Hello Community, 

We have a button in Freedom UI that calls a Business Process.

We want this button to be disabled at least for several seconds, till the process is completed. Clicking the button again, while the BP is still running might bring several issues to our logic.

(Printscreen: Button calling BP)

How can this be achieved?

Regards,Sasor

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Interesting idea :)

We could do with this.  I think I may have implemented this in the past by disabling the button on calling the process, and using the Send Message element at the end of the business process to publish a message that the client module is subscribed to to re-enable the button.

Hello community,

Is there any other way besides the Backend-Frontend websocket (which I havent tried yet)?

Sasori

Sasori Oshigaki,

As long as the process is not set to run in background, and you're starting the process via code, you can use the method outlined in the article below to know that the process has completed and re-enable the button without the need for messages: https://customerfx.com/article/starting-a-process-from-client-side-code-on-a-creatio-freedom-ui-page-and-getting-back-outgoing-process-parameters/

Ryan

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Hi Community,

I'm encountering an issue where auto-response emails triggered by case stage changes are being sent as separate threads. Has anyone experienced this before? If so, could you help me fix this so that all emails are sent within the same thread?
I have attached a screenshot below for better understanding of the issue.



Kind regards,
Mahalaxmi Ganesan

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Hello,

 

Unfortunately, it is hard to tell what exactly causes such behavior without a more thorough investigation of your system setup.

 

We would suggest creating a ticket for the Creatio Support to find out what causes this problem. 

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Hello everyone,

 

Could anyone share the link to the self-assessment cases that can help me prepare for the Creatio Analyst Certification Test?

 

I would really appreciate your help!

 

Thank you!

 

Juan Carlos

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The link to the self-assessment alternative answer questions is here, Certification & Tests | Creatio Academy.

 

There are no practical assignments that you can practice in advance.

Thank you, @Gareth Osler! 

Should I select Sales, Marketing, or Service? 

I just completed the CREATIO ADMINISTRATION AND CONFIGURATION guided training.

Should I select Sales, Marketing, or Service? 

That depends on which Creatio product you wish to develop "technical skills and expertise" in.

 

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Dear,

We are currently moving from classicUI to freedomUI and I m not able to do a simple filter on a lookup.

I want to filter a contact lookup of the account page. I only want to display the account contacts.

So in the account page business rules i did :

But the lookup is not filter

What do i miss ?

Is it because there is no condition ?

Thank you in advance,

Nicolas

 

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Yes, you have to populate the condition part. You can create an always true condition as a workaround (true == true).

Yes, you have to populate the condition part. You can create an always true condition as a workaround (true == true).

Fyi this is fixed in 8.2.2. Release notes mention: Streamlined business rule setup. "Dynamic filter" and "Set value" business rules no longer need conditions to work

i had to add a condition then the rules works. i added if id is filled in.

So it works for a simple filter.
But, on the account page, how can i filter a contact lookup on the contact.account.id = accountId from the account page ?
i tryed several method but i didn't find any solution...

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Can anybody help me configure Notes and Attachments element in Form Page designer?

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 Can we remove the hyperlinks (blue-colored text) from the contact names in the selection window? Users find it cumbersome because they expect clicking on a name to select it, but instead, it navigates to the profile.

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Hello,

The parameter “showValueAsLink: false” works only for the lookup fields on the form pages. 

 As for the Lists, unfortunately, there is no such possibility so far.

However, our R&D team is already working on the feature that will allow disabling link generation for lookup columns of related objects, so it is expected to be implemented in future releases (no ETA yet).

Best regards,
Ivan
 

Ivan Savenko,

Hi Ivan,

 

Understood. I just wanted to confirm—does the same apply when selecting an email template to send an email?

 

Hello,

Unfortunately, this applies to the email templates as well.

Best regards,
Ivan
 

You can do it using Global CSS.
Install the CSS/JS Addon https://marketplace.creatio.com/app/experceo-global-jscss-editor-creatio
Then use the CSS code below:

mat-dialog-container crt-link {
pointer-events: none!important;
cursor: default!important;
}

You can improve the css selector as needed.

Hope this helps!

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In Creatio, how can I automatically populate the "To" field with the contact's name when sending an email from the Contact or Lead section?

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Customer FX has some articles on their website to handle the code for that. Still do not understand the logic behind not doing so on a contact page... We should have no code possibilities to choose what to link if we wish to, this creates lots of uncessary clicks for the sales reps..

Hello,
 

Unfortunately, currently it is not possible to automatically populate the "To" field in Message composer element. Our development team is already aware of this need, and we are actively working on implementing this feature in the upcoming versions of the application.
 

We sincerely appreciate you bringing this to our attention. Your feedback is extremely valuable to us, and we are continuously working to improve our product to better meet your needs.
 

Thank you for reaching out!

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I am trying to create two different section incoming email and outgoing email, but message type(which hold incoming and outgoing) is empty.
 

So wondering why message type is empty but it filled(outgoing) when creatio send auto email to contact like when case stage changes, etc.

 

Currently i am using To(in incoming section) and From(in outgoing section) to filter emails.

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Hello,

The problem is that the "Message type" column is no longer used in the new synchronization mechanism. We don't have a column property on the Activity that indicates whether it is an incoming or outgoing email.

This column is not populated by default. The logic that would fill this field does not currently exist in the system.

However, there is a way to determine this through additional filtering. When an email is synchronized, a record is created in the EmailMessageData table, which specifies the mailbox that synchronized the email. Based on this mailbox, the role of the email can be determined.

For example, if you synchronize the mailbox example@mail.com, then if this mailbox is in the "From" field, the role of the email will also be "From". If it is in the "To/CC/BCC" fields, the role of the email will correspondingly be "To/CC/BCC". Thus, you need to build a filter based on the relationships in EmailMessageData, where Role = From. In this case, you will filter for emails that were sent.


Additionally, you can configure a business process that will read the Role column of the EmailMessageData table for incoming/outgoing emails and, based on the Role field, set the Message type for the Activity record.

Best regards,
Pavlo!

Hello,

The problem is that the "Message type" column is no longer used in the new synchronization mechanism. We don't have a column property on the Activity that indicates whether it is an incoming or outgoing email.

This column is not populated by default. The logic that would fill this field does not currently exist in the system.

However, there is a way to determine this through additional filtering. When an email is synchronized, a record is created in the EmailMessageData table, which specifies the mailbox that synchronized the email. Based on this mailbox, the role of the email can be determined.

For example, if you synchronize the mailbox example@mail.com, then if this mailbox is in the "From" field, the role of the email will also be "From". If it is in the "To/CC/BCC" fields, the role of the email will correspondingly be "To/CC/BCC". Thus, you need to build a filter based on the relationships in EmailMessageData, where Role = From. In this case, you will filter for emails that were sent.


Additionally, you can configure a business process that will read the Role column of the EmailMessageData table for incoming/outgoing emails and, based on the Role field, set the Message type for the Activity record.

Best regards,
Pavlo!

Hello, 


Its working. I tried business process approach and its working fine.

Thanks

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Hello community,

 

I'm trying to use terrasoft.axd to download an image that is loaded as a system setting.
I am using the following query string /terrasoft.axd?s=nui-binary-syssetting&r=Glbxxx
where Glbxxx is the system setting code.
I don't understand why some calls return the correct image and others return a http error 401 (access denied).

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Hello. 

The 401 Unauthorized error you are encountering is not related to access rights (Access Denied) but rather to session authentication. This happens because your session expired or was not active at the moment you made the request. As a result, the system does not recognize your authentication and returns a 401 Unauthorized response. 

This is not an issue with the terrasoft.axd endpoint itself, but rather an authentication problem. We recommend checking whether your session is still active when making the request and re-authenticating if needed.

 For more details, you can refer to the official HTTP 401 documentation: MDN - 401 Unauthorized

Best regards,
Antonii.

Hello Antonii,

In the Creatio login page the logo in the top is downloaded using the following link 
https://xxx.creatio.com/terrasoft.axd?s=nui-binary-syssetting&r=LogoImage"
when I navigate to the login page the user doesn't have an active session, so could you explain how it works?

 

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Hello Everyone,

 

I want to implement a functionality on a web page where a Phone Number field is used to retrieve customer data. When a phone number is entered and submitted:

 

  1. If a matching customer record exists in Creatio, the page should automatically populate with the customer’s details.
  2. If no record is found, a new customer record should be created in Creatio.
  3.  

Is this functionality achievable? Any guidance would be appreciated!

Thanks in advance.

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You’d have to create the webpage using Creatio’s OData or DataService API to read/retrieve the data to accomplish this. 
 

Any idea if this can be implemented in NoCode with the new landing page builder of Creatio 8.2.2 ? 😊

Otherwise @Creatio --> a guidance on this matter would be great  (Based on phone number or email ;) ) ! 

Damien Collot,

It is not. The new landing page designer is basically just a visual designer to generate the html. There is an optional feature you can enable to publish the html, which basically uploads the html to a free landing page host (can’t remember which one at the moment)

:(

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