Время создания
Filters
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
1 comments

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!

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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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1 comments

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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FreedomUI
notifications
reminders
Reminding
Service_Creatio_enterprise_edition

Firstly, can external portal users with the studio creatio self-service portal cloud and studio creatio external b2b portal cloud licenses even receive reminders?

I am looking for a way to send reminders with custom text. I want the reminder to link to an Activity that is being created in a Business Process, so I am setting the "Remind Owner" and "Remind Owner On" fields when adding the Activity.

When creating reminders for employee users, they appear as expected, however nothing is appearing for portal users.

If, in fact, it is possible for external portal users to receive reminders, how could I go about setting this up? I just need to change the reminder "Description" to give it more meaningful information.

Thank you

 

I am using Creatio 8.3.4.2753

 

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audit
Studio_Creatio
8.0

Hello community,

does anyboty know how to get all event types which are really stored in Audit log if occured? I mean I can select all event type in the advanced filter but if it means that all event types I can select are really stored in the log even now I can't find at least one of them?

For example, I can select in the filter "Get enitity schema operation rights" value and don't see any records. Is this event in any case stored in the log if it occured? Or can the actual list be confugured somewhere?

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2 comments

Hi Artem, 

in system settings you can turn on/off the logging for certain types of events - e.g. UseAdminSettingsLog, UseAdminEntitySchemaOperationLog...

I assume what you see is the possible Lookup Values for types of events, however if logging for them is turned off, then no records are created of this type you could see

Best, 
David

David Örnek,

thanks a lot! Does selected Default value checkbox mean that the event is included in the log, and if it isn't selected then vice versa?

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