Hi, I've searched and found this post - https://community.creatio.com/questions/how-can-i-manage-my-sale-teams-kpi-creatio-sale which was in March 2022, over 2 years ago "As for target KPI, at the moment there is no corresponding functionality to setup constant numbers in Dashboard section. Our R&D team works on implementing such tool in future releases."

Is there any update on this? 

It would be very, very beneficial to be able to set a target/constant number to compare against for a variety of metrics. Such as Total Number of Calls / Target Number and I get a percentage or Total Number of Appointments / Target Number and get a percentage. 

I know that you can manually do this with a gauge but it doesn't provide a percentage and is very limited.

I’m currently working on establishing a two-way connection between two applications in Creatio for adding and modifying records.
 

1. One-Way Connection: I successfully created two business processes that allow for one-way synchronization of records.
2. Two-Way Connection Issue: However, when I attempt to set up the two-way synchronization, it leads to the creation of multiple records in an infinite loop instead of just one record being created or updated.

Could anyone provide guidance on how to avoid this infinite loop in a two-way connection? Any insights on best practices for implementing two-way synchronization in Creatio would also be greatly appreciated.
 

I can provide screenshots of my setup for further clarification if needed. I followed the same process for the one-way connection as shown in the attached business process screenshot.

Hi community,

I’m working on a custom web service in Creatio that connects to an external PostgreSQL database deployed on Neon. My goal is to query data from this external database, acting like a custom ORM. However, I’m running into an issue with using the Npgsql package inside Creatio’s source code.

I’ve added the necessary references, but I keep getting the following error:

The type or namespace name 'Npgsql' could not be found (are you missing a using directive or an assembly reference?)

I’ve already added the Npgsql.dll to the Terrasoft.web/bin folder and modified the web.config to include a binding redirect for Npgsql. After restarting the IIS server and flushing Redis, I now get a 'System.Data.Common' assembly error.

Here’s the code I’m using:

using Npgsql;
using System;
using System.ServiceModel;
using System.ServiceModel.Web;
using System.ServiceModel.Activation;
using System.Data;
using System.Collections.Generic;
using Terrasoft.Core;
using Terrasoft.Web.Common;
 
namespace Terrasoft.Configuration
{
    [ServiceContract]
    [AspNetCompatibilityRequirements(RequirementsMode = AspNetCompatibilityRequirementsMode.Required)]
    public class PostgresService : BaseService
    {
        private string connectionString;
 
        public PostgresService()
        {
            // PostgreSQL connection string
            connectionString = "Host=your_host;Port=5432;Database=your_database;Username=your_username;Password=your_password";
        }
 
        [OperationContract]
        [WebInvoke(Method = "GET", RequestFormat = WebMessageFormat.Json, ResponseFormat = WebMessageFormat.Json,
            BodyStyle = WebMessageBodyStyle.Wrapped, UriTemplate = "GetData")]
        public List<Dictionary<string, object>> GetData()
        {
            var result = new List<Dictionary<string, object>>();
            try
            {
                using (var connection = new NpgsqlConnection(connectionString))
                {
                    connection.Open();
                    string sql = "SELECT * FROM users LIMIT 100";
 
                    using (var cmd = new NpgsqlCommand(sql, connection))
                    using (var reader = cmd.ExecuteReader())
                    {
                        while (reader.Read())
                        {
                            var row = new Dictionary<string, object>();
                            for (int i = 0; i < reader.FieldCount; i++)
                            {
                                row.Add(reader.GetName(i), reader.GetValue(i));
                            }
                            result.Add(row);
                        }
                    }
                }
            }
            catch (Exception ex)
            {
                throw new Exception($"Error retrieving data: {ex.Message}");
            }
 
            return result;
        }
 
 
 
    }
}

Hi,

I've got two separate cases where a contact's phone number is displaying as [#PhoneNumber#]:


I've checked the Submitted Forms for both contacts and in each case a phone number was entered:



However, when I look at the Submitted form in table view, the phone number shows up as [#PhoneNumber#] again:


Do you know what might be causing this?

Thanks!

Hello,
I have a slightly urgent question on how to get Address from Account lookup
the code lookslike this
Terrasoft.sdk.Model.addBusinessRule("Activity", {

  name: "LatLongPreFilled",

  ruleType: Terrasoft.RuleTypes.Custom,

  triggeredByColumns: ["Usrcheck_in"],

  events: [

    Terrasoft.BusinessRuleEvents.ValueChanged,

    Terrasoft.BusinessRuleEvents.Save,

  ],

  executeFn: function (model, rule, column, customData, callbackConfig) {

    if (navigator.geolocation) {

      navigator.geolocation.getCurrentPosition(

        function (position) {

          model.set("Usrcheck_in_longitude", position.coords.longitude, true);

          model.set("Usrcheck_in_latitude", position.coords.latitude, true);

          var account = model.get("Account").get("Address");

          alert(account);

          Ext.callback(callbackConfig.success, callbackConfig.scope);

        },

        function (error) {

          alert("Geolocation failed: " + error.message);

          Ext.callback(callbackConfig.success, callbackConfig.scope);

        }

      );

    } else {

      alert("Geolocation is not supported by this browser.");

      Ext.callback(callbackConfig.success, callbackConfig.scope);

    }

  },

});

i use this: var account = model.get("Account").get("Address"); 
but when i test it, displayed on an alert it says "undefined", but this model.get("Account").get("Id"); or model.get("Account").get("Name"); works fine.
Can anyone help me out? 

Thank you.  

Hello community,

I've configured an entity with a column with default value from system settings.

When I install the package I received the error the system settings used for default does not exist.

What am I doing wrong?

Hi Community, 

We are looking to insert non-contact macros in email template. We have an object with two fields - rate and duration. These fields are not connected to any object and have only one record. We want to insert these two values in an email template. How can we go about it?

Thanks

Hi everyone,

I’m working on a custom web service and tried integrating Npgsql. After encountering a "no namespace found" error, I took the following steps:

1. Added the Npgsql.dll file to the Tearsoft.web/bin directory.

2. Modified the web.config file with the following binding redirect:

   xml
    

3. <dependentAssembly>
       <assemblyIdentity name="Npgsql" publicKeyToken="5d8b90d52f46fda7" culture="neutral" />
       <bindingRedirect oldVersion="0.0.0.0-8.0.5.0" newVersion="8.0.5.0" />
   </dependentAssembly>
   

4. Restarted the IIS server.
5. Flushed Redis via the Clio CLI.

After these steps, I'm now facing the following error: Could not load file or assembly 'System.Data.Common, Version=6.0.0.0, Culture=neutral, PublicKeyToken=b03f5f7f11d50a3a' or one of its dependencies. The system cannot find the file specified. (Screenshot attached for reference)

I've already checked assembly binding logging, but I’m unsure how to resolve this error. Any suggestions or help would be appreciated!
 

Additional Context:

• Working with PostgreSQL using Npgsql in the custom web service.
• I made changes to the web.config file after adding the Npgsql DLL.
  
  
  this is the current state for my local instance .
   

Thanks in advance!

Hello Creatio Community,

I am currently following Responding to an Change Event When a Field is Changed on a Creatio Freedom UI Page to auto-save the record when a number field is modified.

While the auto-save feature works, I’ve encountered an issue when filling in the number field. If I input more than two digits, the system interprets this as multiple changes (e.g., entering "125" is seen as three separate changes: "1", "12", and "125"). This triggers the auto-save and refresh process repeatedly, lasting around 30 seconds.

As a result, instead of saving "125", it starts saving and refreshing before I finish entering the complete value.

Is there a way to resolve this issue to prevent it from auto-saving prematurely while I'm still entering data?

Below is the script I am using for reference. Any guidance or suggestions would be greatly appreciated.

Thank you in advance!

Best regards,
Jin

Hi,

as I read in Academy (https://academy.creatio.com/docs/8.x/no-code-customization/customizatio…):

"Display the index of posts and comments that mention the current user or those to which the user is subscribed."

Actually when we don't use subscription (delete all records from 'Follow' object), mentioned posts are not displayed either. 
Besides, we would like to display there posts of current user.

Is it possible to make such modification?

Kind regards,
Vladimir