I have a business process that needs to calculate the a date for a record's date field. Users input integers to represent Day. I need to use the current date to capture the year, and month  for example. What should the formula look like to return those three values as a date value in a parameter that I can set into a record's field?

This for reference, does not work:

DateTime([#System variable.Current Date#].Year,[#System variable.Current Date#].Month,1)

I get an error: Parameter "DateDateTimeUtilities" not found

Hello,

Does anyone know how to set it so an event can automatically create a task for a user? Thanks.

Matt 

Hi Community,

Since the last update, some files are not being uploaded correctly. It appears that the upload process terminates before the entire file is uploaded, which results in corrupted files.

To determine whether this sudden termination is not user-related, we want to add a popup that appears right after the upload process finishes. This way, the user can only navigate through the app once the upload is 100% complete.

To achieve this, we tried using the UploadFileRequest handler, but it only executes at the start of the upload and does not wait for the process to finish:

{
	request: "crt.UploadFileRequest",
	handler: async (request, next) => {
		const result = await next?.handle(request);
 
		const dialogService = new sdk.DialogService();
		await dialogService.open({
			message: "O upload do documento foi iniciado. Para ficheiros grandes, poderá demorar mais tempo. Por favor, confirme se foi concluído com sucesso.",
			actions: [
				{
					key: "OK",
					config: {
						color: "primary",
						caption: "OK"
					}
				}
			]
		});
 
		return result;
	}
},

Could you please help us solve this issue?

Thank you.

Best regards,
Pedro Pinheiro

Hi Community,

When calendar sync is enabled, all of the users' Outlook meetings and appointments flow into the Creatio Task list. To prevent clutter and ensure high user adoption, we need to create a Dynamic Folder that filters out personal Outlook blocks and only shows native CRM customer engagements.

The Goal: Segregate Activity records that originated in MS Exchange from those created natively in Creatio.

What we've tried: We looked for OOTB metadata to filter by but hit a wall:

1. The GlobalActivityID column remains NULL even after a successful sync.
2. The CreatedInStoreId in the SysSyncMetaData table is always stamped with the generic CRM local store GUID for ExchangeAppointments, making it unreliable for tracking the origin.

we want to know: Is there an Out-of-the-Box configuration, system setting, or recommended best practice to filter synced activities natively?


Regards,
Bala.

Since March 1 (or earlier), the Webhook connection has stopped working with the Gravity Forms plugin in WordPress.

The Gravity Form still saves the submitted data in the WordPress database, but the Webhook is no longer being triggered from WordPress to Creatio.
 

Our Landing Pages have been working fine for years. 

Has anyone experienced the same issue?