Hello Ramya,

We thought on overriding the logic of the crt.DownloadEntityFileRequest request, but the handler doesn't trigger upon clicking the file. I will ask our R&D team to make it possible to control the download of files out-of-the-box and do it in the nearest releases.

Thank you!

Oleg Drobina,

Thank you for the swift response. Since overriding is not possible as of now, is there any way to disable the link? Something similar to the Classic UI diff value "showValueAsLink" : false?

Regards,

Ramya

Oleg Drobina,

Can you also elaborate what handler is getting called if it is not "crt.DownloadEntityFileRequest" ?

Hello,

You can use the EntitySchemaQuery to get the number of attachments:

onEntityInitialized: function() {
				this.callParent(arguments);
				var contactId = this.get("Id");
				var esq = Ext.create("Terrasoft.EntitySchemaQuery", {rootSchemaName: "ContactFile"});
                esq.addColumn("Contact");
                    var filter = esq.createColumnFilterWithParameter(Terrasoft.ComparisonType.EQUAL, "Contact", contactId);
                    esq.filters.add("filter",filter);
                    esq.getEntityCollection(function (result) {
                        if (result.success) {
                        	window.alert("This record has " + result.collection.collection.length + " attachments");
                        }
                    }, this);
			},

Hello, 

As of now, it's not possible to achieve you business task with a help of basic system tools, additional development will be needed. 

We've registered the query for our R&D team to consider adding such functionality in upcoming releases. 

Please check the below article and community post, which could be helpful:

https://academy.creatio.com/documents/technic-sdk/7-15/how-add-field-im…

https://community.creatio.com/questions/displaying-image-link-record-pa…

Best regards,

Anastasiia

Hello,

Unfortunately Global Search functionality cannot be applied to the attachments for now.

We've registered a query for our responsible R&D team to implement such functionality in the upcoming releases but due to complexity of the task there is no specific ETA as of now.

Best regards,

Anastasiia

Hello,

In order to achieve the goal, you can use a business process in the case, which will check the "availablity" of the files and links to the details of the specified section. 

That will be nice to use in the business process the following element:

"read data", which will read the object "file and link <section name>"  according to the filter <section name> = id of the transfered record.

After that, using the formula, you will be able the check the availabillity of the files the the records of the corresponding section. 

Kyrylo Iudin,

Hello, thanks. Yes, I have done the check of file in that way, but after check is done how can I prohibit user to proceed to the next stages without file. Only manual transition is allowed between stages.

Yana,

Hello,

I am so sorry for misunderstanding. Currently such an option can't be achieved but i am sure we will do our best to add such a feature in future releases. 

Yana, you can achieve this in a business process in front end when the stage is changed and the file is missing then you roll back to the previous stage and you can also show a popup to the user that the file is missing.

Hello,

 

This issue can happen if a user works in a mobile application in an online mode while their connection is not stable. 

Meanwhile, it would be better for those users who are working from mobile with a bad connection to stay in an offline mode and sync their apps when the connection gets better. 

Please contact our support team - if the issue still reproduces.

Greetings,



Unfortunately, this is a known issue, which is already being worked on by our R&D team and will be improved within the future releases. 

Hello Yosef,



Bulk/trigger emails are not supposed to have files attached to them since the email provider can reject sending this email. The only way to have a file (for example pdf file) being attached to an email if it is a trigger/bulk email - is to put this file as a link to a body of an email. Your file should be stored in some public storage that can be accessed by anyone and the link to it will be like this https://test_storage_system/$File/TestSheet.pdf. But if you put this link to the body of an email - recipients will get an error when opening it. So you need to use the OpenElement parameter at the end and make the link look like this

https://test_storage_system/$File/TestSheet.pdf?OpenElement. As a result, users will see opened pdf documents (which they can download after that) that can be accessed from your bulk/trigger email.



Best regards, 

Bogdan Sukhovoi

Hi Yosef,

Please note that the Aspose connector does not support generating pdf printables when triggered by the portal.

Kindly answer the following questions for the responsible team to further analyze your use-case:

1. What Creatio product and version are you working with?

2. Do you get  a .docx printable generated automatically when the BP is triggered by the portal?

3.  Could you provide us with a BP diagram to have a clearer idea of the use-case?

Thank you for your feedback!

Svetlana Kobizka,

We actually call the BP through API with a portal user in Creatio.

1. We use Creatio sales, marketing & service / 7.17.1

2. We get a PDF file but we can't open it. Changing it to .docx makes us able to read it as a word file.

3.

this is the initial process: https://prnt.sc/zz2kpg

We call the invoice through API and set it to "Complete". As soon as this happens, we trigger the following flow which is the subprocess: https://prnt.sc/zz2uut

Here we have the "save printable" block.

Everything works except when the status is set to complete through the portal API.

Kind regards,

Yosef

Hi Yosef,

 

Regarding the second issue, we need you to run a check-up and get back to us with the results.

Please set the printables generation to .docx printables in the subprocess in the 'Save printable' element. Run the business process and tell us if a .docx printable is successfully generated when the BP is triggered by the portal.

Alexander Demidov,

If we set the processs to docx, everything works. Right now, when we change the generated pdf (through portal) file to ".docx", we can open it in word.

Kind regards,

Yosef

I also noticed that we can't generate a pdf in the instance either unless we place an approval block: https://prnt.sc/106hzl7

Without the approval block, the pdf gets created but we're unable to open it unless we manually change it to ".docx" : https://prnt.sc/106i0bb

This process was triggered within Creatio.

Kind regards,

Yosef

Hi Yosef,

Thank you for the clarification. I have submitted this update to the responsible team.