7.16 | Community Creatio

01:41 Sep 25, 2020

Dear Ricardo,

If the campaign is already started it cannot be deleted from the system. It is not recommended to delete them. You can use folders and filters to exclude them from your view.

Best regards,

Angela

Sales_Creatio_enterprise_edition

01:41 Sep 25, 2020

Dear Ricardo,

If the campaign is already started it cannot be deleted from the system. It is not recommended to delete them. You can use folders and filters to exclude them from your view.

Best regards,

Angela

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Custom server side validation for Contact profile image upload

Studio_Creatio_enterprise_edition

15:43 Sep 24, 2020

Hello Community,

I have a use case where when a user uploads a contact profile photo, I need to perform specific validations - Eg Check the bit depth & file format of the image. If the bit depth or the format doesn't match, I need to reject the image and show a message to the user. These validations are complicated and sometimes not possible on the client side using JS.

I am aware that Contact profile photo gets uploaded via the out-of-the-box ImageAPIService. How do I customize or extend the service to add my own validations on the server side?

1 comments

Olga Avis

16:11 Sep 24, 2020

Hello Shrikanth,

Unfortunately, we do not have the exact example of your business task realization. However, we recommend that you take a look at the following Community post where a similar task and ways of its implementation are described: https://community.creatio.com/questions/attachement

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

Best regards,

Olga.

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Integration with Firebase using Javascript SDK

Service_Creatio_enterprise_edition

08:03 Sep 24, 2020

Hello community,

We are using Creatio 7.16.3 Service enterprise on-premises (Infra on AWS cloud). We have a use case where certain fields on the Creatio GUI need to send and receive real time updates for a specific user across multiple browser client instances that s/he might be using.

We have zero-ed in on Firebase real time database to maintain state on the server side. We plan to establish Creatio client - Firebase interaction via the Firebase JS SDK to send and receive real time updates. Few clarifications below -

1. Have there been known instances of Creatio successfully integrating with Firebase real time database in the past? If Yes, any available material/documentation around the same would help.

2. Are there any gotchas or limitations we need to keep in mind from an implementation, security and performance perspectives specific to the Creatio product while integrating with Firebase real time database? Eg with Service workers.

3. Firebase provides for including the JS SDK via a CDN link. I went through this article on how to include external JS libraries- https://community.creatio.com/questions/how-include-external-js-library-bpmonline. The answer provided seems incomplete/inconclusive. Would appreciate if someone could respond to my query.

4. Is there a way to directly inject a CDN link globally on Creatio without having to physically include the contents of the file as suggested in the above link?

Thanks in advance!

Shrikanth

1 comments

Roman Rak

17:40 Sep 24, 2020

Hello Shrikanth,

Please find my answers bellow:

1. We have checked the existing case history but unfortunately didn't find any request related to integration with Firebase service, sorry.

2. Unfortunately, we don't have any specific best practices for integrations. It is necessary to use generally accepted engineering practices and instructions but we will happy to assist with any difficulties you may have.

3. This question was already answered in the mentioned community post. Duplicating the answer here:

"Please call jQuery.getScript function in the console and review the sources tab as I recommended and use it as an example to add your own jQuery to the system"

4. As of now, there is no way to use CDN link in the Creatio application. If it will be available in future releases, you will be able to find this information in the Creatio release notes.

Please let us know if you have any other questions.

Best regards,

Roman

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Spelling & Grammar check in Creatio

21:03 Sep 21, 2020

Hello community!

We have a use case where we need to spell & grammar check certain fields entered on Creatio. We notice that spell check & grammar check are not available out of the box in Creatio. Can you confirm that we haven't missed anything?

(Besides doing spell check outside Creatio) Are there any alternatives to assisting spell/grammar check inside Creatio? I notice a few options -

Enable spell check built into Google Chrome. This works for all text fields in Creatio.
Enable Grammarly Chrome extension. This works for all fields which are written using the Html Editor (Like Knowledge base article)

Can you confirm if any of the above two are recommended from a Creatio stand point?? Are there any other better ways to do this inside Creatio?

2 comments

Best reply

21:19 Sep 21, 2020

Dear Shrikanth,

There is no default option to check the grammar and spelling. You can use any browser plugins or in-build functionality to check them. There are no any restrictions for browser plugin use.

Of course, you can also develop your functionality that would allow to perform grammar and spelling check but it might be more beneficial to use Grammarly since its specific target is to remove errors from writing. Its algorithms are constantly improved so basically there is no reason to develop own add-on.

Regards,

Dean

21:19 Sep 21, 2020

Dear Shrikanth,

There is no default option to check the grammar and spelling. You can use any browser plugins or in-build functionality to check them. There are no any restrictions for browser plugin use.

Regards,

Dean

07:06 Sep 22, 2020

Dean Parrett,

Thank you Dean. Wanted to re-confirm that nothing was available in-built in Creatio.

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Business Process

Read Managers of an Organizational Role in a Business Process

Service_Creatio

Massimiliano Mazzacurati

18:18 Sep 21, 2020

I have a business process that, when in a Case the Assignees Group is set, must send an email to the Manager ot that group.

The Assignees Group is an Organizational Role where we set a Manager User (see image: for "Team Engineering" group the manager is contact "VAR").

Our Business Process must read the Manager of the Assignees Group of the case so we can send an email.

I didn't find the objects to obtain the needed informations in "Read data" elements in our Business Process.

Please.. can somebody help me?

Thank you

1 comments

02:18 Sep 22, 2020

Dear Massimiliano,

Due to the system architecture, it is not possible to read this data via the business process. Instead, you can create as many flows as Assignees Groups, specify manager role for each assignee group role and send an email via script task as described here: https://community.creatio.com/questions/send-email-organizational-role-…;

Best regards,

Angela

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timezone

scheduler

Studio_Creatio_enterprise_edition

Send Email as per time zone

15:30 Sep 20, 2020

Hello community!

I have a use case where I need to send a reminder email to all users of a certain organization role at 9 AM their morning as per the timezone they have chosen.

I cannot use the Start timer element in the business process as it only lets you choose one timezone and not the user's timezone.

3 comments

03:56 Sep 21, 2020

Dear Shrikanth,

If for example organization role contains 50 users and each user has different timezone (not all of them have the same timezone) you will need to start the process 50 times and distinct "processed" users from "unprocessed". Since the amount of timezones is limited it will be easier for you to tag users who should receive an email by some role or other method and create a separate process for sending emails for each time zone instead of each user.

Best regards,

Angela

04:53 Sep 21, 2020

Angela Reyes,

Hi Angela. Users can belong to any time zone (There are 110 in total) and new users will get added dynamically with maybe new time zones. Also, the time zone's of users can change depending on the user's global travel.

Adding one BP per time zone is not maintainable down the line. Can I have one BP which will send Emails as per the time zone of the user?

Is there a way we can write code or use the Quartz.Net scheduler to achieve this?

05:56 Sep 21, 2020

M Shrikanth,

Usually, it is achievable by timer event but since you have many emails that can be sent in 1 day this cannot be done via one process - only several, according to main time zones (for example). Main timezones are

From east to west they are Atlantic Standard Time (AST), Eastern Standard Time (EST), Central Standard Time (CST), Mountain Standard Time (MST), Pacific Standard Time (PST), Alaskan Standard Time (AKST), Hawaii-Aleutian Standard Time (HST), Samoa standard time (UTC-11) and Chamorro Standard Time (UTC+10).

If you want to create task in quartz for each timezone it will greatly impact system performance due to the huge amount of data.

Best regards,

Angela

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On-site installation of Creatio 7.16.2

Service_Creatio

Akshit

13:45 Sep 20, 2020

Hi I am getting this error while installing creatio7.16.2 on my local system.

Please help me to understand the issue!

1 comments

https://dotnet.microsoft.com/download/thank-you/net472-developer-pack

21:21 Sep 20, 2020

Hello,

The error usually appears if the server uses old version of the .Net Framework.

Please make sure to update you Windows components. You can find them here:

https://dotnet.microsoft.com/download/dotnet-core/thank-you/sdk-3.1.301…

Regards,

Dean

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Getting error while installing package from Workspace console utility

Service_Creatio

Akshit

10:15 Sep 18, 2020

Hi,

I am trying to install a package first from frontend in on-site deployed creatio but it does not work. Then I switch to the workspace console option to install the same package but I am getting the below error(please find the attached screenshot).

I have tried installing the same package to Creatio trial instance and it gets successfully installed without any issues.

Please help me to resolve this issue!

It's an urgent requirement for my clients.

Many Thanks!

File attachments

console.JPG

1 comments

15:22 Sep 18, 2020

Dear Akshit,

I see that there is a similar case registered for our support team. We will investigate the issue in terms of the support team ticket and will reply here in the community thread as well.

Regards,

Dean

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entityeventlistener

objects

Entity event layer - System & custom schemas

20:20 Sep 16, 2020

Hello Community,

The Entity event layer is a powerful tool to listen to changes to schemas on the server side and perform actions based on them. The documentation states the following -

The Entity event layer mechanism is triggered after executing the event subprocesses of an object.

Few questions below -

Are entity events triggered for all system schemas & custom schemas? We know it works with Custom schemas, but we have had a few instances where it did not get triggered for system schemas Eg 'System administration object' or 'Image' object. We also notice that a business process with Start signal tied to the "System administration object" or 'Image" object also doesn't work.
Are there any restrictions around which schemas/objects or kinds of changes, these entity events will get triggered for?
Are the entity layer events triggered on the server exactly the same as the 'Signal' start events that we configure in the Business process designer?

5 comments

Best reply

13:35 Sep 17, 2020

Dear Shrikanth,

1. It is triggered for all entity objects present in the configuration section.

2. It gets triggered by any CRUD operations performed using DataServevice (Entity and EntitySchemaQuery), OData, and OOTB business process elements. It will not get triggered if data is changed using Insert, Update, Delete classes, and if data is changed directly on the DB level.

3. It works the same as the Event subprocess https://academy.creatio.com/documents/technic-bpms/7-16/event-sub-process-element

Best regards,

Angela

13:35 Sep 17, 2020

Dear Shrikanth,

1. It is triggered for all entity objects present in the configuration section.

3. It works the same as the Event subprocess https://academy.creatio.com/documents/technic-bpms/7-16/event-sub-process-element

Best regards,

Angela

14:26 Sep 17, 2020

Angela Reyes,

Thank you Angela for your clear responses.

I am presuming that there are no special settings to be done to enabled for them to be triggered on System objects. Hence, our errors are not the expected behavior is what I understand.

09:39 Sep 18, 2020

Angela Reyes,

Hi Angela. Quick follow up question -

1. Do entity events get triggered for virtual objects & views as well? Virtual objects are also objects displayed in Configuration. So going by your explanation, It should. Can you confirm?

2. Are entity events listenable on the Client side? I do not think so. Can you confirm?

Creation of duplicate account and contact from leads via OOB process lead management and lead qualification process

00:34 Sep 22, 2020

M Shrikanth,

1) I have not checked it - try to create a test process and check it.

2) If you set up sending of an event it can be done.

Best regards,

Angela

Cherednichenko Nikita

12:15 Apr 07, 2023

Arsenii Pelekh,

Hello,

You can find information on this subject here:

https://academy.creatio.com/docs/developer/back_end_development/objects…

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Amritha Mayan Gorky

18:45 Sep 16, 2020

Hi Community,

I am trying to create a new lead and qualifying it, to create a new contact & account but when i am trying to create another lead with the same account name and contact name, later qualifying it. Duplicate contact and account is getting created via the OOB lead management and lead qualification process, is it possible to link it to the existing account and contact.

Scenario:

1.We create a new lead providing all the mandatory field data and later qualify the lead.

2. A new account and contact gets created and it is linked to the lead.

3. Create another lead with the same account name and contact name.

4. Qualify this lead also.

5. OOB process lead management and lead qualification process starts

6. It creates a new account and contact

Question : is it possible to link the lead to the existing account and contact instead of creating a duplicate account and contact.

1 comments