If you merge your Facebook and Instagram accounts in Facebook Messenger, and connect your Facebook account to Creatio, will you receive messages from both accounts in Creatio?
As of today we have a task to integrate instagram in order to let you receive the messages from Intagram either, so it possibly will be implemented in our future releases, but currently it is not possible.
We have an Orders page from which our invoices are generated. The rate of Invoices depends upon the Day of the Week. (Different rate for weekdays & Weekends). However, one key thing is missing which are UK Holidays. Is there any way to define UK holidays in the system or in my process, so that the system knows that this day is a holiday and the rate should be the holiday rate?
1) Create a custom object (parent object should be "BaseLookup") where two integer columns should be added: UsrDayOfHoliday and UsrMonthOfHoliday. They will be used to store the day and the month of holiday respectfully.
2) Create a lookup in the "Lookups" section based on the object from step 1 and fill it in:
3) Your business process that generates orders should be modified and additional check for the current day to be UK holiday should be added. Like in the example below:
The logic here is simple: get current day and month and set it as process integer parameters, then use these integer parameters in the "Read data" filtration. Then we have the "It's holdiday!" conditional flow with the following condition:
[#Get possible UK holiday.First item of resulting collection.Id#] != Guid.Empty
It will check if any record was found in the "Read data" element and if so the "It's holiday today!" autogenerated page will be displayed. Otherwise the process will be terminated.
In your process you need to use the same approach but instead of the autogenerated page you need to trigger the logic you need to be triggered when it's holiday in UK. Otherwise trigger regular logic for other days.
1) Create a custom object (parent object should be "BaseLookup") where two integer columns should be added: UsrDayOfHoliday and UsrMonthOfHoliday. They will be used to store the day and the month of holiday respectfully.
2) Create a lookup in the "Lookups" section based on the object from step 1 and fill it in:
3) Your business process that generates orders should be modified and additional check for the current day to be UK holiday should be added. Like in the example below:
The logic here is simple: get current day and month and set it as process integer parameters, then use these integer parameters in the "Read data" filtration. Then we have the "It's holdiday!" conditional flow with the following condition:
[#Get possible UK holiday.First item of resulting collection.Id#] != Guid.Empty
It will check if any record was found in the "Read data" element and if so the "It's holiday today!" autogenerated page will be displayed. Otherwise the process will be terminated.
In your process you need to use the same approach but instead of the autogenerated page you need to trigger the logic you need to be triggered when it's holiday in UK. Otherwise trigger regular logic for other days.
Please help me understand the issue. On the OpportunitySection (and similarly on the LeadSection ), the system does not allow any changes to be made, not even adding a simple comment. I'm making changes to the schema that was automatically created when modifying in the section wizard. It's in my own package.
23505: duplicate key value violates unique constraint "IUSysSchemaUIdSysPackageId"
I get that in recent versions when I create a package and then set that as the current package. Once I log out and back in again the issue goes away (assuming that what you're getting is the same issue that I've experienced). Have you logged out and back in again since creating the package?
I get that in recent versions when I create a package and then set that as the current package. Once I log out and back in again the issue goes away (assuming that what you're getting is the same issue that I've experienced). Have you logged out and back in again since creating the package?
I had this error recently, except for it was within the business process table. It was trying to save another record with an empty Guid (one existed already).
Couldn't get an answer on how this happened. My belief was that when you copy a business process, it creates an empty record whilst at the same time, my browser was not allowing the copied business process to open in the new tab. (only logical reason I could think of)
I would check the values in the table you mentioned to see where there is a duplicate key and then delete one of them.
My colleague and I are trying to develop applications with specific dependencies but Creatio keeps adding dependencies we don't want to the package when we save a business process. Is there a way to turn off the automatic adding of dependencies? I'd prefer to receive an error message if I'm using something for which I don't have access.
I would love to turn this off and have an error telling me what it needs instead. The auto adding dependencies could be nice but I’d prefer to control that myself. I’ve ran into issues where it attempts to add a dependency for the same package that the item is already located in and then complains that it’s a circular dependency.
Not getting the exact same error, but similar behavior:
modifiying customer 360 list & form pages, getting account new objects, pages etc saved in my current set package, and the contacts saved automatically in a new package of Creatio's choice.... Quite confusing
If you merge your Facebook and Instagram accounts in Facebook Messenger, and connect your Facebook account to Creatio, will you receive messages from both accounts in Creatio?
As of today we have a task to integrate instagram in order to let you receive the messages from Intagram either, so it possibly will be implemented in our future releases, but currently it is not possible.
It's possible. Default values can be set via configuration for all replaced objects. For example, if I want to set the default Account for Orders I create replaced object for Order and specify it in the default value field. It can be selected from existing values, system settings, or variables.
Please note that if the selected default value is removed or the type of system variable and lookup is different it can lead to different issues so do not select values that can or will be deleted.
There is no such possibility for now but we've registered it in our R&D team backlog for consideration and implementation in future application releases.
I would love the ability to customize this - at least to add our own background color and logo. Making the system seem/feel like *theirs* can play a big part in system adoption.
I have a requirement to load default quick filter when user opens the record. Currently whenever user changes the filter, the default filter is updated with the latest filter changes.
How can I load the default filter on opening/ adding a record ?
Hi there! We are developing an application and want to add a custom channel provider. We follow this guide, however, it does not cover how to bind custom channel provider with channel registration logic (I mean on ChatSettings page when we click on custom channel provider value on adding new channels) - is there any documentation on implementing it?
The logic here is simple: get current day and month and set it as process integer parameters, then use these integer parameters in the "Read data" filtration. Then we have the "It's holdiday!" conditional flow with the following condition:
