Studio Creatio | Community Creatio

17:41 May 25, 2021

Hi Julio,

You can use this article as a reference on how to trigger the process from the client and pass process parameters to the process.

As for calling the process upon creating a new record - onEntityInitialized is not a good choice here since the process call will be triggered once the page is loaded for adding a new record, but not once all the data on the page is specified and the record should be saved. In our case it's better to use save function and overwrite its logic. For example in a following manner:

1) We have a UsrTestJSON object which is a section in the system and has UsrTestJSON1Page as an edit page.

2) UsrTestJSON object has following columns:

UsrTransType - Text (250 characters) data type column

UsrPolicyNumber - Text (500 characters) data type column

UsrTransTime - Time data type column

UsrTransDate - Date data type column

3) We need to call the custom process called "Test JSON page process" with the following schema once the record is saved upon creation:

Please note that the process code is Process_20340ad and the process parameter codes should be the same as process parameter names (as an example please see UsrTransType parameter declaration).

4) Add the following code to the UsrTestJSON1Page schema:

define("UsrTestJSON1Page", ["ProcessModuleUtilities"], function(ProcessModuleUtilities) {
	return {
		entitySchemaName: "UsrTestJSON",
		attributes: {},
		modules: /**SCHEMA_MODULES*/{}/**SCHEMA_MODULES*/,
		details: /**SCHEMA_DETAILS*/{
			"Files": {
				"schemaName": "FileDetailV2",
				"entitySchemaName": "UsrTestJSONFile",
				"filter": {
					"masterColumn": "Id",
					"detailColumn": "UsrTestJSON"
				}
			}
		}/**SCHEMA_DETAILS*/,
		businessRules: /**SCHEMA_BUSINESS_RULES*/{}/**SCHEMA_BUSINESS_RULES*/,
		methods: {
			callCustomProcess: function() {
                var usrTransType = this.get("UsrTransType");
				var usrPolicyNumber = this.get("UsrPolicyNumber");
				var usrTransDate = this.get("UsrTransDate");
				var usrTransTime = this.get("UsrTransTime");
                var args = {
                    sysProcessName: "Process_20340ad",
                    parameters: {
                        UsrTransType: usrTransType,
						UsrPolicyNumber: usrPolicyNumber,
						UsrTransDate: usrTransDate,
						UsrTransTime: usrTransTime
                    }
                };
                ProcessModuleUtilities.executeProcess(args);
            },
			save: function(){
				this.callParent(arguments);
				if (this.isAddMode()){
					this.console.log("Adding mode!!!");
					this.callCustomProcess();
				} else if (this.isCopyMode()){
					this.console.log("Copy mode!!!");
				} else if (this.isEditMode()){
					this.console.log("Edit mode!!!");
				} else {
					this.console.log("NOT EDIT, NOT COPY, NOT ADD!!!");
				}
			},
			onUsrTestJSONPageButtonClick: function(){
				this.save();
			}
		},
		dataModels: /**SCHEMA_DATA_MODELS*/{}/**SCHEMA_DATA_MODELS*/,
		diff: /**SCHEMA_DIFF*/[
			{
                "operation": "insert",
                "parentName": "ActionButtonsContainer",
                "propertyName": "items",
                "name": "UsrTestJSONPageButton",
                "values": {
                    itemType: Terrasoft.ViewItemType.BUTTON,
                    caption: { bindTo: "Resources.Strings.UsrTestJSONPageButtonCaption" },
                    click: { bindTo: "onUsrTestJSONPageButtonClick" },
                    "layout": {
                        "column": 1,
                        "row": 6,
                        "colSpan": 1
                    }
                }
            },
			{
				"operation": "insert",
				"name": "UsrTransTypec0a98c8f-acb0-4d1f-9333-94ba13a0abe4",
				"values": {
					"layout": {
						"colSpan": 24,
						"rowSpan": 1,
						"column": 0,
						"row": 0,
						"layoutName": "ProfileContainer"
					},
					"bindTo": "UsrTransType"
				},
				"parentName": "ProfileContainer",
				"propertyName": "items",
				"index": 0
			},
			{
				"operation": "insert",
				"name": "UsrPolicyNumber9a8b5c79-6a4f-4326-ab8e-d7c471ebc2a5",
				"values": {
					"layout": {
						"colSpan": 12,
						"rowSpan": 1,
						"column": 0,
						"row": 0,
						"layoutName": "Header"
					},
					"bindTo": "UsrPolicyNumber"
				},
				"parentName": "Header",
				"propertyName": "items",
				"index": 0
			},
			{
				"operation": "insert",
				"name": "UsrTransDate2bfe7bc7-21d7-4024-8809-919959aa5eaa",
				"values": {
					"layout": {
						"colSpan": 12,
						"rowSpan": 1,
						"column": 0,
						"row": 1,
						"layoutName": "Header"
					},
					"bindTo": "UsrTransDate"
				},
				"parentName": "Header",
				"propertyName": "items",
				"index": 1
			},
			{
				"operation": "insert",
				"name": "UsrTransTime7cede060-4f2c-406c-a74f-1abd5679848c",
				"values": {
					"layout": {
						"colSpan": 12,
						"rowSpan": 1,
						"column": 12,
						"row": 1,
						"layoutName": "Header"
					},
					"bindTo": "UsrTransTime"
				},
				"parentName": "Header",
				"propertyName": "items",
				"index": 2
			},
			{
				"operation": "insert",
				"name": "NotesAndFilesTab",
				"values": {
					"caption": {
						"bindTo": "Resources.Strings.NotesAndFilesTabCaption"
					},
					"items": [],
					"order": 0
				},
				"parentName": "Tabs",
				"propertyName": "tabs",
				"index": 0
			},
			{
				"operation": "insert",
				"name": "Files",
				"values": {
					"itemType": 2
				},
				"parentName": "NotesAndFilesTab",
				"propertyName": "items",
				"index": 0
			},
			{
				"operation": "insert",
				"name": "NotesControlGroup",
				"values": {
					"itemType": 15,
					"caption": {
						"bindTo": "Resources.Strings.NotesGroupCaption"
					},
					"items": []
				},
				"parentName": "NotesAndFilesTab",
				"propertyName": "items",
				"index": 1
			},
			{
				"operation": "insert",
				"name": "Notes",
				"values": {
					"bindTo": "Notes",
					"dataValueType": 1,
					"contentType": 4,
					"layout": {
						"column": 0,
						"row": 0,
						"colSpan": 24
					},
					"labelConfig": {
						"visible": false
					},
					"controlConfig": {
						"imageLoaded": {
							"bindTo": "insertImagesToNotes"
						},
						"images": {
							"bindTo": "NotesImagesCollection"
						}
					}
				},
				"parentName": "NotesControlGroup",
				"propertyName": "items",
				"index": 0
			},
			{
				"operation": "merge",
				"name": "ESNTab",
				"values": {
					"order": 1
				}
			}
		]/**SCHEMA_DIFF*/
	};
});

So the main idea here is calling callCustomProcess method upon record saving (this.isAddMode()):

save: function(){
				this.callParent(arguments);
				if (this.isAddMode()){
					this.console.log("Adding mode!!!");
					this.callCustomProcess();
				}

And you bind page data to the process using args object parameters:

var args = {
                    sysProcessName: "Process_20340ad",
                    parameters: {
                        UsrTransType: usrTransType,
						UsrPolicyNumber: usrPolicyNumber,
						UsrTransDate: usrTransDate,
						UsrTransTime: usrTransTime
                    }
                };

usrTransType, usrPolicyNumber, usrTransDate and usrTransTime variables are received from the page before saving the record (using this.get method).

So you need to develop the logic similar to described above using your own object, process and page schema. As a result the process will return the data specified when creating a new record:

Best regards,

Oscar

17:41 May 25, 2021

Hi Julio,

You can use this article as a reference on how to trigger the process from the client and pass process parameters to the process.

1) We have a UsrTestJSON object which is a section in the system and has UsrTestJSON1Page as an edit page.

2) UsrTestJSON object has following columns:

UsrTransType - Text (250 characters) data type column

UsrPolicyNumber - Text (500 characters) data type column

UsrTransTime - Time data type column

UsrTransDate - Date data type column

3) We need to call the custom process called "Test JSON page process" with the following schema once the record is saved upon creation:

Please note that the process code is Process_20340ad and the process parameter codes should be the same as process parameter names (as an example please see UsrTransType parameter declaration).

4) Add the following code to the UsrTestJSON1Page schema:

define("UsrTestJSON1Page", ["ProcessModuleUtilities"], function(ProcessModuleUtilities) {
	return {
		entitySchemaName: "UsrTestJSON",
		attributes: {},
		modules: /**SCHEMA_MODULES*/{}/**SCHEMA_MODULES*/,
		details: /**SCHEMA_DETAILS*/{
			"Files": {
				"schemaName": "FileDetailV2",
				"entitySchemaName": "UsrTestJSONFile",
				"filter": {
					"masterColumn": "Id",
					"detailColumn": "UsrTestJSON"
				}
			}
		}/**SCHEMA_DETAILS*/,
		businessRules: /**SCHEMA_BUSINESS_RULES*/{}/**SCHEMA_BUSINESS_RULES*/,
		methods: {
			callCustomProcess: function() {
                var usrTransType = this.get("UsrTransType");
				var usrPolicyNumber = this.get("UsrPolicyNumber");
				var usrTransDate = this.get("UsrTransDate");
				var usrTransTime = this.get("UsrTransTime");
                var args = {
                    sysProcessName: "Process_20340ad",
                    parameters: {
                        UsrTransType: usrTransType,
						UsrPolicyNumber: usrPolicyNumber,
						UsrTransDate: usrTransDate,
						UsrTransTime: usrTransTime
                    }
                };
                ProcessModuleUtilities.executeProcess(args);
            },
			save: function(){
				this.callParent(arguments);
				if (this.isAddMode()){
					this.console.log("Adding mode!!!");
					this.callCustomProcess();
				} else if (this.isCopyMode()){
					this.console.log("Copy mode!!!");
				} else if (this.isEditMode()){
					this.console.log("Edit mode!!!");
				} else {
					this.console.log("NOT EDIT, NOT COPY, NOT ADD!!!");
				}
			},
			onUsrTestJSONPageButtonClick: function(){
				this.save();
			}
		},
		dataModels: /**SCHEMA_DATA_MODELS*/{}/**SCHEMA_DATA_MODELS*/,
		diff: /**SCHEMA_DIFF*/[
			{
                "operation": "insert",
                "parentName": "ActionButtonsContainer",
                "propertyName": "items",
                "name": "UsrTestJSONPageButton",
                "values": {
                    itemType: Terrasoft.ViewItemType.BUTTON,
                    caption: { bindTo: "Resources.Strings.UsrTestJSONPageButtonCaption" },
                    click: { bindTo: "onUsrTestJSONPageButtonClick" },
                    "layout": {
                        "column": 1,
                        "row": 6,
                        "colSpan": 1
                    }
                }
            },
			{
				"operation": "insert",
				"name": "UsrTransTypec0a98c8f-acb0-4d1f-9333-94ba13a0abe4",
				"values": {
					"layout": {
						"colSpan": 24,
						"rowSpan": 1,
						"column": 0,
						"row": 0,
						"layoutName": "ProfileContainer"
					},
					"bindTo": "UsrTransType"
				},
				"parentName": "ProfileContainer",
				"propertyName": "items",
				"index": 0
			},
			{
				"operation": "insert",
				"name": "UsrPolicyNumber9a8b5c79-6a4f-4326-ab8e-d7c471ebc2a5",
				"values": {
					"layout": {
						"colSpan": 12,
						"rowSpan": 1,
						"column": 0,
						"row": 0,
						"layoutName": "Header"
					},
					"bindTo": "UsrPolicyNumber"
				},
				"parentName": "Header",
				"propertyName": "items",
				"index": 0
			},
			{
				"operation": "insert",
				"name": "UsrTransDate2bfe7bc7-21d7-4024-8809-919959aa5eaa",
				"values": {
					"layout": {
						"colSpan": 12,
						"rowSpan": 1,
						"column": 0,
						"row": 1,
						"layoutName": "Header"
					},
					"bindTo": "UsrTransDate"
				},
				"parentName": "Header",
				"propertyName": "items",
				"index": 1
			},
			{
				"operation": "insert",
				"name": "UsrTransTime7cede060-4f2c-406c-a74f-1abd5679848c",
				"values": {
					"layout": {
						"colSpan": 12,
						"rowSpan": 1,
						"column": 12,
						"row": 1,
						"layoutName": "Header"
					},
					"bindTo": "UsrTransTime"
				},
				"parentName": "Header",
				"propertyName": "items",
				"index": 2
			},
			{
				"operation": "insert",
				"name": "NotesAndFilesTab",
				"values": {
					"caption": {
						"bindTo": "Resources.Strings.NotesAndFilesTabCaption"
					},
					"items": [],
					"order": 0
				},
				"parentName": "Tabs",
				"propertyName": "tabs",
				"index": 0
			},
			{
				"operation": "insert",
				"name": "Files",
				"values": {
					"itemType": 2
				},
				"parentName": "NotesAndFilesTab",
				"propertyName": "items",
				"index": 0
			},
			{
				"operation": "insert",
				"name": "NotesControlGroup",
				"values": {
					"itemType": 15,
					"caption": {
						"bindTo": "Resources.Strings.NotesGroupCaption"
					},
					"items": []
				},
				"parentName": "NotesAndFilesTab",
				"propertyName": "items",
				"index": 1
			},
			{
				"operation": "insert",
				"name": "Notes",
				"values": {
					"bindTo": "Notes",
					"dataValueType": 1,
					"contentType": 4,
					"layout": {
						"column": 0,
						"row": 0,
						"colSpan": 24
					},
					"labelConfig": {
						"visible": false
					},
					"controlConfig": {
						"imageLoaded": {
							"bindTo": "insertImagesToNotes"
						},
						"images": {
							"bindTo": "NotesImagesCollection"
						}
					}
				},
				"parentName": "NotesControlGroup",
				"propertyName": "items",
				"index": 0
			},
			{
				"operation": "merge",
				"name": "ESNTab",
				"values": {
					"order": 1
				}
			}
		]/**SCHEMA_DIFF*/
	};
});

So the main idea here is calling callCustomProcess method upon record saving (this.isAddMode()):

save: function(){
				this.callParent(arguments);
				if (this.isAddMode()){
					this.console.log("Adding mode!!!");
					this.callCustomProcess();
				}

And you bind page data to the process using args object parameters:

var args = {
                    sysProcessName: "Process_20340ad",
                    parameters: {
                        UsrTransType: usrTransType,
						UsrPolicyNumber: usrPolicyNumber,
						UsrTransDate: usrTransDate,
						UsrTransTime: usrTransTime
                    }
                };

usrTransType, usrPolicyNumber, usrTransDate and usrTransTime variables are received from the page before saving the record (using this.get method).

So you need to develop the logic similar to described above using your own object, process and page schema. As a result the process will return the data specified when creating a new record:

Best regards,

Oscar

Scheduled excel attachment to email

17:51 May 25, 2021

Hi Julio,

You can trigger a business process from Client JS code using the ProcessModuleUtilities module. You can inject it as a dependency in a Client schema and call the executeProcess(args) method to call a business process. Business process parameters can be set in the parameters attribute inside the argument you pass to the executeProcess method. Request you to go through this academy link for more information.

If your use case is to trigger a business process 'after' a new record is created, there are a few ways of doing it. You could use the 'Record created' trigger in the Business process designer. Or you can also choose to do it from the service side by listening to entity events on the specific section/object. You can get more details in this academy link.

Thanks,

Shrikanth

Julio.Falcon_Nodos

21:30 Jun 02, 2021

M Shrikanth,

Thank you very much

Show all comments

Braj Raj singh Kushwaha

09:19 May 25, 2021

Hi Team,

I want an schedule an email weekly with a excel report as attachment that will be generated by system

I used These application to generate excel report and attach to email automatically

Excel pivot report for Creatio

Excel reports builder for Creatio

Printable attachment in email for Creatio

'Save printable' process element

Send email with attachments

But was unable to generate and attach excel to email on a scheduled process

Excel attachment is mandatory

Please suggest a work around to solve this.

Thank You in Advance

1 comments

dean parrett

15:12 May 25, 2021

Hello,

There is no way to generate the excel report since it is not piece of default functionality. The workaround to attach the excel report manually on the attachments detail and use simple process to send it. Here is the example that send attachments from account:

Other than that, it is necessary to develop custom integration that will call for endpoint of the excel report generation, get file, send it to Creatio and then the process would re-send it according to your needs.

When clicking on generate excel report, the query calls for https://yourwebsite.com/0/rest/IntExcelReportService/GetExportFiltersKey with the following parameters:

EsqString: "{\"rootSchemaName\":\"Contact\",\"operationType\":0,\"includeProcessExecutionData\":true,\"filters\":{\"items\":{\"8488ded0-40f6-4167-95ca-20bccc49bfc1\":{\"filterType\":1,\"comparisonType\":3,\"isEnabled\":true,\"trimDateTimeParameterToDate\":false,\"leftExpression\":{\"expressionType\":0,\"columnPath\":\"Id\"},\"rightExpression\":{\"expressionType\":2,\"parameter\":{\"dataValueType\":1,\"value\":\"c4ed336c-3e9b-40fe-8b82-5632476472b4\"}}}},\"logicalOperation\":0,\"isEnabled\":true,\"filterType\":6},\"columns\":{\"items\":{\"Full name\":{\"caption\":\"Full name\",\"orderDirection\":0,\"orderPosition\":-1,\"isVisible\":true,\"expression\":{\"expressionType\":0,\"columnPath\":\"Name\"}},\"Age\":{\"caption\":\"Age\",\"orderDirection\":0,\"orderPosition\":-1,\"isVisible\":true,\"expression\":{\"expressionType\":0,\"columnPath\":\"Age\"}},\"Email\":{\"caption\":\"Email\",\"orderDirection\":0,\"orderPosition\":-1,\"isVisible\":true,\"expression\":{\"expressionType\":0,\"columnPath\":\"Email\"}}}},\"isDistinct\":false,\"rowCount\":-1,\"rowsOffset\":-1,\"isPageable\":false,\"allColumns\":false,\"useLocalization\":true,\"useRecordDeactivation\":false,\"serverESQCacheParameters\":{\"cacheLevel\":0,\"cacheGroup\":\"\",\"cacheItemName\":\"\"},\"queryOptimize\":false,\"useMetrics\":false,\"adminUnitRoleSources\":0,\"querySource\":0,\"ignoreDisplayValues\":false,\"isHierarchical\":false}"

RecordCollection: ["c4ed336c-3e9b-40fe-8b82-5632476472b4"]

ReportId: "ec1724f7-e58e-491f-8471-0ce19b61bc02"

so it is necessary to generate the POST request to this endpoint /0/rest/IntExcelReportService/GetExportFiltersKey with similar parameters as above. As the response - you will get the file.

Here is the similar post describing how to generate such POST request

https://community.creatio.com/questions/how-can-i-generate-excel-report…

Regards,

Dean

Show all comments

Debug Bussiness processes in 7.16.4.1473

Javier Collazo

22:24 May 21, 2021

Hi,

Is there a a way to debug business processes in version 7.16.4.1473?

I found this but it doesn't work:

https://academy.creatio.com/documents/technic-sdk/7-13/server-code-debu…

I found this too: https://academy.creatio.com/documents/technic-sdk/7-16/overview

But in this case, the business process does not generate a file .cs in the schema folder.

Im using Clio to generate the packages projects, but the cs code of the bps its never generated in the packages.

Looking forward to your comments.

Best regards,

Javier

3 comments

Danyil Onoprienko

01:23 May 22, 2021

Dear Javier,

Thank you for your question!

The best way to monitor the Business Process error messages is to turn on the Traces parameter of a particular BP.

But please note that this may impact the system`s performance.

You may find these Academy Articles useful:

https://academy.creatio.com/docs/node/1790

https://academy.creatio.com/docs/node/1792

In addition, you may turn on the Debug mode of the whole Creatio itself by typing in this string in the browser`s console:

Terrasoft.SysSettings.postPersonalSysSettingsValue("IsDebug", true)

But please make sure to turn it off as you are finished as it impacts the system performance.

Hope this helps!

Regards,

Danyil

Javier Collazo

17:33 May 24, 2021

Hi Danyil,

Thank you for your response, I know about Traces parameter, but actually I'm trying to debug server side business process' c# code(script task) in visual studio.

Isn't that possible?

Best regards,

Javier

How to change view from Selection Window to List in Virtual Column?

10:44 May 25, 2021

Javier Collazo,

Hi Javier,

This is only possible using C# interactive tools like dnSpy (can be downloaded from here) where you need to connect to w3wp.exe process of your application pool and debug the logic in real time.

As for connecting the app to Visual Studio - you can do it, but this feature was developed to allow development in the File system, but not debugging.

Best regards,

Oscar

Show all comments

Ahmad Bagus Ariyanto

09:57 May 21, 2021

I'm trying to create virtual column lookup. But, the result is the lookup view by default open with Selection Window, in other side I want to change to list.

How to implement this functionality?

4 comments

Best reply

Ryan Farley

18:52 May 21, 2021

Hi Ahmad,

You can add "isSimpleLookup" to the virtual lookup attribute to make it a drop-down instead of a popup lookup window.

Example:

"TypeLookup": {
    dataValueType: Terrasoft.DataValueType.LOOKUP,
    isSimpleLookup: true,
    referenceSchemaName: "AccountType"
}

Ryan

Bogdan Lesyk

10:51 May 21, 2021

Hi Ahmad,

please refer to this link where the same question is explained

https://community.creatio.com/questions/convert-comboboxedit-gridlist-o…

P.S. It will be much easier to create lookups and choose the required view in Lookup Settings. Please check the example below :

Best Regards,

Bogdan L.

Ryan Farley

18:52 May 21, 2021

Hi Ahmad,

You can add "isSimpleLookup" to the virtual lookup attribute to make it a drop-down instead of a popup lookup window.

Example:

"TypeLookup": {
    dataValueType: Terrasoft.DataValueType.LOOKUP,
    isSimpleLookup: true,
    referenceSchemaName: "AccountType"
}

Ryan

Ahmad Bagus Ariyanto

05:51 May 24, 2021

Ryan Farley,

Thank you Ryan, this is what I was looking for.

Ahmad Bagus Ariyanto

05:54 May 24, 2021

Bogdan Lesyk,

Hello Bogdan, I actually created a virtual column. So i can't change the configuration through page setup.

Show all comments

studio

Studio_Creatio

7.17

How to change Contact title

Адам Бесс

10:56 May 12, 2021

Hi,

how can I change the code in client modules and add my own? I am still a beginner and it would be cool if someone could help me understand how to work with modules in Creatio. In general, I have a task: I need to figure out how to change the title on the "contacts" page. I need to understand how to change the name (here it is Aссom)

3 comments

Olga Avis

13:50 May 12, 2021

Hello!

The title of the record can be changed on the record page itself:

More detailed information about section records like accounts and contacts can be found in the Accounts and contacts Academy article.

If you require any additional assistance on the Creatio system workflow, you can contact our Info Department at info@creatio.com. We will be happy to support you.

Best regards,

Olga.

Адам Бесс

08:20 May 14, 2021

Olga Avis,

thanks for the answer! I have one more: how can i modify the code in custom creatio packages? For example, I want to change the base code to mine

Olga Avis

11:41 May 14, 2021

Hello Adam,

Please take a look at the Getting started with the development Academy article and its sub-articles:

If you would like to know more about the specifications of the Creatio system, you can refer to the Creatio Training features like e-learning courses, guided learning, webinars, etc.

Kind regards,

Olga.

Show all comments

SSRS Reports In Creatio

Nageswara Rao

07:41 May 07, 2021

HI All,

Can we use SSRS reports in Creatio?

If yes, how to deploy the SSRS .rdl files in the creatio or is there any addOn to use the SSRS in Creatio?

Can any one help me on this?

Thanks in Advance..!

1 comments

dean parrett

16:41 May 13, 2021

Hello Nageswara,

Unfortunately, this feature is not implemented in Creatio and we do not have examples of this implementation. This integration has to be implemented from the scratch.

I've registered this idea for our R&D to consider using SSRS reports in future.

Regards,

Dean

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Studio_Creatio

7.17

Hide details in HISTORY tab

19:30 May 04, 2021

Dear community,

Is there an elegant way to hide the standard sections detail in account history tab?

I mean hide the details relating to sections not available in the creatio edition bought.

An possible solution is create a new tab and add the detail for only section available.

6 comments

Kavian Abhari

16:20 May 05, 2021

Hi,

Have you tried to hide them using business rules? I suggest to set your condition to a situation that will never happen. For example, IF Integer [1] = Integer [2], THEN Show element [Detail "Invoices"] on the page

16:33 May 05, 2021

Kavian Abhari,

Sorry I make a stupid question

You are right,

thank you!

17:01 May 05, 2021

An update,

some details are not available in the list of details (orders), but they are visible on the page.

I tried on a tenant with Sales Team edition + Contact center.

Stefano Bassoli,

Danyil Onoprienko

18:23 May 05, 2021

Hello Stefano Bassoli,

Thank you for your question!

Would you please provide some examples of this behavior?

Examples will greatly help us understand what would be the best solution here.

Thank you!

Regards,

Danyil

07:54 May 06, 2021

Hi Danyl,

i tried to upload an image, but I can't upload because there is a cors error on this page.

In the history Account tab there is Orders detail.

If I try to hide using the method suggested by @Kavian, I don't found it in the list.

23:53 May 26, 2021

Hi,

I solved my problem creating a custom css and set

#OrderDetailV2Container {

display:none

}

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Studio_Creatio

7.17

Issue InFolder table

13:58 May 04, 2021

Dear community

I've a problem on *InFolder table.

The Inherit column FolderId is setup with BaseFolder when I try to set with *Folder lookup the changes are not saved.

If I try to publish the changes, I receive this error;

An error "42P01: The relationship" public.BaseFolder "does not exist has occurred

10 comments

14:13 May 04, 2021

Hi Stefano,

I guess you've faced an out-of-the-box problem that was fixed in 7.17.3. The problem is that the section wizard created a section incorrectly in some cases till 7.17.3 - the ObjectInFolder column had the value of "BaseFolder" in the "FolderId" column in case the object represents a section created via a section wizard. The correct value should be "ObjectFolder". In other words if the object for the section is UsrExam then the value for the UsrExamInFolder FolderId column should be UsrExamFolder.

To fix the problem the metadata of the ObjectInFolder object should be modified. Please open the metadata, go to "Modifications package" and find the 37's row. Add this line there:

= MetaData.Schema.D2.["9e46bb69-9788-423c-b7cd-4c624081082d"].S4 "2d8dd6bd-d45e-4518-a52d-88edfbefb8c4"

and replace the 2d8dd6bd-d45e-4518-a52d-88edfbefb8c4 with an actual UId of the ObjectFolder (can be found either in the SysSchema table or in the object properties from configurations). Once done save the metadata, reopen the object and publish it. As a result correct value will be specified in the "FolderId" lookup.

Best regards,

Oscar

15:27 May 04, 2021

Oscar Dylan,

Hi Oscar,

Does the original 37's row need to be overwritten with the new one ?

15:56 May 04, 2021

Stefano Bassoli,

No, just add empty space after the 36th row and on the 37th row paste the string with an updated GUID value that refers to ObjectFolder object.

Best regards,

Oscar

16:49 May 04, 2021

Oscar Dylan,

After saving the changes on Metadata data, the lookup binded to *InFolder.Folder column is correct.

When I try to publish I receive the same error

19:20 May 04, 2021

Stefano Bassoli,

to skip the problem I runned manually the ALTER TABLE CONSTRAINT and I forced the system to ignore the changes SysSchema.ModfiedOn = SysSchema.StructuredOn

What do you think about ?

10:11 May 23, 2021

Stefano Bassoli,

Hi Oscar,

I've a similar problem with *InTag table, which row must be edited in metadata, go to "Modifications package"

Thank you in advance

10:31 May 23, 2021

Stefano Bassoli,

Hi,

I solved!

Marcin Kott

12:20 Jun 02, 2021

Hi Stefano,

Could You share update what You done in case to fix the proplem on top of Oscar advise ?

I have the same problem that after modify metadata on save system reverts any changes so Folder field is populated again as BaseFolder.

Best Regards,

Marcin

Inconsistency in data type changes

18:36 Jun 02, 2021

Hi Marcin,

I checked in the Postgres log file what happened in the database, an error occurred during the changes table when adding a constraint with the * search folder.
I followed the Oscar's instructions
I manually executed the alter table command which raises the error (obtained in 1) by writing the right constraint FK on the right table
I ran an update command on the "SysSchema" table for my entity to force the SysSchema.ModfiedOn field to equal SysSchema.StructuredOn so the system will not attempt to install

Marcin Kott

10:46 Jun 08, 2021

Hi Stefano,

Thank You for update. I went through Your instruction but still faced the same result. I'm sure that is correct but to not waste a time i decided to went through different approach:

Just i have deleted incorrect object, created new one with the same name based on BaseEntity, then added column Folder.

It's seems that it's work (i may sucessfully install package on local environment as well as on cloud). To be completely safe any time when i'm deleting object schema i have a copy on SVN as well and local metadata export.

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19:16 Apr 23, 2021

Hello Community,

There are many use cases where we need to change the data type of a column. We have observed the following behavior wrt data type changes and want to understand why this happens.

DB - MS SQL

Behavior #1

Say a column has been created as String(250) and published. Changing it to String(50) via the Object designer and re-publishing it does not change the data type at the data base level - even though it reflects correctly in the Package (We also verified that there is no data in the DB which exceeds 50 characters. So technically, it can be downgraded to 50 characters without loss of data). We are forced to alter the column at the database level to actually downgrade it to String(50).

Behavior #2

On the flipside, a data type change from String to Int does work. Additionally, it downgrades the column from NOT NULL to NULLable type in the Database when the String to Int conversion happens.

Can someone string together the above 2 behaviors and why one happens and the other doesn't?
Is there knowledge within the community as to what data type changes work and what do not? If yes, Pls share your experiences.

Note - I am aware that the earlier column can be dropped and a new column with the new data type be created. But this is not practical, if we want to retain the same name.

4 comments

Roman Rak

17:10 Apr 25, 2021

Hello,

Hope you're doing well.

We tried to reproduce the behavior you have described for different types of DB (PostgreSQL and MSSQL) in two ways:

1. Create a column via Page Designer.

2. Create the column in Object Designer.

At first, we have set the string length 250 for the 1st column, then changed it to 50 in the Object Designer and published the object:

As a result we could see that the data type has been changed from varchar(250) to varchar(50):

Then we have repeated the same actions for another test column (added via Object designer) and result was the same:

That's why it would be really helpful if you could confirm if we were doing the reproducing correctly (maybe we should use another version or another product). Also, we can provide you with a fresh installation files so you can try to re-check it from your side once again (for that just contact our support team via this email: support@creatio.com).

About the second question: in general, we do not recommend to change field types. The system can transfer data type from one char to another when you need to change the length of the field. But it may behave unpredictably when the type is changed from one object to another.

Alos you can find some addtional information about data types in the links below:

Best regards,

Roman

18:34 Apr 25, 2021

Roman Rak,

Hi Roman, Appreciate your effort in trying to reproduce this.

Your steps does look right -

1. Create as 250 in Object designer. Publish and check if the DB shows nvarchar(250).

2. Change to 50 in Object designer. Publish and check if the DB has changed to nvarchar(50).

I have verified this on 2 Creatio versions - 7.15.2 Studio and 7.16.3 CustomerCenter (Both MS SQL). Is is possible that this got fixed/changed in the latest 7.17 release?? Il also reach out to Creatio support ato replicate this in the latest release.

Ivanna Yatsura

23:31 Apr 25, 2021

M Shrikanth,

As for your question - no, it was not changed in the latest versions.

Best Regards,

Ivanna Yatsura