Hi Community,

1. Is there an OOB set up to where we can fill in default assignee for cases registered from incoming emial? or do we need to create a custom business process?

2. What are the business processes involved in registering cases from incoming email?

Thank you

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Hi Fulgen,



1. You can set us a default value for an 'Assignee' column of your object. Here is the example :



However, the object should...MoreLess

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Hi community,

I must move the marketing campaigns from one package to another. The versions of my customer's CRM is the 7.17.0 and they don't have this "move to another package" option, released after the 7.17.0 update. 

I tried to "Export" the element and then reimport it in the apposite package...MoreLess

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Dear Jonathan,

As for now, there is no such OOTB functionality that will allow transferring marketing campaigns from one instance...MoreLess

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From the /ServiceModel/AuthService.svc/Login authorization API respond with 4 Set-Cookie headers in the response. But according to the spec [https://datatracker.ietf.org/doc/html/rfc6265#section-4.1] , "Servers SHOULD NOT include more than one Set-Cookie header field in the same response with the same cookie-name."  From the client application, it can't get the all 4 header values, only first one retrievable. Could you please give a fix or suitable workaround for this.

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Hi Anusha, 

it's now allowed in HTTP/2 (https://datatracker.ietf.org/doc/html/rfc7540#section-8.1.2.5), which specifies: 

8.1.2...

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Hi, community.

I have custom activity types besides the factory ones (Call, Email, etc):

But in the case manager of sections, when trying to set up activities tied to the stages, I can only see these:

Why can't I see my other activity types?

And also, how can I add the activity category field to this view? Or any other field, for that matter? Which schema must I modify and how?

Thank you!

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Hi Juan, 

"Tipos de actividades" I believe that's "Activity types", but the values you may choose in "Task category" ("Categoria de tarea")...MoreLess

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I'm having trouble packaging out custom system settings and their values.  I have two entries for data in my package.  One for the SysSetting entry and one for the SystemSettingValue entry.  Upon installing the package, I can see the values as they should in the Database, but in the UI, the setting entry is there, but the value for the setting is not.  I tired clearing the Redis Cache, but that didn't help.



What is the correct procedure for packaging out system settings?



Thanks!

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Hi Jeremy,

Adding data for SysSetting and SysSettingValue are the correct things to package for system settings - I package those frequently...MoreLess

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Hi,



Have problem with the creatio web service, I have added the oauth2 and it says it was successful. I even tested the received token in postman and it works perfectly. But running the same configuration in creatio always gives me (401) Unauthorized.



You can check the attachments for additional details.



Have you experienced the same thing?

What's the best approach to solve this?



Best regards,

Solem A.

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Hello Solem, 

There is a need to double-check the set oauth2 settings, based on the information from the provided screenshots it seem...MoreLess

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I would like to get all the accounts that hadn't got an email titled "Hey we missed you...".

For instance, this contact has got the email:

But I haven't got a clue where the Emails are stored. I try a filter:

The Response object seems useless - there's no Subject field. Email message object too:

Could someone advise?

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Hello Yuriy,

For example, in my system I have only one account with the following email:



In order to filter all the accounts that received...MoreLess

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Hi Community

I'm trying to filter ContactInTag data by EntityId column using ODATA v4,

but I receive a generic error.

If I try to filter using the Id column is work fine.

What Am I doing wrong ?

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Hi Stefano,

Can you please specify why are you using empty spaces in the select parameter between columns names? Due to the example from the...MoreLess

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As in the embedded screenshot, the Achieved Rate column (using the "Average" method to calculate totals) does not reflect the correct value of Opportunity amount column / Budget column. In this case, the row of month 8 contains 2 records of opportunities, but its Achieved Rate column value 0.83 is not 249,600/306,798; instead, 0.83 is the average of the 2 ratios of Opportunity amount/Budget of those 2 opportunities.

How can I do to display the value of 249,600/306,798 ?

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Hello Andrew,

Hope you're doing well.

Could you please provide us with the setup of the "Month" column and "Achieved Rate" column as well...MoreLess

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For syncing with an external app, I created a user called SyncerConnection.

I use DataService to connect with Creatio and I try to get AccountCommunication.

 

401 - Unauthorized: Access is denied due to invalid credentials.



 

You do not have permission to view this directory or page using the credentials that you supplied.



  

But it works for another user.

What is needed for the user SyncerConnection to get data with DataService?

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Hello Yuriy,



You can try to add the role of system administrator to your user and see how it will be after that. In case if it doesn'...MoreLess

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