Hi,

Please provide the screenshot of the attribute under the question.

Thank you!

Best regards,

Oscar

Hi Janhavi,

Go to the advanced setting and search for the object AccountAddress.

You should see a schema which in the Base package. Open it  and click on open process button.

After that you see this screen. Click on the highlighted item and you should be able to see how the address is synced with main entity (Account) from Account address. 

Also check it in the Account object. 

regards,

Cheng Gong

Oscar Dylan,

Hi Oscar

The address field at the addresses detail as shown in the image 1. is being directly reflected to the account section address field at image 2.

Image 1.

Image 2.

Hi Robert, 

We don't have practical examples of such implementation, but you can try to export the process as a file to attachments, that's seems to be the only way to achieve it. Probably it would be not much convenient to use, but there is no such out-of-the box option in the system.

Please share the result if you succeed cause it would be splendid tip for all of us!

Thanks!

Best Regards, 

Bogdan L.

Bogdan Lesyk,

Hi Bogdan,

thanks for the answer, but I fear I don't really understand it :)

What process should I export and what is meant by "as a file to attachments"?

Thanks,

Robert

Robert Pordes,

I mean you can upload the usual file/business process file (*.BPMN), where will be the approval process you wanted to set up. 

And user who wants to perform any actions with attachment should open the "Approval file" with some logic you've made. 

This file will also be in attachments.

That's what I mean and hopefully it's more clear now :)

Thanks!

Regards, 

Bogdan L.

Bogdan Lesyk,

HI Bogdan,

thanks again for the clarification!

However, I simply want to activate the out of the box approval mechanism as it is used in other sections, like the documents.

It looks like this in the section wizard:

I know that Attachments are details, and therefore are not shown in section wizard but detail wizard.

I thought that there is maybe a trick to enable the approval for this detail.

Thanks,

Robert

Hi Carlos,

You need to check the values in the Creatio system settings connected to the Aspose service. Please refer to the screenshot below to make sure that the Aspose setting values match the respective system settings in Creatio. After applying the changes, log out and log back into Creatio to check for updates.

Alexander Demidov,

i have it like you img , But it doesn't work, it still download a MSWORD

Hi Carlos, which Creatio version and product are you currently using? This helps us reproduce the issue.



Aspose's personal page should also display the conversion requests for the relevant time period, from Creatio. Here is the dashboard link: https://dashboard.aspose.cloud/billing/api-usage/. If there are conversion requests, please send us the error details.

Hi Alex Prusakov,

1. Creatio 7.18
2. Sales

 At the Aspose's Page i have it :

I have tried with empty CORS and with a url

but the registry is not receiving any requests

hi Alex Prusakov,

Any idea what's going on?

Hi to all!

I have installed this application and on my site it works fine.

Maybe you have to recreate a printable template?

Is the problem relevant?

Hello George,

I have an article on how to remove the icons from the Actions Dashboard here https://customerfx.com/article/removing-the-facebook-whatsapp-or-telegr…

Ryan

This worked perfectly! Thanks so much for your assistance.

Hello Robert,

Hope you're doing well.

As for now, there is no such functionality. Our R&D department has been informed about this case so they could consider enhancing the following functionality in the upcoming releases.

Thank you for being interested in the Creatio application and for your ideas for further improvements!

Best regards,

Anastasiia

Hi Robert,



Here is our Creatio Marketplace add-on for the use case to download multiple files in one click.

https://marketplace.creatio.com/app/bulk-attachment-download-creatio



Best Regards,

Bhoobalan Palanivelu.

Bhoobalan Palanivelu,

Hi Bhoobalan,

thanks for the link, but I have already solved it with a little bit of coding ;)

BR,

Robert

Can you please help us as we are having the same requirement? I tried to achieve this by using the application present on the marketplace but I am not able to download all the attachments present.

Thankyou

Hello Jeffrey,

Hope you're doing well.

No, it's not necessary to populate the Account field. It seems you didn't set the field mapping correctly, so the Contact wasn't added as expected. Please try to import the Activity records using the mapping settings. For example:

configure the column values in the Excel file:

choose the Activity object as a target object:

match the needed columns:

and perform the import (using or noty using the duplicate checking, it depends on your business task).

As a result, the needed record was imported and it's also viewable from the connected contact:

Also you can find more information and examples of import/export in the articles below:

• https://academy.creatio.com/docs/user/platform_basics/business_data/exc…
• https://academy.creatio.com/docs/user/setup_and_administration/user_and…
• https://academy.creatio.com/docs/user/platform_basics/business_data/exc…

Best regards,

Roman

Hi!

We reviewed this add-on and fixed the problem.

You can install the latest version with fix on this page:

 

https://marketplace.creatio.com/app/itsm-service-creatio

Hi, I installed and didn't get some features mentioned in the manual, for example the "Dependence of case priority on urgency and impact level" lookup isn' installed, and also cannot add it, so this object isn't in the package, so when add urgency and case impact Priority didn't change as docummented

Have some package update?

Thanks

Hi Julio,



We have reviewed this solution. It is deprecated, not supported, and does not meet the current Marketplace requirements. We have removed this app from the Marketplace and do not recommend using it.

That you for bringing this to our attention.

We are going to publish a new Banza ITMS box for Creatio solution in the near future. I believe that solution will cover your needs. You can learn more about it in the Coming soon section.

Hi Fulgen, 

You can try to use Case deadline calculation rules lookup in order to achieve such requirement: 

Please refer to these posts to get more information how to set it up:

https://academy.creatio.com/docs/user/service_tools/service_cases/case_…

https://academy.creatio.com/docs/user/service_tools/service_cases/case_…

Best Regards, 

Bogdan L

Hi Stefano,



You can use the Landing pages and web forms section to set up integration between Creatio and web forms on your websites. As a result, each time an integrated web form is submitted, a new record is automatically created in Creatio using data from the submitted form. Landing page integration can be used for generating leads, adding customers to event participants, automatic order registration, and more.

The [ Landing pages and web forms ] section is used for setting up connections between landing pages on your website and Creatio. In the [ Landing pages and web forms ] section a landing page record must be created that contains basic information about the landing page and a unique HTML code that must be integrated into the HTML code of the landing page.

After performing these settings, the data entered in the web form of the landing page, such as full name, email, phone, will be passed to Creatio and used to add a new record (for example a new lead) in Creatio.



Best regards,

Bogdan