Hi,

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?

 

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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)

I have configure below on designer page .

Below is code behind. Help me where\how i will get the ID of uploaded File.  Help me in detailed way.

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. 

khushbu kumari,

I think you'd need to do this via code in order to capture the request result and perform the update after

  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.

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hello everyone! im having issues adding business rules, im trying to add a "filter" option in the "then"action but it is missing, any idea of why?

 

i am using freddom ui pages 8.2 version

 

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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. 

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Dear,

When adding a new element to a detail, I would like to know if it is possible to filter these elements.

For example, in the account competitors detail below, I would like to only display accounts whose type is competitor.

 

Competitor


So in the page that appears how to filter the accounts by type ?

Select competitor

Is it possible to do this type of filter or do you have to go through an intermediate page ?

Thank you !
Nicolas

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Hello!

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:


https://academy.creatio.com/docs/8.x/no-code-customization/customizatio…

If you're working specifically with a lookup field on a mini page, you can also filter its values by setting up a business rule:

https://academy.creatio.com/docs/8.x/no-code-customization/customization-tools/ui-and-business-logic-customization/freedom-ui-business-rules

 

Thank you!

 

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Hi.  

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.

Thanks
Rob

 

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Hello Rob,

 

You can customize your email sending process using the instructions and examples from the article https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/8.1/platform-customization/classic-ui/emails/sending-emails/overview.

 

If you want to add the header to your email you can it by creating the configuration file of the email and specifying the header there.

 

For example: 

 

var message = new Terrasoft.Mail.Sender.EmailMessage
{
	// Sender email address.
	From = "Sender@email.com",
	// Recipient email addresses.
	To = new List<string>{ "first@recepient.co", "second@recepient.co" },
	// Copy optional
	Cc = new List<string>{ "first@recepient.co", "second@recepient.co" },
	// Hidden copy optional
	Bcc = new List<string>{ "first@recepient.co", "second@recepient.co" },
	Subject = "Message subject",
	// Email body.
	Body = "Body",
	// Priority, Terrasoft.Mail.Sender.EmailPriority enumeration values.
	Priority = Terrasoft.Mail.Sender.EmailPriority.Normal,
	// Headers you want to add to your email
	HeaderProperties = new List<Mail.Sender.EmailMessageHeader>
	{
		new Mail.Sender.EmailMessageHeader
		{
			Name = "X-Auto-Response-Suppress",
			Value = "All"
		}
	}
};

Hello,

Are we discussing marketing bulk emails or regular emails sent via Exchange\SMTP?

Oleg Drobina,

Not bulk.  These are individual emails, sent out to a user (or other person) based on some data entry firing a trigger/process.

Thanks.

 

 

Hello Rob,

 

You can customize your email sending process using the instructions and examples from the article https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/8.1/platform-customization/classic-ui/emails/sending-emails/overview.

 

If you want to add the header to your email you can it by creating the configuration file of the email and specifying the header there.

 

For example: 

 

var message = new Terrasoft.Mail.Sender.EmailMessage
{
	// Sender email address.
	From = "Sender@email.com",
	// Recipient email addresses.
	To = new List<string>{ "first@recepient.co", "second@recepient.co" },
	// Copy optional
	Cc = new List<string>{ "first@recepient.co", "second@recepient.co" },
	// Hidden copy optional
	Bcc = new List<string>{ "first@recepient.co", "second@recepient.co" },
	Subject = "Message subject",
	// Email body.
	Body = "Body",
	// Priority, Terrasoft.Mail.Sender.EmailPriority enumeration values.
	Priority = Terrasoft.Mail.Sender.EmailPriority.Normal,
	// Headers you want to add to your email
	HeaderProperties = new List<Mail.Sender.EmailMessageHeader>
	{
		new Mail.Sender.EmailMessageHeader
		{
			Name = "X-Auto-Response-Suppress",
			Value = "All"
		}
	}
};
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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?

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Ruslan, good afternoon!

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.

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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.

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sprity,

You should be able to achieve your business idea by simply creating several Cases (https://academy.creatio.com/docs/8.x/no-code-customization/bpm-tools/dy…) depending on a value of some field.

Unfortunately, it is not possible to dynamically show/hide some stages within one Case. 

Hello,

Please describe in more detail how exactly you expect this logic to work.

Mira Dmitruk,
 

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

sprity,

You should be able to achieve your business idea by simply creating several Cases (https://academy.creatio.com/docs/8.x/no-code-customization/bpm-tools/dy…) depending on a value of some field.

Unfortunately, it is not possible to dynamically show/hide some stages within one Case. 

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good evening,

 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? 

please advise and thanks in advance!

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Hello,

The task you mentioned can't be done using out-of-the-box tools, but it can be developed with some customization. 

Here are a couple of helpful links with example implementations that might point you in the right direction:
https://community.creatio.com/questions/how-can-i-hide-details-mobile-application-based-business-rules https://community.creatio.com/questions/how-hide-detail-mobile-based-condition


Best regards,
Malika

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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.

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I have integrated a email inbox in communication panel Emails. Now, I want to do below things.

  1. Every time I receive an email to that inbox, I want to check if the attachments are there.
  2. If the attachments are there, then I want to read the content(blob) of the file and send it to a REST API through web service.
  3. The API will return something, I want to save that to an object.

This is what I did so far:

I have created a BP which will trigger when an activity is created. I am able to read the activity but not able to read the attachment. 

When I am trying to set find query under filter records for read data component its getting reset after I refresh.

I have attached the screenshots for reference.


This is what I want to set:

The condition I want to set

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Once I refresh the page or if I switch between system actions its being reset to below condition:

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Hello,

You should use the Process file element for this:

https://academy.creatio.com/docs/8.x/no-code-customization/bpm-tools/pr…

Hi Mira,

Thanks for the response.

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?

Sagar Rodda,

Here are the instructions on working specifically with the files via API:

https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platfor…

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);
 
return true;

 

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Hello,

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.

So far i made an angular app to test, according to this guide :
https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platfor…


Now that my angular app is ready to upload, it seems i can't do it because our creatio development instance is not deployed on-site : the system cannot be used with file system development.
(https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platfor…)


Is there any workaround for this ?

Should i try to make it in a different way ?


Best regards.
Patrice

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Great ! Many thanks Ryan, i will try 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 :/

Have you installed the correct clio tool? There are other tools available for installation with the .NET tool. Did you use 

dotnet tool install clio

and what is your output for this command:

clio ver

I installed clio with "dotnet tool install clio -g"
the output of clio ver is :
[INF] - clio:   8.0.1.32
[INF] - gate:   2.0.0.34
[INF] - dotnet:   8.0.14
[INF] - settings file path: C:\Users\myuser\AppData\Local\creatio\clio\appsettings.json

Hello,

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).

Thanks for the tip, i finally could create workspaces : 
it was an appsettings.json issue, the environment id was incorrect in that place. 

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