Hello,

There is no configurable maximum number of concurrent requests setting in Creatio for custom web services. The idea of a fixed limit isn't practical, because the performance impact of a request depends heavily on what the request actually does.

For example:

• 1k lightweight requests that perform simple data retrieval or write operations may have minimal impact on the system.
• Conversely, 1k complex or resource-intensive requests (e.g. involving multiple joins, integrations, or heavy business logic) could significantly degrade performance or cause failures under load.

Instead of a static limit, Creatio relies on the underlying infrastructure and available resources to dynamically manage the load. When system resources become constrained, the platform will naturally slow down or reject excess incoming requests to protect stability.

We recommend using a batching approach when integrating or calling custom services:

• Start with batches of 2,000 to 20,000 requests, depending on the expected load per request.
• Perform load testing to evaluate how the system responds. If the particular request is lightweight, you can safely increase the batch size.

This approach gives you flexibility and scalability without setting limits that may not reflect actual usage.

Hello,

The “Workforce Engagement Management” functionality you saw in the video is part of Service Creatio - the module responsible for case management, agent productivity, omnichannel communications, and workforce engagement features. 

“Workforce Engagement Management”  enables agents and supervisors to access and update workforce management data via telephone.

Have a nice day!

Hello,

Thank you for your message.

At the moment, displaying file previews or downloadable file links directly within the Timeline tab is not supported out of the box in Creatio. This functionality might require additional custom development.

Hope this will answer all your questions!

 

Got it Thank you @Valeriia Ripnevska !!

I believe this is fixed somewhat in 8.3 as a beta feature that can be enabled (out of the box disabled)

Changed behavior of the Button component whose Action parameter in the Freedom UI Designer setup area is set to "Close page" when the action is executed immediately after the user logs into Creatio. Previously, the redirect behavior was inconsistent and could lead to navigating outside the instance or to an unintended blank state. Now, the user is redirected to the Creatio desktop page if the previous browser page is not a Creatio page. The functionality is managed by the EnableNavigationToDesktopBeforeQuit additional feature. Out of the box, disabled.

Ryan

Hello,

Regarding your request, we recommend reading the following article:  Recommendation prediction | Creatio Academy

It contains all the necessary information on how to use business processes to set up predict recommendations for the selected Creatio objects.

Hello,

In Creatio you can set up logging:

The Change Log records changes to business data.

Audit Log records system settings, events, and data. It logs events related to changes in the user role structure, the distribution of access permissions, changes in the system setting values, user authorization in Creatio, etc.

Please refer to these articles:
How to set up Change Log
How to set up Audit Log

Application logs can be setup via Nlog.

Have a great day!

Hello,

At the moment, there is no option to automatically change the case version for all leads using standard system functionality.

We consulted with the R&D team, and there is currently no ready-made solution for this scenario. However, similar cases have already been registered, and your request has also been added to help raise the priority for implementation in future versions.

You can also try to implement the functionality with a business process. Unfortunately, we do not have examples of such implementation.

For a tool that is supposed to easily adapt to changing company process, this is definitely one point that needs massive improvement ...

Hi Michal,

we use NPOI library

Kind regards,
Vladimir

Basically, you'll query SysUserInRole where the current user = the SysUser value. The SysRole lookup column will provide you the roles linked to this user. 

See here: https://customerfx.com/article/determining-if-a-user-has-a-specific-role-in-bpmonline/

For a Freedom UI approach, see https://customerfx.com/article/showing-or-hiding-a-field-if-the-current-user-is-a-member-of-a-role-in-a-creatio-freedom-ui-page/

Ryan

Thanks Ryan.  Is there a way to use a webservice for this requirement? Are there any out-of-the-box Webservices that can be called to check if the current user belongs a particular Role using Freedom UI approach ?

If this will be consumed from within Creatio on a Freedom UI page, it's just as easy to do a model query from the Freedom UI page (as shown in the article) as it is to call a web service. Maybe I am missing what you're trying to do? Calling a web service wouldn't really be any different than doing what is suggested in the article using a model query. You could wrap that up as a server-side C# code and expose as a web service, but ultimately, the Freedom UI page is going to request something, whether the web service or the model query, so you could just skip the web service IMO and use the model query.

Thanks Ryan.  Yes I agree. Its just that I wanted to explore using webservices in Creatio and also resuse this webservice across projects and am in the process of creating a C# webservice to achieve this.

Ryan Farley,

On a related note, this approach works fine for hiding or showing the fields based on a condition. But is there a way to make it readonly (disabled) based on a condition?  I noticed that the "visible" property can be set using a boolean variable like $flag, but this doesnt seem to have any effect with the "readonly" properties of the Text box and Combo box.  Is this a known issue and is there a workaround?

Ajay Varghese,

I believe I've been able to bind the readonly property to an attribute and set it programmatically with success (but don't have a system at the moment to verify)

Ajay Varghese,

I'm not sure of an OOTB service for that (roles and user roles). There might be, but it would be a simple service to create. The service would perform the ESQ similar to what is in the articles.

Ajay Varghese,

Additionally, I often wrap that sort of reusable stuff in a client schema class or module so it's easily reusable. Then, whether the class performs a model query or calls a service is irrelevant since it's still abstracted from what is calling it on pages. 

Ryan

Ryan Farley,

Yes, thanks for that direction. I have managed to create the webservices using that approach and it works fine. I am a bit surprised that setting that webservice output flag to the readonly property of a textbox and combobox doesnt have any impact while if I use it on the "visible" property then it works fine.  

Will wait for your response once you get access to your machine.

Just verified, this is working for me. This is a sample for the account page to disable the account Type if it is "Customer". 

Add an attribute to the viewModelConfigDiff:

viewModelConfigDiff: /**SCHEMA_VIEW_MODEL_CONFIG_DIFF*/[
    {
        "operation": "merge",
        "path": [
            "attributes"
        ],
        "values": {
            "IsTypeEnabled": {
            	value: true
            }
        }
    }
]/**SCHEMA_VIEW_MODEL_CONFIG_DIFF*/,

Then, I added a change request handler to listen for values in the Type attribute (which also triggers when the page is initially populated, which is when request.silent==true):

handlers: /**SCHEMA_HANDLERS*/[
	{
		request: "crt.HandleViewModelAttributeChangeRequest",
		handler: async (request, next) => {
 
			if (request.attributeName === "Type") {
				request.$context.IsTypeEnabled = (!request.value || request.value.displayValue !== "Customer");
				if (!request.silent) {
					console.log("Type changed", request.oldValue, request.value);
				}
			}
 
			return next?.handle(request);
		}
	}
]/**SCHEMA_HANDLERS*/,

Now, I wire up my attribute to the Type in the viewConfigDiff: 

{
	"operation": "merge",
	"name": "Type",
	"values": {
		"readonly": "$IsTypeEnabled | crt.InvertBooleanValue"
	}
}

Note, i am using a converter to invert the value since my attribute indicates it's enabled, but the property expects the inverse.

With this in place, if I open an Account with Type=Customer, or change the Type to Customer it is disabled/readonly.

One thing to note, many controls have both a readonly and a disabled property, not sure what the difference is, both seem to work for me, but the readonly seems to be the one that gives the control the visual lock icon. The disabled property also disables the control, but you don't get the lock icon for the control.

Ryan

Ryan Farley,

Thanks Ryan, this worked fine for me. I guess I defined the flag outside of the ViewModelConfigDiff section and hence for some reason whike it worked with the visible property but it consistently failed with the readonly property.  

Ryan Farley,

Just a clarification, does HandleViewModelAttributeChangeRequest trigger on both inital page load as well, in addition to any changes to the page?

Ajay Varghese,

Yes it does. When the page initially loads the data for the record, the change event is triggered at that time for each attribute loaded. Meaning, when the data is loaded and bound it will trigger this change (since it is changing the attributes from empty/nothing to a value). It also triggers this request when the user changes values on the page. The request has a silent property. When true (meaning it was a silent change), that means the change was triggered by the system loading the value and NOT by some action performed by the user. If silent=false, that means the user caused the change. If you only want to trigger on a change made by the user, include !request.silent, for example: 

if (request.attributeName === "Type" && !request.silent) {
    // Type was changed by the user
}

Ryan

Got it.  Thank you.