Hello, 
I want to make a dashboard where you can quickly select a month by which the pivot table will be filtered. How can I do that?

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Hello,


Unfortunately, in the current settings, direct quick filtering of pivot tables is not available. To create a dashboard where you can quickly filter a pivot table by selecting a month, you typically need to use the quick filter.

1. Add the pivot table to your dashboard as usual.
2. Use the "How to associate with section data" feature to connect your pivot table to a data source from a section.



3. Instead of filtering directly within the pivot table, you can apply filters to the section. The pivot table will then automatically update to reflect the filtered data.

Hello,


Unfortunately, in the current settings, direct quick filtering of pivot tables is not available. To create a dashboard where you can quickly filter a pivot table by selecting a month, you typically need to use the quick filter.

1. Add the pivot table to your dashboard as usual.
2. Use the "How to associate with section data" feature to connect your pivot table to a data source from a section.



3. Instead of filtering directly within the pivot table, you can apply filters to the section. The pivot table will then automatically update to reflect the filtered data.

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Hi, all mentors, 

 

    I'd like to use the notes filed in event object to keep record of the participant event details information, I'd like to import data from excel, however, I can't find any import button or function inside "event" object. Is there any way to solve it?

Thank in advance.

 

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Hi Jeffrey,

To import data to the Event section, you can add an import button to the event page or go to System Designer, where you can import records to any object.

To add the import button, you need to open Page Designer. Then, add a button component to the page. In the action section, choose the "Data import" option, finish the setup and save the page.
 

To import data without adding the button, please go to System Designer and choose "Data import" section:

 

Have a great day!

Hi Jeffrey,

To import data to the Event section, you can add an import button to the event page or go to System Designer, where you can import records to any object.

To add the import button, you need to open Page Designer. Then, add a button component to the page. In the action section, choose the "Data import" option, finish the setup and save the page.
 

To import data without adding the button, please go to System Designer and choose "Data import" section:

 

Have a great day!

Alina Yakovlieva,

Thanks a lot for your help. 

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Hello Guys , I am having this problem and I have no idea from where it is happening . 

Any idea please ?

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Hello!

 

It appears that you're trying to create a field with a code that already exists in the object. 

I recommend reviewing all the fields you plan to create to ensure that each one has a unique code within the object.

 

Best regards,

Kate

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Hi Team,
When i am trying to Change from Freedom UI to Classic UI in mobile but it is not changing to classic UI.
In the Mobile Workplace of the Mobile Application wizard, when I uncheck the option to disable the Freedom UI and save the changes, it still shows as enabled when I reopen it. As a result, I’m unable to switch from the Freedom UI to the Classic UI.

 


 

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It's likely that the package you have set as the Current Package is higher up in the dependencies than a package that has the Freedom UI option checked, so it's taking precedence over yours. 

Check to see if there is a package that contains MobileApplicationManifestDefaultWorkplace that is lower down in the dependency list, possibly one in Custom. That is likely what is causing yours to not work.

Ryan

Ryan Farley,

Thanks for the Suggestion, I am able to switch to Classic UI now

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Hi all.
I've been doing LDAP integration setup (which is start "Run LDAP import" Process) in creatio.

For Local (Onsite) environment has ben success import data from LDAP but for the cloud environment always error with message:

System.Exception: LDAP import error: 22021: invalid byte sequence for encoding "UTF8": 0x00.
  at Terrasoft.Core.Process.RunLDAPImport.InsertLDAPElementsScriptTaskExecute(ProcessExecutingContext context)
  at Terrasoft.Core.Process.ProcessFlowElement.CallInternalExecute(ProcessExecutingContext context)
  at Terrasoft.Core.Process.ProcessFlowElement.ExecuteItem(ProcessExecutingContext context)
  at Terrasoft.Core.Process.ProcessFlowElement.Execute(ProcessExecutingContext context)

anybody know the problem and how to solve it?

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Hello,

The issue you have reported happens because you are trying to use the format of the values, which isn't supported in PostgreSQL. In order to fix the issue, you should exclude system groups with pre-Windows 2000 support from the synchronization. 
To resolve this issue, please change the group filter to the following:
(&(objectClass=group)(!userAccountControl:1.2.840.113556.1.4.803:=2)(!isCriticalSystemObject=TRUE))


Best regards
Ivan

Hello,

The issue you have reported happens because you are trying to use the format of the values, which isn't supported in PostgreSQL. In order to fix the issue, you should exclude system groups with pre-Windows 2000 support from the synchronization. 
To resolve this issue, please change the group filter to the following:
(&(objectClass=group)(!userAccountControl:1.2.840.113556.1.4.803:=2)(!isCriticalSystemObject=TRUE))


Best regards
Ivan

Ivan Savenko,

Thanks, its worked

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Hi Community,

 

I have three objects: Contact, Accounts details, AccountContact. Contacts has contact details unique on email address. Contact and Accounts details have many to many mapping with AccountContact being the mapping table. We have created lookups in accountcontact table on contact and accounts to get the mapping. Now we want to show all the accounts in Accounts details for a contact in an expanded list on the contact form page. How do we reach from contact object to accounts via accountcontact object? Screenshot of the properties of expanded list attached

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Hi,

Unfortunately, I didn't fully understand your task. Could you please provide a schematic representation of the table relationships and the data you want to display on which page?

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Hello. One of our recent emails had quite a few "delivery errors". When I went in to look more closely, the Reason Details says "Reason details: Sending failed and all attempts to resend failed" 



While it's clear the sending failed, there's no detailed context as to why it failed (i.e. Invalid email, unsubscribed, etc). Please advise on how to gather more concrete and detailed data. Thanks.

 

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Hello everyone,

 

Is there a way to create a filter in a metric or columns widgets that returns the number of active users based on the shift ? (Morning: 7 am-3 pm, Night: 3pm-11pm, overnight: 11pm-7am) 

 

Note that it needs to be refreshed daily

 

does anyone has an answer to this one?

 

Thanks in advance.

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Dear Anas, 
 
To achieve this functionality you can add a new boolean field (for example: IsActive) for users. This field will be updated by a business process that will start every hour.  

The business process can set the value of the IsActive field according to the filtration or you can create an object where you will specify the shifts that users have. 
 
I hope this helps. Have a great day! 

Alina Yakovlieva,

Thank you for responding!, 

could you please elaborate more about the steps that you provided? 

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Hi,

Our team is working on a project for Creatio 8.1.2 (for Linux and PostgreSQL). We collaborate using filesystem mode and save our changes in a Git repository. When uploading changes to the instance, we first perform the "Update packages from filesystem" operation, followed by "Compile." Our project currently consists of slightly over 30 packages. We have encountered several issues when transferring changes to other instances.

At a certain point, we started experiencing problems with uploading changes to the instances. This is particularly noticeable when creating new instances. After connecting the repository and performing "Update packages from filesystem" for the first time, numerous errors can be observed (by going to the /dev view, then selecting all packages and sorting by status in descending order). These errors include information about a broken constraint, a non-existent column in the database, etc. Following this lead, I hypothesized that during the "Update packages from filesystem" operation, many database connections are opened, exceeding the limit defined in the PostgreSQL configuration. I verified it, and the default max_connections option was set to 100. When I increased it to 300, the problem stopped occurring on newly created instances. However, it seems to me that it should not consume such a large number of connections, and I don't think continuously increasing this number is a good solution as our project grows. Is there any option in Creatio to fix it?

Some changes do not work immediately after being uploaded to a new instance. You need to go into the configuration of the specific element and perform the PUBLISH operation on the target instance. Sometimes (although rarely), the system informs us that a given business process requires re-publishing. More often, however, something doesn't work, and it's hard to know this normally. For example, a query to a web service returns 404, even though it was uploaded to the target instance, and the compilation was performed immediately after the upload. Performing a complete compilation does not solve this problem. I have to go into the class with the given web service and re-publish it. The problem is that whether something works after uploading the changes seems completely random. Sometimes restarting a container with creatio, redis and postgres help, but it's not a rule. We test the changes thoroughly on our own instances, but after uploading the changes to the client's production instance, they may not work. We would really have to perform full regression tests to detect all the problems, and this is cumbersome.

Do any of you have similar problems and know how to deal with them? Thanks in advance for your responses!

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Hi Eryk, 

Thank you for your thorough feedback, looking forward to an answer from Creatio because the phrase "The problem is that whether something works after uploading the changes seems completely random. Sometimes restarting a container with creatio, redis and postgres help, but it's not a rule. We test the changes thoroughly on our own instances, but after uploading the changes to the client's production instance, they may not work. We would really have to perform full regression tests to detect all the problems, and this is cumbersome." is exactly something we struggle with. 


More advanced documentation , training and tutorials from Creatio on how to handle this more effectively, ideally with some tools to avoid full manual regression tests, are more than welcome

Bookmarking this feed. 

Cheers, 

Damien

Dear Eryk,

Many connections are created to optimize the installation process. If this approach doesn't work for you, you can disable specific settings in the application's web.config file, reducing the number of connections.
 

Please disable the following features in the external \web.config:
 

UseAsyncSaveSchemaResourcesInstallation
UseBulkSaveSchemaResourcesInstallation
UseAsyncSchemaCaptionsInstallation
UseAsyncPackageInstallation
 

To do this, open the web.config file, locate the above settings, and set their values to false. The lines should look like this:

 

<add key="UseAsyncSaveSchemaResourcesInstallation" value="false" />
<add key="UseBulkSaveSchemaResourcesInstallation" value="false" />
<add key="UseAsyncSchemaCaptionsInstallation" value="false" />
<add key="UseAsyncPackageInstallation" value="false" />
 

After making these changes, please clear Redis, restart the application, perform a source code generation for all schemas, and compile all actions.
 

For any other issues, please create a support request with Creatio, which requires a more detailed investigation.

Best regards,
Andrii

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Hi Team,

When creating a new custom UserTask, I notice that certain field types like 'Unlimited length text' and 'Localizable String' are available in existing UserTasks but are missing in my custom UserTask.I would greatly appreciate any assistance with this. Thank you in advance.

Regards,
Mahalaxmi.G

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Dear Mahalaxmi,
 

Thank you for reaching out regarding the missing parameter types in your custom UserTask.
 

The “Unlimited length text” and “Localizable String” parameter types, which you noticed in existing UserTasks, were removed starting from version 7.17.0. 

These parameter types are still present in UserTasks created in previous versions for backward compatibility, but they are no longer available when creating new UserTasks in the latest versions.
 

I understand how this might be unexpected, and I appreciate your understanding.
 

Best regards,
Andrii

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