Hello, can someone tell me what the process that assigns the Service to a case is called?

Hi,

I need to filter contact list that is displayed when logging a call activity through Section Actions Dashboard. Below is the code I have added for the same:

1. Replaced CallMessagePublisherPage

 define("CallMessagePublisherPage", ["ConfigurationConstants"],
	function(ConfigurationConstants) {
		return {
			entitySchemaName: "Activity",
			mixins: {},
			attributes: {
				"Contact": {
					"lookupListConfig": {
						"columns": ["Account"],
						"filters": [
							function() {
									var config = this.getListenerRecordData();
									var additionalInfo = config.additionalInfo;
									var account=additionalInfo.account.value;
									var filterGroup = Ext.create("Terrasoft.FilterGroup");
									if(account){
									filterGroup.add("ContactFilter",
										Terrasoft.createColumnFilterWithParameter(
											Terrasoft.ComparisonType.EQUAL,
											"Account",
											account,
											Terrasoft.DataValueType.LOOKUP)
											);
									}
									return filterGroup;
							}
							]
					}
				}
			},
			methods: {
						setDefaultCallDirection: function() {
							var query = this.Ext.create("Terrasoft.EntitySchemaQuery", {
								rootSchemaName: "CallDirection"
							});
							query.addColumn("Name");
							var recordId = ConfigurationConstants.Activity.ActivityCallDirection.Outgoing;
							query.getEntity(recordId, function(result) {
								this.setDefaultCallDirectionQueryHandler(result);
							}, this);
						}
					},
			diff: /**SCHEMA_DIFF*/[]/**SCHEMA_DIFF*/
		};
	}
);

2. Replaced SectionActionsDashboard

  define("SectionActionsDashboard", ["SectionActionsDashboardResources"], function(resources) {
    return {
        methods: {
				onGetRecordInfoForPublisher: function() {
					var info = this.callParent(arguments);
					info.additionalInfo.account = this.getAccountEntityParameterValue(info.relationSchemaName);
					return info;
				},
				getAccountEntityParameterValue:function(relationSchemaName){
					switch(relationSchemaName){
						case "Lead":
							return this.getMasterEntityParameterValue("QualifiedAccount");
						case "Contact":
						case "Opportunity":
						case "Order":
							return this.getMasterEntityParameterValue("Account");
						case "Account":
							return {"value":this.getMasterEntityParameterValue("Id")};
						default:
							return {};
					}
 
				}
		}
    };
});

With above code, I get the below result in Account section when I open the window to select contact.

Above is the expected result. But when typing in the name on the lookup field instead of opening the selection window all contacts that match the text are displayed(not filtered by Account)

Any idea how to apply the same filter when pulling the list by typing in the lookup field?

Hi community,

As an OOTB feature in Creatio Service, every case title is created following this logic :

Case #SR0000XXX: subject

Where SR00000XXX is given by the CaseCodeMask and the CaseLastNumber system setting. However, if I do not want the "subject" field to be in the title but, for example, I would have the customer name or another field, where can I change this logic ?

Many thanks for this clarification.

Best regards,

Jonathan

Hello community,

I have developed a service in Creatio that will be called from third parties. The service is called successfully in postman but programmatically it doesn't work. The authentication works fine and returns status code 200 and the BPMCSRF cookie. When the third party tries to call the service it gives the following message "401 - Unauthorized: Access is denied due to invalid credentials."  How can we investigate this issue? Does Creatio offer a logging option so we can investigate the request and response or is there something else that we have forgotten during the implementation of this service?

Hello Community,

I need the filter options of a customer portal page within regular sections. I need to hide the advanced filter menu from the section filtering menu.

Do you have any idea of how to do so?

Thank you in advance, have a nice day! 

Will be questions about Atlas on the theoretical exam in the Service Certification? 

Will the theoretical exam be from the Service Creatio analyst self-assessment?

Hello community,

I am trying to implement a service for portal and system users using the documentation in https://academy.creatio.com/docs/8-0/developer/application_components/portal/self_service_portal/overview

The service has the following code:

using Terrasoft.Web.Common;
using Terrasoft.Web.Common.ServiceRouting;
 
[ServiceContract]
[DefaultServiceRoute]
[SspServiceRoute]
[AspNetCompatibilityRequirements(RequirementsMode = AspNetCompatibilityRequirementsMode.Required)]
public class Service1 : BaseService
{ 
       //Code
}

For system users the service works fine but when I try to access the service from postman authenticated as a portal user I get the following message : "IS 10.0 Detailed Error - 403.0 - Access to non-SSP API is denied for portal users" with 403 status code. Is something that I am missing in the service implementation or in web.config?

Does the Atlas version will be in the technical exam, if yes what about enable approvals and business rules ?!  

Hi

I have an existing process which when an email is sent associated with a case it will update the Modified On value to the time the email was sent. This is useful as it allows us to track that a case is being updated.

I would like to include the ability for the Modified On date of the case to be updated if someone adds a Feed note. 

I have however not been able to find a way of adding a source signal, which has the filter in it to only be for feeds added to cases.

Anyone able to give me a steer on how I can achieve this please.

thanks

Hi,

Can anyone assist with this installation failure for the ITSM for Service Creatio marketplace add in?

Our version is 7.18.3 but that was not in the list below.