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Service_Creatio
Service_Creatio_enterprise_edition
8.0

Hi Team,

I’m currently working on the Case Rating / Feedback functionality in Creatio and came across the following condition in the OOTB service:

UserConnection.GetIsFeatureEnabled("UseOldFeedbackPage")

It controls whether the system opens the standard feedback page or the icons-based page.

I have a few quick questions:

  • How to enabled it in Creatio?
  • If not visible in Feature Management, should we create it manually?
  • What is the recommended way to control feedback page behavior?

Thanks in advance!

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Hi commnity,

 

we have a business process where we need to have an agent answer to an email from a customer.

I know how to get the email via id in activity with type email, but am struggling to then create a reply that keeps all of the email history and works as a "normal" threaded email.

 

Any ideas on how to achieve this?

Thanks,

Luis

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8.3.3
Business Process
logging
Sales_Creatio
8.0

I am trying to add some custom logging to BP execution, and would like to have a reference back to the BP instance that is being run so that the user can click the link and go to the BP instance's log page. I do not believe there is a system variable/similar that will provide that, but I'm hoping I'm just missing something! I know it is possible to use a script task to fetch this information from context.Process.InstanceUId, but if possible it would be nice to avoid having to add a script task and therefore compile the BP just for this.

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How
to
create
a
role
with
limited
access
to_a
specific
section
in
System
designer
Settings

Hi,

I want to create a role which should only be able to access the Users section in the system designer settings and rest other sections should remain read only.

the user should be able to create and edit Users. How this can be acheived?

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Please, can someone help me?.

I need to import the tables into Power BI. I've tried using the 'Connector' and I've also tried using the API. And yes, I did everything according to the documentation.

When trying to use the 'Connector', I used the "Creatio.GetBigData" instruction, which according to the documentation is appropriate for obtaining large tables. However, it doesn't work, because it keeps giving me a credential error and constantly asking me to enter my credentials. And if my credentials are accepted, it takes many hours to import a table. This connector doesn't work at least for importing large tables. And let's face it, in 99% of cases the tables are large with much... much more than 20 thousand rows. In other words, this connector doesn't work for 99% of cases.

When trying to use the API, the same thing happens, because I can't import a table with more than 20 thousand records at once, and when trying to use pagination to import a few records at a time, the process takes me several hours to completely import a single table. This is not productive, it is tiring and takes up a lot of my time to do something that should be simple.

I am being charged to bring CRM data into Power BI, please can someone help me?

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Hello, thank you for the detailed explanation.

What you're seeing is likely to be related to a known limitation of the Creatio Power BI connector. The connector supports approximately 20,000 records per request, and larger datasets can sometimes result in authentication or data loading errors, even when the credentials are correct.

To help resolve the issue, we recommend:

  • Clearing the Power BI cache and resetting the connector permissions to remove any stored credentials and cached connection settings.
  • Exporting the data from Creatio to Excel and then importing the files into Power BI when working with larger datasets.
  • If available in your environment, connecting Power BI directly to the database server.

Unfortunately, the current connector does not provide a way to bypass this record limit.

Olga,

Are you telling me that Creatio CRM doesn't work with Power BI? Your suggestion to import first to a local database and then connect to Power BI doesn't make sense; I would have to consume local resources. Other CRMs on the market, like Salesforce, offer features specifically geared towards Power BI. I'm concerned that Creatio hasn't solved this problem yet.

Exporting to Excel is also equally unfeasible, as the CRM has hundreds of tables, and each table has at least 100,000 rows. Some tables have over 1 million rows. Excel isn't capable of handling that volume of data.

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