Hello,

I am currently working on Integrating my Custom Object Data on Time Line tab in Contact form page, I have followed this link to accomplish this .

Now I want to show the file attachment preview or a downloadable link in the timeline tab.

This is what I have tried:

1. In my first try, I tried to save the files in separate object and add that object as lookup field in my custom object.
   1. Result: It shows the name of file only in timeline object
2. In my second try, I directly introduced  a file datatype field in my custom object,
   1. Result : It shows the raw file content in preview.

Also, How can we change the visibility of this field as I only want to show it if it has any value. I am using an online instance.

Can any one guide me on how to do this?

Thanks in advance for your support!!

How to send the report for all the cases in a single file (not separate per case)?

Hi all,

I have a use case to create a salary benchmark report in our Creatio recruitment application, which shows what salary expectations our candidates had in a set period, structured with 

I store the salary expectation min. and max. on the Candidate's record, and I have an object called "Candidate's related fields", which consists of the main field (e.g. Software development), sub-field (e.g. .Net developer), and level of expertise (e.g. senior). One Candidate can have multiple related fields, and his/her salary expectation should be taken into account in all of them.

I was thinking about using the Forecast section to create a report that looks like the example in the following picture. I successfully created the frame (the "Candidate's related fields" being the Forecast object, the "Main field", "Sub-field", and "Level of expertise" being the 1-3 hierarchy levels.

I have issues with setting up the columns; it seems to me that the Forecast functions are not sufficient to fulfill what I want to achieve.

The main issue is, that the values are aggregated as I go upwards on the hierarchy levels, so the "Junior .Net software developer" row will have a sum of every individual row.

My question is, does anyone have any insight on whether this requirement can be met with Forecast? We have a few ideas about using auxiliary tables and business processes instead, but it would be great if it could be done very simply with Forecast.

Thanks in advance!

Hi everyone,

I have encountered a small usability issue and I am hoping someone might have a suggestion.

When opening a record directly from an email (via a URL link), the page loads fine, but the “Close” button in the top right corner and the back arrow don’t work as expected. It appears that since the record is opened directly via a URL and not through standard navigation, there is no previous page for the app to return to.

While we understand the technical reason behind this, it’s not ideal from a user experience perspective. Users expect to be able to go back to the list or close the record.

Has anyone found a good way to improve or work around this?

Thanks!

Csilla

Good morning,

I followed the steps in the following link to loop through an object and send tasks depending on certain conditions. When I run it, my process gets stuck on the Create Activity Step, which I am absolutely perplexed by. Additionally, the flags are not getting set correctly, which I am also unsure of.

Here is the entire process:

For the Set Flag step:

I want to check if a leasing agent exists for a record, and to check if the lease ends in the enxt 30 days. "30days" is the following code: [#System variable.Current Date#].AddDays(30). Even when I make it such that I'm only checking if an agent exists, flags do not get set to true. I imagine the same issue is happening in Remove Flag, which I can apply once a solution is provided.

For Read Units and Account step:

Those simply check if flags exists that equal "True." They both read the first record in the selection. I know they work correctly because a To Do task does in fact get created with the correct Unit and Account name. The formula I use for the "What should be done" field in Create Activity is the following:

"Reach out to residents living at " +  [#Read Accounts.First item of resulting collection.Name#] + ", " + [#Read Units.First item of resulting collection.Unit#] + " as their lease ends in less than 30 days."

Again, this correctly creates a Task with an expected output, but results in the busines process being stuck?

My confusion is how my process gets stuck on the create activity task, when it clearly correctly creates an activity that I can see in the Tasks page?