Hello all,

I am repeatedly running into an issue where the Creatio Freedom UI page designer is showing a field under Data model attributes that is from a higher package in the hierarchy. The page I am working on does not depend on the page where the field is added but the page designer still thinks the field exists which is causing cyclical dependency errors every time I try to save the page even if I don't do anything to add the erroneous field to my page.

My page is properly placed in the lower package and connected with the version of the object within the same lower package. Why is Creatio disregarding my package structure and showing the field from a higher package? It's impossible to proceed when Creatio keeps making problems I'm trying to avoid.

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Hello,

 

The issue you are facing is related to how Creatio manages package dependencies automatically.

When you use elements from another package, Creatio adds dependencies which can sometimes lead to cyclic dependencies.

To resolve this:

-Review package dependencies - make sure your package does not depend (directly or indirectly) on a package that also depends on yours, creating a cycle.

-Adjust dependencies if needed - remove or rearrange package dependencies

-Verify current package setting - ensure you are working in the correct package and saving changes there.

-Refactor functionality if necessary — if the problematic field/functionality is not required in your package, consider moving it to a package where it won’t cause cycles.

Proper management of package dependencies and settings should help you avoid these cyclic dependency errors in Creatio.

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I have a simple business process that calculates the Quote total by summing the Item Total field in the Quote Item records - as shown below:

 

This business process is triggered by three signal events: Quote item created, Quote Item modified, and Quote item deleted. The process works successfully when the quote item is added or deleted. The issue is when the Quote item is modified - specifically when I change the related Quote. 

While testing the business process, I changed the quote item's related Quote field from Quote 1 to Quote 2 and it updated Quote 2's total field; however, it did not update Quote 1's total field. I realize this is the case because the business process has no way of accessing the previous field value before it was modified. 

 



Is there a way to go around this or a way for a business process to see the previous values of a record before it was modified?

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Hi, I would like to know if there is a max amount of concurrent requests that Creatio is able to handle for custom web services defined in Creatio.

Is there any way to configure the max number of allowed concurrent requests to the same service on the technical user, the web service or the package containing the web service?

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Hi Guys,
May I know in which Module the  "Workforce engagement management in Creatio" belong to? because i saw Creatio had a clip like this:

https://www.youtube.com/watch?v=G6cCMuJmSlg

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Hello,

The “Workforce Engagement Management” functionality you saw in the video is part of Service Creatio - the module responsible for case management, agent productivity, omnichannel communications, and workforce engagement features. 

 

“Workforce Engagement Management”  enables agents and supervisors to access and update workforce management data via telephone.

 

Have a nice day!

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Hello,

I am currently working on Integrating my Custom Object Data on Time Line tab in Contact form page, I have followed this link to accomplish this .


Now I want to show the file attachment preview or a downloadable link in the timeline tab.


This is what I have tried:

  1. In my first try, I tried to save the files in separate object and add that object as lookup field in my custom object.
    1. Result: It shows the name of file only in timeline object
  2. In my second try, I directly introduced  a file datatype field in my custom object,
    1. Result : It shows the raw file content in preview.

Also, How can we change the visibility of this field as I only want to show it if it has any value. I am using an online instance.

Can any one guide me on how to do this?

Thanks in advance for your support!!

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Hello,

Thank you for your message.

At the moment, displaying file previews or downloadable file links directly within the Timeline tab is not supported out of the box in Creatio. This functionality might require additional custom development.

Hope this will answer all your questions!

 

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Hi all,

I have a use case to create a salary benchmark report in our Creatio recruitment application, which shows what salary expectations our candidates had in a set period, structured with 

I store the salary expectation min. and max. on the Candidate's record, and I have an object called "Candidate's related fields", which consists of the main field (e.g. Software development), sub-field (e.g. .Net developer), and level of expertise (e.g. senior). One Candidate can have multiple related fields, and his/her salary expectation should be taken into account in all of them.

I was thinking about using the Forecast section to create a report that looks like the example in the following picture. I successfully created the frame (the "Candidate's related fields" being the Forecast object, the "Main field", "Sub-field", and "Level of expertise" being the 1-3 hierarchy levels.

I have issues with setting up the columns; it seems to me that the Forecast functions are not sufficient to fulfill what I want to achieve.

The main issue is, that the values are aggregated as I go upwards on the hierarchy levels, so the "Junior .Net software developer" row will have a sum of every individual row.

My question is, does anyone have any insight on whether this requirement can be met with Forecast? We have a few ideas about using auxiliary tables and business processes instead, but it would be great if it could be done very simply with Forecast.

Thanks in advance!

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Hi everyone,

I have encountered a small usability issue and I am hoping someone might have a suggestion.

When opening a record directly from an email (via a URL link), the page loads fine, but the “Close” button in the top right corner and the back arrow don’t work as expected. It appears that since the record is opened directly via a URL and not through standard navigation, there is no previous page for the app to return to.

While we understand the technical reason behind this, it’s not ideal from a user experience perspective. Users expect to be able to go back to the list or close the record.

Has anyone found a good way to improve or work around this?

Thanks!

Csilla

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I believe this is fixed somewhat in 8.3 as a beta feature that can be enabled (out of the box disabled)

Changed behavior of the Button component whose Action parameter in the Freedom UI Designer setup area is set to "Close page" when the action is executed immediately after the user logs into Creatio. Previously, the redirect behavior was inconsistent and could lead to navigating outside the instance or to an unintended blank state. Now, the user is redirected to the Creatio desktop page if the previous browser page is not a Creatio page. The functionality is managed by the EnableNavigationToDesktopBeforeQuit additional feature. Out of the box, disabled.

Ryan

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Dear Creatio team,

i'm trying to improve the ML models results for product recommendations.
For now, in many cases the predictions give no results or not so useful ones.

In the Account object, we have a custom field that contains a code to classify the company by business type. This field could be useful for the collaborative filtering.

how to use it in the ML recommendation model ?


Best regards
Patrice

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How to capture client side validation errors on Creatio formpages and move them to a table or if there is an existing table to read. For example, a user forgets to select the 'House type' and an error comes up. We want these errors logged somewhere.

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Hello,

In Creatio you can set up logging:

The Change Log records changes to business data.

Audit Log records system settings, events, and data. It logs events related to changes in the user role structure, the distribution of access permissions, changes in the system setting values, user authorization in Creatio, etc.

Please refer to these articles:
How to set up Change Log
How to set up Audit Log

Application logs can be setup via Nlog.

Have a great day!

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How I can set new version of DCM for all existing records (Lead) automatically

 

New version is v2

 

We have 13000 records, so changing manually will take time

 

Thanks

Leo

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Hello,

At the moment, there is no option to automatically change the case version for all leads using standard system functionality.

We consulted with the R&D team, and there is currently no ready-made solution for this scenario. However, similar cases have already been registered, and your request has also been added to help raise the priority for implementation in future versions.

You can also try to implement the functionality with a business process. Unfortunately, we do not have examples of such implementation.

For a tool that is supposed to easily adapt to changing company process, this is definitely one point that needs massive improvement ...

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