8.0 | Community Creatio

Filter task category to task type only

Damien Collot

14:27 Nov 28, 2023

Hi ,

By default in freedom, when adding a new task, the whole list of categories appear, and do not filter on the "task" type. Eg: I see both "call" with type "call" & "task" appear.

Thanks,

Damien

1 comments

Alina Yakovlieva

20:25 Dec 01, 2023

Dear Damien,

Thank you for your question!

You can achieve this behaviour by creating the following business rule for the mini page:

We have also created a task to implement this behaviour out-of-the-box.

Thank you for making Creatio better!

King regards,

Alina

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Question

richtextbox

RichTextBox failed to embed photos

18:54 Nov 27, 2023

Hello,

I was working on richtextbox and follow a post from customerfx on how to add one. Everything is working fine aside from when adding photos to richtext box.

I get an error:

and here was my diff codes:

			{
				"operation": "insert",
				"name": "STRING058fcc3b-20b0-4264-9dad-964e360f5012V2",
				"values": {
					"layout": {
						"colSpan": 24,
						"rowSpan": 1,
						"column": 0,
						"row": 3,
						"layoutName": "VehicleDescriptionsTabLabelGridLayout81318709"
					},
					"bindTo": "TCOverview",
					"enabled": true,
					"contentType": Terrasoft.ContentType.RICH_TEXT,
					"labelConfig": {
						"visible": false
					},
					"controlConfig": {
						"imageLoaded": {
							"bindTo": "insertImagesToNotes"
						},
						"images": {
							"bindTo": "NotesImagesCollection"
						}
					}
				},
				"parentName": "VehicleDescriptionsTabLabelGridLayout81318709",
				"propertyName": "items",
				"index": 0
			},

TCOverview's data type in Case schema is RichTextBox.

Any thoughts?

7 comments

19:34 Nov 27, 2023

RichTextBox is a different field type - that's for Freedom UI rich text fields. For classic pages, typically an unlimited text field is used. Not sure if that is the cause of your issue or not (probably not since it works other than for images), but maybe something to try changing.

Also, what type of page is this on? Is this a section's edit page or some other kind of page (like a detail page)? The collections for the images aren't added on detail pages so there's other items to add to the page as well as a mixin IIRC.

Ryan

19:46 Nov 27, 2023

It's on Case Edit Page.

I will try the unlimited text field as you suggest.

Also, I tried testing the Note's RichTextBox and it was not working.

Artem Smyrnov

15:39 Nov 29, 2023

We highly recommend that you upgrade to version 8.0.4. In this case, you will be able to display the Rich text column in the object builder. Then you can display the column added in the object using the wizard on the Classic UI page.

15:45 Nov 29, 2023

Artem Smyrnov,

I'm in 8.1.0.6716.

16:18 Nov 29, 2023

I made a video to show an extended problem I notice.

Explaination: https://www.awesomescreenshot.com/video/22860805?key=4352d87ffb94df03fb39f305284347fb

17:09 Nov 29, 2023

Solem Khan Abdusalam,

I have seen that issue where the image gets added to both rich text controls. That is an issue when there are more than one rich text on the same tab - it won't happen if you split them up onto different tabs. The problem is that they are all sharing the same collection for the images. I was able to work around this by duplicating all the page items such as the collection NotesImagesCollection and the related functions such as the insertImagesToNotes function, however it was a bit of work - far easier to just separate them onto separate tabs to avoid the issue.

Ryan

17:11 Nov 29, 2023

Ryan Farley,

NotesImagesCollection and insertImagesToNotes are both page items of BaseEditPage is that what you mean?

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Question

Timings on Campaign Execution and Email Delivery Schedule

18:47 Nov 27, 2023

Greetings,

I have a campaign currently active (IMAGE 1) with an email tied to the campaign (IMAGE 2). As you can see, the run time for the campaign is 11:00 AM, while the email delivery time range is set from 11:00 AM - 12:00 PM.

IMAGE 1:

IMAGE 2:

Supposing I wanted to change the Email Delivery Time Range to 1:00 PM - 2:00 PM. Am I correct in assuming that the campaign will run itself at 11:00 AM, and the actual email would start sending at 1:00 PM? Thanks in advance.

Lucas

1 comments

Best reply

Viktoriia Hrynchuk

16:57 Nov 30, 2023

Hello,

Thank you for your question.

Yes, you're right, if the company is scheduled for 11:00 pm, it will start at 11, and the mailing will start at 1:00 pm.

Viktoriia Hrynchuk

16:57 Nov 30, 2023

Hello,

Thank you for your question.

Yes, you're right, if the company is scheduled for 11:00 pm, it will start at 11, and the mailing will start at 1:00 pm.

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Question

Avoiding duplicates from uploading list for bulk email launch

17:07 Nov 27, 2023

Greetings,

We have a bulk email that we would like to launch. The tricky part is that the recipient list will be coming from a third party via an excel spreadsheet. Thus, there are two questions:

1) Could we upload this excel spreadsheet via the data import option (below):

2) Are there any measures needed to prevent the uploaded contacts from being added as a duplicate record?

Thanks in advance for any assistance.

Lucas

1 comments

Best reply

15:08 Nov 30, 2023

Hello,

Unfortunately, due to the basic logic of our application, it is impossible to import emails direct to the audience tab. It is related to the active contact licenses.

Unfortunately, we cannot provide advice on the implementation of improvements that affect the recalculation of licenses for active contacts. Also, we do not support solutions that are designed to bypass the licensing system.

15:08 Nov 30, 2023

Hello,

Unfortunately, due to the basic logic of our application, it is impossible to import emails direct to the audience tab. It is related to the active contact licenses.

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Question

Marketing_Creatio

Marketing Campaigns: Unable to Set up responses based on emails

Vishal

15:48 Nov 27, 2023

Hi Creatio community,

I'm unable to set up responses based on emails that are delivered/ not delivered and as a result I'm unable to transfer participants based on their email interaction conditionally. Is there something that I'm doing incorrectly? it seems to work on the trial versions of Creatio (The production site I've got is 8.0.10).

Thank you!

0 comments

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Question

Email Performance Report

15:42 Nov 27, 2023

Hello,

As we are launching emails, I was wondering if there was a way to filter an email performance report (opens, clicks, etc.) by date/time? Any assistance would be appreciated. Thanks.

Best,

Lucas

3 comments

Best reply

Bogdan

20:40 Nov 29, 2023

Lucas,

Yes, it will be announced in the release notes.

Bogdan

20:30 Nov 29, 2023

Hi Lucas,

There is no OOTB solution to check what links the contact clicked, but it is in development already.

But we have already registered the idea for our R&D team to implement this functionality in further releases. I will assign your case to this project in order to increase its priority.

20:33 Nov 29, 2023

Bogdan,

Thank you for this information. Will there be a formal announcement once these developments are implemented?

Bogdan

20:40 Nov 29, 2023

Lucas,

Yes, it will be announced in the release notes.

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Question

data import

Sales_Creatio

Sales Order import template

Martin Bean

20:13 Nov 24, 2023

Hello!

I'm new to CREATIO. I'm trying to find a complete sales order import template to import sales orders to CREATIO instead of creating them one at a time.

I tried finding one by:

In the Orders function, select the ACTIONS button then Data Import,
Select the “SELECT TEMPLATE” button,
I get "No data" in the selection window.

After that, I tried exporting the orders already created and got a file. Sure, it gives the orders’ headers but did not give any line items.

Does anybody have a basic template to share or point me in the right direction please?

Thanks, Martin.

1 comments

Alina Yakovlieva

12:49 Nov 29, 2023

Dear Martin,

We recommend checking out the following article:

https://academy.creatio.com/docs/user/platform_basics/business_data/exc…

At the beginning you can find how you prepare a file, as well as some templates.

The “SELECT TEMPLATE” button in the Data import section is responsible for saving the configuration of your imports, for example how the columns in Excel and Creatio are related, etc.

Hope this helps!

King regards,

Alina

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Question

Sales_Creatio

Freedom UI. Add several records to the detail

Vladimir Sokolov

16:03 Nov 24, 2023

Hello,

how is it possible to add several records into a detail from lookup in Freedom UI?

Like it was in Classic UI:

Thank you!
Vladimir

3 comments

https://customerfx.com/article/adding-to-a-list-from-a-lookup-on-a-free…
Ryan

16:21 Nov 24, 2023

Hello Vladimir,

I have an article that shows how to do that here

Vladimir Sokolov

16:35 Nov 24, 2023

Ryan Farley,

That's great, thank you!

Do you know, is it possible to use filtration (we have rather complex one with handler) together with that feature?

https://community.creatio.com/questions/filter-crtopenlookuppagerequest

19:00 Nov 24, 2023

Vladimir Sokolov,

Yes, it does support filtration. You can see an example of that in a comment from Dmytro here:

I expect to have an article showing how to do that using the filter classes such as FilterGroup soon as well.

Ryan

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Question

Sporadic Emails Received in Creatio

Harry

14:35 Nov 24, 2023

Hi all,

Does anyone in the community what the status relates to in the Email Listener Service Diagnostics? Specifically the section "Receiving subscription information"?

We have set up all user inboxes as shared inboxes under one account so as to avoid email loss when a user updates their password, etc.

However, recently i have been testing and notice that not all emails come into Creatio and I'm unable to find any pattern.

On the diagnostics page, I note a number of emails have the status as "not exists", but can see that emails are coming in for these users.

Thanks!

3 comments

18:56 Nov 29, 2023

Hi,

The 'not exists' status indicates the absence of a subscription for automatic synchronization for this mailbox.

If you've noticed emails that were synchronized through this mailbox but the mailbox status is 'not exists', it could be due to two scenarios:

1) these emails were automatically synchronized before the mailbox received the 'not exists' status, or 2) manual synchronization was initiated for this mailbox:

Harry

19:00 Nov 29, 2023

Thanks Sergii,

So how do I troubleshoot why the mailbox is set to ‘not exists’ as when I add the mailbox there are no errors.

They are all shared mailboxes and don’t seem to have any difference in settings from those which have the status exists.

Thanks