7.18 | Community Creatio

Outgoing email not processed

Stefano Bassoli

11:52 May 07, 2022

Hi,

I designed a business process that sends an email and creates a task.

Many outgoing emails appear on the communication panel to be processed.

Is it possible to mark all these emails as processed automatically ?

4 comments

Anastasiia Lazurenko

12:20 May 07, 2022

Hello Stefano,

Thank you for your question!

The process on the screenshot will mark all emails in your system as processed once it is started:

You can add more filter conditions in order to mark only specific emails as processed.

Else, you can achieve the same result with the SQL query if you have access to the SQL console or the database.

You will need to change the value of the IsNeedProcess column of the EmailMessage table:

update "EmailMessageData" set "IsNeedProcess" = false

update "Activity" set "IsNeedProcess" = false where "TypeId" = 'e2831dec-cfc0-df11-b00f-001d60e938c6' --Type Id stands for Email

Best regards,

Anastasiia

Stefano Bassoli

12:30 May 07, 2022

Hi Anastasiia

thank you for your response.

I can see the screenshot you have attached

Anastasiia Lazurenko

12:46 May 07, 2022

Stefano Bassoli,

Just in case - attaching the screenshot once again.

Stefano Bassoli

12:54 May 07, 2022

Stefano Bassoli,

Ah, ok

thank you very much

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Web service "dot" in json key

Lyle Quesada

10:40 May 07, 2022

Good day community,

I'm having trouble with adding the correct JSON path for my request body.

I have to send a POST request with the following JSON below:

{
  "members": [
    {
      "@odata.type": "--TYPE HERE--",
      "user@odata.bind": "--USER 1 HERE--"
    },
    {
      "@odata.type": "--TYPE HERE--",
      "user@odata.bind": "--USER 2 HERE--"
    }
  ]
}

This is how my parameter structure looks:

Generated JSON here:

{
	"chatType": "oneOnOne",
	"members": [
		{
			"@odata": {
				"type": "--TYPE HERE--"
			},
			"user@odata": {
				"bind": "--USER 1 HERE--"
			}
		}
	]
}

The problem with this structure is that it generates a nested key for type under @odata, and for bind as well. I don't wan't this to happen if possible.

Is there any way to get this to work using parameters in web service? Or would my only resort be to generate the request body via script?

2 comments

Oleg Drobina

11:19 May 09, 2022

Hello,

The body of the webservice seems to be generated properly since "members" is the array of objects "@odata" and "user@odata". The request was properly parsed and that's why you saw the result as on the screenshot. If this structure won't work in your business case then a separate script task should be created to sent the request.

Best regards,

Oscar

Lyle Quesada

18:32 May 09, 2022

Hi Oscar,

Thank you for you response.

In forming the json path, I would have made it as $.[members]["@odata.dataType"] or $.[members]["user@odata.bind"], but I'm guessing that this is not possible using the built-in function (nesting parameters) in Creatio?

I think I'll instead be resorting to creating a script task for this.

Thank you!

Lyle

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In mobile, auto populate the second lookup field based on the selected value from first lookup field

Fulgen Ninofranco

15:14 May 06, 2022

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?

1 comments

Oleg Drobina

16:21 May 06, 2022

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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Unable to open a detail inside of a detail on Customer Portal

Nisarg Soni

11:29 May 06, 2022

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.

1 comments

Denis Bidukha

02:41 May 11, 2022

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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Custom columns not displayed in the process designer

LÉZORAY Nicolas

11:12 May 06, 2022

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

1 comments

Anastasiia Stepanova

12:34 May 06, 2022

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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Integrate yellow messenger chatbot in Creatio CRM

Fulgen Ninofranco

08:04 May 06, 2022

Hi Community,

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

1 comments

Anastasiia Zhuravel

18:26 May 06, 2022

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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Filter values based on Role in Contact field

Janhavi Tanna

11:06 May 05, 2022

Greetings!

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

2 comments

Anastasiia Zhuravel

14:51 May 05, 2022

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

Ryan Farley

18:37 May 05, 2022

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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Default lead stage after copy

13:12 May 04, 2022

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?

10 comments

Best reply

10:14 May 17, 2022

Christian Waidner,

You can check here,

Thanks,

Sourav

Anastasiia Stepanova

17:59 May 04, 2022

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!

08:46 May 05, 2022

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.

09:33 May 10, 2022

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?

11:14 May 16, 2022

Anastasiia Stepanova,

Reminder - are you still on it?

12:23 May 16, 2022

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

12:30 May 16, 2022

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.

12:31 May 16, 2022

The resulting lead stage looks like this:

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

13:44 May 16, 2022

Christian Waidner,

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

Thanks,

Sourav

17:23 May 16, 2022

Sourav Kumar Samal,

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

10:14 May 17, 2022

Christian Waidner,

You can check here,

Thanks,

Sourav

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