Unfortunately, at the moment there is no custom option to call this page in the custom functionality.
We have a task in the backlog to implement this feature in future versions of the application. We have raised the priority of the task taking into account your user experience.
This would be very useful for us too - selecting columns in the UI could be very helpful for creating marketplace tools to be used by others for no code configuration of things like import/export/integration tools.
Is there Steps how to Configure emails like xyz@outlook.com. This email is personal email and does not belong to any organization but want to connect it in Creatio. I did revied the guides but there is nothing related this "@outlook.com". i have already Create the app pasword but still not Configuring. Please find attach some of the Screenshots.
The error "Could not establish connection. Receiving end does not exist" in Creatio typically indicates a communication issue between the client application (browser) and the Creatio server or between the different modules in the system. This can happen for several reasons:
1. Browser Extension Conflict, try to open it by another browser in incognito mode. 2. Incorrect Configuration, if this issue occurs after the update please check if your web.config is set correctly. Because during the update it would be overided.
If this recommendation would not help please share with us more information through: support@creatio.com
First, you're sure you're using the correct password for Supervisor? If you need to reset the password for Supervisor, you can use the following SQL which will reset it back to "Supervisor" (upper case S)
update "SysAdminUnit" set "UserPassword"='JSDCg18tavKu1PPRqdP6t.AgqDORMm2cT7oDjw66hML64avIF/Qa2'
where "Name"='Supervisor'
First, you're sure you're using the correct password for Supervisor? If you need to reset the password for Supervisor, you can use the following SQL which will reset it back to "Supervisor" (upper case S)
update "SysAdminUnit" set "UserPassword"='JSDCg18tavKu1PPRqdP6t.AgqDORMm2cT7oDjw66hML64avIF/Qa2'
where "Name"='Supervisor'
We have just received question from client if they can create email template in Creatio for Marketing purposes and if they can lock/secure the content of the email with password or design it in the way that it can't be forwarded.
They are interested in simple solution. Thank you in advance.
Unfortunately, no OOTB functionality allows locking or securing the content of an email. However, we suggest the following alternatives that could address your requirements:
Dynamic Content Rules: You can configure dynamic content rules within Email Designer. These rules allow you to define conditions for displaying specific blocks of content to different recipient segments. While this does not directly secure the content, it provides controlled visibility based on set criteria.
Link with Validation: Another option is to send a link within the email that redirects recipients to a secure content page. You can add a password validation mechanism on that page to restrict access to the content.
Additionally, we have created a task for our R&D team to evaluate this functionality and consider adding a feature for securing email content in future releases. Your request to prioritize this task has been linked to this task.
I want to add a button to a detail page with a Data Import action, using the crt.ImportDataRequest action. I need to specify a default value (the id of the current detail) to a field. Can I do that? Does anybody knows the entire list of parameters for this action?
Currently, the system is designed in a way that it is not possible to pass custom parameters into the params object of the crt.ImportDataRequest request. But we've created a request for our R&D team to make it possible to do and implement it in one of the next application releases. Thank you for this idea and for helping us in making the app better!
Currently, the system is designed in a way that it is not possible to pass custom parameters into the params object of the crt.ImportDataRequest request. But we've created a request for our R&D team to make it possible to do and implement it in one of the next application releases. Thank you for this idea and for helping us in making the app better!
I fully support Ignacio's request as the import feature really needs some love.
Common requests include importing the same value in multiple columns, transforming values with regular expressions, importing data into various fields in related tables, importing from sources like FTP, cloud storage, and creatio file storage, locking the addition of lookup values, and quite some more!
Also, that option for Freedom UI in mobile is controlled by a feature. I have a couple of systems where that feature never got enabled by upgrades and the option doesn't show. If it's not showing in your system, that could be the case also and you can check with support for which feature is needed for that (I can't remember the feature name that controls that)
I have a custom detail called "Contribution" which have two fields Contact, Work Done (%).
Problem statement - Whenever user added/edited records in detail system should check that the sum of work done (%) adds up to 100% and only then it allows to save the records in detail.
You'll need to use asyncValidate to validate the record and perform an ESQ to get all the records added to the detail so you can ensure the sum of the percentages add up to 100%
Basically, in the asyncValidate retrieve all rows added to parent record, add up the percent values. If the value exceeds 100 fail with message. This will prevent them from saving until they've entered the correct value - if it doesn't they will get your message telling them the issue.
