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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Question

Do we have an overview when the data enrichment will be available on Freedom UI for the contacts and for the accounts ?

 

Roadmap is not telling anything about this feature.

 

Thanks in advance,

Franck

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Is it possible to create an entity based on a view (so with the "Represents Structure of Database View" checkbox checked, and with the view created using a SQL script) that inherits its record permissions from a "real" entity? I tried to do so by simply checking the record permissions checkbox and specifying the parent object in the "Object to inherit access permissions from" field of the entity, but this doesn't seem to work.

 

My setup is that we have the OOTB Leads entity, and then I've created a view over the top of it taking all columns but with a filter condition, to be used for reporting over Leads while filtering out certain Leads that should never be included in reporting so we have a more consistent reporting basis and don't have to make sure to include those filters in every widget. I added 2 columns to the view based on the Id and LeadName columns called UsrBaseLeadId and UsrBaseLeadName, which then have a lookup column UsrBaseLead added over them in the view-based entity. This lookup is then used as the "Object to inherit access permissions from" for the view-based entity.

 

There aren't any errors thrown in the logs when trying to do this, but non-super-users just can't see any of the records. When I tried to check a record in the view's permissions, I could see that the SysRights table for the view entity doesn't exist, so I tried creating that rights "table" as a view in the database that took its data from the Rights Table of the real entity, but while that seemed to work inasmuch as I could check a record's access rights and see that the correct rights were there and was even able to modify those rights, it didn't make it visible to a non-super-user.

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In Freedom UI we have the possibility to setup the message composer to set a default sender : 

  • Use default mailbox
  • Use case source mailbox

The system is not generating the field from when composing a new email. Is this feature available ?

 

 

 

Anyone got this working ?

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Unable to login to creatio with below errors .

 

GenerateViewModuleScripts?v=8.1.1.3635:1 Could not load file or assembly "CrtFeatureToggling, Version=8.1.1.3635, Culture=neutral, PublicKeyToken=null" or one of its dependencies. The system cannot find the file specified.

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Hello!

 

Please create a case for the Support Team via support@creatio.com and provide all necessary details for the investigation (screenshot with errors, instance, external access to it).

 

Best regards, 

Mariia

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Hi, I tried to make a grid caption in two lines, first I added a
tag to the title of the header

 

 

but the second line was hidden somewhere behind the table elements.
Then I added my own CSS (a copy of InnerListedGridHtmlGeneratorCSS.css)

added padding-bottom: 60px to the fixed-captions-wrap class and it made it two-line, but
now it overlaps the first lines of the list.

 


Can you advise me on how to fix this or any other way to make the labels span two lines?

 

 

.fixed-captions-wrap-width(@scrollWidth) {
    .fixed-captions-wrap {
        width: calc(~"100% - @{scrollWidth}");
    }
}
.grid.grid-listed.inner {
    @fixed-header-height: 37px;
    padding-top: @fixed-header-height;
    .listed-grid-line:not(:last-child) {
        border-bottom: 1px solid #e5e5e5;
    }
    .fixed-captions-wrap .grid-captions {
        box-shadow: 0 1px 1.9px 0.1px rgba(0, 0, 0, 0.28);
    }
    .listed-grid-line {
        display: flex;
    }
    .grid-listed-row {
        margin: 0;
        padding-top: 6px;
        padding-bottom: 6px;
    }
    .fixed-captions-wrap {
        z-index: 1;
        position: absolute;
        top: 0;
        left: 0;
        height: @fixed-header-height;
        overflow: visible;
        background-color: white;
        width: 100%;
        padding-bottom: 60px;
    }
    .grid-captions.fixed-header {
        position: absolute;
        padding-top: 9px;
        padding-bottom: 5px;
        font-size: 13px;
    }
    label {
        font-size: 1em;
    }
    .grid-scroll {
        overflow: auto;
    }
    .grid-bottom-spinner-space {
        position: relative;
    }
}
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Hello everyone!

The issue i'm facing is that tasks synced from Google Calendar that are meetings and include Google Meet links are not displaying a "Join" button within Creatio. This makes it difficult for users to easily join these meetings directly from Creatio.

Here's how it should look like:

but this is how it is currently looking like:

this meeting already has a google meet link attached to it, as you can see in the next screenshot:

 

Here are some additional details about the issue:

  • -The tasks in question are synced from Google Calendar.
  • -The tasks are identified as meetings within Google Calendar and have associated Google Meet links.
  • -Despite being meetings with links, there is no "Join" button available within the task view in Creatio.
     

I would appreciate if anyone has faced this issue in the past, and how to solve it :)

Thanks in advance!

 

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Hello Mirla,

 
Thank you for reaching out. We've thoroughly examined your issue. Unfortunately, there is currently no automatic addition of a meeting button for Google Meets sync activity.   

Let me explain the logic of this functionality in more detail. When you add a meeting link to the activity “notes” field with a meeting link, this button is automatically displayed. 

 



As a workaround, when you create an appointment in Google Calendar, you can add a link to the description in the meeting details. And in this case, during synchronization, this data will automatically be transferred to the "Notes" field in Creatio and the Join button will appear automatically.

   chrome_Xp60WiFJb2.gif


Additionally, we offer a connector on the Creatio Marketplace that may address your business needs: https://marketplace.creatio.com/app/google-meet-connector-creatio .

However, we understand that this solution may not be ideal for you. Rest assured, we have already registered an idea for the development department to create this functionality.

Thanks for making Creatio better! 

Halyna Parkhomenko,

I see! thank you for the workaround and all the info! 

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I've built a demo in a Creatio cloud server, and I wasnt to continue working on that package, but now on my dev environment. Is there a way to extract package contents from the zip file to convert it to a file system installed package?

 

thanks in advance.

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