I am trying to make a filter system so that the record only appears to the user who is assigned a task (in the list page) this is my configuration
however when i create a new record and the task is given to a user (SalesJKT1) the task(Open Edit Page Notification) is shown on SalesJKT1 but the record is not showing for SalesJKT1
How do i make it so that the table only shows the records that are currently being done by the user
Stages New => Fill 1 Column => Approval => Done/Rejected New = the task is given to the user who creates it(in this case SalesJKT1 so only SalesJKT1 can see the record) Fill 1 Column = SalesJKT1 fills the column and save then go to next stage(still only SalesJKT1 can see) Approval = SupSalesJKT Approves(only SupSalesJKT can see the record at this stage, so the SalesJKT1 Can no longer see the record) Done/Rejected = SalesJKT1 can see the record but SupSalesJKT cannot see the record
We are building out a simple "Help Desk" form as a test. Depending on the selection made in a drop-down, we hide certain components. However, the component is hidden, but the space is occupied remains. So, our form remains long, and with empty space. Is there some way to fix this? (see images below)
I am new to Creatio, and trying to create a dashboard for our internal team that shows Creatio Session logins by Organization role and/or User/Contact. What I need to see his now many session login by Month. I know this data exists in the Active User Statistics, but I am having trouble getting the username for these logins.
Would my starting point be the Active Users Statistics object, user, or some other object?
Any help for this newbie would be welcome. Thanks!!
I would use the "User session" object and then group by user. The User session object stores the individual sessions started/ended for a user, you can get to the user from that object as well. The "Active Users Statistics" is only a summary count of sessions, not the sessions by user etc.
I would use the "User session" object and then group by user. The User session object stores the individual sessions started/ended for a user, you can get to the user from that object as well. The "Active Users Statistics" is only a summary count of sessions, not the sessions by user etc.
Ryan, this worked great. Would you happen to know how to drill into a user record by role (Organization Role). For instance, if I wanted to see how many unique session per month for a particular org role that is assigned to a set of user (Like Sales, IT, etc)? BTW thank you very much for your help.
Hello, I am trying to see how many emails each of our active contacts received for a month, quarter, and year. How do i generate a report that shows, contact name, the total amount of emails that they received per month per quater and per year from their timeline? i also want to break that down by email category
The object you'll want to use for the dashboard or report is the "Bulk email recipient (audience)" object. From that object you can get to the contact and also a count of opens or clicks, and also can get to the bulk email and use the "Started on" date as the date the bulk email started (not necessarily the date the contact received it since it's sent in batches and if you're throttling sending periods, but likely close enough). You can then also group by email category via the bulk email as well.
I have come across a case where the user wants that there are multiple hierarchy of folder in the system ,but if one level of folder does not contain any records in it ,it should not be visible in the folders list.
The user does not want to apply access rights as everyone has access to see the folders but if there is no record in a particular folder then only it should not be visible to anyone.
Can this be achieved in Creatio through customisation in the list page?
