We have this situation where we have a detail with products, and each product has a cost, a price and quantity. These products are added through an Excel Import and we want to know how can we "tell" our page that the Excel Import has finished and we want to update this specific fields. Any idea on how to implement this.
The Screenshot_6 shows both fields and detail I mentioned above.
This business task can be implemented in several ways depending on the conditions of the task. You can either create a process that will be triggered on record modification or record adding and check if the record has a tag in with date like current date (since import creates a tag with the date and time) and change fields or you can read process log - if import process was started wait for some period of time and update all records with tag.
I have tried to update my page using a process like you said but I'm facing the same issue. The process is not able to know whitch record page it needs to update. If I try to search by record modification or record adding it will generate problems in the future because it is possible for more than one user to import excel at the same time and each file imported has a lot of products.
The easiest solution will be to import data using web-service instead of Import tool. The import process will never tell what data was imported - import tag is the only track that could show that records were imported. Import log contains more detailed information but it also does not contain information about import end.
As Creatio partners, is there a way of managing a multitenant installation of Creatio? Basically, we are looking at a case where we would like to spin up a cloud instance of Creatio containing our common implemented package for every new customer and manage all instances through an administration portal. Is this possible? What are the licensing implications, if any?
It will be easier to deploy such schema on the on-site application since you can control the environment and create as many copies of existing application as you need to. Other solution would be to use SVN or packages to transfer changes. The task as you described it can also be implemented via Marketplace addons like Field Sales.
Thank you for your response, Angela! This is in the context of cloud. Is there an admin portal for the partner to manage an implementation-specific image (containing all creatio technical components) that can be provisioned for all customers by the click of a button and also manage all such configured instances? In such a setting, how does marketplace licensing for plugins work? Is it on a per-instance model or a base package model?
Such an option is not available for cloud - for security purposes, we manage our servers only internally and do not provide access to it for partners. As for the marketplace licensing - please check this article:
The [Email connections] property is a bit down below as in the first picture. Try to scroll down the email element settings below How is the message sent section. By default there will be Accounts and Contacts. By clicking on + button you will be able to select Case.
As for how to associate the email with case, for example you can add the Signal that would trigger upon the case creation. The second element would be Read Data where you read the Id parameter from the Signal.
And the last element - Send email where you indicate the Id parameter of the case into Email connections property that you've previously found with Read data element
The [Email connections] property become visible only if the "How is the message sent" is set to "Manually" but I want the message to be sent automatically, without user interaction.
If I set that property to "Automatic" the [Email connections] property is not visible.
In this case it would be only possible to writhe a script which would connect the case section to email. The problem is that when the email is sent in automatic mode, the correspondent record is not created in Activity table. Since there is no record - it is not possible to associate it with a case. In manual mode, the activity record is created fine and it can be easily associated with your case.
The option to connect email to the section when sending the letter automatically will be available in future application versions.
Recently looking at using the Data Binding Tool on the marketplace ( https://marketplace.creatio.com/app/data-binding-tool ) to make binding Section List and Detail column setups easier, but it appears that you can bind column setups for the same Section List and Culture multiple times for the same package. This isn't possible when binding column setups normally, as you get a validation error which prevents the saving of the data binding due to the record already being bound in another data binding. Is this a defect? Does anyone know what will happen if this duplicate data binding is imported into another environment? Presumably one will be installed before the other, so you may end up with the old data binding if it happens to be installed last.
I have also faced the same issue and as far as I know, this does lead to problems.
We therefore only use the data-binding tool to make the creation of the bindings easier. When changing bound data, we go to the data tab in the package and open and save it to update its contents.
Renaming the created data bindings to something more meaningful than the GUID also helps to identify them again.
You can check duplicates after saving a data binding. When the "Data was bound successfully" message pops up, click "View details" and save the data binding once again. If the binding holds any duplicates, a standard validation page opens.
I have forwarded your suggestion regarding the check for duplicates to the responsible developer team.
Thanks for the reply Andre, that sounds like a useful best-practice to follow when using the tool then. It would be very helpful if the tool itself were able to pass on such errors automatically, but I can see that programmatically checking whether data has been bound twice would be quite difficult! It would be a real benefit to the tool if it could be done, however.
Creatio developers are currently migrating the basic data binding functionality to the new UI. The team responsible for the "Data binding tool" add-on will consider possible functionality improvements after the release of Creatio version 7.17. Due to UI framework migration, any new improvements that they make right now can be rendered obsolete in the new release.
Please go to configurations and find the object that represents the section where the date\time field was added. Open this object and find your date\field column there, click on it and select displaying all column properties:
Once done please change the data type to "Date":
and save and publish the object once it is done. As a result you will see only dates in this column.
Is it possible to insert an image field into an email template that will display the image when the email is sent? IE the contact's "photo" field. When attempting this all it displays is the photo image file name.
3) Select data from the proper table and cast it to base64 string. Then save into unlimited text param via script task: https://i.imgur.com/2gY05iM.png
Currently, there is no way to achieve this task using macro in email templates for bulk emails - they cannot be customised as email templates in business processes.
No idea what that means... “auditory”? For example if we do a bulk email to 50000 records and need to insert the appropriate signature layout for each linked user/owner and there are 300 users how would we do this without doing 300 separate bulk emails?
No, this functionality is still not supported, a correspondent problem registered for the R&D team is on hold. But the task is registered and this functionality may be implemented in one of the future releases.
When i try to merge two account, i've got the following error in the process log:
System.Data.SqlClient.SqlException (0x80131904): The DELETE statement conflicted with the REFERENCE constraint "FKYKBlN1O6UJiw8gMHsBSVNzLbjXA". The conflict occurred in database "legaldoc", table "dbo.Order", column 'UsrAdresseDeFacturationId'.
During the merge, one of the records is deleted. Seems like the one you try to remove has some value in UsrAdresseDeFacturationId that has some connection in other entities.
It is necessary to make sure your deleted record during the merge doesn't have any associated records that has reference to the value in UsrAdresseDeFacturationId.
As we can see from the provided screenshots, the user uses the Google Chrome browser. We recommend using the last official version of Chrome on the Creatio release date.
In case the issue with the layout can be reproduced in different browsers with different screen resolutions, we kindly ask you to contact us at support@creatio.com for further analysis.
Thank you for letting us know! Please, feel free to contact us at support@creatio.com in case the issue can be reproduced on different devices and is nor connected to the graphic card driver itself. We would be happy to assist.
I'm in the same company as Nicolas and i have some more informations to provide about this issue, there is lot of errors showing up in Chrome console, including some http 400 errors, following post is a full dump from the contacts page, where the issue happened.
The documentation does not help much with respect when the "Serialize in DB" option in the Business process designer should be selected or not. The following is what is mentioned -
[Serialize in DB] – saves parameter values for the running process in the database. Serialization is used for long processes. For example, if a new activity is created in the process and should be completed only after a certain time, all process parameters will be saved and the process can be resumed any time, even when you log out of the system.
1. Is the "Serialize in DB" option mandatory to be selected for all processes which involve user intervention? Eg I find that If I have a "User Dialog" element, the business process errors out if I don't select "Serialize in DB".
2. What is the relation between execution of BPs and logging out of a user? How does it correlate to selection of "Serialize in DB"??
It is necessary to have this checkbox if the process should be stopped for some certain time, for example if you have any timer, activity that has to be performed as well as user dialog, etc.
This checkbox allows saving parameters data in the database. If it is not selected, the process data will be just saved in the browser cache. If it is long term process, the cached data might be cleared, especially if the user logged out, so the process would not move forward.
It is necessary to have this checkbox if the process should be stopped for some certain time, for example if you have any timer, activity that has to be performed as well as user dialog, etc.
This checkbox allows saving parameters data in the database. If it is not selected, the process data will be just saved in the browser cache. If it is long term process, the cached data might be cleared, especially if the user logged out, so the process would not move forward.
What would be a good reason for not serializing in DB? Is it just a performance benefit from not having to write data to the DB? Are there other benefits? Thanks.
