In order to set default flags config { "operation": "merge", "name": "MobilePhone", "values": { "displayPhoneMask": true, /* set view mode with the flags */ "alwaysShowFlags": true, /*this block adds required configuration - you should place all parameters here*/ "countrySelectionConfig": { "nationalMode": false, "autoHideDialCode": false, "excludeCountries": ["ru", "by"], /*useful feature to set favourites countries - they will be placed at the top */ "preferredCountries": ["ua", "de", "uk", "pl", "md", "ro", "cz", "sk", "us"], "initialCountry":"ua" } } } BW, Oleksandr Lisovyi, MasterCRM
We have checked your request and unfortunately it is not possible to set a phone mask with a certain code by default at the moment, but I registered this idea for our developers so that they would consider the possibility of implementing such functionality in future releases.
This new dropdown list always defaulting to US is actually a decrease towards poorer UI experience vs blank field we used to have (more clicks, slowed down input)
Especially that you cannot type in the country code +41 and it "naturally" goes to the right country, you need to do a manual letter search each time.
On a positive note --> it makes sure everyone fills in the country codes now and the numbers show in the correct format of the country.
Yes, our clients are still asking how can we change the default country, does not make sense for all the international users to be stuck on USA as default. Any update ?
Do you know in wich table is the phone codes?, I want in the meantime delete all countries not needed to made easier found the country codes we usually need.
Or another way to disable/delete not needed phone codes?
Hi Luis, the only way I have found is to define, in the object to which the phone numbers belong, the default value with the prefix you need.
The problem, is that when saving the record, all phone numbers are saved with that prefix, whether the user has filled them a number or not.
Then if you decide to do something with the uncompleted numbers, with a process with a start signal regarding edited record or new record and if the phone numbers have not been filled decide what to do with them, keep as they are or reset to an empty phone number ...
In order to set default flags config { "operation": "merge", "name": "MobilePhone", "values": { "displayPhoneMask": true, /* set view mode with the flags */ "alwaysShowFlags": true, /*this block adds required configuration - you should place all parameters here*/ "countrySelectionConfig": { "nationalMode": false, "autoHideDialCode": false, "excludeCountries": ["ru", "by"], /*useful feature to set favourites countries - they will be placed at the top */ "preferredCountries": ["ua", "de", "uk", "pl", "md", "ro", "cz", "sk", "us"], "initialCountry":"ua" } } } BW, Oleksandr Lisovyi, MasterCRM
I am getting a HTTP 403 (Forbidden) error when I call the OData $batch request on my developer instance. It does not matter what requests I pass to it. It also occurs when I use the example $batch request provided by the Creatio postman environment.
Do developer instances support batch requests? Is there an option I can enable to allow batch requests?
The answer to the POST request to /AuthService.svc/Login will be a set of session cookies needed for further requests execution. One of those cookies (BPMSCRF cookie) values should be specified as a separate BPMCSRF header value for further POST\PUT\PATCH requests. So once you are authenticated via postman you need to copy the value of the received BPMCSRF cookie and set it as a header value for further requests in the following manner:
After that, you can try calling the OData endpoints via POST requests and they should succeed.
Thank you for contacting the Creatio technical support team. If you have any further questions, please send them as a reply to this email.
Thanks, but I've already read the documentation and was able to get other OData calls to work successfully. It is only the batch request is not working for me.
Typically, a HTTP 403 error means that a user is trying to access a page or API that they do not have permission for. Hence why I was asking whether there is some system configuration option I need to set. I am trying to access this as the Supervisor user on my development instance.
The answer to the POST request to /AuthService.svc/Login will be a set of session cookies needed for further requests execution. One of those cookies (BPMSCRF cookie) values should be specified as a separate BPMCSRF header value for further POST\PUT\PATCH requests. So once you are authenticated via postman you need to copy the value of the received BPMCSRF cookie and set it as a header value for further requests in the following manner:
After that, you can try calling the OData endpoints via POST requests and they should succeed.
Thank you for contacting the Creatio technical support team. If you have any further questions, please send them as a reply to this email.
Totally agree, like the way to be able to view numbers reduced as K or M, you know 300'000 as 300K , 300'000'000 as 300M etc... graphs often get overcrowded with numbers overlapping, still do not know why this has not been adressed, quite a standard in other solutions for more than a decade...
Please note that there is no possibility to do this in Freedom UI at the moment, but we have registered your idea for our R&D team and they will consider implementing such functionality in future releases.
This functionality is critical to making a lot of the reporting functionality within Creatio actually usable. Clients and potential clients like the appearance of what you can do in Creatio, but without the ability to actually perform calculations like getting percentages and the like, and without being able to show metrics in thousands, millions etc, the actual usability of it is pretty limited. Would strongly vote for this as well.
I have created a business process for the Lead. There is a stage named "Converted" to show that the Lead is converted to Opportunity.
But I have to check the Account of the Lead if the Account has the status: "Green" - a look-up field, the user could allow changing the Lead Stage to Converted. If the Account doesn't have the status, then the Lead is not allowed to change the Lead stage
I have a requirement to sort the lookup values where value is a text field which contains both letters and number. I wanted to sort it in asc for the numbers first.
There are no basic system tools to change the alphabetical filtration order. In order to implement custom filtration order additional development will be needed.
I'd suggest to check the below posts where similar business tasks have been already discussed:
Does not work since the introduction of desktops in the new shell, when someone logons on to Creatio, he's brought on the desktop vs the homepage of his workplace. This was already set up as is beforehand.
And not only are my users on desktop, they are also on "all apps", which is not what they want.
Thanks for the saving on the last active workplace :) , was this mentioned in the 8.0.7 release notes ?
"However, the page displayed will be the desktop page."
Any way to counter this ? We had already made the effort to create custom homepages for the different teams. The new extra desktop pages, which I see could be useful in some cases, are not useful for us at all today. Anyway to deactivate or bypass ?
It depends on where exactly you need to read this data. If you need to read it from external API call then you need to use then for example you can use the following link and perform GET request to it:
CreatioApplicationName should be replaced with your application name;
149d2eaf-cbd2-49fa-b565-637748ff823c should be replaced with the UId of the object where the file is stored (for accounts it's AccountFile and UId for it is 149d2eaf-cbd2-49fa-b565-637748ff823c):
c628b09b-05db-4ce5-968b-d38f5833978b should be replaced with an actual Id of the record inside AccountFile table (in your case - the object where the file is stored).
As a result you will get the file content:
If you need to do it in the business process then you need to take a look at the "Process file" process element which allows working with files. Or you can take a look at the file API that allows files processing though the server logic inside Creatio app.
Unfortunately, using another column as a primary key for your table is not supported by Creatio, and you are unable to insert other Ids into your primary column either.
This logic is a fundamental part of how the system queues its data and it cannot be easily changed.
