Hi Community! Hope you are doing well.
My goal is to create leads from third party app, obviously avoiding loading duplicates.
I have those questions:

  1. I know that it exists in the process element "Find and Merge duplicate". What is the result of this item? Does it tell us what is the ID of the record that remains? The new record created or the merged record in which result/parameter? gOldRecordId?
  2. I'm working on a source code schema. Can I re use some code to achive my goal? I was reviewing some other services that create leads from landing pages or others, but they are not simple to adapt. Is there any method that allows me to validate duplicates or to do the merge by code after having saved a lead?

Any other comment or suggestion are welcome.

Thank you!

Regards.

 

 

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Hi,

 

We are working to create a series of landing pages on our site to gather as many leads as possible. However, before publishing the new landing pages (containing the Creatio integration code) we wanted to test them using some local .html files with no luck.

 

Beside the code (generated by Creatio) that has been inserted in the .html file, our form looks as simple as possible:

<form class="mainForm" name="landingForm" method="post" id="Credit-IMM-Lading-Page" onSubmit="createObject(); return false">
 <label>Name: </label><br><input type="text" id="Name"/><br><br>
 <label>Email: </label><br><input type="text" id="Email"/><br><br>
 <label>Mobile Phone: </label><br><input type="text" id="MobilePhone"/><br><br>
 <input type="submit" value="Create Lead"/>
</form>

 

When clicking on "submit" no lead gets added in Creatio. Can anyone help with the main reasons why this would happen?

 

Creatio Version: 8.0.0.5476

 

Thank you

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Hello,

 

To resolve this you need to change the settings of the landing page as on the screenshot below. In the field "Website domains" instead of the whole landing page link put a * after the website address. 

 

Kind regards,

Mira

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Hello

In a main object I want to bring the sum from a detail, to get amount sum of the number of records in the detail

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Hello Alex,

I recommend you to read this discussion. I belive that there you can find an answer to your question.

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Hello,

 

We start using Creatio une v7.18 but we are now one the v8.0.1.

We are using few pivot table on our dashboard. We'd liked to rebuild them on the new UI, but ... I can't find a way to do a pivot.

Is it still possible to make a pivot in the new Freedom UI app ?
If not, is it planned in the future ? (when ?)

 

Thanks ! :)

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Hello

 

Unfortunately, the current version of Creatio does not have the pivot table functionality in the new UI yet.

There is already a request for our developers to bring this functionality in future releases but we are not sure when this feature will become available.

 

Thank you,

Artem.

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Hello Community,

I need the filter options of a customer portal page within regular sections. I need to hide the advanced filter menu from the section filtering menu.

Do you have any idea of how to do so?

 

Thank you in advance, have a nice day! 

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Hello,

 

In the replaced BaseSectionV2 module you need to:

 

1) define the GetExtendedFilterConfig PTP message with the subscribe direction:

"GetExtendedFilterConfig": {
					mode: this.Terrasoft.MessageMode.PTP,
					direction: this.Terrasoft.MessageDirectionType.SUBSCRIBE
				}

2)  subscribe to the message:

subscribeSandboxEvents: function () {
					this.callParent(arguments);
					const quickFilterModuleId = this.getQuickFilterModuleId();
					this.sandbox.subscribe("GetExtendedFilterConfig", this.onGetCustomFilterConfig,
						this, [quickFilterModuleId]);
				},

3) in the onGetCustomFilterConfig method handler disable the advanced filtering:

onGetCustomFilterConfig: function() {
				return {
						hasExtendedMode: false
					};
			}

An example of the code used in the portal can be found in the BaseDataView module.

 

Best regards,

Oscar

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Hello !

 

Is it possible to use a business rules to hide some elements in section based on the language of the current user ?

 

For exemple, if my user is log in english I'd like to hide some details block.

 

Thanks :)

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Hello,

Unfortunately, there are no such basic tools to implement your business task. 

 

We've registered it in our R&D team backlog for consideration and implementation in future application releases.

 

Thank you for helping us to improve our product. 

Best regards,

Bogdan

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Dear mates,

We are facing a problem since we are using Creatio (2019).

Occasionally, while in use, Creatio stays loading and becomes unresponsive.
If we open a new tab Creatio remains inaccessible.
We have to close the browser and reopen it to be able to access it again.

Currently we are using Chrome but the problem also happened with Firefox.

Do you also encounter this problem ?

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Hello, 

Please contact our support team (support@creatio.com) for further investigation. 

Best regards,
Bogdan
 

Bogdan,

Hello Bogdan,

I allready open several tickets without any solution.

I would like to know if other users of Creatio encounter or have encountered this problem.

I will open a ticket today with the timestamp of the problem.

Thank you,
Nicolas

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Hi Team,

 

I need help in automatic mapping of excel file fields with the creatio fields for the scenario as follows:

 

The fields of section are mapped while import if the titles of fields are same in both excel and creatio instance section. But in the case of linked fields, we have to manually map the fields. How can this mapping process be automated?

 

 

The field settlement party got mapped automatically as the field title is same in excel and in creatio. However, in case of the Risk Location, the field is in another section which is linked through the Claim ID lookup. Hence, had to be mapped manually.

 

please suggest a solution for how risk location can also be mapped automatically without user intervention.

 

Best Regards,

 

Sarika

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Hello,

 

As for now, there is no built-in functionality that allows binding columns while importing as Connected object -> column from this connected object automatically, since it can provoke more errors after the import. But we have a suggestion registered to our R&D team regarding this topic in the "Accepted" status so it is included in the plan to make the functionality better. I will also let them know about your request so to make the priority of the problem higher! Currently, you need to specify connections manually and there is no workaround for this functionality.

Thank you for helping us to make our application better!

 

Kind regards,

Mira

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Hi there,

I received a file from creatio to install to the system.

 

Where do I find install it?

 

Thanks

Jeremy

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Hello,

 

Could you please specify what kind of file you received?

 

Regards,

Mira

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Dear,

 

I tried to install the following add-on from the marketplace: Starting a project (https://marketplace.creatio.com/template/starting-project)

But the installation failed. See attached log.

The Creatio instance is version is 8.0.2.

 

Any idea if this add-on can still be used and how to properly install?

 

Kind regards,

Vincent

File attachments
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I've recently tried this same package and get the same error and was going to report to support. Have you reported to support already?

Ryan

Ryan Farley,

Hello Ryan,

 

I did not report this to support as I was told that support for DevLabs add-ons is done via the community. Should I raise a ticket in the success portal?

 

Thanks

 

 

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