Hi everyone, 

I am setting up a Business process in order to create new records in a custom section. The data is stored in a List returned by a method. 

How can I loop through the collection and create new entities based on the values I need?

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Problem solved by moving the code block inside of a function called in the method that loops through the collection. 

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Hi community,

I've installed this addon Aspose.PDF connector for Creatio | Creatio Marketplace,

when I try to generate the printable I get the following error.

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Hi Stefano,

 

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!

 

Best regards,

Max.

Max,

Thank you Max

it works!

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Hi,

 

is it possible to use the campaigns to create documents in order to print and send them as letters later on?

 

Thanks,

Robert

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Hello Robert,



Unfortunately, you can not create documents via the marketing campaigns.



Please find more information about the campaign elements here.



Best regards,

Bogdan

Bogdan,

thanks for the clarification. Is there any other method? Can I generate a report for many records at once, so that not every record will create a seperate document, but one big document containing all records on seperate pages

 

Many thanks,

Robert

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Hello community,

 

I use the [Process file] business process element to generate custom FastReports to print my opportunities.

I succeeded in generating PDF as Attachments, but I would like to download the PDF instead.

 

Do you think this is possible? If so, how to proceed?

 

Thanks

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Hi Vincent, 



Unfortunatelly there are currently no option to automatically download the attachment using the business process. 

As a workaround you can set up an autogenerated page that would show the link to the file, so you'd need to make one more click to download the file rather then going to the section and downloading it from there. 

In order to build the link please refer to this community post: https://community.creatio.com/questions/link-attachment-file



I'll also register an idea for our developers to implement such functionality in future releases of the app. 



Best regards,

Yurii

Yurii Sokil,

 

 

I'd love to see a download trigger in Business Process as well.

This would be a useful addition, it looks like we may have to build this ourselves.

Would be nice to see this in a future update

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Hi community

is it possible to download with odata an attachment from any section ?

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Hello Stefano, 

 

Yes. I will show you an example how to achieve it: 

 

1. Choose the section you want to download from and find the record.

For example in Account section the request will be 

http://localhost:1337/0/odata/AccountFile and so on.

Here is an example for Contacts from my local app.

Find the needed file and  retrieve the Id from the attachment you want to download:  

 

 

2. Call this endpoint: 

 

http://localhost:1337/0/odata/ContactFile(fabc22d4-5d91-435c-8dd4-46cfd…

 

Where fabc22d4-5d91-435c-8dd4-46cfd626345c - the Id from step 1.

 

Best Regards, 

 

Bogdan L.

Thank you very much

Bogdan Lesyk,

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Hi community,

is it possible to load the data to import in the same structure used by data import standard feature and launch it programmatically ?

 

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Hello Stefano,



Can you please provide us more detailed information on your business task?



Thank you in advance!



Best regards,

Bogdan

Bogdan,

I would like to load programmaticaly the temporary table used by creatio when I import an excel file and then launch  the import, specifing which entity fill 

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Dear,

I would like to export accounts from creatio with their last order number and the date of the order.

How can i do that ?

Thank you !

Nicolas

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Dear Nicolas,

 

Unfortunately, we do not have the base tools to achieve the described business task.



Best Regards,

Ivanna.

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Hi everyone, 

I'd like to automate a data Import from a FTP server using a business process, without downloading the file locally.

I also found this article (https://community.creatio.com/questions/how-automate-imports-ftp-locati…) , but the links have either been removed or deleted.

I would like to know whether it is possible to use C# code in a Script Task to store the data stream in RAM and eventually recover the data to import. 

Is it reasonable for a cloud- stored enviroment to handle this kind of process with CSV files of approx. 2 MB?

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Hi Federica, 

 

Actually you are still capable to use OData with business task to achieve required implementation. You don't need to use Scheduler for this, so disregard these deleted links, I will give you fresh one , please take a look on the actual OData 4 link with guide how to set up the integration: 

 

https://documenter.getpostman.com/view/10204500/SztHX5Qb?version=latest

 

Please also check out this link from Marketplace where you may find another solution for you task: 

 

https://marketplace.creatio.com/app/file-manager-creatio

 

here you may set up key features of needed requirements, so you can make "One click" implementation and it might be much easier for you.

 

Best Regards, 

 

Bogdan L. 

The .NET FtpWebRequest class can download a file to an in-memory stream (without actually saving the file anywhere) that you can then process from the stream. This could be used from a ScriptTask in a process etc

FtpWebRequest request =
    (FtpWebRequest)WebRequest.Create("ftp://ftp.example.com/path/file.txt");
request.Credentials = new NetworkCredential("username", "password");
request.Method = WebRequestMethods.Ftp.DownloadFile;
 
using (Stream stream = request.GetResponse().GetResponseStream())
using (StreamReader reader = new StreamReader(stream))
{
    while (!reader.EndOfStream)
    {
        string line = reader.ReadLine();
        // process the line as needed
    }
}

Ryan

Ryan Farley,

That's the script I'm running at the moment and it works!

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Hi Community,

 

We are registering case from incoming email, we wanted to know the following:

 

1. Aside from Case Source which is "Email", how we will know that this case record is created from incoming email?

2. How we will know which mailbox this case record came from? Since we specified two mailbox in "List of mailboxes for case registration" lookup.

 

Thanks

 

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Hello,

 

Thank you for your message!

 

Case Source is the only way to find out whether a record is created from the incoming email. Also, the email gets linked to the case at once.

 

As for your second question, the mailbox can be seen in the tab "Processing". It's also possible to set a separate case category for each mailbox.

 

Kind regards,

Anastasiia

Anastasiia Lazurenko,

 

Thank you for your reply, there is no "Processing" field in Case table.

Hi,

 

Thank you for your message.

 

I'm sorry my explanation was not clear enough. For example, you receive an email. A new case is registered based upon this email. Once you open the case, you can find this first email received in the "Processing tab". The email address the request was sent to can be seen there.

 

There is no information stored in the case table regarding the email it was registered from. Usually, the category field defines the mailbox this case came from.

 

Hopefully, it's clear now, but please get back if you have any further questions.

 

Regards,

Anastasiia

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Hi support 

I've installed the addon https://marketplace.creatio.com/template/marketing-record-types-timeline on a instance of creatio with Contact center + Marketing module

In the timeline account section anything appear, in the browser console appear the attached error.

How can I solve this issue ?

 

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Hi Stefano!



We reviewed this add-on and could reproduce the issue. To fix it, change the timeline filter settings once.

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