I want to export creatio contacts data on a daily basis to specific location

I am taking approach of using BPM tools to create a process where I can read the contact data, convert them all in uppercase and then export it to specific location. 

I don't know how to export data after converting them to uppercase

Hi All,

We are trying to insert data in a datetime field in contact table from database via API. But the time shown in Creatio is different from the database. For example - one record shows as 2024-01-15 16:54:48.000 in the database whereas in Creatio it shows as 1/15/2024 10:54 AM. We are in central timezone and user profile is set to central timezone. How can we correct this?

Thanks

Hello Community,

I added an expanse list like below:

I find the Apply column quite wide, and I want to narrow it down, but I can’t do it through the interface (perhaps the width has hit the minimum column width). I have also gone into the source and adjusted the parameters, but it still has no effect. Anyone with experience, please help me. Thanks very much

Hello community

I would like to monitor the progress of the "Generate all schema" request,

While for the "compile all" request I can monitor the progress by checking the build.log file in c:\windows\temp, the "generate all schemas" does not loggine anything.

Do you have suggestions?

Hi, I've searched and found this post - https://community.creatio.com/questions/how-can-i-manage-my-sale-teams-kpi-creatio-sale which was in March 2022, over 2 years ago "As for target KPI, at the moment there is no corresponding functionality to setup constant numbers in Dashboard section. Our R&D team works on implementing such tool in future releases."

Is there any update on this? 

It would be very, very beneficial to be able to set a target/constant number to compare against for a variety of metrics. Such as Total Number of Calls / Target Number and I get a percentage or Total Number of Appointments / Target Number and get a percentage. 

I know that you can manually do this with a gauge but it doesn't provide a percentage and is very limited.

I’m currently working on establishing a two-way connection between two applications in Creatio for adding and modifying records.
 

1. One-Way Connection: I successfully created two business processes that allow for one-way synchronization of records.
2. Two-Way Connection Issue: However, when I attempt to set up the two-way synchronization, it leads to the creation of multiple records in an infinite loop instead of just one record being created or updated.

Could anyone provide guidance on how to avoid this infinite loop in a two-way connection? Any insights on best practices for implementing two-way synchronization in Creatio would also be greatly appreciated.
 

I can provide screenshots of my setup for further clarification if needed. I followed the same process for the one-way connection as shown in the attached business process screenshot.

Hi community,

I’m working on a custom web service in Creatio that connects to an external PostgreSQL database deployed on Neon. My goal is to query data from this external database, acting like a custom ORM. However, I’m running into an issue with using the Npgsql package inside Creatio’s source code.

I’ve added the necessary references, but I keep getting the following error:

The type or namespace name 'Npgsql' could not be found (are you missing a using directive or an assembly reference?)

I’ve already added the Npgsql.dll to the Terrasoft.web/bin folder and modified the web.config to include a binding redirect for Npgsql. After restarting the IIS server and flushing Redis, I now get a 'System.Data.Common' assembly error.

Here’s the code I’m using:

using Npgsql;
using System;
using System.ServiceModel;
using System.ServiceModel.Web;
using System.ServiceModel.Activation;
using System.Data;
using System.Collections.Generic;
using Terrasoft.Core;
using Terrasoft.Web.Common;
 
namespace Terrasoft.Configuration
{
    [ServiceContract]
    [AspNetCompatibilityRequirements(RequirementsMode = AspNetCompatibilityRequirementsMode.Required)]
    public class PostgresService : BaseService
    {
        private string connectionString;
 
        public PostgresService()
        {
            // PostgreSQL connection string
            connectionString = "Host=your_host;Port=5432;Database=your_database;Username=your_username;Password=your_password";
        }
 
        [OperationContract]
        [WebInvoke(Method = "GET", RequestFormat = WebMessageFormat.Json, ResponseFormat = WebMessageFormat.Json,
            BodyStyle = WebMessageBodyStyle.Wrapped, UriTemplate = "GetData")]
        public List<Dictionary<string, object>> GetData()
        {
            var result = new List<Dictionary<string, object>>();
            try
            {
                using (var connection = new NpgsqlConnection(connectionString))
                {
                    connection.Open();
                    string sql = "SELECT * FROM users LIMIT 100";
 
                    using (var cmd = new NpgsqlCommand(sql, connection))
                    using (var reader = cmd.ExecuteReader())
                    {
                        while (reader.Read())
                        {
                            var row = new Dictionary<string, object>();
                            for (int i = 0; i < reader.FieldCount; i++)
                            {
                                row.Add(reader.GetName(i), reader.GetValue(i));
                            }
                            result.Add(row);
                        }
                    }
                }
            }
            catch (Exception ex)
            {
                throw new Exception($"Error retrieving data: {ex.Message}");
            }
 
            return result;
        }
 
 
 
    }
}

Hi,

I've got two separate cases where a contact's phone number is displaying as [#PhoneNumber#]:


I've checked the Submitted Forms for both contacts and in each case a phone number was entered:



However, when I look at the Submitted form in table view, the phone number shows up as [#PhoneNumber#] again:


Do you know what might be causing this?

Thanks!

Hello,
I have a slightly urgent question on how to get Address from Account lookup
the code lookslike this
Terrasoft.sdk.Model.addBusinessRule("Activity", {

  name: "LatLongPreFilled",

  ruleType: Terrasoft.RuleTypes.Custom,

  triggeredByColumns: ["Usrcheck_in"],

  events: [

    Terrasoft.BusinessRuleEvents.ValueChanged,

    Terrasoft.BusinessRuleEvents.Save,

  ],

  executeFn: function (model, rule, column, customData, callbackConfig) {

    if (navigator.geolocation) {

      navigator.geolocation.getCurrentPosition(

        function (position) {

          model.set("Usrcheck_in_longitude", position.coords.longitude, true);

          model.set("Usrcheck_in_latitude", position.coords.latitude, true);

          var account = model.get("Account").get("Address");

          alert(account);

          Ext.callback(callbackConfig.success, callbackConfig.scope);

        },

        function (error) {

          alert("Geolocation failed: " + error.message);

          Ext.callback(callbackConfig.success, callbackConfig.scope);

        }

      );

    } else {

      alert("Geolocation is not supported by this browser.");

      Ext.callback(callbackConfig.success, callbackConfig.scope);

    }

  },

});

i use this: var account = model.get("Account").get("Address"); 
but when i test it, displayed on an alert it says "undefined", but this model.get("Account").get("Id"); or model.get("Account").get("Name"); works fine.
Can anyone help me out? 

Thank you.  

Hello community,

I've configured an entity with a column with default value from system settings.

When I install the package I received the error the system settings used for default does not exist.

What am I doing wrong?