I have an integration with another vendor, where the integration requires a certificate to carry out the integration. There are 2 certificates for each provider. Strangely only one is running normally, the other is intermittent. sometimes it works, sometimes it doesn't. My question is, is there any special configuration for certificates (.pfx) inside creatio or IIS?

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Hello,



There are no special settings for certificates in Creatio.

 

Connecting a certificate in Creatio is described in the article:



https://academy.creatio.com/docs/8.x/setup-and-administration/on-site-d…

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Hello,

Is it possible to add an attachment to an email within a campaign?

I know it's possible to do it within a business process, but I want to utilize the marketing campaign features.

Have any of you accomplished this in Creatio?

Thanks.

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Hello,

 

Bulk/trigger emails are not supposed to have files attached to them since the email provider can reject sending this email. The only way to have a file (for example pdf file) being attached to an email if it is a trigger/bulk email - is to put this file as a link to the body of an email. Your file should be stored in some public storage that can be accessed by anyone and the link to it will be like this https://test_storage_system/$File/TestSheet.pdf.

 

But if you put this link to the body of an email - recipients will get an error when opening it. So you need to use the OpenElement parameter at the end and make the link look like this

https://test_storage_system/$File/TestSheet.pdf?OpenElement. As a result, users will see opened pdf documents (which they can download after that) that can be accessed from your bulk/trigger email.

Hello,

 

Bulk/trigger emails are not supposed to have files attached to them since the email provider can reject sending this email. The only way to have a file (for example pdf file) being attached to an email if it is a trigger/bulk email - is to put this file as a link to the body of an email. Your file should be stored in some public storage that can be accessed by anyone and the link to it will be like this https://test_storage_system/$File/TestSheet.pdf.

 

But if you put this link to the body of an email - recipients will get an error when opening it. So you need to use the OpenElement parameter at the end and make the link look like this

https://test_storage_system/$File/TestSheet.pdf?OpenElement. As a result, users will see opened pdf documents (which they can download after that) that can be accessed from your bulk/trigger email.

Bogdan,

Hello thank you for your reply. I'll find a way to generate a link of my file and use it within a bulk email

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Hello,

 

is it possible to log calls from mobile application? When I click on the 'call' icon and dealer is started with selected number, I need to create a record, that call was done from the mobile

 

Thank you!

Vladimir

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Hello Vladimir,



There is no such option for now.

However, we've registered it in our R&D team backlog for consideration and implementation in future application releases.

 

Thank you for helping us to improve our product.

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Now that lists have a multi-select feature, how can one access the DataTable_SelectionState for that list and pass it to a BP?  The available button actions don't seem to have an option specific to sections and I'm not yet seeing any samples out there on how to do it in code.  

 

Has anyone tackled this yet?

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Hi Jeremy!

 

You can use the following in a request handler for the action buttons for the list - this will return an array of the selected Id values: 

const selectedIds = (await request.$context.DataTable_SelectionState).selected;
// selectedIds will be an array of Id's for any selected records

As for getting them to a process, you could pass in as a string to a param or execute the process separately for each Id. See here for executing a process, if needed. 

More info here: https://customerfx.com/article/getting-multi-select-records-from-a-crea…

Ryan 

Hi Jeremy!

 

You can use the following in a request handler for the action buttons for the list - this will return an array of the selected Id values: 

const selectedIds = (await request.$context.DataTable_SelectionState).selected;
// selectedIds will be an array of Id's for any selected records

As for getting them to a process, you could pass in as a string to a param or execute the process separately for each Id. See here for executing a process, if needed. 

More info here: https://customerfx.com/article/getting-multi-select-records-from-a-crea…

Ryan 

Ryan Farley,

This is exactly what I was looking for.  Thanks Ryan!

This should be available without a line of code.

Franck Lehmann,

 

I believe that's coming in a future update.

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Hi everyone,

 

is there any possibility to prefill some of the data when I would like to add a new "next step task" for the account or for the opportunity? I mean, I would like to add a new task, and I don't want to search for the exact opportunity name, if I do it from the opportunity page. 

 

Thanks, Timi

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Hello Timea,

 

You have to set the correct data source. For example, if I will create a new task from the case page and I want to fill in the case automatically:

 

I should set the data source "Activity.Case" for this field: 

Thank you so much for your answer :) 

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Hi everyone, I have a problem with the 360 application in my local instance of creatio.



It's strange because I've already reinstalled it and sometimes it opens the workplace sections (although they are the classic version), logs out, and when I try to enter the form page again, it stays loading in an eternal loop



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Hello,



For a new app on version 8.1, I'm trying to lock up all fields on a page based on the record condition. I have a Locked by field on the record and if the field is empty or different than the current user, I want to make the whole page read only. 



I was able to do that on previous versions by adding some code to the page. At high level I needed to add the  IsModelItemsEnabled attribute and have a "setCardLockoutStatus" method that triggers when the UsrLockedBy field changes. I also need to do a merge operation on the CardContentWrapper to set the generator value to DisableControlsGenerator.generatePartial.



What page code I need to write to accomplish something similar on 8.1? Or can that be accomplished now with no code?



Thanks,

Jose

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Hello Jose,

 

The way of locking the whole page you've described is based on using the "CompleteCardLockout" feature. Unfortunately, it is not available to use on the Freedom UI pages. 

However, you may implement it using Page Designer business rules. It is possible to specify a rule that makes all the input fields editable/read-only based on the field value condition, for example:

 

The same approach might be implemented via code using the “readonly” attribute. Here is the example: https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/platform-customization/freedom-ui/customize-page-fields/examples/set-up-the-condition-that-locks-the-field#title-3819-2. You may create one common attribute that will be responsible for locking the fields, though in that case, you should manually add its name to the "readonly" value of every field.

 

Also, you may consider using record permissions instead of the "Locked by" field. This type of permission is based on the record authorship, here are the details: https://academy.creatio.com/docs/8.x/setup-and-administration/administration/user-and-access-management/access-management/record-permissions.

 

Best regards,

Natalia

Hello Jose,

 

The way of locking the whole page you've described is based on using the "CompleteCardLockout" feature. Unfortunately, it is not available to use on the Freedom UI pages. 

However, you may implement it using Page Designer business rules. It is possible to specify a rule that makes all the input fields editable/read-only based on the field value condition, for example:

 

The same approach might be implemented via code using the “readonly” attribute. Here is the example: https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/platform-customization/freedom-ui/customize-page-fields/examples/set-up-the-condition-that-locks-the-field#title-3819-2. You may create one common attribute that will be responsible for locking the fields, though in that case, you should manually add its name to the "readonly" value of every field.

 

Also, you may consider using record permissions instead of the "Locked by" field. This type of permission is based on the record authorship, here are the details: https://academy.creatio.com/docs/8.x/setup-and-administration/administration/user-and-access-management/access-management/record-permissions.

 

Best regards,

Natalia

Natalia Kalynovska,

Thanks Natalia. I do have a lot of fields on the page so I was looking for something like the CompleteCardLockout feature, but business rule will do. Do you know if there are any plans to have that feature on the freedom UI version? It takes some maintenance to keep those rules updated every time fields are added to the page.

Jose Hernandez,

 

We registered such a request for our R&D department, and they will consider implementing this feature for the Freedom UI pages.

Thank you for helping us to make our product better!

Natalia Kalynovska,

This feature would be very useful, definitely miss having that option that we had in Classic UI.

Natalia Kalynovska,

Hi. 
Is there any update on this? Perhaps a roadmap? 

Locking the whole page without this feature is a nightmare.

Наталія Калиновська,

maybe there is already a solution?

Natalia Kalynovska,

Cleary something that is necessary, 

any news on the time line for this?

thanks

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Hi Community,

How can we filter the Cities based on the Zip Code (string field) in Freedom UI?

Apparently dynamic filtration on Object Level works only for Lookup fields.

Sasori

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Hello Sasori,



Since a text field and there is no lookup values you can not filter it based on conditions. 

Hi Bogdan,

Your answer is something that we already now (I have already stated that in my post) . And it is very astonishing that such functionality which was oob in the Classic UI is not present in the Freedom UI.

Please give us a code example of implementing such functionality in freedom UI.

Sasori

Sasori,

 

We don't have a ready example of such implementation. 

 

However, 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 to increase its priority.  

Sasori Oshigaki,



You need to create other lookups, remove and replace the current postal code text field, so that you can add postal code to the list of cities to do the links. It is indeed weird that this is a seperate text field as an OOTB feature.



Also, accounts is in Freedom UI, with customer 360, but not account adresses , how weird is that ??

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Dear community,

 

Has anyone been able to use the Excel Reports app in V8?

We installed https://marketplace.creatio.com/app/excel-reports-builder-creatio but the option is only visible in the old UI.

 

Kind regards,

Yosef

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Hi Yosef!

The app does not support report download in Freedom UI sections.

As a workaround, you can set up reports that have "Custom report" report type. That way you can generate a report in the Excel reports section.

+1 Also really hoping this gets updated, or even better some enterprise level reporting functionality. 

Yes, I'd rather it become an OOTB functionality in Creatio 8.1 ... an enterprise grade tools requires enterprise grade reporting

Hi Yosef!

The app does not support report download in Freedom UI sections.

As a workaround, you can set up reports that have "Custom report" report type. That way you can generate a report in the Excel reports section.

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Hello, community,

 

How to move a user from one role to another by using a business process?

For example, we have 2 branches: branch A and branch B.

The users for Branch A are Alex and Bobby

The users for Branch B are Charlie and Drake

Every month there is a rotation, so Alex will be in Branch B, and Charlie will go to Branch A.

How to do it in the business process?

 

Thank you.

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Hello,

 

 

We have previously discussed a similar task in this post: https://community.creatio.com/questions/create-role-programatically

 

You can simply start by adding a 'delete data' element from the 'user in roles' object and then add an 'add data' element to the same object, filling only the role and user columns.

 

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