Hi, guys!

 

I'm currently facing the following problem:

 

Whenever I try to access case messages, sent by the client and through the responsbile user, all messages sent via email never show up. Not even automatic emails. All of them can be seen by the Supervisor user.

Meanwhile, all messages sent via self-service portal appear to be fine and available.

 

I have tried the following solutions:

- Changing the object permissions

  • - Changing the operation permissions to allow the responsibles to read the object
  • - Manually setting the permission of the record as a mean to provide access to the responsible

 

The last one was the only one that provided me with the expected result (case emails showing up), so that makes me inclined to think that it is a permission-related behaviour.

The objects of which I have changed permissions to try and solve the problem were the Case and Activity (as it is storing the emails) ones.

I've tried to investigate the business process that detect the emails sent to see if they had any relation to the permission attribution, but nothing related was explicit there.

Below, follows the expected result and the current state of an example case:

This is the expected result, as seen when accessing the case through the Supervisor user.

 

This is the current state, as seen when accesing the case through the Responsible user (notice that the email of which I have changed the permissions manually through the Activity object is the only one that appears, on the top).

 

Have you guys ever faced and/or solved this issue? If so, could you please help me mitigate it?

 

I'll be eager to add more details to this post, if needed.

Thank you in advance!

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Good day,
Are there any plans to add built-in excel reporting feature to creatio? Using the marketplace addon "Excel reports builder for Creatio" doesnt support all the features our users require, some native solution would be great. Could you please share if there are any plans moving in this direction?

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Hello,

 

Unfortunately, at the moment, there is no such feature as you described.

 

We've registered this idea in our R&D team backlog for consideration and implementation in future application releases. Thank you for helping us to improve our product.

 

Have a nice day!

 

 

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i am using creatio 8.2.2

 

i am currently making a way so that if 1 field's value is under 50m then the top flow works, if between 50m and 150m then the middle flow works and if over 150m then the bottom flow works i am building a business process, now am a bit confused, is this how you do it?

 

or do i have to use the exclusive gateway for the if field conditional flows?

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I think an exclusive OR gateway would be optimal in that it would only test conditions until the first true condition, whereas an (inclusive) OR gateway would test all conditions.  Your process would work fine however I would think except I'm not sure the final approval in each case would exit the approval, you may have to provide conditional exits (but I could be wrong).

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Dear,

 

I would like to filter activities in the timeline by activity category :

do not display activities if their category corresponds to a given value.

 

I haven't found any articles or requests in the community to do this. I can not find where to apply this filter on the timeline object.

 

Thank you !

Nicolas

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In outlook emails, you can categorise them with tags, as you can see in the image below.

 


Is there any way for Creatio to read the tag associated with the email?

Thank you.

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Hello,

 

Unfortunately, at the moment, there is no such feature as you described.

 

In case you are describing one special tag, we can suggest you to set filtration by tag in outlook in separate folder and synchronize it with Creatio.

 

We've registered this idea in our R&D team backlog for consideration and implementation in future application releases. Thank you for helping us to improve our product.

 

Have a nice day!

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So i'm making a simple Creatio app where I want to upload an image, encode it in base64 format, and pass it via WebService to my application.

 

I made a simple page with a button that calls business process where WebService is called.

I also added attachment component, uploaded a few images, and can successfully access the last image in my business process via formulas (get it's name, info ect.)

 

I don't have much experience in C#, so I'm kindly asking if someone could give me an example code how to read the image in Script Task named Base64 Encoder, after it's been fetched in "ImageReader" task, and return/forward encoded B64 image to "API CALL" task.

 

Thanks in advance!

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Hello,

 

First you should add Process file element to your business process where you can get the file and keep it for further usage in the process.

Then in Script Task you can retrieve that file and apply encoding. You can use the following code as an example

 

var files = context.Process.FindFlowElementByName("ObjectFileProcessingUserTask1").GetPropertyValue("ObjectFiles") as ICompositeObjectList<ICompositeObject>;
foreach(var file in files)
{
	if(file.TryGetValue<EntityFileLocator>("File", out EntityFileLocator fileLocator))
	{
		IFile fileItem = UserConnection.GetFile(fileLocator);
		using (System.IO.Stream stream = fileItem.Read())
		{
			/* Retrieve the file content and save it to the array. */
			var content = stream.ReadToEnd();
			var encodedContent = Convert.ToBase64String(content);
			Set<string>("EncodedFile", encodedContent);
		}
	}
}

 

Here ObjectFileProcessingUserTask1 is the name of Process file element in the business process.

Also don't forget to include Terrasoft.File and Terrasoft.File.Abstractions namespaces to the business process. In order to do that open the business process designer, go to the Methods tab and add the namespaces to the Usings list.

You can find more information about file processing in the articles:
https://academy.creatio.com/docs/8.x/no-code-customization/bpm-tools/process-elements-reference/system-actions/process-file-element
https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platfor…

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Hi 
Anyone has experience to integrating  to AzureAPI OAUTH -- 

 

While we can se the client id and client secret code how do we provide  the following ?

Authorization: Bearer {AccessToken}

  • x-ms-date: {Generated RFC 1123 Date}
  •  
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Hello Sarangarajan,

As we understand, you want to specify an additional header besides Bearer in the service request. If so, you can do this by simply adding the header in the web service settings.

You may find more information in the "Set up the REST web service integration" article.

Best regards,

Anhelina!

In the above case 
x-ms-date: {Generated RFC 1123 Date}  -- value need to be current date and time in RFC 1123 format -- that how do we set it up

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I’m encountering an issue in Creatio where the tabs on the page expand automatically after I add an object under the DataGrid. This expansion causes the left-side data grid to become invisible, as the tabs take up too much space.

I’d like to have the data grid on the right side of the page with corresponding values displayed on the left side. However, the tabs expanding is affecting the layout, making it difficult to view the grid properly.

Is there any property or setting I can adjust to prevent the tabs from expanding when I add an object to the DataGrid?

I’d appreciate your guidance on resolving this issue.

Thanks in advance for your help!

 

Attachment is screen shot. I was not able to upload MP4 file.

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Good morning,

 

I’ve added a dashboard widget using Freedom UI 8.1/8.2 that displays Total Charges for the current month from the Case object. I’d like to enhance the widget so it can accept parameters such as month and year, allowing users to select a specific time period to view.

From what I’ve seen on Creatio Academy (https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platfor…)  , it looks like this kind of functionality is possible in the classic UI. Is it also possible to do this in Freedom UI?

 

 

 

Regards, 

Michael

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You can add a QuickFilter component and set it as a date. Then, you can tie that to the metric using the "Apply pre-configured filter" and select the QuickFilter. Then the metric will change based on what date the user selects in the QuickFilter

Ryan

You can add a QuickFilter component and set it as a date. Then, you can tie that to the metric using the "Apply pre-configured filter" and select the QuickFilter. Then the metric will change based on what date the user selects in the QuickFilter

Ryan

Ryan Farley,

 Ryan, I'll give it a look. Thanks for the quick reply. 

Hi Ryan,

Do you know which version of the software includes the "apply per-configured" option for charts? I'm currently running version 8.2.0.4172 and don't see that setting in the chart configuration.

Michael Lim,

It does exist in that version. For a chart (not a metric) you click into the series and it’s there, since filters apply to each series individually 

Ryan

Ryan Farley,

Thanks again Ryan. You are very helpful

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We are currently in the process of setting up UTM Parametes and have successfully configured UTM parameters in the lead channel, lead source, and lead source URL lookup in Creatio. However, we are still facing issues with tracking leads effectively.

 

Could you kindly assist us by reviewing our current configuration to ensure that everything is set up correctly? We would greatly appreciate your support in making sure that lead tracking is working as expected.

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Hello,

Can you send here some screenshots of your settings, so we are able to check whether everything is correct?

Sure. Here are the screenshot of Lookup setting that I did for UTM.

Devarshee Solanki,

 

Malika,

I have shared Screenshots. Can you please have alook

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