8.0 | Community Creatio

Question

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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Question

Sales_Creatio

8.0

How can I add a new lookup value to the "Result" field in the Tasks section?

陳大鈞

11:08 Nov 19, 2024

I would like to inquire whether it is possible to add a new lookup value to the "Result" field in the tasks section. Additionally, I have observed that the "Result" and "Category" fields appear to be interconnected. Could you please confirm if their linkage is determined by the process? I have not found any related configurations in the page rules.

1 comments

Alina Yakovlieva

15:36 Nov 19, 2024

Hello!

Values to the "Result" column in Tasks are defined in the lookup "Activity results".

You are correct, the fields Result and Category are connected, and the filtration used by them are defined in lookup "Activity results":

Have a great day!

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Question

landing pages

8.0

Building landing pages

Gareth Osler

19:01 Nov 18, 2024

In the recent Creatio video 'Creatio 8.2 Energy Release'[1] at 27:40 the video illustrates how to "easily build landing pages using no-code tools" with the landing page linked to a Web page element in the Marketing Campaigns editor. I cannot see how this is done so assume it is a feature for a future 8.2 release? Thanks,

[1] Creatio 8.2 Energy Release: The New Era of Business Automation with AI and no-code - YouTube

8 comments

Ryan Farley

19:43 Nov 18, 2024

I was wondering about that as well. I also cannot find the new email designer mentioned in the 8.2 release notes. Hopefully someone from Creatio can chime in and provide some clarity on those.

Ryan

Antonii Viazovskyi

20:48 Nov 18, 2024

Hello,

In order to use the Email Marketing app, you need to install the Email Marketing application.
Email Marketing application can be installed from the Marketplace.
https://marketplace.creatio.com/app/email-marketing
In the Application Hub, it is also available to be installed. Please notice that it is compatible with the 8.2.0 version.

More information regarding the Email Marketing app can be found in this article:
https://academy.creatio.com/docs/8.x/creatio-apps/products/marketing-tools/email-marketing/email-marketing-overview

Best regards,
Antonii.

Ryan Farley

21:56 Nov 18, 2024

Antonii Viazovskyi,

Thanks! I've been looking everywhere but the marketplace 🤦🏼‍♂️. Do you know about the landing page builder that Gareth mentioned from the 8.2 release video?

Ryan

Damien Collot

08:21 Nov 19, 2024

Fair point, could not find the landing page builder anywhere either

Vladimir Sokolov

10:10 Nov 19, 2024

As far as I noticed, that was the Landingi builder.

Damien Collot

10:18 Nov 19, 2024

Vladimir Sokolov,

Indeed, but here natively integrated in Creatio. But there's not much more information currently than this presentation of when we can expect the release.

Regarding the new email marketing: Has anybody noticed any missing feature that used to be present in classic UI or all is there already 😊 ?

Ryan Farley

19:47 Nov 19, 2024

Damien Collot,

For the Email Marketing package and the new Email designer. It's lacking quite a bit. There's no support for selecting a template to start with, no reusable blocks - you're starting 100% from scratch each time you create an email. The adding of merge fields is clunky and limited. The overall designer is a bit confusing (which comes from the 3rd-party component Creatio is using) There's actually quite a bit missing that makes it unusable IMO. I won't be moving anyone to it anytime soon.

Ryan

Damien Collot

14:31 Nov 20, 2024

Ryan Farley,

Thanks for the feedback, another half-implemented Freedom UI version of its classic counterpart 😖. Hope we will not have to wait too long before we can switch, currently builder starting to be quite old.

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Question

Business Process

permissions

Object Permissions

Studio_Creatio_enterprise_edition

8.0

Deletion rights only for project manager and administrators - business process

Michał Zieliński

13:28 Nov 18, 2024

Hello

I have created a business process that reads in the creation and modification of a project id and project manager,

I then wanted to change the permissions so that only the project manager could delete it, but during the execution of the process the values still remain on true

What could be the reason for this? I run the process as an administrator and the delete test is run on a user who does not have these permissions. The way it should work is that no one but the administrator should be able to delete projects.

even though the process is executed, the value remains true

    "Parametr": "List of rights to delete",
            "Wartość": {
                "Before execution": "[{Id:\"54e9e783-704b-4d77-b621-d8054d39f52a\",ParameterName:\"Role1\",Name:\"All employees.a29a3ba5-4b0d-de11-9a51-005056c00008\",CanRead:true,CanEdit:true,CanDelete:true,Source:\"3\",Grantee:\"Role\",Value:\"[#Lookup.84f44b9a-4bc3-4cbf-a1a8-cec02c1c029c.a29a3ba5-4b0d-de11-9a51-005056c00008#]\"}]",
                "After execution": "[{Id:\"54e9e783-704b-4d77-b621-d8054d39f52a\",ParameterName:\"Role1\",Name:\"All employees.a29a3ba5-4b0d-de11-9a51-005056c00008\",CanRead:true,CanEdit:true,CanDelete:true,Source:\"3\",Grantee:\"Role\",Value:\"[#Lookup.84f44b9a-4bc3-4cbf-a1a8-cec02c1c029c.a29a3ba5-4b0d-de11-9a51-005056c00008#]\"}]"
            }

3 comments

Ryan Farley

17:21 Nov 18, 2024

Are you sure the remaining access rights for All employees role is not "Deny"? I believe that process element won't technically remove the access rights, you'll still see it there but will be "deny" instead of allow.

Orkhan

02:52 Nov 19, 2024

Hello!

I created a similar business process and successfully ran it.

The process worked correctly, and I’m attaching screenshots as proof.

You can also set the field "Which access rights to add?" to "All employees—Restrict", and the process should work as you expect.

In my example, I did exactly that, and I’m attaching the screenshots:

The reason why permissions are not changing as expected might be due to incorrect configuration of the "Change Access Rights" element in the business process. Please review the configuration of this element and ensure that the correct conditions and access rights are specified.

If everything seems correct, please create a support request by contacting support@creatio.com.

We will review the issue and assist with a solution.

Regards,
Orkhan

Michał Zieliński

09:29 Nov 19, 2024

I was able to successfully set the rights for the employees according to the instructions; interestingly enough, the rights edit page does not show that anything has changed.

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Question

Calculate a date in a Business Process

Daniel Poveda

06:51 Nov 18, 2024

Hi all,

I'm trying to calculate 60 days before a date captured by the user to create a reminder. I'm using the Formula in the Business Process but I cannot make it work, I see the following error: Formula value error: Cannot convert type "Int32" to "Entity"

Any suggestion?

Thank you

2 comments

Harvey Adcock

10:39 Nov 18, 2024

It looks like it's an issue with trying to set the parameter you've selected to the value of the formula - what is the type of the parameter? It should be an integer based on the formula shown, which will be returning the day of the month 60 days before the Fecha de Lanzamiento date.

Serhii Parfentiev

10:18 Nov 19, 2024

Hello,

We tried to check the behavior. It looks like the problem lies in expression because you are using .Day at the end.
We were able to successfully subtract -60 days simply by using the .AddDays(-60) method. [#read contact.First item of resulting collection.Birth date#].AddDays(-60)

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