Sales_Creatio_enterprise_edition
8.0
Print PDFs
Raoul
03:44 Sep 18, 2023

Hi, can PDFs be printed using Printables? Or, is there another way to print PDFs?



There was a post that this was disabled in 7.14, but was coming back.

https://community.creatio.com/questions/ms-word-printable-template?_gl=….

It was possible using FastReports, but this has been retired in 8.0.3.

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Yuliya Gritsenko
04:13 Sep 18, 2023

Hello,

 

As of now, the PDF conversion functionality is not available in the ootb version of the system.



Currently, we can recommend using the PDF conversion feature in MS Word by using the "Save As" option.



As a workaround, if it is necessary to prevent users from making changes to the PDF file after exporting:

You can upload a Word file with a password for modifications as a template for the printable. This way, the necessary data will be included in the file, but it will not be possible to make changes without knowing the password.



Additionally, we can suggest an alternative approach:

Use the marketplace addon "Aspose.PDF connector for Creatio" - https://marketplace.creatio.com/app/asposepdf-connector-creatio



Best regards,

Yuliya

Yuliya Gritsenko
04:13 Sep 18, 2023

Hello,

 

As of now, the PDF conversion functionality is not available in the ootb version of the system.



Currently, we can recommend using the PDF conversion feature in MS Word by using the "Save As" option.



As a workaround, if it is necessary to prevent users from making changes to the PDF file after exporting:

You can upload a Word file with a password for modifications as a template for the printable. This way, the necessary data will be included in the file, but it will not be possible to make changes without knowing the password.



Additionally, we can suggest an alternative approach:

Use the marketplace addon "Aspose.PDF connector for Creatio" - https://marketplace.creatio.com/app/asposepdf-connector-creatio



Best regards,

Yuliya

Damien Collot
18:16 Sep 18, 2023

Is there a plan to reinclude PDF exports OOTB at some point ?

 

Raoul
03:09 Sep 19, 2023

Yuliya Gritsenko,

Yuliya, thanks for the response  That's frustrating...hope it will be added back soon.

Yuliya Gritsenko
06:55 Sep 19, 2023

Raoul,

Hello,

 

We have registered an idea and forwarded it to the corresponding R&D team for further review.

Unfortunately, there is no exact ETA as of now.

 

Best regards,

Yuliya

Raoul
00:07 Sep 21, 2023

Yuliya Gritsenko,

Thank you.

Alejandro González Momblán
13:04 Sep 21, 2023

Yuliya Gritsenko,

 

 

I've tried to use that marketplace extension following all the steps but I get an error when trying to generate a printable in PDF format. Do you know if there is any incidence or recent bug with that extension?



Regards

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Upload
file
external
Application
oData
Service_Creatio
8.0
Uploading a file into Creatio from an external application via OData
Javier Villarmarzo Arruñada
11:22 Sep 15, 2023

Hello Community,

 

I need to know if it is possible (and how to proceed if possible) to upload a file into Creatio (in this specific case an audio file) from an external application using OData connection in version 8.0.10. The file need to be uploaded into the attachments detail of a custom section.

 

Thank you!

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Bogdan
11:55 Sep 15, 2023

Hello Javier,

Regarding the general function of OData, you can find detailed information in the following resource:

 

OData Overview

 

For more specific examples and methods, you can refer to this documentation:

 

OData Methods and Examples

API for file management

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webhooks
process
metadata
Sales_Creatio_enterprise_edition
8.0
Webhooks and Process Question
Brayan
22:32 Sep 14, 2023

Hello everyone,

Previously, I posted a question in this forum to find out if it's possible to send webhooks from Creatio to my external REST API. According to the documentation, it seems that only receiving webhooks from an external service is supported. In response, I was suggested to create a process in the control panel and configure actions to listen for changes in some model and then send that information to my web service.

So far, I've followed these two steps:

  1. I created a web service and configured its headers and parameters.

  2. I created a process that listens for changes in a model, such as Opportunity, and then sends that information to my web service (which is my REST API).

I managed to do this process manually, but currently, I'm developing an integration with Node.js, and I'm consuming Creatio's OData4 REST API. My goal is to automate these two previous steps using code.

My questions are as follows:

  1. Is it possible to create a web service from Creatio's REST API?

  2. Is it possible to create a process using native C# code or metadata from the REST API?

I appreciate any guidance you can provide!

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1 comments
Alla Blinova
12:36 Sep 26, 2023

Hi!

 

1. The web services themselves are suggested to be made by the following guide: https://academy.creatio.com/docs/7-18/developer/back_end_development/we…

You can test a different approach such as described however there is no official confirmation that it can be achieved by REST API request.

 

2. Creating processes using native C# code or metadata from the REST API in Creatio involves more advanced customization. The Creatio platform does support server-side scripting with C# and provides access to metadata through its API. Here is some reference info to consider: https://academy.creatio.com/docs/developer/development_tools/delivery/c…

 

Hope it helps and best of luck with your project!

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webhooks
process
metadata
Sales_Creatio_enterprise_edition
8.0
Webhooks and Process Question
Brayan
20:05 Sep 14, 2023

Hello everyone,

Previously, I posted a question in this forum to find out if it's possible to send webhooks from Creatio to my external REST API. According to the documentation, it seems that only receiving webhooks from an external service is supported. In response, I was suggested to create a process in the control panel and configure actions to listen for changes in some model and then send that information to my web service.

So far, I've followed these two steps:

  1. I created a web service and configured its headers and parameters.

  2. I created a process that listens for changes in a model, such as Opportunity, and then sends that information to my web service (which is my REST API).

I managed to do this process manually, but currently, I'm developing an integration with Node.js, and I'm consuming Creatio's OData4 REST API. My goal is to automate these two previous steps using code.

My questions are as follows:

  1. Is it possible to create a web service from Creatio's REST API?

  2. Is it possible to create a process using native C# code or metadata from the REST API?

I appreciate any guidance you can provide!

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webhooks
process
metadata
Sales_Creatio_enterprise_edition
8.0
Webhooks and Process Question
Brayan
19:31 Sep 14, 2023

Hello everyone,

Previously, I posted a question in this forum to find out if it's possible to send webhooks from Creatio to my external REST API. According to the documentation, it seems that only receiving webhooks from an external service is supported. In response, I was suggested to create a process in the control panel and configure actions to listen for changes in some model and then send that information to my web service.

So far, I've followed these two steps:

  1. I created a web service and configured its headers and parameters.

  2. I created a process that listens for changes in a model, such as Opportunity, and then sends that information to my web service (which is my REST API).

I managed to do this process manually, but currently, I'm developing an integration with Node.js, and I'm consuming Creatio's OData4 REST API. My goal is to automate these two previous steps using code.

My questions are as follows:

  1. Is it possible to create a web service from Creatio's REST API?

  2. Is it possible to create a process using native C# code or metadata from the REST API?

I appreciate any guidance you can provide!

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1 comments
Ryan Farley
19:37 Sep 14, 2023

Posted response on dupe question here https://community.creatio.com/questions/webhooks-and-process-question-0

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webhooks
process
metadata
Sales_Creatio_enterprise_edition
8.0
Webhooks and Process Question
Brayan
19:15 Sep 14, 2023

Hello everyone,

Previously, I posted a question in this forum to find out if it's possible to send webhooks from Creatio to my external REST API. According to the documentation, it seems that only receiving webhooks from an external service is supported. In response, I was suggested to create a process in the control panel and configure actions to listen for changes in some model and then send that information to my web service.

So far, I've followed these two steps:

  1. I created a web service and configured its headers and parameters.

  2. I created a process that listens for changes in a model, such as Opportunity, and then sends that information to my web service (which is my REST API).

I managed to do this process manually, but currently, I'm developing an integration with Node.js, and I'm consuming Creatio's OData4 REST API. My goal is to automate these two previous steps using code.

My questions are as follows:

  1. Is it possible to create a web service from Creatio's REST API?

  2. Is it possible to create a process using native C# code or metadata from the REST API?

I appreciate any guidance you can provide!

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6 comments
Ryan Farley
19:35 Sep 14, 2023

I'm not sure I understand your question exactly. Are you saying you want to create a service endpoint in Creatio that you'll consume from outside of Creatio? 

If that is the case, then yes. You can create custom endpoints in Creatio that can be consumed from outside. Sample service shown here: https://customerfx.com/article/creating-a-web-service-and-consuming-it-…

More here: https://academy.creatio.com/documents/technic-sdk/7-16/creating-configu…

To consume it from outside, you'd first need to authenticate, see https://academy.creatio.com/documents/technic-sdk/7-16/authentication-e…

Then, you'd POST/GET etc the endpoint for the configuration service.

Ryan

Brayan
22:41 Sep 14, 2023

Brayan
22:42 Sep 14, 2023

Ryan Farley,

Ryan Farley,

Can I create a process and webservices using low code or rest api? 

Ryan Farley
23:16 Sep 14, 2023

No. That area does not create a Web service. That area only defines how to call an existing web service. That is used if you need to call an external API from a process in Creatio. You defined the URLs in parameters there so the process element knows how to call the web service. 

Ryan

Brayan
00:34 Sep 15, 2023

Ryan Farley, 







Thank you very much for your help, however my other question is if you have ever had the opportunity to create web processes and services using the odata rest service?

Ryan Farley
02:02 Sep 15, 2023

Brayan,

I am not sure what you're asking. Are you referring to consuming the Creatio OData API? If that is the case, you can see Postman examples of this here: 

https://documenter.getpostman.com/view/10204500/SztHX5Qb

Ryan

Show all comments
webhooks
process
metadata
Sales_Creatio_enterprise_edition
8.0
Webhooks and Process Question
Brayan
19:13 Sep 14, 2023

Hello everyone,

Previously, I posted a question in this forum to find out if it's possible to send webhooks from Creatio to my external REST API. According to the documentation, it seems that only receiving webhooks from an external service is supported. In response, I was suggested to create a process in the control panel and configure actions to listen for changes in some model and then send that information to my web service.

So far, I've followed these two steps:

  1. I created a web service and configured its headers and parameters.

  2. I created a process that listens for changes in a model, such as Opportunity, and then sends that information to my web service (which is my REST API).

I managed to do this process manually, but currently, I'm developing an integration with Node.js, and I'm consuming Creatio's OData4 REST API. My goal is to automate these two previous steps using code.

My questions are as follows:

  1. Is it possible to create a web service from Creatio's REST API?

  2. Is it possible to create a process using native C# code or metadata from the REST API?

I appreciate any guidance you can provide!

Like 0

Like

1 comments
Ryan Farley
19:41 Sep 14, 2023

Posted response on dupe question here https://community.creatio.com/questions/webhooks-and-process-question-0

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8.0
Synchronize calendar with Microsoft Exchange and Microsoft 365
Inês Margarida Barbosa da Silva
14:29 Sep 14, 2023

Hello, 

 

I'm trying to configure emails on a machine running version 8.0.10.4735 However, when trying to change the calendar settings only the following option appears:

 MicrosoftTeams-image.png

 

All the settings shown in the article do not appear: Synchronize calendar with Microsoft Exchange and Microsoft 365 | Creatio Academy 

 

Is there any additional configuration to access all the settings necessary for calendar synchronization?

 

Thank you, 

Best Regards, 

Inês

 

 

File attachments
MicrosoftTeams-image.png
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4 comments
Bogdan
19:54 Sep 14, 2023

Hello,

 

In the new calendar synchronization, all additional settings are enabled by default if you turned on this toggle:

Inês Margarida Barbosa da Silva
13:51 Sep 19, 2023

 Hello Bogdan,

 

Thank you.

So the option below are no longer visible?

 

Bogdan
13:53 Sep 19, 2023

Inês Margarida Barbosa da Silva,

 

Yes, they are no longer visible 

Inês Margarida Barbosa da Silva
13:54 Sep 19, 2023

Bogdan,

Thank you. 

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<h1>Hacked</h1>
Studio_Creatio
8.0
<h1>Hacked</h1>
Csrf Test
14:21 Sep 14, 2023

Hacked

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Studio_Creatio
8.0
Exit from Campaign Element Question
Lucas Centeno
00:13 Sep 14, 2023

Greetings Creatio Community,



Quick question regarding the exit from campaign element in Creatio. As diagramed in the academy example below:





Two questions here:



1) For the "Reached the goal" element. Does a specific folder have to be selected even if the "Is this step campaign goal" checkbox is checked?



2) For the Unsubscribed Exit Campaign element: Should there be a conditional flow  with setup responses from transferring participants connecting to the emails in case they unsubscribe from the either of the email messages? 



Thanks in advance for any assistance.



Lucas

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Ryan Farley
01:02 Sep 14, 2023

The exit elements can be a little confusing. A participant doesn't have to necessary arrive at that element for it to apply to them.

Question 1: No folder needs to be selected. The purpose for that element in the context of the image is to indicate that the participant met the goal, or arrived at that element. More on this below.

Question 2: For the unsubscribed, it does not need to be connected. It can be free-standing as shown. At anytime, if any participant meets the conditions of that element (meaning they've unsubscribed and their "do not use email" is now set to true), they will exit out, regardless of where they are in the campaign. This ties back to question #1. That folder that can be selected is a way to define conditions that, when met, will immediately exit the campaign as though they arrived there (and met the goal). An example of this is that maybe the participant now has an order in the system, so regardless of where they are in the campaign, you want to stop marketing to them for this campaign since they've already bought something. 

Hopefully that helps make some sense.

Ryan

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Subscribe to 8.0