Hi,

 

One of our objets has started as a lookup, but over time it evolved and we now want it to behave as a regular entity. For example, a page was created to display and manage the contents and we want the business to be able to edit its contents.

Saving changes is now blocked by the business people not having the "CanManageLookup" permission. We don't want to grant that permission to the users, but rather remove the limitation from the object.

How can we achieve this?

Kind regards,

Koen Bonnet

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You'd basically change the Parent of the object from BaseLookup to BaseEntity. However, doing that will have the following impact: BaseLookup gives the object Name and Description, BaseEntity does not have those. This could break a lot of things with the page and also with data in records already saved.

I've not tested making this change, so definitely try this out in a test or dev system before attempting any of this in prod. What I would probably do, before you make the change from BaseLookup to BaseEntity, first create new custom Name and Description columns, for example UsrName, etc (assuming these are being used). Then migrate all data from the lookup columns Name & Description to the new custom UsrName & UsrDescription. Then change the page to map to these new custom fields. Then, change the parent of the object to BaseEntity.

Maybe there is some way to override the check for CanManageLookups for your one object as an exception, but I've never looked into that. I assume you'd need to go the route outlined above.

Ryan

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Hi Community,

I’m running multiple processes using subprocesses. In the business process, there’s an element where I can retrieve the values for the total processes, completed processes, and terminated processes. However, these values are always showing as 0, even though there are completed processes.

Is there something wrong with my configuration below?

 

element parameter


 

subprocessnotificationprocess logpush notif

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That works for me, but it does require not running the subprocesses in the background (which I can see from your screenshot that you're not)

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Hi Community,

I am reading a file using Process file system action. I have to send the base64 format of the file to an external api. How can I do that conversion using the script task?

Any code/resource would be really helpful. TIA

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Hello, 

To convert a file read via the "Process file" system action into a Base64 string within a business process, you will use a Script Task. This allows you to perform the conversion using C# and then pass the resulting string to an external API.

var files = context.Process.FindFlowElementByName("ObjectFileProcessingUserTask1")  
  .GetPropertyValue("ObjectFiles") as ICompositeObjectList<ICompositeObject>;

if (files != null)   
{  
  foreach(var file in files)   
  {  
      if(file.TryGetValue<EntityFileLocator>("File", out EntityFileLocator fileLocator))   
      {  
          IFile fileItem = UserConnection.GetFile(fileLocator); // This now works due to the 'using' directives [11]  
          using (System.IO.Stream stream = fileItem.Read())   
          {  
              using (var memoryStream = new System.IO.MemoryStream())  
              {  
                  stream.CopyTo(memoryStream);  
                  byte[] content = memoryStream.ToArray();  
                  var encodedContent = Convert.ToBase64String(content);  
                  Set<string>("EncodedFile", encodedContent);  
              }  
          }  
      }  
  }  
}

return true;

In the Methods tab, add the following to the Usings list:

  • Terrasoft.File
  • Terrasoft.File.Abstractions
     

     

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Hi Community,

In freedom UI, Is it possible to change the input length for the phone number field when the Display input mask option is enabled?

In Indonesia, mobile phone numbers typically have a length of 10 to 12 digits (without the mask), but when the option is checked, users can only enter up to 9 digits.

input phone number

Thanks!

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Hello,

Our R&D team has already started a task to add new phone masks functionality which will be implemented in 8.3.0 version release.

For now, as a workaround, we suggest disabling the mask check in the phone number (in the designer).
image (3).png

We apologize for any inconvenience this may cause. 
Thank you for choosing Creatio!

Hello,

Our R&D team has already started a task to add new phone masks functionality which will be implemented in 8.3.0 version release.

For now, as a workaround, we suggest disabling the mask check in the phone number (in the designer).
image (3).png

We apologize for any inconvenience this may cause. 
Thank you for choosing Creatio!

Thank you for the confirmation.

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Hi;

I create my own ProcessDashboartdSchema page i add some fields

The parent object has CSS file indicated:
define("ProcessDashboardSchema",
    [
        "ProcessDashboardSchemaResources",
        "ConfigurationConstants",
        "RemindingsUtilities",
        "FormatUtils",
        "DesktopPopupNotification",
        "DcmElementSchemaManager",
        "EmptyGridMessageConfigBuilder",
        "QuickFilterModuleV2",
        "css!ProcessDashboardModule"
    ],

I would like to add some CSS tags so i create my new CSS file and try to add it to my new object definition but on page i can see just only settings from CSS indicate in base object.

I would like only increase tom margin of notificationContainer because i add some fields to filterconteiner

Appreciate for any help

Regards
Tomek Branicki
 

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Hello Tomasz,

 

The algorithm how you can add or edit CSS style in your page is described in the article https://community.creatio.com/articles/how-add-or-edit-css-style.

 

Also if you have some styles that can conflict with each other don't forget to add !important to the style that has to be applied.

For example:

.notificationContainer {
	margin-top: 10px !mportant;
}

Iryna Oriyenko,

Hi Iryna;
Thanks for replay.
it work

regards
Tomek

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hello everyone! im having issues adding business rules, im trying to add a "filter" option in the "then"action but it is missing, any idea of why?

 

i am using freddom ui pages 8.2 version

 

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There are two types of business rules, page-level business rules and object-level business rules. Filters are object-level business rules. In your screenshot you're showing page-level business rules. The object-level rules would show below those on the left side, but the fact that those are missing in your screenshot likely means that the page doesn't have an object data source. 

There are two types of business rules, page-level business rules and object-level business rules. Filters are object-level business rules. In your screenshot you're showing page-level business rules. The object-level rules would show below those on the left side, but the fact that those are missing in your screenshot likely means that the page doesn't have an object data source. 

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Good afternoon. I am a new user of the CRM. I registered and booked a meeting, but no one showed up.
I am a developer, and I need an account for test calls. Together with a telephony specialist from UniTalk, we completed all the setup, but we still couldn't make a call.
Is it possible to fix this issue so that I can fully use the CRM during the testing period?

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Ruslan, good afternoon!

Could you please provide more details on which settings you need help with in the configuration?
Please also provide more detailed information about where exactly you're encountering difficulties - at which step of the configuration the issue occurs.

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Hey Community 
I'm trying to implement a use case where the visibility of a particular stage in the DCM flow bar can be manipulated. I did observe that the Qualify status object ( which has a link to lead) has a column called IsDisplayed . How does this work ? (Is it only for setting the values in the flow bar or can the visibility be dynamically controlled as well ?).
I'm looking to implement this in a custom section.

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sprity,

You should be able to achieve your business idea by simply creating several Cases (https://academy.creatio.com/docs/8.x/no-code-customization/bpm-tools/dy…) depending on a value of some field.

Unfortunately, it is not possible to dynamically show/hide some stages within one Case. 

Hello,

Please describe in more detail how exactly you expect this logic to work.

Mira Dmitruk,
 

Hey ,
Let’s say you have a stage lookup, a custom section (e.g. Product), a related configuration section (e.g. Product Config), and a detail (Stage Config) inside the Product section that maps which stages apply to each product.

For example:

  • Product A is configured with Stages 1, 2, and 3
  • Product B has Stages 1, 2, 3, and 4

So when a user is working with Product A, the DCM (progress flow bar) should not display Stage 4

sprity,

You should be able to achieve your business idea by simply creating several Cases (https://academy.creatio.com/docs/8.x/no-code-customization/bpm-tools/dy…) depending on a value of some field.

Unfortunately, it is not possible to dynamically show/hide some stages within one Case. 

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We have an email with over 180,000 recipients. We would like to throttle this in parameters to send 20,000 emails a day. However, the "delay between emails" is confusing. What would be the best way to set up the parameters to achieve sending 20,000 emails per day beginning at 7:00 AM? Thanks in advance.

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I have integrated a email inbox in communication panel Emails. Now, I want to do below things.

  1. Every time I receive an email to that inbox, I want to check if the attachments are there.
  2. If the attachments are there, then I want to read the content(blob) of the file and send it to a REST API through web service.
  3. The API will return something, I want to save that to an object.

This is what I did so far:

I have created a BP which will trigger when an activity is created. I am able to read the activity but not able to read the attachment. 

When I am trying to set find query under filter records for read data component its getting reset after I refresh.

I have attached the screenshots for reference.


This is what I want to set:

The condition I want to set

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Once I refresh the page or if I switch between system actions its being reset to below condition:

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Hello,

You should use the Process file element for this:

https://academy.creatio.com/docs/8.x/no-code-customization/bpm-tools/pr…

Hi Mira,

Thanks for the response.

Yes, I used Process file.. Now, I want to send the file to a REST API using web service. I see there is no direct support to send the file. If I want to send the Base64(rich text) version of the file, how can I do that?

Sagar Rodda,

Here are the instructions on working specifically with the files via API:

https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platfor…

Thanks for sharing the link.. I have added the code to meet my requirement. Its giving an error. 

/* The file content. */
var content = new byte[]();
 
/* Create a unique ID for the new file. */
Guid RecordId = Get&lt;Guid&gt;("RecordId");
 
/* Create the "EntityFileLocator" instance identified by "recordId" and stored in the "ActivityFile" database table. */
var fileLocator = new EntityFileLocator("ActivityFile", RecordId);
 
/* Pass the created locator to the method of the "UserConnection" class. */
IFile file = UserConnection.GetFile(fileLocator);
 
using (Stream stream = file.Read()) {
 
   /* Retrieve the file content and save it to the array. */
   content = stream.ReadToEnd();
}
 
var base64 = Convert.ToBase64String(content);
 
Set&lt;string&gt;("FileBase64", base64);
 
return true;

 

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