Dear Gokul,

Thank you for your question!

Please be advised that this issue has been resolved within the support ticket submitted to us.

As discussed in the ticket, we recommend using the following link to deploy the PostgreSQL in the local instance:

https://academy.creatio.com/documents/administration/7-16/postgresql-da…

We appreciate your cooperation!

Thank you!

Regards,

Danyil

Danyil Onoprienko,

Thank you for providing solution. I was able to resolve the error.

Dear Harvey,

Thank you for your question!

Please be advised that the only way to implement a similar logic to the one you are mentioning would be using the additions Arrow`s functionality.

When you click on a Conditional Flow Arrow you may choose the "Set up responses for transferring participants" as in the screenshot below:

You may use the "Filter conditions" and the "Email delivered" options to set up the logic you require.

In addition, you may follow these links below to read more about Marketing Campaigns:

1. https://academy.creatio.com/docs/user/marketing_tools/marketing_campain…

2. https://academy.creatio.com/docs/developer/elements_and_components/mark…

Hope this would be useful!

Please do not hesitate to contact the Support team in case you have any additional questions!

Regards,

Danyil

Yeah, so this is the fairly unintuitive and cumbersome implementation I was referring to - for one, each path has to be set up to have the same delay and then each of the conditions has to be entirely complete and mutually exclusive, otherwise I assume the behaviour between overlapping conditions would just end up being one of them gets picked randomly (as far as the user is concerned). A minor change which would improve this would be to add some kind of priority to the options, so path A's conditions are checked first, B's second etc, but that would still require setting each delay to the same value manually which is a pain.

As mentioned in my post, these conditions on the transitions as they currently stand with email action conditions separate from other filter conditions also leads to needing 2 transition paths between the same 2 campaign elements in certain circumstances to represent OR groups, such as the one I laid out in my initial post - this is incredibly unintuitive for developers, let alone end users, I would argue.

I would be very interested to know how Creatio teaches marketing end users to use the marketing campaign flow designer, as beyond very basic flows it feels like things get unintuitive quite fast.

In fact, I've just noticed it is not possible to set up 2 transitions from one element to another, so some transitions conditions are actually impossible to implement in the Campaign Flow! My example is that you have an email sent out, and the following transition logic from that email step:

1. Transition to element X if the email was opened and the Lead's score is greater than 3

2. Transition to element Y otherwise (i.e. the email was just delivered OR the lead score <= 3)

As far as I can tell, this is actually impossible to implement in Creatio because the email result conditions cannot be OR'd with the data conditions, and you cannot set up 2 flows out of the email element into the same step (step Y in this example) as a workaround.

Dear Harvey,

Thank you for your patience and dedication to this question!

Please be advised that we would recommend contacting your PSM or CSM manager directly in regards to the Creatio Platform training.

In addition, I have double-checked the initial question about IF\ELSE logic and I can confirm that the "Conditional Flow" arrow is the only option to perform the desired logic.

Please be advised that we have made an Idea-request for our developers to review about this question.

We appreciate your cooperation!

Regards,

Danyil

Thanks Danyil, I did find a workaround for adding the conditions I mentioned, which is to have conditional flows out of the Email step *only* based on email response (opened, delivered etc.) then have any additional data conditions on flows leading out of a dummy step afterwards (I used a timer set to "Every day" and the time period to cover all times). Obviously this isn't the most intuitive solution for marketing end users, especially given the use of a timer step as a dummy/decision step - it would be useful to have a decision step similar to how the XOR element is used in Business Processes at least.

Hi Pedro,

I had no issues with generating a report in Studio Creatio, Enterprise Edition, version 7.17.2.

Please send us more information to help us reproduce this issue. What we need the most are the name of your Creatio product and its version. Moreover, do you use *.xlsx file templates in your reports? Can you see any error messages in the console after clicking to generate a report?

It is better to add this record automaticaly in a Process when new Account is added, so user will be able only to edit it.



And then you can add methods to the detail schema:



 

getDataImportMenuItemVisible: function() {
				return false;
},
getDeleteRecordMenuItem: function() {
				return false;
},
getCopyRecordMenuItem: function() {
				return false;
},
getAddRecordButtonVisible: function(){
				return false;
}

thank you very much Vladimir

can try a business rule on the approval object for status = negative , make comments mandatory. not sure if this will work on the prompt!

Hello,

You need to create a replacing view model for PreconfiguredApprovalPage and add a code similar to this one:

attributes:{
				"Comment":{
					"dataValueType": this.Terrasoft.DataValueType.TEXT,
					"isRequired": {"bindTo":"isCommentRequired"}
                }
          },
          methods: {
            isCommentRequired: function(){
				if (this.get("Status").displayValue=="Negative"){
				return true;
                } else {
				return false;
                }
            }
          },

In this case when the reject button is clicked the field should be filled in:

Best regards,

Oscar

Hi,

I need same functionality in the freedomUI. What changes need to be done?. I tried with the above code mentioned, but it's not working.

Please let me know if there is any way.



Thanks.

Regards,

Manideep

HI,

Unfortunately, currently, you cannot do this on a new UI.

can create a trigger based process , and basis of condition , use add data element to add record in Notification object. 

Hi Gokul,

You can create a business process like on the screenshot below:

As Shailey mentioned you can create a business process that will create a notification record that then will be displayed in the CTI panel like this:

Best regards,

Oscar

Oscar Dylan,

Thank you for your response. when will these notification be cleared? or Is it possible to clear them after sometime like a day or something?

S Gokul Aditya,

You are welcome! Notifications like this one won't be deleted from the system in case there is no additional logic for it. You can either modify the original process I sent and add the "Wait for timer" element and then the "Delete data" element to delete the notification or you can create a separate process that would be triggered once per day (using the "Timer" start process element) and delete all the records from the "Notification" object that were created on some date (for example current date - 3 days).

Best regards,

Oscar

I have a detail within a section and would have to send user specific notifications (similar to above example) in case a record is added in the detail. Can we implement it using the Notification object as I was not able to select the detail ? I understand that its a Section object (view) that was chosen. Could you guide on what should be chosen?

You can change the access rights for the folder and all the All employees role, this will make it available to all users. Click the gear icon for the folder, select Access rights, then add All employees to the Read access rights and they will be able to see the folder. Is that what you're after?

Ryan

Ryan Farley,

Exactly. Working fine, thanks. 

Dear Malay,

Thank you for your question!

Could you please check if the mobile device has the "Geolocation" turned on and if the synchronization is fine in the Mobile Application before proceeding?

We recommend synchronizing the Mobile Application more often to update the results.

Please note that in order to display the additional check-in results and show the columns in the detail list, you may add the [Check-in and check-out performance result] detail object to the page through the section wizard.

Please be advised that if the GPS coordinates of the sales rep and the visited account are in the verification range, the check-in will be verified and the status of the visit will be changed to “In progress”. 

You may use this Academy Article for your reference: https://academy.creatio.com/docs/user/sales_tools/field_sales/check-in_…

Hope this helps!

In case you have any additional questions please do not hesitate to contact the support team!

Regards,

Danyil

Danyil Onoprienko,

Thank you for your response!

The GPS is turned on in the mobile and permission for location is also allowed.

Also, when I select check-in, the time and location is not getting updated in the system.

I have attached the screenshot of the  page here:

Dear Malay,

Thank you for your patience!

Please be advised that in order for the information in the 'Actions -Visit' and in the 'Check-in and Check-out results' to appear it would be required for the user in the Mobile Application to click the 'Check-in' option as in the screenshot below and click 'Synchronize now' in the settings:

The result would be as in the screenshot below:

If the synchronizing the Mobile Application won`t help, please try Updating the DB structre for All items in the Configuration settings, Generating the Source code for all and then Recompiling the system and checking the Action - Visit detail behavior once again.

Thank you!

Regards,

Danyil

Do you see any errors in the browser console when you attempt to upload a template?

Ryan

Hi Ryan Farley, 

Thanks for the reply. Yes I am getting an error in the browser console "Uncaught Error: One or more filters are not filled, please fill in all filters and try again".

Here I have attached a screenshot.

Hello Amritha!

Thank you for your question!

Please be advised that in order for the Macros to be executed as intended you may try adding a custom Macro to the HTML code of the [ HTML ] element of the Email template. You may find more information on it here: 

https://academy.creatio.com/docs/user/marketing_tools/email_marketing/e…

In addition, I would recommend checking if the Macros was set up accordingly to these Academy Articles below:

1. https://academy.creatio.com/docs/user/marketing_tools/email_marketing/e…

2.

https://academy.creatio.com/docs/user/bpm_tools/process_elements_refere…

3.

https://academy.creatio.com/docs/user/bpm_tools/business_process_setup/…

In case you would want to add a Macro Handler you may find information on this subject here:

https://academy.creatio.com/docs/developer/front-end_development/creati…

Hope this would be useful!

Please do not hesitate to contact the Creatio Support team in case you have additional questions!

Regards,

Danyil