Contact
communication options
linkedin
Studio_Creatio
7.16

Hi Community, 

 

How can I change the LinkedIn field into Hyper instead of plain text? The web link changed to hyperlink but not social media links as they remain plain text.

 

 

As admin I can see any Linkedin link as hyperlink but for others its plain text. I am hopping its a quick fix just adding All-Employee Role to specific object level permission or something similar.

 

Any help is appreciated!

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1 comments

Hi Irfan,

 

Thank you for your question!

 

Here are the steps you have to perform to switch on clickability of the LinkedIn URL:



1. Go to Lookups

Image.png

2. Search for Communication option types

Image.png


3. Look here for the LinkedIn item and open it



Image.png

4. Click on + and chose Web type from the list.

Image.png



Also, we recommend you delete the type Social network from here because for now LinkedIn can only be recognized as a web link.

 

Best regards,

Anastasiia

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#array
#filter
ESQ
SectionActionsDashboardTabs
Studio_Creatio
7.18

Hi Community,

I am facing an issue which is related to SectionActions Button for sending multiple records. I need to send some records (out of all selected records) to a business process in an array after filtering with esq inside section edit page.

Issue: The filtered Id's are not being pushed into array correctly. Means when we explore the array, the values are there but when we try to print or send we get initial value of that array (i.e. empty string or null).

 

getSectionActions: function() {

                var actionMenuItems = this.callParent(arguments);

                actionMenuItems.addItem(this.getButtonMenuItem({

                    Type: "Terrasoft.MenuSeparator",

                    Caption: ""

                }));

                actionMenuItems.addItem(this.getButtonMenuItem({

                    "Caption": {bindTo: "Resources.Strings.AMDAssignMultipleRecords"},

                    "Click": {bindTo:"runCustomProcess"},

                    "IsEnabledForSelectedAll": true

                }));

                return actionMenuItems;

            },

            runCustomProcess: function(){

                if(this.get("SelectedRows") == "" || this.get("SelectedRows") == undefined){

                    this.showInformationDialog("Please select records for batch process!");

                }

                else{  

                    var selectedRows = this.get("SelectedRows");

                    console.log("Selected records : ", selectedRows);

                    var recordsnumber = selectedRows.length;

                    var resIdRows=[];

                    var resIdForArray="";

                    selectedRows.forEach(fnProgramABCArray);

                    console.log("Selected ABC records : ", resIdRows);

                    var selectedOrder = resIdRows.toString();

                    console.log("selectedOrder: ", selectedOrder);

                    var args = {

                        sysProcessName: "AMDProcess_BatchAssignments",

                        parameters: {

                            SelectedRowsCol: selectedOrder,

                            NoOfRes: recordsnumber

                        },

                    };

                    ProcessModuleUtilities.executeProcess(args);

                }



                function fnProgramABCArray(item){

                    var esq = Ext.create("Terrasoft.EntitySchemaQuery", { rootSchemaName: "AMDTestPlans" });

                    esq.addColumn("AMDStatus");

                    esq.addColumn("AMDProgram");

                    esq.filters.addItem(esq.createColumnFilterWithParameter(

                        Terrasoft.ComparisonType.EQUAL, "Id", item));

                    esq.getEntityCollection(function (result) {

                        let status = result.collection.getByIndex(0).get("AMDStatus").displayValue;

                        let program = result.collection.getByIndex(0).get("AMDProgram").displayValue;

                        if(status === "In Progress" && program === "ABC"){

                            resIdRows.push(item);

                        }

                    });

                }

            }

 

Please find attached screenshot below with an array of selected records vs another array of selected ABC records and string output as Selected order (empty string).

 

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1 comments

Hi,

 

The issue here is that ESQ is asynchronous and as a result once the:

 

selectedRows.forEach(fnProgramABCArray);

 

is called, the browser continues executing the main runCustomProcess, but in addition executes the fnProgramABCArray in the background and when the

 

console.log("Selected ABC records : ", resIdRows);

 

and 

 

console.log("selectedOrder: ", selectedOrder);

 

are executed they won't show anything, these will be an empty array and an empty string.

 

You need to modify this logic and perform the filtration of records in the business process directly where you can check all the records passed using either the read data element and the conditional flow or a script task that uses the SelectQuery class to check data consistency.

 

Best regards,

Oscar

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dashboard
data binding
Studio_Creatio

How to bind dashboards from an environment to another as a portal user and as a full user?

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1 comments

Hello!

 

The dashboard's data is stored in the SysDashboards for dashboards on analytics, 

and SysWidgetDashboard for dashboards in the section pages.

    You can transfer this data using data bindings or on the DB level (merge for existing on the target instance and insert for non-existing).

  Data for folders, filters, and column setup is stored in the SysProfileData. You can transfer it similarly to the dashboard's data. 

    In case if you need more information on adding data bindings for the package, please see the article below: 

https://academy.creatio.com/docs/developer/development_tools/packages

 

Best regards,

Anastasiia

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data import
templates
transfer
template
Transfer_templates
Studio_Creatio
7.18

Hello everybody,

we created some import templates in our Dev Instance. Is there a way to transfer these templates from the DEV to the Productive Instance? So we can use the ready-made Excel templates there as well and would not have to rebuild the mapping.

Stefan

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1 comments
Best reply

Hello.

You can use the functionality "Binding data to the package".

To do this, you need to create a "Data" element in the "Configuration" section and bind the necessary data to the "FileImportTemplate" object.

Please find more information on your request in these Creatio articles:

https://academy.creatio.com/docs/developer/development_tools/packages/packages_basics/overview#title-2105-9

https://academy.creatio.com/docs/developer/development_tools/packages/bind_data

Hello.

You can use the functionality "Binding data to the package".

To do this, you need to create a "Data" element in the "Configuration" section and bind the necessary data to the "FileImportTemplate" object.

Please find more information on your request in these Creatio articles:

https://academy.creatio.com/docs/developer/development_tools/packages/packages_basics/overview#title-2105-9

https://academy.creatio.com/docs/developer/development_tools/packages/bind_data

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Hi Community!

 

I have a requirement to add fields for multiple records from the connected detail along with fields from the macro object (1:M Relation). Can anyone suggest how to achieve this task?

 

Thanks & Regards,

Kritika Vari

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1 comments

Dear Kritika,

 

Thank you for your question.

 

Unfortunately, your business task can be achieved neither with basic nor with advanced tools. 

We have already registered the idea for our R&D team to implement this functionality in further releases. 

 

Best regards,

Anastasiia

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Import_data
Studio_Creatio
7.18

Hi community,

Consider this scenario.

An Excel file with account name and account type columns.

I have to import this data into account table.

If the account type column contains  a value missing in the related table, creatio creates for me this value.

Is it possible to disable with an operation permission?

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5 comments
Best reply

Stefano,

 

Unfortunately, the offered solution will not solve this issue.

During the import process, the system checks for the correct access rights for the modification of the object (lookup in this case) of the user that initiated the process.

Hence why the users that lack needed rights will not be able to import the data.

 

If you were to restrict the access to the lookup, the data will not be added during the import, regardless if needed columns exist in the lookup or not.

 

Thank you.

 

Best regards,

Kate

Hello!

 

Unfortunately, there is no way to prevent new records creation in objects during data import and we have a problem registered to our R&D team so to implement such a functionality.

This is due to the logic implemented in the import process.

The system adds missing values to its lookups in order to prevent data loss during the import process.

 

As an alternative solution I can recommend the following:

1. Remove the unwanted column from the file before the import, and add it after the process.

2. Match the naming of the file columns with Creatio's system naming.

3. If the problem is tied to creating a lot of duplicates in the system after imports, you can turn on Creatio's deduplication feature and merge the duplicates together.

I will let our R&D team know about your request so to raise the priority of the problem. Thank you for reporting this issue to us and helping us to make our application better!

 

Best regards,

Kate

Kate Karpik,

Thank you Kate

 

Is removing the add permission for a specific lookup a viable work-around?

Stefano,

 

Unfortunately, the offered solution will not solve this issue.

During the import process, the system checks for the correct access rights for the modification of the object (lookup in this case) of the user that initiated the process.

Hence why the users that lack needed rights will not be able to import the data.

 

If you were to restrict the access to the lookup, the data will not be added during the import, regardless if needed columns exist in the lookup or not.

 

Thank you.

 

Best regards,

Kate

Kate Karpik writes:

checks for the correct access rights for the modification of the object (lookup in this case) of the user that initiated the process. Hence why the users that lack needed rights will not be able to import the data.

 

>>Unfortunately, there is no way to prevent new records creation in >>objects during data import and we have a problem registered to >>our R&D team so to implement such a functionality.


Hi, is the above function developed by R&D team yet?
 

 

Jeffrey,

Hello,

The feature has not yet been implemented, and is currently in 'on hold' status.

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Hi Creatio Community,

I have a portal user connected with an account for eg, Tesla.

Now on customer portal, I have an account lookup but it is only showing the account with which the Portal User is connected to (As shown in the screenshot below).

I want to know is there any way to show every Account names in the lookup?

 

Similarly, there is a contact lookup on portal which is only showing the current portal user name (As shown in the screenshot below).

Is there any way to show every Contact names in the lookup?

Thank you.

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4 comments
Best reply

Nisarg Soni,

Hi!

The problem is that the record permissions are turned on and portal users don't have any permissions there. Therefore portal users don't get access to any records. 

Please add permissions of kind (All employees -> All portal users), clear the cache, re-login under a portal user and you should see the records in the list!

 

Best regards,

Max.

Hello,

Please check the object permission for the Contact and Account for "All portal users" in the “Object permissions” section?

alonadolya,

Hi

For Contact and Account, the permission is set for "All portal users". Images attached for reference.

Nisarg Soni,

Hi!

The problem is that the record permissions are turned on and portal users don't have any permissions there. Therefore portal users don't get access to any records. 

Please add permissions of kind (All employees -> All portal users), clear the cache, re-login under a portal user and you should see the records in the list!

 

Best regards,

Max.

Max,

Hi

Thanks for the solution. It works!

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Hi Community,

 

I've an custom assembly package, with a custom business process.

In the business process I added a script block element.

If I move a process element to the designer and try to save, I get the error "Object reference not set to an instance of an object."

To solve the problem I have to change something in the script block and save the BP.

Is there any other way to do this?

 

In the Error.log file there is this error:

2022-05-17 09:40:55,788 [92] ERROR IIS APPPOOL\creatio Terrasoft Post - ManagerServiceLog - ErrorCode = NullReferenceException; Message = Object reference not set to an instance of an object.; InnerException: ; StackTrace =    in Terrasoft.Core.Process.ProcessSchemaManager.GetIsProcessExistsInAssembly(ProcessSchema processSchema)

   in Terrasoft.Core.Process.ProcessInterpretationValidator.ChangedSchemaMethodsRule.ValidateCompiledMethodsInAssembly(ProcessSchema processSchema)

   in Terrasoft.Core.Process.ProcessInterpretationValidator.ChangedSchemaMethodsRule.Validate()

   in Terrasoft.Core.Process.BaseInterpretationValidator`1.Validate(TProcessSchema processSchema, List`1 validationRules, Boolean checkAllRules)

   in Terrasoft.Core.Process.ProcessSchemaManager.GetProcessValidationResult(ProcessSchema process, UserConnection userConnection)

   in Terrasoft.Nui.ServiceModel.WebService.BaseProcessSchemaDesigner`1.ValidateSchema(ISchemaManagerItem item, BaseProcessSchemaResponse response)

   in Terrasoft.Nui.ServiceModel.WebService.BaseProcessSchemaDesigner`1.Save(ContractBaseProcessSchema`1 schema, BaseProcessSchemaResponse response)

   in Terrasoft.Nui.ServiceModel.WebService.ProcessSchemaManagerService.Post(ContractProcessSchema processSchema)

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2 comments

Dear Stefano,

Sometimes you can catch a bug when trying to save a new version of the process with script-task to assembly package.

This bug is actual for 7.18.5 and lower versions, for example. But in 8.0+ versions it's already fixed.

As a workaround, I can suggest you use a simple package, not an assembly one. 

Of course, the best way to fix it is to update your application to 8.0+.

Best regards, Alex.

 

Aleksei Efimenko,

Thank you Aleksei

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Hi All,

 

I want to use Wait Timer element in multiple business processes. I want it to wait upto 28 days. Will there be any issue if I specify 28 days (24,19,200 seconds) ? or is there any recommendation what is the maximum wait duration can be given?

 

Thanks,

Sourav Kumar Samal

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3 comments

Hi Sourav,

 

Please be informed that the [WAIT FOR TIMER] element will not work correctly with such a big value, it will definitely drift off the needed amount of time at some point. Could you please elaborate on what business logic you're trying to implement, so we could try to find a possible alternative for you?

 

Kind regards,

Mira

Hi Mira,

 

We have a similar case although not so much time, "just" 5 days.

Will the wait timer element not work for a period like this?

Also the expectation is to have several hundred cases that will be simultaneously be in this "wait" mode.

 

Thanks,

Luis

Luis Tinoco Azevedo,

 

I'm sorry for the confusion, we have double-checked this functionality with our R&D team and they confirmed, that Wait Timer will work correctly even with such a big value specified. Please feel free to try it out and in case you do face any issues, make sure to register a case for our support team.

 

Kind regards,

Mira

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Studio_Creatio
7.18
Hi dear community!
Can I link the timeline from the Contact section to the Leads section?
Do you know some articles or cases
Thank you!
Like 0

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1 comments

Hi Vladimir,

 

You need to create a custom item view module based on the Contact object and add it to the Leads section. Please use this article as a reference where the same task is described using a custom "Books" section added as timeline item to the "Accounts" section.

 

Best regards,

Oscar

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