7.16 | Community Creatio

08:31 Sep 25, 2024

I have created a signal-based Business Process that fires on modifying the data in Opportunity.

To Read the Email Template I write the following code:

using System;
	using System.Collections.Generic;
	using System.Linq;
	using Newtonsoft.Json;
	using Terrasoft.Common;
	using Terrasoft.Configuration...

MoreLess

6 comments

Oleg Drobina

12:55 Sep 25, 2024

I created the very same business process and manually specified RecordId (Id is a random Opportunity record) as

new Guid("6344D6CE-F889-4361-83F2-9CD71DBD6300")

and...MoreLess

Syed Ali Hassan Shah

12:58 Sep 25, 2024

But we have to use this code in the Creatio 7.16 Version and it returns this error.

Anhelina

14:44 Sep 25, 2024

Syed Ali Hassan Shah,

You can order a trial site of 8.1.4 and check the suggested solution. If it works, please update the application to the newest version.

Syed Ali Hassan Shah

14:52 Sep 25, 2024

Anhelina,

We can not update the site to the latest version there are many complications in it Creatio Team already tried it once but didn't...MoreLess

Syed Ali Hassan Shah

07:48 Oct 01, 2024

Is there any update on the solution for Version 7.16?

Syed Ali Hassan Shah

08:55 Oct 14, 2024

Any update on this?

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Sales_Creatio_team_edition

7.16

Opportunity's and Contacts

Richard Kachele

20:32 Oct 10, 2023

Hello, I am trying to run a report that will pull both from "Contact" and "Opportunity". My end goal is to run a closed lost report that I can download onto an excel document with the following fields:

Company Name
Contact Name
Email
Closed Lost in 2023

1 comments

Sergii Zhmurko

11:47 Oct 19, 2023

Hello,

To solve this task, there are several ways. For example, you can use "Manage a list" for the "Opportunity" section and display the necessary...MoreLess

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FastReport embedded fonts

Vladimir Sokolov

09:06 Apr 26, 2023

Hello,

as we use non-standard font for our report, it should be embedded into result pdf-file. FastReport has this option during export to PDF. But how can we achieve the same from Creatio?

3 comments

Pavlo Sokil

18:29 Apr 27, 2023

Hi Vladimir!

Fonts should be installed on the IIS side and the template also needs to be set up correctly to make them available.

The following...MoreLess

Vladimir Sokolov

21:13 May 03, 2023

Pavlo Sokil,

Thank you, Pavlo!

We have installed fonts on our Dev IIS server and it works.

But when customer has done the same, on their Test...MoreLess

Pavlo Sokil

10:40 May 04, 2023

Hi Vladimir.

There are several possible reasons why a custom font added to IIS for Fast Reports may work for one site but not for another,...MoreLess

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#packageinstallation

objectisinvalid

extedndedpropertiesarenotpermitted

Studio_Creatio

7.16

Package install failed- Object is invalid. Extended properties are not permitted

Yana

12:25 Apr 19, 2023

Hi community!

We have moved our package from one environment with lowest creatio version (7.16) to environment with highest version (creatio atlas).

Some objects were not installed properly and we received error:

Error "Object is invalid. Extended properties are not permitted on 'dbo.UsrGeneralViewFile...MoreLess

2 comments

Anastasiia Zhuravel

11:38 Apr 21, 2023

Hello Yana,

We strongly recommend to transfer packages between sites with the same build (products) and versions to avoid any errors...MoreLess

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time between case stages

Yana

14:48 Mar 28, 2023

Hi community!

I need to make a report where time(days) between lead stages is displayed.

For example:

Registration -> Qualification 5 days

Qualification -> Sale in Progress 8 days

Sale in Progress -> Opportunity in Progress 21 days

Opportunity in Progress -> Won/Lost/etc 54 days

Is it possible to calculate number of days between lead stages and display in the section list view or in any other way (dashboards, report etc)?

1 comments

Mira Dmitruk

17:53 Mar 28, 2023

Hello,

As for now, such dashboards cannot be build using OOB tools because Creatio doesn't store duration of the each Lead stage.

However,...MoreLess

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businessrules

Studio_Creatio

7.16

business rules do not apply

Yana

11:04 Mar 21, 2023

Hi community!

I am trying to add some validation in Lead section by setting business rules.

I need to make one field mandatory at two specific Lead stages for specific Customer needs.

As I am unable to group conditions I created like 5 different business rules. It seems it works only if one of them is enabled. If I have like both of them enabled then validations don't apply.

some examples:

3 comments

Gleb

13:55 Mar 22, 2023

Hello,

this is correct, usually you cannot set more than 1 rule for a specific field.

The thing is that the system needs one parameter to...MoreLess

Julio Falcon (Cibernética)

14:18 Oct 24, 2023

Gleb,

Thanks Gleb, did you know in what release this feature will be implemented?

Mira Dmitruk

14:37 Oct 24, 2023

Julio Falcon (Cibernética),

This feature was implemented in version 8.0.3, Freedom UI.

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make file attachment mandatory at lead stage

Yana

16:50 Mar 13, 2023

Hi community!

I need to make file attachment mandatory in Lead object (Attachments and notes) at Sales in progress stage. If there isn't any file attached I need to prohibit user to go to the next stage. Any suggestions?

4 comments

Kyrylo Iudin

18:38 Mar 14, 2023

Hello,

In order to achieve the goal, you can use a business process in the case, which will check the "availablity" of the files and links...MoreLess

Yana

11:18 Mar 15, 2023

Kyrylo Iudin,

Hello, thanks. Yes, I have done the check of file in that way, but after check is done how can I prohibit user to proceed to the...MoreLess

Kyrylo Iudin

15:53 Mar 15, 2023

Yana,

Hello,

I am so sorry for misunderstanding. Currently such an option can't be achieved but i am sure we will do our best to add such a feature in future releases.

Franck Lehmann

17:21 Mar 20, 2023

Yana, you can achieve this in a business process in front end when the stage is changed and the file is missing then you roll back to the previous...MoreLess

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printables

Studio_Creatio

7.16

Printables

Yana

12:12 Feb 28, 2023

Hi community!

have some questions about printables.

I have specified conditions for filtering record for printable. Until I select any record printable is inactive (unable to select it from PRINT list). Does it work only that way? Is it possible to make it active without selecting records as I have filtering conditions.

One more question. When I select several records and choose my printable I receive as many files as records selected. Is it possible to have only one file instead of several?

3 comments

Yuliya Gritsenko

16:28 Mar 03, 2023

Hello!

The system cannot recognize what has to be printed. Thus, it is necessary to click on the record in the section, so that it would b...MoreLess

Yana

16:58 Mar 06, 2023

Yuliya Gritsenko,

Hello,

Maybe it is possible to implement my business task with fast reporting?

Yuliya Gritsenko

15:45 Mar 07, 2023

Yana,

Hello,

FastReport functionality is not supported starting from version 8.0.3.

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move object from custom to another package

Yana

15:54 Feb 22, 2023

Hi community!

I want to move object from custom package to another package, let's call it X package. The problem is that when I set X package as default package my process do not see one field I want to use from that object. The object is added to both packages X and custom. The field I need is added to the object in custom package. I tried to move the object from custom to X package, but got error that X package already has that object. Any suggestions?

2 comments

Edo Sagron

12:58 Feb 23, 2023

Hey, there are two possible solutions that I can think of off the top of my head:

1. Create the field manually using code in the desired package...MoreLess

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Dissapeared notifications in CTI

Vladimir Sokolov

13:30 Jan 12, 2023

Hello!

We have such a situation that numbers of notifications in CTI panel appears, but no notification is shown here. Or quantity of notifications differs from red number shown. And this situation is for many users.

How can be resolve this issue?

Thank you!

1 comments

Anastasiia Zhuravel

16:36 Jan 13, 2023

Hello Vladimir,

Based on the shared information, I can assume that the issue may relate to the Visa object.

You may have a record in the...MoreLess

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