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?
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
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?
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:
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?
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!
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.
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.
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.
This question may have been answered, but I searched the forum and couldn't find anything.
We are attempting to create sales enablement workflows within creatio, essentially providing the sales team with the necessary content through crafting communications in the form of workflows. We use data to trigger the workflows. An example is a contract approaching end of life.
Has anyone done this successfully in creatio? It seems to be a bling spot in the software as if we want to track the data on emails and such we have to do it via the marketing app which doesn't work as this is primarily one to one communication vs one to many.
I would suggest to double-check whether you have tested the functionality in the corresponding sections, as mentioned in the Addon notes: "buttons appear only in sections, cards and details with the registry inherited from the basic schemas (BaseSectionV2, BasePageV2 and BaseGridDetailV2 respectively)" and as an option if the installation was successful, try to clear cache and re-login to the system.
If the issue still persists and even re-installing the addon doesn't help, please contact the addon's support team: creatioapps-support@anserem.com
In such case I would advise to perform recommendations provided above (to clear cache and re-login to the system and in case re-install the application) and if the issue persists, contact the addon's support team.
Should you have any further questions, please let us know!
I now how to customize the name saving in entityFile table but is it the way to change dynamically name of word document downloaded from the print button
You can change the parent object for the detail list schema (step 2 in the article) as shown on the below screenshot:
Also, in case the changes are not reflected straight away once all the required steps from the instruction are done, generate a source code and compile a system.
You can change the parent object for the detail list schema (step 2 in the article) as shown on the below screenshot:
Also, in case the changes are not reflected straight away once all the required steps from the instruction are done, generate a source code and compile a system.
Now the interface works but the list is not working propertly
it allow me create records, but when i refresh the page, i can't see my records and the debugger show the error in the pic , but the records are persisted, i've check it in the DataBase,
The error message indicates that there is an issue with a column: it is either incorrectly added to the schema page or is renamed/deleted.
I would suggest to double-check the article and re-add the custom Attachments detail anew following the guidance so this way it will be properly added to the needed section.
In case the issue still persists or occurs with your custom columns added to the detail afterwards, please approach us at support@creatio.com, so we will be able to check the configuration on the instance and find the root cause of the issue.
I am working on Creatio reports using FastReport. It is required to create tables inside rich text of Fast report and upload frx file to generate the output. But the output doesn't show the table in the rich text as it gets shrunk to a single cell every time. I have attached the snapshot of the RTF table in the fast report and its output in creatio.
RTF Table
Creatio output of this table
It can be seen in the output file that all 6 cells of the table are shrinking to a single cell. Is there any problem with the RTF code or in Creatio Fast report integration.I have attached the RTF code used to build this table in the Fast report.Please provide a solution to my query.
In order to solve the issue, it's necessary to do the following steps:
On the Creatio side:
1. Create the fast report record in the "Reports" section and create the FastReport data provider source code in configurations.
2. Create the DataProvider source code.
Once the DataProvider is created data was sent to the FastReport template for further processing. From now development starts which is not related to Creatio functionality - FastReport template logic modification.
Thank you Tetiana for your solution. It will be easier to work for small tables. But I work mostly with complex tables of 8" size and it will be quite time-consuming to prepare each cells by code. In such a case, is there any other lesser time-consuming solution?
On the LEAD object, we have a user field ("UsrSecondaryPhone") and it is not indexing via Global Search (or at least no values in this field result in search results in a global search). I have made sure that the section is marked for Index for Global Search (check box is checked). How do I get this and other user fields to index via global search?
It is also necessary to mark the necessary column attribute Indexed as true. After that the column data will be available in the search list.
If it is still not found by the global search, I suggest to contact the support team via support@creatio.com to have a closer look at your object settings.
Thank you for the reply. I see how to do this when adding a new column. But in this case, I have a user column that was previously added and I cannot find how to edit the column to check this box.
Dean, Thanks again. I've tried that. I can follow these steps in our DEV environment and I can check the box in DEV, however, in our production environment, I cannot make the same change (and I've tried several instances of the LEAD object. We made the changes to add user columns in our DEV environment, then exported a package and imported it into our production environment. Now, I want to make this change for indexing purposes in production, but I am unable to make changes on the column. Any ideas?
