8.0 | Community Creatio

Question

09:25 Apr 11, 2023

Our external system(DWH) would like to load large number of records from Creatio, no matter how big the data upload limit is, it will end.

We want to use pageing functional to divide data.

If there is such functionality in creatio, if so, how to enable it

6 comments

Mira Dmitruk

13:00 Apr 11, 2023

Hello,

Please note that we do not have such an integration in the system and we advise using the basic export functionaliy, as it does not have any limits.

As an alternative option, you can use Integrations & API, Odata web service for this.

Anna

13:30 Apr 11, 2023

Can you please tell me how to process such a case: we have a table with 21 000 records and we can't load it because after 20 000 records an error appears, how can we solve this problem?

Mira Dmitruk

13:57 Apr 11, 2023

Anna,

In this case I recommend you contacting our Support team directly at support@creatio.com so we could check this issue on your site.

Mohamed Ouederni

15:25 Apr 11, 2023

You can use OData 4 $top and $skip parameters to load all records.

Example to load 3000 records:

https://demo.creatio.com/0/odata/contacts?$top=1000&$skip=0

https://demo.creatio.com/0/odata/contacts?$top=1000&$skip=1000

https://demo.creatio.com/0/odata/contacts?$top=1000&$skip=2000

Anna

04:10 Apr 12, 2023

Thanks , but links are not active

keith schmitt

15:24 Apr 12, 2023

Can you be more specific as to what you are trying to do? Are you trying to load data from your DWH to a Cloud instance? Is this a one time thing? Are the inserts or updates? How are trying to load? Odata DataService? Are you using an app or self coded?

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Question

Formula Value is empty

Prashant Bangargund

18:09 Apr 10, 2023

Which I select process element and double click to generate macro, after saving the formula value is empty.

In the console getting following error--

41 Error while sending request

   response status: 500 (ValidateException)

   request url: ../DataService/json/SyncReply/ValidateProcessFormula

   method: POST

   request data: {"formulaValue":"[#[IsOwnerSchema:false].[IsSchema:false].[Element:{f5f1d34c-ee78-41d5-8364-7d1c12b93b36}].[Parameter:{ec7648e8-b1f3-4292-b5ef-5d0cc52...

log @ all-combined.js:41

1 comments

Alla Blinova

19:59 Apr 12, 2023

Hi!

You have specified "RealtyTypeId". Maybe you meant "ReadTypeId"?

Looking forward to hearing from you!

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Question

TimeLine

Sales_Creatio_enterprise_edition

8.0

How to replicate timeline for custom section

Pavan Manne

07:21 Apr 10, 2023

Hello community,

I am trying to bring timeline for custom section. I have created a record in TimelinePageSettings table. To update the data i used the below script. So when i am using the full json ,timeline tab is not showing on the UI. When i am using the json with only SocialMessage it is working properly for messages. I have checked appending Id to reference column name but it didnt work . I might be missing a step , please help me out.

UPDATE TimelinePageSetting

SET Data = CONVERT(varbinary, '[

{

"entityConfigKey": "706f803d-6a30-4bcd-88e8-36a0e722ea41",

"entitySchemaName": "Activity",

"referenceColumnName": "UsrCreditCheck",

"masterRecordColumnName": "Id"

},

{

"entityConfigKey": "09a70391-b767-40ab-97b8-6d1b538adbe6",

"entitySchemaName": "Activity",

"typeColumnName": "Type",

"typeColumnValue": "e2831dec-cfc0-df11-b00f-001d60e938c6",

"referenceColumnName": "UsrCreditCheck",

"masterRecordColumnName": "Id"

},

{

"entityConfigKey": "35b5c45f-36e7-450f-a282-81c56624d29e",

"entitySchemaName": "SocialMessage",

"referenceColumnName": "EntityId",

"masterRecordColumnName": "Id"

},

{

"entityConfigKey": "aeca6df0-5c89-4066-bdfa-eff486ae8fed",

"entitySchemaName": "Call",

"referenceColumnName": "UsrCreditCheck",

"masterRecordColumnName": "Id"

},

{

"entityConfigKey": "59de07a7-28dd-4dc9-a106-a07cb9981423",

"entitySchemaName": "UsrCreditCheckFile",

"typeColumnName": "Type",

"typeColumnValue": "529bc2f8-0ee0-df11-971b-001d60e938c6",

"referenceColumnName": "UsrCreditCheck",

"masterRecordColumnName": "Id"

},

{

"entityConfigKey": "09a6dad5-036b-4075-a813-e8278a5360ea",

"referenceColumnName": "UsrCreditCheck",

"typeColumnName": "Type",

"typeColumnValue": "539bc2f8-0ee0-df11-971b-001d60e938c6",

"entitySchemaName": "UsrCreditCheckFile",

"masterRecordColumnName": "Id"

},

{

"entityConfigKey": "a5900576-dca5-4d82-aed3-91c8909a3028",

"entitySchemaName": "Document",

"referenceColumnName": "UsrCreditCheck",

"masterRecordColumnName": "Id"

}

]')

WHERE Id = 'D15FD665-AAD3-4AC7-8F1A-54DC5342E616';

1 comments

Kalymbet Anastasia

09:35 Apr 11, 2023

Hello,

You need to create a custom item view module based on the Contact object and add it to the Leads section. Please use this article as a reference where the same task is described using a custom "Books" section added as timeline item to the "Accounts" section.

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Question

8.0

Issue with web service request and response parameters in business process

Abderrahman Tigami

05:05 Apr 09, 2023

I am writing to seek your assistance with an issue I'm currently facing in a business process. I created a web service that accepts a file(docx) in the request and returns a file(pdf) in the response. However, when I try to call this web service inside a business process, I cannot find the response parameter.

I have tried checking the business process, the web service definition, and the service operation mapping, but I have not been able to identify the root cause of the problem. I suspect that I might be missing a step or configuration in the business process or web service definition

File attachments

responseDocToPdf.PNG

1 comments

Alla Blinova

21:22 Apr 09, 2023

Hi!

Please test the web service independently to see whether it works as expected in the first place. Then, verify the service operation mapping: Make sure that the web service is correctly mapped to the service operation in the business process. Check that the mapping for the response parameter is correct. Sometimes reading the element might help.

If none of it helps, we ask you to submit a request to our team via support@creatio.com or the Success Portal. We'll need to access the instance remotely in order to help.

Thank you for your cooperation!

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Question

Sales_Creatio_enterprise_edition

8.0

Read Old column value in BP

Harry

21:50 Apr 06, 2023

Hi all,

Does anyone have a solution using Freedom UI or business process, which allows you to read the previous column value?

For example, I need to run a business process triggered on the change of a lookup, but for both the previous and new value.

Thanks!

1 comments

Cherednichenko Nikita

14:15 Apr 18, 2023

Hello,

You can use EntityEventListener to solve your task.

More details on the academy website:

https://academy.creatio.com/docs/developer/back_end_development/objects…

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Question

url

Read Data

Studio_Creatio_free_edition

8.0

Read data in url

Thibault Cros

13:05 Apr 06, 2023

Hi,

Is there a way to read data in an edit page url ?

5 comments

Yuliya Gritsenko

20:25 Apr 06, 2023

Hello Thibault,

Would you please provide more details on your question, so that we can check it for you?

Thibault Cros

10:19 Apr 07, 2023

Hello Yuliya,

I am calling a third party service in order to obtain an authorization code from scratch. After that, I am redirected back to my edit page with a code. The url looks like this: https://079046-studio.creatio.com/0/Shell/?code=Uq-EurbsQyJ1si-mXiw_DW7…. I would like to know how I can retrieve the code to put it in a business process.

Kalymbet Anastasia

09:22 Apr 11, 2023

Hello,

Please review this video material, as it may assist you in implementing your task:

https://www.youtube.com/live/mHaGY1DxETw?feature=share&t=292

https://www.youtube.com/live/ehjfcBxpLsQ?feature=share&t=247

dean parrett

12:36 Apr 11, 2023

Hi, I think you can try this

1. Make parameter to record your code, in my example it is simple string parameter called UsrTest2

2. add script task:

string resultString = "https://079046-studio.creatio.com/0/Shell/?code=Uq-EurbsQyJ1si-mXiw_DW7…";

string part = resultString.Substring(0, resultString.LastIndexOf('#'));

string newURL = part;

string[] parts = newURL.Split('=');

string itIsCode = parts[parts.Length-1];

Set<string>("UsrTest2", itIsCode);

return true;

3. Get some autogenerated page to see the result

4. Result

now my parameter UsrTest2 holds the code from URL. I can use it anywhere in the process now.

Note: this example works if your url is going to be static and there will be no extra symbols. If your url format is changed - this code might not work properly. In that case you will have to query the string to find the code after the word "code=", something like this

foreach (string queryString in queryStrings)
{
 if (queryString.StartsWith("code="))
	{	
    string codeValue = queryString.Substring("==".Length);
     Console.WriteLine(codeValue);
   }
}

Thibault Cros

13:21 Apr 11, 2023

Hi,

Thank you for your answer. The URL will not be static since the code will change with every call. However, I am unsure of how to retrieve the URL string.

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Question

Financial_Services_Creatio_lending_edition

8.0

DCM panel not showing for portal users

Aurora Leka

12:19 Apr 06, 2023

Hi Creatio!

I'm creating a Customer Portal and I am phasing an issue when I try to add DCM panel into page.

Cases workflow appear on the the section page :

But when I try to logg-in as user portal (role: All portal users) Cases workflow do not appear in the Customer Portal.

In the console log I receive "response status: 403 (SecurityException)".

Please what is your suggestion to fix this issue?

Thanks,

7 comments

Best reply

Aurora Leka

11:22 Jul 21, 2023

Hi all,

I want to share with you solution that Creatio support team helped me.

You have to check in object permissions if "Portal Users" have permission to use "SysDcmSettings" .

Bogdan

17:44 Apr 09, 2023

Hello Aurora,

Could you please let us know what portal license do you have on this local instance?

Also, could you please verify whether this DCM object is added to those lookups in order to be visible to portal users?

And one last question, does it appear on the portal the DCM for the cases section?

Mariana Pereira da Costa

12:07 Apr 11, 2023

Hello,

I am having the same problem. I added the DCM object to both lookups, and I am also having an error in the console.

I check the DCM in the cases section, and I can see it.

Denis Bidukha

12:01 Apr 14, 2023

Hello All!

Please check the following article for steps on how to add DCM to the portal: https://community.creatio.com/articles/enable-dcm-portal-users

In case you would still receive the error - please contact us on support@creatio.com

As I see it - this error is not the same for all and would require an individual approach.

Best Regards,

Dan

Aurora Leka

15:23 Apr 14, 2023

Bogdan,

Hello Bogdan,

The portal license that I am using in my local instance are as in the photo attached:

Is added object of Application Form (section) but not the case object (should be with the name "Application Form case in the Portal) :

Related to the last question DCM does not appear in the portal section (but as you can see to the image attached the section of the task appear but no the stages one).

Thanks,

Aurora Leka

15:45 Apr 14, 2023

Denis Bidukha,

Hi Denis,

Images attached to the link are not clear.

And another question please , this solution is available for the latest version of Creatio ?

(I am using Creatio v8.0)

Thanks,

Denis Bidukha

18:28 Apr 14, 2023

Aurora Leka,

Hi! The pictures are not representative anyway as they are made in Old UI. The information should be still relevant though. Please check if the specific portal user has required access rights and it the object has an "SSP available " checkbox checked.

If that did not help - please contact Support individually for investigation to be held

Best Regards,

Dan

Aurora Leka

11:22 Jul 21, 2023

Hi all,

I want to share with you solution that Creatio support team helped me.

You have to check in object permissions if "Portal Users" have permission to use "SysDcmSettings" .

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Question

Opportunity

confidencelevel

8.0.4

Sales_Creatio_enterprise_edition

8.0

How to replicate confidence level in opportunity section for custom edit pages ?

Pavan Manne

11:54 Apr 06, 2023

I have three edit pages for Opportunity section, and I would like to replicate the Confidence Level block from the out-of-the-box edit page to the other two pages I created. I have attempted to copy and paste the block, but I am encountering some issues. Could you please advise me on how to proceed or provide me with any necessary instructions?.

TIA

1 comments

Bogdan

16:33 Apr 09, 2023

Hello,

It could be achieved only by development.

This post could be helpful for you.

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Question

8.0

Error after saving Page Designer (Freedom UI, version 8.0)

Csilla Kiss

16:19 Apr 05, 2023

Hi,

I am experiencing the following problem:

After modifying a field (its name, the source of the lookup, or adding a new field) in the Page Designer I hit the SAVE button, but the page freezes and after a while, I get an error message from the browser saying that the page is not answering, and I can either wait or close the tab. Waiting doesn't help, and every tab I am logged in to the Creatio environment crashes as well. It doesn't work in a different browser either.

This error occurs for some objects but not for every object. I cannot identify any difference between working and non-working objects that could cause this problem.

Any idea what should I check? Did anyone experience this phenomenon?

3 comments

keith schmitt

23:00 Apr 06, 2023

I have not, is there any errors in the console?

Bogdan

10:10 Apr 10, 2023

keith schmitt,

Please contact our support team - support@creatio.com

Csilla Kiss

16:14 Apr 11, 2023

keith schmitt,

No, the console freezes with the browser. I have contacted the support team.

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Question

Service_Creatio_enterprise_edition

8.0

Permission to add an object record from different Read only object

Harry

15:55 Apr 05, 2023

Hi all,

In Freedom UI (and possibly 7.x), you are unable to use the "open new record" button from a record page of an object where the user only has read only access. To me this doesn't really make sense and I'm hopeful there is a way around it?

For example, the user has read only access to "Account", but the user has write access to "Contact". On the Account page there is a list of contacts (detail) with the button to add new.

The user has the permissions to add this contact, but the system says permissions do not exist to edit object "Account" - even though the user is not editing the object account - it is simply trying to open the new record page for Contact.

Am I missing something here?

Thanks!

2 comments

Bogdan

13:12 Apr 08, 2023

Hi Harry,

I wasn't able to reproduce the issue on the 8.0.7 version, therefore we recommend updating your application to the latest version.