Hi

I'm not able to find detailed documentation for Partner Portal functionality (only examples of how to set a new one).

My question is, how the Current point indicator is calculated and how I can set the calculation conditions? 

The second issue is the current Lead number indicator - is it calculated automatically? 

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Dear Paulina,

Points are counted according to lookups Level of partner and Level partnership parameters.



Detail Partnershi...MoreLess

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Dear community

I've installed the addon Detail summaries for Creatio | Creatio Marketplace, then I configured on details and now the detail does not show up.

I checked in the browser console and I see the following error.

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Hi Stefano,

I have successfully added a detailed summary (average of opportunity amount) on the 'Opportunities' detail in the 'Accounts' section...MoreLess

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Hello!

I am trying to make a boolean field editable based on  another boolean.

Can anyone provide me a code format of business rules for mobile and correct file where to put them.

Thanks.

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Hello,

You need to create a separate module and then add it to the mobile application manifest (PagesExtensions property of the object model)...MoreLess

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Hi Community,

I've this situation where I need to get the value from a section quick filter and use it on another filter. For example, I've two quick filters one for the Accounts and other for Contacts. I want to filter the Contact Filter values based on the Account I've selected.

In other words, if the Account is "Teste1", my Contact Filter should return all the Contacts that belong to the "Teste1" Account.

Any sugestion on how to achieve this?

Thanks in Advance.

Best Regards,

Pedro Pinheiro

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Hi Pedro,

The logic of the drop-down list forming in the quick filter is stored in the CustomFilterViewModelV2 model inside the getLookupValueColumnList...MoreLess

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HI,

Currently I have my Creatio set up to use an individual's person mailbox for sending system emails e.g. the Mailbox for sending email with information on approval. This causes issues, as this persons mailbox gets filled up with sent items which are not appropriate.

We use Office 365 for mail and...MoreLess

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Dear Mark,

For now, distribution group mailboxes are not supported on our platform. I will ask our developers to take into consideration your...MoreLess

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How to add campaign lookup in Activity ?

Connected to detail on Activities  is a system object which doesn't open detail wizard. 

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Dear Shailey,



We have replied to you on this matter within the created support case - Case 0974458: Campaign lookup not available in Activities...MoreLess

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Dear community,

I've installed the "Change log for Creatio" addon from marketplace.

I tried to configure it on Account entity, but when I try to configure the columns in the logging schema page no columns are showed, for other sections it works.

In the past I've enabled the standard change log feature for the account entity.

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Hello Stefano, 

The logging works for the other sections, so the issue can be in scheme columns. Can you please tell are there any errors...MoreLess

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Hello colleagues,

Somebody using this app? 

First of all understand if it works with FastReport printables, ad if the case:

Could you share, please some tips to populate the parameters? With the documentation provide I have doubt's and, of course, getting errors using it on those parameters...MoreLess

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Hi Julio,

This app only supports .docx printables, therefore the 'Convert to PDF' parameter must always be 'False'.

Here is ho...MoreLess

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Dear community,

We have set an approval for our invoices. Our users get a notification to approve or reject an invoice. While using the notification center we noticed that the notifications are quite limited in information.

Question: How do we show more info in the notifications like contact name or invoice amount?

Now: https://prnt.sc/10jjew0

Idea: https://prnt.sc/10jjga5

Kind regards,

Yosef

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Hello Yosef,

First of all you will need to create a custom container that could contain all the needed information (this should be added t...MoreLess

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Hello Colleagues,

In a process I need to publish some articles or info regarding some specific contacts in Customers. Those are specifically to one contact in the account.

I get the contact id, but don't know how to get the id of the user that belongs this contact to could add permissions to the article in the knowledge base,

Some ideas, please?

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Dear Julio,

In general - it is not possible. Theoretically you can read the system administration object and get the contact id. Anyway that...MoreLess

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