Is it possible to select which outlook calendar meetings are synched to Creatio ?
Hi,
testing the calendar synchronisation with the productivity freedom ui app. Is it possible to limit which outlook meetings are synched back to Creatio? For now it synchronises everything (except private meetings).
In the 8.1.4 release notes, read about this beta feature note "Synchronization of Office 365 calendar. It is now possible to import meetings that have "Creatio sync" category from Office 365 calendar to Creatio. To access this functionality, contact Creatio support."
Has this feature been released out of beta since 8.1.5 ? Do we still need to contact Creatio Support to use this feature or is there some configuration to do ? Did not find any documentation in the academy....
Thanks,
Damien
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Hello,
Starting from 8.1.4, there is an option to download from Exchange calendar only the meetings marked with the category Creatio sync:
1. All exported items are marked with a category (newly created or updated)- 2. Imported meetings (new or updated) are used in Creatio only if marked with a category.
The primary use case for this feature: I do not want to synchronize my private meetings (e.g., doctor appointment or family dinner) to Creatio. So I mark only the meetings that should be synchronized to Creatio with the category Creatio sync.
Important: This is a global option for a mail service provider in Creatio, it cannot be enabled on per user basis.
This option is available for Office365 / Exchange calendars only. It will not work for Google calendars.
Step-by-step instruction
1. The user should create the category Creatio sync in Outlook calendar:
Outlook categories guide: Use categories in Outlook - Microsoft Support
2. Enable the option in the mail server provider in Creatio. Currently it is possible to do it via SQL request only:
MSSQL
update Mailserver set IsLimitMode = 1 where Id = 'your_mailserver_id'
Oralce
update "Mailserver"
set "IsLimitMode" = true
where "Id" = 'your_mailserver_id'
PostgreSQL
update "Mailserver"
set "IsLimitMode" = true
where "Id" = 'your_mailserver_id'
3. As soon as the option is enabled all meetings exported from Creatio to Outlook will have the Creatio sync category assigned. Only the meetings that the user marked with the category Creatio sync will be synchronized to Creatio.
Environment
- Version - 8.1.4+
Note! This is still a beta version of this feature. We would greatly appreciate it if you could share your feedback with us after using this.
Best regards,
Malika
Hello,
Starting from 8.1.4, there is an option to download from Exchange calendar only the meetings marked with the category Creatio sync:
1. All exported items are marked with a category (newly created or updated)- 2. Imported meetings (new or updated) are used in Creatio only if marked with a category.
The primary use case for this feature: I do not want to synchronize my private meetings (e.g., doctor appointment or family dinner) to Creatio. So I mark only the meetings that should be synchronized to Creatio with the category Creatio sync.
Important: This is a global option for a mail service provider in Creatio, it cannot be enabled on per user basis.
This option is available for Office365 / Exchange calendars only. It will not work for Google calendars.
Step-by-step instruction
1. The user should create the category Creatio sync in Outlook calendar:
Outlook categories guide: Use categories in Outlook - Microsoft Support
2. Enable the option in the mail server provider in Creatio. Currently it is possible to do it via SQL request only:
MSSQL
update Mailserver set IsLimitMode = 1 where Id = 'your_mailserver_id'
Oralce
update "Mailserver"
set "IsLimitMode" = true
where "Id" = 'your_mailserver_id'
PostgreSQL
update "Mailserver"
set "IsLimitMode" = true
where "Id" = 'your_mailserver_id'
3. As soon as the option is enabled all meetings exported from Creatio to Outlook will have the Creatio sync category assigned. Only the meetings that the user marked with the category Creatio sync will be synchronized to Creatio.
Environment
- Version - 8.1.4+
Note! This is still a beta version of this feature. We would greatly appreciate it if you could share your feedback with us after using this.
Best regards,
Malika
Malika,
Thanks for the detailed reply !
Does it work by directional too ? Activity created in Creatio, gets synched back to Creatio ?
Thank you;
Damien