Hello community

 

Is there an option to copy a DCM process?

 

I need to build a process, very similar to one I already developed.

If I could somehow duplicate my process, a lot of work will be saved.

 

Thanks

 

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Hi,

How can I break the connection between "Contacts" and "Accounts"?

I added the contact and account field in the "Case" section as shown below.

 

What I want is, if possible, to break the connection between these two objects. It is possible?

 

Thank you!

 

Kind regards,

Andreia

 

Thank you!

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Hello Andreia,

 

This might be connected through a business rule of your page. (in this example the case section wizard)

 

You can disable it there. 

 

 

Kind regards,

Yosef

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Which email service provider (UniOne, etc) should I use ? can I use the same email service provider both for the PROD and DEV cloud sites ?

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Hi All,

I need to put validation to restrict the lookup column "Name" to a certain number of characters(not 50,250,500). Can anyone suggest how can i achieve that?

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Hello rajat,

 

You can add an event on the object itself through the configuration:

https://prnt.sc/LIjTKY0mxzdz

 

Get the value of the Name field and make sure that it isn't longer than x characters.

 

 

Kind regards,

Yosef

Hello rajat,

 

You can add an event on the object itself through the configuration:

https://prnt.sc/LIjTKY0mxzdz

 

Get the value of the Name field and make sure that it isn't longer than x characters.

 

 

Kind regards,

Yosef

Hi yosef,

I am not able to add anything in that business process. Can you guide me how  to achieve the above objective

 

rajat patidar,

 

Make sure the object exists in your package (custom package is the default one) and then use an event subprocess.

Here's an example on how to work with server side code:

https://academy.creatio.com/docs/developer/interface_elements/record_page/field/add_auto_numbering_to_the_field#title-1349-12

 

You can then follow this logic:

https://academy.creatio.com/docs/developer/interface_elements/record_page/field/add_the_field_validation

 

 

Kind regards,

Yosef

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Hello Creatio Community!

When I copy an Application, only the application fields are copied. Its details(like the Application forms related to it) are not copied. 

My functional requirement is to copy the application together with the App Forms. How can these be done in Creatio ? Is there any similar implementation

(back-end development)?

 

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Hi community

 

In the case section I have configured 2 different pages based on the category field.

Is it possible to control which page a user can use based on the functional role that the user belongs to?

Screenshot by Lightshot (prnt.sc)

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Hi,

I configured the permission on case category lookup values based on the functional role that can use it, but It doesn't work.

Is it possible to hide some lookup values based on permission ?

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Hi it would be great to be able to group series by trimester.



For example if we want to compare signed opportunities by quarter, either we have to create 4 tables at the moment with filters on specific dates (need to rework the dashboard each year), or make due with visualization of 3 months. But we would like to group per quarter for the whole year and compare par current versus last year.



Also, in the visualization, could we have months in text and not numbers ?



(January, February, etc... instead of 1, 2, ...)



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Hello 

 

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

 

Thank you for helping us to improve our product. 

 

Best regards,

Bogdan

Ditto - we have the same need to be able to report quarterly results ie.  Sales Sold by Quarter by Sales Manager

 

Hi Team !



Do you have any idea on planned availability ? :)



Cheers,



Damien

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Hi. I'd like to filter with parallel AND & OR filters in one and the same filter setup.

Is this possible? And is it possible everywhere?

https://prnt.sc/6oaNJPZRMrSd

 

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from another objet like account, it is possible... but you will retrieve only one contact by account...



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Hi community,

does anyone have experience with IP warming with elastic email? The standard throttling mode for warming up cold audience is set to 25 E-Mails per day for the first 3 days, than 50 for the next couple of days ect.. From my experience with other tools and ESPs the warming was a bit faster. I am aware that the limits can be set individually, I am wondering if any of you already tried to warm up a bit faster starting with higher thresholds.

Thanks for your input & have a great day,

Jasmin

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Hi,

Q:   IS Creatio custom web service DDOS safe ?



In other words:   If I create a custom web service (Anonymous) for integration with external systems (of course with basic security logic to identify the source which is accessing my endpoint), Is creatio DDoS Safe? Or in this case i should use application firewall (like cloudflare) infront of creatio ?

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