Service Creatio enterprise edition

Service_Creatio_enterprise_edition

7.18

Custom Detail Section in Portal Case Page - how to get to detail setup for page?

20:39 Dec 15, 2021

Hello,

I have used the Portal Case Section Wizard to successfully create new tabs and custom fields in the Case Entity for Portal Users. I have also created a new custom detail based on creating a new object on one of these tabs. What I am not clear on is how can I now get to the Detail Setup for this new custom detail? Normally of course we get there by going to an existing record and entering detail setup there, but this is not possible for a Portal User to do. I looked in the Advanced Settings (DEV) page but the objects created don't seem to get me to the detail setup. I also am curious how one then can setup the columns setup for all portal users for this detail one the page is created. Any help would be most appreciated :)

Cheers,

-Scotty Chapman

2 comments

Bogdan

17:34 Dec 16, 2021

Hello Scotty,

To modify the fields in the detail. Please follow the nest steps:

1. Open the page in the section wizard and click on the edit icon:

2. Click on the edit icon to open the detail wizard:

3. Chose the "page" tab to edit the field:

As for your second question, unfortunately, there is no such functionality in our system that allows saving column setup for all users.

Best regards,

Bogdan

Scotty Chapman

19:27 Dec 16, 2021

Bogdan,

Hi - thanks so much, that did the trick. Appreciated!

-Scotty Chapman

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Service_Creatio_enterprise_edition

7.18

oData

Error(500)

Updating a column value via OData return error (500)

Antoine Gilliéron

15:40 Nov 04, 2021

Hello

I am updating the unsubscribe column data on Contact records with a php script.

Since a few days i get an error 500 when updating value in Contact: {"DoNotUseEmail":"true"}

When trying the request in postman, I get error 500 the first time, if I immediatly trying a second time it just works.

Using the same php script on a test environment doesnt give me this error.

2 comments

Oleg Drobina

16:25 Nov 04, 2021

Hello Antoine,

Is the application hosted in the cloud or locally?

Best regards,

Oscar

Antoine Gilliéron

17:20 Nov 04, 2021

Hello Oscar the application is hosted locally (On premise). Also updating other detail column in the same script is working fine. I suspect a database error and plan to do a Generate all-compile all-webApp restart tonight.

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Service_Creatio_enterprise_edition

How to remove a button for recently viewed records from Portal

Anna Stolichnova

12:53 Sep 16, 2021

Hi Community,

We use an add-on https://marketplace.creatio.com/app/recently-viewed-records-creatio

It adds a button to the notification panel:

Could you please advise on how not to display this button on Portal?

Thank you in advance,

Best regards,

Anna

3 comments

Best reply

Ryan Farley

17:09 Sep 16, 2021

Hello Anna,

I am the developer of this add-on. This has already been fixed in current version of the add-on, please update to the newest version in the marketplace and it should resolve the issue. If it does not, let me know.

Thanks,

Ryan

Bogdan

15:46 Sep 16, 2021

Hi Anna,

Please contact the developer of this add-in: customerfx.com who will assist you on this matter.

Best regards,

Bogdan

Ryan Farley

17:09 Sep 16, 2021

Hello Anna,

Thanks,

Ryan

Anna Stolichnova

17:51 Sep 16, 2021

Thank you, Ryan!

It works fine after upgrade to the newest version of the add-on.

Best regards,

Anna

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case

Service_Creatio_enterprise_edition

Where do I change the structure of the subject line for emails sent from a case

Rick Emery

23:42 Jul 08, 2021

Need to change the subject lines for emails sent from a Case. Either:

- allow the agent to enter their own subject or

- allow us to restructure the elements of the subject line

3 comments

Tetiana Bakai

14:38 Jul 12, 2021

Hello Rick!

In order to change the subject lines for emails sent from a Case it is necessary to replace EmailMessagePublisherPage model in Configuration and in setListenerEmailData method to set the value of "IsTitleEnabled" to true. Please check the attached image with the solution to this problem.

Best Regards,

Tetiana Bakai

Rick Emery

15:52 Jul 12, 2021

Thank you

Chris Isbell

16:17 Jul 22, 2021

Tetiana Bakai,

That worked for being able to actually edit the subject line, but when the email gets sent, any changes made to the subject line are discarded and the default subject line is used regardless. Do you know how to change that?

Thanks!

Chris

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getAddRecordButtonVisible

activitydetail

Service_Creatio_enterprise_edition

7.17

getAddRecordButtonVisible doesn't works on a detail with Activities object

NCS.JulioFalcon

02:03 Jun 01, 2021

Dear colleagues,

I have a detail using activities (activities of a custom type). Those activities are created just by a DCM and I don't want users add/delete or copy new ones manually. So in the detail schema I have this code in methods section:

// Disable add button
getAddRecordButtonVisible: function() {
	return false;
},

// Deshabilita operaciones nuevo registro
addRecordOperationsMenuItems: function() {
	return false;
},

This works to other details, but to this detail having ACTIVITIES doesn't work, why?

Some ideas how to solve this?

Thanks in advance

Regards

1 comments

Oleg Drobina

13:32 Jun 01, 2021

Hello Julio,

Please specify how was this detail created, which schemas were specified as a parent schema for the detail edit page and the detail schema itself. Also where is this detail located and which buttons do you want to hide.

Thank you!

Best regards,

Oscar

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Service_Creatio_enterprise_edition

7.12

Compile after Installing package

ayman

11:50 May 28, 2021

Hello,

we are not able to compile the application after installing our package to a new dev environment, however it is working well on other dev environments.

knowing that, we tried to generate all items and got hte following error :Error

Unable to generate source codes for the following schemas:

then compile all items and got the following error : Error

Dependency 'StProcess3ST_Package4' of package 'ST_Package' was not found. Search path: C:\CRM\Dev\Terrasoft.WebApp\Terrasoft.Configuration\Autogenerated\Src\StProcess3ST_Package4.ST_Package_Entity.cs

1 comments

Olga Avis

18:14 May 28, 2021

Hello!

Please, execute the UpdateWorkspaceSolution operation and try to perform the compilation once again.

More detailed information about the parameters of the WorkspaceConsole utility can be found in the Deployment - WorkspaceConsole parameters Academy article.

Best regards,

Olga.

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ExcelReportBuilder

Service_Creatio_enterprise_edition

7.17

Custom Report download contains which date format?

Charles Cushing

20:00 May 06, 2021

Hi all. I have created some custom reports and exported them as xlxs. I am looking at the DATE data from Creatio objects that appear in the xlxs files.

What is the format used in the Date fields ?
What MS Excel function will display this data in a human readable format?

2 comments

Best reply

Ryan Farley

01:56 May 07, 2021

Hello Charles,

What you need to do is create a template for the Excel report. In the date columns, you can add cell formatting in any date format you'd like. Then upload the template for the Excel report and from then on the report will use the date format you specified in the template. I have a video tutorial of how to do this here: https://customerfx.com/video/using-templates-for-excel-reports-in-creat…

Ryan

Ryan Farley

01:56 May 07, 2021

Hello Charles,

Ryan

Charles Cushing

00:17 May 08, 2021

Perfect help, thank you

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marketplace

workingsdays

Service_Creatio_enterprise_edition

7.17

"Calculation of working days in business processes" doesn't add elements on User tasks

NCS.JulioFalcon

18:58 Apr 29, 2021

Dear colleagues

I'm install the app from market place on our demo instance on Creatio 7.17.4 and we cannot get the three user task elements provided we regenerate to source code and compile all but still cannot access to the elements:

Add business days, see it on https://prnt.sc/129ekv1
Get number of business days, see it on https://prnt.sc/129eml9

If I check on workspace explorer the elements were installed, see it on https://prnt.sc/129eoab

Please, your help

2 comments

Kirill Krylov CPA

15:08 May 06, 2021

Make sure the package you are trying to use this task in is later in the hierarchy than the one that includes the app.

NCS.JulioFalcon

16:43 May 06, 2021

Kirill Krylov CPA,

Thanks Kirill, so how can I put the package later in the hierarchy?, I install this app from Markertplace and always at this time, the installed apps where there they must, and I can use it on my app.

I add the GlbCalendarService to dependencies of my package, but give me an error and don't add the package.

I don't understand what means the error, it's:

[SchemaData] [NdosCity_cf0762fab99f4570bb86fca4525d8952]: Los datos no vinculados con el paquete conectado "Region" por columna "Region". Valor: "80a3e05b-9f40-481b-bdf4-92783464eeff"
[SchemaData] [NdosCity_cf0762fab99f4570bb86fca4525d8952]: Los datos no vinculados con el paquete conectado "Region" por columna "Region". Valor: "f07ed261-b5f5-4b4d-8ca1-cad14f10d105"
[SchemaData] [NdosCity_cf0762fab99f4570bb86fca4525d8952]: Los datos no vinculados con el paquete conectado "Region" por columna "Region". Valor: "3f75a4b2-8f1d-4acf-b4f2-ff1f323e722f"
[SchemaData] [NdosCity_cf0762fab99f4570bb86fca4525d8952]: Los datos no vinculados con el paquete conectado "Region" por columna "Region". Valor: "21eb5eed-e3d8-4f69-8355-54b47fb55472"
[SchemaData] [NdosCity_cf0762fab99f4570bb86fca4525d8952]: Los datos no vinculados con el paquete conectado "Region" por columna "Region". Valor: "82aeb1b8-4356-460a-803a-56752ee67d28"
[SchemaData] [NdosCity_cf0762fab99f4570bb86fca4525d8952]: Los datos no vinculados con el paquete conectado "Region" por columna "Region". Valor: "30633c2f-b1b7-43a0-ba87-ad0e9b41a852"
[SchemaData] [NdosCity_cf0762fab99f4570bb86fca4525d8952]: Los datos no vinculados con el paquete conectado "Region" por columna "Region". Valor: "fd3c973e-cc8f-4fff-afc0-fa1b6e069b10"
[SchemaData] [NdosCity_cf0762fab99f4570bb86fca4525d8952]: Los datos no vinculados con el paquete conectado "Region" por columna "Region". Valor: "593bb5bf-b292-4ba5-9a6c-7df15de9867d"
[SchemaData] [NdosNdosAreaInteres_e4cc10a999cd4bf9bd4e70a6232c41c7]: Los datos no vinculados con el paquete conectado "Account" por columna "NdosSede". Valor: "f3586895-1eb3-42e6-bb5e-2b0faf1d509d"
[SchemaData] [NdosNdosAreaInteres_e4cc10a999cd4bf9bd4e70a6232c41c7]: Los datos no vinculados con el paquete conectado "Account" por columna "NdosSede". Valor: "65854ef7-4a2d-4d26-aa83-cf15e8e9dd55"
[SchemaData] [SysModuleInWorkplace_SectionInWorkplaceManager_abf861927b964d3d9a52cfe9ad50a857]: Los datos no vinculados con el paquete conectado "SysWorkplace" por columna "SysWorkplace". Valor: "c479de27-c8e4-4f86-809c-0675810dabe5"
[SchemaData] [NdosNdosMetasAreaAcademica_8306f750bbb3466baf7599645f24b08d]: Los datos no vinculados con el paquete conectado "Account" por columna "NdosSede". Valor: "f3586895-1eb3-42e6-bb5e-2b0faf1d509d"
[SchemaData] [NdosNdosMetasAreaAcademica_8306f750bbb3466baf7599645f24b08d]: Los datos no vinculados con el paquete conectado "Account" por columna "NdosSede". Valor: "65854ef7-4a2d-4d26-aa83-cf15e8e9dd55"
[SchemaData] [SysModuleInWorkplace_SectionInWorkplaceManager_895ace1653ff4ef08c2e98761a673796]: Los datos no vinculados con el paquete conectado "SysWorkplace" por columna "SysWorkplace". Valor: "c479de27-c8e4-4f86-809c-0675810dabe5"
[Schema] [NdosNotificationOfMetionInCasesFeed]: El principal NotificationOfMetionInCasesFeed (BpmMentionInCasesFeed) no está accesible para el esquema NdosNotificationOfMetionInCasesFeed (Nodos_Inacap)
[Schema] [NdosAgilizSendEmailToUsersInRoleCustom1]: El principal AgilizSendEmailToUsersInRole (AgilizEmailToAllUsersInRoleVer1) no está accesible para el esquema NdosAgilizSendEmailToUsersInRoleCustom1 (Nodos_Inacap)
[Schema] [NdosAgilizSendEmailToUsersInRoleNodos_Inacap3]: El principal AgilizSendEmailToUsersInRole (AgilizEmailToAllUsersInRoleVer1) no está accesible para el esquema NdosAgilizSendEmailToUsersInRoleNodos_Inacap3 (Nodos_Inacap)
[Schema] [NdosAgilizSendEmailToUsersInRoleCustom2]: El principal AgilizSendEmailToUsersInRole (AgilizEmailToAllUsersInRoleVer1) no está accesible para el esquema NdosAgilizSendEmailToUsersInRoleCustom2 (Nodos_Inacap)

Also, I don't know in the new releases of Creatio how to see the tree of dependencies, I think is not any more available?

Thanks again

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Service_Creatio_enterprise_edition

7.14

Trigerring record's SavedStartMessage from back end

Iuliia Diakiv

16:31 Apr 26, 2021

Hello. Could you help us solve the next question:

We have process, that is triggered by SavedStartMessage, it works corrctly when relevant record is saved from UI (added or updated)

What we need to do - when saving some changes from code (other process) to thrigger this starting message. We tried next aproach, but it doesn't trigger required start message:

We also tried getting Entity by EntitySchemaQuery, changing some field and tehn saving changes, but it also didn't work.

Could you suggest some other approach?

3 comments

Oleg Drobina

12:57 Apr 27, 2021

Hello Iuliia,

You can also use the following code in your source code to call your process from it:

var manager = UserConnection.ProcessSchemaManager;
var processSchema = manager.GetInstanceByName("UsrProcess_bf15ef4");
var process = processSchema.CreateProcess(UserConnection);
process.Execute(UserConnection);

So in case your code completed its execution you can call the process using the code above and continue your business logic execution.

Best regards,

Oscar

Iuliia Diakiv

12:31 Apr 28, 2021

Oscar Dylan,

thanks for this suggestion, but there is a complication. This particula process is set up on the table as this:

So I actually fo not kno the name of it. Is it still possible to start it the way that you suggested

Thanks in advance!

Oleg Drobina

12:34 Apr 28, 2021

Iuliia Diakiv,

Event processes on objects also have their codes, please see the example:

So you can try using this name.

Best regards,

Oscar

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Service_Creatio_enterprise_edition

7.14

Налаштування Global search v.2.0.

Iuliia Diakiv

13:39 Feb 23, 2021

Доброго дня.

Під час виконання операції створення індекса виникає помилка 'Could not check index exists' . На скріншоті показано стек помилки. Чи можете порадити вирішення цієї проблеми

1 comments

Bogdan Spasibov

14:32 Feb 23, 2021

Hello,

Could you please post your topic here: https://community.terrasoft.ua?

I believe you will receive the answer much faster.

Thank you!

Best regards,

Bogdan S.

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