The issue takes place because the action 'Reply all' does not bind the email to the case.
Please, see the screenshots below for clarity.
If it is necessary to keep an email thread, the Case number needs to be entered manually.
If an email can be sent without a running list of all the succeeding replies starting with the original email, one can be sent from the Case page directly.
In this case, an email will be automatically linked to the case.
The 'Reply all with template' feature, which allows to reply directly from the Case page, automatically binding to the case and to keep the email thread.
Please note, that Apart from the listed options, you can set up automatic email binding to any section record in the system. Such functionality is available in the ‘Rules' for connecting emails to system sections’ lookup, where you can create your own rules for connecting emails to sections.
This is sort of two questions but they're along the same lines. First of all, how do I add custom columns so that they show up in global search. I've figured out how to add columns to it by making a replacing schema for the xSearchRowSchema but whenever I add custom columns they don't show up.
Secondly, how to I go about adding a xSearchRowSchema for a custom object?
You need to set the column as indexed in the object settings then save and publish the object.
After that you will be able to search for the column's value in the global search!
As for searching for objects I do not quite get what you mean. Could you please elaborate on this? Do you want to be able to search the objects themselves or just the records of objects?
So what I mean is that I'd like to show certain columns when I search something in the global search. Below is the custom object quote line but it only shows the quote id and the object that it belongs to. I'd like it to show more columns like it does when I search an account in global search as also shown below.
Like I said before I am able to add some columns to the account but only pre existing columns that came with base Creatio. So far I have been unable to add custom columns to this.
There is no option to modify the global search results columns. It can only be done with the help of development. For example, if we are talking about basic sections, the required columns should be included in the diff section of the 'Object'SearchRowSchema of the Custom package. You can find some common topics on Creatio Community:
If you need a specific consultation on the implementation of your custom logic, you can request this as part of a consultation service from your Success Manager.
The idea has already been registered for the R&D team to implement the possibility of the global search result view customization.
As for your question about adding custom columns to global search results. you can refer to my previous reply.
What you need to do is add a custom column. And check the "Indexed" column.
Then save and publish the object.
After that add the column to the page in section wizard and populate it.
Then you can search for this value in the global search.
In order to change, please follow to Advanced Settings, create a replacing module for Activity object and change the default value for Call Direction column in it to Incoming.
Is there a way to launch a business process when a specific object is opened ?
I have an interview object (custom) and I'd like to update some element when the object is opened then aumatically reload the object so the view of this object will be updated but I didn't find anything to make that
We have found out that the connector requires an update due to the changes in the Slack API. We have removed the connector from Creatio Marketplace temporarily. It will be back after the update is ready.
In a custom object, I have a list of contact objects. On a specific signal, I need to loop over these contacts and change the attributes of each contact based on other attributes found in the contact object. How can I achieve the for loop with a business process?
If the only way is to use the Scripts element, where can I find proper documentation to start using Scripts in Creatio?
The best way to create a Business Process with a for loop you would need to create a sub-process:
Signal "Contact Added" element:
Read Data "Read Contact" element:
For the sub-process, you would need to specify the [Parameters] of it:
And make a filter of the element within the sub-process based on the ID:
And finally, you would need to specify this parameter in the parent Business Process:
This is it. The business process here would trigger upon a Contact being added, then it would fetch 50 top Contacts in the system and transfer them to the sub-process, which will do some required magic within it, and then would end.
You may customize this example in any way you would like.
The best way to create a Business Process with a for loop you would need to create a sub-process:
Signal "Contact Added" element:
Read Data "Read Contact" element:
For the sub-process, you would need to specify the [Parameters] of it:
And make a filter of the element within the sub-process based on the ID:
And finally, you would need to specify this parameter in the parent Business Process:
This is it. The business process here would trigger upon a Contact being added, then it would fetch 50 top Contacts in the system and transfer them to the sub-process, which will do some required magic within it, and then would end.
You may customize this example in any way you would like.
Add a start signal which would be triggered when a new lead is added or when a lead is modified. You can configure it so that the process starts when a lead is transferred to a particular stage or any other field is changed.
Then read the data from a lead object filtering by the id of the new record that triggered the start signal. After that put an "Exclusive gateway (OR)" after which there can be multiple conditional flows where you can check if the country of the lead is Australia for example and you can add a default flow that will be triggered if the lead does not meet any of the sequence flows criteria. After each of the flows you can put a "Modify data" element where you can modify the Lead filtering by the id and choose the columns that will be modified.
Here is an example of the layout of such process.
Here is a link to the Academy where you can find more information about business processes.
Add a start signal which would be triggered when a new lead is added or when a lead is modified. You can configure it so that the process starts when a lead is transferred to a particular stage or any other field is changed.
Then read the data from a lead object filtering by the id of the new record that triggered the start signal. After that put an "Exclusive gateway (OR)" after which there can be multiple conditional flows where you can check if the country of the lead is Australia for example and you can add a default flow that will be triggered if the lead does not meet any of the sequence flows criteria. After each of the flows you can put a "Modify data" element where you can modify the Lead filtering by the id and choose the columns that will be modified.
Here is an example of the layout of such process.
Here is a link to the Academy where you can find more information about business processes.
Hi, on the agent desktop, the cases pulled from the queue and then canceled are only being displayed for the current operator(agent) that pulled them from the queue. The rest of the agents can't see them on their agent desktop.
How can I change it so that all agents will see the same cases uniformly on their agent desktop?
The mentioned situation occurs according to the OOTB logic and the configurations set for the Queues. As an example, if you have filter "Assignee is not filled in" for the queue then when the agent opens the case from the queue, it is being automatically assigned to the agent (expected behavior).
For the case to be put back into the queue, the agent needs to press "re-queue" button. Also, let me mention, that the case won't be re-queued immediately, but within update frequency specified in queue's settings.
But using the "re-queue" button is automatically putting the case at the beginning of the queue. I need the case to get back to the same position it was before it was pulled from the queue.
But using the "re-queue" button is automatically putting the case at the beginning of the queue. I need the case to get back to the same position it was before it was pulled from the queue.
By a default while clicking the [ Re-queue ] button (to put off processing the case), the [ Agent desktop ] section will be displayed again. The postponed case will be placed at the end of the queue regardless of the set record sorting rules in the queue.
By clicking the [ Cancel ] button (to cancel processing the case), you will as well return to the agent desktop and the case will be queued back to the same position it had before you started processing it.
If the issue persists despite the mentioned above recommendations, please email us at support@creatio.com, so we will be able to check the corresponding configurations and advise in more details.
By clicking the [ Cancel ] button (to cancel processing the case), the case is displayed only to the operator that pulled it from the queue. This is what my problem is about. The main problem is that the same case that was canceled (let's say by me) will not be displayed for the rest of the agents on their agent desktops!
We are doing a feasibility study to export Products that were linked with Lead. As per current available feature, we could get the Products count that were added to a Lead but we are looking for the products list for each Lead exported to excel.
As far as I understand you need to export a list of leads with a list of products for each lead there as well all in one file? Or do you just need to export a list of products for one particular lead?
Unfortunately, Creatio does not provide such functionality. However, you can install SQL Executor for Creatio (SQL scripts console) from the marketplace. There you can write SQL requests to the database and then save the results as a CSV file. It will require some basic SQL knowledge.
The request would look something like this for the Orders with products:
SELECT * from "Order" JOIN "OrderProduct" ON "Order"."Id" = "OrderProduct"."OrderId"
You can choose which columns to select, and how to join the tables.
We wanted this feature as a functionality for client where as an end user at specific time interval, they could generate the products list by exporting from Lead.
