Hi Community,

 

Suppose we have two lookup fields in WEB edit page, Opportunity and Account. Once user will select opportunity we can auto populate Account field through client side coding using esq then after getting the result we will set the value of Account. Now on Mobile how we achieve the same functionality? Any idea please?

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Hi Fulgen,

 

Have you tried the approach with a custom business rule on the mobile record page that will be triggered upon changing the column value? Something similar to the logic described here. And the data should be retrieved using, for example, the Terrasoft.store.BaseStore (as was discussed here).

 

Best regards,

Oscar

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Hi Creatio Community

I am trying to access a detail inside of a detail on Customer Portal, but I am getting the attached errors in Console. I am neither able to create a new record nor open an existing record.

 

I have added the detail object in the "List of objects available for portal users" lookup but still unable to get inside that detail on Customer Portal.

 

Thanks.

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Hello Nisarg,

 

Thank you for your question. I am afraid it is not possible to investigate this issue without direct access. Please create a request by writing to support@creatio.com and provide us with external access. We will be glad to help you as soon as we are able to inspect the issue within the recreation and check the whole system, as there might be several breakpoints that might be the reason for this behaviour. 

Will be looking forward to your soonest request! 

 

Best Regards,

Dan

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Dear mates,

i 'd like to modifiy a process named "ChangeOrder Société émettrice" in order to launch the process only if the order's company is changed.

In the process designer the custom column "Société émettrice" (UsrSocieteEmettrice) does not appear in the system designer:

 

Is it because the process is in another package which has not access to this column (the order objet is in the custom package).

Thank you !

Nicolas

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Hello Nicolas!



We have already registered the issue for our R&D team to fix this functionality in further releases. I will assign your case to this project in order to increase its priority. 

 

To solve this issue we recommend you generate the source code and compile the system.

 

Best regards, 

Anastasiia 

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Hi Community,

 

Any idea how we can integrate yellow messenger chatbot in Creatio CRM?

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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

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Greetings!

I want to show only the contacts that are assigned to a specific role in a contact lookup field for selection.

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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

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I modified out Lead process and we don't use "nurturing" anymore. This works well for new leads.

When I copy a lead this new document is still placed in the "nurturing" stage. Which process do I have to modify to change this behaviour?

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Christian Waidner,

 

You can check here,

 

Thanks,

Sourav

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

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Hi Team,

 

Currently in Creatio in Order to create the system user with correct roles there is two step process : 

1. Create the Contact

2. Create the System user and assign the role

 

Is there any possibility that we can make it a one step process because for our customers the system is new and they want it to be a one step process.

 

Is it possible to make it a one step process ? Any custom solution ? Does LDAP Synchronization provide any help in this matter? 

 

Regards !

 

 

 

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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

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Hi Community,

 

I want to make use of and set up OAuth 2.0 Authentication in web service authentication. For that I found below the academy article :

 

https://academy.creatio.com/docs/user/no_code_customization/web_service…

 

While setting up as per the article, there is one required field in the OAuth Setting fields which is "Auth code request URL".

 

But the API endpoints for which, I have to make use of Web Service OAuth Authentication, is not having settings for Auth code request URL required parameter.

 

 

Please guide and help me on this point that how I can set up OAuth Authentication in web service without Auth code request URL.

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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



 

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Hi Team,

 

I was implementing a print report on a section. Now, I want to download the report in (ColumnName).docx in which ColumnName varies for each record based on the data stored in that column. By default, it is giving the same name as the printable name for all the records. Please help

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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

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I installed the "Calculation Working Days" business process template from marketplace. It is set as having the Custom Package as its only dependent package, but we need to be able to use it as part of business processes in our current configuration package (which is not the Custom Package). When I try to add the  package from marketplace as a "dependent on" for our current package I get an error. See screenshot. Posting here as the Marketplace page says it's supported via posts in Creatio Community.   https://marketplace.creatio.com/template/calculation-working-days-busin…

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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. 

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