When we tried to upload any file in Attachment detail, FileApiService is called and the file gets uploaded successfully.
When I tried to call the same API in postman, bypassing all headers and Query parameter it resulted in an error stating that: 'Can't parse file length'. I have no clue why the error is popped up.
Most probably, the issue happened because you didn’t specify a body of the request. The body contains file data in binary format. You can see it in the “Request payload” section from the “Headers” tab:
As data is in the binary format, so it is impossible to call the “FileApiService” using Postman. Please debug the client code of the application in order to determine how this service is called in Creatio.
I have specified the request body, to add the binary files in Postman by adding the binary file in the "Body" tab of the "binary" option. But still the same result.
Even I have added the actual file in the "form-data" option under the "Body" tab. But the same error persists. Let me check by debugging the client code.
Please debug the client code of the application in order to determine how this service is called In Creatio. Please take a look at the “upload” function that is located in the “ConfigurationFileApi” schema.
403 error means that you are not passing all needed authentication cookies and headers in the request. Please make sure that you are calling Auth service with correct credentials and that you use all necessary cookies and headers that you receive from the response(.ASPXAUTH, BPMCSRF):
What is the recommended approach for Production and Development environments, regarding Customer ID ? should we use separate CIDs or share the same CID?
What is shared between the two environments when sharing the same CID?
What is the impact when exporting/importing packages when using different CIDs ?
Customer ID is a specific number that indicates the client in our system. Customer ID is closely linked to licenses. There is no technical difference between using separate IDs for development/production environments and sharing the same CIDs. As well, there is no technical impact on exporting/importing packages when using different CIDs.
Please, let us know in case any further information is required.
While we are going ahead with a certain set of Creatio modules (Eg Service, Portal) for the 1st phase of an implementation, in all likely hood, we will include more modules (Eg Marketing) down the line. There will be some shared objects (default and custom) that we need access to across both sets of modules.
Does this impact our development approach in any way? If we work on top of a custom package in Phase 1, Can we continue using the same package in the future as well?
Pls let us know if there are any challenges to doing this and anything that we need to be wary of while implementing the first phase.
We do not recommend to use a Custom package to store implemented changes. If you meant just any custom package then yes, you may develop all changes in one package. It is up to you on how to distribute customisations. Most important is to remember all connections and keep in mind what changes are added in what package and how changes are connected.
The object for this lookup is VwRecepientEmail, you can set up the necessary filters as in the academy page, and this way the records in this lookup will be limited to the ones that match the filter.
The Creatio documentation suggests that basic authentication is only available for the OData API and not for a custom configuration web service. Anonymous/Forms authentication are the only 2 ways to authenticate for configuration web services. Would like to reconfirm this.
A typical system integration use case is the following -
1. Creatio pings an external product/system asking it to do some asynchronous processing.
2. External product/system pings a Creatio custom configuration call back to inform it regarding the status.
Typically, external products only permit registering a callback URL and do not provide for customization to do forms authentication with Creatio. How does one over come this? One way is to make the call back permit anonymous authentication but this is a bad security practice. Is there a way to enable basic authentication for custom configuration services on Creatio?
Custom configuration service becomes available after user authentication via the AuthService.svc. If you don't have a possibility to call it directly from your integration you can create another layer of service from your side to send a response from external product and call auth service and after that configuration web service.
The only way to bypass the Auth service for configuration web services is to create an anonymous web service. As a workaround, you can path login and password to the method in this service and check the validity of credentials in this service using auth service.
I am trying to create business process where the user is able to select an email template, decide whether or not they want to include the attachments from the object in the email (i.e. if they are sending from a document record, include the attachments from the document record), and then have the chance to customize the email before sending.
I have figured out a couple ways to include the attachments with the email but I can't figure out how to allow the user to select the template. Is there a way I can pass an email template into the "Send email" Process element?
You can use Auto-generated page and show lookup with templates so the user could select them, or forward the user to Templates lookup. Process "Send email to case group" is a great example of how to fill macro values in the template and then send it as an email automatically. Check "Handle template for email with macros" element for more details.
In general you can input the system setting as the parameter into the subject of the email, but if you want to use it as kind of macros in the email body - that will not work. The parameter doesn't work in the same way as marcos, therefore it will not be recognized.
When the full name is added system divides it to the First/Last name according to the system setting "Order of first/last names". You can make it empty to disable such logic.
The columns in the action dashboard are columns of activity so you need to add it on activity object first. To add it on the activity card on the action dashboard please see the community article below:
To make the Attached button in the Activity Element Function, i.e., For Example- If the attached button is a Cancel Button which on click should direct to another stage(Canceled) in the DCM Cycle.
If this activity is created by the DCM and the button sets the activity's status to "Canceled", you can just go into the DCM setup and set it to go to the "Canceled" stage if the activity's status is "Canceled":
