Dear Artak,

You can find the guide on how to add the new columns on a record page for all users here:

https://academy.creatio.com/documents/administration/7-15/how-configure-section-pages

Dean

Hello,

You can specify Displayed Value in configuration (System Designer -> advanced settings) in the object settings.

Best regards,

Angela

Hello Cristian,

When sending email automatically no activity record is created in the system, therefore this email can't be linked to a case as it is not in the system. That is why it doesn't allow you to bind any record to Send email element in advanced settings. As a workaround you can whether use manual send or send email from a script task. Here is and example:

https://community.bpmonline.com/questions/email-attachments-business-pr…

Best regards,

Oscar

Oscar Dylan,

Thank you Oscar.

I wanted to confirm that was the issue. I'll do a workaround.

Thanks again,

Cristian Galatan.

Hi Marcin,



Business process can communicate with the client side via Websockets. You can send a Websocket message to the page with the name of the tab that you want to open.



Here are the steps to follow:

1. Add usings in your business process https://prnt.sc/q6gknw:

Terrasoft.Configuration

Terrasoft.Messaging.Common

Newtonsoft.Json

2. Create a method under Methods tab:

 

public static void SendTabName(UserConnection userConnection, Guid recordId, string tabName) {
	string senderName = "TabSender";
	string message = JsonConvert.SerializeObject(new {
	    RecordId = recordId, 
	    TabName = tabName
	});
	 
	MsgChannelUtilities.PostMessage(userConnection, senderName, message);
}

3. Add process parameters RecordId and PageTabName.

4. Add a script task that invokes a method with message:

 

SendTabName(Get<UserConnection>("UserConnection"), Get<Guid>("RecordId"), Get<string>("PageTabName"));
return true;

5. Subscribe for the message on the page:

define("MyPage", [],
function() {
	return {
		entitySchemaName: "MyObject",
		methods: {
			init: function() {
				this.callParent(arguments);
				this.Terrasoft.ServerChannel.on(Terrasoft.EventName.ON_MESSAGE, this.onTabMessageReceived, this);
			},
			destroy: function() {
				this.Terrasoft.ServerChannel.un(Terrasoft.EventName.ON_MESSAGE, this.onTabMessageReceived, this);
				this.callParent(arguments);
			},
			onTabMessageReceived: function(sender, message) {
				if (message && message.Header && message.Header.Sender === "TabSender") {
					var result = this.Ext.decode(message.Body);
					if (this.get("Id") === result.RecordId) {
						this.glbSetActiveTab(result.TabName);
					}
				}
			},
			glbSetActiveTab: function(tabName) {
				this.set("ActiveTabName", tabName);
			}
		}
	};
});

Regards,

Dmytro

Dmytro Smishchenko,

Thank You for complete clarification. Its works.

Not exactly fit to my case but was useful to take forward my implementation and fix problem.

In my solution, process runs "Pre-configured page" task, so "Script task" runs  after this steps sends message but before load "Project edit page" back then i can't handle this message.

My final solution is setting sessionStorage variable on "Pre-configured page" init method and read and destroy this variable on "Project Page 2 edit" initTab method like this ..

	methods: {
			initTabs: function() {
				//this.callParent(arguments);
				if(sessionStorage.getItem("SetStructureTab"))
				{
					this.set("ActiveTabName", "StructureTab");
					this.set("StructureTab", true);
					sessionStorage.removeItem("SetStructureTab");
				}
				else{
					this.callParent(arguments);
				}

Regards,

Marcin Kott

Hello,

You can create business process that will empty this field when opportunity is created. Please note that in OOB system Owner field is required so you should disable this condition for the field before creating process.

Hi Angela,

Indeed, the opportunity is created from a satisfied lead (through a custom BP). The Owner field is already filled in when the opportunity is created.

By choosing Partner Sale type, the Partner field is displayed. When I select a Partner, the Owner field becomes empty and the choice is limited to the Partner's Primary Contact.

I need to remove this link between the Partner field and the Owner field. I want to keep the original Owner of the opportunity unchanged.

Dear Mohamed,

There is no filtration on the Parent field based by the Owner field in OOB version of the application. The only filter is by the account type itself (account type = partner). You can turn it off in the business rules in the section wizard (http://prntscr.com/q4u7xe). 

Dear Gokul,

You can set up the Change log for this purpose. Here is the guide how how to do it https://academy.creatio.com/documents/administration/7-15/change-log

You will be able to see who and when modified some particular fields. The only thing is that you will be able to track the changes only after the change log is set up. The changes made in the fields before the set up will not be visible. 

Best regards,

Dean

Thank you Dean :)

Dear Artur, 

You can bind a record of the <SectionName>Folder (e.g. ContactFolder) with the filter: name = "Your folder's name", and bind records from <SectionName>InFolder (e.g. ContactInFolder) with FolderId = Id of the folder chosen above. 

Here is an academy page for data binding: 

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

Best regards, 

Dennis 

Dear Artur,

We tried to reproduce the issue, however we were not able to face it. The system worked properly on our side. All columns were displayed correctly. Please see the screenshots below:

https://prnt.sc/pq0xhr

https://prnt.sc/pq0xpj

https://prnt.sc/pq0y30

Please try to compile the application.

For more detailed assistance, please contact technical support.

Best regards,

Norton

Maybe, first thing you did, inherited from 'base object', but then you thought this was wrong parent, changed it to 'Base lookup'. I had this issue.

I did this: 

Went to configuration, opened my object (in your case it's 'Validable lookup'), removed parent 'Base lookup', clicked anywhere in empty space, then picked 'Base object' as a parent object, removed it as well, clicked, and returned 'Base lookup' as a parent object again)) Saved, published and that worked for me.

Alex Zaslavsky, thank you much! It finally worked =)

Artur Shelekhov-Balchunas,

lol. I'm glad it helped.

Hello Shailey,

In the current version of the application there is no out-of-the-box feature that allows WhatsApp integration and our R&D team has a task to add this functionality in one of nearest versions.

Currently you can use this marketplace add that allows to integrate WhatsApp with bpm'online https://marketplace.bpmonline.com/app/beesender-operator-bpmonline.

Best regards,

Oscar

I am facing the same challenge :(

What if avoid using the "Managers" role and just create different roles for all groups: sales1, sales2, sales1managers, sales2managers, salesgeneralmanagers and so on? Give different access permissions to each of the groups and they will not see other data.

I had the same idea but this is not sustainable for the customer. All they want to do is to set the Manager of each person and by doing this create sort of a hierarchy. So each Manager can see the info from their own organisation below them without having to duplicate and maintain duplicate security details. 

It's a very hard and very complex structure. Once they create that access rights inheritance they will never figure out what exactly can see a specific group manager. 

In general, there are 2 access right groups: static and dynamic. 

Static: access to sections, operations, objects, columns, etc.

Dynamic: access to records.

You can specify static access rights even personally for each person. It's not hard.

If we're talking about dynamic access rights then you'll need to specify the pairs: created by -> give access to.

Just create a separate group for each manager, and create a separate group for each manager's employees.

Then specify Created by employeesGroup -> visible to managersGroup. 

Created by employeesGroup -> visible to managersGroupLevel2 

and so on for each level of hierarchy minus one. The latest level in hierarchy is "system administrators". They see everything by default.