I’m trying to upload a document to a custom table named RequestSysFile. Along with the document, I need to store an additional field called “Type of Document”, which comes from a field on the screen/form.
However, I’m not able to pass this additional data to the RequestSysFile table during the upload process. Could anyone guide me on how to include this extra field while uploading the file?
I assume you're using crt.UploadFileRequest for the upload? I believe that request might return the uploaded file's Id, you could follow it up with an update to set the other field (I don't believe you can include it in the upload, but I've not tried that)
Also i tried with Business Process(insert signal on sysfile) , but on upload File, Screen details are not getting Saved. I am not able to get the document type data in Business process.
I am trying to update the selected document type in Solicitud object. but it is giving Internal server error.
Below is the code i have written in client side code. Am i doing anything wrong here or any setup is missing to use model class. Note: i have already added “@creatio-devkit/common” to the modules page.
There are two types of business rules, page-level business rules and object-level business rules. Filters are object-level business rules. In your screenshot you're showing page-level business rules. The object-level rules would show below those on the left side, but the fact that those are missing in your screenshot likely means that the page doesn't have an object data source.
There are two types of business rules, page-level business rules and object-level business rules. Filters are object-level business rules. In your screenshot you're showing page-level business rules. The object-level rules would show below those on the left side, but the fact that those are missing in your screenshot likely means that the page doesn't have an object data source.
Yes, it is possible to filter the records available in the lookup when adding a new item to a detail in Freedom UI.
To do this, you can set up a static filter on the list component or mini page that opens when you add a new record. For your use case — displaying only accounts with the “Competitor” type — you can apply a filter on the Type field of the Account object.
You can find more information about setting up static filters in Freedom UI in this article:
We use Creatio to automatically send out emails to users based on certain triggers. There is typically 50-100 a day -- We then get many "out of office" responses back, which are unnecessary.
Is there a way to add to the email headers that Creatio generates? If we could add "X-Auto-Response-Suppress: All" to the header, we would eliminate most if not all "out of office" responses.
Good afternoon. I am a new user of the CRM. I registered and booked a meeting, but no one showed up. I am a developer, and I need an account for test calls. Together with a telephony specialist from UniTalk, we completed all the setup, but we still couldn't make a call. Is it possible to fix this issue so that I can fully use the CRM during the testing period?
Could you please provide more details on which settings you need help with in the configuration? Please also provide more detailed information about where exactly you're encountering difficulties - at which step of the configuration the issue occurs.
Hey Community I'm trying to implement a use case where the visibility of a particular stage in the DCM flow bar can be manipulated. I did observe that the Qualify status object ( which has a link to lead) has a column called IsDisplayed . How does this work ? (Is it only for setting the values in the flow bar or can the visibility be dynamically controlled as well ?). I'm looking to implement this in a custom section.
Hey , Let’s say you have a stage lookup, a custom section (e.g. Product), a related configuration section (e.g. Product Config), and a detail (Stage Config) inside the Product section that maps which stages apply to each product.
For example:
Product A is configured with Stages 1, 2, and 3
Product B has Stages 1, 2, 3, and 4
So when a user is working with Product A, the DCM (progress flow bar) should not display Stage 4
I was looking at the documentation for creating business rules on the mobile app looking for a solution to set a business rule where a detailed is displayed once a task is completed. for example, in leads there is a task to qualify the lead once completed then a new tab with a detail populates. Is this possible with the custom business rule method?
We have an email with over 180,000 recipients. We would like to throttle this in parameters to send 20,000 emails a day. However, the "delay between emails" is confusing. What would be the best way to set up the parameters to achieve sending 20,000 emails per day beginning at 7:00 AM? Thanks in advance.
Yes, I used Process file.. Now, I want to send the file to a REST API using web service. I see there is no direct support to send the file. If I want to send the Base64(rich text) version of the file, how can I do that?
Thanks for sharing the link.. I have added the code to meet my requirement. Its giving an error.
/* The file content. */
var content =new byte[]();/* Create a unique ID for the new file. */
Guid RecordId = Get<Guid>("RecordId");/* Create the "EntityFileLocator" instance identified by "recordId" and stored in the "ActivityFile" database table. */
var fileLocator =new EntityFileLocator("ActivityFile", RecordId);/* Pass the created locator to the method of the "UserConnection" class. */
IFile file = UserConnection.GetFile(fileLocator);using(Stream stream = file.Read()){/* Retrieve the file content and save it to the array. */
content = stream.ReadToEnd();}
var base64 = Convert.ToBase64String(content);
Set<string>("FileBase64", base64);returntrue;
on freedom-ui, i would like to add a custom sidebar component, to handle phone calls notes. When a call is over, the sidebar would open to let the user enter some notes about it.
mmm, i cannot create clio workspace : "Error running command ClioSQL.createw: Command failed: clio createw . This is likely caused by the extension that contributes ClioSQL.createw."
I tried to reinstall .NET 8 / clio 8.0.1.32 / clio-explorer, but no luck :/
try running clio createw manually (via terminal in your project directory). If you get an error, the output will provide more details (e.g., missing parameters, authentication issues, or misconfiguration).
