Hi Andrew, were you able to achieve this?

No, that's why I asked here.

Hello,

Unfortunately, it is not possible to restrict the visibility of feed messages to only specific users with tag through out-of-the-box tools in Creatio. Feed messages typically inherit the access rights of the record they are associated with, meaning anyone with access to the record can also see the feed.

However, you can manage access rights to feed messages by adjusting the permissions for the SocialMessage object. This object controls the visibility of comments and posts within the platform.

You can try to use a  business process to manage the visibility of feed messages. By incorporating logic within the business process, you could create custom steps to control who can access the feed message based on conditions like user roles or specific user mentions.

Best regards,
Ivan

Thank you Ivan!

Hello.

Currently, there is no built-in remark functionality for approvals in the product.

However, you can achieve your business goal by creating a custom business process that is triggered when an approval is rejected. This process can be configured to implement any follow-up actions based on your specific business logic.

For guidance on how to set up such a process, we recommend reviewing the following articles:
https://academy.creatio.com/docs/8.x/no-code-customization/bpm-tools/process-elements-reference/user-actions/approval-process-element
https://academy.creatio.com/docs/8.x/no-code-customization/category/business-process-setup
https://academy.creatio.com/docs/8.x/no-code-customization/category/process-administration

Additionally, we have created a task for the R&D team to review the possibility of adding such functionality in the future releases.

Best regards,
Antonii
 

Hi,

Yes, it is feasible to recreate the logic used for Leads/Opportunities by implementing a custom object with a workflow that records stage history. You can create a separate object to store the stage history and configure a process that automatically creates a record each time the stage of the main custom object changes.

However, please note that the standard Sales Funnel dashboard in Creatio is designed to work with standard entities such as Leads and Opportunities. Custom objects are not supported out-of-the-box in this dashboard. To include data from a custom object in a funnel visualization, custom development will be required. This could involve creating a custom dashboard widget or a report using the Analytics section.

Best regards,
Anton

Thanks Anton!

I think it'd good if Creatio developing the AI for system customizations would look into creating a flow that automatically sets or gives a possibility to set these 'additional components' like Stages history, Days per stage calculation, and a custom sales funnel based on that initial custom object. 

Just some food for thought :-) 

Thank you for your answer! It's much appreciated. 

As far as getting the user for each contact, you could do this by creating another process inbetween the two. Create a subprocess and add parameters for the columns you want to include in the push notification (subject, lead, start, and contact). In this subprocess, you would read System Administration Unit (user) for the contact passed, then pass the values including the user to the Send Push Notification subprocess. In the main process, you'd change things so after reading the activities for the time period as a collection, you'd pass each to this new subprocess, and it would read the user for the contact and call the subprocess to send the push notification.

Ryan

it works, huge thanks!

Is it possible to pass 2 or more users to singe Push notification subprocess?

Or should I use similar approach and create a fork (AND) in business process to call Push notification subprocess in case I need to sent the same Push notification to 2 or more persons?

Leonid,

You'd have to call that subprocess twice, once for each user.

thanks!

There's a feature you can add/enable called "EnabledAppearanceSettings" that turns on the ability to choose different sizes for the modal/mini pages. See more here: https://customerfx.com/article/changing-the-size-of-freedom-ui-modal-mi…

1. Go to https://[creatiourl/0/flags
2. Search to see if you have the feature named "EnabledAppearanceSettings" (you won't have it, but just to make sure. If not, click Add to add it, enter:
   1. Code = EnabledAppearanceSettings
   2. Enabled = checked
   3. Save, then click Clear Cache
3. Now when you open the designer for a modal/mini page, you'll see some size options

Ryan

Ryan Farley,

Thanks. That's exactly what I was looking for.

There is a request called "crt.CanDiscardUnsavedDataRequest" that you can handle to suppress that. See here: https://customerfx.com/article/suppressing-the-unsaved-data-prompt-when-canceling-a-creatio-freedom-ui-modal-dialog/

Ryan

Answer on duplicate post here: https://community.creatio.com/questions/how-suppress-save-warning-messa…

This is telling you that the record you’re binding references a record in UsrEmployeeJobHistoryUnion with the Id in the message and that record is not bound in the package. To fix, bind data from UsrEmployeeJobHistoryUnion and add that record. 
Ryan

Hi Ryan,

I'm also facing the same issue while binding lookup. In my case, I have tried to create 1:1 relationship between lookups.

Service Type Lookup:

Service Sub Type:


So while binding these lookups, I'm getting the following error:

Query:
1. Is there any way to resolve above problem?
2. Is 1:1 relationship is correct?
 

When you set up OAuth for Office365/Exchange mailboxes, it doesn't mean that no login info is asked of the user. It only means that Office365/Exchange is who asks for the login info of the user, not Creatio. The expected behavior is that a user adds their mailbox, they get redirected to the Exchange/Office365 login to authorize Creatio to use the mailbox, then redirected back to Creatio. If the user is already logged into their mailbox in the browser, they will not be asked to log in again and will only see the screen to authorize Creatio to use the mailbox.

Ryan

Ryan Farley,

Hi Ryan, thank you for your feedback. I guess i gotta go back to the accademy because i really didn't figure out this mimic. I thought, since we were setting up a client credentials oauth flow, that it was a machine to machine integration. Without the need for a user to input any password (which in my scenario isn't even known). If a user authentication is required to obtain a token that persist in the session i don't see how it would be possible to create automated and unattended processes that receive and sends from this mailbox. Above all what i'm trying to accomplish is to have a business process to start automatically every time a mail is received in the mailbox (independently by the users logged in the system). At this point it's hard for me to understand if it is even possible with out of the box features. 

Roberto Binda,

What you're describing will work (having the system start a process every time an email is received in that mailbox or even auto sending emails from that mailbox in the background - all independent of users accessing the system). You just need to add the mailbox first. The credentials is only needed initially add the mailbox. Accessing any mailbox does require credentials, which is what gives the mail server context as to which mailbox is being accessed. 

If this is some system mailbox that will be used for automated messages, there still is a user context to get access to the mailbox. What I often do is add that as an admin level user in Creatio. Once added, Creatio will continue to retrieve or send email via that mailbox regardless of whether that admin level user ever logs into Creatio again. The mailbox will be available to use in processes etc.

Ryan Farley,

Than you Ryan, i've got a clearer picture now. Your feedback was really helpful

Hello,

The only option I made it work is modifying the CSS in two places in the Terrasoft.Configuration/Pkg/CoreForecast/Files/src/js/forecast-component/mf/8337.hash=2379c17fffb022d1.js file in the binary files of the application as:

.cdk-text-field-autofill-monitored:not(:-webkit-autofill){animation:cdk-text-field-autofill-end 0s 1ms; pointer-events: none}

pointer-events: none was added to the code. All other options to disable editing the cell didn't work. 8337.hash=2379c17fffb022d1.js file name can be different in your application, the correct name can be only retrieved by finding

cdk-text-field-autofill-monitored:not(:-webkit-autofill)

in the page sources:

and then modifying the appropriate file and then refreshing the page with clearing the cache. Please also note that this change will be errased after the upgrade between versions and not the best solution, but there are no other options. We will register the task for our R&D team to make it possible to make the column non-editable using basic application capabilities.