Время создания
Filters
to
Email
8.0

Hi team can you please help how can we set the TO field in case email compose it should automatically fetch the contact person. 

Like 0

Like

0 comments
Show all comments

I am trying to sort cases created by specific companies that are tagged with a public tag, to a specific folder that I have created.   The only sortable filter I see is "tag in record (by column Record id)".  

I would love some insight into if there is a better way to do this, an easier way to do this, or if I am on the right track and maybe just don't have the permissions to do what I am trying to do.  

Any assistance is appreciated. 

Like 0

Like

0 comments
Show all comments

If you use Creatio and still need endless tables, dashboards, and clicks to understand your client relationships, take a look at Orchard. It turns your existing CRM data into a living visual garden - every client is a tree, every deal an apple, and every silent month a falling leaf - so you can read hundreds of relationships in just 30 seconds and immediately see who is growing and who may be quietly slipping away. There is no migration and no change to your team’s workflow, and Orchard is already running in production at a 20+years law firm. See how it works and join the early-access waitlist for priority pilot access and founding-firm pricing: https://www.orchard.solutions

 

 

 

Like 0

Like

Share

0 comments
Show all comments
Custom_REST_Service_Returning_403_Forbidden_/_Endpoint_Not_Found_in_Creatio_8.3.4
Sales_Creatio_enterprise_edition
8.0

Hi everyone,

I'm trying to create a custom REST service in Creatio 8.3.4 and am facing an issue accessing the service endpoint.

Service Implementation:

I have created a service that inherits from BaseService with the following attributes:

[ServiceContract]
[AspNetCompatibilityRequirements(
   RequirementsMode = AspNetCompatibilityRequirementsMode.Required)]
public class UsrClaimHoverService : BaseService
{
   [OperationContract]
   [WebInvoke(
       Method = "POST",
       BodyStyle = WebMessageBodyStyle.Bare,
       RequestFormat = WebMessageFormat.Json,
       ResponseFormat = WebMessageFormat.Json)]
   public ClaimHoverResponse GetClaimPreview(ClaimHoverRequest request)
   {
       return new ClaimHoverResponse
       {
           ClaimName = "Test Claim"
       };
   }
}

The package compiles successfully.

Issue

When I try to access the endpoint:
/0/rest/UsrClaimHoverService/GetClaimPreview

I receive:

403 Forbidden
or
Endpoint not found
or
404 File or directory not found

depending on the URL used.

When calling the service from JavaScript using fetch(), the response is an HTML page instead of JSON.

Additional Information

I found several community posts mentioning the following attributes:
[DefaultServiceRoute] 
[SspServiceRoute]

However, adding them results in compilation errors:
CS0246
The type or namespace name 'DefaultServiceRoute' could not be found.

CS0246
The type or namespace name 'SspServiceRoute' could not be found.

These attributes do not appear to exist in my Creatio installation.

What I have already verified
Service compiles successfully.
Inherits from BaseService.
Uses ServiceContract, OperationContract, and WebInvoke.
IIS application has been restarted.
Package has been compiled successfully.
Tried both:
/0/rest/UsrClaimHoverService/GetClaimPreview
/0/ssp/rest/UsrClaimHoverService/GetClaimPreview


Still unable to access the service.

Like 0

Like

1 comments

Where is the service being called from? From code in Creatio as a Creatio user? From a portal user? Or externally via code or Postman, etc? How the service is being consumed will make a difference in the answer.

Show all comments
pop up
popup
Studio_Creatio
8.0

Hi All,

Question please, is there any feature from Creatio that similar like DevLabs creating?

https://marketplace.creatio.com/app/popup-element-business-processes

This is Pop Up Element that can used in Business Process.

Because it is not compatible with Studio Creatio version 8.0

Thank you.

Like 0

Like

1 comments

Hello.

You can use the pre-configured page process element and use the Freedom UI minipage to create and customize the pop-up page.

More information here:
https://academy.creatio.com/guides/no-code-customization/bpm-tools/proc…

Best regards,
Antonii

Show all comments