Thank you for your question but Creatio application integrates only with the telephone server and not with the hardphones directly.
The models that you specified can be connected to the Cisco or any other telephone server and the server will be then connected to your Creatio instance.
For these purposes, it is recommended to use [Pre-configured page] process element instead of Auto-generated page as pre-configured page is much more easier to set up.
I have a Zoom paid account and that the user's email address is the same as the CRM user entering an activity and the activity "Reporter". But the "Create Zoom meeting" is read-only, instead of editable. So the relevant user has been added to the Zoom Contacts detail in the Contact field of my Zoom account.
Two Questions:
Does the Zoom contact to Creatio user match need to be by email, by full name, or both?
Is the match based on the activity's Created by the user or the activity's Reporter?
To create an activity with the 'Create Zoom meeting' editable attribute, add the relevant user in the "Contact" field on the "Zoom Contacts" detail of your Zoom account.
The add-on automatically adds data to the "Zoom contacts" detail and matches this data with Creatio contacts by email.
If you find an empty "Contact" field in the records of the "Zoom contacts" detail, populate such field manually.
Note that matching is performed for the user who creates the activity (using the "Created by" field).
Sorry by my Creatio user email for the Created To field of the activity IS the same as a Zoom Users Management->user listed as a "Basic" type of contact. But Creatio activity form "Create Zoom Meeting" is always set to read only
The Creatio Zoom section is filled in with all of the information. Does the First name and last name have to exactly match a Zoom basic or licensed user? How can I find the matching UserID in the Zoom app to verify
We have a use case where Creatio co-exists with a legacy application which is SQL heavy - A lot of logic is written using SQL Stored procedures. There are certain custom objects on Creatio that needs to be populated and read by the legacy app on a weekly basis. Integration via APIs is not an option (owing to all the business logic being already available in Stored procedures). Using Excel Import/Export is also not an option.
We are considering an ongoing ETL via SQL where a stored procedure is used to directly write/read info from Creatio's custom tables. Assume that the Legacy application has a good understanding of the schema and relationships and transformation/mapping to/from Creatio tables is not an issue.
Pls comment on the following -
1. Is this feasible? - In my view, this should definitely be feasible as at the end of the day, It is an SQL DB. Any data read out of Creatio's DB does not disturb the state of the data in the DB. Any data modified (correctly) in the DB should reflect correctly in the Creatio application. Can you confirm?
2. Is this recommended? - Apart from ease of use and need for SQL development, Are there any reasons from a Creatio product/architecture stand point why this might not be recommended? The load on the WebServer is a negligible factor as these SQL import/export will only be done during low usage periods weekly.
Can you please check this Marketplace add-on, I believe it can help you with your business task.
But still, if you decide to use your approach, then:
1. Yes, that is feasible. The data will be available in the Application but you need to understand that if you miss to insert something, the data might be corrupted. Also, this kind if data transfer won't trigger BP as this will be considered to be direct data insert into the DB.
2. I can not say that this approach is recommended but it is possible. And again, you need to perform a lot of testing before real data transfer just not to lose data.
Can you please check this Marketplace add-on, I believe it can help you with your business task.
But still, if you decide to use your approach, then:
1. Yes, that is feasible. The data will be available in the Application but you need to understand that if you miss to insert something, the data might be corrupted. Also, this kind if data transfer won't trigger BP as this will be considered to be direct data insert into the DB.
2. I can not say that this approach is recommended but it is possible. And again, you need to perform a lot of testing before real data transfer just not to lose data.
Yes, We did consider the plugin. But our use case needs to migrate data from a few custom SQL databases and on an ongoing ETL for 2 weeks. Also, We mostly have custom objects on Creatio and it is not a typical Creatio CRM that we are building.
#1 Yes, I understand that this won't trigger BPs. We are only doing this as a 1 time migration activity as our client is migrating an existing custom application to Creatio.
We have workflows & business logic configured at the Application layer (Via business processes, entity event listeners & incoming API integrations). However, we need to transfer some data into our Database only via direct SQL. Is there any way at all of triggering application level logic on some Database level triggers?
I can think of a few round about/hacky ways of achieving this. Want some input wrt support for DB to Application layer execution flow from a Creatio product stand point and any clean ways of doing this.
We have workflows & business logic configured at the Application layer (Via business processes, entity event listeners & incoming API integrations). However, we need to transfer some data into our Database only via direct SQL. Is there any way at all of triggering application level logic on some Database level triggers?
I can think of a few round about/hacky ways of achieving this. Want some input wrt support for DB to Application layer execution flow from a Creatio product stand point and any clean ways of doing this.
In case you need to interact with the database directly you need to use either stored procedures or triggers that could trigger additional actions upon some actions on the application level. This will be the easiest way to achieve your target.
I was referring to use cases like the following - When a SQL Trigger gets activated, Run a business process at the Application layer. There is no direct way to do this I would presume?
Also, the dbExecutor class will help perform operations unidirectionally from the Application layer to the DB layer. I don't think something like this is available - When a trigger runs at the DB layer, it is available as an Event to catch or subscribe to at the Application layer. Is this right?
A very distant example would be something like this -
You can call stored procedure using dbExecutor, but not visa versa (trigger calls a process). You can use another approach: insert data to the database and then call the process manually for all the records by their CreatedOn date value. As a result data will be inserted to the system and processed by a business process.
Thank you Oscar for your response. Yes, the final approach you have suggested is one of the ways I also thought about. It is still round about and non optimal. Appreciate your answer nevertheless.
Unfortunately, there are no basic tools to modify the global search results in the application. However, you can edit a schema that is responsible for displaying the found data taken from a particular object according to your needs. You can modify the diff part of the code in the inherited from the object schema located in a Custom package. For accounts it is AccountSearchRowSchema and for contacts - ContactSearchRowSchema.
We've tried to set up such a filtering feature as well as discussed the task with Creatio R&D team. Alas, as it was mentioned before, there is no option to modify the global search results in the application. The platform uses the Elastic Search engine that returns the result as it is and we cannot affect it somehow manually.
I've some questions about using this business process element "Open Edit Page".
Is it possible to use this element without creating activities behind it?
I would like to use this element in my process everytime I cancel or create a new record. Is it possible to open a new record page without creating a new activity?
In order for that to work, you'd have to add your code in the client to something that is available in all pages, so you'd add it to something like MainHeaderSchema.
Records created in the CTI-panel upon calling the "Open edit page" element are system records and disabling these system records creation is not possible in the current application logic. But we will ask our R&D team so they could add this functionality as an improvement into their functionality development roadmap.
Thank you for helping us to make our application better!
In order for that to work, you'd have to add your code in the client to something that is available in all pages, so you'd add it to something like MainHeaderSchema.
Unfortunately, I was not able to find any ready-to-use examples but here is another Community Post that has pretty the same type of request and the recommendations on how to implement this kind of logic.
Currently in activity, you can add participant individually. What our client wants instead of individual participant, user can add a group/groups. Any suggestion for the best approach to do this please.
Hi Bogdan, Thank you so much. Its like adding Organizational / Functional role. Once group is added all contacts under this group will be added as activity participant.
What i am thinking is to create a custom section(Activity Group) where user can create group/s. Under custom section there is a detail where user can add contacts.
In activity, user can select an Activity Group. Then I will trigger a business process that will select all contacts from Activity Group and insert in in Activity Participant.
Unfortunately, there is no ready-to-use functionality, it should be developed. But tere is a marketplace add-on the has very similar functionality that you described. Please check it using this link.
This functionality helps to color section grid records but you can use the schemas of the installed package as an example to develop the same logic for the detail.
Are you referring to the alternating light gray background, like what you get on a detail when in list mode? (and not a background color based on some value in the row)
Note, the CSS above will add this for all details, so if you want this through the entire system, all you need to do is add this to BootstrapModulesV2 and it will add the alternating gray on rows in all details in card mode.
Also, if you remove the .grid-detail from the front, it will add the alternating gray background on odd rows in section lists in card mode as well.
