The basic functionality does not support sending the emails from the portal case page, and therefore it is not possible to add the email activity on the detail from portal, so this page is not available when you are logged in the portal.
It is not possible to access this URL in the portal or register it. Despite that, we will take into account this idea, but currently, emails cannot be sent via the portal.
Is it possible to have an "add from event" item and an "add audience" item in the same campaign?
If the flow for the "Add Audience" item goes to a landing page that registers an attendee for an event, was the attendee captured by the "Add from Event" item?
As it may be judged from the screenshot you shared - the contact will not reenter the campaign, as the participant is not exiting when following the flow 1. In other words, participants can't enter a second time until they exited.
There should be an exit element (perhaps with a specific filter set) for flow 1 so the contact will have a possibility to reenter the campaign for flow 2.
// CreatedOn is the 1st month (January)
esq.Filters.Add(esq.CreateFilter(FilterComparisonType.Equal, "CreatedOn", EntitySchemaQueryMacrosType.Month, 1));// CreatedOn is the first day of the month
esq.Filters.Add(esq.CreateFilter(FilterComparisonType.Equal, "CreatedOn", EntitySchemaQueryMacrosType.DayOfMonth, 1));// CreatedOn is in the year 2022
esq.Filters.Add(esq.CreateFilter(FilterComparisonType.Equal, "CreatedOn", EntitySchemaQueryMacrosType.Year, 2022));
// CreatedOn is the 1st month (January)
esq.Filters.Add(esq.CreateFilter(FilterComparisonType.Equal, "CreatedOn", EntitySchemaQueryMacrosType.Month, 1));// CreatedOn is the first day of the month
esq.Filters.Add(esq.CreateFilter(FilterComparisonType.Equal, "CreatedOn", EntitySchemaQueryMacrosType.DayOfMonth, 1));// CreatedOn is in the year 2022
esq.Filters.Add(esq.CreateFilter(FilterComparisonType.Equal, "CreatedOn", EntitySchemaQueryMacrosType.Year, 2022));
INSERT INTO "SysModuleInWorkplace"("Position", "SysWorkplaceId", "SysModuleId") VALUES ('99', (select "Id" from "SysWorkplace" where "Name"='<Name of workplace>'), (select "Id" from "SysModule" where "Caption"='Excel reports'))
We are aware of this issue. It can occur after the installation of any package, not just this add-on.
Our R&D department is reviewing it, but we don't have a solution currently.
As workaround, you can make any changes in workplaces. For example, delete a section and add it again. You should not have problems with adding a new section after this.
I am trying to connect a full organizational role with an organization. To implement this solution I want to update the Account column of SysAdminUnit table which is impossible from the client side. Is there a way I can update the Account column of SysAdminUnit?
Could you please specify what is the purpose of connecting an organizational role with an Account? Organizational roles are used to distribute access rights between the users in the system, however, organizations and accounts do not have access to the system.
I created 2 edit pages based on the category field.
The weird thing is that if I remove the block element "Response container" and "Solution container" from edit page 1, the same changes appear on edit page 2
The issue may occur if the edit pages were created incorrectly, for example directly from the configuration and have incorrect dependencies. I would suggest to re-create anew the edit pages directly from the Section wizard.
If the issue persists, please contact us at support@creatio.com so we could investigate the issue from our side.
Basic functionality doesn't include the ability to apply filter conditions based on the connected objects for the portal user directly in the section, therefore the advanced filter option is not available for such user there.
As a workaround you may use a dynamic folder and set the needed filter conditions for it.
Also, we already have a query registered for our responsible R&D team to implement this functionality for portal users in the upcoming versions of the application. I will assign your case to this project in order to increase its priority.
Note, if the tab contains both details and field groups, there's no need to refresh the details independently since using this.reloadEntity() will reload both the field groups and the details on the page.
Unfortunately, your task cannot be achieved by using OOTB tools.
Business rules functionality can be used for "Connected to" detail only for filtration. But sadly, other rules will not be applied to this detail.
We have already registered the corresponding query for our R&D team and will be waiting for the implementation of this functionality in future releases.
I wanted to change the default field on the filters in the section page to other field, but right now it shows only the display value field. How can we achieve it?
The field displayed as first in the filter is the object displayed value. You can change it in the object itself via configuration in object properties.
Have a functional conflict with this implementation. Lets say, I have an object called Application with 2 columns - Application Number and Application Name.
What it is noticed is, if we set the filter default to Application Number, then the Title in the edit page of Application is also set to Application Number but as per the requirement, we want the title in edit page to display Application Name. How can we achieve it?
Inshort, how can we separate out the functionality - ie.,
1. To have the filter default to Application Number
2. To have the Title in Application Edit page set to Application Name
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