saving_method
detail
7.15_()
Studio_Creatio_()

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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7.15_()
Studio_Creatio_()

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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7.14_()
Studio_Creatio_()

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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7.14_()
Studio_Creatio_()

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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mobile application
7.15_()
Studio_Creatio_()

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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mobile
7.15_()
Studio_Creatio_()

Hi Community,

In mobile, how we can assign default workplace per user so that after login mobile user don't need to go to Settings->Workplace and change it everytime.

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Hi Fulgen,

To have mobile workplace by default you should go to the system settings -> search for "Default workspace" -> Choose the lookup "Mobile application workspace" -> the field Default value should be filled by the name of the workspace you want to be by default.

Thanks Bohdan,

But I believe this setup will applicable for all users, I want something to be it like per user of per role 

Fulgen Ninofranco,

You can use Access rights tab when setting up a workplace to choose roles.

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Hi Community,

Is there available report to Generate Licenses and its Corresponding Users in CRM?

 

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Dear Fulgen,

As for now there is no functionality to export license data via Excel. As a workaround you may use SQL queries and export data via SQL executor and SysLicUser&SysLicPackage tables. 

Best regards,

Angela

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change_log
7.15_()
Studio_Creatio_()

Hi Community,

On Change Log, how will I track who enabled the change log and added columns

 

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Dear Fulgen,

There is no mechanism to track who enabled the change log. However, by default it can do only the system administrators. To restrict the users from managing the change log, please use Can clear change log, Access to "Change log" section, View change log operation permissions.

Dean

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7.15_()
Studio_Creatio_()

Hi,

I added a detail in a portal section.

I added right permission to portal user for insert new detail.

When a portal user access to the section he can view the detail but he cannot add new item.

If a internal user add a detail, the portal user can't edit the item, the browser show the javascript error below attached

Please, can you help me ?

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    Currently, when the detail is added to the portal, the portal users cannot add the records. This is default application logic. We already had multiple requests from the customers to make this option possible and this idea has been accepted. It will be possible to add the records on the detail on portal in the nearest application releases.

    As for editing existing records, the logic of the portal affects overall detail functionality. It affects the existing records as well. Basically it is not quite possible to use details on portal since they do not have the corresponding records in the SysModuleEntity and SysModuleEntityInPortal to work properly on portal. 

 

Thank you Bohdan!

Bohdan Zdor,

Hello.  Has the ability to add new detail records for Self Service Portal Users been added to the latest version of Creatio?

Hello,

 

The data available for portal users is limited by the [ List of objects available for portal users ] lookup. Only the objects included in the lookup are accessible via the portal UI.

In addition, you should configure your object permissions according to your detail object.

 

Thank you,

Artem.

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