I have been told by support that creatio powerbi connector is not supported for powerbi web and auto refresh is only available in powerbi cloud. Is there any way I can have auto refresh my creatio data in powerbi app. I want to schedule some reports that i created in powerbi but for that i need latest data everytime. Does anyone has experience with this one? 

We are also exploring efficient methods to ensure continuous access to the latest data from Creatio for our Power BI reports. Given that direct automatic syncing isn't available, we are considering setting up a data warehouse or data factory. This setup would facilitate data transfer from Creatio to Power BI indirectly. Does anyone know if there are any existing integrations, marketplace plugins, or recommended practices that support this functionality?

Specifically, we're interested in any solutions that would allow a Creatio business process to automatically trigger an external service or webhook overnight, which in turn would refresh our Power BI dataset. Your guidance on setting up a reliable process for accessing up-to-date data would be greatly appreciated. Thank you for your support. 

Creatio 8.1.2, clean database (MS SQL), starting from scratch.

These are the exact steps i took:

• Restored Database from Creatio Zip
• Configured IIS
• In system settings, set the "prefix for object name" to "Wlf"
• Go into Application Hub, create new application
• In system settings, set the "current package" to the one that was created in previous step
• In new application, click Navigation and Sections, then "New Freedom UI Section"
• Set title of new section, click "create"
• The following error is displayed:

• 

   

  Any thoughts? The below is what i see in error log:

   

2024-05-17 17:10:35,888 [11] ERROR IIS APPPOOL\testapp_creatio Terrasoft.Nui.ServiceModel.AspNetFramework.Controllers.DataServiceController GetHttpActionErrorResult - Busy saving the configuration. The section has not been saved. Try again later.
System.Exception: Busy saving the configuration. The section has not been saved. Try again later.
  at Terrasoft.Core.Applications.Content.AppSectionManager.CheckIsNotSectionCreating()
  at Terrasoft.Core.Applications.Content.AppSectionManager.CreateSection(AppSectionInfo sectionInfo)
  at Terrasoft.Core.Applications.Content.AppSectionManager.Create(AppSectionInfo sectionInfo)
  at Terrasoft.Configuration.ApplicationSectionEventListener.OnSaving(Object sender, EntityBeforeEventArgs e)
  at Terrasoft.Common.CollectionUtilities.ForEach[T](IEnumerable`1 source, Action`1 action)
  at Terrasoft.Core.Entities.Entity.OnSaving(EntityBeforeEventArgs e)
  at Terrasoft.Core.Entities.Entity.d__319.MoveNext()
--- End of stack trace from previous location where exception was thrown ---
  at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()
  at System.Runtime.CompilerServices.TaskAwaiter.HandleNonSuccessAndDebuggerNotification(Task task)
  at Terrasoft.Core.Entities.Entity.d__334.MoveNext()
--- End of stack trace from previous location where exception was thrown ---
  at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()
  at System.Runtime.CompilerServices.TaskAwaiter.HandleNonSuccessAndDebuggerNotification(Task task)
  at Terrasoft.Nui.ServiceModel.BaseCrudDataService.d__32.MoveNext()
--- End of stack trace from previous location where exception was thrown ---
  at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()
  at System.Runtime.CompilerServices.TaskAwaiter.HandleNonSuccessAndDebuggerNotification(Task task)
  at Terrasoft.Nui.ServiceModel.BaseCrudDataService.<>c__DisplayClass41_0.<b__0>d.MoveNext()
--- End of stack trace from previous location where exception was thrown ---
  at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()
  at System.Runtime.CompilerServices.TaskAwaiter.HandleNonSuccessAndDebuggerNotification(Task task)
  at Terrasoft.Nui.ServiceModel.Extensions.ProcessExecutionDataExtensions.d__2`1.MoveNext()
--- End of stack trace from previous location where exception was thrown ---
  at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()
  at System.Runtime.CompilerServices.TaskAwaiter.HandleNonSuccessAndDebuggerNotification(Task task)
  at Terrasoft.Nui.ServiceModel.Extensions.ProcessExecutionDataExtensions.d__7`1.MoveNext()
--- End of stack trace from previous location where exception was thrown ---
  at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()
  at System.Runtime.CompilerServices.TaskAwaiter.HandleNonSuccessAndDebuggerNotification(Task task)
  at Terrasoft.Nui.ServiceModel.BaseCrudDataService.d__41.MoveNext()
--- End of stack trace from previous location where exception was thrown ---
  at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()
  at System.Runtime.CompilerServices.TaskAwaiter.HandleNonSuccessAndDebuggerNotification(Task task)
  at Terrasoft.Nui.ServiceModel.AspNetFramework.Controllers.DataServiceController.d__20.MoveNext()

Hello all.

There is an object in my package that isn't opening the form page when I try to create a new record. In Advanced settings, the default page for this specific object displays "Page removed". 

When I tried to replace the "Page removed" with the actual existing & working page for the object, upon Publication I received the following pop-up:

However, when I changed the page setup from the list page (by clicking on the "New" button seen below), the form page would open and function as intended. To double-check that this issue was finally fixed, I checked the page setup again in the Advanced settings. Unfortunately, the same popup & "Page removed" issues presented themselves again but the form page was opening & working.

This problem is presenting issues when I try to export the package that the object is in; I am unable to create new records for the object in the trial instance since there is technically no "form page" for the object.

Any help/guidance on how to resolve this would be greatly appreciated.

Hi!

I'd like to add many-to-many relationship between Account and Contact. I've created an object "Account - Contact" and added some records to it.

Now I'd like to add a folder on Contacts list for displaying those contacts, who are related with "Our company" Account. Unfortunately, the list of columns for "Account - Contact" does not contain neither relationship-related lookup fields (like Contact, Account) nor any additional columns, stored in this object. There are only Quantity and some date fields.

I've tried to debug it and I realized that JSONs for DataService, which are generated by filter designer, try to use some aggregation function. Is there any way to solve my problem? The solution doesn't have to be simple and possible to do it by GUI :) I can modify the JSON, but so far I couldn't do it correctly in this case.

Is is technically possible for DataService, to use simple comparison in lookup for backward related objects, like "Account - Contact", or I'm restricted to use some kind of aggregation?

Hello community,

I'm trying to add to the account form page a chart, but in the chart settings panel the "Apply filter by page data" option is missing.

I can try to add in the code page the json snippet founded in the Opportunity form page, but is there any other way to do it?