8.0 | Community Creatio

Ramya R

09:06 Nov 22, 2024

Hi everyone,

Is it possible to change the thumbnail image on the attachment grid to a custom image?

Regards,

Ramya

1 comments

Anhelina

15:26 Nov 22, 2024

Hello Ramya,

Unfortunately, it's impossible to change the image mentioned above.

We've registered the suggestion to the responsible R&D team.

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Overriding shell page

sprity

08:20 Nov 22, 2024

Hey Community, i'm trying to write a piece of code which will show a popup to the user on login. Thinking of overriding the shell page for the same,but unable to find the sourcecode.Has any one tried it before.I'm specifically trying to show the pop up on this page.

1 comments

Best reply

sprity

09:32 Nov 22, 2024

Hey community,
I found the client module it is called BaseShell

sprity

09:32 Nov 22, 2024

Hey community,
I found the client module it is called BaseShell

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cases

Studio_Creatio

8.0

How to create a support request (Case) via API?

Adrian Arroyos

00:27 Nov 22, 2024

We've been building out API data flows into Creatio including automated order/invoice creation from cart data and webinar registrations from our website. We are now creating a support request form on a website that should create a case linked to a matching contact in the CRM.

Retrieving the contact ID isn't a problem, but we're stuck trying to figure out how to create the new Case. We can query the /Case endpoint and see existing case data. How do we POST a new case?

And will we be able to take file uploads from the webform and submit them into the /CaseFile object? Or will it have to a linked reference like a URL?

Thanks in advance!

3 comments

Ryan Farley

18:06 Nov 22, 2024

You would just POST to https://mycreatiourl/0/odata/Case with a payload that is structured using Case columns, something that looks like what you get when you GET an existing case. You only need to include the columns you're setting in the new case, not all columns that you see in that payload.

Ryan

Ryan Farley

18:08 Nov 22, 2024

As for adding a CaseFile, I use the FileApiService endpoints for that, which is what the Creatio client uses as well. If you look at the network request in the dev tools when you add an attachment to a case, you'll see it uses FileApiService - you can use this externally as well to mimic the same request as it does internally.

Adrian Arroyos

23:48 Dec 10, 2024

Ryan Farley,

Thanks for your help on this Ryan. It worked like a charm.

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Marketing_Creatio

8.0

EvenTarget update via integration

Artem Evdokimenko

16:59 Nov 21, 2024

Hi, everyone!

I have a task for updating EventTarget status and some other fields triggered by event in external system via integration. And I'm looking for the simplest way how to do that. Is is possible to update data with help of posting json request to GeneratedObjectWebFormService.svc/SaveWebFormObjectData? Or is there any other not very complicated way how one can do that?

Thank you!

1 comments

Ryan Farley

17:25 Nov 21, 2024

Easiest way is to use Creatio's webhooks. Look up webhooks in the Academy. They only do inserts, not updates, but you can create an object that is where the webhook for your case gets added, then have that trigger a process that locates and updates the needed record (and then deletes the webhook created record)

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Studio_Creatio_enterprise_edition

8.0

Populate a Date field in Leads_FormPage from AddTaskMiniPage

Sasori Oshigaki

12:12 Nov 21, 2024

Hello Community,

We have created a button in Leads_FormPage that opens AddTaskMiniPage

Code in Leads_FormPage that opens the AddTaskMiniPage

  {
        request: "usr.OpenTaskModalPageRequest",
        handler: async (request, next) => {
            const handlerChain = sdk.HandlerChainService.instance;
            await handlerChain.process({
                type: 'crt.OpenPageRequest',
                schemaName: 'AddTaskMiniPage',
                $context: request.$context,
                scopes: [...request.scopes]
            });
            return next?.handle(request);
        }
    }		,

Our end goal: We want that upon the Activity is created (Save button clicked in AddTaskMiniPage) the value of 'Start' field in AddTaskMiniPage, is copied to another Date field in the Leads_FormPage.

How can this be acheived?

Regards

Sasor

3 comments

Yevhenii Grytsiuk

17:17 Nov 21, 2024

Hello Sasori,

You can try using BP for this case. For example, when you save a record in a mini page, you also run a business process that will update a value in your lead record. You pass date value to the BP and set (update) relevant field in the lead record.

Ryan Farley

17:19 Nov 21, 2024

An easy way to accomplish this is to just use a process with a signal of Activity added with Type=Task, Category=To do, Lead is filled in. Then update the lead with the date. If you have live data updates enabled for the Lead object you'll even see the screen refresh with the value.

Ryan

Sasori Oshigaki

12:41 Nov 22, 2024

Ryan Farley,

Thank you for your input! However, the challenge with this approach is that there might be multiple activities associated with a single Lead that have this specific configuration (Type = Task, Category = To Do, Lead is filled in).

Would it be possible to handle this scenario directly via the Frontend instead?

Looking forward to your thoughts!

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TimeLine

8.0

Custom Record type in Timeline

Andres

17:18 Nov 20, 2024

Hi everyone,

We have a custom section, and we’d like to enhance it by adding a timeline that includes a custom object.

Is it possible to include a custom object in the timeline? For example, alongside Tasks, Emails, etc., we’d like to display data from our custom object as well.

Additionally, is there a way to customize how one of the existing objects is displayed in the timeline or modify which fields are shown? For instance, in the case of the Opportunity tile, can we change the fields that are displayed?

Any guidance or documentation on these topics would be greatly appreciated.

Thanks in advance!

1 comments

Hanna Skalko

17:31 Nov 28, 2024

Hello,

Both tasks are possible to implement. However, it will include slight low-code development in your system.

Here are the few articles that can be helpful in fulfilling your tasks:

Customize the Timeline component

Customize timeline

Create the Timeline tab tiles bound to custom section

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Studio_Creatio

8.0

Parsing Webhooks

Harry

12:23 Nov 20, 2024

Hi All,

I've got an incoming webhook where the application on the other side is unable to conform to the request body that Creatio would like.

Is there any straight forward way to parse a webhook in a different way? My other solution is some middleware code which ideally I don't want to do.

Anyone encountered this before?

Thanks in advance.

3 comments

Vladimir Sokolov

12:16 Nov 21, 2024

Hi Harry,

We've created our custom process, that reads our webooks filtered by API Key:

And then custom processing written by code

Kind regards,

Vladimir

keith schmitt

16:09 Nov 21, 2024

We do this via Script task. It is the only way I have seen for it to work.

Harry

18:50 Nov 21, 2024

Thank you both. Vladimir - will try that approach!

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Sales_Creatio

8.0

Not receiving Webhook URL - Failed to get API Key

Victoria Armand Ugon

19:19 Nov 19, 2024

Hi,
When trying to get webhook url I am getting the following message: "Failed to Get API Key. Service Connection error".

I have followed the steps of the following documentation:

https://academy.creatio.com/docs/8.x/no-code-customization/base-integrations/webhook-service-integration/retrieve-a-webhook

Is there something else I could be missing?

2 comments

Ryan Farley

19:44 Nov 19, 2024

You'll need to contact support. I've had several systems that were missing the needed system settings to create the webhook links. They'll need to verify/add them.

Ryan

Anton Starikov

02:49 Nov 20, 2024

Hello!

Please contact us on support@creatio.com. We will help you to verify/add all necesary settings.

Thank you!

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Sales_Creatio

8.0

How can I add a new lookup value to the "Result" field in the Tasks section?

陳大鈞

11:08 Nov 19, 2024

I would like to inquire whether it is possible to add a new lookup value to the "Result" field in the tasks section. Additionally, I have observed that the "Result" and "Category" fields appear to be interconnected. Could you please confirm if their linkage is determined by the process? I have not found any related configurations in the page rules.

1 comments

Alina Yakovlieva

15:36 Nov 19, 2024

Hello!

Values to the "Result" column in Tasks are defined in the lookup "Activity results".

You are correct, the fields Result and Category are connected, and the filtration used by them are defined in lookup "Activity results":

Have a great day!

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landing pages

8.0

Building landing pages

Gareth Osler

19:01 Nov 18, 2024

In the recent Creatio video 'Creatio 8.2 Energy Release'[1] at 27:40 the video illustrates how to "easily build landing pages using no-code tools" with the landing page linked to a Web page element in the Marketing Campaigns editor. I cannot see how this is done so assume it is a feature for a future 8.2 release? Thanks,

[1] Creatio 8.2 Energy Release: The New Era of Business Automation with AI and no-code - YouTube

8 comments

Ryan Farley

19:43 Nov 18, 2024

I was wondering about that as well. I also cannot find the new email designer mentioned in the 8.2 release notes. Hopefully someone from Creatio can chime in and provide some clarity on those.

Ryan

Antonii Viazovskyi

20:48 Nov 18, 2024

Hello,

In order to use the Email Marketing app, you need to install the Email Marketing application.
Email Marketing application can be installed from the Marketplace.
https://marketplace.creatio.com/app/email-marketing
In the Application Hub, it is also available to be installed. Please notice that it is compatible with the 8.2.0 version.

More information regarding the Email Marketing app can be found in this article:
https://academy.creatio.com/docs/8.x/creatio-apps/products/marketing-tools/email-marketing/email-marketing-overview

Best regards,
Antonii.

Ryan Farley

21:56 Nov 18, 2024

Antonii Viazovskyi,

Thanks! I've been looking everywhere but the marketplace 🤦🏼‍♂️. Do you know about the landing page builder that Gareth mentioned from the 8.2 release video?

Ryan

Damien Collot

08:21 Nov 19, 2024

Fair point, could not find the landing page builder anywhere either

Vladimir Sokolov

10:10 Nov 19, 2024

As far as I noticed, that was the Landingi builder.

Damien Collot

10:18 Nov 19, 2024

Vladimir Sokolov,

Indeed, but here natively integrated in Creatio. But there's not much more information currently than this presentation of when we can expect the release.

Regarding the new email marketing: Has anybody noticed any missing feature that used to be present in classic UI or all is there already 😊 ?

Ryan Farley

19:47 Nov 19, 2024

Damien Collot,

For the Email Marketing package and the new Email designer. It's lacking quite a bit. There's no support for selecting a template to start with, no reusable blocks - you're starting 100% from scratch each time you create an email. The adding of merge fields is clunky and limited. The overall designer is a bit confusing (which comes from the 3rd-party component Creatio is using) There's actually quite a bit missing that makes it unusable IMO. I won't be moving anyone to it anytime soon.

Ryan

Damien Collot

14:31 Nov 20, 2024

Ryan Farley,

Thanks for the feedback, another half-implemented Freedom UI version of its classic counterpart 😖. Hope we will not have to wait too long before we can switch, currently builder starting to be quite old.

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