Filters

Hi Team,

I can read the process parameter of Business Process in script task if it is string or number in an "Implicitly typed variable - var" as below.

 

1.var _recipientEmails = Get<string>("RecipientEmails");

2.var _totalRecords = Get<int>("TotalRecords");

 

 

how could we read collection of records parameter as in the screenshot?

var _collectionRecords = Get<?>("ContactRecordCollection");

 

 

 

Regards,

Bhoobalan P.

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Hello,

I am synchronizing outlook with Creatio. When a task is created in outlook it comes over to Creatio good, but I would like to change the default values some of these fields have. I'm not sure where to look to override these default values.

For instance we want to change default Type from "task" to "meeting".

Please see screenshots

Thanks in advance!

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Dear Tyler,

 

If you need to rename the Task name, go to the Lookups section, find Activity Types and change the name of the Type record to Meeting.

If you want to change the default type of the activity record that is created, you need to go to the activity object of your custom package, find the Type column and change the default value to the required type. By default it is set to Task.

 

Regards,

Dean

Dean Parrett,

Thank you.

Is there any way/workaround to only change the default value for this outlook synchronization?

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Hi Team,

 

I have a business process that triggers an email.
 

Requirement in email Template:

1.A section records collection should be filtered by specific field. (say, Contact section records filtered by Account field) i.e. Collection of contact section records matching a specific Account value - Achieved by Read Data Element in business process.

 

2.Now all the filtered records in read data should be populated in the email body content in a table format (Rows and colums) - How to achieve this?

 

I need to insert the collection of records from Read Data element to email body in the table format and the table has to created dynamically depends on the number of records from the read data element.

 

I tried to create a "collection object" in the process parameter and set the collection records to the parameter as in the collectionParameter.png image but how to use this collection object value inside the body of email element and frame to display the values inside the object in table format.

 

Regards,

Bhoobalan P.

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Question

Hi Team,

I want to enable PDF convertor on my system, for that I have installed marketplace application  on my system:

 https://marketplace.creatio.com/app/asposepdf-connector-creatio

And also get registered in : https://products.aspose.cloud/pdf/net

what will be the next step. How will I generate access key for my system setting values.

Please assist.

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Hi Bhumika Bisht,

 

Kindly note that you should add a new application after the registration (My Apps > Add an App) and then get the access keys (App Key, App SID).

Hi, Alexander, I have added an app and generate the access keys: App Keys and App SID please refer to the screenshots also I added them in System Setting also even after that it is showing "Error" on the page. please assist over that.

More Screenshot :

Bhumika Bisht,

Can you please specify how you encountered the error in more detail?

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Hello community!

We have a use case where we need to spell & grammar check certain fields entered on Creatio. We notice that spell check & grammar check are not available out of the box in Creatio. Can you confirm that we haven't missed anything?

(Besides doing spell check outside Creatio) Are there any alternatives to assisting spell/grammar check inside Creatio? I notice a few options - 

  1. Enable spell check built into Google Chrome. This works for all text fields in Creatio. 
  2. Enable Grammarly Chrome extension. This works for all fields which are written using the Html Editor (Like Knowledge base article)

Can you confirm if any of the above two are recommended from a Creatio stand point?? Are there any other better ways to do this inside Creatio?

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Dear Shrikanth,

 

There is no default option to check the grammar and spelling. You can use any browser plugins or in-build functionality to check them. There are no any restrictions for browser plugin use. 

Of course, you can also develop your functionality that would allow to perform grammar and spelling check but it might be more beneficial to use Grammarly since its specific target is to remove errors from writing. Its algorithms are constantly improved so basically there is no reason to develop own add-on.

 

Regards,

Dean 

Dear Shrikanth,

 

There is no default option to check the grammar and spelling. You can use any browser plugins or in-build functionality to check them. There are no any restrictions for browser plugin use. 

Of course, you can also develop your functionality that would allow to perform grammar and spelling check but it might be more beneficial to use Grammarly since its specific target is to remove errors from writing. Its algorithms are constantly improved so basically there is no reason to develop own add-on.

 

Regards,

Dean 

Dean Parrett,

Thank you Dean. Wanted to re-confirm that nothing was available in-built in Creatio. 

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