Hi Community,

In Case I have created a custom BP that sends email to some of the CRM users. Now since this is a custom Email, it is now showing in Timeline Tab, how can I configure my custom Email so that it will show in Timeline. 

 

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Dear Fulgen,

If email is sent automatically via business process it will not create activity. You can either send it manually or use script task to send email and create activity. 

Best regards,

Angela 

Angela Reyes,

 

Thanks Angela,

Then how I can show it on Case Timeline?

Fulgen Ninofranco,

It will appear in timeline when it is connected to the record. To connect email to record it must be created firs. You can use Send email to case assignee as an example to examine how activities are created and connected to records via script task. 

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Hello



Creatio by default allows a user to choose between 50, 250 and 500 as max lengths of a Text column from the Object designer. We have a use case where we have to set a specific max length for a field Eg Text (80 charecters). Find below a few questions in this regard 

1. Is there a way to set this custom max length for that object from the Creatio GUI?

2. If #1 is not possible, Can this be set directly at the database/data model layer? If Yes, How? Also, will such a limit automatically bubble upward to the UI? ie If the field is set to 80 charectars and an input field is linked to it, Does a validation of max 80 charectars on the UI automatically apply?

3. The following link provides guidelines on how to custom implement an input validation on the UI. Will such a validation also work on Creatio Mobile?

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Hello. Would really appreciate some help on this question

M Shrikanth,

 

1. There is no way to set the custom max length for a field from the Creatio GUI.

 

2. It's possible to set the custom max length for a field via development by creating a field validator. Please find the examples in the article on Academy:

https://academy.creatio.com/documents/technic-sdk/7-15/how-add-field-validation?_ga=2.27542716.1082264901.1584023961-1276886288.1584023961

 

3. The validation functionality must be developed in the mobile application separately. You need to create a custom business rule in the mobile for that. The guidelines can be found in the article on Academy:

https://academy.creatio.com/documents/technic-sdkmob/7-15/custom-business-rules-mobile-application

Hello

Creatio by default allows a user to choose between 50, 250 and 500 as max lengths of a Text column from the Object designer.

1. Is there a way to set this custom max length for that object from the Freedom UI?

Ahamed Rizlan,

 

Hello,

 

On the object level it's not possible however field validator can be used on the page where the field is added to ensure the value has a specific length and prevent saving when the field length is greater than some value. Here is an article regarding field validators in Freedom UI.

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Hi Community,

How to Sort Records in Mobile App Section List?

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Dear Fulgen,

Hope you are doing well today.

The mobile application doesn't have this option. We already had similar requests from multiple users and our R&D team has in plans to implement the sorting option in the future application versions.

Best regards,

Dean

Dean Parrett,

Thanks Dean, but programatically is there any way?

Dear Fulgen,

Yes, you can develop custom sorting function. You can try to debug the sorting feature in the web version and implement similar logic for mobile version.

Regards,

Dean

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Hello,

I have tried running clio in different ways and it does not work. First I downloaded and unzipped clio not on the download folder but in another path. I went to the unzipped folder and double clicked the register.cmd and clio.cmd files. Then I open the windows cmd and typed clio and it said that "clio is not recognized as an internal or external command..." Then I tried running clio on the cmd and still did not work. I attached all the possible ways I did this.

 

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Hello Yania,

 

Please go to https://github.com/Advance-Technologies-Foundation/clio and install the latest 2.0.0.7 version of clio tool that should not result in an error you've specified. Please also use the installation guide provided via the link above and also this Creatio Acaedmy article.

 

Best regards,

Oscar

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Hi Community,

Saving parent record when using detail "+" button is taking more seconds compared when saving the parent record directly using "Save" button on edit page. Any idea how we can optimize this? 

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Hi Fulgen,



Are you sure that you do not have any additional logic triggere when page\detail is saved?





"+" button on the detail actually does the same thing as "Save" button. It will publish a message to the page to trigger save function. https://prnt.sc/r4q0u3 https://prnt.sc/r4q13z



Regards,

Dmytro

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Hi, Hope someone could help me.

I have created a business process and it runs from the Requests section. In this, the process is sending the request for approval (the person seeking the approval manually selects the approver). In case of a positive result, the process will be terminated. In cases of a negative result, the person approving the request fills out the rejection reason using Open Edit Page to display the original record in the context of the user seek the approval with "Recommendation for filling in the page" containing the reasons for denial. "Once the original user makes changes to the record it is resubmitted for approval. The cycle continues for no more than three iterations. If the approval is not granted after three attempts, the process terminates. Can anyone please guide me on this. 

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Hi Nagamani,



We've created a similar process with the logic you've described.



Please find all the screenshots of the business process in this archive.



In case if you need a more thorough analysis of the process you've created, please create a request to creatio@support.com.



Thank you! 

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Hello team ,

if i click on button it will redirect to another section or page 

could you please help me with this code 

please  reply soon

regards ,

uttej

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In order to open another section or page please use the code below:

this.sandbox.publish("PushHistoryState", {hash: "SectionModuleV2/AccountSectionV2/"});

The "hash" parameter is what appears after the ViewModule.aspx# in the url.

Here is an example below. In the example the Account section is opened when "Open Account Section" button is clicked.

define("ContactPageV2", [], function() {

    return {

        entitySchemaName: "Contact",

        methods: {

            onOpenAccountSectionClick: function(){

                 this.sandbox.publish("PushHistoryState", {hash: "SectionModuleV2/AccountSectionV2/"});

            }

        },

        dataModels: /**SCHEMA_DATA_MODELS*/{}/**SCHEMA_DATA_MODELS*/,

        diff: /**SCHEMA_DIFF*/[

             {

                    // Indicates that an operation of adding an item to the page is being executed.

                    "operation": "insert",

                    // Meta-name of the parent control item where the button is added.

                    "parentName": "LeftContainer",

                    // Indicates that the button is added to the control items collection

                    // of the parent item (whose name is specified in the parentName).

                    "propertyName": "items",

                    // Meta-name of the added button.

                    "name": "OpenSecrionButton",

                    // Supplementary properties of the item.

                    "values": {

                        // Type of the added item is button.

                        itemType: Terrasoft.ViewItemType.BUTTON,

                        // Binding the button title to a localizable string of the schema.

                        caption: {bindTo: "Resources.Strings.OpenAccountSection"},

                        // Binding the button press handler method.

                        click: { bindTo: "onOpenAccountSectionClick" },

                        enabled: true,

                        // Setting the field location.

                        "layout": {

                            "column": 1,

                            "row": 6,

                            "colSpan": 1

                        }

                    }

                }

    

        ]/**SCHEMA_DIFF*/

    };

});

 

 

 

i need the same, but for freedomui 

Davit Gharagebakyan,

In the Freedom UI page, if you create a button, you can choose an action to open a specific page. The other way to open a page is described in this article.

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Hello Team,

In given screenshot actual color of offer release button is blue 

now it's in inactive state 

if status look up is reject it will active 

kindly let me know the process .hoping for a positive reply

 

regards,

uttej

 

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In order to implement enable/disable button functionality please use the "enabled" property of the button. Bind this property to the method that will check some conditions and return true or false.

Please feel free to use the example below. In the example the "Quote" button is enabled when "Category"  is "Enterprise" and disabled in other cases - https://prnt.sc/qrbpql

define("OpportunityPageV2", [], function() {

    return {

        entitySchemaName: "Opportunity",

        methods: {

            onNewQuoteClick: function() {

                this.showInformationDialog("Hello");

            },

            isEnterpriseCategory: function() {

                var result = false;

                if(this.get("Category")){

                    result = this.get("Category").value === "385e1034-b68e-4e45-b3c3-25b164235f99";//Enterprise

                }

                return result;

            }

        },

        diff: /**SCHEMA_DIFF*/[

            {

                "operation": "insert",

                "name": "NewQuoteButton",

                "parentName": "LeftContainer",

                "propertyName": "items",

                "values": {

                    "itemType": Terrasoft.ViewItemType.BUTTON,

                    "style": Terrasoft.controls.ButtonEnums.style.DEFAULT,

                    "caption": {"bindTo": "Resources.Strings.NewQuoteBtn"},

                    "click": {"bindTo": "onNewQuoteClick"},

                    "enabled": {"bindTo": "isEnterpriseCategory"},

                    "classes": {

                        "textClass": ["actions-button-margin-right"]

                    }

                }

            }

        ]/**SCHEMA_DIFF*/

    };

});

 

 

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Hi Community!

Is it possible to filter the performer of the business process task with Organizational Role? 

My case is that I need to create the 'Perform Task' element where 'Who performs the task?' field equals ID of User who is assigned to Organizational Role. 

I've tried to read data from the 'User in Role' object but the process failed.

Thanks,

BR Paulina

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Hello,

'Who performs the task?' field takes value directly from "Contact" table so unfortunately it is not possible to display some task for specific role since it can lead to errors when processing this task record by several people. But our R&D team is already working on the possibility of assigning the task to some role.

Best regards,

Oscar

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Hi Community,

How to transfer the custom workplace created using mobile application wizard from one system to another? I transferred using 'export packages to archive' and 'installed applications' section. All the schemas were transferred but when I check in 'Mobile application wizard' the custom workplace is not there.

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Please suggest what object needs to be bind so that it will be part of my package and will be transferred to another system. Thanks

Fulgen Ninofranco,

Hello!



You should bind data for object 

SysMobileWorkplace.



Regards,

Dmytro

 

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