Время создания
Filters

Hello,

I have been asked to help with an environment built within the default package of "Custom."

It seems that the previous user did not create a new prefix or package to build out their new objects and fields but rather kept the default prefix of "Usr" and package of, "Custom."

 

As far as I know, they have kept all newly added elements in the environment without external factors for additional dependent packages.

I have attempted to transfer the elements in the configuration section and have accomplished that, but of course, I will run into compilation errors and dependency issues.

My end goal is to upload this project environment to the marketplace safely. So my question is this:

How can I safely transfer the elements of the default "Custom" Package to a new package that can ultimately be exported for the marketplace?

Thank you in advance for any help someone can provide.

Like 0

Like

0 comments
Show all comments

Hello Everyone,

 

I'm currently exploring security options within creatio, to secure the process with Password. Specifically, My goal is to restrict access to certain process by requiring user to enter password before any modifications.

 

Could anyone share insights or best practice to implement password protection for Process in Creatio? Are there any built-in features or recommended approces to achieve this?

 

Your guidance would be greatly appreciated. Thank You!

Like 0

Like

0 comments
Show all comments

Can I add an MS Teams meeting link to a bulk email? Should I add the meeting link before it is accepted? 

Like 0

Like

3 comments

Hello!

Yes, you can do it. You can add any kind of links to Bulk Email. Sometimes, when system adds additional tracking parameters to the original link, the link to Teams may stop working, so to avoid this, we recommend using a third-party service that will create a redirect link to the original meeting link and add this redirect link to the template. 

Best regards,
Anton

Do you have any recommendations for a third-party service that I could use? 

Felecia Harris,

We don't have any official recommendations or partners to recommend. 

Show all comments

Hi,

 

I would like to set up a few notifications:

First one - when the below workflow is changed that a notification is sent:Second one - when feed's are updated that a notification is sent

 

What is the best way to approach this?

Like 1

Like

1 comments

Hello!

You can configure business processes to listen for changes on the specified objects:
1. The first process will listen for changes in the object's stage.
2. The second process will check if a message has been added to the related feed channel ((determining the necessary ID code of the feed object).

You can create the notification using the following parameters:

Show all comments

Hi, 

 

Please help, I need to notify final user some task he trigger is working.

 

For example, on a page, a user clicks on a button to do something, the button executes a process and I want to inform the client that it is processing what the process does.... 

 

Some ideas?

 

Thanks in advance

 

Kind regards

Julio

Like 0

Like

3 comments
Best reply

I do this often and it works great. You'd need to:

  1. Send a message from the process to the front end. See https://customerfx.com/article/how-to-refresh-a-page-from-a-process-in-…
  2. Have some code somewhere that listens for the message. See https://customerfx.com/article/receiving-server-side-messages-in-a-crea…
  3. Then display the toast message. See https://customerfx.com/article/displaying-toast-message-popups-from-cre…

 

I've typically done this by making a generic process I can use as a subprocess. It sends the message to the client. Then I make a generic script loaded from MainShell or MainHeaderSchema that listens for the message and displays the toast. It makes it simple and generic to use and works on any page.

 

Ryan

I do this often and it works great. You'd need to:

  1. Send a message from the process to the front end. See https://customerfx.com/article/how-to-refresh-a-page-from-a-process-in-…
  2. Have some code somewhere that listens for the message. See https://customerfx.com/article/receiving-server-side-messages-in-a-crea…
  3. Then display the toast message. See https://customerfx.com/article/displaying-toast-message-popups-from-cre…

 

I've typically done this by making a generic process I can use as a subprocess. It sends the message to the client. Then I make a generic script loaded from MainShell or MainHeaderSchema that listens for the message and displays the toast. It makes it simple and generic to use and works on any page.

 

Ryan

Ryan Farley,

 

How do you go about creating a generic script that loads in the MainShell or MainHeaderSchema in Freedom UI? It hasn't seemed to work when I've tried it.

Harvey Adcock,

You need to add a feature to enable creating replacing schemas for angular modules such as MainShell. See this thread: https://community.creatio.com/questions/how-create-replacing-schema-freedom-ui-basepagetemplate

Ryan

Show all comments