I have need for a client to build a way to upload a file to Sharepoint from Creatio. I found a potential method using Python but I am unclear on if I can execute the code with Creatio.
Is this something that can be done? I haven't been able to find confirmation either way in the documentation.
Since Creatio's server-side code is all C#, It would be a better route to use C#. There's likely far more examples online of using C# with Sharepoint - plus Microsoft has a C# client library to use for doing this sort of thing which makes the job easier.
Are you trying to upload a file to an object using the API With Python? I c created a Python script the downloads a Printable, sends it to a Mail Service that prints and mails it. Once it is delivered, it grabs the Signature file and Uploads it to the object using the API. Python is run on a local server not in Creatio.
I would like to know if it is possible and how in Freedom UI
1. Filter lookup-fields in editable detail (we have set filters for Modal page of the detail, but in editable detail they don't work)
2. Hide adding new values in lookup in editable detail (it is easy to do for the single field on the page, but cannot find this for field of detail)
3. Make field required (or filtered) based on condition (on other fields in the record. For example, if you select 'Other' in one field, Notes is required)
Unfortunately, there is no opportunity as of now to filter lookup-fields in editable detail. We've registered it in our R&D team backlog for consideration and implementation in future application releases.
Regarding your second question, could you please provide a screenshot for a better understanding of the issue?
Regarding the third question, unfortunately, there is also no possibility to set up. We've registered it in our R&D team backlog for consideration and implementation in future application releases.
I would like to second Vladimirs first request. Please bring filtering to editable details lookups again. Makes no sense to remove such a useful feature from the classic UI, and our team needs this feature for a current clients project.
Please bring it up with the R&D team as soon as possible and let us know. Is there any reason it was removed? Is there any way to achieve the same result in other ways?
У мене є невеличке недорозуміння пов'язане з обніном інофрмації самого creatio і сторонніми сервісами. Наразі мені потрібно зробити вивантаження даних про лідів та партнерів в іншу бд, для цього я вирішив використати odata. Зараз я тестую запити через postman і виникає питання, яким методом відбувається авторизація через постмен оскільки при тестуванні самої url адреси в браузері мені надається інформація і помилок не виникає, а коли в postman ввести той самий url скидається типу розмітки, як я розумію на логінацію. Підскажіть можливо вже існуючі сервіси або якісь методи якими можна передати на сторонній сервіс інформацію з creatio, а також на рахунок методів авторизації які є доступними, і якщо там використовуються токени - то де саме їх можна отримати
Dear All . In new instalation on server Windows 2022 Creatio version 8.08 I cant login on cratio . On login page doesnt hapen any . In browser console I saw error "Error while sending request
Unfortunately, 1 month is the maximum period that can be selected. Selecting a longer period affects mailbox synchronization performance, which is why we do not have such an option for synchronization.
Also, according to our usage statistics, old emails (more than 1-month-old) mostly have no business value, so we don't sync them.
As a workaround, you can either re-forward them to the mailbox and synchronize your mailbox or create an excel file and import the related data to emails using file import.
However, we have already registered the idea for our R&D team to review this logic in future releases.
We are using the Creatio calendar sync, but we are not getting notifications for meetings created more than 1 month in the future. Can you please increase the amount of time that the calendar syncs to the future?
Unfortunately, you can select no more than 1 month of synchronization, and it is not possible to increase this period. At the moment, we also have no workarounds to increase the given limit.
However, a task has already been registered in our R&D team to consider and implement such a feature in future releases.
we are a new startup company and landed with a project for ITSM and would require some help related to scope of work template that can facilitate the user story, use cases, list of features and functionalities that we need to submit to the end client in order to kick off the project.
Currently, when we send outgoing emails from Creatio, they are marked as "not processed" in the CTI panel. This means that agents have to manually click on each outgoing email in the CTI panel and mark it as "processed." This manual step can be time-consuming.
Question:
Is there a way we can configure Creatio to automatically mark outgoing emails as "processed" when they are sent?
If such automation is possible, could you please provide guidance on which object reference needs to be considered for the CTI panel? Any insights or best practices in implementing this change would be helpful.
Such a task can be accomplished by creating a simple business process.
Information about whether an email has been processed or not is stored in the EmailMessageData table in the IsNeedProceed column.
For each email created in the system and stored in the Activity table, we also record information about that email in the related EmailMessageData table.
This table is used to display records in the CTI panel.
Therefore, you need to create a process that triggers whenever a new record is added to the EmailMessageData table, where the Role field is 'From' (indicating sent emails), and where the SyncSessionId is not filled in (this column stores the ID of the session that performed synchronization, indicating that the email was sent directly from the email service and not from Creatio). If you want all emails to have the Proceed value, regardless of where they were sent from, you can skip this filtering step.
Afterwards, you should update the IsNeedProceed column to false for this record in the EmailMessageData table.
I hope this answers your questions. Thank you for reaching out!
Hello, I'm having a problem tagging records, Creatio support indicates it it produced by OmniChatGPTConnector.
Please see the Support indications
Hello Julio,
Our investigation has revealed that the root cause of the problem lies in the modification of the style for the "ts-modalbox" element within the "OmniChatGPTPanelCSS" scheme of the "OmniChatGPTConnector" package. The alteration of this style is causing the tag window to open is not full.
Our recommendation is to removethis modified style, as it appears to be causing the issue. However, we understand that this modification may have been made for specific purposes that we might not be aware of. With that in mind, we strongly advise you to reach out to the developers responsible forthis customization.
They can provide insights into the purpose of the style modification and determine how to address the issue holistically.
Additionally, we have passed the information to your manager by adding her to the thread.
https://prnt.sc/9xHZAgGp1NBO
As this is an addon developed by third-party developers, we recommend that you contact them directly at support@creomate.com for further assistance with this matter.
