Dear,

 

Each time we create a new opportunity, the stage history is allready filled with wrong data.

Some stages are indicated even if the opportunity did not use the stages.

 

I tryed to disable all process launch at the opportunity creation but the stage history is still filled in :

Opportunity Stage

Does somebody have an idea where from this problem can come from ?

The default opportunity Stage is "Découverte".

 

Thank you !

Nicolas

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Hi all,

 

It seems that a Rich Text it's not editable in a list section (please refer to attached file).

 

Is this a default behaviour? Is there a way to configure it editable in a list section?

 

Best Regards

 

Stefano

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Hello
Im trying to set the self registration for external users but the license is not distribution automatic can you help me to know how can I configure that?

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I believe this is set in the web.config SspUserRegistrationLicPackage key (unless that has changed at some point). 

If this is an on-site application modify web.config file in Terrasoft.WebApp folder:

<add key="SspUserRegistrationLicPackage" value ="License name here" />

If this is cloud application contact creatio support and they can add that.

Ryan

Hi Ryan, thank you 

Ryan Farley,

Do you think, we'll get nocode capabilities at some point to change these webconfig settings ? 😏

Damien

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Does anyone know if Creatio works with LTI or how to use it?

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Hello, 
 

Unfortunately, we don't have such functionality, but you can use our training, where all videos are recorded along with instructions on how to use the system:
 

https://academy.creatio.com/docs/training

Regards,

Orkhan

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Hi, is there a way to set a "Reply To' parameter for an Email?

"Senders Email" is configurable via macros in the Header of the Email template.  

Need the same capability for "Reply To", so when the Client responds to the Email, it is directed to the person specified in the Reply To parameter (not to the senders email address).

Thanks, Raoul.

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hi guys i have an error in ssms when i add user as a local then add a log in user then when i execute in iis its appear an error say's that user id error?? any help 

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Hello,

 

Please contact our support team directly at support@creatio.com and describe the issue in detail there so we could help you resolve this.

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Hi DevLabs,

As part of our solution we have configured the mailbox creatio market place addon to be the email medium from which we configure their client side emails, the corresponding tickets and their related communications.
 

Our product solution for  them on this instance has a business process which creates a ticket upon receiving a certain type of email through the mailbox marketplace addon . We track the email and the corresponding ticket through the columns configured through the mailbox section. However we are currently facing the issue in which the ticket and the mailId column are not getting updated, even though the business process related to the ticket creation is working well.

These issues only exist in the prod instance which has been upgraded to  version 8.1.2.3941.

Current condition:
Current Condition
Previous condition (working):
Old condition

Any help or early response will  be highly appreciated.
Thanks in advance.


 

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Hello,

 

We recommend you enabling the business process tracing to be able to check the process' parameters which would help you finding the reason why the needed values are not being updated.

If this isn't sufficient, please describe in more detail how exactly your solution works providing the screenshots of the mentioned business process.

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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 

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Hi,

 

You can set up integration on the site using basic methods or custom methods.

Depending on the need, transfer the necessary data from one site to another by synchronizing this data.

 

Link to documentation

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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 ! 

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Hello,

 

Please note that there is no basic functionality to mass update the records in the system. The "Mass updating for Creatio" marketplace addon or a business process are the best choices to achieve your goal. Alternatively, you can create an SQL script to update the values directly in the database. 

If you are having issues with the addon, you can contact the developer of the solution directly at support@inforce.kz and describe the issue to them.

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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);
    }
}

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