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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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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Hi,



Is it possible to create target graphs for marketing data, sales data and service data , like in the graphs below ?



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Hello Damien,

 

Thank you for your question!

 

Could you please describe this idea in more detail? What would you like to achieve by building the mentioned graphics? Also, please specify which graphics from the picture do you refer to?

 

Thank you in advance.

 

Kind regards,

Anastasiia

Hi Anastasiia Lazurenko,



In this dashboard example, I am referring to campaign opps vs Target or campaign won opps vs Target.



Would like to set Targets for oppen opps, lead created , closed won opps.. A fixed amount that can be set for an individual , a country or a team or part of team for a year, a quarter or per month. Against which we can measure progress along the year as leads get added, as opps get signed, as opps get created.  Targets can be in terms of numbers of leads or opps but also in terms of financial amount.



That can appear for example as a line to pass on a graph, as a reference in numbers in a table, or a baseline for those target graphs as seen in the screenshot.



And I am not talking about the budget amount of an opp vs the actual amount signed of an opp. I am talking about overarching targets which are most important for any company.





Thanks,



Damien

Hello Damien,

 

Thank you for explaining.

 

This can be done with the help of the gauge dashboard. You can read more on this here:

 

https://academy.creatio.com/docs/user/no-code_customization/setup/set_u…

 

Here is how it looks like:

 

Kind regards,

Anastasiia

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Hi,

Adding, editing tasks works ok but I faced a problem with canceling the meeting in CRM and syncing with outlook. Any idea how it works to cancel/delete tasks and sync this action with the outlook calendar?

 

BR Paulina

 

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Paulina Ściegienna,

 

Unfortunately, Creatio will not remove the deleted Activities from Outlook Calendar when deleted in Creatio Calendar.

Moreover, the Creatio Calendar would update only similar fields in the Outlook calendar of the Activity (e.g. the name, the timeset, but not the status of the Activity, as there is no field to update)



Currently, this is an expected Creatio Calendar behavior. The activities can be removed only from the Outlook Calendar if they are required to be deleted.



There is already a problem registered for our R&D team regarding this and such functionality might be implemented in future releases.



Best regards,

Bogdan

Hello Paulina,



Unfortunately, the synchronization works only in "one way": from the outlook to Creatio. 



Best regards,

Bogdan

What do you mean by "one way"? Activities can be exported and imported but in my tests, canceling/deleting tasks doesn't work in any way (Creatio to outlook & outlook to Creatio) 

Paulina Ściegienna,

 

Unfortunately, Creatio will not remove the deleted Activities from Outlook Calendar when deleted in Creatio Calendar.

Moreover, the Creatio Calendar would update only similar fields in the Outlook calendar of the Activity (e.g. the name, the timeset, but not the status of the Activity, as there is no field to update)



Currently, this is an expected Creatio Calendar behavior. The activities can be removed only from the Outlook Calendar if they are required to be deleted.



There is already a problem registered for our R&D team regarding this and such functionality might be implemented in future releases.



Best regards,

Bogdan

All clear. Thank you, Bogdan 

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Hi Team,

I am passing a message from business process via script task and receiving the same in the edit page. On receiving, I am displaying a pop up message. Though it is working functionally, I am getting error attached. I have also attached script task and message receiving code.

I am able to capture the message ("PreviewEmail") and getting the pop up as well. However, I am getting the error in console after this. kindly help me on this regard.

Thanks,

Gokul

Guid CurrentUserId = Get<Guid>("CurrentUserId");
string sender = "PreviewEmail";
// Example for message
//string message = "Please check email preview to approve the lead.";
string message = JsonConvert.SerializeObject(new {
    RecordId = Guid.NewGuid(), // your record Id
    Name = "Please confirm the email template to approve the lead"
    // some other parameters
});
 
// For specific user with sysAdminUnitId
IMsgChannel channel = MsgChannelManager.Instance.FindItemByUId(CurrentUserId);
if (channel != null) {
    var simpleMessage = new SimpleMessage() {
        Id = CurrentUserId,
        Body = message,
        Header = {
            Sender = sender
        }
    };
    channel.PostMessage(simpleMessage);
}
 
 
return true;
onMessageReceived: function(sender, message) {
	try
	{
 
 
		if (message && message.Header && message.Body) {
 
			if (message.Header.Sender === "UpdateLeadSection") {
				var result = this.Ext.decode(message.Body);
				if(this.get("Id") === result.RecordId)
					this.reloadEntity();
			}
 
			if(message.Header.Sender === "PreviewEmail")
			{
				this.log("received message");
				var resultMsg = this.Ext.decode(message.Body);
				this.showInformationDialog(resultMsg.Name);
 
			}	
 
		}
	}catch(e)	
	{this.log(e);}
 
 
},

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Hi Gokul,

 

There is an easier approach for the message to be sent to the current user. In your case you receive undefined as a message and as a result you receive a JSON decode error (the client-side logic tries to deserialize an undefined object). Please use the approach below:

 

1) Business process script-task:

string sender = "PreviewEmail";
string message = JsonConvert.SerializeObject(new {
    RecordId = Guid.NewGuid(),
    Name = "Please confirm the email template to approve the lead"
});
MsgChannelUtilities.PostMessage(UserConnection, sender, message);
return true;

add the following usings to the process:

Terrasoft.Configuration;
Terrasoft.Messaging.Common;
Newtonsoft.Json

2) Create a replacing view module for the ClientMessageBridge module with the following code:

 define("ClientMessageBridge", ["ConfigurationConstants"],
    function(ConfigurationConstants) {
        return {
            messages: {
                "PreviewEmail": {
                    "mode": Terrasoft.MessageMode.BROADCAST,
                    "direction": Terrasoft.MessageDirectionType.PUBLISH
                }
            },
            methods: {
                init: function() {
                    this.callParent(arguments);
                    this.addMessageConfig({
                        sender: "PreviewEmail",
                        messageName: "PreviewEmail"
                    });
                }
            }
        };
    });

3) In the replaced schema of the edit page add the following code:

messages:{
			"PreviewEmail": {
				"mode": Terrasoft.MessageMode.BROADCAST,
				"direction": Terrasoft.MessageDirectionType.SUBSCRIBE
			}
		},
		methods: {
			init: function() {
                    this.callParent(arguments);
                    this.sandbox.subscribe("PreviewEmail", this.onMessageReceived, this);
                },
			onMessageReceived: function(sender) {
				if(sender.Header.Sender === "PreviewEmail"){
					this.log("received message");
					var resultMsg = sender.Name;
					this.showInformationDialog(resultMsg);
				}
			},
		},

As a result the message will be successfully posted via WebSockets:

it will be correctly processed by the onMessageReceived method and there won't be console errors:

and the popup will appear:

The general recommendation is: please debug the logic when you receive something that is not expected.

 

Best regards,

Oscar

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Hi guys,

 

Could you please help me in how can I remove chat buttons from the actions bar?

I'm not using facebook nor telefram nor whatsapp so I'd like to remove that functionality completely.

 

Please see the image attached 

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