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Hi,

Can I invite someone into my Opportunities, so they can also incharge in my pipeline ?

and how to invite the users ?

 

Rgds,

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Hello, 

To assist you with your question, could you please provide us with more details? 
If possible, please provide a screenshot or a bit more context about what you're trying to achieve — this will help us understand your request more clearly.

Looking forward to your reply!

Hanna Shevchenko,

Hi Hanna,

here is the detail case :
I've an opportunities, and I want to invite 1 or 2 people to join my OP so they can involve on OP progress/issue update.

So when they login using their account, they can also read & edit those OP

Rgds,

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Hello all,

I am repeatedly running into an issue where the Creatio Freedom UI page designer is showing a field under Data model attributes that is from a higher package in the hierarchy. The page I am working on does not depend on the page where the field is added but the page designer still thinks the field exists which is causing cyclical dependency errors every time I try to save the page even if I don't do anything to add the erroneous field to my page.

My page is properly placed in the lower package and connected with the version of the object within the same lower package. Why is Creatio disregarding my package structure and showing the field from a higher package? It's impossible to proceed when Creatio keeps making problems I'm trying to avoid.

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Hello,

 

The issue you are facing is related to how Creatio manages package dependencies automatically.

When you use elements from another package, Creatio adds dependencies which can sometimes lead to cyclic dependencies.

To resolve this:

-Review package dependencies - make sure your package does not depend (directly or indirectly) on a package that also depends on yours, creating a cycle.

-Adjust dependencies if needed - remove or rearrange package dependencies

-Verify current package setting - ensure you are working in the correct package and saving changes there.

-Refactor functionality if necessary — if the problematic field/functionality is not required in your package, consider moving it to a package where it won’t cause cycles.

Proper management of package dependencies and settings should help you avoid these cyclic dependency errors in Creatio.

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Hi

I want to rename the tab inside Sales pipeline chart, but don't see this option in chart settings. 

How can I achieve this? 

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Hi,

By default, it’s not possible to rename the tab inside the Sales pipeline chart using standard settings.

This kind of change would require additional development and customization on your instance.

Let us know if you'd like help involving analytics team or creating a support request for that.

Instructions how to achieve this with code would be helpful :) 

Hello Karolina,

The resources for Sales pipeline are available at the level of binary files on the site.

If you want to change the tab captions for the Sales Pipeline, you need to modify the localization files in the path Terrasoft.WebApp\ClientApp\assets\i18n (example for the Creatio application on the Net Framework) and modify the values of the ByCountBtnLabel, StageConversionBtnLabel, ToFirstStageBtnLabel keys in the FunnelWidget section.

example of modifcation


Don't forget that when you update the site, you will need to update these values again in the files.

We understand that this may not be convenient for users, so we will register a development idea for our development team to implement an easier way to change the tab name in future versions of Creatio.

Thank you.

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I have a simple business process that calculates the Quote total by summing the Item Total field in the Quote Item records - as shown below:

 

This business process is triggered by three signal events: Quote item created, Quote Item modified, and Quote item deleted. The process works successfully when the quote item is added or deleted. The issue is when the Quote item is modified - specifically when I change the related Quote. 

While testing the business process, I changed the quote item's related Quote field from Quote 1 to Quote 2 and it updated Quote 2's total field; however, it did not update Quote 1's total field. I realize this is the case because the business process has no way of accessing the previous field value before it was modified. 

 



Is there a way to go around this or a way for a business process to see the previous values of a record before it was modified?

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How to show something similar to the above based on status stage in a detail view 

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