Hi Everyone,

I want to show the filter field always like this, do you guys have any solution?

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Hello,



Regarding your first filter on the picture - once filter for Class of Business is added to the section, the assigned value would be fixed despite of jumping to other sections in Creatio, since it is stored in SysProfileData table.    

In order to add your second quick filter to the [Premium Register] section, you should create a replacing schema of the [Premium Register] section and add your quick filter which will filter records by Policy Number.  

You can find useful information regarding adding quick filters to the section on this link https://academy.creatio.com/docs/developer/elements_and_components/basi…

 





Best Regards,

Tetiana Bakai

Tetiana Bakai,

 

do you have idea for quick filter for string type?

Fransetya Alfi Syahrin,

 

Please provide the business task that is followed by creating such a functionality? To activate a string type filter two buttons should be pressed:

 

1) "Filter" context menu

2) "Add filter" button

 

Also why can't you create a dynamic folder in case you need to access some filtered data on a regular basis?

 

If you need to develop such functionality you need to look at the showSimpleFilterEdit function and its call in the CustomFilterViewModelV2. We don't have a ready solution and you need to develop it on your own.

 

Best regards,

Oscar

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Hi community,

 

Is it possible to filter a Lookup field type "Selection window" with a ESQ query? I need to use a ESQ query with some logical operators to filter the result of the lookup window.

 

 

I Know how to do that with lookup field type "List" but it not works with lookup type "Selection window".

 

Thanks,

 

Tiago Pierine

 

 

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Hello Tiago,

I have an article on that topic here https://customerfx.com/article/filtering-lookups-in-creatio-formerly-bp…

Hope this helps,

Ryan

Hello Tiago,

I have an article on that topic here https://customerfx.com/article/filtering-lookups-in-creatio-formerly-bp…

Hope this helps,

Ryan

Hi Tiago,



Ryan's link indeed contains a good example for filtering lookups in Creatio. Please perform few tests using the article provided above.



Best regards,

Tatiana

Hi Ryan,

Your suggestion worked perfectly, thank you very much.

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Running compleateExecution on PreConfigured page i get an error



2021-06-17 11:18:07,964 [366] ERROR ZARZĄDZANIE NT\SYSTEM Terrasoft.Web.Common.ServiceModel.ErrorHandler HandleError - AssemblyQualifiedServiceName = [Terrasoft.Core.ServiceModel.ProcessEngineService, Terrasoft.Core.ServiceModel, Version=7.17.2.1728, Culture=neutral, PublicKeyToken=edaadfbc3b0bb879]

System.NullReferenceException: Object reference not set to an instance of an object.

   at Terrasoft.Core.ServiceModel.ProcessEngineService.GetSchemaParameterValues(UserConnection userConnection, BaseProcessSchemaElement baseSchemaElement, IEnumerable`1 completeParameters)

   at Terrasoft.Core.ServiceModel.ProcessEngineService.CompleteExecuting(CompleteExecutingRequest request)

   at SyncInvokeCompleteExecuting(Object , Object[] , Object[] )

   at System.ServiceModel.Dispatcher.SyncMethodInvoker.Invoke(Object instance, Object[] inputs, Object[]& outputs)

   at System.ServiceModel.Dispatcher.DispatchOperationRuntime.InvokeBegin(MessageRpc& rpc)

   at System.ServiceModel.Dispatcher.ImmutableDispatchRuntime.ProcessMessage5(MessageRpc& rpc)

   at System.ServiceModel.Dispatcher.ImmutableDispatchRuntime.ProcessMessage11(MessageRpc& rpc)

   at System.ServiceModel.Dispatcher.MessageRpc.Process(Boolean isOperationContextSet)

2021-06-17 11:18:26,697 [358] ERROR ZARZĄDZANIE NT\SYSTEM Terrasoft.Web.Common.ServiceModel.ErrorHandler ProvideFault - Object reference not set to an instance of an object.

System.NullReferenceException: Object reference not set to an instance of an object.

   at Terrasoft.Core.ServiceModel.ProcessEngineService.GetSchemaParameterValues(UserConnection userConnection, BaseProcessSchemaElement baseSchemaElement, IEnumerable`1 completeParameters)

   at Terrasoft.Core.ServiceModel.ProcessEngineService.CompleteExecuting(CompleteExecutingRequest request)

   at SyncInvokeCompleteExecuting(Object , Object[] , Object[] )

   at System.ServiceModel.Dispatcher.SyncMethodInvoker.Invoke(Object instance, Object[] inputs, Object[]& outputs)

   at System.ServiceModel.Dispatcher.DispatchOperationRuntime.InvokeBegin(MessageRpc& rpc)

   at System.ServiceModel.Dispatcher.ImmutableDispatchRuntime.ProcessMessage5(MessageRpc& rpc)

   at System.ServiceModel.Dispatcher.ImmutableDispatchRuntime.ProcessMessage11(MessageRpc& rpc)

   at System.ServiceModel.Dispatcher.MessageRpc.Process(Boolean isOperationContextSet)

2021-06-17 11:18:26,697 [358] ERROR ZARZĄDZANIE NT\SYSTEM Terrasoft.WebApp.FileWebEventProvider RaiseInternal - Date: 17.06.2021 11:18:26

Date (UTC): 17.06.2021 09:18:26

Exception Message: Object reference not set to an instance of an object.

Exception Type: System.ServiceModel.FaultException`1[System.NullReferenceException]

Exception Source: 

Exception Stack Trace:



SessionID: zl3nd5bqp5z5fgexzrdibnle

Request URL: /0/ServiceModel/ProcessEngineService.svc/CompleteExecuting

Request Path: /0/ServiceModel/ProcessEngineService.svc/CompleteExecuting

Request UrlReferrer: http://localhost:81/0/Nui/ViewModule.aspx

Request Type: POST

User Agent: Mozilla/5.0 (Windows NT 10.0; Win64; x64) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/91.0.4472.106 Safari/537.36

User Host Address: ::1

User: Supervisor

Is Authenticated: True

Authentication Type: Forms

Is Secure Connection: False

Application Version: 7.17.2.1728

Application Path: C:\Creatio_7_17\Terrasoft.WebApp\

Application Virtual Path: /0

Application Trust Level: Full

Machine Name: DCG-249

Is Local: True

Process ID: 15220

Process Name: w3wp.exe

Process Account Name: ZARZĄDZANIE NT\SYSTEM

Thread Account Name: ZARZĄDZANIE NT\SYSTEM

OS Version: Microsoft Windows NT 10.0.19042.0

Net Framework Version: 4.0.30319.42000

DBExecutor Type: MSSqlExecutor







the request is: 

{collectExecutionData: true, processElementUId: "05ea0041-ae68-4465-a0d0-c7582ab6c03f"}

URL

http://localhost:81/0/ServiceModel/ProcessEngineService.svc/CompleteExe….



Any ideas?



Regards

Tomek

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Dear Tomasz,



Could you please elaborate more on after what actions do you receive this error?



Thank you in advance.



Best Regards,

Ivanna Yatsura

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I am currently trying to create a business process that will send a reminder email out every 48 hours if a client has not filled in a specific section (Legal Business Name) in their client portal. I have it set to read the case info and then form data and after that I have it set to 'Read the first record in the selection', the appropriate section chosen, and then filter records by 'Legal Business Name is not filled in'. From there I know I will need two flows - one to go to terminate if it is filled in and one to go to the reminder email, the repeat, and then the terminate once filled in. How do I format these two flows? Do I have the appropriate thing selected (read the first record in the selection)? Is there something more I am missing?

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Andie, 



Let's say your ReadData element is called "ReadCase"

To fulfill your task you need to create a  default flow with the email being sent to the client. 

The second flow should be a  conditional flow leading to Terminate , with  the condition being:

[#ReadCase.First item of resulting collection.Id#] == Guid.Empty 

It means that there were no records meeting that condition. 

 

Best regards,

Yurii. 

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Hi community!

 

I'm trying to set up a call to a web service (the built-in no-code approach), which uses a custom HTTP header for authentication called 'X-API-KEY'.

 

I haven't found a way to add a header to the web service via the UI. Is there some way to achieve this?

 

Thanks,

Robert

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Hi Robert, 

 

Usually such operations is performed by using OData: 

 

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



https://documenter.getpostman.com/view/10204500/SztHX5Qb?version=latest

 

Please also check out this articles to find some useful tips: 

 

[Call web service] process element -

 

https://academy.creatio.com/docs/user/bpm_tools/process_elements_refere…

 

API Keys - 

 

https://swagger.io/docs/specification/authentication/api-keys/

 

 

Regards, 

 

Bogdan L.

 

 

 

Hi Bogdan,

thanks for the answer!

However, that's not quite what I was looking for ;)

 

I know of OData and how to use it. Unfortunately, the 3rd party service doesn't support it.

What I'm looking for is actually a way to add custom headers to HTTP requests when calling external web services via business processes.

 

I know I could use a script task and program it myself, but I was wondering if it also worked when using the standard web service integration.

 

Thanks,

Robert

Robert Pordes,

 

Actually we don't have practical examples of such implementation. 

 

So in this case as you said you may use a script task to achieve required result. 

 

Probably the link of how to Run business process via web-service will be also useful for you:

 

https://academy.creatio.com/docs/developer/front-end_development/creati…

 

Thank you! 

 

Regards, 

 

Bogdan L.

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Can you provide an example of using the Process File element with a Process Parameter as the source of the file?    Is the parameter value a file name?  If so, from what system?

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Hello,

 

Can you please share the whole idea of your process? What is the business task you want to achieve?

 

Thank you.

Regards,

Dean

I would like to be able to create a new Knowledgebase article in a process.  It appears that I can save the file to a "File and Link of Knowledgebase", but I don't see a way to get the file into the system.

Thank you.

 

It is not possible to generate file out of nothing. The file can be only based on something, let's say on some existing file. This can be used for copying files from one record to another. If you want to generate the article based on some other record, you may try to create a printable report with macros and after that generate the report in the knowledge base article record, it its attachments.

Here is the example of this logic. I generate printable report based on my contact on the files detail in the knowledgebase article:

 

Regards,

Dean

I don't expect to create a file out of nothing.  I am trying to get similar behavior to uploading a file for a new article in the Knowledge Base Section.  A printable does not work, it needs to support any file type.

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The system is not respecting the price list registered for the account. I currently work with more than five price types for the same product.

The price list was registered and linked to the specified account, but when starting a new order for the account, it does not load the value referring to the list, but a base value.

 

Would have any tips or step by step to check this situation.

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Dear Alisson,



As we can see, you created a support case on this matter - 0998614 and we provided you with a reply:



This logic developed by our project team developers on your website. We are looking into it and will get back to you with the solution soon.

 

Thank you.



Best Regards,

Ivanna Yatsura.

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Hi everyone

how i should add a enum property from my object using the web integration tool?.

Thi is the object (ContactCardWS_Filter) with the enum property (ContactCardWS_Fields)

    [System.CodeDom.Compiler.GeneratedCodeAttribute("System.Xml", "4.7.3221.0")]
    [System.SerializableAttribute()]
    [System.Diagnostics.DebuggerStepThroughAttribute()]
    [System.ComponentModel.DesignerCategoryAttribute("code")]
    [System.Xml.Serialization.XmlTypeAttribute(Namespace="urn:microsoft-dynamics-schemas/page/contactcardws")]
    public partial class ContactCardWS_Filter {
 
        private ContactCardWS_Fields fieldField;
 
        private string criteriaField;
 
        /// <remarks/>
        public ContactCardWS_Fields Field {
            get {
                return this.fieldField;
            }
            set {
                this.fieldField = value;
            }
        }
 
        /// <remarks/>
        public string Criteria {
            get {
                return this.criteriaField;
            }
            set {
                this.criteriaField = value;
            }
        }
    }
 
    public enum ContactCardWS_Fields {
 
        /// <remarks/>
        No,
 
        /// <remarks/>
        Name,
 
        /// <remarks/>
        Type,
 
        /// <remarks/>
        Company_No,
 
        /// <remarks/>
        Company_Name,
 
        /// <remarks/>
        IntegrationCustomerNo,
 
        /// <remarks/>
        Search_Name,
 
        /// <remarks/>
        Salesperson_Code,
 
        /// <remarks/>
        Salutation_Code,
 
        /// <remarks/>
        Organizational_Level_Code,
 
        /// <remarks/>
        Last_Date_Modified,
 
        /// <remarks/>
        Date_of_Last_Interaction,
 
        /// <remarks/>
        Last_Date_Attempted,
 
        /// <remarks/>
        Next_Task_Date,
 
        /// <remarks/>
        Exclude_from_Segment,
 
        /// <remarks/>
        Privacy_Blocked,
 
        /// <remarks/>
        Sent_to_CRM,
 
        /// <remarks/>
        Minor,
 
        /// <remarks/>
        Parental_Consent_Received,
 
        /// <remarks/>
        Address,
 
        /// <remarks/>
        Address_2,
 
        /// <remarks/>
        Post_Code,
 
        /// <remarks/>
        City,
 
        /// <remarks/>
        County,
 
        /// <remarks/>
        Country_Region_Code,
 
        /// <remarks/>
        ShowMap,
 
        /// <remarks/>
        Phone_No,
 
        /// <remarks/>
        Mobile_Phone_No,
 
        /// <remarks/>
        E_Mail,
 
        /// <remarks/>
        Fax_No,
 
        /// <remarks/>
        Home_Page,
 
        /// <remarks/>
        Correspondence_Type,
 
        /// <remarks/>
        Language_Code,
 
        /// <remarks/>
        Job_Title,
 
        /// <remarks/>
        Currency_Code,
 
        /// <remarks/>
        Territory_Code,
 
        /// <remarks/>
        VAT_Registration_No,
    }

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Hi Carlos,

 

The value should be passed as a string so you need to use the string parameter. Also you can run a couple of tests and identify which data type to use in practice.

 

Best regards,

Oscar

Hi Carlos,

 

The value should be passed as a string so you need to use the string parameter. Also you can run a couple of tests and identify which data type to use in practice.

 

Best regards,

Oscar

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When I create a new account, I would like to create an organizational role with the same name as the account.  Later, when linking contacts to the account, I would like to add them to that role.  I want to do this in business processes, presumably in User Tasks.  Can you point me to relevant classes/api's?

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Hello Glenn,

 

Hope you're doing well.

 

If I understood your task correctly you can reach your goal by using the Business Process. To add the organizational role via a business process please create a process that could contain the "Add data" process element with the following parameters:

 

 

As a result the organizational role will be created:

 

 

About the second part of the question: you can do this with the "Add data" element as well by adding data to "User in roles" object with columns "User" populated as an ID of the user (Reading data from the object "User in roles") and "Role" populated as an ID of the role ('Reading data' also from the object "User in roles"). Also you can  try to use [SysAdminUnit] table. It contains Users, Roles and Contact references.

 

Best regards,

Roman

Roman Rak,

Thanks, this looks like it will do what I need.  One question.  You set the value of Type = 1 for the System Admin Unit.  Are the possible values documented anywhere?

Roman Rak,

One additional question.  The purpose of this application is to provision a new customer and its users.  The last step I would like to do is grant licenses to the newly created users.  Is that possible?

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Hello!

 

Currently our cases aren't pulling any of the information that they should be from the account. When a case is open, instead of showing the case number at the top, it shows Case #undefined: undefined . In the case section, all of the information is still there. Any idea what is happening and how to fix it?

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Hello Andie,

 

There was most likely some code added to CasePage or CaseSection schemas  that has some mistakes or errors. As the result the case page is not properly loaded.

Try to debug their code for any errors.

 

if there is still no success - try to contact support@creatio.com for assistance. It is not possible to give you the answer within this community thread. It is necessary to have a closer look into the schema code on your website. 

 

Regards,

Dean

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