Hello Yosef, 

Your request can be done properly in case you have 1 stable and unique column for records in the excel file and in a system as well.

Let’s imagine the following situation: 

You have an excel file that contains “Full name”, “Email” and (some kind of unique identifier) “Birth name/Birth time” column and other columns which we may disregard. And we save the conditions described in your message: you need to update the email address and you know that some Contact names are different from the one you have in a system (ex. Alex instead of Alexander). In order to perform the import, follow the steps below:

1.  Data import – Select the needed file – Where do you want the date imported to? – Contact – Next

2.  Specify column mapping between Excel file and the system: Full name – Full name; Email – Email; Birth time - Birth time. And un-press other columns in case no update is requested for them. 

3.  Specify the duplicates search rule for data import to the system.

Important! Here you should choose only your column with unique identifier (“Birth time”), so no duplicates will be created and the existing records will be updated with information from the file. And one more thing to mention, the “Full name” column will be updated along with the “Email” column as well, but as it’s same contact and based on your comments I can assume that it’s not an issue if the changes in name are minor and relevant (Alex instead of Alexander). 

 You can consider this as an example, it can be applied to a very specific case as yours, described in detail, but I do understand that it’s a bit hard to apply to a very a general occasion. 

As of now there is no mechanism to make the system blind to the records with minor changes or implement a set of rules for AI to choose which records to ignore.

Hope, this helps.

Best regards, 

Anastasiia

Anastasiia Zhuravel,

Hi Anastasiia,

Thank you for your reply but in this case people with the same birth time(?) will be considered as the same person I think.

And this doesn't cover contacts that never existed in the system before.

So another example would be:

- Creatio has 3 000 contacts

- Import file has 20 000 contacts

goal = Update 3 000 contacts without creating 17 000 other contacts

The only solution I can think of would be to export all contacts, make a match in excel and then import only the ones that matched. 

Kind regards,

Yosef

Dear Yosef, 

That’s why I have emphasized that the column chosen for “Duplicate search” should be stable and unique identifier for the records and yes, that’s the point of a Duplicate search - the records with same value in the column will be considered as the same record so it’ll prevent system from creating duplicates and the information in other columns will be simply updated. 

Based on your second example I would agree that the most appropriate way is first to “cut off” the irrelevant 17000 contacts and after that import only the needed records to the system to update the information.

Best regards, 

Anastasiia

Anastasiia Zhuravel,

Hi,

I try importing data to Creatio, I checked the ID for the duplicate but I get an error - Row 117: Violation of PRIMARY KEY constraint 'PKM6wloFxzp2AiW27IF5551t48'. Cannot insert duplicate key in object 'dbo.Product'.

why is this not modifying the record?

Thanks, Chani

Hi Malay,

So what seems to be the issue? The process doesn't remove the rights from activity or doesn't assign them to the required employee?

Thanks.

Dean

dean parrett,

Thanks for the reply.

Yes, It is not working as it should. Right now, all employees can see and edit the records assigned to other employees.

Thanks,

Malay

Hi Malay,

I suggest you to approach the support team. It is necessary to look through the all rights settings as well as the process. You will get the solution faster in this case.

Regards,

Dean

Hello Solem,

Hope my message finds you well.

You can check the Opportunity object and find the 'Customer' column, then disable the requirement for this field to be populated. Also, you can use Section Wizard / Page Designer to find the configuration for the mentioned column. Additionally, if you use the mini-page for the Opportunity section, there also need to disable the requirement for the Customer field.

Best regards,

Roman

Hi,



I'm able to afford to fix my problem via the following code segment. I both declared this in minipage and pagev2 of opportunity.

          "Client": {
            "caption": {"bindTo": "Resources.Strings.Client"},
            "dataValueType": Terrasoft.DataValueType.LOOKUP,
            "multiLookupColumns": ["Account"],
            "isRequired": false
          },

Thanks a lot!

Dear Patrice,

Try to follow this guide on how to add a custom object to the timeline

https://academy.creatio.com/documents/technic-sdk/7-13/timeline-tab

Regards,

Dean

Hello Dean,

thanks for the answer.

In my case, i use 7-17 so i went to https://academy.creatio.com/documents/technic-sdk/7-16/introduction-17



So in AccountPageV2's TimelinePageSetting, i changed the original data, from 

          {

            "entityConfigKey": "0ef5bd15-f3d3-4673-8af7-f2e61bc44cf0",

            "entitySchemaName": "Order",

            "referenceColumnName": "Account",

            "masterRecordColumnName": "Id"

          },

to

          {

            "entityConfigKey": "9843b156-452f-463c-8cb6-7e9b3e3d5499",

            "entitySchemaName": "Order",

            "referenceColumnName": "Account",

            "masterRecordColumnName": "Id"

          },



which hold my new TimelineTileSetting Id.

is it not supposed to work like that ?



am i supposed to add a whole new TimelinePageSetting for my AccountPageV2 section like described in documentation ? or can i modify the existing one ?



Regards,

Patrice

Dear Mitch,

You can set the activities on the DCM and make them required. Thus, the users will not be able to close a case.

Regards,

Dean

Diego,

Can you please give a bit more details on your actions? Can you please share some screenshots of the issue?

Thanks.

Dean

Thanks Dean and sorry the delay responding. Here's a link to the video https://www.dropbox.com/s/g23lwhtykzbxuy6/Visit%20Campaign.mp4?dl=0

You will see that I use a filter of 2 accounts but when I activate Campaign Visits for this filter, only the first account receives the first account "Realway" receives the activity, not the second. No matter how many accounts the filter has, it does always the same. Thank you! 

Hello Amritha, 



As of now the access rights for the detail should be set separately from the access rights for the section. 

In order to do so you need to find the corresponding detail in the Object permissions list and set the same operation/record permissions as you did for the section. 

Please refer to the links below for more information regarding access rights:

https://academy.creatio.com/docs/user/setup_and_administration/user_and…

https://academy.creatio.com/docs/user/setup_and_administration/user_and…

 

That is typically how it is done, you just reinstall the package - not uninstall first. When you install a package from a zip file it does duplicate it in the installed applications list, not sure why it does that, but it's nothing to worry about. You can see in the configuration it will still just list the package itself once.

Ryan Farley,

Thank you Ryan,

Your help is appreciate.

Do you suggest to maintain the same package zip filename?