Hi Christian,

I assume what you're referring to is making the phone field a clickable field to dial the number in mobile, is this right? 

To do this, you need to first create a module for the account model pages extensions. See https://customerfx.com/article/creating-modules-for-the-creatio-mobile-…

Once that is created, you can add the following to the new module to make the phone field a clickable phone field (in the code below, this is for a field named "Phone" on the Account page. If your phone field is named something else like "UsrOtherPhone", you'd replace the "Phone" in the top line with that instead):

Terrasoft.sdk.RecordPage.configureColumn("Account", "primaryColumnSet", "Phone", {
	viewType: Terrasoft.ViewTypes.Phone
});

Also, this code above also assumes the phone field is in the primary column set. This is the name of the main column group of a page, however it’s possible to create other column groups. If you’ve created another column set that you've added the field to, locate the record page for the Account page that was created by the mobile wizard in the configuration. The record page will be named [Prefix + “Mobile” + EntityName + “RecordPageSettings” + WorkplaceName]. Then you can open that and see the actual name of your column set and replace "primaryColumnSet" in the code above with this name.

Ryan

Hello. thanks for your detailed reply. At the moment I'm on vacation. I will try it as soon as possible. Best regards Chris

Ryan Farley,

I tried your solution and it works perfect.

Many thanks for your help

Hello Paulina,

Hope you're doing well.

In case you would like to make the field a hyperlink you will need to use development tools. Here you can find the approximate algorithm on how your business task can be performed:

• You will need to modify diff of the needed field in the next way:

diff 
{
	"operation": "insert",
	"name": "AdditionalExpenses",
	"values": {
 
		// -->
		"showValueAsLink": true,
		"controlConfig": {
			"enabled": true,
			"href": {
				"bindTo": "getAdditionalExpensesLink"
			},
			"linkclick": {
				"bindTo": "onExternalLinkClick"
			}
		},
		// <--
 
		"layout": {
			"colSpan": 12,
			"rowSpan": 1,
			"column": 0,
			"row": 3,
			"layoutName": "Tab07720f4eTabLabelGridLayout691629ea"
		},
		"labelConfig": {},
		"enabled": true,
		"bindTo": "AdditionalExpenses"
	},
	"parentName": "Tab07720f4eTabLabelGridLayout691629ea",
	"propertyName": "items",
	"index": 5
},

• After that, please add such code to the methods:

methods: {
 
	getAdditionalExpensesLink: function() {
		return this.getLink(this.get("AdditionalExpenses"));
	},
	onExternalLinkClick: function() {
		return;
	},
	getLink: function(value) {
		if (Terrasoft.isUrl(value)) {
			return {
				url: value,
				caption: value
			};
		}
	}
},

As a result, the needed field will be a hyperlink field if you will populate it with the appropriate link format (or just copy and put it from the browser address bar).

Best regards,

Roman

Hi Paulina,

I've written up the steps to convert the text field to a clickable hyperlink here: https://customerfx.com/article/how-to-format-a-url-as-a-clickable-link-…

Ryan

Hi All,

The above code works and converts the text into Hyperlink.

But I see an issue when I try to delete the text.

Issue detail -> I select the text and click on delete, it gets removed,  then when we click just outside of the field, the text/link it appears again.

-> If I select the text and click on delete, and click on save, close and re-open, the text actually deleted.

Ryan Farley,

The page which you prepared it works fine

Roman Rak,

Hello

Tell me whether it is possible to add a hyperlink to the text itself, that is, to have a certain text. For example, the name of the company, and a hyperlink sewn into it. 

Hello Yuriy. 

Alternatively to cancelling execution of each instance of the process manually, you can find this process in the Process library and deactivate it:

By answering "Yes" to the clarifying  questions, all the instances of the process will be cancelled:

Should you have any questions, please let us know. 

Best regards, 

Anastasiia

Anastasiia Zhuravel,

Thank you. I deactivated it, yet they remain with the "Error" status, and there was no dialog "...Cancel them?", unfortunately

Yuriy,

Have you tried OOB tools that cancel the process instances in Error status? It also deletes the data according the parameters you set here: 

You can find the description of all the settings on our Academy.

This probably will take some time but at least the system will do everything automatically.

Best regards,

Bogdan S.

Bogdan Spasibov,

Thank you, I tried this way. I changed the Allowed time for process instances in the "Error" state (days) setting from 0 to 1. The system started lagging, it canceled the processes with an average speed of 500 processes per hour. Users could not enter the system because of lags, and I too, only from time to time I could enter. It could take 2 weeks to wait until all the processes close, so I asked the Support to solve it. At last, as I see it, they plainly cleaned the Error instances from the Log and the slowness stopped. That's our experience.

I conclude that in our case, this method works for a low number of processes in the Error state.

Dear Nicolas, 



Unfortunately, there are no OOB tools to create a new section like this. 

It can be done only be means of advanced development and we do not have any examples of such sections created. 



We will register an idea for our R&D team to consider the possibility of adding the functionality which would allow to create sections like this with system tools in future. 



Kind regards, 

Roman

 

Do you have too many tabs? ;)

Julius,

yes that'it !

women's dashboard management

we have two companies and we would like to split the data. one solution might be to use the Creatio homepage which also allows now to create statistics widgets

Hi Roman Brown, Any update on creating two dashboards?

Dear Naveen,



Unfortunately, we do not have any specific guidance or materials on how to prepare for the exam.

You can check community posts along with our academy to study all the information.



Best Regards,

Ivanna.

Hi Adam,

Please check the following and get back to us:

1. Can you create contacts successfully after scanning a business card?

2. Did you add additional required fields to the Leads section? If yes, this setting is blocking the lead creation.

Moreover, please specify your Creatio product and its version to help us to reproduce this issue.

Ivan Leontiev,

Hi Ivan,

we also have a problem with creating contacts with the business card scanner and it is related to required fields.

How can we add them to the Scan Results page?

Thanks and best regards,

Robert

Hello Robert,

Thank you for your question!

You can add new fields to the Scan Results page only by development. An alternative way is to create the required fields on the page level (not on the database one).

Kind regards,

Anastasiia

Anastasiia Lazurenko,

Thanks for the info! Is there a guide or at least some hints for adding the needed fields?

Thanks,

Robert

Hello Pedro,

Here is an article on the Academy that describes creating a field with an image.

I would suggest you create two fields and hide one or the other based on the due date using business rules.

Hope this helps!

Best regards,

Max.

for basic certification you take it from the site directly and prepare for the module that you want to take the certification in it, understand all module features, functionalities, sections and have an overall view of the main sections that will be exist in all creatio modules .

good luck 

Ibrahim Nour El-Din,

The basic test is different from the main certification test..?

Hi Stefano,

There can be a problem with the Region object in configuration or another object and that's why an UPDATE fails. You need to:

1) Check the application logs to see the error message that is returned upon a request

2) Go to configurations and generate source code for all items and compile all items and try updating the record after that

Best regards,

Oscar

Hi Oscar

thank you for you suggestion.

About the first tip, the issues is on cloud creatio instance, how can I access to application logs ?

Stefano Bassoli,

Just email us at support@creatio.com to get the logs of the application for some date.

Best regards,

Oscar

Oscar Dylan,

I understood the problem.

The user associated to oauth did not have permission on operation "

CanManageLookups"

Dear Carlos,



This warning should not influence anything, you can still send these bulk emails but there can be some issues with displaying them in different mail providers as the tag "u" (underline) which is used in your bulk email is deprecated.

Our recommendation is to use the CSS "text-decoration-line:underline" style instead of in places where underline is needed.



In case you didn't add any HTML blocks manually, a block with this tag could be generated automatically, and if you didn't add unsubscribe link and clicked on add it after trying to save the template and receiving the notification message about it.  

In that case, simply delete the automatically added block with unsubscribe link and replace it with the one available in the block library.

Best Regards,

Ivanna.

Ivanna Yatsura,

Hi Ivanna 

the html editor embedded into the email designer allows the user to use the unsupported "u" tag.

This fact disorient the end-user