7.18 | Community Creatio

Question

7.18

Dynamic folder with parallel AND & OR

Julius

11:13 Mar 16, 2022

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

1 comments

LÉZORAY Nicolas

12:05 Mar 16, 2022

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

Show all comments

Question

warming

Marketing_Creatio

7.18

Experience with IP warming Elastic Email

Jasmin Hofstetter

09:40 Mar 16, 2022

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

0 comments

Show all comments

Question

custom web service security

Eran Malik

17:50 Mar 15, 2022

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 ?

0 comments

Show all comments

Question

Exchange rate and calculations - in multi currency environment

Aluma Ganiel Koby2

14:23 Mar 15, 2022

Hello

As i was strugle on this issue and finaly figure this out... i belive that this will be helpfull for others...

We have 3 currencies that involve on our process.

US Dollar, ILS - Israel Shekel, and ERU

we neede to translate the relevant currency from 1$ into 3.2 ILS (3.2 as the current rate)

when we try to approach the currency table - the Rate field was 0.0

when we try to approach the Currency Rate Table - the Rate field showed unreasonble number.

so... we checked and we didn't understand why and what. and eventualy, with a GREAT help of creatio represntative, we got this solution:

Preparations:

1. setup the base currency to our currency - in our case is ILS

2. setup the other currencies as follows.

example - US Dollar: setup the Ratio = 1000, setup the rate value to = 3289.000 (in case the 1$=3.289 ILS)

What happened on the back end is that the Currency Rate table is getting the values from this update, and setup the field "Rate" into 304.000 (in that case)

when we want to setup a calculation that uses this rate - whats needed to be done is:

A = get the ratio number from the relevant currency, from the currency lookup table.

B = get the Exchange Rate from the Currency Rate table, for this specific currency.

and do this math: A/B >>> and the result will give you the correct rate !

in this example the rate will be: 1000/304 = 3.289 (1000=Ratio from currency table, 304=Exchange Rate from currency rate)

Then we take the value from that result, and use it in the process.

actualy - when i come to think about it - we need to do this process in the currency table, and save this value for all uses...

If someone has bump into this issue and would like to share her/his opinion... i will be happy to see... maybe we did it all so complex for no reason ... but it works :-)

Thanks

2 comments

Julius

11:24 Mar 16, 2022

Try this guide to implement the Fixer.io -integration for this Purpose:

https://academy.creatio.com/docs/user/bpm_tools/bpm_process_examples/we…

https://academy.creatio.com/docs/user/customization_tools/web_services/…

Aluma Ganiel Koby2

13:08 Mar 16, 2022

Julius,

Thanks, I actually saw that article. i am not sure whether we need to integrate to this site of the the central bank in Israel...

Show all comments

Question

How can I manage my Sale teams KPI on Creatio sale

Phan Nguyen Thong

12:32 Mar 15, 2022

Hi Creatio community,

I am using Creatio sale. I want to ask that How can I manage my Sale teams KPI on Creatio sale?

For example:

- I can set up the Target KPI to my Sale team members such as: Number of Call, Message, Mails; Revenue

- I can control the KPIs of my team members by seeing how each person has performed

Please help me on that

1 comments

Anastasiia Marushenko

12:40 Mar 17, 2022

Hi there,

Thank you for your question,

To control KPI of each member, we would recommend using Dashboards. With it, you display the results of each member of your team. More information you can find in the article here.

As for target KPI, at the moment there is no corresponding functionality to setup constant numbers in Dashboard section. Our R&D team works on implementing such tool in future releases.

As for now, we would recommend using Gauge dashboard to set up KPI requirements.

Please let us know if any additional questions arise!

Best regards,

Anastasiia

Show all comments

Question

Studio_Creatio

7.18

Restrict the deletion only for "Do not delete connected records"

Janhavi Tanna

10:30 Mar 15, 2022

Hi all,

we want the option for "Delete connected records also" to be disabled/hidden from the page.

Please suggest a way for the same.

1 comments

Oleg Drobina

13:45 Mar 16, 2022

Hi,

Create a replacing module and select the MultiDeleteResultPageV2 module as a parent and add the following method in the replaced module:

getItemToolsConfig: function() {
						var deleteButton = {
							className: "Terrasoft.Button",
							imageConfig: this.get("Resources.Images.DeleteItemIcon"),
							classes: {wrapClass: ["constraints-icon-delete"]},
							markerValue: "tools-button",
							caption: this.get("Resources.Strings.DeleteRecordButton"),
							style: Terrasoft.controls.ButtonEnums.style.TRANSPARENT,
							menu: {
								items: [
									{
										caption: this.get("Resources.Strings.UnlinkRecord"),
										click: {bindTo: "callDeleteService"},
										tag: "CascadeUnlink"
									}
								]
							}
						};
						var ignoreButton = {
							className: "Terrasoft.Button",
							imageConfig: this.get("Resources.Images.IgnoreItemIcon"),
							hint: this.get("Resources.Strings.IgnoreHint"),
							classes: {wrapClass: ["constraints-icon-ignore"]},
							markerValue: "ignore-button",
							click: {"bindTo": "ignoreRecord"}
						};
						var toolsContainer = {
							className: "Terrasoft.Container",
							items: [deleteButton, ignoreButton],
							classes: {
								wrapClassName: ["constraints-item-tools-container"]
							}
						};
						return toolsContainer;
					},

and the following code to the schema diff:

{
						"operation": "merge",
						"name": "ByConstraintsContainerHeaderDeleteButton",
						"parentName": "ByConstraintsContainer",
						"propertyName": "items",
						"values": {
							"menu": {
								"items": [
									{
										"caption": {"bindTo": "Resources.Strings.UnlinkRecord"},
										"click": {"bindTo": "callDeleteService"},
										"tag": "AllCascadeUnlink"
									}
								]
							}
						}
					},

Save the replaced module and refresh the page, the option will be removed.

Best regards,

Oscar

Show all comments

Question

businessProcess

using tags

7.18

System.Net in Business Process

Solem Khn

05:58 Mar 15, 2022

Hi,

I tried adding System.Net in Business Process Using property and it is throwing me error "A namespace cannot directly contain members such as fields or methods".

Is there any workaround?

Best regards,

Solem A.