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?
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?
It's hard to say without access to the configuration of the website. Perhaps you have enabled specific folders for the synchronization and Incoming is not one of them.
Please contact Creatio technical support via email support@creatio.com so our team can assist you.
The problem here is that the StoredProcedure class calls not stored procedures, but functions and it's so because of the fact that PostgreSQL supports stored procedures starting from 11 version. Currently there is no way to call a PostgreSQL procedure from a business process.
If the Parent Object of your entity is "Base Entity", all the Event Listeners of Base entity will be triggered during the execution of business processes.
It depends on the MarketPlace add-on. Let me explain to you on the SQL Executor for Creatio add-on:
In order to set permission rules you need to go to ‘System Designer’, click on ‘Operation permissions’, and select operation named ‘Access to ‘SQL Console Requests section’ (the code is CanUseSqlConsole).
Having it done you can add or delete access rights for users and groups of users.
Right after you complete making these settings, please make logout and login into your account again.
System users will come top to down while filling the form but since primary manager and secondary manager fields are required, they can't create record in Qualification and Awards detail first without filling the Primary manager and secondary manager fields.
How can we correct this that keeping the primary manager and secondary stakeholder required, it shouldn't restrict the user to create records in the details?
We usualy make such field required on specific stages. So, it is possible to fill the details, but not possible to save in next stage until the fields are filled in
It's not possible to proceed with adding data to details on the record page before filling in the required fields on this page, it's expected behavior and as of now it cannot be changed with basic system tools.
As mentioned by Vladimir, there is a workaround to make the fields required only on the specific stage of the record, so users will be able to fill in the details with data on the previous stage and on the next stage the fields will be required.
Please find more information about this functionality in the article below and connected articles:
the feedback case page (021/0/Nui/Feedback.aspx?vm=FeedbackModule&token=138ce645-68ad-48ee-a24b-b7fa7ed2822d&schemaName=CaseRatingFeedbackPage) appears always in english, on my creatio instance.
There are the localization strings in the client schema "CaseRatingFeedbackPage"
The feedback page is using your web browser settings to choose the appropriate language.
For example, if the browser language is set to English - the feedback page will be in English, if the user uses Russian - the page will open up in Russian, and so on.
Is there a way to send a notification email to contact owners when specific contacts are participating in any of the campaign step? For example, I want to send a notification to owner when a mail sent to a contact is opened. I am trying to stick with only campaign section and campaign flow edit, using campaign elements.
using the campaing elements this would be not possible, you would need to use a business process for this. You can create a signal that will be triggered by the condition that you desire. After that you can create in the business process an email that will be automatically sent to the contact owner. Business process designer article: https://academy.creatio.com/docs/user/bpm_tools/business_process_setup/…
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