Hello Vlad!

I have successfully bound list settings on CRM Creatio 8.0.8 using this add-on on my side. Please, provide more details so that we can reproduce your issue:

1. Which Creatio product and version do you use?

2. Did you save the list settings for all users before binding these settings? 3. List settings for which section or detail did you try to bind?

Good day,

Thank you for your question.

In this case, we recommend treating the portal application as a node of the web farm.

So basically, you just do all of the changes on your main node, then just transfer compiled and ready-to-go main node to your portal node.

Here is a separate answer that describes the steps on deployment for web farms in greater detail - https://community.creatio.com/questions/haproxy-site-installation-horiz…

Thank you.

Hello,

 

Unfortunately, this is only available in the new UI. If you want to configure "countdown" you can update and configure according to this documentation: 

https://academy.creatio.com/docs/user/nocode_platform/element_setup_exa…



Best regards,

Orkhan Gojaev

Can we create any business processs to solve this issue.

Alok Kumar,

Unfortunately we do not have such examples, we recommend that you upgrade to a newer version. 



Best regards,

Orkhan Gojaev

Hello,

Could you please elaborate a bit on the issue you have? Is there any specific error while using the functionality?

Anastasiia Zhuravel, WordPress auto-updated to 6.2 from 6.1.1 last night and since then, the entries are stuck in my wordpress database and not going into Creatio. I'm using Gravity Forms and I'm not seeing any error message. I also tested another form we use in Drupal 7 and these work fine

Hi Christelle,



Thank you for bringing this issue to our attention.

The connector you are referring to is no longer supported. As such, we have removed it from the Marketplace.

We recommend setting up the integration using the following functionality instead:

 

https://academy.creatio.com/docs/user/customization_tools/web_services

 

https://academy.creatio.com/docs/user/setup_and_administration/base_int…

Christelle Samson,

Hi Christellle,

 

We have found a new way to integrate WordPress forms using WP engine version 6.2 and upper. Please take a look at the article below. I hope this solution will be helpful for you.

HOW TO CONNECT WORDPRESS FORMS TO CREATIO

Hello Roman,



You can export pivot table data to Excel from the dashboard only in Freedom UI.



Please find more information here.

Bogdan,

Hello, 

I want to further ask on this. In freedom UI, Nor form edit pages neither list pages edit pages, there is no 'list' type component. Components in these edit pages are:

spline, bar, line, doughnut, area, column, scatter --> ( those are 'chart' types),

Pipeline

Metric

Gauge.

There is NO 'LIST' type component in new UI page/form/list edit Pages. 

Again, how can We 'create' list type dashboard element in new UI? And beside system being in new UI or old UI, How can we export pivot table? 

Ismet Sinan Ekici, 

Hello,

Sorry for the misunderstanding, but pivot tables are not currently available in Freedom UI.  You can use pivot tables only in the Classic UI, but unfortunately, there is no way to export them yet.

To answer your second question, to create a list element in the dashboard of the Freedom design, you can use a regular list element: 

Best Regards, 

Halyna 

Hello Olga,

Could you please clarify this question?

What difficulties arise?

Hello, Anastasia.

Now in the CRM - system only two methods of authentication are available - the basic and Auth 2.0, when setting up a web - service 

Only Token - based authentication is available for the web-service that we are trying to integrate with.

How can I configure Token - based authentication?

 

Hi,

I will try to describe the problem in more detail

In the documentation of the web service, in addition to Token-based authentication, there is a description of the authentication method based on OAuth 1.0a

Here is a successful request to Postman

When I tried to send the same request from Creatio (I copied the parameters from Postman), I get an error

Hello Olga,

Please review this video material, as it may assist you in implementing your task:

https://www.youtube.com/live/mHaGY1DxETw?feature=share&t=292

https://www.youtube.com/live/ehjfcBxpLsQ?feature=share&t=247

Dear Taras,



Could you please specify exactly what information you expect to receive from the system Data filter, we do not fully understand the needs of your request.



Best regards,

Pavlo.

I expect to see just current date there. The main goal is to make filter display 0 records whenever it is used on Sundays

Taras,

It won't be possible to add a condition like in your screenshot. Are we interested in a specific filter all in any filter in the section (for example disable displaying data in some section on Sunday)? If so we can restrict loading data to grid on Sundays using:

loadGridData: function() {
					var currentDate = new Date();
					var currentDayNumber = currentDate.getDay();
					var restrictDataLoading = currentDayNumber == 0;
					if (restrictDataLoading) {
						return;
					}
					this.callParent(arguments);
				}

This should be added to the section schema (like ContactSectionV2). If we are interested in a specific filter in the context of loadGridData we can read current filters using this.getFilters().getItems() and in case a needed filter is found - use additional current day check and restrict grid data loading. 

Thanks! This should work for me, I will try

Dear Moheman, 



Unfortunately, it's hard to say what have caused this behavior on the website. 

Please contact our support team via an email support@creatio.com and provide us with more details on what actions were made on the website prior to that so we could check it. 



Kind regards,

Roman

The code I'm using to access the web service (based on this) is as follows, the cookie is definitely retrieved (though I'm not 100% sure what the `_appUrl` should be):

string _output = "";
string _userName = "XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX";
string _userPassword = "XXXXXXXXXXXX";
string _authServiceUrl = "https://XXXXXX-crm-bundle.creatio.com/ServiceModel/AuthService.svc/Login";
string _authServiceUrl2 = "https://XXXXXX-crm-bundle.creatio.com/0/rest/IntExcelReportService/GetExportFiltersKey";
string _appUrl = "https://XXXXXX-crm-bundle.creatio.com/";
var _authCookie = new CookieContainer();
 
TryLogin();
TryForKey();
Set<string>("ProcessSchemarequestResult", _output);
 
// Sends a request to the authentication service and processes the response.
void TryLogin() {
    var authData = @"{
        ""UserName"":""" + _userName + @""",
        ""UserPassword"":""" + _userPassword + @"""
    }";
    var request = CreateRequest(_authServiceUrl, authData);
    //_authCookie = new CookieContainer();
    request.CookieContainer = _authCookie;
    // Upon successful authentication, we save authentication cookies for
    // further use in requests to Creatio. In case of failure
    // authentication application console displays a message about the reason
    // of the mistake.
    using (var response = (HttpWebResponse)request.GetResponse())
    {
        if (response.StatusCode == HttpStatusCode.OK)
        {
            using (var reader = new StreamReader(response.GetResponseStream()))
            {
                var responseMessage = reader.ReadToEnd();
                //Console.WriteLine(responseMessage);
                _output = _output + responseMessage + "\n\n";
                if (responseMessage.Contains("\"Code\":1"))
                {
                    throw new UnauthorizedAccessException($"Unauthorized {_userName} for {_appUrl}");
                }
            }
            string authName = ".ASPXAUTH";
            string authCookeValue = response.Cookies[authName].Value;
            _authCookie.Add(new Uri(_appUrl), new Cookie(authName, authCookeValue));
        }
        else
        {
        	_output = _output + response.StatusDescription + "\n\n";
        }
    }
}
 
void TryForKey() {
	string esqStr = "{\"rootSchemaName\":\"Contact\",\"operationType\":0,\"includeProcessExecutionData\":true,\"filters\":{\"items\":{\"a99615bf-66bc-4ad4-b6da-e2d8949e090b\":{\"filterType\":1,\"comparisonType\":3,\"isEnabled\":true,\"trimDateTimeParameterToDate\":false,\"leftExpression\":{\"expressionType\":0,\"columnPath\":\"Id\"},\"rightExpression\":{\"expressionType\":2,\"parameter\":{\"dataValueType\":1,\"value\":\"98dae6f4-70ae-4f4b-9db5-e4fcb659ef19\"}}}},\"logicalOperation\":0,\"isEnabled\":true,\"filterType\":6},\"columns\":{\"items\":{\"Full name\":{\"caption\":\"Full name\",\"orderDirection\":0,\"orderPosition\":-1,\"isVisible\":true,\"expression\":{\"expressionType\":0,\"columnPath\":\"Name\"}}}},\"isDistinct\":false,\"rowCount\":-1,\"rowsOffset\":-1,\"isPageable\":false,\"allColumns\":false,\"useLocalization\":true,\"useRecordDeactivation\":false,\"serverESQCacheParameters\":{\"cacheLevel\":0,\"cacheGroup\":\"\",\"cacheItemName\":\"\"},\"queryOptimize\":false,\"useMetrics\":false,\"adminUnitRoleSources\":0,\"querySource\":0,\"ignoreDisplayValues\":false,\"isHierarchical\":false}";
	string callData = "EsqString : " + esqStr + ", RecordCollection : [\"98dae6f4-70ae-4f4b-9db5-e4fcb659ef19\"], ReportId : \"ebf37bad-134c-423e-af16-aa0897522de6\"";
    var request = CreateRequest(_authServiceUrl2, callData);
    request.CookieContainer = _authCookie;
    using (var response = (HttpWebResponse)request.GetResponse())
    {
        if (response.StatusCode == HttpStatusCode.OK)
        {
            using (var reader = new StreamReader(response.GetResponseStream()))
            {
                var responseMessage = reader.ReadToEnd();
                //Console.WriteLine(responseMessage);
                _output = _output + responseMessage + "\n\n";
                if (responseMessage.Contains("\"Code\":1"))
                {
                    throw new UnauthorizedAccessException($"Unauthorized {_userName} for {_appUrl}");
                }
            }
        }
        else
        {
        	_output = _output + response.StatusDescription + "\n\n";
        }
    }
}
 
// Create request to the authentication service.
HttpWebRequest CreateRequest(string url, string requestData = null)
        {
            HttpWebRequest request = (HttpWebRequest)WebRequest.Create(url);
            request.ContentType = "application/json";
            request.Method = "POST";
            request.KeepAlive = true;
            if (!string.IsNullOrEmpty(requestData))
            {
                using (var requestStream = request.GetRequestStream())
                {
                    using (var writer = new StreamWriter(requestStream))
                    {
                        writer.Write(requestData);
                    }
                }
            }
            return request;
        }
 
return true;

The error that results:

System.Net.WebException: The remote server returned an error: (401) Unauthorized.
   at System.Net.HttpWebRequest.GetResponse()
   at Terrasoft.Core.Process.UsrProcess_3608a7dMethodsWrapper.<ScriptTask1Execute>g__TryForKey|1_1(<>c__DisplayClass1_0& )
   at Terrasoft.Core.Process.UsrProcess_3608a7dMethodsWrapper.ScriptTask1Execute(ProcessExecutingContext context)
   at Terrasoft.Core.Process.ProcessScriptTask.InternalExecute(ProcessExecutingContext context)
   at Terrasoft.Core.Process.ProcessFlowElement.ExecuteItem(ProcessExecutingContext context)
   at Terrasoft.Core.Process.ProcessFlowElement.Execute(ProcessExecutingContext context)

Gareth Osler,

I was able to implement this in the end, if anyone happens this way and would like to know the solution by all means DM me.

Gareth Osler,

hello Gareth i want to do the same to export a forecast in business process can you please share with me the solution 

Hello,

Could you please elaborate a bit on your business task as it's not quite clear what should be done?

Thank you in advance!

Best regards,

Anastasiia