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Hi Everyone,

 

We have created a new report to give us daily/weekly updates about the employees. However, when I am downloading the report it is giving report seperately for each record. However, we want a single report (Word one) with all records together.

 

PS. I know excel gives us single report but excel report doesn't let us customize. We have created a customized word report for this. Thanks! 

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Hello,

 

Is there a similar way to the following article to add a lookup to a Popup page? I want when the stage of a lead changes to add a popup where I have to select the disqualification reason. 

 

Adding Style to a MessageBox Dialog in Creatio | Customer FX

 

Thank you

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Inside the Contact object, I need to show data from a related object: New Custom object.

How can I show this related data on the "Additionnal information" custom tab?

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I created new App "NewIdeas"

I am putting a business rule based on a "Status" criteria in place but it will not work correctly: In all cases , the Tab "Completion" remains hidden.

Tab hidden rules (see below)

 

 

 

Tab show rules (see below)

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Hello,

 

We see that you have already created a case regarding this issue directly for our support team and we will process the request in that case.

Good!

Where is the boundary between official Support ticket and the end-user community?

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A user with an eye for detail has noticed that when a new case is created and the Contact added and the record saved a feed message that states the contact posted in the case appears.

 

This only happens it appears on a new record, if the contact is subsequently changed there is no message.

 

Is there any logic to this, or is there a way to stop this message (I cannot see an obvious business process that is responsible)?

 

Thanks,

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Hello,

We've made changes in the product so that when you write a message to create a case on the portal, it now shows up in a feed along with the case description. This happens due to a process called "CreateFeedMessageFromCaseDescription."

If you prefer, you can turn off this feature.


 

Hello,

We've made changes in the product so that when you write a message to create a case on the portal, it now shows up in a feed along with the case description. This happens due to a process called "CreateFeedMessageFromCaseDescription."

If you prefer, you can turn off this feature.


 

Bogdan,

Thank you :)

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