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Hii

Does Creatio provide any official templates, checklists, guidelines, or reference materials that can support the analysis phase when starting a new implementation project?

We are mainly looking for resources related to requirements gathering, business process analysis, data/object analysis, roles and permissions, integrations, and functional documentation.

If there are any Creatio-recommended templates, sample documents, or best-practice references, please share them.

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Hi, 

Anybody knows how to alter the view of the timeline component in Freedom UI  - Creatio 8.3.0 ?

Example : Show attachments by default (rather than having to click on the arrow each time)
Removing the email title: Redundant in ticketing cases ...
Increase amount of text previewed

Etc

Cheers !

Damien

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Hi Damien, 

I believe you will find what you're looking for in the Source Code of #Object#TimelineEntity 

e.g. for Activities in "ActivityTimelineEntity "

(...)
"TimelineEntityValues": [
         {
           "UId": null,
           "TypeColumnValue": "e2831dec-cfc0-df11-b00f-001d60e938c6",
           "IsDefault": true,
           "ComparisonType": 3,
           "TileName": "Email",
           "SortColumn": "SendDate",
           "OwnerColumn": "SenderContact",
           "IconId": null,
           "ColumnLayouts": [
             {
               "ColumnName": "Title",
               "ColumnLayout": "{\"column\": 1,\"row\": 1,\"colSpan\": 12,\"rowSpan\": 1}"
             },
             {
               "ColumnName": "Body",
               "ColumnLayout": "{\"column\": 1,\"row\": 2,\"colSpan\": 12,\"rowSpan\": 2}"
             }
           ]
         },
         {
           "UId": null,
           "TypeColumnValue": "e2831dec-cfc0-df11-b00f-001d60e938c6",
           "IsDefault": true,
           "ComparisonType": 4,
           "TileName": "Activity",
           "SortColumn": null,
           "OwnerColumn": "Owner",
           "IconId": null,
           "ColumnLayouts": [
             {
               "ColumnName": "Title",
               "ColumnLayout": null
             },
             {
               "ColumnName": "Status",
               "ColumnLayout": "{\"column\": 1,\"row\": 1,\"colSpan\": 6,\"rowSpan\": 1}"
             },
             {
               "ColumnName": "DetailedResult",
               "ColumnLayout": "{\"column\": 1,\"row\": 2,\"colSpan\": 6,\"rowSpan\": 1}"
             }
           ]
         }
       ]
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I am seeing this error pop up in several places in 10x instances.  These are both demo instances and customer instances.  I have seen them inside of home pages, when trying to render charts, and in things like lead pages.  

Anyone else come across this?  Is this small bug with patch coming?  At first I thought was maybe something in a chart configuration it didnt like, but now seeing it in lead pages tells me something more in back end.

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I've not noticed that, at least not yet - although not really paid attention to any dashboards/charts/etc. If you look at the network requests in dev tools, do you see any requests in red (likely a SelectQuery) that might shed some light on what is causing the error?

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Sales_Creatio_enterprise_edition
8.0

We have three instances of Creatio, dev / pre / prod. The dev and pre environments are newly made from a copy of production. 

We had one Lead:Cases process in all environments that was active, but when we updated our production environment, it created a new version. In our production environment, we now have version 0 and 1, where 1 is the same as in dev and pre.

What we are wondering, is why there was made a new version in production. When we moved from dev to pre, there was only one in both environments. This forces us to change case on all existing leads, which makes the reset to the first stage. We do not want to do this, because this will give us double lead stages and mess up reporting. 

We also do not want to have all existing leads finish the old version of the case. 

Has this issue occured for anyone else, and is there some other options to align the two versions in production? 

 

 

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custom
Table
archiving
archive
8.4
Studio_Creatio
8.0

Hello,

I have a custom table in Creatio that stores integration logs for all of our integrations. Over time, the volume of records in this table has grown significantly, and we are now starting to notice an impact on the performance of operations involving this table.

I would like to reduce the size of the active table while still retaining older log records for historical reference and troubleshooting purposes.

Does Creatio provide a built-in mechanism for archiving data from custom tables, or how could this archiving be achieved.

Thank you

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They don't as far as I've found with a few cases of wanting archiving unfortunately.

I've always had to do some workaround such as copying the data using automated SQL scripts into an exact copy of the object for archiving purposes (I have done this by creating a new Object and setting its parent to the Object that needs archiving). This has some downsides that any changes to the regular Object won't apply to the archive Object until you re-publish the archive Object, so something to look out for.

Another issue to watch out for is how the archived data references other data, e.g. if you have parent-child relationships and you are archiving by copying exactly using SQL, the archived record would still be pointing at a "live" record rather than an archived one. Again, custom solutions are required for this.

Overall it's quite a pain, and plenty of issues can arise. It would be great if there were a built in way of doing so.

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