Hi dear community!
Can I link the timeline from the Contact section to the Leads section?
Do you know some articles or cases
Thank you!
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Hi Vladimir,

 

You need to create a custom item view module based on the Contact object and add it to the Leads section. Please use this article as a reference where the same task is described using a custom "Books" section added as timeline item to the "Accounts" section.

 

Best regards,

Oscar

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I have a printable which is no longer needed. What option do I have to prevent displaying this printable in the object list of Print button? How can this printable be disabled?

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Hello Gergana!

 

To disable mentioned function you should go to the “System setup” block and click “Report setup.

There you can find a suitable type of report and customize its display on the page as displayed on the screenshot:

 

 

Details in the article: https://academy.creatio.com/docs/user/no_code_customization/print_ready…

 

 

Hello Gergana!

 

To disable mentioned function you should go to the “System setup” block and click “Report setup.

There you can find a suitable type of report and customize its display on the page as displayed on the screenshot:

 

 

Details in the article: https://academy.creatio.com/docs/user/no_code_customization/print_ready…

 

 

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Hi team,

 

I have made some fields read-only when I am creating the fields on the edit page. When I use the Open Edit Page element and try to add some values to other fields, the read-only fields also change as editable fields. I wanted to keep my read-only fields always not editable. How to resolve this issue.

 

Currency is Read-Only field as shown below

Its editable in Open-Edit-Page

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Hello,



Normally, Section wizard reflects the content from all the schemas up to the package indicated in the "Current package" setting.

However, UI reflects the content and logic from all the schemas of all the packages.

"Custom" package is dependent on all packages of the application (and should be the last one in the hierarchy), all columns are the same and are visible both on UI and in Section wizard once it's set as the current package.



I would suggest you check the "Current package" setting and parameters of column "Currency" on the pages in each package in the hierarchy.



Kind regards,

Alona

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Hi Community,

 

I’ve this requirement where a specific user must run a specific Process. In this process, there should be a set of tasks that must gather all the attachments of the current record and generate a ZIP file with these attachments. Furthermore, this process should also download the ZIP file to the user’s computer.

 

Any idea on how can I achieve this requirement?

 

Thanks in advance.

 

Best Regards,

Pedro Pinheiro

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Hello Pedro,

Unfortunately, your task can not be achieved using the basic logic of Creatio. There is no possibility to generate ZIP files from attachments.

Also, you can not download some files to the user's computer automatically until he does not download them manually.

Best regards, Alex.

Hi there! We recently uploaded an application to the marketplace 
that allows you to download all the files of a section, example of an 
account, in a ZIP file. Possibly it is useful for your use case or 
to check how it was done. 
Check it here https://marketplace.creatio.com/app/download-zip-button-creatio

Thank you

Regards

Uriel,

 

Thank you for the response. We manage to find a solution for our requirement. However, If we get another use case like this one, we will have your application in mind.

 

Best Regards,

Pedro Pinheiro

 

Hi Pedro Pinheiro,

 

I am trying to achieve the same requirement . Would you be able to provide me the logic you used to create the zip and download it?. 

 

Best regards,

Pavan Manne

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Hi,



on an opportunity or lead, when selecting the "client" as an account, "primary phone" is not translated in French on the client card - still shows "Primary phone", although lookup is already set as "Téléphone principal", and shows as such on main account page.







Cheers,



Damien

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Hi Damien,

 

The value for this column is received from the "Phone" column of the "Account" object, so you need to go to the object itself and check which value is stored for French localization there and also save and publish the object after the changes.

 

Best regards,

Oscar

Hi Damien,

 

The value for this column is received from the "Phone" column of the "Account" object, so you need to go to the object itself and check which value is stored for French localization there and also save and publish the object after the changes.

 

Best regards,

Oscar

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Oscar Dylan,

 

 

Thanks it worked like a charm :)



Damien

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Hi all !



how can we override the OOTB "Full Job Title" = "Job Title " if "Full Job Title" is empty  (https://academy.creatio.com/docs/user/crm_tools/accounts_and_contacts/m…) behavior on a contact.



We're looking for two options:

  1. Either: Simply stop that behavior
  2. Or: That it does not fill "Full Job Title" when certain specific field in "Job Title" is selected (Example, if chosen "Other" then we do not want "Other" in "Full Job Title")

Thank you !



Damien

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Hello Damien,

 

The following logic is located in the ContactPageV2 schema of the UIv2 package :



 

You can create a replacing module that would disable the following logic if you need that.

 

Best regards,

Bogdan

Hello Damien,

 

The following logic is located in the ContactPageV2 schema of the UIv2 package :



 

You can create a replacing module that would disable the following logic if you need that.

 

Best regards,

Bogdan

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Hi Community,

 

I've this situation where I've developed a new page for the Creatio Mobile Application. This new page has a detail and a set of columns, as you can see on the following image.

My goal is to apply a "Required Field" business rule to this detail (marked as red) based on the values of a specific column inside this page.

 

How can I achieve this requirement?

 

Thanks in Advance.

 

Best Regards,

Pedro Pinheiro

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Hello, Pedro!

 

In the actual version of the system business rules from the desktop, the platform is not transferred to the page in the mobile application. At the moment, business rules can be set with the help of development only.

 We have the enhancement request registered by our R&D. It means the functionality will be implemented in future releases, although there is no ETA yet.

 

Hope for your understanding.

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Hi,

 

We use Creatio cases for our customer support service desk function. I am looking at having a report which will allow us to view the metrics around SLA breaches. This is a common requirement, where we can identify the cases in a given period that exceeded the SLA parameters for response time and resolution time.

 

This should contain the following detail:

  • Case
  • Account
  • Case Created Date/Time
  • Case Closed Date/Time
  • Case Response Time exceeded time
    • This should be in Hours/Mins
  • Case Resolution Time exceeded time
    • This should be in Days/Hours/Mins

The report will only show cases that have breached the SLA within the dynamically selected time period e.g. Last Month or This Week etc.

 

I am hoping that someone has already created such a report, but I have not been able to identify how to put this together within Creatio Dashboard. Note, I have just installed the PowerBI capability and have started to play with this, as an alternative reporting method.

Thanks in advance for any help

 

Mark

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+1 also needing this type of report

 

Hi!

 

You can create a list in a dashboard that would look like this:

You can add a filter for the records in the display options tab:

And to add the calculated columns for time exceeded you can go to the Pivot table settings tab and press "Add calculated field":

 

And set up a formula that would look something like this(fields used need to be present as columns in the dashboard list): 

 

Hope it helps!

 

Best regards,

Max.

Thanks so much for the reply, I had created the first bit, but was not away of the calculated field option, which allowed me to display the exceeded time. It would be nice to be able to format the time in to Days/Hours rather than just hours, but still useful.

 

thanks again

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Hi All,

 

I get the following error when I want to run the application locally in mac os operating system. How can i solve this error?

I use this command:

dotnet Terrasoft.WebHost.dll

I get this error : 

Unhandled exception. Interop+AppleCrypto+AppleCommonCryptoCryptographicException: MAC verification failed during PKCS12 import (wrong password?)

 

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Hello, 



This error seems not to be related to Creatio, but rather to the logic of how applications ran on Mac. 

It looks like you are using an incorrect certificate password or you are using a certificate not protected with a password at all.



Please find more information on this error here:

https://stackoverflow.com/questions/69686217/applecommoncryptocryptogra…;



Please also note that Creatio doesn't officially support macOS as for now.

System requirements for Creatio can be found here:

https:/academy.creatio.com/docs/user/on_site_deployment/system_requirements/server_side/server-side_system_requirements



Kind regards, 

Roman

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Hi All,

 

How can malicious code be detected in Creatio On Cloud Instance? Is there any plugin in marketplace in support of this feature. 

 

File system development mode is not enabled so what everchanges are done are directly contributed by multiple developers to the instance. 

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Hello,

 

Could you please elaborate on your question and give us more details on what functionality you need and what business logic exactly you want to implement?

 

Kind regards,

Mira

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