HI All,

 

Can we use SSRS reports in Creatio?

If yes, how to deploy the SSRS .rdl files in the creatio or is there any addOn to use the SSRS in Creatio?

 

Can any one help me on this?

Thanks in Advance..!

 

 

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Hi  team

facing issue in form , section wizard columns are changed to id, ids are not displayed in form see below screen shorts

 

can you help on this thanks in advance

 

Form:-

 

 

 

SectionWizard:-

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Hello,

Please submit a support request to our support team by contacting us via the email: support@creatio.com 
We would like to take a closer look on the reported behavior. 

Kind regards,
Roman

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Hi Team,

 

My requirement is to run a scheduler job on monthly basis, Which would retrieve all employee and then group by a specific conditions and do some calculations and update them.

 

To do calculation we need to retrieve the few more objects.

So that we can do this using C# in console application i can run in task scheduler as i am using OnPremise Creatio CRM.

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Hi Nagaraju,

 

To run this action once per month a business process with a timer can be created that will create a scheduler task. And then you can either add a script task to the process, or use read data and read a collection of records or implement any other logic required.

 

Best regards,

Oscar

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Hello community,

 

On clicking the feedback CSAT ratings in https release environment we are getting the error seen in the following link
https://drive.google.com/file/d/1Lalt3mpCkUwY_bpxE-HSODJpuVzV2ryX/view?…

(At this point I am unable to add attachment :( )

The system settings are correctly configured (The URL that gets redirected is right). Could you please let us know the reason for this error and what we can do to resolve it?

 

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We are trying to automate the assignment of user/agent(Operator) in Queue when a queue item is inserted from a object using C#. When we are trying to debug the code on object onInserted mode it is not hitting the breakpoint. 

Can any one help on this?

Quick Workarounds are appreciated.

Thanks!

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Hi Nageswara, 

 

Firstly please check the "QueueItem" object and set up checkboxes according to your further events

If you activate this checkbox (on Updating as you need) you will see new field below which was generated automatically. The value of that generated field will be used as trigger for the object process. In your case the override method will be "IsInserted" , where your logic is implemented. 

 

 

Here is more information : 

 

https://academy.creatio.com/docs/developer/back-end_development/entity_…

 

Best Regards, 

 

Bogdan L

Bogdan Lesyk,

 

Thanks for the reply Bogdan,

 

We did the same thing here, but we are unable to debug the code in VS, We put a break point on method OnInserted() mode but it is not hitting the break point when a QueueItem record  is inserting, but somehow it is inserting in DB.

 

Can you pls help on this?

 

Best Regards,

Nageswar

 

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Hello Community,

 

We need to hide the "What can I do for you?" container whenever a communication panel module is loaded. This is to induce a responsive behavior when the screen resolution is >=1440PX.

Is there a way to trigger CSS change when a communication panel module is rendered?

 

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Additionally, if you only wanted to do this when the screen resolution is less than 1440px you could add the following: 

@media only screen and (max-width: 1440px) {
    #mainHeaderContainer.opened-right-panel #header-command-line-container {
        display: none;
    }
}

Ryan

Hello Shivani,

Add the following CSS for this:

#mainHeaderContainer.opened-right-panel #header-command-line-container {
    display: none;
}

When the right panel opens the command-line (what can I do for you?) will disappear. When it closes it will reappear. See https://share.customerfx.com/xQubRjWj

Ryan

Additionally, if you only wanted to do this when the screen resolution is less than 1440px you could add the following: 

@media only screen and (max-width: 1440px) {
    #mainHeaderContainer.opened-right-panel #header-command-line-container {
        display: none;
    }
}

Ryan

Thanks Ryan! This works!

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Dear Community,

There are some system settings, email templates which we would like to change according the environment in which the package is deployed. For example, we want to change the URL in email templates to that of BUAT/Production URL. Is there a way to automate this process? Is it possible to run a Business Process/ Stored Procedure exactly once, as soon as package is installed successfully?

 

Thanks

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Dear Shivani,

When you add a web link or object link to your template, they are saved in Html code of an indicated template in <a href="">name</a> tag. The link in a tag is static and within template transfer, it will not be changed. 
This functionality did not include the logic of creating all-purpose links, which would work when migrating templates to another environment.
This has been already reported to our R&D team so they can work on implementing the needed logic upon future releases.

Best Regards,
Ivanna Yatsura

Ivanna Yatsura,

Hi Ivanna. Follow up question reg Package installations and entity events - https://community.creatio.com/questions/do-package-installations-trigge…

Request your inputs. 

M Shrikanth,

 

You will be updated on the corresponding post shortly.

Best Regards,
Ivanna Yatsura

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Hi All,

We are facing an issue, flooded with WebSocket connection errors in console,

When we tried to ping the Server Channel it returns with an error,

Due to this, all our "Terrasoft.ServerChannel" items are not working.
How to resolve this issue? Any idea on this will be really helpful.

Regards and Thanks,
Adharsh S

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Hello!

 

The error indicates that the WebSockets are not properly set up in your local environment. 

 

Please take a closer look at the Setup WebSockets Academy article that describes the process of setting up Creatio configuration files for the correct operation of websockets.

 

Please let us know in case any additional information is required. 

 

Best regards, 

Olga. 

Hello!

 

The error indicates that the WebSockets are not properly set up in your local environment. 

 

Please take a closer look at the Setup WebSockets Academy article that describes the process of setting up Creatio configuration files for the correct operation of websockets.

 

Please let us know in case any additional information is required. 

 

Best regards, 

Olga. 

Olga Avis,

Thanks, the issue is fixed.

Regards,
Adharsh S

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My team and I are using the agile method of development so every couple of weeks we change, drop, hide, move, adjust, or add something to Creatio. I will reach out to the users with a mass email with screenshots and enrichment documents but the communications seem to add to the clutter. Is there anything available like Chameleon or another user onboarding communication tool that we can explore? Instead of moving forward with programs outside of Creatio I wanted to see what, if anything was in-house. 

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You can paste images in the feed. To do this you need to add this image to some section "Attachments and notes" detail and then drag it to the feed editor in the CTI-panel:

Or you can also copy links to download images in the feed message:

This is one of the ways to share images in the system. Also you can use standard feed and add a note that images can be found in the "Attachments and notes" detail of the related record (and share the link to this record).

 

And also there is a free marketplace app via this link https://marketplace.creatio.com/app/slack-feed-connector-creatio and you can also check if it fits your needs.

 

Best regards,

Oscar

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Hi Community,

 

For one of the system user, we have one custom action which is visible and editable only when certain conditions meet.

Code

 

When everything is working user can see the highlighted action and fields on which the condition is applied  : 

 

Issue : When we remove any one of the field let's say OrderType(lookup) from Section List view Action is not visible even when the conditions meet.

 

Please see the below image when Order Type is removed from section list view.

 

Error : 

In statusordertype = selectOrder.get("UsrOrderType"); It is taking statusordertype as undefined.

But UsrOrderType is filled.

 

So Complete scenario is this that when the field on which the condition are applied are visible on the section List view Custom Action is Visible but the moment we removed the field from section list view It is throwing error even when the field is filled in.

 

This is not the case with Admin.

 

Please help me to understand the root cause of this issue ?

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Akshit,

Your issue is likely this line: 

if (!esq.columns.contains("UsrField1", "UsrField2", "UsrField3", "etc") 

The contains function on esq.columns accepts only a single field name to check for (so it is only checking for the first one, all the other parameters are ignored). See implementation here.

Change your code so you are doing it like this: 

if (!esq.columns.contains("UsrField1") {
    esq.addColumn("UsrField1");
}
if (!esq.columns.contains("UsrField2") {
    esq.addColumn("UsrField2");
}
// etc

Or something like this:

var fields = ["UsrField1", "UsrField2", "UsrField3"];
for (var i=0; i<fields.length; i++) {
    if (!esq.columns.contains(fields[i]) {
        esq.addColumn(fields[i]);
    }
}

Hope this helps.

Ryan

Hi Akshit,

 

This is correct since the data is received from the grid itself (meaning only from columns in the grid), but not from the record. So in case some column is not present in the grid data from it won't be fetched by the client logic. I believe there was a community post previously with an explanation on how to overcome it, I will try to find it and share the link with you.

 

Best regards,

Oscar

Here is the link to the related topic where Ryan shared an idea on how to add missing columns to the ESQ - https://community.creatio.com/questions/unable-get-data-active-record-s….

 

Best regards,

Oscar

Hi Oscar Dylan,

 

We had already added the columns in esq, According to what Ryan has said in reply.

 

 

But it's not working.

 

There is one more Information I would like to share once the record is  approved the user only have read permissions.

 

For Admin it is working even when the fields are not on the section list view.

 

Any Idea what could be the issue ?

 

 

 

Akshit,

Hello,

 

Then if the columns esq working for Admin, but not for a regular user then maybe the problem is with column permissions? Also have you tried another approach with managing access rights to records via a business process (using the "Change access rights" element)?

 

Best regards,

Oscar

Akshit,

Your issue is likely this line: 

if (!esq.columns.contains("UsrField1", "UsrField2", "UsrField3", "etc") 

The contains function on esq.columns accepts only a single field name to check for (so it is only checking for the first one, all the other parameters are ignored). See implementation here.

Change your code so you are doing it like this: 

if (!esq.columns.contains("UsrField1") {
    esq.addColumn("UsrField1");
}
if (!esq.columns.contains("UsrField2") {
    esq.addColumn("UsrField2");
}
// etc

Or something like this:

var fields = ["UsrField1", "UsrField2", "UsrField3"];
for (var i=0; i<fields.length; i++) {
    if (!esq.columns.contains(fields[i]) {
        esq.addColumn(fields[i]);
    }
}

Hope this helps.

Ryan

Ryan Farley,

 

Thanks, Ryan. It works!

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