Hello

 

I was trying to validate email format and phone number format in activity section in mobile application but could not find anything.

Please provide me a way to validate these fields in mobile application.

 

Regards,

Malay

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Hello Malay,



Could you please provide us more detailed information on your business task? Could you share screenshots?



Thank you in advance!

 

Best regards,

Bogdan

Hello Bogdan,

 

Hello I want to apply validation for mobile number and email in activity section. For example, the phone number should be of 10 digits and only contain numbers and email format should be of the form abc@xyz.com.

 

I have used JavaScript for lead section to do it for the web version but how to do it for the mobile application?

 

Below is the screenshot of the mobile activity page where I want to apply this validation.

 

Regards,

Malay

Hello Malay,

You can use a custom business rule for this task. See here for an example: https://academy.creatio.com/docs/developer/mobile_development/mobile_ap…

For using the custom rule for validation, you can pass a third parameter to the callback function with a message (the validation message) and value (true or false indicating if validation passed or not).

For example:

var result = {};
if (passedTheTestAndIsValid) {
    result = {
        value: true
    };
}
else {
    result = {
        value: false,
        message: "The entered value is invalid"
    }
}
 
// now include the result in the callback
Ext.callback(callbackConfig.success, callbackConfig.scope, [result]);

Ryan

Ryan Farley,

 Thanks for share it. You have any example using esq query in custom business rules for validations?

Christian Kern,

 

1. File will be stored in configurations.

 

2. The main rule - the first word of business rule name should be the section name. Like "Contact", "Case", "Account". 

 

Best regards, 

 

Bogdan L.

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Is the product catalogue page customizable to show 1) frequently bought product by that customer 2) show a new price column as a preferred price specific to that customer? - Is this possible to customize this page?

 

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Dear Ganesh,

 

Thank you for your question!

 

Unfortunately, there is no OOTB solution for this detail. The only way to accomplish both scenarios is by developing a custom code.

 

Thank you for understanding,

 

Regards,

 

Danyil

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Hello community. By any chance somebody know how to localize the tag button in the filter panel of the section?

 

Thanks,

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Hello Federico,



You can localize the "tag" button on the "Translation" page of the system setup. The corresponding key is 

"Configuration:TagFilterViewModelGeneratorV2:LocalizableStrings.TagButtonCaption.Value"

 

Best regards,

Bogdan

There is any way to bound that lozalization to the package?

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Hi Team,



I have completed the Exchange listener synchronization following the academy article

https://academy.creatio.com/docs/user/setup_and_administration/on-site_deployment/containerized_components/exchange_listener_synchronization_service

Note: I have deployed the Exchange Listener synchronization service in Docker



But, the mails are not loaded and when new mails received also not reflected in Creatio CRM (I tried manual email synchronization also),



1.Mail account added

P.S. I tried "Synchroniztion email" also and there is no much mails in my email id too.

 

2.Run Diagnostics is Successful



 

3. when I tried to make sure the ExchangeListenerService anonymous service is available at [ Creatioapplication address ]/0/ServiceModel/ExchangeListenerService.svc --> I had provided my creatio hosted site instead of [creatioapplicationaddress]. I get the below screen,

 

Clarification: If we continue to do this setup in On-Premise, we have to perform the same docker setup and installing the Redis & ExchnageLister into a docker container in Application server if I'm right.



Kindly let me know what else has to be done in the setup to recieve the mails to Creatio CRM





Regards,

Bhoobalan P.

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Hello Bhoobalan,

 

Please send the email with the same description and subject to our support mailbox (support@creatio.com), so we will be able to check this request with more details.

 

Additionally please attach the logs for the day when the issue appeared (here is the example of the path where the log can be found: C:\Windows\Temp\Creatio\your_site) and screenshots from the web browser developer console and network tab for the moment when you try to run the "Synchronize email" operation. Also please add the screenshots of the mailbox configurations (for bhoobalan@live.com and bhoobalan007@gmail.com mailboxes).

 

Thank you in advance.

 

Best regards,

Roman

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We are looking for a way to set security on blocks available to edit for users.  Is there a way to do this or could this be customized?   We are also looking to set security on blocks that can be accessed/re-used (from the left panel).  

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Dear Chris,

 

Thank you for your question!

 

We have double-checked this information and it seems that there is no ability to manage email template block access permissions as of right now.

We have created an improvement ticket for our RnD to review.

 

Thank you!

 

Regards,

 

Danyil

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Is it possible and are there any articles for adding a custom button in the action panel? I searched and was unable to find a specific question or article for this. See image and highlighted spot below. I want to add a button and link it to creating a new custom type of Activity record (in addition to the existing blue flag icon for a to-do task)

 

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Hi 

Is it possible to remove thousand separator in a metric item?

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Hello Stefano,

 

It is possible but the logic depends on the page.

Please refer to these posts where this question was explained:

 

https://community.creatio.com/questions/special-character

 

https://community.creatio.com/questions/how-remove-comma-integer-field-section-list-page

 

Best Regards,

Max.

Max,

Hi Max,

thank you for your response.

My problem is remove thousand separator in the metric page element and your suggestion works on standard fields

Stefano Bassoli,

 

Sorry, I misinterpreted your post. Unfortunately, it is not possible to remove the separator in the metric page element.

Max,

ok, thank you

Max,

Is it possible to remove a thousand operators from the Lookup fields?



BR,

Bhoobalan Palanivelu.

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Hi all,

 

If we set a campaign to end “at the specified time” and there are new participants who haven’t moved through all the steps by the time they reach the “end date”.

Will those participants continue to move through the campaign but no new participants will be added? Or will all activity on the campaign hit a hard stop?

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Hello Kavian,



The new participants who haven’t moved through all the steps by the time they reach the “end date” will not continue to move through the campaign. So the activity on the campaign will stop



Best regards,

Bogdan

Bogdan,

Thanks for the clarification.

Bogdan,

What is best practice if you want to end one campaign and e.g. start a new one for the same audience?



I my case, the first campaign was a small one, we have now created a new one that is more  comprehensive, but it is has the same entry point.

 

We do still want the active participants from the first Campaign reach the end of the flow they are in...any way to maually add/move this audience from Campaign 1 over to Campaign 2?

Veronica Sagbakken,

 

Let's imagine you have a folder with Contacts who took part in "Test campaign 1". There were 2 Contacts: 

Then you create a new Contact folder for "Test campaign 2" and with advanced filter add all Contacts from previous Campaign and also manually add new Contacts who will also take part in new Campaign:

The filter will look like this: 

Here 0 and 1 are contacts from 1st Campaign. Supervisor is the new one who will be added to 2nd.

So you will group all contacts from "Test campaign 1" plus new contacts and as a result you will add all of them to "Test campaign 2" folder.

Then just add new updated folder (to the Campaign 2 settings) which contains all contacts from "Test campaign 1" and new contacts:

 

Best Regards, 

 

Bogdan L.

Thanks, Bogdan!

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Hello Team!

 

I need to hide one filed based of the selection of one category lookup. I follow the academy  with the steps for the rule type. But my question is whats happend when you have more values in a OR condition. I tried to placed all the conditions in the same rule and didn't work and as well like in the example separate, but only the last one is working. How is the correct process in this case?

 

Thanks,

 

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Hello Federico, 

 

We performed some tests in order to achieve your requirement, but it seems like such implementation is not possible for now. The only one business rule will be active in this case. We already informed our Core R&D team and we will work to add such functionality in our next releases. Thank you for understanding!



Best Regards, 

 

Bogdan L.

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Hi community,

I'm trying to read the contact tags using odata, in particular  I would like to expand the ContactTag object when I read the ContactInTag,

an  error raises

"The query specified in the URI is not valid. Could not find a property named 'ContactTag' on type 'Terrasoft.Configuration.OData.ContactInTag'."

Which is the correct entity name to expand ?

 

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Hello Stefano,

In the ContactInTag object, the reference to ContactTag is actually the property called Tag. I believe if you expand Tag, it should give you the ContactTag reference.

Ryan

Hello Stefano,



We've got the same result in our system as well. We are working on the solution to this issue.



Best Regards,

Tetiana Bakai

Ryan Farley,

Hi Ryan,

I tried you suggestion using $expand=Tag($select=name), but I receive this message "
An error has occurred."

Stefano Bassoli,

Hmm. I just tested that and I get the same error (also if I try to expand Entity). I wonder if it's because those are columns inherited from the BaseEntityInTag object (which is virtual)? I can expand CreatedBy fine on that object though. Not sure why the error occurs.

Hello Stefano,



For now you should use two select queries, because using the $expand clause with those columns would give you errors. We passed this problem to Core R&D team and got the information that there is some issue in Core logic that causes that thing, so they would fix it in the next versions.



Best Regards,

Tetiana Bakai

Tetiana Bakai,

thank you for your feedback

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