We have implemented custom section for opportunity similar to OOTB with DCM. The stage movement is restricted to few users as per acess rights.
The stage movement happens on click and should be allowed only when reason is provided which is captured as detail through pre-config page in business process
if it s cancelled it is reverted back to previous stage.
(Business process is called when on change of value in DCM stage look up happens- through js code in edit page)
Right now it is allowing users without edit access to edit the DCM though insuffient permissions error shows up.
Can someone guide me implementing the same or suggest any alternate approach?
Also let us know if this stage movement can de denied to other valid users unless the current user initiates movement and gives reason or cancels it.
The users can update the record with the processes, even if they do not have rights to edit the record manually. This is longstanding logic. In your case it is better to add some some condition with code. The idea is the following - if the user has to modify the record (the condition is met) - the button becomes visible and user can update the record with the process. Else - the button is not visible on the page.
One more idea is to restrict process launch completely in the process properties. This feature is available in 7.18.0
We have this situation where we need to send a specific attachment to our client's API. This API only accepts "multipart/form-data" contents, so we need to send the byte[] of our attachment.
Is it possible to send the byte[] from our attachments to the API using the "Web Service Integration Setup" tool? If yes, how can we achieve that?
You need to use a stream to pass a byte array in a body of a request. It's possible to create a business process that uses WebService call process element and you can also use a script-task element. Here we can find examples of locating an attachment in the system and reading it in a stream. Once it's read completely you can pass the read byte[] to the request body and perform an API call to the endpoint where the file should be passed. Feel free to develop your logic using the article provided.
In an order page, is it possible to display a contact lookup displaying all contacts having the current [contactcareer] field to true.
Actually mine contact lookup field, display only contacts having the primary [contactcareer] field to true (effectivly, only one record can have the primary field to true).
If I understood your request correctly at the moment there are no such Marketplace applications/add-ons which would allow connecting the Leads generated by Drupal sites to the Creatio application. Thank you for giving a nice idea! We have created a request for developing and further implementation of this kind of functionality for our R&D team.
At the same time as a possible solution, the JS script which is being used for HTML sites (on the Landing page in the Creatio application) should be converted/translated to PHP.
I have tried adding new communication option under lookup "Communication option types". but I want it grouped under existing "Phone" type. Please help in implementing the same.
In order to add the new value to the group, please open the lookup "Communication option types", open the new record you've added and add "Communication option" on the detail(see the screenshots below)
Thank you Yurii. Incase of databinding lookup to package, Is it enough if I data bind "Communication option types" alone? because addition in communication type is not reflecting. should I add it directly in respective instance?
On the account section, i would like to filter accounts which have not received any email
I tryed to used the "History on account section" with the Object email but it looks like it did not work because in my example below the account is having an email in its timeline tab.
On the account i ve an email record in the history tab:
Does anybody knows how can i retrieve accounts with no emails history ?
I have a need to add additional status's to the case workflow and for one of them I need to pause the case SLA timers. I am adding under 'Waiting for Response' a new case status 'Session booked' as that has a number of specific actions generated for it and for this additional status, how can I also put a pause on the case.
The documentation just indicates that cases are paused when moved in to a 'Waiting for Response' stage, but I cannot find a process or field which controls this.
Thanks for your reply. I am aware of the process of using the Case Designer to add another stage in the process, and also the ability to group them, for which this entry is intended to be grouped with the Waiting for Response stage that already exists. It is the method of applying a pause to the SLA timer when a user puts a case in this stage that I cannot find how to do.
I looked at using a process, for when a case changes to that stage, but I cannot find a no-code method of pausing the SLA timer.
Do you, or anyone else know how to put the pause in place?
To see the event response for the needed user you can check the "Response" column from the "Events" detail on the Contact page. The mentioned detail is connected directly with the "Events" section (additionally this connection also interacts with marketing active contacts logic).
In case you want to add the specific contact to the Event please use the standard way to add events records: go to the "Events" section, open an event, go to the audience of this event and add event participant there (you can also read more about event page here). After that, the event will appear in this detail as needed.
In the article below you can find more information about the Events responses:
