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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

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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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At Syntech, we wanted to make working with CRM data more visual, collaborative, and intuitive.

That’s why we built Syntech Whiteboard — an application for the Creatio platform that allows teams to work together on a shared canvas in real time.

The idea is simple.

Instead of discussing data through calls, messages, or screenshots, teams can open a single board and work through information visually, together.

Syntech Whiteboard enables real-time collaboration, allowing multiple users to interact with the same board simultaneously. Teams can map out relationships, discuss ideas, and make decisions in one shared space.

The application makes it possible to visualise connections between contacts, accounts, and any Creatio entity using a dynamic drag-and-drop canvas. This helps teams better understand how their data is structured and how different elements are related.

To simplify this process, the system includes automatic relationship discovery. Instead of building connections manually, the application detects and displays relationships between records.

The board is also fully configurable without code. Users can define which entities to display, select columns, customise colours and icons, and apply filters through a visual settings panel.

For working with more complex diagrams, Syntech Whiteboard includes tools such as a minimap, grid alignment, and zoom controls, making navigation easier and more structured.

In addition, users can create linked nodes and customise edges to represent relationships more clearly, including intermediary entities and labelled connections.

Syntech Whiteboard can be used in different scenarios, such as aligning on account hierarchies, mapping deal stakeholders, or onboarding new team members.

The goal is to provide teams with a shared visual workspace directly inside Creatio, where they can collaborate and work with CRM data more effectively.

If you’re looking for a way to make your CRM processes more visual and collaborative, Syntech Whiteboard can help bring your team onto the same page.

For a DEMO, register on the site - https://syntech.digital/

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Hello, I'm using a script task based on signal record deleted that will trigger this exception. But somehow nothing showed not even a popup notification about the exception.

I tried creating a business process using the same script task that triggers an exception based on an object event process, and a notification popup was seen from the UI whenever the the condition was met.
 

The same way to throw the exception, yet different results. Why is that?
I need help and an explanation of this "throw new Exception..." on how it worked. If there is a work around to trigger this script task, I will be happy to discuss about it.  

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Business Process
permissions
lookup
CanManageLookups
Add Data
#SystemSecurityContext

Hello Creatio Team,

I hope you are doing well.

I am reaching out regarding an issue we are experiencing in our environment when executing a business process that attempts to create a record in a lookup object.

Issue description:
When the process runs, it fails with the following error:

System.Security.SecurityException: The current user does not have sufficient permissions to execute "CanManageLookups"

imagen

This occurs during the execution of an “Add Data” element that inserts a new record into a lookup object. The error is triggered in the lookup event (BaseLookup_CrtCoreBaseEventsProcess) during the saving stage.

Additional context:

  • The process has “Use system security context” enabled.
  • The user executing the process does not have the CanManageLookups permission.
  • We also attempted to manage access rights within the process, but the error occurs before the record is created.
  • This behavior suggests that lookup-level security validation is executed before process-level permissions are applied.

Business process

Business requirement:
We need to allow this process to create records in the lookup object without granting broad administrative permissions (such as CanManageLookups) to end users.

Questions:

  1. Is there a recommended way to allow a business process to insert records into a lookup object without requiring the user to have CanManageLookups?
  2. Does the “Use system security context” option apply to lookup events, or is there an alternative approach to execute this operation with elevated privileges?

We would appreciate your guidance on the best practice to handle this case, especially considering security constraints in our environment.

Thank you in advance for your support.

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