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

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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.

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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?

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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

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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!

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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.

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I've setup my yahoo mail in creatio and I can send emails.

BUT in my "incoming" box in creatio I can't see any email! (looks like it won't sync).

BTW: I can see my sent emails the "outgoing" (so some sync did happen ! )

 

Any idea?  

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Hello Eran,

 

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.

 

Best regards,

Bogdan S.

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Hi community,

is it possible to call a procedure inside a script block in a business process ?

A postgres function can't contains commit statements.

A postgres procedure can contains commit statements.

I need to call a postgres procedure.

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Hi Stefano,



This is how we call postgres function with parameter from process script:



Guid usrRecordId = Get<Guid>("UsrRecordId");

StoredProcedure storedProcedure = new StoredProcedure(UserConnection, "UsrSetOpportunityRights")

    .WithParameter("RecordId", usrRecordId)  as StoredProcedure;

storedProcedure.Execute();

Vladimir Sokolov,

Hi Vladimir,

I know this way, but it doesn't work with procedure.

Stefano Bassoli,

 

Hi,

 

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.

 

Best regards,

Oscar

As I understand, function is performed as one transaction. And if error appears, rollback will cancel all actions.

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Hello community,

Is it possible to call BaseEntityEventListener.OnSaving for a specific entity from a business process?

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Hi, 



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. 



Best regards,

Yurii 

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Hi, 

 

I'd like to set permission for add-on (installed application). 

 

Anyone can help how can I do it please

 

Thanks

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Hello Minh,

 

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.

 

Best regards,

Bogdan

Hi Bogdan,

 

Thank you for your reply,

But I cannot find operation 'Access to' SQL Console Requests section, please see picture

Can I add new operation permission and link it to an addon?

 

Kind Regards, 

 

Minh,

 

This operation permission shoud be created automatically after add-on installation. 



Please try to create it manually, if it wasn't created automatically.

 

Best regards,

Bogdan

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Hi Team,

 

Please see the below screenshot : 

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?

 

Many thanks!

 

 

 

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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

Hello Akshit, 

 

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:

https://academy.creatio.com/docs/user/bpm_tools/dynamic_case_setup/case…



Best regards, 

Anastasiia

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Hi community,

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"

What am I doing wrong?

 

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Hello Stefano,

 

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.

 

Thank you,

Artem.

thank you Artem

Artem,

How does the URL of the feedback page is generated, I'm referring to the root URL (mysite.creatio.com/0)



I have set a system setting "SiteURL" to "mysitegateway.creatio.com" but it takes mysite.creatio.com in the smiley links.



But mysitegateway.creatio.com is configured using a proxy server for on-premise setup.





Best regards,

Bhoobalan Palanivelu.

hi Bhoobalan

check the PortalSiteUrl system settings value

 

Stefano Bassoli,

It's empty.

Does this PortalSiteUrl have to be populated as well, same as the "SiteURL" value?



Best regards,

Bhoobalan Palanivelu.

Bhoobalan Palanivelu,

You have to compile both field with

https://mysitegateway.creatio.com/0

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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. 

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Dear Ismet, 

 

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/…

Signals article: 

https://academy.creatio.com/docs/user/bpm_tools/process_elements_refere…

Business process event:

https://academy.creatio.com/docs/user/bpm_tools/business_process_setup/…

 

Thank you for contacting us.

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