Dear Martin,

We recommend checking out the following article:

https://academy.creatio.com/docs/user/platform_basics/business_data/exc…

At the beginning you can find how you prepare a file, as well as some templates.

The  “SELECT TEMPLATE” button in the Data import section is responsible for saving the configuration of your imports, for example how the columns in Excel and Creatio are related, etc.

Hope this helps!

King regards,

Alina

Hello Vladimir,

I have an article that shows how to do that here 

https://customerfx.com/article/adding-to-a-list-from-a-lookup-on-a-free…
Ryan

Ryan Farley,

That's great, thank you!

Do you know, is it possible to use filtration (we have rather complex one with handler) together with that feature?

Vladimir Sokolov,

Yes, it does support filtration. You can see an example of that in a comment from Dmytro here: 

https://community.creatio.com/questions/filter-crtopenlookuppagerequest

I expect to have an article showing how to do that using the filter classes such as FilterGroup soon as well.

Ryan

Hi,

The 'not exists' status indicates the absence of a subscription for automatic synchronization for this mailbox.

If you've noticed emails that were synchronized through this mailbox but the mailbox status is 'not exists', it could be due to two scenarios:

1) these emails were automatically synchronized before the mailbox received the 'not exists' status, or 2) manual synchronization was initiated for this mailbox:

Thanks Sergii,

So how do I troubleshoot why the mailbox is set to ‘not exists’ as when I add the mailbox there are no errors. 
 

They are all shared mailboxes and don’t seem to have any difference in settings from those which have the status exists. 
 

Thanks

To investigate a specific case on your website, please reach out to Creatio technical support (support@creatio.com). This will allow for a detailed analysis of this particular case.

Hello, 

Unfortunately, such functionality is not yet implemented. There is no oob tool to change the homepage for all the users or specific user roles. 

Such task can be implemented only with a help of SQL queries that will change the HomePageID value for the users in the SysAdminUnit system table. 

Best regards,
Anastasiia

Hello,

If you are referring to your local website, you need to deploy the 'Exchange Listener synchronization service' to send emails.
 

Hello,

Unfortunately, in Freedom UI there is no possibility to customize the logo on the loading screen. 

However, a task has already been registered in our R&D team to consider and implement such a feature in future releases. In case you would like to check what stage this task is at, I am sending you the task number: PR-28347. Please don't hesitate to share this number with us at any time and ask your questions.

Hello,
to add colors to the value, if you know which div it is exactly, you can use the class or id of that div in the selector instead of ".label-wrap .t-label" as in step 1 of the example. Or you can look up the class or id by using inspector tool (Ctrl+shift+C) in the developer tools (f12) on your page and then use them in the selector. 
If you require more assistance please provide screenshots of div you want to color, would provide more clarity how to change the selector accordingly.

is there any updates on this?

Hello Sarika!

With CSS you can change the color by choosing the right selector. Example, where 2a879ccc-536d-45a9-980a-9ac0a00aea91 - id of value:

li[data-value="2a879ccc-536d-45a9-980a-9ac0a00aea91"] 
{
background-color: brown;
}

I would recommend you to use the new FreedomUI pages on the site. You can change bg-color in the system settings on the FreedomUI page (on your screen shot I can see Classic UI). It will take 10 min maximum.

To change colors with FreedomUI :
1) Open System designer -> Advanced settings
2) Find the Custom Object CasePriority or create a replacement:

3) Add the new column -> Other -> Color:

4) Add Title to the new Color column on the same page

5) Click on the Name of this object and choose value (Title name from p.4) in Color field:

6) Publish this object

7) Open System Designer -> Lookups -> Case priorities -> View -> Select fields to display:

8)Add HEX color code to the new column:

9) FreedomUI page will looks like:

Hello Harry!

Thank you for your question!

This function is implemented in the 8.1.1 release.

Please find release notes: https://academy.creatio.com/docs/release/release-notes/811-quantum-rele…

Have a great day!

Alina

Alina Yakovlieva,

8.1.1 does include the ability for generating Word printables. However, I don’t see any mention of generating Excel reports (which is a separate marketplace addon)

Ryan

Hi Ramya,
 

In order to override the functionality of the Add Record button on the Grid Page of the Mobile Application follow these steps:

1) In Configuration create a Module, for example call it UsrChangeButtonLogic:

Ext.define("InvoiceGridPage.Controller", {
    override: "Terrasoft.controller.BaseGridPage",
    statics: {
        Model: Invoice
    },
    executeAddAction: function () {
        console.log('Hello1');
        this.callParent(arguments);
           console.log('Hello2');
    }
});

2) Create a replacing view module for the MobileApplicationManifestDefaultWorkplace module. Or use a mobile wizard  - it will create the manifest automatically. Add the newly created module UsrChangeButtonLogic to the manifest:

  "Models": {
        ...
        },
        "Invoice": {
            ...
            ],
            "ModelExtensions": [],
            "PagesExtensions": [
                "MobileInvoiceRecordPageSettingsDefaultWorkplace",
                "UsrChangeButtonLogic"
            ]
        }
    },

3) Compile your Workplace and synchronize the mobile application again.
 

As a result, "Add record" button click of Invoices Grid Page will be overwritten.  
 

Artem Smyrnov,

Thank you! That worked. Can you also help me figure out how to show a confirmation dialog on the mobile application? Something similar to the web app implementation of Terrasoft.showConfirmation? Thanks in advance!

Regards,

Ramya

Ramya R,

Use Terrasoft.MessageBox.showMessage ('your confirmation dialog message') to display a confirmation dialog.

Many thanks.
Artem
 

Artem Smyrnov,

The Terrasoft.MessageBox.showMessage method only helps in displaying a message to the user. I am looking for a functionality where the user is able to select "Yes" or "No" options below the message. Can you please help me with this?
Thanks,

Ramya

If you want to remove this functionality, I believe you can add the following to the methods of the OpportunityPageV2:

autoCompleteOwner: Terrasoft.emptyFn,
fillPartnerByOwner: Terrasoft.emptyFn

Ryan

Hello, Mark!
 

This is the basic logic of the system. 

The owner of the Opportunity with "Partner sale" business type and chosen partner can be:
1. the user/contact related to the account with "Our company" account type;
2. the user/contact connected to account with chosen partner company.

According to the basic logic, the "Partner" field should be available only for the "Partner sale" type. You have removed the business rule that hides the "Partner" field for other opportunity types. 

Therefore, it turns out that now the "Partner" field is available for all types of opportunities, but according to the box logic, this field should be empty for other types, so it is cleared when you select the owner. 

If you select the "Partner sale" opportunity type, then the "Partner" field will not be cleared when you select the "Owner" field. 

Best regards,
Anton