Hello Braj,

Can you please provide more information on what task do you want to cover? We need some practical examples to think about the solution.

Also have you tried to use this marketplace addon and does it fit your business task?

Best regards,

Oscar

Hi Oscar ,

we need to calculate loss ratio from some data sets 

ex. we have 100 records out of which 70 has profit field filled and 30 has loss field filled .

Based on filtration we performed on dashboard/pivot report we gets N  records (N can be  10,20,30 or any number ) 

Now I want an loss ratio (loss/profit) of those N records only .

innthis case loss ratio = sum of loss from filtered records /sum of profits from filtered records

Hope you got the requirement if case any query please contact.

Thank You

Braj Raj singh Kushwaha,

Hello,

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?

Thank you in advance!

Best regards,

Oscar

Hello Fulgen,

Please install this package to the system http://ftp.creatio.com/support/downloads/0968497/Portal_2021-02-23_14.0… and disable the "PortalUserAction" feature in the database by executing this query:

update "AdminUnitFeatureState" set "FeatureState" = 0 where "FeatureId" in (select "Id" from "Feature" where "Code" = 'PortalUserAction')

And relogin to the application under the portal user. Once done the "Actions" button will be removed.

Best regards,

Oscar

Oscar Dylan,

Hi Oscar,

Is it correct override on PortalCasePage client schema the method  getActions() for hide some action?

getActions: function() {
	var actionMenuItems = this.Ext.create("Terrasoft.BaseViewModelCollection");
    actionMenuItems.addItem(this.getButtonMenuItem({
		"Caption": {"bindTo": "Resources.Strings.CancelCaseActionCaption"},
		"Tag": "cancelCase",
		"Enabled": {"bindTo": "EnableCancelAction"}
	}));
 	actionMenuItems.addItem(this.getButtonMenuItem({
		"Caption": {"bindTo": "Resources.Strings.CloseCaseActionCaption"},
		"Tag": "closeCase",
		"Enabled": {"bindTo": "EnableCancelAction"}
	}));
	actionMenuItems.addItem(this.getButtonMenuItem({
		"Caption": {"bindTo": "Resources.Strings.ReopenCaseActionCaption"},
		"Tag": "reopenCase",
		"Enabled": {"bindTo": "EnableReopenAction"}
	}));
	return actionMenuItems;
}

Stefano Bassoli,

Hi,

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.

Best regards,

Oscar

Dear Amritha,

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…

Best regards,

Angela

Dear Angela,

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

Amritha Mayan Gorky,

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? 

Dear Frederic,

In SSMS you can easily create diagrams showing the relationships between tables. The basic steps are:

1. Connect to the database server
2. Expand the Databases folder
3. Expand the folder for the database you're investigating.

4. Right click on the Database Diagrams folder.

   a. Select Install Diagram Support if needed

5. Select New Database Diagram
6. In the wizard add any tables you're interested in.

Best regards,

Angela

Thank you.

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

Ryan

Ryan Farley,

Thank you very much Ryan. I will try.

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?

Hi Frédéric,

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.

Hi, It now works perfectly. Thank you. We are using Sales 7.17.2.1728

Hi Angela,

Is there a way to create diagrams showing the relationships between tables with PgAdmin?

Best Regards

Stefano

Hi Angela,

Is there a way to do the same (create diagrams showing the relationships between tables) with PgAdmin?

Best Regards

Stefano

STEFANO FERRARI,

Hello,

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.

Dear Stephane,

It depends on the column you have added as a multi-choice field. It can be exported from lookups or from the detail itself if this is a detail. 

Best regards,

Angela

Angela Reyes,

Thank you Angela.

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?

Stefano Bassoli,

If the detail was not registered we recommend installing the app https://marketplace.creatio.com/app/excel-reports-builder-creatio. You can use it to set up a report for the object where information is stored in many to many related entity.

Best regards,

Angela

Thank you Angela!

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

Ryan

Ryan Farley,

Thanks Ryan

I tried the add-on but it raises some javascript run-time errors and doesn't allow me to select the column to group by.

By the way, I'm interesterd on doing it with JS code in a section page detail creating: I need to know how to implement it.

Thanks

Massimiliano

I tried following the instructions dounf on this post https://community.creatio.com/articles/displaying-detail-data-hierarchi…

but it doesn't work: any suggestions?

Dear Massimiliano Mazzacurati,

The answer will be published in this Creatio Community post.



Best regards,

Bogdan

Dear Akshaya, 



This issue can happen when you are trying to save or update something and there are some records in the system that already exists with the same Id, or when you have inserted some duplicated values in the table to which network request is referring, 



We would recommend you to check tables related to the System Wizard (SysModule, SysSchema and SysSchemaEdit) and try to find record with the Id or UId from the error description in order to find what to do next. 

Either you can contact us via support@creatio.com so we will check it from our side. 



Kind regards,

Roman

Dear Nicola, 



Can you please clarify a bit what do you mean exactly under "sending invoices"?

Do you mean sending them for approval? 



Thank you in advance. 



Kind regards,

Roman

Hi Roman

Ultimately I was looking to be able to select a number of 'Deals' that have been delivered to generate an invoice to be sent to our Customer. 

Thanks

Nicola

Nicola, 



In this case you may take a look on printables functionality available in Creatio. 

Using it you will be able to upload invoices and send them to your clients. 

More information on this functionality can be found in the following academy article. 



Thank you. 

Dear Braj,

If removing the code does not restore the panel try to clear your profile data by going into the profile and choosing the "Restore default settings" option. 

Best regards,

Angela

Angela Reyes,

 Thank You for this info but as i tried it on my local instance and my client asked us to hide the communication panel so please suggest any work around to do and an easy way to restore it

Braj Raj singh Kushwaha,

It is now not clear what your task is. The panel must be hidden forever or on specific conditions?

Angela Reyes,

The panel should be hidden forever.

In case we need it again then we should be able to make it visible as it was before.

And by using the above article I was able to hide it but when I tried to make it visible it was still hidden

Braj Raj singh Kushwaha,

Can you send here the code you used to make it visible? 

Angela Reyes,

diff: /**SCHEMA_DIFF*/[

                {

                    "operation": "remove",

                    "name": "communicationPanelAll",

                    "propertyName": "items",

                    "values": {

                        "id": "communicationPanelAll",

                        "selectors": {"wrapEl": "#communicationPanelAll"},

                        "itemType": Terrasoft.ViewItemType.CONTAINER,

                        "wrapClass": ["all"],

                        "items": [],

                        "tips": [],

                        "markerValue": {"bindTo": "CommunicationPanelMarkerValue"}

                    }

                },

Above code to hide

This code to unhide it or make it visible

diff: /**SCHEMA_DIFF*/[

                {

                    "operation": "insert",

                    "name": "communicationPanelAll",

                    "propertyName": "items",

                    "values": {

                        "id": "communicationPanelAll",

                        "selectors": {"wrapEl": "#communicationPanelAll"},

                        "itemType": Terrasoft.ViewItemType.CONTAINER,

                        "wrapClass": ["all"],

                        "items": [],

                        "tips": [],

                        "markerValue": {"bindTo": "CommunicationPanelMarkerValue"}

                    }

                },

Just made changes to this part only

Braj Raj singh Kushwaha,

There is an easier way to hide the CTI panel. Please create a replacing view model for "Communication panel schema":

with the medhod like this one:

init: function() {
					return false;
					}

As a result once the changes are saved and the page is refreshed the communication panel won't be initialized:

To restore the panel please remove all your customizations related to CommunicationPanel and add them according to my instruction.

Best regards,

Oscar

Oscar Dylan,

Hi Oscar,

As I tried your approach it is working fine thank you very much 

But to restore the panel I removed all customization and refreshed the whole site, Restored the default setting from the user profile still panel was not restored.

Please let me know how to restore it.

Thank You

Hello,

Unfortunately, at the moment there is no possibility to change that reference by using out-of-the-box tools. We have informed our R&D department about this case so they could consider enhancing the following functionality in the upcoming releases.

At the same time, you can check the ProcessDashboardSchema module (in the UIv2 package) and the BaseNotification module (in the NUI package). Bound methods are defined inside the UIv2 package in the ProcessDashboardSchema module.

Thank you for being interested in further improvement of the Creatio application!

Best regards,

Roman

Thank You So much