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 !

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.

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

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 ?

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

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

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.

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!

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