Hi, new to Creatio and have a very specific need.

When our contacts become customers, we manually change their status field value in Creatio to "Active" and assign a "Subscription Level". They are active for one year a time. We have a separate Directory website where we want these Active customers to be listed. 

Questions:

1. Is there a built-in way to set up an event that is triggered when a record's Status = "Active" and then sends a payload of the User's information immediately (Name, email, phone, Active status, and Expiration date)? We are prepared to write some API endpoints on the Directory if necessary.
2. There are similar changes we need Creatio to communicate to the Directory:
   Change in expiration date
   Change of "Active" status to "Inactive" independent of expiration date.
   Change in Customer Package Subscription Level
    

The goal is to automate these update events from Creatio to the Directory via API or webhook as quickly as possible and minimize effort duplication. We're not quite sure where to start to implement something like this "in the Creatio way".
 

Thanks in advance,

Adrian 

Hey, everyone! 
I've been trying to mass update a property (Column) from a table in a Demo envoyrement. 

I've asked Gemini and gpt. Bolth returned me that there should be a "Quick Update" button, but it's nowhere to be found... 

Asked a coleague and he sent me this app (https://marketplace.creatio.com/app/mass-updating-creatio)... still.. nothing. 
I don't want to create a Business Process to do it ...

Does anyone have a solution for this?

Thanks ! 

Hi, 

Any ideas why the code below is not working? I get an 'Object reference not set to an instance of an object.' here /0/DataService/json/SyncReply/SelectQuery 

I checked that the getUsersInRole function that I wrote is working. It returns an array of Contact Ids.

Thanks in advance,
Jose

{
    request: 'crt.LoadDataRequest',
    handler: async (request, next) => {
        if (request.dataSourceName === 'PageParameters_UsrLookupParameter1_13p73tg_List_DS') {
            var roleId = request.$context.attributes.PageParameters_UsrLookupParameter1_atde2dj?.value;
            var users = await UsrC2CUtilitiesV2.getUsersInRole(roleId);
            const usersFilter = new sdk.FilterGroup();
            await usersFilter.addSchemaColumnInFilterWithParameters(sdk.ComparisonType.Equal, "Id", users);                            
            request.parameters.push({
                type: "filter",
                value: usersFilter
            });
        }
        return await next?.handle(request);
    }
}

Hello everyone,

 

I hope this message finds you well. I am currently facing a challenge in Creatio and would greatly appreciate your expertise and insights.

I am looking to create product bundles within Creatio, but it seems that there is no direct functionality to do so. I have explored various ideas but haven't been able to find a straightforward solution.

 

I'm reaching out to inquire if anyone has experience in implementing product bundles in Creatio. If so, I would love to hear about the approach you took and any tips or best practices you can share. On the other hand, if you attempted this in the past but encountered obstacles or decided against it, I would be interested to learn about the challenges you faced or the reasons behind your decision.

Your input and advice would be immensely valuable to me, and I'm eager to learn from your experiences.

Thank you in advance for any assistance you can provide.

Best regards,

Paulo Figorelli

When Creating a Campaign from an Event, the Campaign fails to link to the related event

See picture

Hello,

can we somehow display empty cell if field value is 0 in Classic UI editable detail?

Otherwise it is very difficult for users to find filled values in the detail

Thank you!

Vladimir

Hello,

I want to color rows in a list page whose date has passed (Freedom UI).

I tried to add a css file to my list page. I followed this article, but I still have a problem. When I look at the page's inspect, I see that a line has been added with a link to the file I added (
I would appreciate help.

Thanks, Smadar

On a form or a list, I would like to display a link to a document stored in the system (the user selects the document manually). The name of the document would appear on the screen and if you click on it, the document will open. I couldn't find a "document link" field type. How can I implement this in Creatio?

Best regards,

Tamas

Hi all,

I want to remove the drag drop feature in the attachment detail for a particular section in Freedom UI.

Could you please help me with this?

Hello,

I'm attempting to access a customer feedback page, but I'm unable to do so due to the error message stating "Endpoint not found". Could you please assist me with resolving this issue?