We are trying to add send email in a case for each stage but after adding the "Record for macros” with the “[#Main record.id#] for one send email and for another stage when we create the same and add it the previous "Record for macros” value also is not available and the present one also.
Question : We are creating a case and it has many stages and in each stage we are trying to send email to the owner on the status . So we have added the “Send Email” and provided "Record for macros” with the “[#Main record.id#] and the same was added to the next stage also. but when we reopen the “Send email” the entered value for “"Record for macros” is not saved and while saving the case also it asks us to add it once again though we add and save it. The value doesn’t get saved and it is empty.
Please be advised that in order for the Macros to be executed as intended you may try adding a custom Macro to the HTML code of the [ HTML ] element of the Email template. You may find more information on it here:
Unfortunately, I was not able to find an example you requested but you can always check all the needed parameters in the Academy Article that is related to Dashboard widgets and their customizations.
Your business task is quite clear but still, there is no existing example of code that you can use. Please, check the article that I sent before and do all the required development.
I need to perform some calculations based on data in the dashboard we did some implementation in the pivot table. we are able to get sum 2 fields based on all filter but further using that calculation to display the ratio of that 2 calculation is where I am stuck.
Unfortunately it's not quite clear what task do you want to achieve. Can you please add some screenshots of what is the desired result? Also can you please specify why the formula column type is not an option in our case?
Yes, that's correct. You can either copy this code to the replaced PortalCasePage and remove items that should not be present in the page actions (don't declare them) or you can call parent method and then remove items from the items array returned in the collection of the actionMenuItems object.
We are have given read only option to all the fields in a detail and on certain status change, have written a business rule to edit few fields and the rest of the fields remaining locked. Post another status change, previously editable field is locked and the other fields are editable.
Question : During a creation of the detail in the first status, certain fields are locked and the fields which can be editable are editable but when the status is changed based on the rule it has to lock the fields which was edited previously and remaining fields to be editable but all the fields are locked. until in the new status we try to add a new detail then the business rule works and the field which needs to be edited is editable but not to the already created detail.
For such a task, you may create a business rule for each field and each stage - then when the stage is changed new set of rules will start working. Otherwise, you can add business rules to the source code for each field: https://academy.creatio.com/docs/developer/front-end_development/creati…
While creating the fields have given only read access to all the fields. Later in the business rule for a stage, where the fields needs to be edited have given editable option via business rule. But there is no option that for other fields to give uneditable option in business rule, we havent given that instead provided read only option.
But still, in the initial stage based on the rule few fields are editable and when the stage changes. When we create a new detail then that stage business rules gets applied but to already created detail the business rule for that stage is not getting applied, that is our concern
So you mean when detail is moved to another stage old records are still read-only and new records are edible while in fact, all records should be editable?
There is also a marketplace add-on that will provide a process you can run to generate an Excel file of the table structures in the system (I don't believe it includes views). Just wanted to mention this since it's nice for cloud systems when you don't have a local database: https://marketplace.creatio.com/app/object-structure-export-creatio
Hi, I succesfully instaled the Object Structure Export tool, but when I run it, there is a file download initiated, but I get a error message "Fail - Problem with the server". I do not see a trace in the process log. Any idea what is wrong?
We have successfully exported the object structure at CRM Creatio 7.17.1. After the business process starts, click the 'Open DB structure page' link and wait until the XLSX file is generated.
Please specify your Creatio product and version so that we can try to reproduce the issue.
If pgAdmin documentation doesn't provide this information then this is impossible. On the other hand DBeaver states that it's possible to view such diagrams (see https://dbeaver.com/docs/dbeaver/Database-Structure-Diagrams/). You can try using it as well.
The contact type field is available in the contact section, but I need to assign one or more contact types to a contact.
I installed the multiple choice fields add-on e. I created a many to many related entity with contact entity and contact type lookup, everything works fine.
The question Is it possible to export the contact types assigned from the contact section for each contact?
I need to show a detail inside a section page with a "treeview-like" (or hierarchic) list.
I don't need to show a a "parent-child" relationship but I need to show a "group-by" view.
My real case need is that I need to show the Contacts detail inside the Opportunity (I guess it's the OpportunityContactDetailV2 client module) grouped by Role: I would like to see all the contacts with the same role as children of the Role.
The detail should report the different roles and when the user expands a role with the "plus icon", the page must show the contacts with that role.
Perhaps this marketplace add-on would provide the functionality you're after? It allows you to define a detail and then have it group by a column, providing an hierarchical view of the rows. https://marketplace.creatio.com/app/hierarchy-list-view-creatio
