how can I add a link to a created activity on the email sent by "Send email to case assignee"  process ?? 

 

 

Like 0

Like

3 comments

Hello Eran, 

 

Could you please elaborate a bit on your business task, do you need to have the direct link to the activity page ( meaning email record sent by "Send email to case assignee"  process) or which functionality exactly should be achieved?

 

Thank you in advance!

Best regards, 

Anastasiia 

Hi,

There is a process (in process library) "Send email to case assignee" that sends email to the employee once a task is assigned to him. 

This process creates a new activity (for the employee to handle the case) and populate the "Specifying case assignee" email template, then sends it to the employee email.

 

I need to add a link in this template that will take the user directly to the newly activity page that was created by the process.

 

I hope it's clearer now  :-).

 

Thanks.

Hello Eran,

 

We've been able to build a process that would make such an idea work. Please follow this link to download the process, then you need to install it on your instance to see how everything works.

 

Just a few comments though:

In the [Add data] element, you would need to change the "To" and "From" fields to the values you need. Also, please remember that this is just an example of how such logic can be implemented and that it is possible. However, though this process could work on its own, you will need to implement it into the "Send email to case assignee" business process on your own and make changes to it so it could work seamlessly within the main process.

 

Please let me know if any questions appear or additional information is needed!

 

Kind regards,

Mira

Show all comments

Hello community! 

I would like to know if there's an easy way to check whether or not an input string is an acceptable email address (mening that it contains at least "@.")

I would like to check the correctness of the input received by the user, no need to verify the validity of the email address (I know there's an addon in the marketplace for that). 

Otherwise I'll just stick to the old but gold "[#myParam#] !=  String.Empty" check.

Thank you in advance.

Have a great day (:

Like 0

Like

2 comments
Best reply

Hi Federica, 

The very basic way to check for a character or a string inside another string is to use String.Contains('char') method. 



For example, you can use it in your conditional flow like this :

[#ReadDataUserTask1.First item of resulting collection.Notes#].Contains('@')

 

Best regards,

Yurii. 

Hi Federica, 

The very basic way to check for a character or a string inside another string is to use String.Contains('char') method. 



For example, you can use it in your conditional flow like this :

[#ReadDataUserTask1.First item of resulting collection.Notes#].Contains('@')

 

Best regards,

Yurii. 

 

Thank you Yurii! 

 

Show all comments

Hello 

When creating a new Task the system automatically sets the task duration 30 minutes. How can I change this default value?

 

There is an older question about it, but I can't find that line that is mentioned there  

 

Thanks in advanced for your help!

Like 0

Like

3 comments
Best reply

Hello Cesar,

 

Unfortunately, there is no option to change the default value anymore.

As a workaround, you are able to change the duration after creating the task.

 

Thank you,

Artem. 

Hello Cesar,

 

Unfortunately, there is no option to change the default value anymore.

As a workaround, you are able to change the duration after creating the task.

 

Thank you,

Artem. 

Hello Artem,

 

In version 8.0.10, is it possible to change the default value assigned to the duration of activities?



Thank you,

Andreia

 

 

Hello Andreia,

 

Unfortunately, this option is still not available at the moment. However, a task has already been registered in our R&D team to consider and implement such a feature in future releases.

 

 

Show all comments

Hi Team,

 

How can we clear the value of any decimal/integer/Currency field value.

I have tried using the below given approaches for achieving this :

 

1. I have applied one business rule through which when the checkbox adjacent to the decimal/integer/Currency field is unchecked, the value in the decimal/integer/Currency field becomes 0.

 

2. setting the field value as null by code on edit page of the section

(this.set("UsrFieldName"),null);

 

I want the field value to be absolutely cleared out and even there should not be any 0 by default value.

 

Please help me find any solution to this.

 

Many Thanks,

 

Sarika

Like 0

Like

1 comments

Hello Sarika, 

 

As of now, there is no way to replace "0" with empty/blank value for columns with Integer/Decimal/Currency type as it will contradict working logic of a column (unspecified/empty value is being converted to 0). 

We already have a corresponding query registered for our R&D team to implement such functionality in the upcoming versions of the application, I will assign your request to the project in order to increase its priority.

Thank you!

 

Best regards,

Anastasiia

Show all comments

Hi,



Can we deactivate / hide the icons in the right side action pane (for example here below hide the email and chat icons) the same way we can deactivate for the phone ?



Like 0

Like

1 comments

Hello Damien, 

 

Most of the icons cannot be removed from  the Communication Panel with a help of basic system tools but only with a help of development. 

Still, there is a way to hide the phone icon by disabling the functionality, please refer to the below post:

https://community.creatio.com/questions/how-can-hide-calls-icon-fron-co…

 

Also, there are some of the related posts with examples of how the described functionality can be achieved for other icons:

 

https://community.creatio.com/questions/remove-chat-panel

https://community.creatio.com/questions/hide-buttons-communicationpanel

 

Hope it clarifies!

Best regards,

Anastasiia

Show all comments

Hi 

 

Is there a way to set up a 'Formatting pane' for different fields/ columns

 

Thanks 

File attachments
Like 0

Like

1 comments

Hi Minh, 



One of the ways to do it is to add : 

 

{ 
 
"operation": "merge",
"Name": "$name$"
"contentType": this.Terrasoft.ContentType.RICH_TEXT 
} 

 

to the "Diff Schema" section of the schema of the page

where $name$ is the code of the field.



Important points: 



1. You can only add it to Text fields. 

2. It will add HTML tags to the content of the field, which might be displayed as well : 

 

3. Also, as you can see on the above screenshot, it adds the panel to the page, which is not collapsable.



Please consider the points noted above, before making changes. 



Yurii

Show all comments

Hi Community, how are you?

We have own package configured as seen on the image below:

 

In this environment we are using this addon: https://marketplace.creatio.com/app/field-sales-creatio

We made customization for mobile (Account, Contacts, Opportunities, etc. ) that are working as expected on the default workplace. In this workplace we cannot use Field Sales, so we change to Field sales workplace. By default Field sales workplace only include activities so we included account, contact, etc. The scenario right now is:

  • If we use default workspace we see our customization but activities is standard without field sales functionality
  • If we use Field sales workspace we can use field sales functionality but our customization on Account for example are not visible (we see the standard account)

Our goal is to combine Field Sales add-on functionality with our customizations. We thought that this was something that was given implicitly since in our package we inherited from field force.

Appreciate any help.

Thank you

 

Like 0

Like

3 comments

Dear Uriel, 



In this case, depending on kind of customization you made you need to check MobileManifest and Modules you are using for DefaultWorkplace and try to copy them and their content into respective modules and manifests for Field Workplace. 



Basically, workplaces in mobile are different applications and in this case you will have to manually transfer the needed changes. 



Kind regards,

Roman

Roman Brown,

Thank you!

I tried but I couldn't. It takes me some changes yes and others no. Do you have any example of this?

Regards.

Uriel, 

 

Unfortunately, there is no examples we can provide you with as there can be different variations of customizations made. The general recommendation would be to perform all the manual changes you need to make in Mobile Application Wizard before modifying the code in schemas, because saving changes in wizard will override your customizations. 



Once all the fields and sections are added, you can proceed with transferring customizations in code. 

More information on customizations can be found in this academy article and all other articles related to it:

https://academy.creatio.com/docs/developer/architecture/microservices/m…



Best regards, 

Roman

Show all comments

Hi Team,

 

Response time and resolution time is filled in based on the combination of case category, service type and service but when the cases are created via email only the case category is filled in and an email is sent to the customer without resolution time.

Is there a setting were we can set a resolution time only with the case category?

 

 

Regards,

Mayan

Like 0

Like

1 comments

Hello Amritha,

 

In order to change how resolution time is calculated please go to system designer -> Lookup -> Case deadline calculation schemas.

 

In there, you are able to choose one of the default options (one of which will suit your demand and is called "By service") or create your own rules.

To read more about resolution time calculation please refer to the academy article here.

 

Thank you,

Artem.

Show all comments

Is this a known issue? When any of our users try to upload a template to an excel report, it fails without an error message. The "template uploaded" box does not get checked. Any other users experiencing this or have troubleshooting suggestions?

Like 0

Like

3 comments

Hi Mitch,

 

Yes, this issue was reported, however we were unable to reproduce it. Please specify the following to help us reproduce the issue:

your Creatio product and version

add-on installation date

send us a template file without confidential data in a private message

 

Kind regards,

Ivan.

We are using Creatio Service, Sales, and Marketing v7.18.3 install date 11/1/2017

Mitch Kaschub,

Hi Mitch!



I recommend updating your add-on to the latest version as this issue was fixed in it.

You can find the latest version on this page:

https://marketplace.creatio.com/app/excel-reports-builder-creatio

Show all comments

Hi Team,

 

I am not able to add detail (Education) record in the new section record, please see the error it is displaying on the console. 

 

I have tried compiling the system, but it didn't work.

However I am able to create records in the detail in already created records of the section.

 

Please help me in resolving this.

 

Many thanks!

Like 0

Like

1 comments

Hello Akshit,

 

Could you please contact our support team in order to investigate your problem?

Please send us an email at support@creatio.com

 

Thank you,

Artem.

Show all comments