Generate the process using BPM tools to export the data to SFTP location

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Hello,
Creatio does not currently have built-in functionality to upload files automatically through a business process. Files can only be uploaded manually via the “Files and Links” detail. 

Thank you!

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Is there any way to remove/hide this blue flag option from the Next Steps for the Section?

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Hi Ramya,

 

Unfortunately, it is not possible to hide the blue flag option in Next Steps using OOTB functionality. This can only be achieved with development tools, but we currently do not have examples of such an implementation.
 
Additionally, we have created a task for the responsible R&D team to consider adding this functionality in future releases.

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Create a two folders in contact page Active users and Inactive users and add 2 buttons Activate and deactivate, after selecting multiple records from contact page when ever we click on deactivate the selected records should me moved to Inactive users folder and it shouldn't  available in Active folder, and from Inactive folder after selecting multiple records and after click on Activate all the selected records moved to Activate folder. how to achieve this using business process.

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Hello!

 

To set up something like this u will need:

 

At first create process which which will deactivate user depends on contact Id. I named it Deactivate sub.

 

  1. 1. Add parameter "Contact" type "Id"

 

 

2. Setup read data element, to find the user connected to this contact.

 

 

3. Modify this user.

 

 

Then create a parent process that will run "Deactive sub" i named it Deactive.

 

  1. 1. Add parameter collection and add inside it parameter type Id.

 

 

2. Add a subprocess parameter which is "Deactivate sub" and set process parameters.

 

 

Add a button to the page, and set it to run the process as it shown on the screenshot.

 

 

Use this to create a similar process for activating users. However, I recommend adding checking if a user exists for this contact.

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Hi!

 

I'm trying to get all items in my detail list on freedom ui in the handler: "crt.SaveRecordRequest".
When enter in this handler, I need to read the values from an especific field from all items in the detail (In the image below you can see the field).
How can I access all items?

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Hello,

 

Here is the example of a handler where I read all values displayed in the list of contacts on the account form page:

{
                request: 'crt.SaveRecordsRequest',
                handler: async(request, next) => {
                  if (request.itemsAttributeName == "GridDetail_9ib3s20"
) {
                    const gridDetail = await request.$context.GridDetail_9ib3s20;
                    let nameColumnValues = [];
                    gridDetail.forEach((item) => {
 
                      nameColumnValues.push(item.GridDetail_9ib3s20DS_Name.__zone_symbol__value);
 
                    });
                    console.log(nameColumnValues);
                  }
                  return next?.handle(request);
                }
            }

 

GridDetail_9ib3s20 - is the attribute name for my test list.

As a result the array of names was logged in the console:

So you can try the same approach on your end.

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Hello, I'm currently trying to make a case stage process where an approval is sent out tothe selected approver by an user. I've set up so that when a case reaches the "Approval" stage a sub-process is run that will open a mini page for asking the approver name by a user.

 

But sub process is not automatically open that page for asking the approver name. Please see the screenshots below:

 

Can anyone please help with this? Any help is really appreciated!

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Dear colleagues,

 

In Classic UI when ran a process we can get resultParameterValues in Client Code.

 

I need to do the same but in Freedom UI client module,

 

I saw some code like this in Academy, Community and so on, but didn't any who shows us how to get process output paramaters

const handlerChain = sdk.HandlerChainService.instance;
const result = await handlerChain.process({
    type: "crt.RunBusinessProcessRequest",
    processName: "UsrSomeProcess",
    processParameters: {
        AccountId: await request.$context.Id,
        InputParameter1: "Some Value 1",
		InputParameter2: "Some Value 2"
 
    },
    $context: request.$context
});
 
if (result.success) {
    // process was sucessfully executed
}

 

Please help

 

Thanks

Julio Falcón

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I saw in the debugging is there some resultParameterValues in the response, but is null and I have one output parameter?

 

Julio.Falcon_Nodos,

Solved! due the debugging resultParameterNames element I tried and works, here the result

 

// Inicialize Process input parameters
var ClienteObject = await request.$context.NCSDetalleDelPedidoDS_NCSCuenta_kn04jps;
var LugarPobladoObject = await request.$context.NCSDetalleDelPedidoDS_NCSLugarPoblado_g8rmatm;
var ProductoObject = await request.$context.NCSDetalleDelPedidoDS_NCSProducto_cuzrngv;
if ( ClienteObject == null || LugarPobladoObject == null || ProductoObject == null ) {
	await next?.handle(request);
 
}
/// Run process
const handlerChain = sdk.HandlerChainService.instance;
const result = await handlerChain.process({
	type: "crt.RunBusinessProcessRequest",
	processName: "NCSPrecioFinalProductoPedido",
	processParameters: {
		DetallePedidoID: await request.$context.Id,
		ClienteID: ClienteObject.value,
		LugarPobladoID: LugarPobladoObject.value,
		ProductoID: ProductoObject.value
 
	},
	/* Process Output Paramters */
	"resultParameterNames": [
		"PrecioFinal",
		"ProcessesRanOK"
	],
	$context: request.$context
});
 
// Result is OK?
if ( result.success && result.resultParameterValues[ "ProcessesRanOK" ] ) {
	// OK, get price
	request.$context.NCSDetalleDelPedidoDS_NCSPrecio_leqtalu = result.resultParameterValues[ "PrecioFinal" ];
 
} else {
	// Some error msg
	console.log( "Error getting price" )
 
}

Julio.Falcon_Nodos,

Julio, excellent find - I assume the start of the process needs to be marked as "run in background" = false? Can you check if your process is marked that way?

Ryan

.

Ryan Farley,

Hi Ryan, 

 

Yes, I have configured it as you indicate. Happy to help you!

Julio

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Hello,

 

we want to use cloud version of PowerBI, that's why we cannot use addon from marketplace (https://marketplace.creatio.com/app/microsoft-power-bi-connector-creatio)

 

As I see, PowerBI has option to get data via OData Feed.

 

But basic authorization doesn't work there (the same in Excel, for example). Do you have any experience how to achive that?

Thank you!

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I want to export creatio contacts data on a daily basis to specific location

I am taking approach of using BPM tools to create a process where I can read the contact data, convert them all in uppercase and then export it to specific location. 

I don't know how to export data after converting them to uppercase

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The latest version of the Excel reports add-on in the marketplace has a process element to generate excel files. https://marketplace.creatio.com/app/excel-reports-builder-creatio

You could possibly use that in a process and then attach it a record or email it somewhere to include the data you want to export. Not sure if that would help you accomplish the task or not, but wanted to mention that as a no code approach to generate an Excel file as an "export". 

However, you could also read the data from Creatio via OData and write it to files somewhere as well.

Ryan

The API is very powerful as well. There is also a product called Starfish that can work. Depends on your level of expertise. We use both.

Is it possible to make automated process to export contact data on a daily basis without using marketplace products?

 

Ryan Farley,

After reading the description and installation part of Excel reports add-on in the marketplace, I came to know that this product will provide analysis reports in Excel file. Is there a way to have process element in process designer which directly takes data and export it in specific location?

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Hi All,

 

We are trying to insert data in a datetime field in contact table from database via API. But the time shown in Creatio is different from the database. For example - one record shows as 2024-01-15 16:54:48.000 in the database whereas in Creatio it shows as 1/15/2024 10:54 AM. We are in central timezone and user profile is set to central timezone. How can we correct this?

 

Thanks

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Hello!

 

Actually it occurs because all dates savings in DB in UTC time zone and only then converting to users according their timezone settings. But when you making API request it returns date same as in DB. There is no possibility to change this behavior at this moment.

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Hello Community,

I added an expanse list like below:

I find the Apply column quite wide, and I want to narrow it down, but I can’t do it through the interface (perhaps the width has hit the minimum column width). I have also gone into the source and adjusted the parameters, but it still has no effect. Anyone with experience, please help me. Thanks very much

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Best reply

Hi,

 

Unfortunately, the current version does not allow for changing the minimum column width. We have not received similar requests before, which is why the implementation of this functionality was not considered. Based on your request, I will create a suggestion for implementation, and we will collect user feedback to assess the possibility of adding this functionality in future versions. 

 

Please stay tuned for updates, and thank you for helping us improve our products!

Hi,

 

Unfortunately, the current version does not allow for changing the minimum column width. We have not received similar requests before, which is why the implementation of this functionality was not considered. Based on your request, I will create a suggestion for implementation, and we will collect user feedback to assess the possibility of adding this functionality in future versions. 

 

Please stay tuned for updates, and thank you for helping us improve our products!

Sergii Zhmurko,

Thanks very much

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