Question

I need urgent help from Creatio support - I have emailed support@creatio.com 

All users of our domain are unable to access for more than 3hours.

It keeps stating we have entered an incorrect username and password - this is not possible for all users across all of our offices, I know for certain my credentials are correct.

 

Support have not responded to my email.

How do I escalate to get a response?

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Hello,

 

Please try to send another email to support@creatio.com, make sure that you have entered correct mailbox address, or try to send an email from a different address so we could process your request.

They have come back to me now thank you.

Try directly by success portal, there you can specify, in this case, the highest priority 

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Hello All, 

is there a way to add a custom Quick filter? let say in the email i want to have a quick filter that has the values of all recipients 

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Hello,

You can check this community post 
https://community.creatio.com/questions/how-add-timeline-filters

Best regards,
Antonii

Hello,

I have reviewed the documents, but I would like to add a new filter element to the existing filter component, similar to the "Owner" quick filter. Is there a way to achieve this?

Thanks in advance

Hello,
Currently, no options exist to add your quick filter to a timeline component. However, this logic is planned to be added in the future releases and our R&D team is working on it.

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Hello,

 

is it possible to define start of scheduled process not in process itself (with Start timer element), but in some system settings or lookup, for example? 

How to start process at that time?

 

Thank you!

Vladimir

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Hello!


To determine when a timer will trigger, there are only three possible ways:

Check the timer configuration in the process settings.

Look at the process properties for details about the timer.

Execute a query on the database tables QRTZ_TRIGGERS and QRTZ_CRON_TRIGGERS.


There is no way to view this information through system settings.


If you need to trigger the process manually, you can find more information about our API at the following link:
Creatio API Documentation - Terrasoft.Core.Scheduler - https://academy.creatio.com/api/netcoreapi/8.0.0/api/Terrasoft.Core.Scheduler.html


Best regards, 
Orkhan

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I need to read all the filters of all the entities via odata. 

https://XXXXXXXX-se-m-se-demo.creatio.com/0/odata/FolderTree

 

When I run the above URL in the browser, it gives me the names of all the folders of all the objects of creatio. I need to fetch the dataset, which is returned by the folder name of the object.

 

 

For example, in the above screenshot, the filter name is "My overdue cases." I need to create or construct a query or Postman URL that will give me all the cases returned by the "My overdue cases" folder tree.

I run below URL in the Postman.
{{BaseURI}}/0/odata/FolderTree(c651a067-8639-f779-0323-e1133cc4cb76)/FilterData

It gave me below response. 


 

However, I cannot identify how to fetch all the cases returned by the "My overdue cases" folder tree.

 

Any help in this matter would be greatly appreciated. 

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One option would be to look at the network tab of dev tools when using Creatio client, you'll see it accessing data using a SelectQuery - what you posted above would be used as the filter for that SelectQuery - you could do the same POST externally. 

Another option, would be to create a custom configuration service to retrieve the records in a filter. The code for the config web service would deserialize the filters, do an ESQ and return the records from the ESQ. You can see how to deserialize the filters in server side C# here: https://customerfx.com/article/programmatically-using-section-folder-filters-in-processes-or-server-side-code-in-creatio/

Ryan

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Hi Team,

 

I created and tested campaigns in lower environment and migrated them to upper environment. I have been able to map campaign record and flow in upper environment; but when I trigger the campaign in upper enviorment, it is not picking up the audience at all. To check if it's a campaign filter issue, I removed all the filters so that campaign picks up the entire contact list; but the problem still persisted. What can be done to resolve this issue? Thanks for your help!

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Hello!
 

We have consulted with our R&D team and due to the fact that the process of campaign transfer is technically very complex and involves many interdependent elements, the recommended procedure is to create campaigns directly on the production environment. At the moment, the system does not support the full transfer of campaigns between two sites. 

We have already submitted a request to our R&D team and they are reviewing the possibility of introducing improvements to the logic of transferring campaigns in future versions of Creatio.

Best regards, 
Anton

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I found out recently that there is a new parameter type than can be selected which is called "Create from element":

 

I already  checked the official documentation and the new 8.2 release notes but I can't seem to find any information about this. Does anybody know what is the purpose of it?

 

Regards.

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Good catch, did not find documentation either.

This allows you to automatically create parameters in the process that match another process element. It’s especially useful for things like  webservices or subprocesses. If you select that parameter type, it will allow you to choose the other element in the process and then it will create parameters that match that process element. If you selected a web service element, for example, it would create parameters for all of the response parameters exposed by the web service (so if the web service returned Property1, Property2 and a Collection of values, you'd end up with parameters for each of those, mapped to the web service already.  Definitely a time saver. 
Ryan

Thank you very much for your quick response! What other use cases could be good for this new parameter?

 

Regards

Alejandro González Momblán,

That's really it - it's not even actually a parameter in itself - It's more of a parameter generator. The point is to have it generate the needed parameters to work with some other process element, saving you the need/time to create them all yourself. 

Ryan

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Hi,

We are using the power bi connector. But when we try to get data from tables that have large volumes of records, we use the formula ‘Creatio.GetBigData’. But it is giving the following error:

Formula.Firewall: The query ‘Invoked Function’ (‘Source’ step) is accessing data sources that have privacy levels that cannot be used together. Please rebuild this combination of data.

Does anyone know how to overcome this problem?

 

Thank you. 

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Hello,

To proceed further, please advise us with the following information:
- Step-by-step instruction on how to reproduce this issue
- Screenshot of the error

Thank you in advance!
 

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For the data received from Microsoft Power Automate, such as the following example: {"Q1":"1","Q2":"[\"Option 1\",\"Option 3\",\"Another Information\"]","EntityName":"UsrInfo"}, how should I record the information so that the values in Q2 are registered in separate columns?

Example:
Q1 – 1
Q2 – Option 1
Q2 – Option 3
Q2 – Other Information

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I don't think the OOTB webhooks will handle that structure. You'll probably have to have it go to a text field, which will store the array as a text string, then use a process on record added to parse it to put in the correct places.

Ryan

Thank you. Based on my research, this seems to be the most suitable solution. Do you have any example of a process that performs this transformation?

Hello!

 

OOTB webhooks will not handle such a structure. 

You can use Business Processes with Custom Script Tasks. You would need:

  1.  -Parse the JSON data using a Script Task.
     -Loop through the Q2 values and save them using a Data ScriptTask.
     -Trigger the Process
     -Integrate the process with the incoming data from Microsoft Power  -Automate via:
     -Webhooks: Call a Creatio web service with the JSON payload.
     -Integration Process: Use the Creatio API to receive the data directly.
     

Kyrylo Atamanenko,

Hello! 

Do you have any example of a script to convert the data ["Option 1", "Option 3", "Another Information"] into an object and insert it into the database?

Thank you. 

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Dear colleagues,

 

I have a problem when deleting records in a detail, when the deletion is one by one we can manage it, but when the user selects several records and deletes them, the deleted record trigger is not activated.

 

  1. How can this kind of massive deletion event be detected?
  2. Is it possible to remove from the detail menu the option to select multiple records?

 

Thanks in advance

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Best reply

Julio.Falcon_Nodos,


Hello,
 

The button is added in the addGridOperationsMenuItems method of the BaseGridDetailV2 schema, depending on the value of getSwitchGridModeMenuItem.


To remove the button, simply override this method in the desired detail with the following value:


methods: {
   getSwitchGridModeMenuItem: function() {
       return false;
   },
}
 





However, it’s important to note that removing the button does not disable the ability to select multiple records, for example, using the "Ctrl + Click" combination. Unfortunately, disabling multi-selection entirely is not possible for Classic UI details.

Best regards,
Pavlo

Hello,
 

Creatio does not have a separate event for multi-delete event; each delete operation will be processed separately.
 

I was unable to reproduce the behavior where logic tied to the deletion event of records fails to execute in case of multi deletion.

 Could you please provide more details about your mechanism's configuration?
 

Regarding the possibility of removing multi-select in a detail, in Freedom UI, you can configure this in the page designer by unchecking the "Multiselect" parameter. 


Unfortunately, this is not possible in Classic UI.
 

Best regards,
Pavlo!

Pavlo Sokil,

Thanks Pablo, of course is for a classic ui detail..

 

I think it's possible to solve, you can see some approach on the last comment in the article on https://community.creatio.com/questions/hide-delete-button-condition

 

The problem is there not enough documentation, but I think I'm on right way, at this time didn't know how to continue to hide, from the detail menu, the select all records option.

 

Regarding to detect, in a process a massive delete, no idea if it's possible :-(

Julio.Falcon_Nodos,


Hello,
 

The button is added in the addGridOperationsMenuItems method of the BaseGridDetailV2 schema, depending on the value of getSwitchGridModeMenuItem.


To remove the button, simply override this method in the desired detail with the following value:


methods: {
   getSwitchGridModeMenuItem: function() {
       return false;
   },
}
 





However, it’s important to note that removing the button does not disable the ability to select multiple records, for example, using the "Ctrl + Click" combination. Unfortunately, disabling multi-selection entirely is not possible for Classic UI details.

Best regards,
Pavlo

Thanks Pavlo! it works

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Hi Community,

Is there any way to bind Inactive Lookup Values?

Sasor

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Hello.
 

We have tested this behavior and it looks like there shouldn't be a problem.
We used the following scenario:
1) Created a custom package in which we created a replacement for the ActivityCategory object with the “Allow records deactivation” option enabled.

ActivityCategory


2) Created two test records through the lookups, for one of which we set the “Inactive” = true

ActivityCategory

3) Create a data binding in the package from step 1 for the ActivityCategory object, add the “Inactive” column to the data binding, and add two records.

ActivityCategory
ActivityCategory

4) As a result, in the exported package we see the created data binding with two records, for one of the records the Inactive attribute is set to true.

ActivityCategory

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