Is there anyway to place characters such as below in the text field within the email designer?

 

Thanks in advance.

Lucas

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Hello,

Yes, you can use these characters, but you have to be very careful because you might get errors.
If you use basic elements of the designer, the system converts them to Unicode, but if you use an HTML designer, you need to specify the Unicode there. Also, don't use them in headers, as they can lead to parsing errors. Check your email provider service, as there may be additional restrictions on these characters.

Best regards,
Antonii

Antonii Viazovskyi,

So, a few questions here Antonii:

1) What type of HTML designers are recommended? 

2) Would we use the HTML block in the email designer module to implement this?

Thanks.

Best,

Lucas

Lucas Centeno,

  1. 1) You can use any HTML designer you like. After writing the code, simply transfer it to the HTML block in the email designer module.
    2) Yes.
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Hi Everyone,
 

We have Order Allotment & from that a team lookup from which we are pulling team members into assigned catchers, but now our we need to add drivers and supervisors too in the assigned catchers. How can we display them in the assigned catchers table with all fields. 

 

See video for reference: https://streamable.com/kxomg6


 

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Hello,

 

Unfortunately, the video is not available.

Could you please provide more details regarding your business task?

If you need assistance with the site settings, please contact our support team at support@creatio.com

 

Best regards,

Yuliya

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Hi Community,

 

I am currently working on Process elements  in Creatio. However, I find that the Save and Publish process with Script Task Element is taking longer time than expected, and I'm looking for ways to speed up this process.

 

Has anyone faced similar challenges and found effective solutions? If so, please share your experiences.

 

Best Regards,

Ajay Kuthe

 

 

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Gareth Osler,

You can add the Creatio NuGet package to your local Visual Studio project for the Creatio/Terrasoft references also (without a local install). https://www.nuget.org/packages/CreatioSDK

Ryan

I have the same question, especially with one instance having a compile time of 10 minutes.

 

There is some documentation on using external IDEs here External IDEs | Creatio Academy.

 

The following looks interesting, but I'm not sure if a local Creatio instance is required:

Develop C# code in a custom project | Creatio Academy

Develop C# code in a custom project | Creatio Academy / Write C# code for Creatio in the cloud

If you turn on the option in your package for it to compile to it's own assembly then it should take less time since it's only compiling your package and not the entire system.

Other than that, developing externally using tools such as clio would speed the process up. 

Some of scripts that are used in many processes can be transformed into User task

Some best practices documentation videos, updated / new e-learning courses would be great in order to maximise the development in nocode and in code with Creatio  (video courses which can also show how to maximize the use of different tools like clio etc...) the amount of information at the moment is still disparate and super light. 

To build an assembly the Terrasoft libraries are needed.  A local Creatio install would be needed (unless there is some other way).

 

Gareth Osler,

You can add the Creatio NuGet package to your local Visual Studio project for the Creatio/Terrasoft references also (without a local install). https://www.nuget.org/packages/CreatioSDK

Ryan

Ryan Farley,

 

Following the instructions from Write C# code for Creatio in the cloud I'm getting the following error running Executor.exe

 

.\Executor.exe

Unhandled Exception: System.Net.CookieException: The 'Value'='Lax,.ASPXAUTH' part of the cookie is invalid.
   at System.Net.Cookie.VerifySetDefaults(CookieVariant variant, Uri uri, Boolean isLocalDomain, String localDomain, Boolean set_default, Boolean isThrow)
   at System.Net.CookieContainer.Add(Uri uri, Cookie cookie)
   at Executor.Program.TryLogin(String userName, String userPassword, String authServiceUri)
   at Executor.Program.Login()
   at Executor.Program.Main(String[] args)


The instructions are essentially to build an assembly locally and then I think upload it to the cloud instance using Executor.exe.  It looks as though it is not able to log in to the cloud instance due to an invalid cookie value.  I can't think of  a way round that.

 

[Edit] Apart from upload the assembly manually, would only take a few seconds!

 

[Edit] Could clio CI/CD be used to automate deployment?

 

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Hi Creatio Community,

 

I hope you're all doing well. I have question with managing app updates and would appreciate your insights.

 

Scenario: I have developed an app and released version 1.0 on the Creatio Marketplace. Some clients have installed this version and made custom changes to the app. 

Now, I am preparing to release version 1.1 with new features and bug fixes. My concern is that when clients update to version 1.1, their custom changes overwritten or not?

 

1] What are the best practices to ensure client-specific changes are not lost during the update?

 

2] Are there any tools or features within Creatio that can help manage and merge client customizations with new updates?

 

Thank you in advance for your assistance and suggestions.

 

Best Regards,

Ajay Kuthe

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Hi Ajay,

 

Let's look at how the customization process works in general. 

 

When a customer makes any changes to the installed application, your core logic remains unchanged. Instead, the app is extended with a new package where replaced schemas are created, inheriting your core schemas. When you make new changes to the app and customize these core schemas, after delivering a new version to the client, only those core schemas will be updated. The customer's inherited schemas will remain unchanged.

 

Therefore, custom changes will not be overwritten. However, we recommend supporting backward compatibility to avoid breaking custom changes after delivery.
 

If you are going through the update process together with the client, we suggest using the delivery process article to build a safe delivery process.

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Hi community
I want to filter lookup field in detail of a page on the basis of record of another section and the page is in freedom UI and object of that detail is in classic UI
 

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Hello!

 

Thank you for submitting the post on the Community!

 

Could you please provide more details regarding your task so we can better understand what solution we can suggest?  

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Hello Community,

 

I'm currently working on generating a printable report formatted as a table. I've successfully linked the detailed information to the main object report. However, I have a couple of questions:

  1. Do I need to use out-of-the-box columns to retrieve data, or can  the report just include custom fields?
  2. Most of my custom fields populate correctly, but I'm encountering an issue with the 'Supplier' column, which is a lookup linked to the Account section. I've verified the database to confirm the data is correct, so I'm puzzled about the problem here.

I'm including images of the report setup and output, along with the data that should appear in the printable version.

The main object in the report is "Purchase Approvals," and the supplier location can be either Local or Foreign.

 

.

 

Below is what the output should be like in the supplier name 

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Hi,
 

1. You can add any column to the report, both OOTB and custom.
 

2.1. We recommend that you try to re-add the table to the report and check the behavior again, perhaps the problem is in the incorrectly displayed table.
 

2.2 Check that there are no columns with the same titles in the table you are displaying, you may be displaying different columns.
 

If the problem is still present, we recommend contacting technical support, support@creatio.com.
 

I hope this helps to solve the problem.

Best regards,
Pavlo!

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В настройках MS Word репорта должен использовать локализацию не смотря на язык системы, возможно ли это ?
 

Например сейчас есть такое макрос
 

Id[#SalesUp|FinAppBorrower#]
 

Она меняется если язык системы поменялось.

Как можно указать в макросе  чтобы использовалось локализацию на английском только?

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Здравствуйте,

 

К сожалению, в приложении нет возможности отображать значения полей в отчете на языке, отличном от текущей локализации пользователя, а так же делать отчеты на разных языках (чтобы можно было выбрать язык значений полей, отображаемые в отчете (независимо от локализации) во время создания отчета).

Все значения в отчете будут отображаться на языке текущего пользователя.
Чтобы значения печатались на английском или другом языке, необходимо сделать соответствующие переводы в системе и изменить локализацию пользователя на английский или другой язык соответственно. Затем значения будут подтянуты в отчет на выбранном языке.

 

Распечатать сам отчет или значения в нем на языке, который не установлен для текущего пользователя, пока невозможно.

 

При этом задача по добавлению этого функционала уже передана ответственной команде. 

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Hi,

 

I am building a form page but would like to show multiple data sources on this page. I know I am able to show additional data sources through the list option but this shows the data in a list when we want to see it as additional attributes for the primary data source. Can an additional source be added to a page in freedom UI? (found documentation on it for the classic UI but could not figure it out for freedom UI)

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Hello,

Currently, the system's basic tools allow you to add only one data source. However, a task has already been registered in our R&D team to consider and implement adding multiple data sources in future releases.
 

Thank you for helping us to improve our product.

 

If you only need to display data from other connected records (and not have them be updateable) you can do this for things like displaying a parent record's columns on the page (for example, display Account fields on the Contact, Account fields on an Opportunity, etc).

To do this, scroll to the bottom of the controls list on the left side in the page designer. Add one of those to the page (this won't add any columns to the object). Then use the Data source property to select the column from the related object as needed. The designer will make this control read only since it's not a part of the page's data source. 

Ryan

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Hi I'm new to creatio, I have a process associated with a button where I want to fill in the value of a text field based on previously selected options. The button works fine but for the value to be reflected in the field I have to update the screen. Is there a way to fill this value without having to refresh the screen ?

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Hi Carlos, you need to enable live update on the object:

Franck Lehmann,

Hi Franck, thanks for your help. I made the changes you indicated but the field is not updated in real time, I was reading other articles and it seems that it is a concurrent problem... I'll try another way but again thanks for your help

The "live data update" option only works for Freedom UI pages (and assumes the record you updated in the process is the same record you're currently viewing). 

If this is a classic UI page the only option is to create code to send/receive the message from the process to the UI and perform the refresh. See https://customerfx.com/article/how-to-refresh-a-page-from-a-process-in-creatio-formerly-bpmonline/

Ryan

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Please let me know how to do this: We have this Order Management (Order Allotment) in which employees are assigned in list below (GlbAssignedCatchers) of field from our Team lookup (every team has different number of employees), Let us know if we can save all of these catchers from GlbAssignedCatcher into a field on Order Allotment like (Catcher 1 / Catcher 2 / Catcher 3 / So on..) So that we can display all list of catchers in our list (on 2nd picture). This would help us alot. The main thing we are concerned is that, the number of catchers are different in every team and how we can get them all. Picture 2:

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bump

Hello,
 

Thank you for your question. We have analyzed your problem and, unfortunately, there is currently no such possibility in the application.
 

However, we understand that this is not ideal for your specific needs.
 

We want to assure you that we have created a request for our development team to implement this functionality in future versions of our application. We understand the importance of providing our clients with the best possible experience and will work hard to implement the changes you have suggested.
 

Thank you again for bringing this to our attention, and please do not hesitate to reach out if you have any further questions or concerns.

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