity or a Task Owner within the Project Dashboard. I really do not want to have such information within the Activities Dashboard, as this is data I would like to embed alongside Project data.

thanks

 

Mark

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Hi,

in case if you want to have a list of activities connected to Projects, you should choose the section "Project" in "How to associate with section data" detail as it is shown on the screenshot below:

Also, in case if you want to see all the activities, you just leave that detail blank as it is shown on the second screenshot:

If you have additional questions, please feel free to comment on this. Also, more information and screenshots on your query will be appreciated.



Thank you.

 

Hi Bohdan

Many thanks for your reply firstly.

Sorry, I should have stated that I had tried the Associate with section data settings, trying all available options within that list; project, id etc. 

While some of these have an effect, this effect simply removes all content and does not correctly filter according to the filter applied. I would have expected this to be the correct setting to make this function work, but sadly it does not. At least for me.

Could this be a bug or am I still doing something wrong?

Dear Mark,



There are no bugs related to filtering in the system.

It's hard to solve your issue in terms of Community.

Please email support@creatio.com with more detailed information and with screenshots of your filters so we could help you.



Thank you in advance.

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mobile
7.14_()
-Sales_Creatio
enterprise_edition_()

Hi,

I am trying to override a few methods in the MobileFileService class on Mobile as I need to replace the default logic of using the "FileService/GetFile" with a custom fetch logic from Sharepoint as we are using it as our document repository.

I have tried the below steps.

1) Created a new class and overrode the existing logic with the custom logic for Sharepoint.

Ext.define("Terrasoft.configuration.MobileFileServiceOverride", {
	override: "Terrasoft.FileService",
	alternateClassName: "Terrasoft.MobileFileServiceO",
	singleton: true,
	/*
	* @override
	*/
	getDownloadServiceUrl: function(config, schemaUId) {
		var serviceUrl = Terrasoft.ServiceHelper.getServiceUrl("FileService", "GetFile");
		var serviceUrlSP = "rest/SharepointService/File";
		var schemaName = config.fileRecord.self.modelName;
		if(schemaName === "CUSTOM"){
			return Ext.String.format("{0}/{1}/{2}", serviceUrl, schemaUId, config.fileRecord.getId());
		}
		else {
			return Ext.String.format("{0}/{1}/{2}", serviceUrlSP, config.fileRecord.getId(), schemaName);
		}
	}
});

  2) In the manifest file, I included the new class in the "CustomSchemas" attribute.

{
 
	"CustomSchemas": [
        "UsrMobileFileServiceOverride"
    ],
 
	"SyncOptions": {
		"SysSettingsImportConfig": [
			"DefaultMessageLanguage",
			"PrimaryCurrency"
		],
 
...
...
...
}

While debugging this using the emulator, I see that the method is not getting overridden. It still calls the older method. Am I missing a step here? Any help is deeply appreciated.

Thanks in advance...

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Hi,

This is resolved now. I actually missed another step. We also need to include the new class "UsrMobileFileServiceOverride" as a page extension for the object like opportunity, customer, etc in the manifest file under Models -> Opportunity/Customer -> PageExtensions.

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Business Process
7.15_()
-Sales_Creatio
enterprise_edition_()

Whar does "parameter link depth exceeded" mean ???

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3 comments

Hello Ricardo,

 

Did you get an answer for this?

Yosef,

unfortunately not...

Ricardo Bigio,

Yosef,

 

Got this message when tried to make circular reference. Parameter got value from process element's field and in the process element there was parameter in that field. When running, process tried to calculate field's value and got into recursion.

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