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How to capture client side validation errors on Creatio formpages and move them to a table or if there is an existing table to read. For example, a user forgets to select the 'House type' and an error comes up. We want these errors logged somewhere.

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How I can set new version of DCM for all existing records (Lead) automatically

 

New version is v2

 

We have 13000 records, so changing manually will take time

 

Thanks

Leo

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Hi there,

In Case Management, I want the case status to automatically update to "Resolved" whenever a customer replies to a case email with the keyword "resolved".
Could you please guide me on how to achieve this?

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Just like the title says is it possible to extract data from xlsx or csv file to Creatio through a service class? I know you can do it through freedom UI, but I am wondering if it's possible to do it through code. Do terrasoft libraries provide that support?

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Hi Michal,

we use NPOI library

Kind regards,
Vladimir

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Is there an out of the box web service in Creatio that could be used to find all the roles that a user belongs to? Or to check if the user belongs to a particular role?  Where can I find the documentation on all the inbuilt webservices provided by Creatio?

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Basically, you'll query SysUserInRole where the current user = the SysUser value. The SysRole lookup column will provide you the roles linked to this user. 

See here: https://customerfx.com/article/determining-if-a-user-has-a-specific-role-in-bpmonline/

For a Freedom UI approach, see https://customerfx.com/article/showing-or-hiding-a-field-if-the-current-user-is-a-member-of-a-role-in-a-creatio-freedom-ui-page/

Ryan

Thanks Ryan.  Is there a way to use a webservice for this requirement? Are there any out-of-the-box Webservices that can be called to check if the current user belongs a particular Role using Freedom UI approach ?

If this will be consumed from within Creatio on a Freedom UI page, it's just as easy to do a model query from the Freedom UI page (as shown in the article) as it is to call a web service. Maybe I am missing what you're trying to do? Calling a web service wouldn't really be any different than doing what is suggested in the article using a model query. You could wrap that up as a server-side C# code and expose as a web service, but ultimately, the Freedom UI page is going to request something, whether the web service or the model query, so you could just skip the web service IMO and use the model query.

Thanks Ryan.  Yes I agree. Its just that I wanted to explore using webservices in Creatio and also resuse this webservice across projects and am in the process of creating a C# webservice to achieve this.

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