8.0 | Community Creatio

Question

Sasori Oshigaki

18:46 Nov 22, 2024

Hi Community,

Is there any way to bind Inactive Lookup Values?

Sasor

1 comments

Serhii Parfentiev

13:24 Nov 26, 2024

Hello.

We have tested this behavior and it looks like there shouldn't be a problem.
We used the following scenario:
1) Created a custom package in which we created a replacement for the ActivityCategory object with the “Allow records deactivation” option enabled.

2) Created two test records through the lookups, for one of which we set the “Inactive” = true

3) Create a data binding in the package from step 1 for the ActivityCategory object, add the “Inactive” column to the data binding, and add two records.

4) As a result, in the exported package we see the created data binding with two records, for one of the records the Inactive attribute is set to true.

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Question

Sales_Creatio

8.0

Change Log configuration - how to bind to package?

Nicolas Raddatz

17:54 Nov 22, 2024

Hi everyone,

I'm implementing the change log configuration as described here:

https://academy.creatio.com/docs/8.x/setup-and-administration/administration/logging-tools/change-log/set-up-the-change-log

I wonder, how do I go about actually binding that configuration to the package i'm working on? So I can transfer the configuration from my dev environment to test/prod.

Appreciate your help!

2 comments

Best reply

Arsenii Ostapyk

19:19 Nov 22, 2024

Hello!

Unfortunately, in the current Creatio configuration, it is not possible to bind "Change Log" data to a package.

Change log information is stored for each entity separately in a "Sys<YourEntity>Log" view. For example, if logging is enabled for the "Account" schema, the activity is recorded in the "SysAccountLog" view.

However, it is not possible to bind view data to a package.

Have a nice day!

Arsenii Ostapyk

19:19 Nov 22, 2024

Hello!

Unfortunately, in the current Creatio configuration, it is not possible to bind "Change Log" data to a package.

However, it is not possible to bind view data to a package.

Have a nice day!

Nicolas Raddatz

21:00 Nov 22, 2024

Thanks for answering. I was under the impression this would be the case...

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Question

Attachment Grid - Custom thumbnail image

Ramya R

09:06 Nov 22, 2024

Hi everyone,

Is it possible to change the thumbnail image on the attachment grid to a custom image?

Regards,

Ramya

1 comments

Anhelina

15:26 Nov 22, 2024

Hello Ramya,

Unfortunately, it's impossible to change the image mentioned above.

We've registered the suggestion to the responsible R&D team.

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Question

Overriding shell page

sprity

08:20 Nov 22, 2024

Hey Community, i'm trying to write a piece of code which will show a popup to the user on login. Thinking of overriding the shell page for the same,but unable to find the sourcecode.Has any one tried it before.I'm specifically trying to show the pop up on this page.

1 comments

Best reply

sprity

09:32 Nov 22, 2024

Hey community,
I found the client module it is called BaseShell

sprity

09:32 Nov 22, 2024

Hey community,
I found the client module it is called BaseShell

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Question

cases

Studio_Creatio

8.0

How to create a support request (Case) via API?

Adrian Arroyos

00:27 Nov 22, 2024

We've been building out API data flows into Creatio including automated order/invoice creation from cart data and webinar registrations from our website. We are now creating a support request form on a website that should create a case linked to a matching contact in the CRM.

Retrieving the contact ID isn't a problem, but we're stuck trying to figure out how to create the new Case. We can query the /Case endpoint and see existing case data. How do we POST a new case?

And will we be able to take file uploads from the webform and submit them into the /CaseFile object? Or will it have to a linked reference like a URL?

Thanks in advance!

2 comments

Ryan Farley

18:06 Nov 22, 2024

You would just POST to https://mycreatiourl/0/odata/Case with a payload that is structured using Case columns, something that looks like what you get when you GET an existing case. You only need to include the columns you're setting in the new case, not all columns that you see in that payload.

Ryan

Ryan Farley

18:08 Nov 22, 2024

As for adding a CaseFile, I use the FileApiService endpoints for that, which is what the Creatio client uses as well. If you look at the network request in the dev tools when you add an attachment to a case, you'll see it uses FileApiService - you can use this externally as well to mimic the same request as it does internally.

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Question

Marketing_Creatio

8.0

EvenTarget update via integration

Artem Evdokimenko

16:59 Nov 21, 2024

Hi, everyone!

I have a task for updating EventTarget status and some other fields triggered by event in external system via integration. And I'm looking for the simplest way how to do that. Is is possible to update data with help of posting json request to GeneratedObjectWebFormService.svc/SaveWebFormObjectData? Or is there any other not very complicated way how one can do that?

Thank you!

1 comments

Ryan Farley

17:25 Nov 21, 2024

Easiest way is to use Creatio's webhooks. Look up webhooks in the Academy. They only do inserts, not updates, but you can create an object that is where the webhook for your case gets added, then have that trigger a process that locates and updates the needed record (and then deletes the webhook created record)

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Question

Studio_Creatio_enterprise_edition

8.0

Populate a Date field in Leads_FormPage from AddTaskMiniPage

Sasori Oshigaki

12:12 Nov 21, 2024

Hello Community,

We have created a button in Leads_FormPage that opens AddTaskMiniPage

Code in Leads_FormPage that opens the AddTaskMiniPage

  {
        request: "usr.OpenTaskModalPageRequest",
        handler: async (request, next) => {
            const handlerChain = sdk.HandlerChainService.instance;
            await handlerChain.process({
                type: 'crt.OpenPageRequest',
                schemaName: 'AddTaskMiniPage',
                $context: request.$context,
                scopes: [...request.scopes]
            });
            return next?.handle(request);
        }
    }		,

Our end goal: We want that upon the Activity is created (Save button clicked in AddTaskMiniPage) the value of 'Start' field in AddTaskMiniPage, is copied to another Date field in the Leads_FormPage.

How can this be acheived?

Regards

Sasor

3 comments

Yevhenii Grytsiuk

17:17 Nov 21, 2024

Hello Sasori,

You can try using BP for this case. For example, when you save a record in a mini page, you also run a business process that will update a value in your lead record. You pass date value to the BP and set (update) relevant field in the lead record.

Ryan Farley

17:19 Nov 21, 2024

An easy way to accomplish this is to just use a process with a signal of Activity added with Type=Task, Category=To do, Lead is filled in. Then update the lead with the date. If you have live data updates enabled for the Lead object you'll even see the screen refresh with the value.

Ryan

Sasori Oshigaki

12:41 Nov 22, 2024

Ryan Farley,

Thank you for your input! However, the challenge with this approach is that there might be multiple activities associated with a single Lead that have this specific configuration (Type = Task, Category = To Do, Lead is filled in).

Would it be possible to handle this scenario directly via the Frontend instead?

Looking forward to your thoughts!

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Question

TimeLine

8.0

Custom Record type in Timeline

Andres

17:18 Nov 20, 2024

Hi everyone,

We have a custom section, and we’d like to enhance it by adding a timeline that includes a custom object.

Is it possible to include a custom object in the timeline? For example, alongside Tasks, Emails, etc., we’d like to display data from our custom object as well.

Additionally, is there a way to customize how one of the existing objects is displayed in the timeline or modify which fields are shown? For instance, in the case of the Opportunity tile, can we change the fields that are displayed?

Any guidance or documentation on these topics would be greatly appreciated.

Thanks in advance!

1 comments

Hanna Skalko

17:31 Nov 28, 2024

Hello,

Both tasks are possible to implement. However, it will include slight low-code development in your system.

Here are the few articles that can be helpful in fulfilling your tasks:

Customize the Timeline component

Customize timeline

Create the Timeline tab tiles bound to custom section

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Question

Studio_Creatio

8.0

Parsing Webhooks

Harry

12:23 Nov 20, 2024

Hi All,

I've got an incoming webhook where the application on the other side is unable to conform to the request body that Creatio would like.

Is there any straight forward way to parse a webhook in a different way? My other solution is some middleware code which ideally I don't want to do.

Anyone encountered this before?

Thanks in advance.

3 comments

Vladimir Sokolov

12:16 Nov 21, 2024

Hi Harry,

We've created our custom process, that reads our webooks filtered by API Key:

And then custom processing written by code

Kind regards,

Vladimir

keith schmitt

16:09 Nov 21, 2024

We do this via Script task. It is the only way I have seen for it to work.

Harry

18:50 Nov 21, 2024

Thank you both. Vladimir - will try that approach!

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Question

Sales_Creatio

8.0

Not receiving Webhook URL - Failed to get API Key

Victoria Armand Ugon

19:19 Nov 19, 2024

Hi,
When trying to get webhook url I am getting the following message: "Failed to Get API Key. Service Connection error".

I have followed the steps of the following documentation:

https://academy.creatio.com/docs/8.x/no-code-customization/base-integrations/webhook-service-integration/retrieve-a-webhook

Is there something else I could be missing?

2 comments

Ryan Farley

19:44 Nov 19, 2024

You'll need to contact support. I've had several systems that were missing the needed system settings to create the webhook links. They'll need to verify/add them.

Ryan

Anton Starikov

02:49 Nov 20, 2024

Hello!

Please contact us on support@creatio.com. We will help you to verify/add all necesary settings.

Thank you!

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