For a case record all the email activity is visible to the admin roles but not to the user of a particular role.What can be the possible reason for this and how to resolve this issue?
I have noticed that configuring a list to display Agent desktop queue element (QueueItem) always results in the default column displaying 'Colum removed'. It is pointing to Caption of QueueItem.
When you try to remove it (hide) and save you will be unable to open the page in no-code configuration. Console returns: Cannot read properties of null.
Essentially we have to display this default column or the page breaks in configuration. From UI perspective it opens regardless.
I have observed this in multiple environments with versions 8.2 and higher.
It is not a big issue but I am wondering if anyone has encountered this or has a solution for this.
We are importing data from an external ERP system and creating records (e.g., Orders / Invoices) via backend code. These objects have an auto-number column (“Number”) configured with a prefix such as ORD- or INV-.
We attempted to generate the next auto-number value by querying the database sequence directly using SQL like NEXT VALUE FOR based on the column UID. This approach works in some local environments but fails in Creatio Online. The query either throws an error or does not return the expected value.
Below is the code we have written for next sequence: EntitySchema entitySchema = userConnection.EntitySchemaManager.GetInstanceByName(objectName); var numberColumn = entitySchema.Columns.GetByName("Number"); string sequenceName = numberColumn.UId.ToString();
long nextValue=0;
try { string sql = $"SELECT NEXT VALUE FOR dbo.[{sequenceName}]";
using (var dbExecutor = userConnection.EnsureDBConnection()) { using (var reader = new CustomQuery(userConnection, sql).ExecuteReader(dbExecutor)) { if (reader.Read()) { nextValue = reader.GetInt64(0); } } } } catch(Exception ex) {
}
The trail online version of Creatio is "8.3.2.4199".
First of all, how are you loading the orders/invoices? It should be creating these numbers unless you're going directly to the database (or the numbers are being created using the older method on the client-side page only).
I assume that somewhere you're setting the nextValue in the Number field and that just isn't showing in the code?
We are trying to autofill To and From in email from Creatio. We designed business process to read To and From email from contacts. We are using mini email template. How can we auto-populate to and from in the business process? Thanks
The easiest and most reliable way to implement this is by using the Send Email element in the business process.
You can configure it as follows:
1. "From" Field:
Add the Send Email element to your business process.
In the element setup, locate the From parameter.
Select a mailbox that is configured in the Mailbox synchronization settings, or map this field to a process parameter that contains the mailbox information (this parameter should reference the Mailbox synchronization settings lookup).
2. "To" Field:
In the same Send Email element, locate the To parameter.
Map this field to a process parameter of type Contact or Account. In this case, the system will automatically use the primary email address specified in the Communication options of that Contact or Account.
Alternatively, you can manually specify the target email address or map the field to a parameter that contains the required email value.
Additionally, you can select the required email template within the Send Email element.
Thanks Anastasiia - Just to clarify, we need to give a button on the UI for sending emails manually to the user. I want the email mini page to open with autofilled To and From. The user can then put subject and email body and send manually. To and From parameters are not visible on the email mini page. Am I missing anything here?
