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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2 comments

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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2 comments

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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1 comments

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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web service
authentication
.net_core
configurationservice
Studio_Creatio
7.17

Hello Community,

 

The Academy guides on how to create anonymous custom configuration services using WCF / .Net Framework - https://academy.creatio.com/docs/developer/back-end_development/configuration_web_service/configuration_web_service#title-1243-3



Suppose, I have a Creatio cloud instance on Linux using .Net Core. How does one go about creating an anonymous custom configuration service??

 

Regards

Shrikanth

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Best reply

Hello Shrikanth, 



In order to enable Anonymous service for .Net Core edition of Creatio all you need to do is to add information about this service to "AnonymousRoutes" block of ..\Terrasoft.WebHost\appsettings.json file. 

It should look like this:

"Terrasoft.Configuration.[Service name]": [
    "/ServiceModel/[Service name].svc"
]

Please note that there is no need to change service's source code.

Also, in case if "System.Web" name space is being used, it has to be changed to "Terrasoft.Web.Http.Abstractions". 



Kind regards,

Roman

Hello Shrikanth,

 

To create a configuration service you need to authorize via the AuthService.svc. Please refer to the following article: https://academy.creatio.com/documents/technic-sdk/7-16/creating-configu…



Please let us know if any questions or concerns left,



Regards,

Kseniia

 

 

Kseniia Prokopenko,

The documentation clearly says that there is way to create a configuration service with Anonymous authentication. Hope you went through the Academy link I pasted in the question.



My question was - 

The documentation only lists out the steps for the WCF based configuration services (Used by .Net Framework on Windows). How does one go about creating an anonymous service on a Linux installation of Creatio using .Net Core?

Kseniia Prokopenko,

Hi Kseniia, Request and appreciate your assistance for the above query

Hello Shrikanth, 



In order to enable Anonymous service for .Net Core edition of Creatio all you need to do is to add information about this service to "AnonymousRoutes" block of ..\Terrasoft.WebHost\appsettings.json file. 

It should look like this:

"Terrasoft.Configuration.[Service name]": [
    "/ServiceModel/[Service name].svc"
]

Please note that there is no need to change service's source code.

Also, in case if "System.Web" name space is being used, it has to be changed to "Terrasoft.Web.Http.Abstractions". 



Kind regards,

Roman

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Studio_Creatio
7.17

Hi Teams,

 

I replicated managers' mood functionality on my account page.

Is it possible to make read only the controller for some users ?

Some user can change the emoticons and some else no.

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3 comments

Hi Stefano.

 

The problem here is that:

 

1) MoodContainer has no click attribute

2) You can use document.getElementById("OpportunityPageV2MoodContainerContainer").style.pointerEvents = 'none'; and trigger it each time the page is loaded with the additional check of the system user role (OpportunityPageV2MoodContainerContainer should be replaced with your element code (can be received from the page inspector in the "Elements" tab of the console)).

3) This additional check on the system user role is the most difficult part: you need to retrieve a user session from the client using Terrasoft.sessionId, then form a ESQ to the SysUserSession table to find a record related to the value received from Terrasoft.sessionId (for a request as follows

 

select SysUserId from SysUserSession

where SessionId = 'ez5u2gsrczplpz4b13s31g0b'

 

). Then you need to run another ESQ to check if the SysUserId belongs has a record in the SysUserInRole table related to some role.

 

This is quite a difficult task that requires a separate project and cannot be solved in terms of a community post. Please reach your account manager in case you need additional help with the implementation of emoticons click restriction for some users.

 

Best regards,

Oscar

Oscar Dylan,

Thank you Oscar

I try to apply your suggestion.

Stefano Bassoli,

It works, thank you Oscar!

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#event
Studio_Creatio
7.17

Greetings All,

 

I understand that there is an API for Creatio.  Is there a method to have an external system fire an event to start a particular process in Creatio?  Or something like webhooks to fire an event?

 

Thanks!!

 

Paul

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call web service
Studio_Creatio

I have a Power Automate HTTP that calls a report and emails the report.

I simply want to add a button or run service to Creatio to preform the same action?

 

How do I this, is it using the Web Call Service, if so I have tried this but not working?

Is possible to simply add a button with a hyper-link?

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3 comments

Hello,

 

Here are some guides that might be helpful.

 

Some ideas on how to add buttons:

https://academy.creatio.com/documents/technic-sdk/7-16/how-add-button-e…

https://academy.creatio.com/documents/technic-sdk/7-16/how-add-button-e…

 

How to run a process by clicking the custom button

https://academy.creatio.com/documents/technic-sdk/7-13/process-launch-c…

 

How to call for webservice using a process:

https://academy.creatio.com/documents/technic-sdk/7-13/how-run-bpmonlin…

 

Regards,

Dean

dean parrett,

This documentation with examples of "How to run a process by clicking the custom button" is useful for a problem that I have, but is there also any example of how to run processes from buttons in the mobile application?

Dear Daniel,

 

The mobile app doesn't support launching the processes by button click. They can be launched only by editing\creating\deleting a record. There is no way to bind a process to some function like onClick in mobile app. The process will no launch. This feature will be added in the nearest future application versions.

 

Regards,

Dean

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Hi Community,

 

We have a section and there are few fields added to that section. To that section we have added a detail. Later, we are giving access to the section for read and editing of the fields in the section. The fields within the section is edited based on the access given to the user, if the user doesn’t have access and when the user tries to edit the field, we get insufficient access error. But, the same user is able to edit the fields in the detail. How do we restrict it, the edit of the detail should  also have the same access provided to the section.

File attachments
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Hello Amritha, 



As of now the access rights for the detail should be set separately from the access rights for the section. 

In order to do so you need to find the corresponding detail in the Object permissions list and set the same operation/record permissions as you did for the section. 

Please refer to the links below for more information regarding access rights:

https://academy.creatio.com/docs/user/setup_and_administration/user_and…

https://academy.creatio.com/docs/user/setup_and_administration/user_and…

 

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