I made a pipeline in the dashboard builder. The different layers of the pipeline represent different statuses or phases in our process. However, the pipeline ordered them alphabetically, which isn't correct for us. Is there a way to change the order?
Unfortunately, it is not possible to do this with basic functionality. However, we have submitted a request to the responsible development team to consider adding this feature in future releases.
I have a use case where, upon a change in the case status, the business process should verify the Business Unit specified in the case record and trigger the corresponding message template based on both the Business Unit and the case status.
This requirement arises because different Strategic Business Units (SBUs) may have their own customized message templates. Currently, the system triggers a standardized message template by default for case creation and case status changes. However, the requirement is to enable the system to send SBU-specific message templates instead of the default standardized ones.
does anybody know if it is possible to move the vertical line in calendar view of Marketing plans| marketing activities to the right? I can't do it by dragging, but I need to add extra fields to the left heand side of the calendar. And for proper their displaying I need extra space.
Hi Team, Somebody knows if is possible display the pop up for unsaved changes once we change from edit page to another section? It seams there don't pop ups and just discart the changes. Example, open contact edit page, make a change and click the accounts sections.
Unfortunately, this is the current basic system logic: the unsaved changes popup will only appear if you make edits on the form page and then click the back arrow while staying in the same section. If you switch directly to another section, the popup will not appear.
We will create an idea PR-30408 for review by our R\&D team to consider implementing the behavior you suggested in future versions of the product. Thank you for helping us improve Creatio!
I created a business process that runs every 15 mins to read all activities that have result not filled in and I want to send pre-configured page to all users for each of these activities to fill the result. But the page is not popping-up; although the notification is working and the user is getting the notification in the notification panel.
If a business process is configured to start using a Start timer (for example, every 15 minutes), the process is executed by the system scheduler. In this scenario, the process runs in the background on the server, without direct interaction with the user session.
As a result, all elements that follow the Start timer event are also executed in the background context, regardless of their individual settings. Because of this, UI elements such as pre-configured pages cannot be opened automatically for users.
Instead, when the process reaches the step that requires user interaction, the user receives a notification and can open the corresponding page from the Process Actions sidebar to complete the step manually.
This is expected system behavior when processes are initiated by a timer.
A pre-configured page can only be displayed automatically when a business process is executed within an active user session. Since your process is started by a Start timer, it is executed by the system scheduler in the background, and therefore it cannot open UI elements such as pop-up pages for users.
To achieve the behavior you described, the process would need to be started within a user session, for example by a button or manual process launch. In such cases, the pre-configured page can be displayed as a popup for the user.
If the process must continue to run automatically every 15 minutes, the recommended approach is to keep the timer-based process and notify users through notification panel, from where they can open and complete the task.
