We have created a Quotation tab on the Lead page in Creatio. This tab displays the plan options. Here's the scenario:
When a user selects a Plan from the detail object and clicks Next,
The system should display values related to the selected plan within the same tab.
These related plan values should be displayed as a detail object so that the user can select the desired Sub-Plan.
Is it possible to implement this functionality using Business Processes or any other method within Creatio? If yes, could you guide me on the best approach?
I have set up the URL https://159581-crm-bundle.creatio.com for demo purposes. However, after some time, I was unable to log into the application. The same issue occurred with another similar URL, so I created a new one using the link mentioned above.
The error displayed was "Authorization failed," and the password appeared to be locked. Even after attempting to log in using the "Log in with Creatio ID" option, the login attempt failed.
The question regarding campaings running context: when a particular user starts a campaign, will it be executed in his|her role (rights) context, or it will be executed in the context of a some kind of system account (with full set of rights)?
I'm interesting in could the following situation appear: user had set up filter for the campaign audience, but after starting of the campaign more contacts were added in it (even those who are unavailable for the user) due to extended rights of an account in which context the campaign was started.
In Creatio, campaigns are executed with the same permissions and access rights as the user who started them. This means that only the contacts the user has access to will be included in the campaign. The situation you described, where more contacts are added to the campaign audience, should not occur.
The issue can occur if you have two add-ons with different names referring to the same object. This typically happens when the object was renamed, and a new add-on was generated as a result. Or if duplicate add-ons were created for the same object in one package.
I'm also adding an example of how the addon will look in the system:
In order to solve this problem, it is necessary: 1. Identify and Remove the Conflicting Add-On 2. After removing the conflicting add-on, regenerate and compile the system to ensure all settings are correctly applied.
This should resolve the issue and ensure consistent behavior for your Default Page settings.
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