Hello Creatio !

 

We've notice a bug in 7.17 with Creatio Outlook Connector. 

Apparently when you add Office 365 mailbox account in Creatio and add a Journal entry in Outlook - Creatio thinks that this is an email, and pull it to CRM as an email.

Its looks like this (see attachment).

 

I've tried to reach Creatio support with this, they told me thats an Outlook problem that Creatio pulls journal entry as an email. Funny it is.

 

Question is: will this gonna be fixed or in order to use Creatio Outlook connector we must dont use Journal in Outlook?

 

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I registered at aspose cloud, made an app.  Got the client id and secret, and put those in the settings in Creatio.  But when trying to print, get this error:

 

 

Request Error

      The server encountered an error processing the request. The exception message is 'Bad Request'. See server logs for more details. The exception stack trace is: 

         at Aspose.Words.Cloud.Sdk.RequestHandlers.ApiExceptionRequestHandler.ThrowApiException(HttpWebResponse webResponse, Stream resultStream)

   at Aspose.Words.Cloud.Sdk.RequestHandlers.ApiExceptionRequestHandler.ProcessResponse(HttpWebResponse response, Stream resultStream)

   at System.Collections.Generic.List`1.ForEach(Action`1 action)

   at Aspose.Words.Cloud.Sdk.ApiInvoker.ReadResponse(WebRequest client, Boolean binaryResponse)

   at Aspose.Words.Cloud.Sdk.ApiInvoker.InvokeInternal(String path, String method, Boolean binaryResponse, String body, Dictionary`2 headerParams, Dictionary`2 formParams, String contentType)

   at Aspose.Words.Cloud.Sdk.RequestHandlers.OAuthRequestHandler.RequestToken()

   at Aspose.Words.Cloud.Sdk.RequestHandlers.OAuthRequestHandler.ProcessUrl(String url)

   at Aspose.Words.Cloud.Sdk.ApiInvoker.<>c__DisplayClass10_0.b__0(IRequestHandler p)

   at System.Collections.Generic.List`1.ForEach(Action`1 action)

   at Aspose.Words.Cloud.Sdk.ApiInvoker.InvokeInternal(String path, String method, Boolean binaryResponse, String body, Dictionary`2 headerParams, Dictionary`2 formParams, String contentType)

   at Aspose.Words.Cloud.Sdk.WordsApi.ConvertDocument(ConvertDocumentRequest request)

   at Terrasoft.Configuration.AsposeCloudPdfConverter.Convert(Byte[] data)

   at Terrasoft.Configuration.ReportService.ReportService.GenerateMSWordReport(String urlTemplateId, String urlRecordUId, Boolean convertInPDF)

   at Terrasoft.Configuration.ReportService.ReportHelper.CreateReport(String entitySchemaUId, String reportSchemaUId, String templateId, String recordId, String reportParameters, Boolean convertInPDF)

   at Terrasoft.Configuration.ReportService.ReportService.CreateReportsList(String entitySchemaUId, String reportSchemaUId, String templateId, String[] recordIds, String reportParameters, Boolean convertInPDF)

   at SyncInvokeCreateReportsList(Object , Object[] , Object[] )

   at System.ServiceModel.Dispatcher.SyncMethodInvoker.Invoke(Object instance, Object[] inputs, Object[]& outputs)

   at System.ServiceModel.Dispatcher.DispatchOperationRuntime.InvokeBegin(MessageRpc& rpc)

   at System.ServiceModel.Dispatcher.ImmutableDispatchRuntime.ProcessMessage5(MessageRpc& rpc)

   at System.ServiceModel.Dispatcher.ImmutableDispatchRuntime.ProcessMessage11(MessageRpc& rpc)

   at System.ServiceModel.Dispatcher.MessageRpc.Process(Boolean isOperationContextSet)

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Hi Chris,

 

Here is the feedback we received:

You need to check the values in the Creatio system settings connected to the Aspose service.

Please use the screenshot below to check whether the Aspose setting values match the respective system settings in Creatio.:

 

 

After you apply the changes, we recommend you to log out and log back into Creatio for checking the updates.

 

Hope this helps, 

Have a good day!

Hi Chris,

 

Thank you for your message.

We have forwarded your request to the responsible team.

We will get back to you with a solution as soon as we receive their feedback.

 

Have a good day!

Hi Chris,

 

Here is the feedback we received:

You need to check the values in the Creatio system settings connected to the Aspose service.

Please use the screenshot below to check whether the Aspose setting values match the respective system settings in Creatio.:

 

 

After you apply the changes, we recommend you to log out and log back into Creatio for checking the updates.

 

Hope this helps, 

Have a good day!

Thanks!  That worked.

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Hi, 

 

We would like to manage our event by using Creatio, with the following flow, using a marketing e-mail and a process.

 

The flow is: 

 

1. A marketing e-mail is sent to the contact (Invitation).

 

2. When clicking on the e-mail's link, the contact goes on a landing page where he can submit his informations. Once this form is submitted, the contact is added to the audience of the event, and he receive a confirmation e-mail containing a QR code. 

 

3. The day of the event, the QR code will be scanned at the entrance. This QR code lead to a second landing page, where the hostess can validate the contacts informations. AT THIS POINT, THE CONTACT "EVENT RESPONSE" IN THE EVENT AUDIENCE SHOULD BE UPDATED FROM "PLANNED" TO "PARTICIPATED". 

--> And this point doesn't work, in all the tests we've made, all the contacts are stuck at the second landing page step...

 

4. Two days after the event (after the event's response would have been changed from "planned" to "participated", the contact would receive the last e-mail to thank him for his participation.

 

Info:

-The "modify Data" element is used to updated the event response after the second landing page is submitted. 

-The email containing the confirmation of the inscription to event (including the QR code) is generated by a process, and is not part of the marketing campaign. 

 

Any one of you could help us to resolve this issue? 

Any other solution that the one we're currently trying? 

 

Thank you very much for your help! 

 

Best,

 

 

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Hi Jacob,

 

Can you please contact support@creatio.com for further assistance regarding the topic?

 

Thank you!

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There is any possibility to integrate with any social media network ?!

Including :

Email integration : like sending a broadcast from creatio to facebook users

Data integration : like posting through creatio to facebook page / get analytics information about facebook page

 

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Hello Assem, 

 

7.17.0 release enables the possibility to add integration with Facebook lead generation forms. All you need to do is link a landing page record in Creatio with a Facebook business page and select one of the lead registration forms on it. As a result, each submission of the corresponding Facebook form will generate a new lead in Creatio. 

 

Furthermore, in the 7.17.0 version, customers can write private messages to your company page on Facebook or using the Facebook Messenger plug-in available on the website. You will be able to process all these messages in Creatio, they will be integrated on a customer page. 

 

More detailed information about these topics can be found in Academy articles: 

Please, let us know in case any further information is required. 

 

Best regards, 

Olga. 

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Hi Community,

Please help me out this question

 

How do you mitigate negative reactions from end users during a product demonstration?

 

Thanks in advance

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Hi All,

 

Can anyone please tell me the steps to integrate Google Analytics with CREATIO?

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Hello Saswat, 

 

As of now, there is no Google Analytics Integration on a clean install of a standard Creatio product, also there are no similar integration marketplace applications as well. It can only be integrated with the help of the development process. In this respect, Google Analytics can be integrated through API as a separate, third-party application. Also, you can develop your personal web service to pull the data into Creatio or use OData protocol for this purpose. Please find the relevant articles on our Academy using the links below:

https://academy.creatio.com/docs/developer/integrations_and_api/data_se…

https://academy.creatio.com/docs/developer/integrations_and_api/data_se…

https://academy.creatio.com/docs/developer/architecture/development_in_…

 

Best regards,

Anastasiia

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Hello Community,



Can someone please tell me the exact steps needed to integrate Facebook with CREATIO CRM?



Warm Regards,

Saswat

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Hello!

 

7.17.0 release enables the possibility to add integration with Facebook lead generation forms. All you need to do is link a landing page record in Creatio with a Facebook business page and select one of the lead registration forms on it. As a result, each submission of the corresponding Facebook form will generate a new lead in Creatio. 

 

Furthermore, in the 7.17.0 version, customers can write private messages to your company page on Facebook or using the Facebook Messenger plug-in available on the website. You will be able to process all these messages in Creatio, they will be integrated on a customer page. 

 

More detailed information about these topics can be found in Academy articles: 

Please, let us know in case any further information is required. 

 

Best regards, 

Olga. 

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Hello colleagues, in Accelerate Global event on the session "Step-by-step guide to low-code approach realization", Nandeesh Madapadi talk about a process called "Lead from Contact" (here https://youtu.be/7g7AhrwuVX0?t=1675)  I'm sure saw another session were somebody use this process also, but there a lot of videos and cannot find it :-(

Have somebody the package to this process to share it?

 

Thanks in advance

 

Julio Falcón

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Hello Julio,

 

It seems to me that this one is not an OOB process, I was not able to find it on the clean website, sorry.

 

Best regards,

Bogdan

Bogdan Spasibov,

Thanks Bodgan, sure is not an OOB one, but @Nandeesh share with me the video to create it on 

https://drive.google.com/file/d/1ua8XjNuVqLB4h819Os1UXPULsr0kmxEs/view?… if somebody else helps it

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Hi Community,

Scenario : For the approval action in the record page under case flow, it appears/ disappears on mouse hover the "approve", "reject" and "change approver" button

Question: Is there a option to have them fixed in the screen instead of mouse hover, so that the user can know that there is option to approve if they dont understand that they need to mouse hover on the screen to get the option 

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Hello Amritha,

 

The schema name that is to be modified is called ActionsDashboardItemContainer. Unfortunately, I was not able to find any examples of code that can change that functionality,

 

Best regards,

Bogdan

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I have noticed when attempting to build source or compile in the "Advanced" aka Configuration Tool in 7.17, I get the following error.  The activity spinner continues to spin and the site is unavailable, much like it is continuing.  Just wondering if some timeout value needs to be altered to avoid this?

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You need to review the application logs to identify the exact error message that is received upon compiling the app. Also you need to make sure that there are no firewall restrictions for the service via the link above from your client that could prevent the client from getting the response from the server.

 

Best regards,

Oscar

Oscar Dylan,

No errors and no firewalls as I am local (on-premise).

Shane Judy,

 

this error means that there is a problem with sending\receiving requests to\from IIS-server. Maybe the connection to the internet was lost upon compilation or there is some proxy that reroutes requests or there was some modification on the network layer of the IIS-server when you started the compilation. Try to compile the app once again, it should be successful now.

Oscar Dylan,

Again, I am local to the server... no internet connection involved LAN->LAN... same segment, no proxy and no changes to IIS layer while this was occurring (off-hours here in US).  I am the only one on the network.

 

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