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!

Like 0

Like

1 comments

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 SysModuleVisa table (this table stores the Visa's configuration) which refers to a schema that does not exist.
Due to this fact, that there is a reference to a scheme that does not exist, we cannot count the number of Visas. Therefore, the notification counter does not work.
You can find the mentioned record using this script:
select smv.* from SysSchema ss
right join 
SysModuleVisa smv on smv.VisaSchemaUId=ss.[UId]
where ss.id is null

 

If the solution provided above doesn't solve your issue, please contact the Creatio support team via support@creatio.com, so we could proceed with investigation.

 

Best regards,
Anastasiia

Show all comments

Hello Creatio team,

i am trying to open an existing record in Opportunities.

When i open the record it redirects to a new one.

Why is this happening ?

Like 0

Like

1 comments

Hi!

 

To investigate this behavior, we ask you to submit a request to our team via support@creatio.com or the Success Portal. 

 

We'll need to access the instance remotely in order to help.

 

Thank you for your cooperation!

Show all comments

I want to store in lookup records .xls file for your c# code. In the code , I 'll just take .xlsx file and use it further. I can create a field with the "File" data type for lookup, but I can't display it in lookup. How to work with such a field in general?

File attachments
Like 0

Like

1 comments

Hi, 

I recommend you to take a look at the attachments detail. When you upload a file to it, in the column "Data" you can see the value that you can use in your code (note, this field would be empty if you store files not in the database). If it format doesn't satisfy you, then you can change it, for example cast('' as xml).value('xs:base64Binary(sql:column("ivf.Data"))', 'varchar(max)'. As far as I know, you cannot store File values in the lookup column, only if you create an object with File column inside and use this object.

Show all comments

Hi Team,

 

A business process was triggered on 01/11/2022 at 00:12, and there was a field which needs to get updated with Current date. But it got updated with the previous date i.e. 31/10/2022. Earlier it was working fine, just got the issue yesterday.

 

Please help

Like 0

Like

3 comments

Hi,

This could be possible if you run the business process under a user with a different time zone.

We get the current date with this line:

((DateTime)UserConnection.SystemValueManager.GetValue(UserConnection, "CurrentDateTime"))

 

UserConnection.CurrentUser.GetCurrentDateTime()

 

public DateTime GetCurrentDateTime() {
            return TimeZoneInfo.ConvertTimeFromUtc(_dateTimeProvider.UtcNow, TimeZone);
        }

TimeZoneInfo.ConvertTimeFromUtc(_dateTimeProvider.UtcNow, TimeZone);

 

In this, we get a value of UtcNow, and based on the value of TimeZone the method returns the date.

Thank you. Yes exactly, this was the issue.

 

Is there any workaround, we can use a specific time zone date for modifying a field everytime the process gets triggered. 

As far as I know, currently, it would be impossible to change because this logic is located inside an application Core. The only possible solution right now is to change the time zone of the user.

I already created a corresponding problem for our R&D team so that you can change this logic inside the application itself. Thank you for helping us upgrade the system.

Show all comments

Hello!
I can change access rights to object in process. But before providing access rights to Document I would like to check whether desired group already has access to record. Is it possible to do it by process?

Like 0

Like

2 comments

Hello Yana,

 

There is a table in the database, where all rights for the object are stored,
unfortunately, you can't read this object by the 'read data' element in the business process.

The table is called SysOjectRight (SysOpportunityRight, SysActivityRight, etc).

But your business task could be achieved by the script-task. 

 

Bogdan,

thanks!

Show all comments
Question

We are running with critical issue with the BPM Sync emails.

The email account password expired and we are trying to reset it.

 

We did reset in the exchange, but when we try to update the new password in BPM the system shows the below message.

"Invalid email or password" 

But we verified by logging in in M365, able to login.

 

 

Like 1

Like

5 comments

Hi Selva,

Microsoft stopped using the "Basic authentication" type for mailbox authorization. Therefore, to solve the issue, It recommends switching to the OAuth authorization type to restore mail synchronization in the application. Microsoft provides the following set up instructions - https://learn.microsoft.com/en-us/exchange/clients-and-mobile-in-exchan…

For the application version 8.0.2 and above the steps are the following:
 
1.  Setup the application in Azure.
2.  Make changes to the mail provider on the Creatio side (change from basic to OAuth and fill in data form Azure side). 
3.  All user mailboxes will require user action to grant permission to continue synchronization.
 
Older versions:
1.  Setup the application in Azure.
2.  Setup the mail provider on the Creatio side (It’s better to create a Copy of the existing mail provider and use it but it’s also possible to change the old one) 
3 .a If it is OK to delete the mailbox and add it with the new mail server – it’s the easiest way and will cause no additional issues. That’s all.
3 .b In case you cannot / don’t want to delete a mailbox and want to adjust it to use the new mail provider then your IT team should do steps 1 and 2 and then contact Creatio support asking to:
-	Update the MailServerId column of the MailboxSyncSettings table with the value of the new/adjusted mail server that can work with Oauth.
-	Run the script: update "MailboxSyncSettings" 
-	set "ErrorCodeId" = '5f906e1c-9521-45df-8e43-82b5109e0e4d' 
-	where "Id" = 'the_Changed_Mailbox'
4.  All user mailboxes will require user action to grant permission to continue synchronization.

BR,
Bhoobalan Palanivelu.

As Bhoobalan mentioned, Microsoft has disabled basic authentication for Office 365 accounts, which means you can no longer use a username & password to log in from other applications (such as Creatio). Instead, you need to create an OAuth app in the Office 365 Azure portal, then use that in Creatio. 

I have an article with screenshots showing how to set up OAuth for using Office 365 in Creatio here: https://customerfx.com/article/setting-up-microsoft-office-365-email-fo…

The account will no longer work in Creatio until you switch it to use OAuth.

Ryan

Bhoobalan Palanivelu,

Thanks for the detailed info, much appreciated !

We are running with the version 7.16, is the changes and steps still same ?

 

Thanks,

Selva

 

Ryan Farley,

 

Thanks for the detailed steps.

 

We followed all the steps as per your link, and then tried to update the new password in Creatio ( where it shows warning message like specify the new password). It gives the same error message.

 

But when I deleted my email account and re-added , it works fine.

 

Do we need to delete all the email accounts ( We have 5 email accounts for renewal, case process) and re-add them ? or do we have any other way to provide permission and make it sync without deleting them ?

 

Please let me know.

 

Thanks,

Selva

 

Selva,

Selva,

 

Yes, The steps are the same for versions below 8 as mentioned.
It's not mandatory to delete the mailbox and re-add them but if it is fine to remove and re-add the mailbox, it's the easiest method to do.

All 5 accounts must be of Office 365 and currently you have updated the OAuth in Creatio following Ryan's article. So you can remove the other mailbox and re-add them and synchronize it.

BR,
Bhoobalan Palanivelu.

Show all comments

Hi Team,

 

I was working on the onsite upgrade process from 7.16 (dev local instance and Postgre as DB) to 8.0 by following this documentation and with proper files. But I got few errors and I need to configure everything from scratch as told by Support team.

 

So can someone please refer or help me in figuring out the steps which I need to take in consideration to achieve this task.

 

Thanks in advance

Like 0

Like

0 comments
Show all comments

I am just creating one business rule in the lead - section 

When I try to save it, it throws the below error.

Please let me what is it mean and which object we need to check

Like 0

Like

2 comments

Hello Selva,

 

Could you please let me know if you performed a full system source code generation and compilation before installing the package? 
If you didn't, please run it and try to save the schema again.

Kalymbet Anastasia,

Thanks for your reply,

We have not done any compilation. Generally we open the section wizard and make the required changes and save it. It works in most if the cases. Also, we are not installing any package here .

 

If full system source code generation and compilation required - Please let me know where to find the steps to perform this ?

 

 

Show all comments

Hi Team,

 

I am looking for workaround in which I need to attach the Dashboard List (Excel Report) in attachments of any custom section and then further used in Business Process. So, please help me to figure out the steps to follow.

 

Thanks

Like 0

Like

3 comments

Hello colleagues,
To solve your business task you need to use the business process element "Process file". Set the "Generated report" mode, choose a report template, and in the column "What to do with file?" specify the next: "Save to "Attachments and notes" of the object".

Then choose the object.
Best regards, Alex.

Hi Aleksei, 

 

Thanks for responding. But in my case, I need to attach a list view of Dashboard, which I think is not feasible through "Process File" element. Can you please suggest some other solution or please correct me if I am wrong.

 

Thanks and Regards, Prashant

Prashant Jha,

Hello!
If you need to create an Attachment and notes object for your custom section or object - you can find a useful information in this article:

https://community.creatio.com/articles/adding-attachment-and-notes-tab-…

Show all comments

Hi Team,

 

I need to send the dashboard list via Email. I am looking for a work around for the same. Please help. 

Like 0

Like

1 comments

Hello,

 

Unfortunately, there is no such functionality in our system to export dashboards.

 

We have already registered the idea for our R&D team to implement this functionality in further releases. I will assign your case to this project in order to increase its priority.  

 

Thank you,

Artem.

Show all comments