studio
Studio_Creatio
7.17

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)

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3 comments

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. 

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

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. 

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reportservice
report
Studio_Creatio
7.16

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..!

 

 

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1 comments

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

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.

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6 comments

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

 

Kavian Abhari,

Sorry I make a stupid question

You are right,

thank you!

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,

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  

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.

 

Hi, 

I solved my problem creating a custom css and set 

#OrderDetailV2Container {

    display:none

}

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Studio_Creatio
7.17

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

 

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10 comments

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

Oscar Dylan,

Hi Oscar,

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

 

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

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

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 ?

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

Stefano Bassoli,

Hi,

I solved!

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

Hi Marcin,

  1.  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.
  2. I followed the Oscar's instructions
  3. I manually executed the alter table command which raises the error (obtained in 1) by writing the right constraint FK on the right table
  4.  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

 

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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database
data type
Integer
string
Studio_Creatio
7.17

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.

  1. Can someone string together the above 2 behaviors and why one happens and the other doesn't?
  2. 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. 

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4 comments

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

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.

M Shrikanth,

 

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



Best Regards,

Ivanna Yatsura

Roman Rak,



Hi Roman. Checked this use case once again. The behavior I have stated in my question is correct. I have used a on-premises Creatio sales v7.17 on MSSQL. The datatype does change if you increase the length (Eg 50 to 250) but not from 250 to 50.



Have you checked this on an on-premises or trial instance??

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package
install package
entityeventlistener
Studio_Creatio
7.17

Hello Community,

 

Lets say, I have a Business process which is triggered when an Email Template record is modified, and that Email template is updated via a Package installation, the logical expectation is that the 'Modified' event is triggered and the Business process runs. We however notice that the event is not triggered, and the business process does not run.

  1. Do Package installations and changes through that trigger entity events? Do Package installations effect object changes to the DB via the ORM or does that mechanism work differently?
  2. If I wrote a business process which had a trigger to the SysPackage object and looked for modifications to a specific package, will it get triggered when I install that package??
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Hello, 

 

Our application doesn't support designing business processes that are triggered after modifying system objects. The core of business process mechanisms works on low-level API which doesn't support start signals functionality. This is done in order to avoid any kind of accidents with business process mechanisms and also for performance maintaining reasons.

 

Best regards, 

Anastasiia 

Anastasiia Zhuravel, Thanks Anastasiia,



I am not sure I understood this - "The core of business process mechanisms works on low-level API which doesn't support start signals functionality". Are you saying that the start signal functionality does not work in Business processes?

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install package
package
#importPackage;
Studio_Creatio
7.17

Hello,

 

I'm working on a dev environment, creating my lookups objects, and lookups data, then exporting the package.

When i install the package at the production, everything work smoothly, however, the lookups could not be found at the UI level.

I have to open the lookup section and create them once again and refer to the lookup object in the package.

Is there a way to create the lookup at the user interface level as well while installing the package ?

 

Thanks,

Maarouf

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4 comments

Hello Maarouf,

 

You also need to bind data from the SysLookup table to create lookup records in the "Lookups" section when installing the package to the application.

 

Best regards,

Oscar

Oscar Dylan,

Hi Oscar,

 

Thank you for your reply.

I was not able to find the newly created lookups in this SysLookup table

 

Thanks,

 

Maarouf

Oscar Dylan,

Hi again,

 

I binded data from the Lookup table, and now i'm able to see my newly created lookups in the "LOOKUP" section, however, if i click on one of these new lookups, it doesn't open the content, instead an error appears in the browser console saying 'all-combined.js:41 cann't find entity'

What do you think the problem is ?

 

Thanks,

Maarouf

 

Maarouf Balis,

 

Hi,

 

This only means that the lookup object wasn't transferred between systems. Please also check if the lookup object was transferred to the target website.

 

Best regards,

Oscar

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innerStack
Studio_Creatio
7.17

Dear team

I added a new record page to account section, following this article Add record pages | Creatio Academy

Now I've an issue the new record page does not show the new "CONNECTED TO" diagram and the enrichment feature is missing.

The "AccountPageV2RelationshipDesigner", "AccountPageV2Enrichment" libraries are missing in define I suppose, but I don't know how configure them.

 

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Hello, Stefano.

 

I suggest to investigate the issue in terms of support ticket since it is hard to tell the reason for this behavior. It's better to have a closer look to the website.

 

Regards, 

Dean

dean parrett,

thank you for your suggest

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Studio_Creatio
7.17

How to add values in lookup which is created in a package created by 3rd party publisher. ?

 

These lookups doesn't appear in the lookup section of the Studio workspace. 

 

Is there a package dependency on this as well. ?

 

Please suggest. 

 

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Hello,

 

Can you please let me know the example of such lookup?

Thanks.

 

Regards,

Dean

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saveprintable
ProcessElement
Business Process
Studio_Creatio
7.17

Hi Community,

On my application I've used the Aspose.PDF connector plugin for Creatio! Then, I created a new printable and set the "Convert to PDF" property true, as you can see in the image below.

 

 

After that, I create a new process in which I am using the plugin process element (Save printable) and in that element I set the parameter "Conver to PDF" to true but the attachment is always saved as a .docx file, regardless of setting of the parameter "Convert to PDF" be true or false.

 

Can you help me solving this issue and explain me why the document saved in the attachments is always in .docx format?

 

Thanks in Advance.

 

Best Regards,

Pedro Pinheiro

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1 comments

 

Hi Pedro,

 

I apologize for the delay. The [Save printable] element was developed when both .docx and .pdf formats were available out-of-the-box. As such, the "Convert to PDF" parameter is not compatible with the Aspose connector for Creatio. The team in charge does not plan to update this feature in the add-on.

 

However, note that Creatio released the [Process file] business process element to generate custom MS Word or Fast Report reports in version 7.17.2.

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