Studio_Creatio
8.0

Hi all, 

 

I've long wondered how best to set up the configuration when you have many objects and related schemas, etc. that all depend on each other. Let's say we have "Accounts", "Contacts", "Agents" "Feedback", "Bookings" and so on. 

 

All of these objects have either a dependency based on a lookup of the other, or they have a related list on a page schema. 



I am attempting to try and separate out, but it's not possible without causing dependency issues. I noticed that Creatio's base configuration copes with this by creating many copies of a object, and adding them in packages such as "ContactInAccount". This seems like it would be hard to manage from a user level. 



Would most just add all the objects mentioned above into a single package to decrease complexity? 



Thanks

Harry

Like 0

Like

1 comments

Hello,

 

When setting up the configuration for multiple objects with interdependencies, there are various approaches you can take. Let's consider some strategies to help you manage the complexity effectively:

  1. Analyze interdependencies: Start by analyzing the interdependencies between the objects. Identify which objects depend on each other and how they are related. This will help you understand the relationships and dependencies that exist within your system.

  2. Consider modularization: Instead of including all objects in a single package, you can consider modularizing your configuration. Divide your objects into logical modules based on their functionality or business domains. 

  3. Use shared packages: If you have objects that are commonly used across multiple modules or have shared dependencies, you can create separate packages for these shared objects. This way, you can include these packages in the respective modules that require them. 

  4. Leverage lookup fields and related lists: When configuring the objects, utilize lookup fields and related lists to establish the relationships between them. This allows you to reference and display related records without creating redundant copies of objects.

  5. Test and validate: Regardless of the approach you choose, it's crucial to thoroughly test and validate your configuration to ensure that the interdependencies and relationships are properly maintained. This will help identify any issues or conflicts early on.

Show all comments
PageFilterIssue
FreedomUI
Studio_Creatio
8.0

Hello Community, 

I have a business case where I wanted to load the records to the editable detail on click of a Save Button (We have a custom code written to insert the records to detail). 

I have added a page filter so that the detail should contain only the records where reference Id in detail is current page Id

Currently the records gets loaded when I refresh the entire form page. 

But I wanted to load the detail without refreshing entire page. 

I also tried to reload the detail from code, it didn't worked. 

my page filter is designed such that detail referencecoulmnId = current form page Id

When I reopen the page everything looks good.

Any suggestions is really helpful

 

Thanks

Gargeyi

 

 

Like 0

Like

1 comments

Hello,

 

Please check if the logic you created works when you click the Refresh button from the addon https://marketplace.creatio.com/app/reload-data-button-creatio right after clicking the Save button.

If it does, you can analyze the logic of the Refresh button from the addon and add it to your logic.

Unfortunately, we do not have ready examples of the implementation of this logic.

 

Best regards,

Yuliya

Show all comments

Hello Team ,

 

I hope this email finds you well. I am writing to seek assistance regarding a functionality in Creatio that I'm currently exploring. I would like to generate a printable report from a specific database view, and I was hoping you could provide me with some guidance on how to achieve this.

 

I have already identified the database view that contains the necessary data for the report.

 

Could you kindly outline the general steps I should follow in order to accomplish this task?

 

Thank you in advance for your assistance. I look forward to hearing from you soon.

 

Best regards,

ABDERRAHMAN TIGAMI

Like 0

Like

1 comments

Hello,



I understand that you have a question regarding the creation of a report in the system. Allow me to provide you with some guidance.

Please note that a report can only be created based on an object that has a created section. To begin, I recommend following the instructions outlined in the following link to ensure that you have created the object based on your view.

Instruction: https://academy.creatio.com/docs/developer/back_end_development/localiz…

After you have created the object based on your view, you will have two options to obtain information from the view in the report:

If the view is connected to the section through one of the columns, you can utilize the view object in the report table.



If you wish to create the report based on the view itself, you need to create the section first. Once the section is created, you can proceed with generating the report based on this section.

For more detailed information on creating reports, I recommend referring to the Creatio Academy, which provides comprehensive guidance on the topic: 

https://academy.creatio.com/docs/user/customization_tools/print_ready_r…

Show all comments
datavaluetype
file
Studio_Creatio
8.0

Hi,



I am scanning around and couldn't fine anyway on how to add/display the new column I added on my schema. It's a File Datatype which meant to be used to upload any file.



I kept getting:

 "Unhandled Promise rejection: Object { message: "DataValueType.BLOB is not supported" }"

Here's the sample DIFF script I added.

{
				"operation": "insert",
				"name": "TCFileObj",
				"values": {
					"layout": {
						"colSpan": 12, "rowSpan": 1, "column": 0, "row": 5
					},
					"bindTo": "TCFile",
                    "controlConfig": {
                            "fileUpload": true
                        }
				},
				"parentName": "ParentName",
				"propertyName": "items",
				"index": 6
			}





 

Like 0

Like

4 comments

Hello,

The data type "File" doesn't mean to be displayed on the page and therefore you cannot upload files to it using the UI.

If you want to work with files, please use the Attachment detail.

Dmytro Vovchenko,



Is it a datatype not meant to be use in Schema/Object level?

Solem Khan Abdusalam,

 

Hi,

 

Please use a standard and working approach with the "Attachments and notes" detail on the page to upload files. There is no particular documentation or example on how to add DataValueType.BLOB fields on the page, but you can review how the column is added to the system setting with "MenuLogoImage" code page:

and implement the same.

Oleg Drobina,



That's actually a very cool way to start somewhere!

I'll check it out.



I'll post the sample code after making it work.

Show all comments
Studio_Creatio
8.0

Hi all, 

 

Does anyone know if it is possible to send the crt.CreateRecordRequest to a specific page and not to the objects default form? 



I want open the a modal form page rather than the default form. I suppose it will be added in upcoming releases but wondering if there is a workaround now.



Thanks!

Like 0

Like

3 comments

Hello,

 

In the basic code I found this example:

request: "crt.CreateRecordRequest",
                            params: {
                                entityName: a,
                                entityPageName: t.cardSchemaName,
                                defaultValues: o
                            }

try using the same approach, but change entityName and entityPageName. This should open your custom page.

Hi Oleg, that does work, thank you. 



Only trouble is it opens the modal as a full width page. I don't suppose anyway around that in this version?



Harry,

 

I am affraid there is no workaround for it, but I will registed a task for our R&D team on this matter. Thank you in helping us to make the application better!

Show all comments
Studio_Creatio

Redis permission denied

Like 0

Like

6 comments

Hello,

 

Could you please elaborate on this and describe your question in more detail?

When I browse  creatio web page on IIS then error occur 

REDIS PERMISSION DENIED

Hi!

 

Please make sure you have your Redis software in a running state and that you filled in the settings of connectionStrings:


 

Also, you have to meet the requirements of having Redis Server 4.0 and up. Here is the necessary info: https://academy.creatio.com/docs/user/on_site_deployment/caching_server

Rehan Ali,

Hi Rehan,

Can you tell me how you solve this Error?

Rehan Ali,

did you get sulution?

Hello!

 

To understand the mistake, please provide us with more information about the issue that you are facing. 

Show all comments
lookup
Studio_Creatio
8.0

Hi community,

 

I would like to know the base function that gets called when you click on a lookup value and takes you to a new page in FreedomUI. We are looking to override the function and add our own logic to it.

 

Thanks in advance.

 

Regards,

Abilash.S

Like 0

Like

1 comments

Hi,

 

In creatio-devkit-common there is the Bs class with the constructor with this function:

process: async t=>{
                        const e = this._getHandler(t);
                        return null == e ? void 0 : e.handle(t)
                    }

and when the lookup value is clicked the "crt.7XRequest" request is caughth with the "EditRecord" action:

(payload stores information about which entity the lookup column represents and which record will be opened) after which page opening is performed. So you need to check for the "crt.7XRequest" request in your case.

Show all comments
word
report designer
detail
Studio_Creatio
8.0

I am trying to create a basic printable report that includes data from Section as well as the detail of that section

 

and I have created the template in Word,

 

and the report setup in creatio is as below,

But the output only has data from the main section but not from the detail,

Can you please help with this?

Like 1

Like

0 comments
Show all comments
RESTAPI
API
crm
Studio_Creatio

We are trying to integrate our service with Creatio CRM and one of our needs is adding custom fields to such entities as Lead, Contact, Order after getting an access token to customer's CRM account

 

Is there any possibility to use Creatio Rest API to add such fields? 

If yes, I would be glad to get an example of such request

 

Thank you

Like 0

Like

0 comments
Show all comments
FreedomUI
Studio_Creatio
8.0

Hello Community, 

 

Is there a way to copy the record on click of a button in the Form Page such that it will open the record with copied values and is open to edit values?

When I tried to copy a record using Modal class it directly creates a new record in the DB. I don't want to create a new record in DB with copied values but to open a new record with copied value.

 

Thanks in Advance

Like 0

Like

3 comments

Hello,

By clicking a button you can start a business-process in which you have the element "Open edit page". In this element, you can also set default values from all the columns you need. 

Hello, 

 

Thankyou for your reply,

I tried doing this but I could not find my custom Form page in the Open edit page field. 

Actually I wanted to perform the same operation that we do on click of "Copy" of a record from a list page in the form page on click of button. 

On click of a button, Copy all the fields in the current form page and open a new record with  copied fields, But the record should not get saved in DB until user saves the record. 

 

Any Suggestions is really helpful. 

 

Thanks

Gargeyi

 

 

Hello,

In that case, you can add a button with the action "Open new record".

With it, you can choose your objects and set the column values from the main record.

this button will open a new page without actually saving the record.

Show all comments