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Hello

I'm working on a Creatio application with two sections:

  1. Application (Service Request)
  2. License

Each License belongs to a specific Application.

I have already created a Request Number lookup field in the License section, so each License is linked to its corresponding Application, and this relationship works correctly.

Now I want to achieve the reverse: on the Application page, I want to display the related License automatically.

To do this, I added a License Number lookup field to the Application section (lookup to the License object). However, I cannot get it to populate automatically with the related License.

I tried several approaches, including using a Business Process with Read Data and Modify Data, but I haven't been able to make it work.

What is the recommended or best-practice approach in Creatio for implementing a one-to-one relationship like this? Should I use:

  • A Business Process?
  • A Business Rule?
  • A Detail instead of a lookup?
  • Or is there another recommended configuration?

Any guidance or examples would be greatly appreciated. Thank you!

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I completely love the "Live Data Update" option for objects, one of my fav features to be added in Creatio. However, there are many cases where I want to be able to override that behavior and not have the live data update message sent to the UI. For example, if I am doing hundreds of adds/updates in a process, I likely don't want all those updates to go to the UI since that sort of thing can cause a lot of "flickering" and lag for the user that triggered the process as each message is received and the UI loads the data. Another case is where I am loading in a large amount of data from an external source via OData, the user context that the OData connection is using will receive the messages for all the adds/updates. The same for Excel imports, these should have Live Data Update off by default. There are many cases where the Live Data Update feature could cause a negative impact on the system and is unnecessary since it's not something that is for the user.

Please provide a way that the Live Data Update feature can be bypassed/disabled for single (or batch of) transactions for scenarios such as:

  1. OData connections
  2. Entity object adds/updates
  3. Processes - Ideally, as an option for a single Add Data or Modify Data element, or at least as an option for the entire process
  4. Excel imports (should be bypassed/disabled by default for these)

Thank you.

Ryan

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Highly agree, this would definitely be a very useful feature for bigger data updates!

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Discussion
datetime
Filtering
configuration
Charts
dynamic folder

It would be very useful in having good, consistent reporting to extend the current date macros available for doing so. Currently, if I want to filter to only include the rolling year's values, I have to put in a filter like Date >= Previous days <365> (and another for Date <= Today, if dates can be in the future) but this is quite clunky and not always the most clear (from memory, Previous Days does not include today's date, hence the greater than or equal to).

 

Even worse is that there is no real way (without doing something like creating a custom date object & maintaining the lookups to it for all objects with a date) to put a filter on to say "show me the last x complete months", with the partial workaround being similar to the above one, but this does not fulfil the "complete months" aspect of the filter.

I would propose the following would be very useful additions to the filtering setup used in folder config, BP read data steps, chart/metric config, list filtering config & other areas that filtering can be set up throughout Creatio:

High priority:

  • Previous x for each of the dropdown's sections, so week, month, quarter, except for "Every year"
  • Following x for each of the dropdown's sections as above

Nice to have:

  • A checkbox/similar on Previous/Following macros to select whether the current day/week/month etc should be included, to both remove the slight ambiguity and give users more control without needing 2 date filters
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Hello Harvey! 

Thank you for your suggestion.

We have submitted this idea to our Development Team for evaluation and consideration for implementation in one of the upcoming releases. 

Have a nice day!

This is very much needed and would be fantastic additions!

Ryan

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recordpermission
permissions
8.3.4
Sales_Creatio_enterprise_edition
8.0

Does anyone know how this feature released in 8.3.4 can be used?

https://academy.creatio.com/docs/8.x/resources/release-notes/8-3-4-twin-release-notes#title-advanced-customization

 

I do not currently see any additional options in the object permissions section when compared against 8.3.3 for putting in place custom record-level access rights, and can't see any new documentation around it in the academy.

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If a contact answer to a closed case creatio will create a new case, 

but not give much context in the new case that it was created from a pre-existing case.

Is there an easy way to make the new case linked to the old case via configuration?

Or is it necessary to create a business process  that reads all emails and searchs for case id, etc and then link in the Business Process?

 

Thanks,

Luis

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Hello!
Out of the box, when an incoming email matches a previously closed case, Creatio typically treats it as a new case and does not automatically keep a reference to the original case. There isn’t a standard setting that will automatically link the newly created case back to the closed one (for example, by filling a “Parent case/Related case” field).

What you can do
1) Manual option (no customization): If you have a “Parent case” / “Related case” field in your case page (depends on your configuration), you can manually set the original case there after creation.

2) Automation (requires customization): To link them automatically, you would need custom logic (business process and/or mailbox processing customization) that, on incoming email/case creation, identifies the original case (e.g., by case number in the subject/body, message headers like In-Reply-To/References, or stored conversation identifier) and then writes the link to a dedicated field on the new case.

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