How do you import data without creating any records? The main goal is to only update records.
Example:
We import a list of contacts with upated emails but it's possible that someone has changed their names. These people shouldn't be created in creatio but rather ignored. (matching column is name)
I have made a custom action in a custom section which opens the Employee section as pop-up and the selected Employee will be having an activity assigned to him(through business process whose Code is put in the action's On click attribute).
This is done for assignment of Field Sales agent a bulk...MoreLess
So have this default Opportunity Section which we edited to change the UI for creating a New Record (see image for reference). Then we change it in a way that choosing customer can only be through accounts, which we are having the prompt error actually.
Question
After checking all the previous version of OpportunityPageV2, I can't find anything that prompts this error, any thoughts/comments?
in the Account section page, i'm trying to change the display of some timeline tiles (the Order one for example). I can hide some fields i don't need by modifiying the TimelineTileSetting data ('0ef5bd15-f3d3-4673-8af7-f2e61bc44cf0' for Order).
What is the best way to restrict a user from being able to put a Case in the closed status if there are tasks associated with the case that are in the not started status?
Hi, I've used this application before and my understanding is that it should create an activity per each account that is part of the selected segmentation (account folder).
I did so, but when I activate the process, it only creates 1 activity for just1 account. I tried several different folders, and the result is the same. Am I missing something or is this an issue? Thanks for any suggestions!
We have a section and there are few fields added to that section. To that section we have added a detail. Later, we are giving access to the section for read and editing of the fields in the section. The fields within the section is edited based on the access given to the user...MoreLess
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