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

Hi Sebastian, 

Here are the example how you can do it:

Best Regards, 

Bogdan L

If this is a cloud system, and you don't have access to local tools, you can use the following commands via SQL Executor to get the SQL for the view.

If database is MSSQL:

SELECT
    definition
FROM
    sys.sql_modules
WHERE
    object_id = object_id('viewname');

If database is Postgresql:

select pg_get_viewdef('"viewname"', true)

Ryan

The new editor is based on the Code Mirror editor. I've outlined some of the most common shortcut keys here https://customerfx.com/article/tips-for-working-with-the-new-code-edito…

You can see the complete list of shortcut keys on the Code Mirror website in the Commands section, although not all of them are implemented in the Creatio editor (and I don't see one to comment/uncomment multiple lines although Code Mirror does have a comment addon and I've not checked if it implements this - or if the Creatio implementation includes that) https://codemirror.net/doc/manual.html#keymaps

Ryan

Thank you, Ryan. So far, I still wait for somebody from Creatio to tell if there is shortcut key for comment multiple lines, or a promise to include that feature in next release.

Van Ly,

We are using CodeMirror to write code in the designer so all shortcuts can be found here: https://defkey.com/codemirror-shortcuts

Unfortunately, comment out multiple lines shortcut is not present in the list. 

Best regards,

Angela

Hello Stefano,

Hope you're doing well.

If I understood your business task correctly, the next explanation should help you in this case:

https://community.creatio.com/questions/send-user-notification-notifica…

Best regards,

Roman

Thank you Roman for your answer.

I solved my problem using a script task with the following code inside

string processName = "process name";
string message = "bla bla";
var remindEntity = RemindingServerUtilities.GetRemindingByProcess(UserConnection, processName, message);
remindEntity.Save();

Hello Stefano,

Thank you for letting us know.

Have a nice weekend!

Best regards,

Roman

Hello Stephano,

Thank you for your question.

Please refer to this link for detailed instructions on how to perform such changes to the mini-page dropdown list:

https://community.creatio.com/questions/remove-customer-need-opportunity

Make sure to change the "LeadType" columnName to: "Contact" and the "LeadType" entitycolumnName to: "QualifiedContact" 



Hope this helps!

Danyil

Hi Danyil

I obtained what I wanted.

I added to the OpportunityMiniPage client schema the following code and all works well.

 attributes: {

            "Client": {

                    "multiLookupColumns": ["Account"]

            }

        }    

Hi,

You need to take a look at the SELECT query that is sent to the database when specifying a filter using this custom filtration by dates and see the SELECT query text. Try adding indexes (see the "Adding indexes to the object" paragraph) for the StartDate column and also for other columns that are used in the ESQ:

Also try parsing queries themeselves using SQL-server profiler and add indexes to the columns that are mentioned in the WHERE and OrderBy clauses. Indexes should help in optimizing SQL-queries (since the problem is definitely in them).

Best regards,

Oscar

Best route is likely to create a custom macro for the printable, you could pass it the DOB and it would return the age. See an example here: https://customerfx.com/article/creating-custom-macros-to-format-values-…

Ryan

Hello,

Here is an example of extending the modules:

define("UsrTestModuleV2", ["TestModuleV2"],
function() {
    Ext.define("Terrasoft.UsrTestModuleV2", {
        extend: "Terrasoft.TestModuleV2",
         
        // extend functions in TestModuleV2
     
    });
});

In the logic above the "UsrTestModuleV2" will use all the logic of "TestModuleV2" and also extended logic for "TestModuleV2" specified in the "UsrTestModuleV2". Also the parent is already added to "CenterNotificationModule" - it is done in this part of the schema definition:

 define("CenterNotificationModule", ["BaseSchemaModuleV2"]

so BaseSchemaModuleV2 is a dependency for the "CenterNotificationModule".

Best regards,

Oscar

No, I mean this parent:

The messages are inherited via metadata inheritance:

This is the error I get when I loaded the test module:

Basically, I can manual add those messages into the test module. However, if the BaseSchemaModuleV2 is updated with new messages, the error may happen again. Therefore, inheriting those metadata is the best way to make sure that the test module is forward-compatible. The CenterNotificationModule metadata exported shows that it inherited those metadata instead of redefining them. But it seems that I cannot do that from the developer console, although the built-in package already had ability to do that.

Is there any update?