I can't see any Website events on the lead page.

I just get the message "Data loading is in progress. This may take a few seconds."

https://prnt.sc/z36psq

https://prnt.sc/z34r5w

 

It seems I get some errors in my console when I open the Website events tab on the Lead page.

 

Method: POST 
https://chessit.creatio.com/0/rest/TrackingReportService/GetLeadFeed
Error 400 Bad request

 

I created the Lead via Landing page and my Website events should be set up correctly.

 

 

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Best reply

Dear Julius,

 

Thank you for your patience and for contacting us at support@creatio.com.

 

As we have discussed in our email thread the new web tracking functionality has been currently revoked for revision.

 

When the revision would be completed it will become available on all sites for all customers.

 

For now, the old web-tracking can be used - it is still available!

 

 

Please be advised that we will let you know once the New web tracking functionality would be live!

 

Thank you for your cooperation!

Take care!

 

Regards,

Danyil

Dear Julius,

 

Could you please contact us at support@creatio.com in order to provide the best services?

 

Please be advised that the answer on the question would be still posted here after resolution.

 

Thank you!

Dear Julius,

 

Thank you for your patience and for contacting us at support@creatio.com.

 

As we have discussed in our email thread the new web tracking functionality has been currently revoked for revision.

 

When the revision would be completed it will become available on all sites for all customers.

 

For now, the old web-tracking can be used - it is still available!

 

 

Please be advised that we will let you know once the New web tracking functionality would be live!

 

Thank you for your cooperation!

Take care!

 

Regards,

Danyil

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In the Contacts section, I need to filter all the contacts that ever got emails Titled "Thanks" (NOT bulk emails, just simple emails). These emails are displayed here:

I tried any available lookup, yet no success. Which object should be used?

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Maybe like this. But I'm not sure.

https://prnt.sc/z38p5x

That's Participant instead of Owner.

Dear Yuriy, 



The option proposed by Julius above should work for the described purpose. 

Please use Email Participants object to get list of contacts which were in the needed bulk email's audience.



Kind regards,

Roman

Julius,

Thank you! I specified the question: NOT bulk emails, but simple emails

Dear Yuriy, 



In this case you need to build filter like this:



Kind regards,

Roman

Roman Brown,

Roman, that doesn't work for me! That gives only a few contacts. For instance, Darren is not among them. I suspect the contacts don't have activities, just emails. What table stores the emails?

Yuriy Konstantinov,

Activities and emails are stored in the same object, but just in case try to remove type=email filter and check if it helps. 

 

Best regards,

Angela

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Hello Colleagues,

 

I need to add a different "filter Business rule" for the same field regarding the value of another field, this is not possible using the Filter Business rule wizard, how can I did it?

 

In my case, regarding the contact Account Type I want to filter the possible Contact Types we want to enable, for example

  • if the account type is Our Company, contacts type just can be Employee,
  • if account type is Customer, contact type just could be "Customer" or "Contact Person"

 

Thanks in advance

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 Dear Julio,



Unfortunately, it is not possible to implement this logic through Business rules as we cannot create business rule for contacts in accounts.



The solution here will be to build the described filter using EntitySchemaQuery.

Here is the article - https://academy.creatio.com/docs/developer/back-end_development/working…



Best Regards,

Ivanna

Thanks Ivanna

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Hello community,

 

There are numerous use cases where Creatio filters for some data before showing on the UI. Few examples below - 

  1. Writing ESQ from JavaScript where we filter an object for only select records by adding filter groups. 
  2. User applying of a filter in a section list page or a detail. 
  3. When we add a detail to a Section record page, we map a column from the detail to a column in a section record. This is how Creatio filters for only the detail records belonging to that section record and displays the records subsequently. 

Few questions below which will help us explain Creatio better with our customers- 

  1. At which layer does Creatio execute these filters? Is it at the Application layer or at the Database layer? It is unlikely that it is at the App layer. Can you confirm that these happen at the DB layer and only the filtered records are fetched to the App layer and subsequently passed back to the UI?
  2. I am guessing that the Creatio ORM would aggregate all of the filters and frame a query which filters for the required data and then execute this at the DB layer? Excuse the over-simplification. Can you confirm and share a few more details on how this done? This would give us insight into the Product architecture and help us understand the product better.

If these insights are already available in the Documentation, Request you to share the link. Thanks in advance!

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Hello,

Yes, all filter conditions are added as conditions for queries and are performed at the database layer. You can see this if you install Creatio locally and run SQL profiler. You'll notice as an ESQ gets executed that ultimately this is translated to a SQL query with the filter conditions in the where clause.

Additionally, as a related side topic to mention to your original question which might be of interest, you can also create SQL views in the database containing aggregates/joins/unions/ranks/partions/etc and create an entity/object for that view. These objects can then be used normally in section lists, details, dashboards, reports/printables, and even read via OData/DataService APIs etc. This is a fantastic way to create what would be a complex or time consuming query and make the results readily available in the client.

Hope this helps with your question.

Ryan

Hello Shrikanth,

 

We can confirm that filtering conditions are configured as conditions for queries and they are being performed on the DB layer, but not the application layer.

 

We will ask the responsible team to add more information relateable to this kind of topic to the Academy. At the same time, please check the articles included in this section, they should be useful for further development operations:

https://academy.creatio.com/docs/developer/back-end_development

 

Thank you Ryan for your help!

 

Best regards,

Roman

Ryan Farley,

Thank you Ryan. Yes, I was aware of the views and similarly noticed usage of Stored procedures in the community. This prompted my question. 

Roman Rak,

Thank you Roman for the answer.

Ryan Farley,

 

If I can quote:

you can also create SQL views in the database containing aggregates/joins/unions/ranks/partions/etc and create an entity/object for that view

If I were to create a SQL view, how would I create an entity/object of the view?  Thanks,

 

[Edit]

I think I have the answer here Creating View Type Object in Creatio | Community Creatio

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Dear team

 

Today I’ve installed on production tenant the "Excel report builder" available on the marketplace.

Before installing it I tried to install on a test tenant and everything is fine.

Now, when I try to add the new section “Excel reports” to Studio workplace I receive an error on the browser console and the section doesn't appear on workplace.



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I get this often with the Excel reports builder package. Usually after logging out and back in (sometimes after a couple of times) it usually lets me add it to the workplace eventually. Not sure why this happens, but it only ever seems to happen for me with this package (and happens often with this one)

Ryan

In the mean time, you can still navigate to the Excel reports section by entering the url

/0/Nui/ViewModule.aspx#SectionModuleV2/IntExcelReportSection/

Ryan

Thank yo very much Ryan.

 

Hi Stefano,

 

To apply the changes, we recommend logging out and logging back into the application again (just like Ryan says above). If the issue persists, try adding any basic section to the workplace first, and after that add the 'Excel reports' section.

 

Hope this helps.

Thank you very much Svetlana!

The second trick has worked!

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Stack trace:

[SqlException (0x80131904): Login failed for user 'DEV\SRV-DEMO03$'.]

 

Connection string:

  <add name="db" connectionString="Data Source=SRV-DB01\MISC02;Initial Catalog=demo03_Creatio_717;Persist Security Info=True;Integrated Security=SSPI;MultipleActiveResultSets=True;Pooling=true;Max Pool Size=100; Async = true" />

 

I checked my connectionStings.config and web.config -files and I cant find the DEV\SRV-demo03$ user anywhere.

I have created a user in the database in SQL Server Manager. But I don’t think it’s used in the setup at the moment.

https://prnt.sc/ydul7n

How can I modify connectionsting to use another dabase user?

 

 

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Hi Julius,

If you're wanting to specify a user in the connection string, remove:

Integrated Security=SSPI

and replace with:

User ID=username; Password=password

The current user context for DEV\SRC-DEMO03$ would be coming from the IIS app pool context.

Ryan

Hi Julius,

 

Please check if you have the correct user login and password specified in IIS > Application pool > Advanced settings > Identity.

 

Best regards,

Bogdan S.

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See attached print screen please.

It’s the error message I get in Zapier while actually triggering a test.

Is there a setting in Creatio required in order to allow this connection? Please does someone have a solution?

----------------------------------------

image001.png

 

----------------------------------------

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Hello Guido,

 

Hope you're doing well.

 

You can find additional information related to this behavior in another Community post:

https://community.creatio.com/questions/having-issues-creatio-connector…

 

Kind regards,

Roman

Hello Guido,

 

Your attached print screen is not available for preview.

Please add the print screen via a link.

 

Thank you!

Svetlana Kobizka,

 

Please find below,

Regards

Guido

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Hi Guido,

 

Thank you for providing the screenshot.

 

We have reproduced the issue and submitted it to the responsible team. As soon as they are done with the issue analysis, we will get back to you with a solution.

 

Have a good day!

Hi Svetlana,

Did you get a solution for it as our free Zapier account will be closed in a few days. We want to test it before.

Guido

Hi Guido,

 

The team responsible for this connector has changed and they need more time to investigate and fix the issue.

Another clarification from your side will be helpful though: what is the system you are trying to import contacts from?

 

Please accept our apologies for this inconvenience.

The system which we use is Squarespace for our webpages

Hi Guido,

 

Thank you for the clarification. I have submitted this info to the responsible team.

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Is it possible to have multiple current jobs in different accounts for one contact? E.g. a contact works for two companies (two accounts). One account will be the primary account, but the contact is not shown in the other not-primary account. We want to show the contact as a contact for both accounts.

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Dear Guido,

 

You can create separate detail in the contact section that will show connections between contacts and accounts if there are multiple connections. You can also use the Relationship tab, But one contact can be primary only for one account, and in OOB fields it will always be connected to one account. 

 

Best regards,

Angela

Dear Angela,

Do you mean the " Connected to" section?

What do you mean by the Relationship tab.

Where can I find it in the Academy?

Regards

Guido

Guido Buurlage,

Please check this link: 

https://academy.creatio.com/docs/node/1768

 

Best regards,

Angela

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After our latest upgrade to 7.17.1 there are now many more notifications that show up based on cases the user is following. Our users used to rely on notifications from feed post mentions to know if they need to look at a case. Now they are flooded with notifications every time a new email is attached to a case, and our users rely too heavily on emails to communicate in cases so there is an excessive amount of notifications for them to look through. Is there a way to filter which types of notifications a user receives? Is there a way to configure certain objects, for example so emails don't cause new notifications?

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Dear Mitch, 



In order to disable these notifications please do the following: 

1.) Disable the feature with Code 'NotifyOfNewSocialMessages'

2.) Turn off the process with Name "NotifyOfNewSocialMessages"



Kind regards,

Roman

Roman Brown,

 

What about for Emails? (The email icon in the communication panel). Is your suggestion for the Notification object that updates the bell icon? What object updates the email icon with a little red number?

Dear Mitch, 



My suggestion relates only to feed messages and doesn't affect system, processes or email notifications. 

As for your second question - the counter of new email notifications is being updated when the new message is received via websocket and this information is not reflected in DB. 



Kind regards, 

Roman

Roman Brown,

 So the new email notification counter cannot be turned off using standard settings? I just want to confirm this so I can tell my users who are asking me to turn it off.

Mitch, 



Unfortunately, there are no user tools to disable the mentioned notification counter. 

We will register the proposition for the responsible R&D team to add this functionality in future Creatio releases. 



Kind regards,

Roman

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Hello, is it possible to have the global search include records from custom sections I've created? It appears to only search ootb sections. 

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You can try enabling the indexing for full text search option in section wizard.  https://academy.creatio.com/docs/user/no-code_customization/ui_and_busi…

Can that only be done upon initial setup? I set this custom section up a year ago and now if I go to the section wizard I don't see that option.

 

Dear Mitch, 



Can you please check SysModule table and make sure that for this section value of "GlobalSearchAvailable" column is set to 1? 



Kind regards,

Roman

Roman Brown,

 It was not set to 1, I updated the column so it was now 1. But still, this section does not show up in the global search.

Dear Mitch, 



Please contact our support team at support@creatio.com with a short description of the issue or simply provide a link to this post so we could help you with it. 



Kind regards,

Roman

Will this work for detail columns also ?

Dear Shailey, 



Can you please provide more details on your question?



Kind regards,

Roman

Hello,

 

same questions:

 

1. Custom section is set up as indexing for full-text search but I dont see in a result window.

2. Enabling section for fulltext search: would it find the details records aswell. For example if I search for product name, it find me all orders where that product in placed. Will it work for custom section as well with products detail?

Dmytro Oliinyk,


Did you manage to make it work? I'm curious about this too.

 

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