Hello team,

 

I would like to monitor the synchronizations of email addresses opening incidents in Creatio.

 

I would therefore like to create a dashboard indicating for each of the email addresses declared in MailboxForIncidentRegistration the number of emails received per day.

Except that I don't know in which tables the received emails are stored, can someone help me on the subject?

 

Thank you in advance for your assistance.

 

Vincent

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Dear Vincent,

 

Thanks for your question. 

 

To display the number of cases registered by email, you may build the dashboard with a filter by Case Source and Case Category that were indicated in lookup "List of mailboxes for case registration". 

 

In case you wish to build the dashboard based on email from which the case was registered, please consider creating a column where the info about emailbox will be recorded and saved. 

 

If additional questions arise, feel free to get back to us. 

 

Best regards,

Anastasiia

 

 

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We are encountering an error when attempting to set the column value on the lead entity with the following code below. The error message received and the stacktrace are listed below as well. Obviously this is a dictionary error, but I am clearly not adding any items to the column list, and have not set the column value previously. Does anyone have any ideas on what might be happening, or what I could check to make sense of this?

var rawBody = new StreamReader(stream).ReadToEnd();
var val = rawBody.Split('&')
		.Select(keyVal => keyVal.Split('='))
		.ToDictionary(kvp => kvp[0], kvp => Uri.UnescapeDataString(kvp[1]).Replace('+', ' '));
 
var leadSchema = _userConnection.EntitySchemaManager.GetInstanceByName("Lead");
var l = leadSchema.CreateEntity(_userConnection);
l.SetDefColumnValues();
l.SetColumnValue("srcColumnName", val["column_name"]);
 
 
An item with the same key has already been added. 
StackTrace: 
at System.ThrowHelper.ThrowArgumentException(ExceptionResource resource) 
at System.Collections.Generic.Dictionary`2.Insert(TKey key, TValue value, Boolean add) 
at Terrasoft.Core.Entities.EntityColumnValueCollection..ctor(UserConnection userConnection, EntitySchemaColumnCollection columns) in C:\Projects\8.0.4.1870\TSBpm\Src\Lib\Terrasoft.Core\Entities\EntityColumnValue.cs:line 410 
at Terrasoft.Core.Entities.Entity.get_ColumnValues() in C:\Projects\8.0.4.1870\TSBpm\Src\Lib\Terrasoft.Core\Entities\Entity.cs:line 848 
at Terrasoft.Core.Entities.Entity.SetColumnValue(String valueName, Object value) in C:\Projects\8.0.4.1870\TSBpm\Src\Lib\Terrasoft.Core\Entities\Entity.cs:line 3024 

 

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Check that your "Lead" object, where the record is modified has no duplicated columns (the error is returned from EntityColumnValueCollection, not in SetColumnValue). Also are you able to add records manually to the "Leads" section? I guess you should get some simillar error on this attempt either. Also if you are using PostgreSQL please:

 

1) Go to the root Web.config

2) Find the maxEntitySchemaNameLength key and modify the value to 63 there

 

This key controls the data reader behaviour and fixes issues of max PostgreSQL items length (table names, column names, etc.) and if your object has several columns with the lenght of name more than 63 symbols this issue can also occur.

I forgot to mention the 'SetDefColumnValues' method call was added after the error message appeared.

Check that your "Lead" object, where the record is modified has no duplicated columns (the error is returned from EntityColumnValueCollection, not in SetColumnValue). Also are you able to add records manually to the "Leads" section? I guess you should get some simillar error on this attempt either. Also if you are using PostgreSQL please:

 

1) Go to the root Web.config

2) Find the maxEntitySchemaNameLength key and modify the value to 63 there

 

This key controls the data reader behaviour and fixes issues of max PostgreSQL items length (table names, column names, etc.) and if your object has several columns with the lenght of name more than 63 symbols this issue can also occur.

Thank you Oleg! Another admin added a column in another package with the same name.

@Oleg, 

 

Do you have any idea why this same message might be happening on the start of any business process? 



I receive the message popup "

"An item with the same key has already been added. " 

 

Thanks

Harry

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As the title says, I'm trying to save the column layout for a custom record section, as well as for Details on the record.

 

https://customerfx.com/article/including-the-default-column-layout-for-…

Using this resource, I haven't managed to save any that will transfer over when installing a new package.

 

I have saved bound a number of records to the SysProfileData within my package, however none of them have had the intended effect.

https://gyazo.com/9c2347d0e5a3d845888edf5c94b221ab

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Hello Oliver,

The method described in the article you mention does work for me (In fact, I just did this yesterday with no issues). 

Make sure that you've first configured the column layout and selected the "save for all users" and that you're selecting the correct row from the SysProfileData table (the one with no user in the "Contact" column.

If it's not working for you, it's likely one of the two issues listed above. 

Ryan

I appreciate the confidence in your article but I have 100% done both of these, about a thousand times, in every way possible.

 

Is this the only known solution/ there are no known issues with this?

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Is there a way to open a external website in Creatio ? I would like to make a get request to an authorize endpoint url but I need to access the page in order to fill in credentials.

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You can add your external website in the IFrame inside the app: in the 2.b "Declare the component class" of this article, you should insert your iframe HTML markup. Also, keep in mind that not all sites can be inserted as iframes due to different security settings.

 

Additionally you can try creating the code that will use Fetch API to authenticate and get data needed.

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How do I change:

  1. Height of menu items on the left-hand side menu?
  2. How to change the font size of those menu items?
    • Will doing so change the height of the menu items?
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Hello,

In order to change the height and font-size of the left panel elements you need to write your own custom CSS for classes .ts-sidebar-item-image, .ts-sidebar-item-text, .ts-sidebar-list

UsrViewModuleCSS:

.ts-sidebar-item-image, .ts-sidebar-item-text, .ts-sidebar-list > li {
	height: 76px !important;
    font-size: 1.3em;
}

And then connect it in the replace model for BootstrapModulesV2:

 define("BootstrapModulesV2", ["css!UsrViewModuleCSS"],
function() {
	return {
		methods: {}
 
	};
});

Note, font-size doesn't change the height of the element.

Result:

Hello,

In order to change the height and font-size of the left panel elements you need to write your own custom CSS for classes .ts-sidebar-item-image, .ts-sidebar-item-text, .ts-sidebar-list

UsrViewModuleCSS:

.ts-sidebar-item-image, .ts-sidebar-item-text, .ts-sidebar-list > li {
	height: 76px !important;
    font-size: 1.3em;
}

And then connect it in the replace model for BootstrapModulesV2:

 define("BootstrapModulesV2", ["css!UsrViewModuleCSS"],
function() {
	return {
		methods: {}
 
	};
});

Note, font-size doesn't change the height of the element.

Result:

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We have a use case where when a user clicks PRINT and selects a printable, we need to save the Printable in the Attachment detail in the Opportunity record, not download the file.

We have managed to save the Printable docx on a modified Opportunity field, but couldn't work out the code triggered upon clicking a Printable in the PRINT menu.

Can you guide us to where we need to make the change?

File attachments
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Hello,

 

You can use this addon to complete your task - https://marketplace.creatio.com/app/printable-attachments-creatio

 

Best regards,

Yuliya Gritsenko

Yuliya Gritsenko,

Hi Yuliya,

 

Thank you for the response. Ideally, we do not want the user to go to the record and then to the Attachments tab every time. We want to show that a user can quickly generate a document using a PRINT menu and automatically save it in the Attachments tab if possible.

 

Isn't there a System Setting where we can select whether to download a printable or save it in the Attachment tab?

 

Regards,

Ammar

Ammar,

Hello Ammar,

 

Unfortunately, we do not have ready examples of the implementation of this feature the way you need.

The only difference between the implementation via the addon and the way you ask is that in the addon implementation you will need to go to the Attachments and Notes tab and click the button there.

By the way, it is possible to set up so that the detail is displayed in the first tab.

 

Best regards,

Yuliya Gritsenko

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Hi support,

Is it possible to create an email content block without mjml code inside?

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Hello Stefano, 



Yes, it is possible to create an email content block without using MJML code. There are various ways to create email content blocks, such as using HTML code.



Best regards,

Orkhan Gojaev

Orkhan,

I would like to use the html embedded editor for editing html directly in the email designer.

I can cut and paste an html snippet on email designer, but the end user have to use an external html editor.

Is it possible to use the content block and the relative embedded editor without MJML?

 

Many anti-spam/anti-virus software remove the html comments used by MJML in the body of emails, so emails received by recipients differ from the preview shown by creatio.

Hello Stefano Bassoli,

 

Could you please explain in more detail when and why end users have to use an external HTML editor, and what issues you are facing with the current editor you are using? Additionally, I'm interested in learning more about the problems with your markup, so that I can better understand your needs. If possible, please provide me with a detailed description of the situation so that I can provide you with more specific information.



Best regards,

Orkhan Gojaev

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Im trying to get the details columns to be saved within a package, does anyone know how to do this?

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Hello Oliver,

I have the details of how to include the default column layout in a package in this article: 

https://customerfx.com/article/including-the-default-column-layout-for-…

Ryan

Is there any better resources? This doesnt seem to be working for me.

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Hello,

 

Is there a way to give access to users to import only selected objects and not the entire objects available in the application?

 

Thank you

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Hello,



Unfortunately, it's not possible to cover such a case with basic functionality. You can either enable import/export for the entire system or disable it for the entire system. There is no way to regulate in which sections it can be downloaded and in which it cannot, unfortunately.

 

We've registered it in our R&D team backlog for consideration and implementation in future application releases.



Thank you for helping us to improve our product. 

 

Yes, would be great addition !

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Here is my explanation:

Our organization has several departments, but we use the same Object. For example in the case is Account

We have already set up Organizational Roles. For Example

  1. Country 1 Sales Team
  2. Country 2 Sales Team

(I'm not allowed to give you the real name of those departments)

Each Team will handle some records in Account

 

So how could I filter Account based on the Organizational roles?

Like, if an employee from Country 1 Sales Team access the Account, they only see the records that their team needs to handle but not mix up with records from other teams

 

I hope the community could help me with this. Many Thanks!

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Hi Bao,



I think, such filter can do this

 

Kind regards,

Vladimir

Vladimir Sokolov,

Hi Vladimir,

 

That's a great idea! We tried and seems okay for now!

 

But, I have a further question.

As my try, a team member from Country 1 team could able to see the folder used for Country 2 Sales Team when they use the filter function. We want to separate the view of both teams and don't allow Country 1 team could see any record from Country 2 team

So, How can I able to do that?

Bao Phan,

Here you need to write Process that changes access right to record when record is added and Owner or Team are changed 

https://academy.creatio.com/docs/user/bpm_tools/process_elements_refere…

 

Thank you, Vladimir Sokolov

 

Sorry for my late reply

I didn't get any notification about the reply

But thank you!

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