Hi everyone,

 

We have a custom section, and we’d like to enhance it by adding a timeline that includes a custom object.

 

Is it possible to include a custom object in the timeline? For example, alongside Tasks, Emails, etc., we’d like to display data from our custom object as well.

 

Additionally, is there a way to customize how one of the existing objects is displayed in the timeline or modify which fields are shown? For instance, in the case of the Opportunity tile, can we change the fields that are displayed?

 

Any guidance or documentation on these topics would be greatly appreciated.

 

Thanks in advance!

Like 0

Like

0 comments
Show all comments
Question

Hi All, 

 

I've got an incoming webhook where the application on the other side is unable to conform to the request body that Creatio would like. 

Is there any straight forward way to parse a webhook in a different way?  My other solution is some middleware code which ideally I don't want to do. 

Anyone encountered this before? 

Thanks in advance. 

Like 0

Like

0 comments
Show all comments

Hi,
When trying to get webhook url I am getting the following message: "Failed to Get API Key. Service Connection error".

 

I have followed the steps of the following documentation:

https://academy.creatio.com/docs/8.x/no-code-customization/base-integrations/webhook-service-integration/retrieve-a-webhook

 

Is there something else I could be missing?

Like 0

Like

2 comments

You'll need to contact support. I've had several systems that were missing the needed system settings to create the webhook links. They'll need to verify/add them.

Ryan

Hello!

Please contact us on support@creatio.com. We will help you to verify/add all necesary settings. 

Thank you!

Show all comments

I would like to inquire whether it is possible to add a new lookup value to the "Result" field in the tasks section. Additionally, I have observed that the "Result" and "Category" fields appear to be interconnected. Could you please confirm if their linkage is determined by the process? I have not found any related configurations in the page rules.

 

Like 0

Like

1 comments

Hello!

Values to the "Result" column in Tasks are defined in the lookup "Activity results".

You are correct, the fields Result and Category are connected, and the filtration used by them are defined in lookup "Activity results":





Have a great day!

Show all comments

In the recent Creatio video 'Creatio 8.2 Energy Release'[1] at 27:40 the video illustrates how to "easily build landing pages using no-code tools" with the landing page linked to a Web page element in the Marketing Campaigns editor.  I cannot see how this is done so assume it is a feature for a future 8.2 release?  Thanks,

[1] Creatio 8.2 Energy Release: The New Era of Business Automation with AI and no-code - YouTube

Like 4

Like

8 comments

I was wondering about that as well. I also cannot find the new email designer mentioned in the 8.2 release notes. Hopefully someone from Creatio can chime in and provide some clarity on those.

Ryan

Hello,

In order to use the Email Marketing app, you need to install the Email Marketing application.
Email Marketing application can be installed from the Marketplace. 
https://marketplace.creatio.com/app/email-marketing
In the Application Hub, it is also available to be installed. Please notice that it is compatible with the 8.2.0 version. 
image.png

More information regarding the Email Marketing app can be found in this article:
https://academy.creatio.com/docs/8.x/creatio-apps/products/marketing-tools/email-marketing/email-marketing-overview

Best regards,
Antonii.

Antonii Viazovskyi,

Thanks! I've been looking everywhere but the marketplace 🤦🏼‍♂️. Do you know about the landing page builder that Gareth mentioned from the 8.2 release video?

Ryan

Fair point, could not find the landing page builder anywhere either

As far as I noticed, that was the Landingi builder.

Vladimir Sokolov,

Indeed, but here natively integrated in Creatio. But there's not much more information currently than this presentation of when we can expect the release.

Regarding the new email marketing: Has anybody noticed any missing feature that used to be present in classic UI or all is there already 😊 ?

Damien Collot,

For the Email Marketing package and the new Email designer. It's lacking quite a bit. There's no support for selecting a template to start with, no reusable blocks - you're starting 100% from scratch each time you create an email. The adding of merge fields is clunky and limited. The overall designer is a bit confusing (which comes from the 3rd-party component Creatio is using) There's actually quite a bit missing that makes it unusable IMO. I won't be moving anyone to it anytime soon.

Ryan

Ryan Farley,


Thanks for the feedback, another half-implemented Freedom UI version of its classic counterpart 😖. Hope we will not have to wait too long before we can switch, currently builder starting to be quite old.

Show all comments

Hello 

I have created a business process that reads in the creation and modification of a project id and project manager, 

I then wanted to change the permissions so that only the project manager could delete it, but during the execution of the process the values still remain on true 

What could be the reason for this?  I run the process as an administrator and the delete test is run on a user who does not have these permissions. The way it should work is that no one but the administrator should be able to delete projects. 

 

even though the process is executed, the value remains true 

    "Parametr": "List of rights to delete",
            "Wartość": {
                "Before execution": "[{Id:\"54e9e783-704b-4d77-b621-d8054d39f52a\",ParameterName:\"Role1\",Name:\"All employees.a29a3ba5-4b0d-de11-9a51-005056c00008\",CanRead:true,CanEdit:true,CanDelete:true,Source:\"3\",Grantee:\"Role\",Value:\"[#Lookup.84f44b9a-4bc3-4cbf-a1a8-cec02c1c029c.a29a3ba5-4b0d-de11-9a51-005056c00008#]\"}]",
                "After execution": "[{Id:\"54e9e783-704b-4d77-b621-d8054d39f52a\",ParameterName:\"Role1\",Name:\"All employees.a29a3ba5-4b0d-de11-9a51-005056c00008\",CanRead:true,CanEdit:true,CanDelete:true,Source:\"3\",Grantee:\"Role\",Value:\"[#Lookup.84f44b9a-4bc3-4cbf-a1a8-cec02c1c029c.a29a3ba5-4b0d-de11-9a51-005056c00008#]\"}]"
            }

            

           

Like 0

Like

3 comments

Are you sure the remaining access rights for All employees role is not "Deny"? I believe that process element won't technically remove the access rights, you'll still see it there but will be "deny" instead of allow.

Hello!  
 

I created a similar business process and successfully ran it. 

The process worked correctly, and I’m attaching screenshots as proof.  








You can also set the field "Which access rights to add?" to "All employees—Restrict", and the process should work as you expect.

In my example, I did exactly that, and I’m attaching the screenshots:





The reason why permissions are not changing as expected might be due to incorrect configuration of the "Change Access Rights" element in the business process. Please review the configuration of this element and ensure that the correct conditions and access rights are specified.  
 

If everything seems correct, please create a support request by contacting support@creatio.com

We will review the issue and assist with a solution.  

Regards,
Orkhan

I was able to successfully set the rights for the employees according to the instructions; interestingly enough, the rights edit page does not show that anything has changed. 

Show all comments

Hi all, 

I'm trying to calculate 60 days before a date captured by the user to create a reminder. I'm using the Formula in the Business Process but I cannot make it work, I see the following error: Formula value error: Cannot convert type "Int32" to "Entity"

 

Any suggestion?

Thank you

Like 0

Like

2 comments

It looks like it's an issue with trying to set the parameter you've selected to the value of the formula - what is the type of the parameter? It should be an integer based on the formula shown, which will be returning the day of the month 60 days before the Fecha de Lanzamiento date.

Hello,
 

We tried to check the behavior. It looks like the problem lies in expression because you are using .Day at the end.
We were able to successfully subtract -60 days simply by using the .AddDays(-60) method. [#read contact.First item of resulting collection.Birth date#].AddDays(-60)

AddDays(-60)

AddDays(-60)

 

Show all comments

When creating a filter using a date field of a related child object and using "maximum = Previous month", the results seem to be off by one day. For example, the current month is November and the filter pulls data with dates from Oct 2nd through Nov 1st.  

Has anyone noticed this behavior?   Is there a time zone related setting that would affect this or something?  

Like 0

Like

1 comments

Hi,

 

Please provide screenshots of the filters you have set up and the records that were affected by these filters, so we can try to reproduce the issue on our side.

Show all comments

How do we change the Autonumber's last generated number? So, we can continue from there.

Like 1

Like

2 comments

Hi Syed

 

Not an easy task in current version..., I suggest to review Ryan Farley article on https://customerfx.com/article/resetting-the-value-of-autonumber-fields-in-creatio/

 

Regards 

 

Julio

Julio Falcón (NoCode-Services),

Thanks a lot, it worked.

Show all comments

Hello everyone,

We’re currently using Creatio 8.XX as a SaaS solution. I’d now like to set up Creatio in my local environment for development purposes. Could anyone guide me on where I can download Creatio for local installation? I couldn’t find a download link for a zip file in the documentation.

Thanks!

Like 0

Like

1 comments

Contact support and they can provide the installation files.

Show all comments