Creatio Community,

 

Is it possible to format a custom macro field on an email template? I need to display a date with the long format date on an email (eg. August 25, 2022) 



The email definition that has the date looks like this:



The details of this fee were [#UsrPatientContactPreference.UsrEmailText#] to the patient or dispute submitter, on [#UsrRequestForAdditionalInformationSentOn#]



The  last field is the one I need to format.

 

Thanks,

Jose

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Hi Jose,

 

Unfortunately, of now, there is no such functionality, but our R&D already has plans to implement it in future versions of Creatio!

 

As a workaround you can add a macro handler into the template:

https://academy.creatio.com/docs/developer/application_components/email…

Hi Jose,

 

Unfortunately, of now, there is no such functionality, but our R&D already has plans to implement it in future versions of Creatio!

 

As a workaround you can add a macro handler into the template:

https://academy.creatio.com/docs/developer/application_components/email…

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Hi,

I need to hide/remove the New button and the "Data Import" option available under Actions in a lookup object.

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Hello Janhav,

 

The best way to achieve your business task is disallow the import and export operation permission for users.

 

Best regards,

Bogdan

Hi Bogdan,

I need to restrict import for only few specific lookup objects and not for all objects.

I see the operation permission restricts for all objects.

Janhavi Tanna,

 

Please feel free to check the similar Creatio Community post, where discussed your question:



https://community.creatio.com/questions/how-hide-or-remove-actions-sect…



Best regards,

Bogdan

Bogdan,

I'm unable to find the page for lookup objects in which the above mentioned code can be executed.

Janhavi Tanna,



Please check methods in the BaseLookupConfigurationSection schema.

 

In order to hide the specific action, you will need to change a Visible property:
 
getSectionActions: function() {
                var actionMenuItems = this.callParent(arguments);
                actionMenuItems.each(function(item) {
                    if(item.values.Caption.bindTo === "Resources.Strings.ExportListToExcelFileButtonCaption"){
                        item.values.Visible = false;
                    }
                });
                return actionMenuItems;
            }
In order to remove the specific action from the collection:
 
getSectionActions: function() {
                var actionMenuItems = this.callParent(arguments);
                var itemToRemove;
                actionMenuItems.each(function(item) {
                    if(item.values.Caption.bindTo === "Resources.Strings.ExportListToExcelFileButtonCaption"){
                        itemToRemove = item;
                    }
                });
                actionMenuItems.remove(itemToRemove);
                return actionMenuItems;
            }





BR,

Bhoobalan Palanivelu.

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I am trying to setup the WorkspaceConsole for .Net core application(CRM bundle v8.0) and trying to follow the link https://academy.creatio.com/docs/8-0/developer/development_tools/delive… on Ubuntu.

Can anyone please assist on Step 4 replacement for .Net core as we cannot find the mentioned file

 

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Hello Altaf,



There is a separate paragraph in this article for WorkspaceConsole on .NET Core



Best regards,

Bogdan

 

Thanks Bogdan. I missed it.

Would like to know whether BuildConfiguration is equal to BuildWorkspace from .Net framework? As I checked my changes were not built after running BuildConfiguration only. It works only when we trigger Publish from Creatio.

Altaf Hussian,



You can find the description of the Parameter in the same article. 



Best regards,

Bodagn

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Hello Everyone,



Hope all are fine and healthy,



I have a scenario where I have to take the users through few (let's say 2-3 ) preconfigured pages where they will fill values in fields displayed on the pages (for ex. A = true, B= false, Country = Australia) and once they submit on the last page, then they should be redirected to the section page and a dynamic folder should be automatically created having the filled in values by the users as filter conditions (A = true, B= false, Country = Australia).



Can anyone suggest an approach to this scenario.



I have checked that whenever we create a folder with filter confitions a record will be created in table "ObjectFolder" where In "SearchData" column our applied filter condition will be stored as bytes.

But still not getting any Idea on how to approach this problem.



Thanks you very much for your time.

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I have an article that shows the opposite, how to read the filter conditions from a folder and use in an ESQ. https://customerfx.com/article/programmatically-using-section-folder-fi…

Perhaps you could work backwards from there to do the opposite? It appears you could just form the ESQ filters as JSON, then use System.Text.Encoding.GetBytes to get the JSON as a byte array and write back to SearchData using the entity class SetBytesValue function.

Hope this helps get you started.

Ryan

Hi Ryan,

 

My code looks like below so far 

 

As per your Instructions, I have created ESQ filters but didn't know how to convert them to JSON.

 

Please help !

 

Hi Ryan Farley,

 

I try to write and run below code 

 

And it is giving me below error : 

Newtonsoft.Json.JsonSerializationException: Self referencing loop detected for property 'Provider' with type 'Terrasoft.Core.ManagerProvider'. Path 'Manager.DataValueTypeManager.Provider.AppConnection.LicManager'

 

Any help please !

Hi Team,

 

Any help in this case please.

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Hi Community,

 

I have setup a DCM on a section. But when I login from a portal user, I can see the DCM area/container but can not see the DCM bar. Is there any setting or permission that needs to be added?

 

I am using 7.18.3 Studio version. Any help would be appreciated.

 

Thanks,

Sourav Kumar Samal

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Hello Sourav, 

 

Please check the following post regarding DCM in the portal section - https://community.creatio.com/articles/enable-dcm-portal-users

 

Let me know if it answers your question,

Igor

Ihor Skohariev,

 

I have seen that article, that seems pretty old one. Does that still applicable for the Creatio version 7.18.3?

 

Regards,

Sourav

 

Sourav Kumar Samal,

 

Please create a new request for support@creatio.com, as we will need more details to investigate your case. 

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Hi Community,

 

We need to hide the notifications for Activities (Created in process or DCM). Is there a way to hide or don't show those notifications for activities only?

 

Regards,

Sourav Kumar Samal

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Hello,

 

Please provide us with more details on the business logic you want to implement and specify which notifications exactly this is about (in DCM or communication panel?)

 

Kind regards,

Mira

Mira Dmitruk,

 

To elaborate more,

While adding an activity element in business process or in DCM, the activity notification shows under "Business Process Tasks" in communication panel (refer screenshot). Under the same "Auto generated page" or "Pre configured pages" are also shown.

 

 

Our requirement here is to hide those activity notifications from "Business Process Tasks", but keep the "Auto generated page" or "Pre configured pages" notifications.

 

Regards,

Sourav

Hi Sourav,

 

If you do not need these tasks to be shown and completed for the process to continue, you can create activities with a simple "Add data" element in the business process instead of "Perform task".

 

Would this solve your task?

 

Best regards,

Max.

Max,

 

We need some of the tasks to be completed by the user to proceed, but we don't want to show those tasks in the notification panel.

 

Is there a way to hide those?

 

Regards,

Sourav

This would be very useful to me too, did you find a solution/is there any way to do this?

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I created a custom web service to accept xml from one of our lead aggregators. However, it is not deserializing the request body, and all I get in response is a Null Object Reference error. Am I missing something?

 

My custom web service:

namespace Terrasoft.Configuration.UsrMyLeadImportNamespace
{
    using System.Collections.Generic;
    using System.IO;
    using System.Xml;
    using System;
    using System.Runtime.Serialization;
    using System.ServiceModel;
    using System.ServiceModel.Activation;
    using System.ServiceModel.Web;
    using System.Xml.Serialization;
    using Core;
    using Core.DB;
    using Terrasoft.Web.Common;
 
    [XmlSerializerFormat]
    [ServiceContract]
    [AspNetCompatibilityRequirements(RequirementsMode = AspNetCompatibilityRequirementsMode.Required)]
    public class UsrMyLeadImport: BaseService
    {
		private SystemUserConnection _systemUserConnection;
		private SystemUserConnection SystemUserConnection
		{
			get
			{
				return _systemUserConnection ?? (_systemUserConnection = (SystemUserConnection)AppConnection.SystemUserConnection);
			}
		}
		// Service operation.
		[OperationContract]
		[WebInvoke(Method = "POST", RequestFormat = WebMessageFormat.Xml, ResponseFormat = WebMessageFormat.Xml, BodyStyle = WebMessageBodyStyle.Wrapped, UriTemplate = "new")]
		public MyResponse New(LeadInformation leadInformation)
		{
			var response = new MyResponse();
			response.ResponseStatus = "Tracking Number is => " + leadInformation.TrackingNumber;
			return response;
		}
	}
 
 
	[XmlRoot(ElementName = "LeadInformation")]
	public class LeadInformation
	{
		[XmlElement(ElementName = "TrackingNumber")]
		public int TrackingNumber { get; set; }
 
	}
 
	[DataContract(Namespace = "")]
	[Serializable]
	public class MyResponse
	{
		[DataMember]
		public string ResponseStatus { get; set; }
	}
}

Request Body:

<LeadInformation>
    <TrackingNumber>12345</TrackingNumber>
</LeadInformation>

 

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I've performed the same setup (additionally to the code you've shared, registered the service as anonymous) and sent the following request in Postman:

As you can see the result is correct so the issue is somewhere in the request you send or in the service settings. You need to double-check them.

I've performed the same setup (additionally to the code you've shared, registered the service as anonymous) and sent the following request in Postman:

As you can see the result is correct so the issue is somewhere in the request you send or in the service settings. You need to double-check them.

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Is it possible to add an Account section in the same workplace. So there will be 2 Account sections in 1 workplace.

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Hello,

 

In order to add the same section to a workplace you ned to run the following script in the database, since it's not possible to do so from a Workplace setup:

 

insert into "SysModuleInWorkplace" ("SysWorkplaceId", "SysModuleId")

values ('_inser_ID_here_', '_inser_ID_here_')

 

So you need to find the ID of the needed section in the SysModuleId table + an ID of the workplace where you want to put add it in the SysWorkplaceId table.

 

It should look like this once you paste the needed IDs (please note that this is only an example):

 

insert into "SysModuleInWorkplace" ("SysWorkplaceId", "SysModuleId")

values ('f4cd2a9b-1312-4d26-9205-c09e8ba56218', '005063c9-8180-e011-afbc-00155d04320c')

 

We would like to warn you, that though it is possible to add the same section to a workplace, we do not recommend doing so as this behavior wasn't tested and may result in unexpected issues. Also, we highly recommend testing it on a dev/test environment first to make sure it works as you need it.

 

Kind regards,

Mira

Hello,

 

In order to add the same section to a workplace you ned to run the following script in the database, since it's not possible to do so from a Workplace setup:

 

insert into "SysModuleInWorkplace" ("SysWorkplaceId", "SysModuleId")

values ('_inser_ID_here_', '_inser_ID_here_')

 

So you need to find the ID of the needed section in the SysModuleId table + an ID of the workplace where you want to put add it in the SysWorkplaceId table.

 

It should look like this once you paste the needed IDs (please note that this is only an example):

 

insert into "SysModuleInWorkplace" ("SysWorkplaceId", "SysModuleId")

values ('f4cd2a9b-1312-4d26-9205-c09e8ba56218', '005063c9-8180-e011-afbc-00155d04320c')

 

We would like to warn you, that though it is possible to add the same section to a workplace, we do not recommend doing so as this behavior wasn't tested and may result in unexpected issues. Also, we highly recommend testing it on a dev/test environment first to make sure it works as you need it.

 

Kind regards,

Mira

Mira Dmitruk,

Thank you. It works..

I have already put the same section in 1 Workpalce. So there will be 2 section in 1 Workplace. Next question is, can we change on of section Account to another name?

Ahmad Bagus Ariyanto,

 

Please note that it is not possible to change the name only for one of them since this is the same object shown twice and if you change the name of one of them, the other one will change too.

 

Kind regards,

Mira 

 

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Hi community,

I have a standard package and would like to migrate it to the new assembly-type package.

I know it is possible to move a single package element to another package, but I have never done it.

Do you have any suggestions?

 

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Hello,

 

Please note there's a useful article on Creatio Academy on Package conversion that should help with your need. Make sure to check it and lt us know if questions appear!

 

Kind regards,

Mira

Mira Dmitruk,

Thank you Mira

I will give you a feedback

Stefano Bassoli,

Hi Mira,

I have a standard package installed in the production environment.

What happens if I migrate to an assembly package and then try to install it in my production environment.

Is this a supported scenario?

A technical youtube video going in more details about uses cases, best practice and advantages of this new feature would be great :)

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Hi,

 

I have some Case Stages grouped and in some scenarios of all the stages only one is available. Is there a way to default to that one instead of the user click on the drop down and select the only stage available?

 

In the attached example, I'd would like the 'Validate Provider File' stage on the bar so the user does not have to click the drop down and select it.

 

Thanks,

Jose

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Hello,

You can automatically fill in the required fields using business rules.



More about business rules on the academy website:

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

Thanks Cherednichenko, but that is not what I need. I don't need to default a field on the actual page. I need to make visible the only stage available on a case where stages are grouped. What stage is enabled depends on a previous stage. In the screenshot attached to the question, If the previous stage was Confirm Provider File Received', then the only option available for the user is Validate Provider File. But because that stage is grouped with 'Validate Patient File', that is what is shown in the bar and the user has to make an extra click to select 'Validate Provider File' even though that is the only option available.

Hello Jose,

 

Thank you for the explanation.

Unfortunately, such functionality can be only achieved by the means of development.

We will create a request for our R&D team in order to bring this functionality in future releases.

 

Best regards,

Artem.

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