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#10.0.0
Sales_Creatio_enterprise_edition

Hi Community,

I am currently evaluating AI capabilities such as Enrich Opportunity Data, and I am facing a challenge, around meeting transcripts.

According to academy documentation, meeting transcripts are automatically imported from recorded Microsoft Teams meetings and used to generate AI meeting summaries. The documentation mentions automatic transcript import from Teams, but I couldn't find any user-friendly way to enter or update the transcript manually. 

Is there a recommended approach today for filling in Meeting transcript when no Teams transcript exists?

Thanks!

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attachments
attachment
delete
deletefile
Studio_Creatio
8.0

Hi All, question please.

I want to delete all attached files using Business Process, I already tried using "Delete Data" with Id = Parameter1.

 

All values in data table is deleted, but the attached files till there.

I tried using "Delete Data" because I read from this article after googling it :

 

Need advice please, and thank you.

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When adding code into a page that has to call crt.ClosePageRequest to close the page in the code, it's a very common pattern to want to close the page without the standard dialog prompt to the user asking about unsaved changes appearing. It is possible to override the crt.CanDiscardUnsavedDataRequest handler to return true to do so, but most of the time you don't want this to happen for any close page event, just the one in your particular code path(s). This leads to somewhat over-complicated code to set an attribute so that the crt.CanDiscardUnsavedDataRequest handler can know if you've gone down this code path where it can be discarded or it's from some other source such as the user clicking to close the page, introducing possible bugs.

 

I would propose that it should be possible to pass in a parameter to the crt.ClosePageRequest call to specifically tell that handler whether it should discard the unsaved changes or not, defaulted to false so that current behaviour is maintained. This would look something like this in my view:

{
	"request": "usr.SomeHandler",
	"handler": async (request, next) => {
		// Some logic which decides that the page should be closed without saving
		
		// Close the page without prompting the user
		request.$context.executeRequest({
			type: "crt.ClosePageRequest",
			$context: request.$context,
			canDiscardUnsavedData: true
		});
		


		return next.handle(request);
	}
}

 

This is a lot more natural and clear what is happening, as all the logic is contained within the single handler's logic, and so doesn't require jumping to different handlers (which aren't obvious from just looking at the handler in question's code in the current ways of doing this) and unpicking that the code is preventing that popup elsewhere.

1 comments

Hello Harvey Adcock,

We have registered this idea and passed it to the responsible R&D team for consideration in future releases.

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Availability_Matrix
Coming_Soon
syntech

Syntech Availability Matrix for Creatio - Coming Soon
We are pleased to announce that Syntech Availability Matrix for Creatio will be released soon.

Syntech Availability Matrix for Creatio is an interactive visualization component designed specifically for real estate developers, property sales teams, and project managers. The application presents buildings, sections, floors, and units, providing an intuitive overview of project inventory and unit availability directly within Creatio.

Key Features
- Availability Matrix Unit Layout
Represent apartments, offices, or properties as color-coded tiles for quick status identification and navigation.
- Interactive Building Visualization
Display residential or commercial projects in a visual building structure with units organized by floors and sections.
- Works with Any Data Structure
The component can be configured without coding to visualize virtually any existing data model in Creatio.

The solution will be released soon. https://marketplace.creatio.com/app/syntech-availability-matrix-creatio 

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Screenshot_Tool
Available
New_in_Syntech

We are pleased to announce the release of a new free application - Syntech Screenshot Tool for Creatio.

What it is

Syntech Screenshot Tool for Creatio is a Freedom UI add-on that enables users to capture screenshots of Creatio homepage and dashboard pages directly from the application interface.

There is no longer a need to use external screenshot tools, browser extensions, or manual image editing. The application provides a fast and convenient way to create presentation-ready visuals directly within Creatio.

Key Features

Simple screenshot creation
An intuitive interface allows users to quickly capture screenshots of Homepages and Dashboards, minimizing effort and accelerating reporting workflows.

Select a suitable format

  • Lightweight JPG - for quick sharing
  • Multi-page PDF - for printing and archiving

The application is already available in the Creatio Marketplace. Simply search for Syntech Screenshot Tool for Creatio and install it in your environment.

We look forward to your feedback and reviews after using it!
https://marketplace.creatio.com/app/syntech-screenshot-tool-creatio 

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3 comments

Great idea, tried it out, but quality of PDF for sharing is low so we cannot read the text of our Dashboards ... 😔

Damien Collot,

Thank you very much for your feedback; we'll definitely take it into account and make improvements)

Damien Collot,

We would appreciate it if you could send screenshots to our email address, support@syntech.digital  We'll do our best to resolve the issue. Thank you!

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