Hello,

We see that you have already created a case regarding this issue directly for our support team and we will process the request in that case.

Good!

Where is the boundary between official Support ticket and the end-user community?

Issue was resolved by chaging the logic to: Equal to Other statuses, Save, Save, exit - Login and restart the app.

This issue is resolved.

Hello,

We've made changes in the product so that when you write a message to create a case on the portal, it now shows up in a feed along with the case description. This happens due to a process called "CreateFeedMessageFromCaseDescription."

If you prefer, you can turn off this feature.

Bogdan,

Thank you :)

Hello,

We have registered an idea and forwarded it to our R&D team for further review and implementation in one of the upcoming releases.

Unfortunately, we do not have an exact ETA for this feature.

Best regards,
Yuliya

Anybody have any experience of working with such a setup?

It would be great to have the view be able to inherit permissions from some object that the view has as a lookup column. However, I don't believe that is possible. What I typically do is this:

1. Create a view and include as a column some other object that has permissions (for example, if the view includes an Opportunity lookup column and the account has permissions)
2. Anywhere the view is used, include a filter condition that some column on that related object is not null (that would never be null). Plus it cannot be the Id or the column used as the display value. Example, if my view has a lookup for Opportunity, I could use Opportunity.Stage is filled in.
3. Using this approach, the user will only see the rows corresponding to the related record that they have access to, since if they cannot view the related opp the Stage will return a null value. 

It's not ideal and definitely not secure, but it does limit the view rows to what the user can see on the related object.

Ryan

Yeah that's a clever workaround, many thanks Ryan! Agreed about the security aspect, but for the the cases where it's just about having those record permissions used to define non-security visibility as I currently have for the base entity it will work for now.

It would definitely be good for the view entities to be able to inherit permissions from lookup columns though, and feels like it would be a relatively quick win for Creatio to add, as most of the functionality around that would already exist. It could even be done in a no-code way by enabling the creation of these view-based entities directly in the config, effectively adding a logical layer to the platform which would be great for filtered views into the data and adding virtual calculated fields. So much utility to be had with such a logical layer.

Hi Frank!

The "From" field will be filled depending on the "Default sender" selected by you when replying to an email in the Conversation tab.


 However, if you are writing the first email in the thread without replying to the previous one, the "From" field will not be automatically filled if you have selected "Use case source mailbox". Instead, it will be filled with the value of the "Default mailbox" if this option has been selected.

I hope I have answered your questions!

Pavlo Sokil,

Is it possible to filter or include custom functionality  to  the From and To  fields in any way possible ?  

The "form" field should be default equal to the contact that open the request 

and the "To" field"  need to be filtered by another setting related to the request dat

Regards

Rakshith Dheer

Rakshith Dheer Reddy,

can you please clarify if it's needed in Freedom UI or Classic UI?

Rakshith Dheer Reddy,

and what if the contact that opens the page doesn't have an email address? 

Rakshith Dheer Reddy,

For "To" field we can select multiple emails (even custom email, not from dropdown). So it will be enough to set attribute "{name}_To" attribute within crt.HandleViewModelInitRequest hook. An example you can find here:

With "From" field the situation is a bit harder because there are some box logic behind that. But for that case we have input property "defaultSenderRequest" that identifies request for getting default From. You can override it behavior and return default sender that you need. Example:

export class CustomDefaultSenderComposerHandler extends BaseRequestHandler {
   public async handle(request: DefaultSenderComposerRequest): Promise<string> {
       //some custom implementation
       return ''some_custom_mailbox@email.com";
   }
}

Hello!

Please create a case for the Support Team via support@creatio.com and provide all necessary details for the investigation (screenshot with errors, instance, external access to it).

Best regards, 

Mariia

Hello Andrii,

Basic capabilities don't allow the column to multiline properly. Yes, the <br> tag can be added, but this will make the title overlap the top border of the detail that is between the records and column titles. The only possible way is to play with CSS, but unfortunately we don't have any specific example for it.

Hello Mirla,

 
Thank you for reaching out. We've thoroughly examined your issue. Unfortunately, there is currently no automatic addition of a meeting button for Google Meets sync activity.   

Let me explain the logic of this functionality in more detail. When you add a meeting link to the activity “notes” field with a meeting link, this button is automatically displayed. 

As a workaround, when you create an appointment in Google Calendar, you can add a link to the description in the meeting details. And in this case, during synchronization, this data will automatically be transferred to the "Notes" field in Creatio and the Join button will appear automatically.

   


Additionally, we offer a connector on the Creatio Marketplace that may address your business needs: https://marketplace.creatio.com/app/google-meet-connector-creatio .

However, we understand that this solution may not be ideal for you. Rest assured, we have already registered an idea for the development department to create this functionality.

Thanks for making Creatio better! 

Halyna Parkhomenko,

I see! thank you for the workaround and all the info! 

Hello!
Absolutely, you can export the package:https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platfor…;
Then install it in your local environment. 
Once the package is installed and unlocked, you can download the package contents into file content: https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platfor…
 

Hello!

It is impossible to configure default values for page types in the Quick Add menu. 

Default values are configured only for object fields. If a specific field type is used, the same default value will always be used for any typed page.

Thanks for reaching out!

Hi there.

I have very similar but slightly different task. I need to throw forward param values from current page to new record which is being created through lookup field on current page. I configured view diff like this 

			{
				"operation": "insert",
				"name": "ListAction_n8p4gak",
				"values": {
					"code": "addRecord",
					"type": "crt.ComboboxSearchTextAction",
					"icon": "combobox-add-new",
					"caption": "ComboBox.AddNewRecord",
					"clicked": {
						"request": "crt.CreateRecordFromLookupRequest",
						"params": {
							"defaultValues": [
								{
									"attributeName": "Account",
									"value": "$PDS_ClvAccount_p18pos2"
								},
								{
									"attributeName": "Contact",
									"value": "$PDS_ClvContact_ecd3h26"
								}
							]
						}
					}
				},
				"parentName": "Task_ComboBox",
				"propertyName": "listActions",
				"index": 0
			},

and I also tried to rename DefaultValues to additionalDefaultValues as debug led me to this could be possible property's name, but that didn't help. And now I see this thread. So it seems that handler "crt.CreateRecordFromLookupRequest" doesn;t allow at this point to process default values at all?

BTW this handler isn't described in academy handlers schema section | Creatio Academy

Is there any plans to develope that handler to be possible to pass default values ?

NB It could be great to have params for each type of handler to be described in academy's article like in articles for validators and converters converters schema section | Creatio Academy