Dear Chris,

As for now, there is no possibility now to change the way how time is displayed in the calendar. We have this idea registered for our R&D team so they will consider it for implementing in the future updates. 

Best regards,

Angela

Hi,

Is there any updates on this or still no way to change the hour view?

Hello Cheng,

The email that is generated from the business process in case this email is being sent manually is an activity itself and we can use this to bind it to another activity. It is way more easier to do using the following process rather than creating a code that could do it:

This is more relevant approach since you let the end user to select an activity to which the email should be connected (you can also add other conditions so to automatically bind the sent email to another activity, this process can be modifed in the way you need).

Best regards,

Oscar

Hi Oscar,

Thanks for the info. The solution will work technically , but on user level it is difficult to use that because:

1. Usually, activity will be a big list. Sometime, lots of fields have the same value. It is really difficult for users to do this manually. 

2. The autogenerated page element will only be executed after the email is sent. Before that, the business process will remain on running (on the send email element).

Is there anyway we can get the created email Id right after the email (activity) is created in the database?  

Cheng Gong,

Thank you for the clarifications!

As for the first point - it depends on the way activities are generated in the system. Yes subjects of activities can be similar and it would be difficult to select the correct one so we can use an automatization in the process using the "Read data" element and filters inside this element so to get the activity needed in our case (that should be connected to the email-activity). That's why I mentioned that the process can\should be modified.

As for the second point - that's also a good notice, in this case the user can select the activity directly in the list of activities in this field on the email page:

Or let the automated process to connect this email to the activity that the process selects (for example using the "Read data" process element).

You can get a created activity Id in the database directly for example by its creation date, subject of the email, sender of the email or other parameters and for example start another process that will apply needed connections to the email in case you don't need the activity to be connected to the email after the email is sent.

Best regards,

Oscar

Hi Oscar,

We can generate the name of activity, however, it still leaves the select to the user, and this might cause the email is linked to the wrong activity. 

We know we can let user to select the connect to activity from the UI of the email. but again, same story as above. User can make mistake there.

You can get a created activity Id in the database directly for example by its creation date, subject of the email, sender of the email or other parameters and for example start another process that will apply needed connections to the email in case you don't need the activity to be connected to the email after the email is sent.

Yes, we can get it by using few field, but the certainty is not 100%. Also, if we connect the email and activity in another process, we will lose the original activity which triggered process.

Is there any way we can add custom code in the SendEmail element?

Cheng Gong,

Yes there is a possibility to add a custom code in the advanced settings of the element:

but the code will be executed after any changes to the email are applied and the record is saved, but not when it is created.

Best regards,

Oscar

Hi Oscar,

Thank you for the information and eventually the issue and solution is found.

Due to the local dev is still old version 7.12 and I am using file design mode, Visual Studio's stop point is not hit, but actually the function is fired. After I switch on the "Force Compile" option, it is working properly.

On the later version, the function is trigger right after the email activity is created by the element. I post the code in case anyone who need realize the same function (for example, connect the email to the custom section via process element).

var id = activity.PrimaryColumnValue;
var userConnection = this.Get<UserConnection>("UserConnection");
Activity fromDb = new Activity(UserConnection);
fromDb.FetchFromDB(id);
Guid linkedActivityId = fromDb.ActivityConnectionId;
var originalActivityId = this.Get<Guid>("UsrActivityId");
 
if (linkedActivityId == Guid.Empty && originalActivityId != Guid.Empty)
{
		using (DBExecutor executor = UserConnection.EnsureDBConnection())
		{
			Update updateActivity = (Update)new Update(userConnection, "Activity")
					.Set("ActivityConnectionId", Column.Parameter(originalActivityId))
					.Where("Id").IsEqual(Column.Parameter(id));
					updateActivity.Execute(executor);
		}
}

Here "UsrActivityId" is process parameter's code for the activity which triggers the process.

Be careful with the update query, you would better not update any field which is in your process trigger.

Cheng Gong,

Fantastic! Good job and thank you for sharing the code!

Best regards,

Oscar

Hello Fulgen, 

I suppose that you are talking about auto-generated invites for the meetings that can be created in the calendar on the email provider side. You can use the mailbox synchronization setup page to set up the synchronization of the Creatio activities with the tasks and meetings created on the Exchange/Google server-side. 

More detailed information on how to synchronize Creatio activities can be found in the following Academy articles:

• How to synchronize creatio activities with google calendar
• Synchronizing creatio calendar with ms exchange and microsoft 365 calendars

Please, let us know in case any further information is required. 

Best regards, 

Olga. 

Hi Akshit,

I've tried the code you've sent and unfortunately it didn't work on my end. But here is an example of my custom code that worked perfectly:

attributes: {
			"UsrProduct":{
				"dataValueType":Terrasoft.DataValueType.LOOKUP,
				"lookupListConfig": {
					"filters": [
					function() {
						var filterGroup = Ext.create("Terrasoft.FilterGroup");
						filterGroup.add("AccountFilter",Terrasoft.createColumnFilterWithParameter(Terrasoft.ComparisonType.EQUAL,
						"[Account:Id:UsrAccount].Name",
						this.get("UsrAccount").displayValue));
						filterGroup.add("ContactFilter",Terrasoft.createColumnFilterWithParameter(Terrasoft.ComparisonType.EQUAL,
						"[Contact:Id:UsrContact].Name",
						this.get("UsrContact").displayValue));
						return filterGroup;
					}
					]
				}
			}
		},

I have a Product section where I can select an account and a contact for the product and I've created a "Test section" section where the "UsrProduct" column represents the Product section. As a result I receive this result in this lookup:

since there are only two products in the products section that have "Our company" specified as an account and "123" specified as a contact:

As for using the DISTINCT statement - it's way more better to have products being connected to one contact and one account per one product since it reduces the possibility that incorrect product is chosen in the lookup.

Best regards,

Oscar

Hi Oscar,

Thanks for your response, below is my case

I have to perfrom filtration in section A , product(is a lookup on section B) column based on the selection of Account and contact. 

In section B, I have Account, contact and product (is a lookup on Product section).

Using BP I am updating the name column in section B from the product selected. The case is that there will be more than one record where I can have same account, contact and product selected in section B as you can see [A-B-C] in the screenshot. 

In this case, In section A if I select A as account, B as contact then I got C two times.

Hope you got the scenario. 

Regards

Akshit.

Akshit,

You will need to use esq instead where distinct can be used in filtration like in the example below:

esq.isDistinct = true;
esq.addColumn("UsrCandidatesId");

Please create such a filtration you've performed using filter groups, but using esq instead.

Best regards,

Oscar

Hello Alessandro,

Please specify your Creatio product and its version. This info will help us reproduce the issues that you have experienced.

Hi Alexander, 

This is a full-fledged Creatio product (cloud enterprise edition), the system version is 7.16.4.1731.

Thank you for your help.

Hello Alessandro,

Thank you for the details provided. I have successfully reproduced the issue and notified the responsible dev team. I will let you know of any updates.

Have a good day!

Hello Alessandro,

The issues mentioned above are closely related to Postgre compatibility problems of the add-on. Since the responsible team can't fix the problem within a month, we are removing the add-on from publication.

We will re-publish the add-on on Creatio Marketplace after the responsible team resolves the Postgre compatibility issue. 

Sorry for the inconvenience.

any idea , when will this add -on be republished on marketplace ? Or do we have any similar one in marketplace ?

Hi Shailey,

We are currently looking for a new team to take over the add-on development. We can't provide any ETA for republishing at the moment.

There are no similar add-ons on the Creatio Marketplace. However, you might want to consider using dashboard tools to setup dashboards with the employees' key performance indicators.

Ivan Leontiev,

Hi Team,



Any update on this?

Hello Nicolas, 

The marketing campaigns require the following licenses:

1. Marketing campaign licenses (“marketing creatio”). These licenses enable the functions of the Creatio Marketing sections: [Email], [Campaigns], [Events], etc. 
2. Active marketing contact licenses ("marketing creatio 1000 active contacts"). The licenses are used for creating records in the [Email], [Campaigns], and [Events] sections. 

If the user does not have one of those licenses, errors may occur during the following operation:

• saving or sending emails;
• editing email templates in the Content Designer;
• advancing a campaign to the [Marketing email] step;
• certain operations in the [Events] and [Campaigns] sections might be disabled.

More detailed information about marketing licenses can be found in the Marketing campaign and active contact licenses Academy article. 

Best regards, 

Olga. 

Hello Olga,
It's a pity that we can not import into Creatio our emailing statistics if we send our emailing with another provider.

Dear Adharsh,

Such pages can be opened only for users. However, you can create a cycle that will read all users and show page to each of them. Also, you can use collections and add the page to sub-process, forward collection of users in role to process. This will create as many pages as users in the role.  

Best regards,

Angela

Angela Reyes,

Thanks.

Hi Fulgen,

You can create an activity in the calendar (or it can be created as a result of activities synchronization) and add participants to it one by one and create a process that will notify participants about this activity. This notification process should contain this sequence:

1) Start signal which will be triggered upon record adding in "Activity participant" object for activities with "Meeting" type (in my example its "Visit" type)

2) Then you should read data from the "Contact" object where ID equals to first element unique identifier

3) After that you need to set the "Send email" process element in which you can use data read from the "Read data" process element from step 2.

As a result once you add activity participant this person receives an email notification that he/she is participating in some meeting.

Here is a general screenshot of this process:

We do also have a suggestion to our R&D team in "Accepted" status so to make notifications possible without the business process, but currently it can be done only in this way.

Best regards,

Oscar

Oscar Dylan,

Thank you Oscar,

Aside from normal email notification, I want to send an email calendar invite. Any suggestion please?

Fulgen Ninofranco,

You can synchronize your calendar and set up a calendar invite on your mail server-side (it is available for Google and Exchange servers). 

Best regards,

Angela

Hi Akshit,

I'm not "someone from Creatio (Creatio developer)", but I'll mention that a page in Creatio has many layers each layer might have fields they need to validate. For example, let's say you customize the Account page and add an asyncValidate. Your customized version of the Account page is a layer on top of the base Account page. If the base Account page also needs to use asyncValidate, there needs to be some way to chain all of these async functions together, so it knows when they are all done and can continue with the save or not. So, when one of the asyncValidate functions complete, it executes the callback so that the next "layer" of the  page can run it's asyncValidate. This is how it chains these async functions together, by passing the callback of the next one to the function, so it can tell the next one when they can run (by executing the callback). Does that make sense?

Ryan

Hi Ryan,

Thanks, Yes It makes sense : )

Dear Luka, 



Unfortunately, there are no known examples of adding printing functionality into Creatio mobile application. 

Please follow this link to learn more on development in Creatio Mobile Application in order to find the possible ways of implementing the mentioned functionality:

https://academy.creatio.com/documents/technic-sdkmob/7-16/creatio-devel…



Kind regards,

Roman Brown



 

I think, I explained incorrectly.

I need to invoke print preview, maybe it will platform native or something like it.

Can I create webview and set html to it? in both platforms?

It work, thanks

I have another problem now.

I need to print opened document, but there is error winPrint.print is not a function.

Can I somehow print opened page ?