Hello Fulgen, 

You can integrate the following chat channels with oob tools:

• Facebook Messenger
• WhatsApp
• Telegram

In case you'd like to add a new provider, it will require development. Please refer to the below article for more detailed information:

https://academy.creatio.com/docs/node/2238

Best regards,

Anastasiia

Hello,

Such functionality cannot be achieved with a help of basic system tools, but will require development. 

We do not have specific ready to use examples of such implementation from our side but you can refer to the below article on our academy:

https://academy.creatio.com/documents/technic-sdk/7-13/using-filtration…

Also, I would like to suggest to check similar questions on the Community, such as the below posts:

https://community.creatio.com/questions/how-filter-contact-lookup-show-…

https://community.creatio.com/questions/role-base-filtration-contacts-l…

https://community.creatio.com/questions/role-based-filtration

Best regards,

Anastasiia

Hello Janhavi,

I have an article on this exact topic. See

https://customerfx.com/article/filtering-a-contact-lookup-to-only-displ…

Ryan

Hello Christian,

Could you please clarify what you mean under "new document" and what actions are you doing before the Lead came to the "nurturing" stage?

Thank you in advance!

Hello Anastasiia!

Workflow:

Click on an existing lead in list view

Click "copy"

A new lead document ("new document") is being creating

This new document is in stage "nurturing" and I want it to be in a different stage.

Christian Waidner,

Anastasiia Stepanova,

Do you need any more explanation? Is there anything i can do to change the starting phase of a copied document?

Anastasiia Stepanova,

Reminder - are you still on it?

Christian Waidner,

If I understand correctly, you do not want to copy the DCM stage while copying the existing record, then you can try the following with the lookup used for DCM in the Object itself,

Thanks,

Sourav Kumar Samal

Sourav Kumar Samal,

The checkbox is unchecked for my field and I do not think that this will fix my problem.

This is the situation, I click on "copy" on an existing lead.

The resulting lead stage looks like this:

I do not have a "nurturing" stage in my lead stage anymore.

Christian Waidner,

Could you check what is the default value of the lookup value set in the object ?

Thanks,

Sourav

Sourav Kumar Samal,

If you can give me a hint how to find this in the system .... sure

Christian Waidner,

You can check here,

Thanks,

Sourav

Hello, 



Due to system logic there is no tool which would allow to simplify the user creation inside of Creatio. 

However, you can import and sync your users with LDAP:

https://academy.creatio.com/docs/user/setup_and_administration/user_and…

Or if you use SSO, you can set up JIT provisioning:

https://academy.creatio.com/docs/user/setup_and_administration/user_and…



If none of the proposed options are suitable for you you still can import contacts with an excel and create system users after that in order to simplify task a bit. 



Kind regards,

Roman

Hello Pratic,



Unfortunately, the is no way to set up OAuth Authentication in web service without Auth code request URL.



This parameter is necessary to identify users.



Best regards,

Bogdan



 

Hello, 

As for now there is no option to change the file name dynamically or assign some particular name. We have this task registered in our backlog and waiting for this option to be available in future application versions.

I will assign your case to this project in order to increase its priority.

Best regards,

Anastasiia

Hi Andriana!

The issue is caused by the missing data binding for the "SysWorkplace" and "SysModuleEntity" objects. To fix the issue, make sure that data with aforementioned IDs is bound to the package that is experiencing data binding issues.

Hello,

We are facing a similar issue. Could you please let me know if binding solved this issue? Please confirm what are the bindings that need to be done because I see that sections are already present in the SysModuleInWorkplace_SectionInWorkplaceManager data binding. 

Hello,

As stated here there is no possibility to display such popups in the mobile app. However here is an article on how to setup push notifications in the mobile app https://academy.creatio.com/docs/user/bpm_tools/bpm_process_examples/ne…

You can trigger it once the record is modified and perform the condition check there directly and send a push notification about the result.

Best regards,

Oscar

Oscar Dylan,

Thank you for your time and knowledge :)

Hello Fernando,

You can display a message in mobile using the following: 

Terrasoft.MessageBox.showMessage("This is a message!");

This works from code in the mobile client - as Oscar mentioned, there's no option for sending a message from the server to the mobile client, however, from within the mobile client code, you can use the above.

Ryan

Hi Garrett!

I recommend checking your calculation. If the final calculation is more than 2,147,483,647 in a field, integer overflow error occurs. Also, you might want to try basic export with the same parameters or build a dashboard using your data. If errors occur in these cases, the problem is caused not by the add-on but by data.

Hello, 

Could you please clarify how exactly the manually validation functionality has been achieved? Was it done by code?

Thank you in advance!

Best regards,

Anastasiia

Anastasiia Zhuravel,

Yes it has been achieved by using 'asyncValidate' function. The validation will only trigger when DCM status changed to "Business Owner Review".

Thanks,

Sourav

Anastasiia Zhuravel,

			asyncValidate: function(callback, scope) {
				if (this.isEditMode()){
					this.callParent([function(response) {
						if (!this.validateResponse(response)) {
							return;
						}
						Terrasoft.chain(
							function(next) {
								this.MandatoryValidation(function(response) {
									if (this.validateResponse(response)) {
										next();
									}
								}, this);
							},
							function(next) {
								callback.call(scope, response);
								next();
							}, this);
					}, this]);
				}else {
					this.callParent(arguments);
				}
			},
			MandatoryValidation: function(callback, scope){
				var DCMstatus = this.get("MarketingPlansStatus").displayValue;
				if(DCMstatus === "Business Owner Review"){
					// Some query
                                        callback.call(scope || this, {
						success: false,
                                                message: "Error message"
					});
				}else{
					callback.call(scope || this, {
						success: true
					});
				}
			},

Anastasiia Zhuravel,

I have resolved the issue. To acheive the desired output I have added a small line after the error message as follows:

			MandatoryValidation: function(callback, scope){
				var DCMstatus = this.get("MarketingPlansStatus").displayValue;
				if(DCMstatus === "Business Owner Review"){
					// Some query
                                        callback.call(scope || this, {
						success: false,
                                                message: "Error message"
					});
                                        this.reloadEntity();
				}else{
					callback.call(scope || this, {
						success: true
					});
				}
			},

Note: If the asynValidate is being used in this.NewMode(), avoid adding this.reloadEntity() as this may clear all the fields.

Thanks,

Sourav Kumar Samal