Hi Damien,

You can add this to the page attributes to remove the contact lookup option:

attributes: {
  "Client": {
    "multiLookupColumns": ["Account"]
  }
}

Ryan

Ryan Farley,

Thanks, worked perfectly :)

Hello,

These activities are most likely created by different business processes. I would suggest checking if there are any processes in the process log that are starting immediately after you change the stage. There might be processes that are being triggered by the DCM or the ones that have the starting signal set to a change in the stage of the opportunity. The processes can contain "Perform task" elements which you can remove or disable these processes altogether.

Hope it helps!

Best regards,

Max.

Hi Chani,

You can create your own process and modify the script-task in the way you need or you can copy products from the opportunity to the created order using the "Add data" process element and the sub-process that will receive a collection of OpportunityProduct records.

Now step-by-step:

1) In the OpportunityOrderUtilities schema there is the CreateOrderFromOpportunity method that is called upon clicking the "New order" button on the opportunity page:

this is the code of the button:

and here is the method itself:

As we can see here the method reads the value for the system setting with "CreateOrderFromOpportunityProcess" code. By default the value for this system setting is "Add order based on opportunity":

So we can place any process with the simple start signal there.

2) You can either create your own script task in the newly created process (use the code from the original OOB process as an example or paste it and extend in the new process). Or in the new process you can use the collection of records read from the OpportunityProduct object and if the number of records is greater than 1 you can pass this collection to the sub-process that will add data to the created order (the object is OrderProduct).

So you need to select one of these two options: either extend the script-task or use the collection of records and a sub-process.

Best regards,

Oscar

Oscar Dylan,

Thank you.

But I do want to use the option of selecting products (see pic), how can I have that and get the products list to use in the add data element?

I tried looking in the  Add order based on opportunity BP, but I only see a text parameter for products list.

Chani Karel,

This is a part of the showProductDialog method of the same OpportunityOrderUtilities module. This will be called regardless of if the process is changed or not. Once products are selected, they are passed to the runProcessCreateOrder method. The list of selected products will be passed as an array of ID's to the process:

Best regards,

Oscar

Oscar Dylan,

Thanks

Hi Chani,

You need to replace the ClientAccountProfileSchema module and add new elements there. For example to display "Also known as" column for the Account you need to add the following code to the replaced module:

define("ClientAccountProfileSchema", ["CommunicationOptionsMixin"],
		function() {
			return {
				entitySchemaName: "Account",
				messages: {},
				mixins: {
					ProfileSchemaMixin: "Terrasoft.ProfileSchemaMixin"
				},
				attributes: {},
				methods: {},
				diff: /**SCHEMA_DIFF*/[
					{
						"operation": "insert",
						"name": "AlternativeName",
						"parentName": "ProfileContentContainer",
						"propertyName": "items",
						"values": {
							"bindTo": "AlternativeName",
							"layout": {
								"column": 4,
								"row": 7,
								"colSpan": 20
							}
						}
					}
				]/**SCHEMA_DIFF*/
			};
		}
);

As a result the profile container will be modified:

If a contact is selected as the value for the "Customer" field and you need to add some fields to this container - same approach, but you need to replace ClientContactProfileSchema module.

Best regards,

Oscar

Oscar Dylan,

Thank you so much!!!!

Where do you access this module, code? Are you edited the 'Opportunities' code?

Joseph Matthews,

No, you need to edit the ClientAccountProfileSchema module

(It's in the same place where the opportunities module is in the advanced settings) 

Hello Geir,



Unfortunately, there is no such functionality in our system. 



As a workaround, you can use the list and title views for your business task.



Best regards,

Bogdan

Hi Bogdan, thanks for quick reply. I am not quite sure what you mean?.

Can you explain?

Dear Geir,



You can set up two different views. One for list view and another one for the title view: 

Best regards,

Bogdan

That works! Thanks!!

Hi Amritha, 



Such scenario works properly on newer OOB version of the application. 

Please check if there are any errors in the developers console when opening the page. 

I'd recommend you to update the application to the newest version. 

If the issue persists or the update is not an option for you please contact us at  support@creatio.com and provide us with access/ copy of the DB. 



Best regards,

Yurii

Dear Nicolas,

As of now, this can be achieved only via development. You can find examples of this implementation on community: https://community.creatio.com/questions/how-stop-redirection-new-order-section-opportunity

https://community.creatio.com/questions/stay-child-record-while-creating-it-parent

Best regards,

Max.

Dear Max,

i override  the Save method and i modify my autosave method and it works fine i stay on the order where the order is saved.

But when i add a product to the order, the order is saved and it go back to the opportunity.

Do you know where the save method is call in this case ?

In my orderproduct detail, there is a save button:

Shall i override the save method of the orderproduct detail ?

Thank you !

Nicolas

LÉZORAY Nicolas,

Hi,

You will need to override the _navigateBack method (that is called by the afterSave method) of the ProductSelectionSchema schema. This method publishes the "BackHistoryState" message via sandbox and is responsible for pushing the user back in the history.

Best regards,

Oscar

Oscar Dylan,

Hi Oscar,

So i have to replace the ProductSelectionSchema.

In the documentation, i have to used "Replacing Client Module":

But i cann't find it in my system:

What must i used to replace ProductSelectionSchema ?

Thank you !

Nicolas

LÉZORAY Nicolas,

You need to use a replacing view model.

Best regards,

Oscar

Oscar Dylan,

Thank you Oscar,

i overrided the ProductSelectionSchema _navigateBack method.

i commented the line: this.sandbox.publish("BackHistoryState");

Now when i save the product in my orderproduct detail, i stay on the orderproduct selection page. how can i close the detail page to go back into the order ?

Oscar Dylan,

by overloading the _navigateBack method, I haven't found a way to close the product details page without the order also closing.

LÉZORAY Nicolas,

Override de productselectionschema:

            methods: {

                /**

                 * Additional processing after products saving.

                 * @protected

                 */

                afterSave: function(args) {

                    this.sandbox.publish("ProductSelectionSave", this.findSelectedProducts(), [this.sandbox.id]);

                    this.UsrnavigateBack();

                    this.hideBodyMask();

                },

                /**

                 * @protected

                 */

                UsrnavigateBack: function() {

                    var isOpportunityPage = window.location.href.indexOf("OpportunityPageV2") > 0;

                    if(!isOpportunityPage) {

                        this.sandbox.publish("BackHistoryState");                        

                        this.set("IsPageClosed", true);

                    } else {

                        this.config = this.sandbox.publish("ProductSelectionInfo", null, [this.sandbox.id]) || {};

                        window.location.assign("ViewModule.aspx#CardModuleV2/OrderPageV2/edit/"  + this.config.masterRecordId);

                    }

                },

            }

and it works !

even if at the end the user pust close two times the opportunity

Hello Jeremy,

Could you please provide us with more detailed information on this issue?



Thank you in advance!



Best regards,

Bogdan

Bogdan, In the opportunities section, we have marked an opportunity with the wrong project number. I would like to change this, but the lock does not let me change the number. Is there a way to change the number?

Hello Solem,

Hope my message finds you well.

You can check the Opportunity object and find the 'Customer' column, then disable the requirement for this field to be populated. Also, you can use Section Wizard / Page Designer to find the configuration for the mentioned column. Additionally, if you use the mini-page for the Opportunity section, there also need to disable the requirement for the Customer field.

Best regards,

Roman

Hi,



I'm able to afford to fix my problem via the following code segment. I both declared this in minipage and pagev2 of opportunity.

          "Client": {
            "caption": {"bindTo": "Resources.Strings.Client"},
            "dataValueType": Terrasoft.DataValueType.LOOKUP,
            "multiLookupColumns": ["Account"],
            "isRequired": false
          },

Thanks a lot!

You can find updateOpportunityDaysValues method in BaseOpportunityPage

Vladimir Sokolov,

Thank you.