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hello i am trying to upload a file using the attachment component

there are 2 upload fields however when i try to upload in 1 field then close the page, then when i open it both fields are filled with the same uploaded file, this works whenever i use either of the fields

Close then opoen again gives me this
does anyone know how to resolve this issue?

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What is the expected behavior you are wanting? If what you're wanting is basically two different/separate buckets of files attached to the same record, you can use file tags to separate them. Enter a different File Tag value for each of the Attachment components - just type a different value in that property of each component such as "KTP" in one and "NPWP" in the other. As a file gets uploaded it will get that tag added to it and the components will filter to only show files with that tag. https://academy.creatio.com/docs/8.x/no-code-customization/customization-tools/ui-and-business-logic-customization/element-setup-examples/components/set-up-an-attachments-component

Ryan

Ryan Farley,

That worked like a charm, tthank you very much :D

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I've recently created a WhatsApp sandbox environment and followed the documentation and TechHour tutorial keenly. However, when I test the sandbox integration nothing occurs. I am sure that I have set up the channel, queue, and actions correctly and routed my sandbox settings properly as well. I decided to test the webhook with postman and kept on receiving a "204 no content" message 

 

 

I thought maybe because it is a CRM demo environment and I have created a custom package perhaps the omni chat messenger packages we're missing and that could be the issue, however not sure since I haven't tested it yet. If anyone has any insight on the probable cause please let me know!

 

Thanks,

Jose

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Hello, 

Please contact our support team directly at support@creatio.com so we could properly analyze your request.

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Hi.  
I set 4 of our 200+ users' session timeout to 240 minutes.
The system Default is 60.
However, those 4 users are timing out at 60 minutes.
See images below -- what am I missing?
Thanks
Rob

 

 

 

 

 

 

 

 

 

 

 

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Hello!

The value of the personal User session timeout is applied after the user's previous session ends if the value was changed during the user's active session.

Please make sure that the user's session has ended and check the session time of this user one more time.

Thank you for reaching out!

So, do you mean the user needs to log out of Creatio for the new value to work?

If so, its not working as advertised then -- I have logged out many times since I changed it to 4 hours, and it still logs me out at 1 hour (system default).  I have also rebooted. 

Any suggestions are appreciated.   Thanks, Rob.

Verified its not just me that has this problem here at our organization.

Hello!

Could you please check the End Session Method of the specified users in the sessions detail? 

If the value is 0, it means that the session was not finished, and it is better to finish it manually by the user by logging out.

Also, we recommend you perform Flash Redis on the site. This may help you to clear cash.

Please notify us about the result after.

 

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Hi,
I have a template ready for sending emails in Creatio. The email contains values taken from previously filled fields. Now, I would like to know the steps to send this email automatically when clicking the "Send Email" button.

Can someone guide me on how to configure the process to ensure the pre-filled values from the fields are included when the email is sent? Any help with this would be appreciated!

Could someone guide me on:

  1. How to upload or store the email template in Creatio?
  2. How to configure the button so that clicking it will send the email using the pre-filled template?

Any assistance with this process would be highly appreciated!

I'am using creatio 8.2.2

Thanks in advance!

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Dear Muhammad,

You can find more information on how to work with templates in the following Creatio Academy articles:
https://academy.creatio.com/docs/8.x/creatio-apps/creatio-basics/communications/work-with-message-templates
https://academy.creatio.com/docs/8.x/creatio-apps/products/marketing-tools/email-marketing/classic-ui/email-templates/create-an-email-template

Please note that macros will only appear when the template is opened from its corresponding source object. This means that if you send an email via the Communication panel, only templates with the source set to Activity (or those with no source) will be available — as all emails are stored in the Activity object.

If you'd like to use macros from another object, you'll need to add the MessageComposer element to the page where these macros are intended to be used.

image.png

Have a great day!

Hi Alina Yakovlieva,
 

Thank you for your advice, but I’m still confused to implement it. Can I use the button to trigger the action that runs the business process, where the business process reads data and sends an email, as shown in the image below

config read data

Config send email ( For the 'From' field, it should be filled with the company email (how do I insert the company email?), while for the 'To' field, it should send the email to the value that was previously read.)

and the button

 

 

Muhammad Rizky,

Hello,

So you can use the button to trigger a business process.

For the 'From' field, it should be filled with the company email (how do I insert the company email?)

I see that you have chosen to get the email from the system settings. So to insert the email in the business process you need to fill in the system settings by selecting one of the mailboxes already added to the system:



You also filled in that field correctly if you want that field to be filled with a value from the collection in which you are reading the Gengerate Document. However, I recommend making sure that the sorting condition returns the record you need and the field with the required email:

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Hello Creatio Community!

Is it possible to configure record permissions in the Case object based on the existing field Assignee Group?

The goal is to filter the list of cases according to user roles. For example, if a user belongs to Role A, only the cases assigned to Role A should be visible to them.

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Hello!

You can configure this behavior using a Business Process.

The process should first read the "Assignee Group" value from the case record. Then, using the "Change access rights" system element, you can define which access rights to grant or revoke based on your business logic.

Please see more details in the Creatio Academy article: https://academy.creatio.com/docs/8.x/no-code-customization/category/case-designer-elements-reference

 

Have a nice day!

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Dear mates,

We're having display issues with the timelines in the accounts and contacts sections, apparently related to JavaScript errors.
I tried deleting and restoring the timelines on the section pages, but the JavaScript error reappears.
Here's the errors: 

1-Error decoding value from JSON string
2-Cannot read properties of null

Freedom timeline errors

Every time we click on an object in the timeline this error appears and the objects in the selector are not selected.

Does anyone have any ideas on how to fix this problem?

Thank you !
Nicolas

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Hello,

Please register this issue with our Support team directly via support@creatio.com so we could analyze it properly.

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Hi all,

I'm looking for a reporting tool for Creatio, where i can also use very complex queries. I'm user to work with tools like Microsoft reporting Services or Chrystal reports.  We're working in the cloud, and i don't find a tool that is comparable to those tools.  How do you all create such reports, and run complex queries  

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Hello!

 

In this case, we recommend exploring the Creatio Marketplace, where you can find a variety of reporting solutions that may meet your requirements, including those supporting advanced analytics and complex data processing.

 

Please follow the link: https://marketplace.creatio.com/catalog?search=report&check_logged_in=1&page=6

 

Have a nice day!

Sadly, no such reporting option currently exists for Creatio. We typically with extend the Word printables using a lot of custom macros for data retrieval and the use of views and have the complex logic performed in the view. For now, that is the best option.

Does anybody has any experience with the Power BI connector? I don't know Power Bi, but i was always under the impression that is was something like Reporting Services....

 

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I am trying to open a document in MS Word desktop (like the online version of viewing MS Word can). This is possible by applying a prefix to the document URL on MS Teams. My code in the page already works good:

var docUrl = await request.$context.PDS_UsrColumn1_u8ye1ig;
const wordUrl = `ms-word:ofe|u|${encodeURIComponent(docUrl)}`;

But using the wordUrl variable on a Webinput field, or even a button.click event doing a window.location.ref always results in Creatio still encoding the Url. Creatio always adds the console message:

Launched external handler for 'ms-word:ofe%7Cu%7Chttps%3A%2F%2Fcompany.sharepoint.com%2F%yadayadayada

where it should be ms-word:ofe|u|https://

Does someone know how to bypass the encoding for a specific handler or for this page?

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Can you share the complete handler code and explain how have you disabled the "To protect you from unsafe content office has blocked opening this file" error message?

Sure, here is the handler. It already opens MS Word, but because of the safe url encoding it won't open the correct document... 

handlers: /**SCHEMA_HANDLERS*/[
            {
                request: "usr.PushButtonRequest",
                /* Implementation of the custom query handler. */
                handler: async (request, next) => {
                    this.console.log("Button Open in MS Word pushed...");
                     var docUrl = await request.$context.PDS_UsrColumn1_u8ye1ig;
                      const wordUrl = `ms-word:ofe|u|${encodeURIComponent(docUrl)}`;

                    // scenario 1: use window.location.href
                    //window.location.href = wordUrl;

                    // scenario 2: use the online found solutioon to add a link with a click
                    const link = document.createElement('a');
                    link.href = wordUrl;
                    link.target = '_blank';
                    link.rel = 'noopener noreferrer';
                    document.body.appendChild(link);
                    link.click();
                    document.body.removeChild(link);
                    
                    this.console.log("MS Word Url set to: " + wordUrl);
                    /* Call the next handler if it exists and return its result. */
                    return next?.handle(request);
                }
            },
        ]/**SCHEMA_HANDLERS*/,

Bas Kroes,

well I get the same URL in both cases (using a regular text field and the web link input) and in both scenarios I get this popup:

Maybe I am testing in the wrong manner?

Oleg Drobina,

It looks like it is a browser issue. I am using Ms Edge. What are you using?

Bas Kroes,

I am testing in Chrome, but I get the same error in Edge.

That's odd indeed using the same code 🤔

But your url did not get unwanted modified?

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Hello, community, I'm new to Creatio. My client wants the printed order document to have a consistent order, meaning the products added to their order in the itemization area should be: tools at the top, services at the bottom.

Example:
Item 1 - cutter, 1 piece, amount 10
Item 2 - hammer, 1 piece, amount 3
Item 3 - shipping service, 1 piece, amount 10 (always at the bottom)

When capturing and sorting the products in the order, they get jumbled up, and the report doesn't respect the order.

Is there a way to tell Creatio to respect and sort the products and services in my printed report?

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Hello,

The sort column should be presented in the template to keep the sort order in the report and on the UI; in other words, the issue occurs because you have not added the column by which the fields are sorted on the UI to the template of your report. 

When the report is generated, the system ignores all columns that are not presented in the template, so data cannot be sorted by them. 

Our responsible R&D team is already aware of the described behavior and has registered the corresponding task to implement the functionality in the upcoming versions of the application.

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