I have created a calendar for my custom entity and added some secondary tiles to display on my calendar. But, all the fields are showing up in single line. Refer below:
Is there any way to add each field on new line? Like reference number on one line customer name on new line?
Hi all, is there a No-Code way to prevent Users navigating to a record in a List? I appreciate we can lock down editability of list. It is the behaviour to navigate to a record we want to block.
Currently a User can either click into the row or use the 3 vertical dots on the left of a Row to navigate to a specific record page.
To my knowledge this can only be disabled for single Lookup Fields by changing a parameter ("showValueAsLink"), but I don't think such functionality is provided for Lists OOTB.
The two workarounds described below might be helpful to you, as they describe possible solutions to both of your mentioned scenarios:
Issue: When I create internal tasks, I sometimes need to add external contacts as activity participants. However, shortly after adding them, the external participants receive an automatic invitation email containing details about the activity (information that was intended to remain internal).
Current Setup:
My Outlook is synchronized with Creatio.
The Activities are of Category “To do.”
Show in calendar is set to true.
No reminders are configured.
I do not click the “Send invitations” button.
The “Send invite to participant” checkbox on the Activity Participant object is set to false by default.
Despite this, when external participants receive these unprompted invitations, I notice that the “Send invite to participant” checkbox on their Activity Participant record has automatically changed to true. This has occurred multiple times.
Question: How can I safely add external contacts as activity participants to my “To do” activities without triggering invitation emails?
1) Is it possible a Business Process is causing this behavior (Add Dummy Participant -> Check Process Log for any triggerd Processes)?
2) Is it possible that there is a replacing Object for ActivityParticipant in a Package that is loaded after the Package you are working in due to package dependencies? For example somebody could have accidentally created a replacing object of ActivityParticipant inside the "Custom" Package. In this case it would "overrule" other replacing ActivityParticipant Objects in any other package.
If the issue persists, I would suggest getting in touch with support@creatio.com directly, as it is OOTB functionality and they can offer direct support
I need to send a pre defined pdf file as an attachment in send email element. But there is no option available to attach a pdf file there. Process file gives only word file.
If a contact does not have an email address, how can we make sure the system does not add that contact to the folder or segment we created? We already know that we can prevent this by adding a filter. Is there any other solution we can configure?
Besides using a filter to exclude contacts without email addresses, you have the following options in Creatio to ensure contacts without emails are not added to segments or folders:
1. Modify the segment or folder logic with a dynamic selection: You can use a dynamic group based on the data source, which means the system always checks the actual presence of an email address in real time. This is technically still a filter, but it ensures continuous, live validation.
2. Validation at the business process level: If you are populating segments or folders via a business process (like through DCM or custom logic), you can add a validation step in the process flow. Before adding a contact to a segment, check if the email field is filled in. If not, skip the addition.
