Время создания
Filters

Is it possible to exclude activities of type email from the mobile list view? I have synced my mailbox in Creatio and now when I open Activities on the mobile app, I also see my emails there. Is there a way to exclude these from appearing?

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Good day,

When it comes to potential approaches to filtering Activities in mobile application, you may consider following approaches:

I.
For older versions of Creatio (before 8.3.2), the only out-of-the-box means of filtering list / grid pages on mobile without additional development is via synchronization settings in the mobile application wizard.

- Go to System designer > Mobile application wizard
- Choose a workplace > Actions > Set up synchronization
- Choose an object for which you need to set up filtration
- Set up additional filters, for example:

image.png

Keep in mind, however, that this type of filtration only works when MobileApplicationMode system setting is set to Offline.

II. Alternatively, starting from 8.3.2 version of Creatio, where Freedom UI designer for mobile application was introduced, you may use Static filters on the list page to filter out Activities of type Email:
(using Contact list page as an example. A separate Activity list page / section would have to be created and added to a mobile workplace)
filter in a mobile page Freedom designer

Nikita Kudin,

The image.png that you have attached here is not opening. Can you reshare in a way where I can see it?

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forms
Marketing_Creatio
8.0

Hi community,

I've connected a form with Creatio via SaveWebFormObjectDataResult service, and received a error

"{\"SaveWebFormObjectDataResult\":\"{resultMessage:\\\"Webform data preprocessing error\\\",resultCode:-1}\"}" 

Does anybody know what reasons can cause that error?

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Hello,

I've sent emails in our Prod system but we are exploring new avenues and using Dev/UAT for testing. The emails aren't going out. I set it up the same way as I did when I successfully sent emails in Prod. Here are some screenshots if anyone has any ideas of potential issues. 

shot 1

I am confused as to why it says "Ready to send" instead of "sent." Not sure if that is the source of the problem.

I really appreciate everyone's help!

Matt 

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The bulk sending is not enabled in UAT/DEV environments. You'd need to contact support to request if that can be enabled for those environments. 

Ryan

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Dear Community,
I need help with a business process.

In an activity, the start date and departure date are populated. 

However, if the departure date is later than the start date, the departure date field should be cleared.

How should I write the formula to clear the contents of the departure date field?

 

 

 

Thank you in advance.

Best regards

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Hi, you can clear DateTime values by setting them to: null

Hubert Pacia,

or you can create a date parameter and leave the value empty. Then use that parameter to populate your date field

Hubert Pacia,

Thank you for help, it works :-)

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documentation
security
backup

Hi All,

I found the answer from Creatio support team, as below.

I would like to know the current information because this comment was written in 2020.

-Does Creatio have a backup policy in the form of documentation?

-How long is the data retained?

Our customer needs these of details, so if you share them with me, it would be great.

Thanks!

 

Sui

Olga Avis writes:

Hello Tiago, 

1. A differential backup of a cloud instance is being created automatically every day, a full back - once a week: full backup - on Saturday, differential backup - on other days. The backup also can be done per your request at a specific time. 

2. Our backup protection against catastrophic events is provided by transferring the backup to Amazon Simple Storage Service (S3). The recovery process for backups of <7 days usually takes 2-8 hours depending on a backup volume. The backup retention period is 90 days. 

3. You can install marketplace and custom packages via the system interface, but we recommend submitting a request to Creatio support team in case you would like to install custom packages as we automatically create a backup of a cloud website before the package is being installed and can promptly recover the website in case any issues occur. 

Please, let us know in case any further information is required. 

Best regards, 

Olga. 


 

 

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