Hi guys,

I am working on a custom "ContactFieldConverter" [the thing that splits the Contact's FullName imported by excel/ webserveces etc] in order to split new contact's names into "GivenName" and "Surname", and preventing the OOTB function from filling in the "MiddleName" column.

In order to do so, I created a custom ContactGsFieldConverter in my package and inserted the value of the Separator and Converter in the Lookup "ShowNamesBy" and sysSetting "ContactFieldConverter".

[myContactGsFieldConverter code:]

 

 namespace Terrasoft.Configuration {
	using System;
	using System.Linq;
	using System.Text;
	using Terrasoft.Common;
	using Terrasoft.Configuration;
 
	#region Class: myContactGsFieldConverter
 
	/// <summary>
	/// Contact "Full name" field converter class.
	/// Separates "Full name" string using "Given name Surname" rule.
	/// </summary>
	public class myContactGsFieldConverter : IContactFieldConverter
	{
 
		#region Properties: Public
 
		/// <summary>
		/// Contact "Full name" separator characters array.
		/// </summary>
		private char[] _separator = { ' ' };
		public char[] Separator {
			get {
				return _separator;
			}
			set {
				_separator = value;
			}
		}
 
		#endregion
 
		#region Methdos: Public
 
		/// <summary>
		/// <see cref="IContactFieldConverter.GetContactSgm"/>
		/// </summary>
		/// <remarks>
		/// After splitting <paramref name="name"/> first element will be used as <see cref="ContactSgm.GivenName"/>,
		/// Everything else as <see cref="ContactSgm.Surname"/>.
		/// </remarks>
		ContactSgm IContactFieldConverter.GetContactSgm(string name) {
			var sgm = new ContactSgm();
			if (string.IsNullOrEmpty(name)) {
				return sgm;
			}
 
			var array = name.Split(Separator, StringSplitOptions.RemoveEmptyEntries);
			switch (array.Length) {
				case 0:
					return sgm;
				case 1:
					sgm.GivenName = array[0];
					break;
				case 2:
					sgm.GivenName = array[0];
					sgm.Surname = array[1];
					break;
				default:
					sgm.GivenName = array[0];
					StringBuilder sb = new StringBuilder();
					for (var i = 1; i <= array.Length - 1; i++) {
						sb.AppendFormat("{0} ", array[i]);
					}
					sgm.Surname = sb.ToString().Trim();
					break;
			}
			return sgm;
		}
 
		/// <summary>
		/// <see cref="IContactFieldConverter.GetContactName"/>
		/// </summary>
		/// <remarks>
		/// "Full name" string will be created using "Given name [Middle name] Surname" rule.
		/// </remarks>
		public string GetContactName(ContactSgm sgm) {
			var concatChar = Separator.FirstOrDefault();
			return new[] { sgm.GivenName, sgm.MiddleName, sgm.Surname }.ConcatIfNotEmpty(concatChar.ToString());
		}
		#endregion
	}
	#endregion	
}

The converter is not working. I tried to debug and noticed that my contact converter is returned as null to [this is a method in the Contact c# object]: 

public virtual void SetSgm(Contact contact) {
			if (contact == null) {
				return;
			}
			contact.FillSgmFields(GetContactConverter());
		}

Do you know if I need to do something specific in case of separate-assembly package?

ie: Using a different namespace for the converter/ setting the converter path in a different way within the system setting/ recreate the method on the Contact Object in my custom package.





Thank you in advance!

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4 comments

Hello Federica,

 

I just completed the test - convertor works in the assembly package as well. The code (since we don't need middle name) was:

namespace Terrasoft.Configuration {
    using System;
    using System.Linq;
    using System.Text;
    using Terrasoft.Common;
    #region Class: UsrCustomContactFieldConverter
    /// &lt;summary&gt;
    /// Contact "Full name" field converter class.
    /// Separates "Full name" string using "Surname Given name" rule.
    /// &lt;/summary&gt;
    public class UsrCustomContactFieldConverter : IContactFieldConverter
    {
        #region Properties: Public
        /// &lt;summary&gt;
        /// Contact "Full name" separator characters array.
        /// &lt;/summary&gt;
        private char[] _separator = { ' ' };
        public char[] Separator {
            get {
                return _separator;
            }
            set {
                _separator = value;
            }
        }
        #endregion
        #region Methdos: Public
        /// &lt;summary&gt;
        /// &lt;see cref="IContactFieldConverter.GetContactSgm"/&gt;
        /// &lt;/summary&gt;
        /// &lt;remarks&gt;
        /// After splitting &lt;paramref name="name"/&gt; first element will be used as &lt;see cref="ContactSgm.Surname"/&gt;,
        /// second element as &lt;see cref="ContactSgm.GivenName"/&gt;
        /// &lt;/remarks&gt;
        ContactSgm IContactFieldConverter.GetContactSgm(string name) {
			var sgm = new ContactSgm();
			if (string.IsNullOrEmpty(name)) {
				return sgm;
			}
			var array = name.Split(Separator, StringSplitOptions.RemoveEmptyEntries);
			switch (array.Length) {
				case 0:
					return sgm;
				case 1:
					sgm.GivenName = array[0];
					break;
				default:
					sgm.GivenName = array[0];
					sgm.Surname = array[1];
					break;
			}
			return sgm;
		}
        /// &lt;summary&gt;
        /// &lt;see cref="IContactFieldConverter.GetContactName"/&gt;
        /// &lt;/summary&gt;
        /// &lt;remarks&gt;
        /// "Full name" string will be created using "Surname Given name" rule.
        /// &lt;/remarks&gt;
        public string GetContactName(ContactSgm sgm) {
            var concatChar = Separator.FirstOrDefault();
            return new[] { sgm.Surname, sgm.GivenName }.ConcatIfNotEmpty(concatChar.ToString());
        }
        #endregion
    }
    #endregion
 
}

and then this convertor was registered in the database (ShowNamesBy table). As a result newly created contacts where full name is Test 1 2 had the first (Test) and last (1) name only while middle name was skipped.

Hi Oleg Drobina,

Could you share with me the record registered in the database table ShowNamesBy for a separate assembly pkg?

Hence, in case the site receives a Contact "Name": "Federica Rose Cattani" I don't want to "lose" the "MiddleName" but I want it to be concat to the "Surname". That's what I did in the converter shared. 

Federica,

 

Hi,

 

Sorry, I guess I was wrong with the package. Tested the same approach today and it didn't work until I unchecked the "Compile into separate assembly" checkbox in the package settings. So in your case you need to also do the same to make the converter work.

 

The insert was:

INSERT INTO ShowNamesBy (Name, Separator, Converter) VALUES (N'UsrCustomContactFieldConverter', N' .,;', N'Terrasoft.Configuration.UsrCustomContactFieldConverter');

 

Oleg Drobina,

Ok! In my case I can't "undo" the separate assembly since it contains customer's implementation and separate assembly it's way faster to compile.

The actual possible workaround would be to implement a second package without separate assembly containing only the custom ContactGsFieldConverter, am I correct?

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Hi all

I have created a web service that accepts values from a third party server. Next, I need to transfer one value from the request to the section field.

Question:

How do I call my finished web service in C#?

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Hi,

Are you talking about a service created in the configuration or in the "Web services" section?

Dmytro Vovchenko, in the web services section

 

the question is how to set up its call in c#, so that in the future to use its result in one of the fields of the section

 

Alexandr Bezbozhnov,

As far as I know, currently, there is no direct way of running this sort of web service from code. However, you can run it inside a business process and you can run this process inside C# code using

ProcessEngineService.svc, with it you even can get the result values of the process.

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Hi everyone,

how to use filter month and year Esq Server (EntitySchemaQuery)?

SELECT 
* 
FROM UsrTable 
WHERE 
MONTH(CreatedOn) = 1 AND YEAR(CreatedOn) = 2022

I found there is a function at https://academy.creatio.com/api/netcoreapi/7.17.0/#Terrasoft.Core~Terrasoft.Core.Entities.EntitySchemaQuery~CreateMonthFunction.html for get month and year.

https://prnt.sc/8brMGtYq3qhP

But how to use in filter?

esq.Filters.Add(esq.CreateFilterWithParameters(FilterComparisonType.Equal, "CreatedOn", Month));
esq.Filters.Add(esq.CreateFilterWithParameters(FilterComparisonType.Equal, "CreatedOn", Year));

Thank you.

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Best reply

Hello Romadan,

You can do filters like this using macros: 

// CreatedOn is the 1st month (January)
esq.Filters.Add(esq.CreateFilter(FilterComparisonType.Equal, "CreatedOn", EntitySchemaQueryMacrosType.Month, 1));
 
// CreatedOn is the first day of the month
esq.Filters.Add(esq.CreateFilter(FilterComparisonType.Equal, "CreatedOn", EntitySchemaQueryMacrosType.DayOfMonth, 1));
 
// CreatedOn is in the year 2022
esq.Filters.Add(esq.CreateFilter(FilterComparisonType.Equal, "CreatedOn", EntitySchemaQueryMacrosType.Year, 2022));

Ryan

Hello Romadan,

You can do filters like this using macros: 

// CreatedOn is the 1st month (January)
esq.Filters.Add(esq.CreateFilter(FilterComparisonType.Equal, "CreatedOn", EntitySchemaQueryMacrosType.Month, 1));
 
// CreatedOn is the first day of the month
esq.Filters.Add(esq.CreateFilter(FilterComparisonType.Equal, "CreatedOn", EntitySchemaQueryMacrosType.DayOfMonth, 1));
 
// CreatedOn is in the year 2022
esq.Filters.Add(esq.CreateFilter(FilterComparisonType.Equal, "CreatedOn", EntitySchemaQueryMacrosType.Year, 2022));

Ryan

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Hello Community,

 

We have a requirement for fetching all the column names of an object using source code.

 

I have taken this community post https://community.creatio.com/questions/get-title-columns-esq as reference and tried.

 

As per the article, the below code is used for fetching the column names after fetching the entity collection.

 titleColumnCaption = entity.Schema.Columns.GetByName("Title").Caption.Value;

But the code returns the null value.

 

Kindly let us know whether the above line of code is correct or not?

If not, suggest us an other way to achieve the functionality.

 

Thanks,

Sivaranjani

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Hello Sivaranjani,

 

It happens because the code above returns the "Title" column caption only and if your object doesn't have the column with such a name the result is null.

 

You need to use something like:

var columnCaptionsArray = activityEntity.Schema.Columns;
    foreach (var columnCaption in columnCaptionsArray)
    {
    	var captionForColumn = columnCaption.Caption.Value;
    }

and use the captionForColumn in your logic furhter.

 

Best regards,

Oscar

Oscar Dylan,

Thanks for the reply. The above code is working.

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Hi,

I want to use function that are not included in System library/package.

I need to add the following in order to use the functions.

using System.Linq;

I tried adding this to the script but got an error message: " Feature 'using declarations' is not available in C# 7.3. Please use language version 8.0 or greater."

Is there a way to add the 'System.Linq' somewhere?

Thanks,

Chani

 

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Hi Chani,

 

This error means that either the .Net Framework version in your server where the app is hosted is not 4.7.2 and higher or .Net Core version is not 3.1.301 and higher. Also you need to double-check that all the required components were enabled in the IIS settings.

 

Best regards,

Oscar

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Hi community,

 

When implementing a web service, I have a GET method with a parameter :

 

public int GetMethod(string name)

 

In this method, I did a query to get the age of the person in parameter :

 

var select = new Select(UserConnection)

     .Column("Age")

     .From("Contact")

     .Where("Contact", "Name").IsEqual(Column.Parameter(name)) as Select;

 

Then I save the age into an int var :

 

var age = select.ExecuteScalar();

 

return age;

 

The problem is the following :

 

How can I check if the name of a contact in the method parameter exsists in the DB or not ?

 

Example :

 

if(name != exists) {

   return 0;

} else {

  return age;

}

 

Thanks a lot.

 

Best regards,

Jonathan

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Best reply

Hi Jonathan,

 

Usually you use dataReader to get the value from your select query. What you can do is:

bool hasRecord = false;
using (DBExecutor executor = UserConnection.EnsureDBConnection()) {
using (IDataReader dataReader = select.ExecuteReader(executor)) {
  while (dataReader.Read()) {
    hasRecord  = true;
  }
 }
}
if(hasrecord){
  return age
}else{
  return 0
}

Or you can just set the default value of the age =0. Therefore if the dataReader does not return any record, the default value age (0) will be returned.



regards,

Cheng Gong

Hi Jonathan

 

Please add the next using -     

     using Terrasoft.Common;   

on the top of the page(if you didn't have this one). 

 

Then in the part of the code when you are trying to retrieve the age:

 

if (name.IsNullOrEmpty())

{

return 0;

}

else

{

return age;

}

 

Best Regards, 

 

Bogdan L.

Hi Jonathan,

 

Usually you use dataReader to get the value from your select query. What you can do is:

bool hasRecord = false;
using (DBExecutor executor = UserConnection.EnsureDBConnection()) {
using (IDataReader dataReader = select.ExecuteReader(executor)) {
  while (dataReader.Read()) {
    hasRecord  = true;
  }
 }
}
if(hasrecord){
  return age
}else{
  return 0
}

Or you can just set the default value of the age =0. Therefore if the dataReader does not return any record, the default value age (0) will be returned.



regards,

Cheng Gong

Bogdan Lesyk,

Thanks for your answer. It helped a lot !

Cheng Gong,

 

Your answer is really perfect ! Thanks a lot, i'll definitely save this snippet of code for my future implementations.

 

Regards,

Jonathan

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Hi everyone,

I have created a script task to create new records from a csv.

I am trying to implement a method to search the db for a matching record and then update it (in case it exists).

The second part (the 'else' part, it's working fine) 

Does anybody know how to filter and search a DB table? What am I getting wrong?

 

 

void saveLine(string line, int rowNumber){

    if(rowNumber!=0)

    {

        string lineFormatted = line.Replace("\"", "");

        string[] lineSplitted = lineFormatted.Split(',');

        var LRNMBL = lineSplitted[0];

        var LRRIGA = lineSplitted[1];

        var LRDTBL = lineSplitted[3];

        var LRCANA = lineSplitted[6];

        // Creation of query instance with "Contact" root schema. 

       

        // An EntitySchemaQuery instance that accesses the UsrTestFTPCall table of the database.

        var esq = new EntitySchemaQuery(UserConnection.EntitySchemaManager, "UsrVedniteTestate");

        

       

        // Adding columns to the query.

        esq.AddColumn("UsrLRNMBL");

        esq.AddColumn("UsrLRRIGA");

        esq.AddColumn("UsrLRDTBL");

        esq.AddColumn("UsrLRCANA");

        // Filter the query data. according to LRNMBL and 

        var esqFirstFilter = esq.createColumnFilterWithParameters(Terrasoft.ComparisonType.EQUAL,"UsrLRNMBL", LRNMBL);

        var esqSecondFilter = esq.createColumnFilterWithParameters(Terrasoft.ComparisonType.EQUAL,"UsrLRRIGA", LRRIGA);

        

        esq.filters.logicalOperation = Terrasoft.LogicalOperatorType.AND;

        

        esq.filters.add("esqFirstFilter", esqFirstFilter);

        //esq.Filters.Add(esqSecondFilter);

          

      

        // Get the result of the query.

        var entities = esq.GetEntityCollection(UserConnection);

        // If the data is received.

        if (entities.Count > 0)//Record exists in the db --> update

        {

           var recordToUpd = entities[0];

           recordToUpd.SetColumnValue("UsrLRNMBL", LRNMBL);

           recordToUpd.SetColumnValue("UsrLRRIGA", LRRIGA);

           recordToUpd.SetColumnValue("UsrLRDTBL", LRDTBL);

           recordToUpd.SetColumnValue("UsrLRCANA", LRCANA);

        }

        else 

        {

            //the record doesn't exist --> Create one

               var TestObj = UserConnection.EntitySchemaManager.GetInstanceByName("UsrTestFTPCall").CreateEntity(UserConnection);

            //access the data position and assign it to its column

            TestObj.SetDefColumnValues();

            //Associate new column values to old Col values

            TestObj.SetColumnValue("UsrName", rowNumber.ToString());

            TestObj.SetColumnValue("UsrLRNMBL", LRNMBL);//riferimento testata di vendita

            TestObj.SetColumnValue("UsrLRRIGA", LRRIGA);//riferimento riga all'interno della stessa vendita

            TestObj.SetColumnValue("UsrLRDTBL", LRDTBL);

            TestObj.SetColumnValue("UsrLRCANA", LRCANA);

            TestObj.Save();

           }

    }

}

 

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Hello,

I don't see anywhere in the code where you're saving the updates made to the entity in recordToUpd. Try adding the following to have it save the values in the database:

recordToUpd.UpdateInDB();

Ryan

Hello Federica,



Yes, try to add the method that Ryan recommended you. It will help to resolve the issue.



Best Regards,

Tetiana

Hi Ryan,

 

The problem is to access and filter records in the db.

That part of the script ain't working.

Hi Tetiana Bakai,

The main issue atm lays in the filtering and db-access part.

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Hi everyone, 

I'd like to automate a data Import from a FTP server using a business process, without downloading the file locally.

I also found this article (https://community.creatio.com/questions/how-automate-imports-ftp-locati…) , but the links have either been removed or deleted.

I would like to know whether it is possible to use C# code in a Script Task to store the data stream in RAM and eventually recover the data to import. 

Is it reasonable for a cloud- stored enviroment to handle this kind of process with CSV files of approx. 2 MB?

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Hi Federica, 

 

Actually you are still capable to use OData with business task to achieve required implementation. You don't need to use Scheduler for this, so disregard these deleted links, I will give you fresh one , please take a look on the actual OData 4 link with guide how to set up the integration: 

 

https://documenter.getpostman.com/view/10204500/SztHX5Qb?version=latest

 

Please also check out this link from Marketplace where you may find another solution for you task: 

 

https://marketplace.creatio.com/app/file-manager-creatio

 

here you may set up key features of needed requirements, so you can make "One click" implementation and it might be much easier for you.

 

Best Regards, 

 

Bogdan L. 

The .NET FtpWebRequest class can download a file to an in-memory stream (without actually saving the file anywhere) that you can then process from the stream. This could be used from a ScriptTask in a process etc

FtpWebRequest request =
    (FtpWebRequest)WebRequest.Create("ftp://ftp.example.com/path/file.txt");
request.Credentials = new NetworkCredential("username", "password");
request.Method = WebRequestMethods.Ftp.DownloadFile;
 
using (Stream stream = request.GetResponse().GetResponseStream())
using (StreamReader reader = new StreamReader(stream))
{
    while (!reader.EndOfStream)
    {
        string line = reader.ReadLine();
        // process the line as needed
    }
}

Ryan

Ryan Farley,

That's the script I'm running at the moment and it works!

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Hello community,



Can you please advise me how to run the server code (C#) from a client page (JS).

The business process has a delay when launching, so this method is not the best solution in my case.

 

Thank you in advance.

Mariia

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Hello,

 

Please check the following link https://academy.creatio.com/docs/developer/back-end_development/configu…;



Best Regards,

Tetiana Bakai

Hello,

 

Please check the following link https://academy.creatio.com/docs/developer/back-end_development/configu…;



Best Regards,

Tetiana Bakai

As Tetiana mentioned, how this is typically done in Creatio is by creating a configuration web service that you call from your client-side js code. It's actually one of my favorite parts of Creatio and makes for a very powerful development experience and allows you to keep the UI very quick by passing things between the client and the server and performing operations on the server rather than the client. Along with the Academy article Tetiana shared, I also have a write up of how to create a configuration web service and call it from client-side code here: https://customerfx.com/article/creating-a-web-service-and-consuming-it-…

Ryan

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Hi Team,

 

I want an schedule an email weekly with a excel report as attachment that will  be generated by system 

 

I used These application to generate excel report and attach to email automatically 

 

Excel pivot report for Creatio

Excel reports builder for Creatio

Printable attachment in email for Creatio

'Save printable' process element

Send email with attachments

 

But was unable to generate and attach excel to email on a scheduled process

Excel attachment is mandatory 

 

Please suggest a work around to solve this.

 

Thank You in Advance

 

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Hello,

There is no way to generate the excel report since it is not piece of default functionality. The workaround to attach the excel report manually on the attachments detail and use simple process to send it. Here is the example that send attachments from account:

 

 

 

 

Other than that, it is necessary to develop custom integration that will call for endpoint of the excel report generation, get file, send it to Creatio and then the process would re-send it according to your needs.

 

When clicking on generate excel report, the query calls for https://yourwebsite.com/0/rest/IntExcelReportService/GetExportFiltersKey with the following parameters:

EsqString: "{\"rootSchemaName\":\"Contact\",\"operationType\":0,\"includeProcessExecutionData\":true,\"filters\":{\"items\":{\"8488ded0-40f6-4167-95ca-20bccc49bfc1\":{\"filterType\":1,\"comparisonType\":3,\"isEnabled\":true,\"trimDateTimeParameterToDate\":false,\"leftExpression\":{\"expressionType\":0,\"columnPath\":\"Id\"},\"rightExpression\":{\"expressionType\":2,\"parameter\":{\"dataValueType\":1,\"value\":\"c4ed336c-3e9b-40fe-8b82-5632476472b4\"}}}},\"logicalOperation\":0,\"isEnabled\":true,\"filterType\":6},\"columns\":{\"items\":{\"Full name\":{\"caption\":\"Full name\",\"orderDirection\":0,\"orderPosition\":-1,\"isVisible\":true,\"expression\":{\"expressionType\":0,\"columnPath\":\"Name\"}},\"Age\":{\"caption\":\"Age\",\"orderDirection\":0,\"orderPosition\":-1,\"isVisible\":true,\"expression\":{\"expressionType\":0,\"columnPath\":\"Age\"}},\"Email\":{\"caption\":\"Email\",\"orderDirection\":0,\"orderPosition\":-1,\"isVisible\":true,\"expression\":{\"expressionType\":0,\"columnPath\":\"Email\"}}}},\"isDistinct\":false,\"rowCount\":-1,\"rowsOffset\":-1,\"isPageable\":false,\"allColumns\":false,\"useLocalization\":true,\"useRecordDeactivation\":false,\"serverESQCacheParameters\":{\"cacheLevel\":0,\"cacheGroup\":\"\",\"cacheItemName\":\"\"},\"queryOptimize\":false,\"useMetrics\":false,\"adminUnitRoleSources\":0,\"querySource\":0,\"ignoreDisplayValues\":false,\"isHierarchical\":false}"

RecordCollection: ["c4ed336c-3e9b-40fe-8b82-5632476472b4"]

ReportId: "ec1724f7-e58e-491f-8471-0ce19b61bc02"

 

so it is necessary to generate the POST request to this endpoint  /0/rest/IntExcelReportService/GetExportFiltersKey with similar parameters as above. As the response - you will get the file. 

Here is the similar post describing how to generate such POST request

 

https://community.creatio.com/questions/how-can-i-generate-excel-report…

 

Regards,

Dean

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