I am trying the installation of packages in creatio using clio command and I was wondering if it is possible for more than one package to be installed simultaneously using clio?
Thank you for your answer. I understand that you can initiate the installment of many packages with clio in this way, but can they install in parallel?
The case gets created when a mail is send to the setup mail of the system, now that mail is added to the conversation tab (freedom ui) as the follow up for that particular case. Now i want to edit/masked the body content of that mail before saving or displaying in any section or tab, I can mask data using regex in script task, but can't find where to perform this operation, I even checked out the incoming email registration process but couldn't undersatnd the code even i try to take the body and then applied regex but some body not defined/missing error pops. I also tried activity added trigger and then mask the content it is doing the thing, but not getting reflected on conversation or other places, even I try to put a timer in case creation process, if it could help but nothing work out How to do that now?
You should put this logic into the IncidentRegistrationFromEmaillHelper class into the GetRegisterIncidentId method. Why: it's called in the business process you mentioned (see the chain RegisterIncidentFromEmail method called from the script-task -> GetRegisterIncidentId method is called from the process methods) and this is the final step that creates the ticket. After the ticket is created you can manipulate with the email subject and body (but also note that subject and body will be used in the Subject and Description of the registered ticket). The GetRegisterIncidentId method is public and virtual so you can override its logic if needed and it contains the activityId as an argument using which you can get the activity needed to process.
If you need to put a mask before the incident is registered - you need to put the logic into the RegisterIncidentFromEmail method in the business process. You also have activityId there as an argument so you can manipulate with the activity subject and body and only then call the GetRegisterIncidentId method.
I've set up an email box to generate cases, but it is not assigning category/sub-category.
I'm working on a business process to re-assign email generated cases to the proper Cat/sub-cat. I want to pull the first word after [EXTERNAL] from the email to use as a match to proper Category. Sub-category can be a static lookup value for this use-case.
For example with a subject line of "[EXTERNAL]Chicago - Assistance needed" I want to just extract Chicago, then use a BP to do a Modify Values: Category = extracted text.
If you need to select the topic and subtopic based on context, I recommend using ML models. These models can either determine an exact match based on the email content or provide an approximate selection based on client-provided data.
Could anybody clarify when I'm updating record using Odata EntityDataService.svc, will business logic be applied to the record after update if it is set up on update trigger?
For example, if one set up rights sharing with respect to owner of the record, will owner's update via Odata force the rights sharing?
Yes - if you have processes with start signals for the records you're updating, they will get triggered when the records are updated via OData. Performing adds/updates via OData are just as if they were done in app.
Yes - if you have processes with start signals for the records you're updating, they will get triggered when the records are updated via OData. Performing adds/updates via OData are just as if they were done in app.
Do you know if it is possible to add a new view in a mobile application that would display a map with multiple markers (where the address would be retrieved from accounts)? And is there a way to display a custom tooltip on the map containing some information?
We don't have any examples available for this. The only example available with maps in the mobile app is the account addresses detail and maps on it (see this community thread).
Hello. We wanted to send two trigger emails to our audience. See below.
The flow logic is that when the "Version 1 - 1st Send" email is sent, those who open it exit the campaign. The filter logic for this condition is as follows:
If the response is "Not Opened" then they are moved to a timer of 03/12 to recieve a second send. The logic for this process is here:
The question here is regarding the "result" section of the filtering process. Does this play a factor in my logic displayed above, and what's the best way to adjust this (if any)? Thanks in advance, everyone. :)
"What is the result" section may further refine the results, but, if you are already filtering your audience using "Which conditions must the contacts meet to transition to the next step", this itself should be sufficient.
Seeing your filter presets, I would additionally advise to make sure that participants responses that are != Open are reviewed. If you leave it as is - this may include Delivered emails that have not been opened yet.
You may check out this article for additional information on delivery status and double-check the contents of "Response of participant in Bulk email" (BulkEmailResponse) to make sure you narrow down the responses according to your need.
When adding an aggregated field to a filter, some of the field names are missing from the 'by column' expression.
Example: This should state 'File and link of invoice (by column Contact)' I believe this started following a package being migrated to the production system. The same error was not occurring in the dev system.
Is there a way to set these fields manually or a way of forcing the system to regenerate them?
I've found the reason for this. The table Data schema reference contains duplicate values, some of which don't have a value in the Column name (title) field. Deleting the duplicates fixes the issue.
To remove the "+" and process buttons please, follow the instructions: 1) Add and enable the feature "AllowCreateAngularSchema" 2) Relogging to the app 3) In the configuration, replace the MainShell schema with the additional menu item "Angular replacing view model":
Parent object - "Main shell layout with vertical navigation":
4) Fill the new MainShell with the following code and save the module:
In your case if you need to hide it for all users - specify the "All employees" and "All external users" in the GlobalSearchInputVisible operation permission.
It's an option, but we faced several tickets when 2 first DCM stages are not displayed in the UI on all Freedom UI pages when this addon is installed. So better hiding the elements using examples we shared above.
I'm trying to get the "Resulting collection" out of a Read data step in a Business Process in order to iterate over it, but whatever I try the "Resulting collection" is null/empty when trying to access it later in BP. The "Collection of records" parameter for the step is populated with the expected number of records, but since it's an ICompositeObjectList, it can't be iterated over using an index (e.g. entityCollection[0]) which is really what I would like for this solution - using a foreach loop in code isn't ideal, as then we have to write everything in code rather than using the no code BP steps available to us.
I've tried many things including changing packages to not compile into a separate assembly and using the Resulting collection parameter in a subprocess BP by binding the output param to a BP param, and have even checked in the ReadDataUserTask code using Visual Studio to debug and check values, and it seems that the ResultEntityCollection ("Resulting collection") is being set correctly there, but it just doesn't seem to make it back to the Business Process. Does anyone know why this might be the case? And if there's any resolution? Currently working in 8.1.3
To add some details to what I'm seeing, this is the Read data step:
This is a formula step to try to see what should be coming out of this step in the Resulting collection:
And this is my User Task step which takes an EntityCollection parameter:
Before the Formula step, the value of the "Entity collection" parameter is null, afterwards it appears in the BP trace logs as being "", so something does change - below is shown what the User Task step's Inspect looks like after it fails:
So the BP parameter value is "" for the EntityCollection, but it's null for passing into the User Task, and that's what we see in the User Task debugging in Visual Studio (which causes the error, as we get an "Object reference not set to an instance of an object" error when trying to use it).
When checking what the OOTB ReadDataUserTask code is setting to the ResultEntityCollection parameter (which is the parameter for "Resulting collection") we can see that it is correctly being passed the EntityCollection:
It just doesn't seem to be able to be used afterwards in the BP.
Anyone have any knowledge on why the Resulting collection parameter from a Read data step in a BP would be null despite it seeming to come back populated from the C# code?
Just to clarify, does this not work even in the case when the collection is passed to a subprocess — does the same error occur in that scenario as well?