Hi community,

 

Is it possible to use the BufferedImportEntity table to import data from an external source, without using the creatio import function?

My idea is to load using a script block  this table and use it as a temporary table.

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Hi Stefano,

 

It's not recommended at all. Please create a section that will be not displayed anywhere and use its table to perform a data import from an external source.

 

Best regards,

Oscar

Oscar Dylan,

Thank you Oscar.

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Hello,



when replying to an email in Creatio, the lookup widget is missing in front of the CC field (the magnifying glass icon).

Can someone confirm this ?

it seems to be a bug...



Regards

Patrice

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Hello Patrice,

 

Thank you for your question!

 

Most probably, this field was replaced (added manually). We kindly suggest approaching our support team via support@creatio.com to have a closer look at the issue. It is hard to determine the root cause without having the access to the system itself.

 

Kind regards,

Anastasiia

Thank you Anastasiia,

i did thought it was an oob feature, it indeed has been added manually..

I'm gonna investigate a bit more about it.



Best regards

Patrice

Update : 

for some reason, in EmailPageV2,  the CC widget was disabled with 

{
"operation": "remove",
"name": "ToggleCopyRecipientVisible"
}

So i removed that part and added :

{
  "operation": "merge",
  "name": "ToggleCopyRecipientVisible",
  "values": {
   "layout": {
    "colSpan": 1,
    "rowSpan": 1,
    "column": 23,
    "row": 1
   }
 }
}

Issue solved !

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We need to import lookup values in more than a language from an Excel file.

We have an Excel with two columns: Name (italian) and Name (english).

When we import from Excel the Name column goes into the "current language" lookup name but we want to import the names in two different languages (both active in Creatio) without duplicating them.

How can it be done?

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Hi Massimiliano, 



You need to import values into two different objects. Let's take [Lookup] for example. 



When you import the values for the English culture, you can import directly into [ObjectName] (Lookup in our case) and can only have two columns: Id of the record and the actual Value. 



When you import the values for Italian Culture you need to import into Sys[ObjectName]Lcz ( SysLookupLcz in our case) and you need 3 columns: Id of the record - mapped to RecordId, CultureId and the Actual Value. 



Best regards,

Yurii.

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So I was wondering...

I noticed that the "Feed" has a field called "Color" yet it doesn't really do much, I tried changing the colors and posting different stuff but it appears to be there for no reason, I assume that's not the case as there must be a reasoning behind this field so I figured I'd ask.

 

What does it do or change? How can I use this field?

 

 

Thanks in advance!

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Hello Edo, 

 

This field changes the color of Channel message, you can check the changes in the Feed section directly:

 





Should  you have any additional questions, please let us know!

Best regards,

Anastasiia

Hey,

 

Thank you very much for your reply!

 

That is super weird, I just checked 3 different domains we are working on and none of them has this.

 

I was looking at the Feed section and it's all blank white, no matter what color is chosen.

 

 

Edo Sagron,

For me I can see the colors in the feed section itself, but not in the communication panel feed. There is CSS out of the box that hides the colors in the feed panel in the right side communication panel. I don't know if it was intentional or not, since it adds the left border color, but then sets the style to not show it, weird. Just thought I'd mention this in case you're looking at the feed in the panel. See 

https://share.customerfx.com/7KuAZj7p

If you wanted to override this, you could add this as a global style:

.right-panel #ESNFeedModule_WrapContainer .parentPostContainer {
    border-left-style: solid !important;
}

Then it will show the color in the communication panel feed items.

Ryan

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Hi Team,

 

Do you know why this add-on is no longer supported?

Last update the : 27.10.2020 and compatible till the version 7.12.4 

https://marketplace.creatio.com/app/image-preview-creatio

 

Thank you in advance!

 

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Hello Thibaut, 

 

The add-on is no longer supported as this functionality has been already implemented directly in a system. So you can now, for example, see the preview of the image attached to the case directly on the case page by only clicking on it (without downloading it). 

 

Hope it clarifies!

Best regards,

Anastasiia

Anastasiia Zhuravel,

Hello Anastasiia,

 

With this old add-on, it was also possible to view a PDF file in a popup, the same way as an image. Now, this is not possible anymore. Will this be implemented in a next release? 

We have a customer who used this add-on very frequently and is now complaining that he needs to download each PDF...

 

Kind regards,

Vincent

Vincent Tahon,

 

This functionality has been already implemented directly in a system. So you can now, for example, see the preview of the image attached to the case directly on the case page by only clicking on it (without downloading it). 



Best regards,

Bogdan

Bogdan,

Hello Bogdan,

 

This works fine for images, but not for PDF-files.

The old add-on also showed a similar preview for PDF-files, which is very convenient for our customer who uses many PDF-files.

 

Kind regards,

Vincent

Hi Community

 

Any news on this point?

we have 2 potential projects that are pending on having this feature in Creatio exactly for the same reasons described by Vincent.

pdf preview is available in most of the competition and it would be a big plus to have in Creatio as an OOB feature

thanks

Luis

Luis Tinoco Azevedo,

did you find a solution ?

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Hi team,

 

Can you help me out with File system storage integration? 

I installed External File Storage for Creatio | Creatio Marketplace and I defined in Lookup Default file storage for section that provider is File system as you can see in screenshot:

The problem begins when I try to upload some attachment data in any of these Section, I get this message:

Other problem is when I try to transfer attachment file ( Storage = File system) to other section I get empty file ( size = 0 kB).

Can you help me with this problem or give me some guides what to do?

 

Thank you in advance!

 

Best regards,

Marijana

 

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3 comments

Hello Marijana,

 

Thank you for your question!

 

Your question is related to the functionality available within the marketplace application: External file storage for Creatio (https://marketplace.creatio.com/app/external-file-storage-creatio?_ga=2… you encounter any issues while using the add-on, please reach out at support@samarasoft.com for further assistance.

 

Kind regards,

Anastasiia

Marijana,

One thing to check is to make sure the folder in the file system has access by the application pool user for Creatio in IIS. 

Ryan

Hello,

 

Thank you for your help, now it works!

Have a nice day.

 

Best regards,

Marijana

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Hi everyone,

 

I've got an issue with the WordPress plugin for Creatio which i'm trying to implemented on behalf of a customer. We've managed to successfully capture all data from their ContactForm7 webpage into Creatio except for tickbox entries.

 

Has anybody had any issues like this before when using the WordPress plugin?

Unfortunately, the customer has quite a few tick boxes on their webform that do need to be captured so changing these fields data type is out of the question.

 

We did try changing the naming convention of the tick box fields to suit the Gravity forms way of implementing this but alas this hasn't worked either & I'm out of ideas!

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Hi Team,

 

We are trying to add a new Knowledge base article in the KB section and linking it to case for a certain case category but when we create a case of a category the Knowledge base detail in the case doesn’t show up the KB linked to that category.

 

Steps :

Added a new article in the KB section and linked it to case category from the linked to tab in KB

 

Created a new case and added the category to the case.

 

In the Knowledge base detail [available OOTB) in the case section doesn’t show the linked KB to the case category selected

 

Question : Isn’t it OOTB feature to show up the KB associated with the category or a business rule needs to be written or a process to show up the KB article linked to the category?

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Hello Amritha, 

 

Based on the provided information I can assume that you are referring to Playbook hints functionality. It can be configured in the corresponding "Playbook" tab of the Knowledge base record:

And based on our settings, this article will be available for a user as a Playbook hint on the Case record page, once case is in status "In progress":

Please refer to the article below for more detailed information:

https://academy.creatio.com/docs/user/crm_tools/knowledge_base/playbook…

 

Best regards, 

Anastasiia

Anastasiia Zhuravel,

Thanks Anastasiia. But unfortunately "Playbook" option is not available in the given instance [7.17.4] 

 

As shown in the above screenshot, i have connected the category, service type and service.

 

Later, created the case with the same type, as shown below

but the knowledge base is empty.

Please do help on how to get the "Playbook" in the 7.17.4 version or alternative to get the knowledge base linked to the case appropriately.

 

Thanks,

Mayan

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Hi Team,

 

I want to fetch the values of actions associated with the section that I'm accessing for which I have written the code given below:

 

The code is giving me the result as :

 

I'm still not able to fetch the list of action menu items as the section. Please help me fetch the values of action button items.

 

 

Thanks in advance

 

Sarika Sharma

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Hi,

 

Please explain which data do you want to fetch from these buttons.

 

Thank you!

 

Best regards,

Oscar

Hi Sarika

 

 

Here is the post where the same question is discussed:

 

https://community.creatio.com/questions/Fetchsectionactionlist

 

Please let me know if it helps!

 

Regards, 

 

Bogdan L.

 

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When I try to create a new object I get the message "Primary Column property not set" I cannot see anywhere in the object creation page to set this.

 

Can someone direct me to where to set this property

I using the trial version

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Best reply

Hi Robert,

Typically, your object should have "BaseEntity" as it's parent. When BaseEntity is selected as the parent, it will inherit an Id column (plus others) and the Id column will be selected as the Id column for the object. The error is letting you know that the object does not have a column selected as the Id column (when you select BaseEntity as the parent it will select the Id column as the objects "Id" property).

Here's an example of what I mean: https://share.customerfx.com/ApuEljAl

Ryan

Hi Robert,

Typically, your object should have "BaseEntity" as it's parent. When BaseEntity is selected as the parent, it will inherit an Id column (plus others) and the Id column will be selected as the Id column for the object. The error is letting you know that the object does not have a column selected as the Id column (when you select BaseEntity as the parent it will select the Id column as the objects "Id" property).

Here's an example of what I mean: https://share.customerfx.com/ApuEljAl

Ryan

Ryan Farley,

Thanks Ryan, makes total sense.  I was coming at this from a DB perspective not an ORM object modeling perspective duh!

 

And thanks so much for thge video, that is awesome!

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