Hello.

Do you know if there is a way to search for multiple records?
For example, can I enter the name of a record and separate it with a comma or a semicolon from another so that the platform brings me both records in the search or several if I use the same sequence.

It would be something like Record1; Record2; Record3

Or do you know of any other way I can search for multiple records by name?

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Hello,

Basically, you can use advanced filter, where you can search for records using multiple keywords. As for the search component or global...MoreLess

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Dear community!

Does someone thinks about such a feature?

To let operator user work with chat channel from mobile application?

Maybe, Creatio team have it in the backlog?

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Hello,

Currently, there is no possibility to work with chats in the mobile application. However, we have already registered a task for our...MoreLess

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Hi Community,

On change of a specific field's value, the case should be updated automatically without any user interaction or confirmation needed to replace the case.

I want the case to be automatically replaced based on its condition.

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Hello,

Any updates on the issue I'm currently facing?

Thanks

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Good afternoon,

I'm looking for a no-code solation that would prevent a user from adding a new "active" contract to an account if one already exists.

Example,

"Account A" has "Contract X" which is currently active. We would like to prevent a user from adding "Contract Y" to "Account A" since it already has an active contract. Is this possible without code? Currently on 8.1.5.2177 if that makes a difference . 

Regards,

Michael

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Hello,

You can create a business process, using no-code tools that, when creating a contract, will check if a contract exists for that account...MoreLess

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I want to attach a pdf to an email template. I tried an add on from the market place but it is not helping as it is the same as adding an attachment to a record. How do I do it? 

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Dear Prachi,

You don't need any Marketplace to this task. In a process Email task you can add attachments, see the image

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Hello @Community,

I am using Creatio API OData4 to get the data from Creatio Object Collection.

I wanted to filter the data base on date and time. Is there a way to get only last 3 months data with Odata4?

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Hello Community,

I would like to filter data in my dashboard (Freedom UI) from Approval object based on the role of the currently logged in user in the Approver field. However I could not find a way to achieve this at design time (possible way was to use a macro but it does not allow this). Please see attached screen shot. I have used a View to fetch data from the Approval object. Is there a way to filter the data possibly through code or from the View itself?

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Hello,
 

Unfortunately, it is not yet possible to build a filter with Approvals object when using the new Approval mechanism with the basic...MoreLess

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Hi, all mentors, 

    I'd like to compare Product previous price after user update the product price, if the price change, I can use BP to notify related user . So, I add one column into product (UsrPreviousPrice) , and try to store the product previous price in it.

   However, I am new in object event handling and c#, but I believe it will help solve the issue, right now I don't know how to write the script task part. Please help clarify any errors. 

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Hello Jeffrey,

Could you please clarify the business task? Correct me if some step is wrong:

  1. 1) The system user updates the price on the Product...MoreLess
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Hi, folks. By default, custom angular components have no setting UI panel, as on screen. I haven't found any info in docs, so maybe here somebody knows how to add user-friendly way to set up component?

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Hello,
​​​​​​​
Unfortunately, for now, the system does not support such no-code option. However, already informed our developers about this option...MoreLess

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Hi all!

We have a DB view that contains predicted vacation balance for each person, with effective Date and Vacation balance value. 

When creating dashboard each person can view his/her data, we see that dashboard rounds up decimal values of vacation balance to closest integer. Can this behaviour be changed? Either to show actual value ( for example 2.79) or always rounded to lower (2).  

Atatched you can find sample data used to build dashboard above.

Thanks! 

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Dear Iuliia,

You can manage the number of digits after the decimal point in the "How to display" section in the "Format":



Additionally, pleas...MoreLess

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