When I try to download an Opportunity excel report ("Edit page report") I receive this error:

"Name \c contains invalid characters"

without any other info

 

 

 

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3 comments

Hi Gabriele,

 

We need more data to reproduce the issue:

1. Is this error specific to a single opportunity, or is it triggered for every opportunity?

2. Does your report have any text columns with HTML markup (for example, Notes or Feed messages)?

 

Hi Alexander Demidov,

1 - the error is triggered for every opportunity

2 - no

 

The problem seems to be in the "handling" of the excel file.

Here an example of a template:

https://www.dropbox.com/s/p8z7hpwh0evbx4t/PBU_1.xlsx?dl=0

 

In the previous version the problem was not there.

 

Best regards

Hi Gabriele,

 

You are correct. The most likely cause of the error is the Excel template itself. Please create a similar report without a template. Download the report and use the file as a basis for the template. Add one worksheet at a time to the file and test it.

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I'm trying to create virtual column lookup. But, the result is the lookup view by default open with Selection Window, in other side I want to change to list.

 

How to implement this functionality?

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Best reply

Hi Ahmad,

You can add "isSimpleLookup" to the virtual lookup attribute to make it a drop-down instead of a popup lookup window.

Example:

"TypeLookup": {
    dataValueType: Terrasoft.DataValueType.LOOKUP,
    isSimpleLookup: true,
    referenceSchemaName: "AccountType"
}

Ryan

Hi Ahmad,

 

please refer to this link where the same question is explained

 

https://community.creatio.com/questions/convert-comboboxedit-gridlist-o…

 

P.S. It will be much easier to create lookups and choose the required view in Lookup Settings. Please check the example below :

 

 

Best Regards, 

 

Bogdan L.

 

Hi Ahmad,

You can add "isSimpleLookup" to the virtual lookup attribute to make it a drop-down instead of a popup lookup window.

Example:

"TypeLookup": {
    dataValueType: Terrasoft.DataValueType.LOOKUP,
    isSimpleLookup: true,
    referenceSchemaName: "AccountType"
}

Ryan

Ryan Farley,

Thank you Ryan, this is what I was looking for.

Bogdan Lesyk,

Hello Bogdan, I actually created a virtual column. So i can't change the configuration through page setup.

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Hello all,

 

I am trying to enable OAuth 2.0 authorization for configuration web services on a on-premises Creatio v7.17/MS SQL instance. I followed this article and got stuck at Point #3 (Creating default resource). Has anyone been able to enable OAuth 2.0 successfully?? Pls find below some details reg my use case - 

 

On trying to add a default resource from the Creatio GUI, we get an error. Ref "Error.png". There is no mention of having to change/fix 'IdentityServerClientId' and 'IdentityServerClientSecret' system settings in the Academy article. The article only mentions OAuth2.0 settings. I went ahead and set the same ClientId & ClientSecret in the above two system settings also. The same error continues.

 

I have attached a few files for your reference - 

  1. 'Error' log file.
  2. 'OAuth20' log file (It says [BadRequest] invalid_scope)
  3. appsettings.json file used to setup IdentityService.
  4. There is a console error which says Ext.JSON.decode is unable to decode the JSON string. However gives no info reg which JSON string it is speaking about. Ref "ConsoleError.png"
  5. Pls find below value of all relevant system settings - 
    1. OAuth20IdentityServerUrl & IdentityServerUrl - "http://localhost:90" (This is where IdentityService is hosted)
    2. OAuth20IdentityServerClientId & IdentityServerClientId - "bpmonline-designer"
    3. IdentityServerClientSecret & OAuth20IdentityServerClientSecret - "665b6f638c2da3ecc5d3a1868eb9352f6e01ee4a"
  6. Few other data points - 
    1. Creatio installation website is still on HTTP and not on HTTPS. 
    2. Identity service website supports both HTTP & HTTPS. But setting the HTTPS url as the Server URL errors out.
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Hello, 

 

There are a few possible root causes of the issue and it's hard to tell the exact one only with the information provided and with no access to the instance. 

Please contact our support team via an email: support@creatio.com and submit the support request so we could check all the needed details. 



Thank you in advance!

Best regards, 

Anastasiia

Anastasiia Zhuravel,

Thanks Anastasiia. I have already done that

M Shrikanth,

 

I have the same issue. Did you find any solution?

 

Thanks

Mohamed

Mohamed Ouederni,

No yet Mohammed. I have written to Creatio support and the issue is yet to be resolved. 

Hello,

I'm having the same issue, too...did you or creatio support find something out?

 

Thanks,

Robert

Hello together,

I have successfully configured OAuth 2.0 authorization on my localhost. I had the same error as you, to check ClientId and ClientSecret. After checking with Creatio support, the problem was in appsettings.json with Clients part of configuration. I have copied Client block of code from Step 10 of this article into appsettings.json (\"AllowedScopes\": part was missing) and after that successfully Generated default resource. Please try that and let us know if it worked. Thanks.

Getting the below error ,could you please help on this.

We are able to integrate.Just need a small change need to give  Authorization server Url for OAuth 2.0 integrations http://localhost:5000/
need to go to root dirctory of identityService and run dotnet IdentityService.dll in cmd or terminal

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Hello,

A user has a phone call that does not hang up and is still displayed in the call section for 3 days.

What solutions are there to solve this problem, please?

Creatio version: 7.17.4.2265

Telephony under Asterisk

 

 

 

 

Best regards

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3 comments

Dear Antoine, 



Please contact our support team via an email: support@creatio.com and submit the support request so we could check it.

Please provide us with more detailed information on this issue in your letter and mention about the community post you have created on this issue. 



Thank you in advance.



Kind regards,

Roman

Hello Roman,

 

I have sent my request to support as requested.

 

Thank you.

Hello Antoine, 



Such situations occur when during a call the connection between TMS service and Asterisk is lost. TMS service restart is required to fix the issue. 



Best regards, 

Yurii. 

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I have this Action Item and onClick of it, want to trigger a Business Process. How can this be achieved?

 

Thanks

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Dear Anu, 



Can you please specify with more details on how exactly would you like to trigger the process? 



Thank you. 

AnuRoman Brown,



Here is the Academy article to call the BP (Business Process) from the Action items menu.

https://academy.creatio.com/docs/developer/integrations_and_api/busines…

 

Sample,

 

define("AccountPageV2", ["ProcessModuleUtilities"], function(ProcessModuleUtilities) {
    return {
        entitySchemaName: "Account",
        methods: {
            // Проверяет, заполнено ли поле [Основной контакт] страницы.
            isAccountPrimaryContactSet: function() {
                return this.get("PrimaryContact") ? true : false;
            },
            // Переопределение базового виртуального метода, возвращающего коллекцию действий страницы редактирования.
            getActions: function() {
                var actionMenuItems = this.callParent(arguments);
                actionMenuItems.addItem(this.getActionsMenuItem({
                    Type: "Terrasoft.MenuSeparator",
                    Caption: ""
                }));
                actionMenuItems.addItem(this.getActionsMenuItem({
                    "Caption": { bindTo: "Resources.Strings.CallProcessCaption" },
                    "Tag": "callCustomProcess"                
                }));
                return actionMenuItems;
            },
            // call you porcess
            callCustomProcess: function() {
                var contactParameter = this.get("PrimaryContact");
                var args = {
                    // Process name
                    sysProcessName: "UsrCustomProcess",
                    // parameters process
                    parameters: {
                        ProcessSchemaContactParameter: contactParameter.value
                    }
                };
                // run process
                ProcessModuleUtilities.executeProcess(args);
            }
        }
    };
});





BR,

Bhoobalan Palanivelu

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I have the add-in loaded, Calculation of working days in business processes.

Trying to use the "Add Business Days" user task.

Calendar is set, number of days is set, start date is set, end date is empty.  When processing, it throws an error:

 

Npgsql.PostgresException (0x80004005): 42883: operator does not exist: boolean = integer

   at Npgsql.NpgsqlConnector.d__157.MoveNext()

--- End of stack trace from previous location where exception was thrown ---

   at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()

   at System.Runtime.CompilerServices.TaskAwaiter.HandleNonSuccessAndDebuggerNotification(Task task)

   at Npgsql.NpgsqlConnector.d__156.MoveNext()

--- End of stack trace from previous location where exception was thrown ---

   at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()

   at Npgsql.NpgsqlConnector.d__156.MoveNext()

--- End of stack trace from previous location where exception was thrown ---

   at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()

   at System.Runtime.CompilerServices.TaskAwaiter.HandleNonSuccessAndDebuggerNotification(Task task)

   at Npgsql.NpgsqlConnector.d__163`1.MoveNext()

--- End of stack trace from previous location where exception was thrown ---

   at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()

   at Npgsql.NpgsqlDataReader.d__32.MoveNext()

--- End of stack trace from previous location where exception was thrown ---

   at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()

   at System.Runtime.CompilerServices.TaskAwaiter.HandleNonSuccessAndDebuggerNotification(Task task)

   at Npgsql.NpgsqlDataReader.NextResult()

   at Npgsql.NpgsqlCommand.d__71.MoveNext()

--- End of stack trace from previous location where exception was thrown ---

   at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()

   at System.Runtime.CompilerServices.TaskAwaiter.HandleNonSuccessAndDebuggerNotification(Task task)

   at Npgsql.NpgsqlCommand.d__92.MoveNext()

--- End of stack trace from previous location where exception was thrown ---

   at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()

   at System.Runtime.CompilerServices.TaskAwaiter.HandleNonSuccessAndDebuggerNotification(Task task)

   at Npgsql.NpgsqlCommand.ExecuteDbDataReader(CommandBehavior behavior)

   at Polly.Policy.<>c__DisplayClass119_0`1.b__0(Context ctx, CancellationToken ct)

   at Polly.Policy.<>c__DisplayClass129_0`1.b__0(Context ctx, CancellationToken ct)

   at Polly.Policy.<>c__DisplayClass103_0.b__1(Context ctx, CancellationToken ct)

   at Polly.NoOp.NoOpEngine.Implementation[TResult](Func`3 action, Context context, CancellationToken cancellationToken)

   at Polly.Policy.<>c.b__103_0(Action`2 action, Context context, CancellationToken cancellationToken)

   at Polly.Policy.ExecuteInternal[TResult](Func`3 action, Context context, CancellationToken cancellationToken)

   at Polly.Policy.Execute[TResult](Func`3 action, Context context, CancellationToken cancellationToken)

   at Polly.Policy.Execute[TResult](Func`1 action)

   at Terrasoft.Core.DB.DBExecutor.FailoverExecuteReader(DbCommand command, Func`1 func)

   at Terrasoft.Core.DB.DBExecutor.d__88`1.MoveNext()

--- End of stack trace from previous location where exception was thrown ---

   at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()

   at System.Runtime.CompilerServices.TaskAwaiter.HandleNonSuccessAndDebuggerNotification(Task task)

   at Terrasoft.Core.DB.DBExecutor.ExecuteCommand[TResult](Func`2 commandExecutionCallback, String sqlText, QueryParameterCollection queryParameters, CancellationToken cancellationToken)

   at Terrasoft.Core.DB.DBExecutor.InternalExecuteReader(String sqlText, QueryParameterCollection queryParameters, CommandBehavior behavior, CancellationToken cancellationToken)

   at Terrasoft.DB.PostgreSql.PostgreSqlExecutor.<>c__DisplayClass41_0.b__0()

   at Terrasoft.DB.PostgreSql.PostgreSqlExecutor.ExecuteInLockIfInTransaction[TResult](Func`1 action)

   at Terrasoft.DB.PostgreSql.PostgreSqlExecutor.InternalExecuteReader(String sqlText, QueryParameterCollection queryParameters, CommandBehavior behavior, CancellationToken cancellationToken)

   at Terrasoft.Core.DB.DBExecutor.InternalExecuteReader(String sqlText, QueryParameterCollection queryParameters)

   at Terrasoft.Core.DB.Select.d__54.MoveNext()

--- End of stack trace from previous location where exception was thrown ---

   at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()

   at System.Runtime.CompilerServices.TaskAwaiter.HandleNonSuccessAndDebuggerNotification(Task task)

   at Terrasoft.Core.DB.Select.ExecuteReader(DBExecutor dbExecutor)

   at Terrasoft.Configuration.GlbCalendarServiceUtils.GetWeekEnds()

   at Terrasoft.Configuration.GlbCalendarServiceUtils.AddWorkingDays(DateTime date, Int32 days, Guid incomingCalendarId)

   at Terrasoft.Core.Process.Configuration.GlbAddBusinessDays.InternalExecute(ProcessExecutingContext context)

   at Terrasoft.Core.Process.ProcessActivity.ExecuteElement(ProcessExecutingContext context)

   at Terrasoft.Core.Process.ProcessActivity.ExecuteItem(ProcessExecutingContext context)

   at Terrasoft.Core.Process.ProcessFlowElement.Execute(ProcessExecutingContext context)

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Hello Chris,

 

Could you please double-check if you executed the script from the instruction on the Creatio deployment procedure, step 8?

https://academy.creatio.com/docs/user/setup_and_administration/on-site_…

The script name is CreateTypeCastsPostgreSql.sql file

 

Best regards,

Bogdan S.

Bogdan, thanks, but this is a creatio-hosted site.  I can run the script there via the sql console if that will work.

 

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Hi Community,

 

Is there a way we can customize the "Forecast" module, just like any other OOB module which we are able to extend and customize? Basically, we need to add new "Period", we need to enable "Actual" fields for user to update it manually. Is there a way also to import data from excel?

 

Thanks  

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Hello,

 

Yes, you can customize your forecasts as any other module. Here are some examples of customizations in forecasts.

https://academy.creatio.com/docs/developer/elements_and_components/fore…

As for import - for now it is not possible but it is planned in future application versions.

 

Regards,

Dean

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Hi Community,

 

How does the system is calculating the "Actual" in forecast? What is its parameters. I tried to click the Calculate button but nothing happens, "Actual is still 0".

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Hello,

 

Actual column calculates opportunity amount.

Here is the example of created opportunity current month:

Formula and conditions for actual column calculation:

And result:

 

Make sure your calculation condition is satisfied so that the calculation could be performed.

 

Regards,

Dean

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Hi,

how can I change the code in client modules and add my own? I am still a beginner and it would be cool if someone could help me understand how to work with modules in Creatio. In general, I have a task: I need to figure out how to change the title on the "contacts" page. I need to understand how to change the name (here it is Aссom)

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Hello!

 

The title of the record can be changed on the record page itself:

 

More detailed information about section records like accounts and contacts can be found in the Accounts and contacts Academy article. 

 

If you require any additional assistance on the Creatio system workflow, you can contact our Info Department at info@creatio.com. We will be happy to support you. 

 

Best regards,

Olga. 

Olga Avis,

thanks for the answer! I have one more: how can i modify the code in custom creatio packages? For example, I want to change the base code to mine

Hello Adam, 

 

Please take a look at the Getting started with the development Academy article and its sub-articles:

If you would like to know more about the specifications of the Creatio system, you can refer to the Creatio Training features like e-learning courses, guided learning, webinars, etc. 

 

Kind regards, 

Olga. 

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Hi Community,

 

We trigger Generate source code for all items on our on-premise system. But upon checking "\Pkg\[Our Custom Package]\Schemas" in our local directory some schemas were missing what could be the problem? Most of our source code schemas were not generated.

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Hello Fulgen,

 

Hope you're doing well.

 

Please try to perform the following actions in configurations:

1. Update database structure where needed.

2. Generate source code for all items.

3. Compile all items.

4. Flush Redis.

5. Restart the website.

This should help.

 

In case there appeared errors on the generation or compilation step, please check the logs (usually can be found in C:\Windows\Temp\Creatio\Youre_Site_Name) to find out the reason of such behavior.

 

Best regards,

Roman

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