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.
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.
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.
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
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...
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.
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).
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..
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.
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.
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.
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).
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
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:
If a matching customer record exists in Creatio, the page should automatically populate with the customer’s details.
If no record is found, a new customer record should be created in Creatio.
Is this functionality achievable? Any guidance would be appreciated!
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)