Studio Creatio | Community Creatio

Opportunity

Studio_Creatio

7.16

Customize opportunity mini page

Stefano Bassoli

16:47 Jan 04, 2021

Hi,

is it possible to customize the mini page opportunity to show only the account in the customer combobox ?

2 comments

Danyil Onoprienko

16:40 Jan 05, 2021

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

Stefano Bassoli

19:19 Jan 06, 2021

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"]

           }

       }

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#Custom_filter

#customization

Studio_Creatio

7.16

Added a custom filter to base schema but its functionality is too slow in section

Braj Raj singh Kushwaha

10:40 Dec 31, 2020

Hi Team,

I added a custom date filter to the base schema so that the changes will be reflected in all sections.

Able to see the functionality but it takes minutes to reflect results.

This is the link I followed to apply the Date Filter and I made changes to the base section schema so changes must be visible in all sections all at once.

https://academy.creatio.com/docs/developer/front-end_development/creatio_development_cases/section_business_logic/adding_quick_filter_block_to_a_section

The filter is visible in all sections but functionality is really slow as it takes minutes to reflect the result.

Please help to optimize this solution or any other workaround to make it work faster.

Thank You

1 comments

Oleg Drobina

16:24 Jan 04, 2021

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

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Q&A

Contact

contactage

Studio_Creatio

7.14

How to add contact age in the printable section

Amritha Mayan Gorky

13:57 Dec 30, 2020

Hi Community,

Scenario : Age in the contact is calculated OOB based on the DOB

Question: How to add the age field in printable, as we off the existing Age field, “0” value is being printed in the printable

1 comments

Ryan Farley

00:00 Dec 31, 2020

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

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Studio_Creatio

7.17

Extending BaseSchemaModuleV2

Van Ly

23:51 Dec 20, 2020

Hello,

I'm extending BaseSchemaModuleV2 follow example of CenterNotificationModule, but it's missing the messages GetHistoryState and ReplaceHistoryState (already define in BaseSchemaModuleV2). I found that CenterNotificationModule has Parent = BaseSchemaModuleV2, but I cannot find a way to add that Parent to my module.

3 comments

Oleg Drobina

00:52 Dec 21, 2020

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

Van Ly

06:44 Dec 21, 2020

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.

Van Ly

06:57 Dec 24, 2020

Is there any update?

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showInformationDialog

confirmed

Studio_Creatio

7.17

Close Confirm Dialog But Process Still Running Not Completed

vinh.nx

04:35 Dec 17, 2020

Hi, i have an issue when i Show Confirm dialog in a page but when i selected it's close dialog and page but process still running, it is

not completed. Anybody know this issuse ?

diff: /**SCHEMA_DIFF*/[
			{
				"operation": "merge",
				"name": "Button-be6148b819154a0791eaee8f1635d859",
				"values": {
					"enabled": true,
                    "click": {
                      "bindTo": "confirmRegistrationWriteOffContract"
                    },
				}
			},

methods: {
          confirmRegistrationWriteOffContract: function() {
            var message = this.get("Resources.Strings.RegistrationWriteOffContractRequestMessage");
            Terrasoft.showConfirmation(message, function(result) { 
              if (result === Terrasoft.MessageBoxButtons.YES.returnCode) {
                this.onSaveButtonClick();
              }
            }, ["yes", "no"], this);
          }
        },

0 comments

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Studio_Creatio

7.16

Unlock custom package in production

Stefano Bassoli

12:29 Dec 01, 2020

Hi,

I'm new on creatio, I'm ready to deploy my first custom package on production environment.

I've some question.

Is it possible to unlock my package on production environment ?

If I need to change something after deploy how can do it ?

2 comments

Olga Avis

10:39 Dec 02, 2020

Hello!

We would like to pay your attention, that unlocking and modifying the packages directly in the production environment may lead to system failure, that is why we recommend completing all changes in a package in one particular environment (for example, in the development one) to have it all tested and ready to be deployed properly in a production environment.

More detailed information on how to work with packages can be found in the Packages basics Academy article.

Please, let us know in case any further assistance is required.

Best regards,

Olga.

Stefano Bassoli

13:00 Dec 02, 2020

Olga Avis,

thank you for your response.

Then the better way is export my customization as md file and import in the production environment ?

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Q&A

section cases approval

Studio_Creatio

7.17

Have the approve, reject and change approval buttons fixed in the approval case tab

Amritha Mayan Gorky

10:52 Dec 01, 2020

Hi Community,

Scenario : For the approval action in the record page under case flow, it appears/ disappears on mouse hover the "approve", "reject" and "change approver" button

Question: Is there a option to have them fixed in the screen instead of mouse hover, so that the user can know that there is option to approve if they dont understand that they need to mouse hover on the screen to get the option

1 comments

Bogdan Spasibov

08:49 Dec 04, 2020

Hello Amritha,

The schema name that is to be modified is called ActionsDashboardItemContainer. Unfortunately, I was not able to find any examples of code that can change that functionality,

Best regards,

Bogdan

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7.17

Studio_Creatio

Build Package file alone instead of building the whole web application

Abinaya

15:03 Nov 25, 2020

We are trying to implement CI CD in our Creatio dev project where we have the created project package mapped to the git version control.

When we try to build the exported package alone, before deploying them to another environment, we are getting dependency errors.

Is there a way to build an installable package file from source code of the creatio application without a need for a Creatio instance?

Appreciate any help/suggestion on this.

Thanks

Abinaya

1 comments

Bogdan Spasibov

11:38 Nov 27, 2020

Hello,

Please check this Marketplace application. It can help you to generate packages from the file system.

Please let us know if it helps!

Best regards,

Bogdan S.

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Email_attachements

Studio_Creatio

Auto Send email with attachement

Nicola Wall

10:37 Nov 25, 2020

Is it possible to auto trigger an email with an attachment?

1 comments

Bogdan Spasibov

10:54 Nov 25, 2020

Hello Nicola,

Please check this Marketplace solution. I believe it has the exact functionality you are looking for.

Best regards,

Bogdan S.

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Mobile app

offline

lookup

7.16

Studio_Creatio

Lookup in offline mode

maher daher

20:58 Nov 24, 2020

Hello,

How can cache the lookups to the device in order to view them in offline mode for mobile app?

Thank you.

Maher.

3 comments

Oleg Drobina

03:41 Nov 25, 2020

Hello Maher,

Once you sync the mobile app with the main app all lookup values are being saved in the cache of the mobile app and will be available for selection in offline mode. In case you've added new lookup values to the main app and need them to appear in the mobile app please sync the mobile app with the main app and new values will appear as needed.

Best regards,

Oscar

maher daher

09:57 Nov 25, 2020

Oscar Dylan,

Hello Oscar,

Thank you for the reply.

I am not able to see the list of values in offline mode for some reason, are there any steps to do or configurations?

I did synchronize before disconnecting from the network.

Maher.

Oleg Drobina

01:26 Nov 26, 2020

maher daher, maybe our steps to reproduce the behavior are different. Can you please specify the value for the system setting with the "MobileApplicationMode" code (try setting the value as "Offline")? Have I understood you right that you perform synchronization, then disconnect your device from the network and then try to edit the record, select the lookup, but you don't have any values there? Is this a custom lookup or some out-of-the-box lookup?

Please also make sure that your lookup is present in the SyncOptions property -> SysLookupsImportConfig attribute in the mobile application manifest (as described here). Because your lookup may simply not sync with the mobile application.

Best regards,

Oscar

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