Hello, everyone. 

I'm having a few problems on a business process that i've created that "gets" information from another system (through api) and i'm getting the response without any error. What happens is that I'm trying to pass down the information to a sub-process and a few fields just don't work. They all go as "null" information. 

 

I'll paste a few prints.

1st one, the information coming from the endpoint request without any problem:

 

2nd, the information being passed for the subprocess:

 

3rd, the information that the sub-process "gets" from the main process:

(update: the "name" "subprocess1" has been solved. Aparently, I can't name the internal name from the endpoint "Name"... changed that to "Names" and it worked)

 

Has anyone already come across something like this? 

btw.. I'm on version 8.2.0.4183.

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Kalymbet Anastasia,

Hello, Kalumbet! 
Thanks for the response, but I've found why it was happening... 

Basically, if you pass down a parameter and DON'T use it anywhere on the "subprocess" it just goes as "null", hence the server don't need to "overload" itself with "rabbish" information. 

Hi!


Please test disabling the UseColumnUsageTracker feature and then retry running the process.

 

link: [app_url]/0/Flags

Kalymbet Anastasia,

Hello, Kalumbet! 
Thanks for the response, but I've found why it was happening... 

Basically, if you pass down a parameter and DON'T use it anywhere on the "subprocess" it just goes as "null", hence the server don't need to "overload" itself with "rabbish" information. 

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Hi, 

 

I have created a BP with the process parameter  -

2. Created a button on freedom UI section list page and tried to link it with BP. 

But when I am selecting multiple records in the list page and clicking button, in the process log process is running but nothing is happening. 

Execution diagram while the process is in running state - 

Creatio version is - 8.1.1.3136

 

Anyone can help with this please? how can I achieve it? Any other alternative.

 

Thanks

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You need to select "For the selected records in the list", not "For the selected page" for the process execution. See https://customerfx.com/article/launching-a-process-for-multiple-records-in-a-creatio-list/

Ryan

You need to select "For the selected records in the list", not "For the selected page" for the process execution. See https://customerfx.com/article/launching-a-process-for-multiple-records-in-a-creatio-list/

Ryan

Ryan Farley,

Hi, yes I have checked the article but the problem is with version, in the articles it says version 8.1.3 and my version is 8.1.1. So there is not such option at all.

 

Hello,

 

In order to use the required functionality, an update from 8.1.1 to 8.1.3 should be performed.

AS,

This does require 813 or higher.

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I have stopped three business process flows related to two leads. Now these business process tasks are stuck in my notification center. 

 

Clicking on them does nothing.

 

Does anyone know how to get rid of these three business process tasks? 

Ideas welcome :-) 
 

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Hello,

 

Please note that in order to remove these tasks from the notifications panel, you need to find the exact business process iterations that created these tasks and cancel the processes.

Thanks for the reply Mira. I already tried this. I actually stopped all historic business processes on leads. But these are still stuck somehow. 

This are the only tasks still in "running" status:

Bas Kroes,

 

Please describe what exactly happens when you try to cancel these processes, what error do you receive?

Hi Mira, just to clear out, these are the only remaining business processes that are not connected to leads. So the ones that are still visible in my notification center should not be in this list and are already stopped/cancelled. Therefore I don't know how to get rid of the tasks.

Does that make it more clear?

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Hi all,

 

i'm new to creatio and i'm struggling a bit with business process task.

I would like to build a dashboard where the user can see all the business process task routed to his group, maybe groupped by case type.

 

I wasn't able to find a dedicated widget or section for those data, as far as i understand they are only visible in the communication panel but that solution works only if you have a small amount of tasks.

 

Is there a way to accomplish my use case without resorting to coding the desired page?

 

Thank you

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Hello,
 

Business process tasks are stored in the SysProcessElementToDo table. However, using this table alone, you won’t be able to directly link it with other entities, as no other entities reference it directly.
 

Additionally, tasks are stored as activities that reference a SysProcessElementToDo record in the ProcessElementId column. However, this column is a GUID, not a lookup field, meaning you cannot build a reverse relationship filter in the system.
 

To create a metric, you can refer to the Activity object, grouping records by case category or any other relevant grouping.

Then apply a filter to display only activities where the "Process Item" (ProcessElementToDo) column is populated which mean that current Activity - is a business-process task.
 

However, it's important to note that clearing business process log tables could disrupt this type of chart logic.
 

As an alternative approach, you can assign a unique naming convention to your tasks, such as "[TASK] - task subject", and filter activities not by Process Item, but by name:
Title starting with "[TASK] - %", ensuring they include a recognizable pattern.
 

Example configuration for such a chart:



Additionally, understanding the logic of how tasks are stored in the database, you can use development methods to create a custom database view and configure analytics based on it.
 

I hope this helps!

Hello,
 

Business process tasks are stored in the SysProcessElementToDo table. However, using this table alone, you won’t be able to directly link it with other entities, as no other entities reference it directly.
 

Additionally, tasks are stored as activities that reference a SysProcessElementToDo record in the ProcessElementId column. However, this column is a GUID, not a lookup field, meaning you cannot build a reverse relationship filter in the system.
 

To create a metric, you can refer to the Activity object, grouping records by case category or any other relevant grouping.

Then apply a filter to display only activities where the "Process Item" (ProcessElementToDo) column is populated which mean that current Activity - is a business-process task.
 

However, it's important to note that clearing business process log tables could disrupt this type of chart logic.
 

As an alternative approach, you can assign a unique naming convention to your tasks, such as "[TASK] - task subject", and filter activities not by Process Item, but by name:
Title starting with "[TASK] - %", ensuring they include a recognizable pattern.
 

Example configuration for such a chart:



Additionally, understanding the logic of how tasks are stored in the database, you can use development methods to create a custom database view and configure analytics based on it.
 

I hope this helps!

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Hello guys, I'm fairly new to Creatio, but I've seen there are a couple of functionalities that are missing. Some have never existed in Creatio and some others were in Classic but not available anymore. 

Right now I'm interested in calculated metrics, but for freedomUI. And maybe something similar for DataGrids

From what I see, It's seems possible for developers to make their own add-ons to provide certain functionalities and probably later put in on the marketplace.

 

I guess the normal procedure is reading the source code of the base packages of Creatio and seeing how you could edit them by importing/exporting/extending classes. Probably would help to downloa other marketplace freedomUI products and trying to see how did they do it

 

But well, I was wondering if someone that has had any experience in it maybe has some tips available before embarking into that journey

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Hello,

 

At this time, we don’t have a Calculated Metrics add-on that supports the Freedom UI. However, this functionality is on our development roadmap and is anticipated for release in versions 8.3-8.4, as it relies on advanced calculation features currently in progress for 8.2-8.3.

You can also take a look at the Custom Freedom UI page components article that provides instructions on developing your own components:

https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platfor…

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Hi everyone,

Is there a way to group and organize workplaces in the left navigation pane?
For example, would it be possible to group Sales, Service, and Marketing under CRM?



Regards,
HindujaShiri

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Hello,
 

At the moment, such grouping is not possible, and there were no plans for such an implementation.
 

However, we appreciate your user experience feedback, and we have created a task to consider implementing this logic in future versions of the application.
 

Currently, there is already an option to set the order of workplaces in the workplace configuration panel to ensure logical distribution.
 

Thank you for helping us make our product better!

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Hello,

Our customer has a requirement to log in using SSO via Microsoft 365, and I have a few questions regarding this.

 

  1. Does Creatio support SSO via Microsoft 365? I came across an article about setting up SSO via Microsoft Entra AD (https://academy.creatio.com/docs/8.x/setup-and-administration/administration/user-and-access-management/authentication/set-up-sso-via-azure-ad). In this case, is "Microsoft Entra AD" the same as "Microsoft 365"?
  2. For an on-site environment, is it necessary to set up the MS Exchange integration service (https://academy.creatio.com/docs/8.x/setup-and-administration/on-site-deployment/containerized-components/email-listener-synchronization-service) before configuring SSO via Microsoft Entra AD? What is the scope of the Email Listener Synchronization Service functionality?

 

Thank you in advance!

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Hello,

 

Creatio supports Single Sign-On (SSO) via Microsoft 365. In this context, "Microsoft Entra AD" is indeed the same as "Microsoft 365" when referring to the SSO setup described in the article you referenced: Set up SSO via Microsoft Entra AD.

 

For your second question regarding an on-site environment: the MS Exchange integration service (Email Listener Synchronization Service) is not required for configuring SSO via Microsoft Entra AD. SSO and email synchronization are separate functionalities.

 

The Email Listener Synchronization Service specifically supports email-related tasks, such as synchronizing and sending emails within Creatio. It does not affect or play a role in SSO configuration.

Hello,

 

Creatio supports Single Sign-On (SSO) via Microsoft 365. In this context, "Microsoft Entra AD" is indeed the same as "Microsoft 365" when referring to the SSO setup described in the article you referenced: Set up SSO via Microsoft Entra AD.

 

For your second question regarding an on-site environment: the MS Exchange integration service (Email Listener Synchronization Service) is not required for configuring SSO via Microsoft Entra AD. SSO and email synchronization are separate functionalities.

 

The Email Listener Synchronization Service specifically supports email-related tasks, such as synchronizing and sending emails within Creatio. It does not affect or play a role in SSO configuration.

Dymytriy Vykhodets,

Thank you for the information.

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Hi all, 

 

I get the same errors every evening at 23:00: "Account not found with IdentityId ''". and: "Client token request was raised an error.". It seems to have something to do with the mailbox, which is functioning properly. Anyone an idea?

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Hello!

 

The system message you are encountering is related to the out-of-the-box process “Lead Generation: Consistency Check.” This message occurs when the system cannot connect to the service to verify that all leads have been successfully entered.

You can disregard this message if you are not utilizing the Lead Generation functionality. The process executes even if the integration with services like Facebook or LinkedIn has not been configured.

If you prefer not to receive these messages, you can deactivate the “Lead Generation: Consistency Check” process in the process library.

Thank you for choosing Creatio!

Alina Yakovlieva,

Thanks. Will try!

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I need to make a panel appear based on a dynamic entity, which could be Contact, Account...

 

And I also need to be able to have the reference of the names of the fields that are selected and add them to another entity, to form a detail list.

 

The reference (Code of the column, like "Name", "Description", "Type.Name"...) of the fields can be either from the main entity or related to an entity of a lookup as in the image below. (Contact.Account.Name).

 

I'm trying to do this, but if anyone knows if it's possible, I'm accepting help.

 

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Hello,

Can you give more details on your task? Why do you need a panel to appear, during what actions, for what purpose, and so on?

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Hi, 

I am trying to add a new field in an activity's mini page, I added the field in the mini page as in the picture below:

I would like for the mini page to look:

But instead I get:

an I have to click the pencil to get the new field:

 

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Hello,

I recommend checking if this field was added only for edit mode. However, let us also explain the logic of displaying modes in more detail.
 

In the system, the fields used in mini-page are tied to a specific type of mini-page.

If the field is not tied to a specific type, the system recognizes such fields as common to all types (and the behavior of such fields is common to all types of mini-cards).

When configuring a mini-page, you must follow several rules.
 

1) If a field is used on one of the types of mini-cards, it must be in the same place in other types of mini-cards, or not be used on other mini-page.

2) You can not display a field from another type of page on the page, but in this case, the place where the field was located must:
2.1. be empty (see screenshots 1, 2).
2.2. can be filled with another field that is not used in other types of minimaps (see screenshots 1, 3).
 

3) If you move a field that is used in other types of mini page on any type of mini page, it will move to that location wherever it is used.
 

It is also possible to bind a field to a specific type of minimap, but the current option can only be implemented using the development tools. (In this case, the configured field will only be available in the type of card to which it is bound).

Halyna Parkhomenko,

I have added the field for all the modes and it's the same result

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