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?
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.
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.
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.
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?
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 1and2and 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.
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.
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 ?
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.
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.
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 ?
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.
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".
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.
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.
My customer imported 100,000 records and realized something wrong with the data. He want to delete all of them. But the delete action only allows maximum 20,000 records (for more than 20,000 records, the action is just failed silently, I have to inspect into the request list to see the response error). Now it's a show-stopper issue as customer cannot work around the issue. There is no way to filter under 20,000 records as the data is blank. There is no option to filter only the first 20,000 records.
I understand the performance implication behind the scene. But is there any way to overcome this issue? Like automatically split the selection into batches?
Such limitations can be changed directly in web.config files of the application. However, we'd not recommend applying changes to this value, as it may affect the system performance.
The most appropriate way here is to delete records partially. To do so, you may apply the needed filter conditions.
I don't say about changing the value. I'm saying about the user experience. Limiting the number of records per batch is required to maintain the system performance, but in the other view, you have to overcome the limitation by changing the user experience. As I suggested, you can delete records in batch in the background instead of forcing user to select under the limit. As in my case, the user has no way to apply any filter condition to reduce the number of records returned (as all fields are empty, the names are the same for every imported record).
