Question

we use 0auth (identity server) to generate token and use that token to access custom apis

it was work fine but now it give 403 status code

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Hello,
 

Unfortunately, without analyzing the issue on our end and without access to your site or Postman collection, we cannot definitively determine why you are encountering a 403 error.


Our general recommendation is to verify the accuracy of your request and connection settings according to our documentation:


https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/integrations-and-api/authentication/oauth-2-0-authorization/identity-service-overview

https://documenter.getpostman.com/view/10204500/SztHX5Qb?version=latest…
 

If the error persists and the documentation does not resolve the issue, please create a support request at support@creatio.com. Provide your Postman collection, and we will review and assist you from our side.


Thank you, and have a great day!


Best regards,  
Orkhan

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Hi, 

In classic UI, when we integrated with forms, we had to add hardcode on a webpage, but then you could configure in nocode in Creatio some hidden fields with prefilled values. That was very handy.

I have found similar things set up in Creatio in Freedom UI with the Facebook forms.

But this is where it gets confusing:This "Facebook only" section is based on Landing Page object which gives us the possibility of having pages that would regroup forms submitted (rather than a full list of all forms) and gives possibilities, in nocode, to decide if you want to create a lead when you create a contact and add hidden field values. But only Facebook Forms is built on this object, rather than having any form AND facebook forms. 

It's like there is what is needed in Creatio to handle normal forms or LinkedIn Forms with hidden fields in nocode, but that was only set up a couple months ago for Facebook Forms. 

Is it planned to evolve the use of Landing Page object ? Or do we need to do some adaptations ourselves ?

This is actually extremely important to provide Marketing users more autonomy, than having to depend on the IT team to work with field IDs.. etc....

Thanks, 

Damien

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Hi!

Currently, only Facebook forms have been adapted for Freedom UI. You can also add the old section with ALL forms to Classic UI and use it, it still works.
 

For now, we do not plan to evolve the use of Landing Page object. 

As you know, landing pages are a great way to capture leads and generate interest in your products or services. However, they can be limited in terms of the data they can collect and how they can be integrated with other systems. 

Webhooks, on the other hand, are a more powerful and flexible way to collect data from your landing pages. They allow you to send real-time data to your Creatio CRM system, which can then be used to trigger automated workflows, update customer records, and generate reports. 

Here are just a few of the benefits of switching to webhooks: 

1. More automated workflows: Webhooks can be used to trigger automated workflows in your Creatio CRM system, such as creating new records of any type. 
2. Better integrations: Webhooks can be integrated with a variety of other systems, such as marketing automation platforms and customer support software. 
3. Enhanced error handling: Webhooks provide robust error handling capabilities, ensuring that data is delivered successfully even in the event of unexpected issues. This minimizes data loss and ensures that your Creatio CRM system remains up-to-date with accurate information. 

If you're looking for a more efficient and effective way to collect data from your landing pages, I highly recommend switching to webhooks. 

To help you get started, I've included a link to our webhook setup guide below: https://academy.creatio.com/docs/8.x/no-code-customization/base-integrations/webhook-service-integration/overview

Best regards, 
Anton
 

Anton Starikov,


Hi Anton, 

Thank you for your detailed answer :). 

However, it seems you do not have understood my question.

I have switched already webhooks. It does indeed possibilities. But, on a business marketing user side, the use of webhooks is really incomplete today in Creatio, there's loads to build, for things that honestly could easily be there OOTB...

For example, everytime we have a new form we want to integrate with (Landingi, Wordpress, etc...) for which we have fields we need to map in Creatio with specific values (drop downs and all), we need to work with IDs... it's not a natural nocode work like it used to be. 

Also, when sychronising the webhooks in Creatio, using the FormSubmit object for example, we only have a list of Formsubmits section rather than a structured way to put them all together under one name, like the "Facebook form" section offers... This is quite inconvenient way to work.

Also, the documentation and examples on how to use webhooks is really scarce in the academy, and mainly limited to using FormSubmit. Which has unforeseen limitations, such as creating a contact record not using all the contact fields available (Eg: https://community.creatio.com/questions/contact-data-submitted-form ). 

On theory, it is great that possibility of using Webhooks is provided. 

In practice, the use of them is not polished and could be greatly improved both on the admin and on the non-admin user side of things.

Damien

 



 

I do love using webhooks for landing pages, much more flexible for the most part. However, one thing I miss is the ability to set defaults. For the older landing pages, you had a record defined for each form, and then could define default values for a specific form inside of Creatio. You could change those defaults in Creatio without needing to modify the HTML for the form on the website. That was great and is a missing part of using webhooks. 

I would love to see the following changes for webhooks. 

  1. Ability to create a specific webhook for a specific purpose (it could be named in a way that defines it's purpose)
  2. Records could be tied back to the webhook it came in through, so you know it came from webhook "ABC" in the same way you knew a record came from Landing Page ABC. This is really more of a way to identify the form (in the same way you could identify a record came from a landing page) - this one might not really be doable since not every usage of webhooks is a "form", but maybe that could be a simple option on the webhook to add an entry to some table that can generically link to any object type?
  3. Defaults could then be added on a webhook-by-webhook basis so any record that came in via a specific webhook would have those default values added

Sure, you can do all of this with webhooks now by including extra data or maybe an extra process to add some of the default values based on data that identifies where it came from, which would exist as hidden values in the HTML of the form. But that means possibly changing the HTML if the defaults ever need to change and it was so easy to manage the defaults for landing pages before - it would be great to have for webhooks. Plus, it's up to you to include some way to identify that a record came from a specific webhook (really meaning from a specific form)

Ryan

Ryan Farley,


thanks, exactly what I was trying to say for the setting defaults part, but in much better writing 😅

There is a section with defaults used at the moment in Freedom UI, the Facebook form section. If you create  a form their with defaults, and you add that form ID in your webhook (field that already exists by the way...), there should be an easy and OOTB way to add those defaults. Which as such is not a new feature, just bringing back classic UI landing page integration feature of defaults... 

We would have then the best of both worlds 🙂

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Hello all,

 

I have a client that is trying to add the communication options detail to the Portal user's Profile page in Freedom UI. However, it seems the User profile is no longer visibly connected to the User's contact record. How can we add the detail?

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Hello,

 

Could you please describe the end result that you would like to obtain and the exact steps that you are making?

 

Thank you!

Hanna Skalko,

I would like to add communication options to the user profile page as it could be in the Classic UI. (See below)Image of a Creatio Portal UI page that shows the user's name, address and communication options.

 

I would like to do the same in Freedom UI. However, when I open the Freedom UI user profile page, I haven't been able to find the connection the user's contact in order to add the same details to the page.

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Hello

 

I've created a landing page record in Creatio for collection contact data, which creates Contacts, not Leads. It works fine, but I would like to extend the list of the fields which are involved in Contact creation.

 

I mean that data from all neccessary fields from my webform is transfered in new Submitted form record. But for the Contact record the only fields FullName, Phone and Email are used by default. If I try to add more fields (jobtitle, for example), their value are not transfered to Contact record despite of configured mapping on the webform side.

 

I've checked the BP "Searching and creating contact" and found that it can read only few contact fields from web service data (from web to object mechanism). So, my question is how can one extend the list of the Contact fields obtained from web to object mechanism? Or is there another way for solving my task?

 

Thank you!

 

 

 

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Hi, 

Good question indeed, was wondering recently how to increase that. Documentation is scarce on how to configure webhooks further than FormSubmit and OOTB behaviour.

Damien

I guess there might be another way: to build custom business process that will start on creating of new Submitted form record and will map and transer data from form record to corresponding contact record. But I'm not sure. 

There is an out of the box process that does this that you could extend. It's called "Populating Contact with Submitted form's data". It's a pretty simple process and would be easy to include additional fields. 

If you didn't want to create a new version of that process, you could also just create a new process that had a start signal of Submitted form added and contact is filled in or Submitted form modified in contact field (and it's filled in) and then copy over the remaining values.

Ryan

Ryan Farley,

Thanks a lot, will go to try

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Hello support

I'm trying to add the Account.Notes field to the account freedom edit page, but this field is missing in the list fields of designer.

 

How can do it?

thank you!

Stefano

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Hi, I solved!

Stefano Bassoli,
 

Great to know ! Found it by chance or there's an official documentation about it ?

Damien

Damien Collot,

chance!

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I am loading data into a table and I need to execute a business that works and updates it in another table. The processes run and finish as they should and everything about them is correct when they finish as they should. But they are not entering my correct table and the name of process log this process of another process. Is this a bug? Why is it like this ?

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Hello!
 

Unfortunately, we are unable to provide a precise answer to your question and pinpoint the exact error and how to resolve it to ensure that your business process runs accurately and correctly. 
This is because we need to review the business process and understand the underlying logic to give you appropriate recommendations.


To accurately identify and help you with this issue, please email us at support@creatio.com and describe your problem in detail.


Have a great day!


Best regards,
Orkhan

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Can you tell me how to make Localization for Arabic for my site and make right side menu

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Hello,

 

You can find the instructions on this in the Academy article below:

https://academy.creatio.com/docs/8.x/no-code-customization/customization-tools/custom-localization/manage-ui-languages

 

However, please note that if your site is located in our Cloud, you need to contact the support team directly at support@creatio.com so we could properly install the needed localization to your site from our end.

 

The view of the environment is automatically mirrored in the Arabic localization.

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Hello.

I have a web services API that requires an Id and an hmac generated with the request parameters and an API Key to be placed in its authorization header.

Is there a way to obtain the call body to perform the HMAC?

In postman I have been able to make the call successfully with a pre-request which is the following:

 

const apiKey = pm.collectionVariables.get("apiKey");;
const webId = pm.collectionVariables.get("webId");
const crypto = require('crypto-js');
 
if(pm.request.method === 'POST') {
 
    const parsedBody = JSON.parse(pm.request.body.raw);
    const jsonParams = JSON.stringify(parsedBody);
 
    // Create HMAC
 
    const hmac = crypto.HmacSHA256(jsonParams, apiKey);
    const hmacb64 = crypto.enc.Base64.stringify(hmac);
 
    // Set computed HMAC as an environment variable (or you could add it directly to the headers)
    pm.environment.set('hmacb64', hmacb64);
 
    // Construct the Authorization header
    const authorizationHeader = "signmage " + webId + ":" + hmacb64;
    pm.environment.set('Authorization', authorizationHeader);
} else if(pm.request.method === 'GET') {
 
    const url = pm.request.url.getPathWithQuery();
 
    const hmac = crypto.HmacSHA256(url, apiKey);
    const hmacb64 = crypto.enc.Base64.stringify(hmac);
 
    // Set computed HMAC as an environment variable (or you could add it directly to the headers)
    pm.environment.set('hmacb64', hmacb64);
 
    // Construct the Authorization header
    const authorizationHeader = "signmage " + webId + ":" + hmacb64;
    pm.environment.set('Authorization', authorizationHeader);
}

 


But in Creatio I'm a little lost if it's possible to do something similar.

I would appreciate it if you could help me know if this is possible. Thank you.

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Hello Laura,

Thank you for your question.

I have contacted our R&D team regarding when this functionality will be implemented in our system. The HMAC-SHA256 signature is planned to be implemented with the 8.3 release. Currently, there is no built-in API to use HMAC.

Hope this helps.

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Question

Hi Community. 
I have this piece of code: 

segmentationBatch is List 

but postgres throws an error that it can't compare uuid with uuid[] - which is understandable, but how do I pass a list of Id's into the update? 

Has anyone came accross this issue? 

 

P.S. I need it that way because it's a batch of records that I need to update and I need to keep those Id's for the following logic so I cannot rebuild the filtering criteria here.

var update = new Update(UserConnection, EntitySchemaName)
                .Set("UsrProfitCenter", Column.Parameter(segmentation.ProfitCenter))
                .Where("Id").In(Column.Parameter(segmentationBatch)) as Update;
            return update.Execute();
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Upd: 
Figured it out myself

 

 .Where("Id").In(Column.Parameters(segmentationBatch))
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When we set up a filter on the List page of the web interface, it works on the web interface but not on the mobile interface.

Filtering is not working in the Creatio Mobile (Freedom UI)

Could  you please let us know, how can we setup filter in mobile.

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Hello,
 

Unfortunately, the quick filtering options on mobile are currently only available in the Classic UI. We recognize the importance of this feature and are actively working on implementing it in Freedom UI.

Dymytriy Vykhodets,

 

Thank you for your clarification. 

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