I'm struggling to find the best way to make Creatio Support more tech-friendly like our previous provider. 

Our Consultant has done an amazing job, but I am pretty handy and can do a lot on my own. Just looking for inspiration! 

Happy to share what we've done thus far as well! 

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Hi Team,

We were trying to generate a report based on the service section. We created an Excel report to generate the number of cases created for last year along with some other filters. However, when we try to generate the report we are getting the below error. This error pops up only for certain filters and for some filters the report seems to be working. Like if we get the report for month it works while if we try for last one year it pops with an error.

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Hi Gokul Krishan,

this error relates to configuration or data. Set up all columns from the report in the 'Cases' section, use similar section...MoreLess

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Hi Team, 

Is there a way to keep a track of activities like who has deleted the order, invoices and accounts. How can we find who has deleted/edited the orders/accounts/invoices etc? Please let me know if there is any way to do it?

Thanks,

Gokul

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Dear Gokul, 

You can enable a change log to track the modification/deletion of data. Here is an academy page on the change log: 

...MoreLess

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Hi Team, 

When I am on the product page and add folders for the filter I am getting the option to set up a filter, move, delete the folder (in filters).

Whereas when I go to the order page and select + option of the product in the order. Then once I click on saved filters (folders) the setup filter option is coming up but nothing can be actioned. 

whether this can be done only in the porduct page ? 

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Hello Gokul,

Product catalog in order page cannot be used to modify filters of the folder (but you are still able to move folder, delete, rename...MoreLess

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Hi Team, 

Is there a way to link the lookups . for instance if I select a lookup the other field should automatically show up ceratin fields. 

in cases, if I select products the related field (category) should show up the related fields of the product. is there a way to do it?

Thanks,

Gokul

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Hi Gokul,

Hope that guiding is suite for you.

Using filtration for lookup fields

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Hi Team,

Is there a way to see who has added or modified the fields. in case if the user has added a license in order or an account. What is the way to check? which table should I search for? I can see the last created and modified options in the account table. Just wanted to understand if there is a possibility to check some more extensive information such as who has changed the order status / who has added a product. Thank you in advance.

Regards,

Gokul

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Dear Gokul,

You can set up the Change log for this purpose. Here is the guide how how to do it https://academy.creatio.com/documents/administration/7-15/change-log

You...MoreLess

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Hi Team,

We were trying to filter out the account classification. However, we were not able to add the field account classification which is present in the account section to filters. is there a way to add them into the filter so that it can be searched quickly? 

Thank you in advance, Gokul

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Hello Gokul,

This field that you are trying to add to the filtration is a detail and detail values cannot be read using 1 level filter...MoreLess

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Hi Team, 

BPM is running in SQL server and we were planning to change the recovery model of the database to full recovery from simple recovery model for attaining the point in time recovery. As far as I knew it will not affect the BPM. Still wanted to confirm if there is any drawback in doing so. Thank you in advance. 

Gokul

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Dear Gokul,

You will not have any difficulties with the application after changing the recovery model. The only difference that is in the database...MoreLess

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Hi Team,

Is there a way to list out all the permissions of all the system users in one go. We are in the process of finetuning the user access as everyone is having a higher level of permissions. I am okay if I can do it via SQL too. Please let me know if this can be achieved in BPM. Via SQL is also fine. Thank you in advance 

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Hello Gokul!

Unfortunately, this kind of information can not be stored in bpm'online in the way you'd like to have it. As the matter of fac...MoreLess

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How to add multiple new products on the product page. Is there way to create multiple new products?  

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Hi,

You can import functionality to add multiple product to the system. You can find more about import here: https://academy.bpmonline...MoreLess

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