good evening,

 I was looking at the documentation for creating business rules on the mobile app looking for a solution to set a business rule where a detailed is displayed once a task is completed. for example, in leads there is a task to qualify the lead once completed then a new tab with a detail populates. Is this possible with the custom business rule method? 

please advise and thanks in advance!

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We have an email with over 180,000 recipients. We would like to throttle this in parameters to send 20,000 emails a day. However, the "delay between emails" is confusing. What would be the best way to set up the parameters to achieve sending 20,000 emails per day beginning at 7:00 AM? Thanks in advance.

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I have a requirement where when I receive an email in a inbox I want read the details of the email(subject, attachments, from email) and create a record in custom object.

I have integrated the email with communication panel and able to see the emails.

This process has to run 24/7 not manually..

 

Any advice/resources would be really helpful. TIA

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Hello,

on freedom-ui, i would like to add a custom sidebar component, to handle phone calls notes.
When a call is over, the sidebar would open to let the user enter some notes about it.

So far i made an angular app to test, according to this guide :
https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platfor…


Now that my angular app is ready to upload, it seems i can't do it because our creatio development instance is not deployed on-site : the system cannot be used with file system development.
(https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platfor…)


Is there any workaround for this ?

Should i try to make it in a different way ?


Best regards.
Patrice

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I have a homepage that uses the Tabbed Page with progress bar template called "Dashboard Homepage". When I try setting up a user workplace and setting it as the homepage, it gets stuck loading, and never shows the dashboard. I've tested this with a brand new template page, and get the same issue.

When I set it to a page that uses the list template, it works perfectly fine. I imagine this has something to do with the functionality a page offers, but am awfully confused.

Any reason as to why I can't just set a Tabbed Page with Progress Bar as the homepage of my app?

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Hi,

is there any documentation on how to use the File param type in a business process? I wasn't able to find any.

I have a use case where i have to save a file as an attachment to an entity, starting from a base64 rappresentation of the file. I would like to accomplish this task with the least amount of coding. What i envisioned is a business process with a script task that converts the base64 to a File param. Then a process file shape that saves the File param. Sadly i'm dead in the water on how to implement this scenario because i have no idea on how to use File param type. I can't even understand what .Net/Terrasoft type it is. Do you have any suggestion?

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Hello,

Please specify if you have checked the available basic functionality meant for processing files within business processes - the "Process File" element? If so, could you describe why exactly does this option not work for you?

https://academy.creatio.com/docs/8.x/no-code-customization/bpm-tools/pr…

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Hello,

We are trying to set up telephony integration.
We have licenses : asterisk connector for creatio user cloud . We have modified SysMsgServerNode and SysMsgLib ( value = Asterisk 13/16/18 (AMI) telephony integration library)
We have also set up CMS and Asterisk.
At telephony we see a message : Phone server connection is unavailable. Please ensure that connection parameters are set up and that the server is online

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Hello!

We would highly recommend checking if your VPN, as well as verifying that the integration synchronization is functioning properly in your CRM system.

Additionally, you can check the set up instructions for Asterix here: https://academy.creatio.com/docs/8.x/no-code-customization/base-integrations/phone-integration-connectors/set-up-integration-with-asterisk

Thank you for contacting Creatio support!

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Hello, i am using a free trial version of creatio this time, now there is a problem that i am trying to solve

you see what i want and what is currently shown through images is what i want, where one field changes the rest with the same name changes, but im also trying to add in a handler for this field

Number condition, where if the number condition is more than 2Billion then the Testing Condition of more than expansion panel would appear, for now i set it so that the checkbox would be the condition of wether or not the expansion panel would appear, now i did the handle like so...

then the weirdest thing happen, these fields do not update the rest when i change one of them

so does anyone have any clue of why this is happening since i like to use duplicate fields and the handler to detect changes

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Hello Michael.

Sorry, but the task is not clear. Can you please use 3 fields and explain the actual result and the expected result. And also what is the data type for each field. Also there is a possibility that your logic is not working in case you are using Integer data type columns where the maximum value possible is 2,147,483,647. And also there is no logic in the screenshots that could explain why the rest columns should change the value.

Oleg Drobina,

so basically i want 3 fields using the same UsrCode so that when i type in on 1 field the rest of the fields gets auto-filled by the one that i edited, this works normally, however when i add in a handler to scan the fields in the JS code to add a more than condition based on another field that has nothing to do on the 3 fields using the same UsrCode, it broke the duplicated fields

picture this,

in this image there are several fields however they have the same UsrCode by their name, so if i change the "Nama User" field on the first expansion panel then the rest of the fields with the title "Nama User" gets changed, now when i add in a handler on another tab(the "Nama User" field is on Testing Tab)

like if the Number Condition is more than 2Billion then mark true for the visibility of the "Testing Condition of more than" expansion panel, but when i add in the handler in the Javascript like so

it broke the duplicate fields in the testing tab, so the "Nama User" Field does not get updated when i make a change on one of the fields

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Is this method for adding current date to a word report still valid? https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/8.1/platform-customization/classic-ui/ms-word/examples/create-ms-word-report-custom-macros#title-15703-2  After compiling Creatio can't find refs to IExpressionConverter or ExpressionConverterAttribute.

 

Regards,

Michael

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Michael Lim,

For the Date macro, it needs to be [#Date#], not [#DATE#]

I've also tried this method but when the report prints the field is empty. I'm on version 8.2.3.   https://academy.creatio.com/docs/developer/application_components/reports/ms_word/overview#title-1371-3 

 

 

Version 8+ documentation looks similar in structure, it just has less information for the setup https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/platform-customization/freedom-ui/ms-word/references/basic-macros

 

Regard,

Michael

Michael Lim,

For the Date macro, it needs to be [#Date#], not [#DATE#]

Ryan Farley,

Thank you Ryan. I got the formatting to using Created on[#Date|MM/dd/yyyy#]

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Hello all,

Is it possible in Freedom UI to add folders to sections other than Contacts? We need to enable static folders in the Knowledge Base.

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Hello!

To add a static folder in the Knowledge Base section, the client should add the following values to the "Schemas for enabling static folder in folder tree" lookup (which should be created first).
 

  • KnowledgeBaseArticlesList
  • KnowledgeBase_ListPage
  • KnowledgeBase


image.png

After adding these values, the static folder option will be available:

image.png

Let us know if you have any further questions. 

Have a great day!

 


 

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