I'm trying to create print-ready reports in MS Word. I have create the report in Creatio and log in MS Word using Creatio account. When i select "Select Report" it showing this error. Can you check and let me know.

 

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Hi,

 

When working with the Creatio plug-in for MS Word, you may encounter the error "Unexpected character encountered while parsing value: <. Path", line 0, position 0." when selecting a template for further customization.
 

This issue arises due to login problems to your Creatio environment.
 

Possibly, the problem lies in the fact that the password for the user you are connecting with has expired. To confirm, simply log in as this user in the Creatio application using direct credentials.

If the password has indeed expired, you will see the following message:



and after simply changing the password, the functionality of the Creatio plug-in for MS Word will be available to you again.

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Hi all,

 

i've set up "next steps" component in my interface so that a user can check what are the pending activities for a record with an associate case

 

Language is in italian in this screen, but "Attività" is the next steps component. In this instance it is a pre configured page routed to a group "Amministrazione". My issue is that users from different group are able to open the pre configured page and work on it.

 

I can toy with object permission and set the record as read only for everyone but those in the group who is owner of the task but other users are still able to open the pre configure page. 

 

The ideal behaviour would be for the complete button in the task to be disabled for those users that are not part of the owner role. Is that even possible?

 

Thanks

 

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Hello,
 

Starting from version 8.2.2, we have already fixed this behavior in the product.

 Now, if a user does not have permissions for an activity, business process actions (tasks, pre-configured pages, etc.) will not be displayed in the Next Steps element.
 

If you require a backport of this solution to an earlier version of the application, please contact the support team (support@creatio.com) referring to the current post , and we will check the feasibility of applying this fix to your version.
 

Thank you for reaching out!

Hello,
 

Starting from version 8.2.2, we have already fixed this behavior in the product.

 Now, if a user does not have permissions for an activity, business process actions (tasks, pre-configured pages, etc.) will not be displayed in the Next Steps element.
 

If you require a backport of this solution to an earlier version of the application, please contact the support team (support@creatio.com) referring to the current post , and we will check the feasibility of applying this fix to your version.
 

Thank you for reaching out!

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Hi,

I created a modal which inherits the BasePageV2 to solve my problem with lookup's filtering for simplelookups, but now I am facing problem with trying to close the modal.



I tried BasePageV2's onBackButtonClick, this._closePage(), onDiscardChangesClick and it doesn't close the modal. 

Any workaround/idea?

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Hi,

Problem solved.

Since I created a modal base on BasePageV2, it doesn't have a this.close() function by default. 

Solution: Unloading module/modal should be done inside the modal (BasePageV2), hence I need to call this.destroyModule(); while in the Modal.
 

Hi,

Problem solved.

Since I created a modal base on BasePageV2, it doesn't have a this.close() function by default. 

Solution: Unloading module/modal should be done inside the modal (BasePageV2), hence I need to call this.destroyModule(); while in the Modal.
 

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In the classic UI, users had the ability to set follow the Feed of an Account record. This is no longer possible in the Freedom UI. Is there a way for a user to follow all feeds for all accounts somehow by a setting or in code?

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Hello,

Unfortunately, it is not yet available for Freedom UI pages. However, we have already registered a task for our R&D team to look into the possibility of implementing this functionality.

Best regards.
Antonii

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Hello, everyone! 
I've already added the "AllowCreateAngularSchema" feature on the page "XXX/0/Shell/#Section/AppFeature_ListPage" and the page "Contacts_FormPage" doesn't come up on the pop-up. 

It's a crm-test environment, recently created and has nothing in it. 

Here's a print from the page that should show the form page:

 

Hope you can help out on this. 

Thanks!

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Gabriel Henrique Pagotto Otero,

Check the dependencies of your package to make sure it depends on a package that contains the Contacts_FormPage.

Ryan

Make sure you're selecting the angular replacing option (this only shows after adding the "AllowCreateAngularSchema" feature)

Ryan

Additionally to Ryan's suggestion make sure you don't receive any errors in the console upon opening the module setup\searching for the contacts form page and make sure that your package where you create this schema has all the necessary dependencies.

 

Hey, I've done that. That's the screen for the replacing angular module. 

Ryan Farley writes:

Make sure you're selecting the angular replacing option (this only shows after adding the "AllowCreateAngularSchema" feature)

Ryan

 

 

Yep, no errors, Oleg :/

Oleg Drobina writes:

Additionally to Ryan's suggestion make sure you don't receive any errors in the console upon opening the module setup\searching for the contacts form page and make sure that your package where you create this schema has all the necessary dependencies.

 

Gabriel Henrique Pagotto Otero,

Check the dependencies of your package to make sure it depends on a package that contains the Contacts_FormPage.

Ryan

Ryan Farley writes:

Gabriel Henrique Pagotto Otero,

Check the dependencies of your package to make sure it depends on a package that contains the Contacts_FormPage.

Ryan

Heya, Ryan! 
It worked. 

Didn't know that I needed to have the package as a dependent. 

Freedom UI doesn't have anything about it. 

Thanks!!! 

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Hi Team, I need to add field "Description" in addition to "Name" field to the lookup pop-up box that appears when we apply filter on the lookup field. How can I go about this? Thanks

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Just click on View in the top right corner to add more columns to the list

Hello,

As Alejandro González Momblán mentioned, to add new fields to this window, click on View and select Choose fields to display
In the new window, you can select which columns should be shown.


 

Best regards,
Antonii.

Antonii Viazovskyi,

Hi Antonii, thanks for sharing this. I did try this but I don't see an option to add new fields in the "View" dropdown. I am only getting option to sort values, not add new fields. Can you please confirm how can I get that option to add new fields? This is a Freedom UI

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Hello, everyone. 

I'm having a few problems on a business process that i've created that "gets" information from another system (through api) and i'm getting the response without any error. What happens is that I'm trying to pass down the information to a sub-process and a few fields just don't work. They all go as "null" information. 

 

I'll paste a few prints.

1st one, the information coming from the endpoint request without any problem:

 

2nd, the information being passed for the subprocess:

 

3rd, the information that the sub-process "gets" from the main process:

(update: the "name" "subprocess1" has been solved. Aparently, I can't name the internal name from the endpoint "Name"... changed that to "Names" and it worked)

 

Has anyone already come across something like this? 

btw.. I'm on version 8.2.0.4183.

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Kalymbet Anastasia,

Hello, Kalumbet! 
Thanks for the response, but I've found why it was happening... 

Basically, if you pass down a parameter and DON'T use it anywhere on the "subprocess" it just goes as "null", hence the server don't need to "overload" itself with "rabbish" information. 

Hi!


Please test disabling the UseColumnUsageTracker feature and then retry running the process.

 

link: [app_url]/0/Flags

Kalymbet Anastasia,

Hello, Kalumbet! 
Thanks for the response, but I've found why it was happening... 

Basically, if you pass down a parameter and DON'T use it anywhere on the "subprocess" it just goes as "null", hence the server don't need to "overload" itself with "rabbish" information. 

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Hi, 

 

I have created a BP with the process parameter  -

2. Created a button on freedom UI section list page and tried to link it with BP. 

But when I am selecting multiple records in the list page and clicking button, in the process log process is running but nothing is happening. 

Execution diagram while the process is in running state - 

Creatio version is - 8.1.1.3136

 

Anyone can help with this please? how can I achieve it? Any other alternative.

 

Thanks

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You need to select "For the selected records in the list", not "For the selected page" for the process execution. See https://customerfx.com/article/launching-a-process-for-multiple-records-in-a-creatio-list/

Ryan

You need to select "For the selected records in the list", not "For the selected page" for the process execution. See https://customerfx.com/article/launching-a-process-for-multiple-records-in-a-creatio-list/

Ryan

Ryan Farley,

Hi, yes I have checked the article but the problem is with version, in the articles it says version 8.1.3 and my version is 8.1.1. So there is not such option at all.

 

Hello,

 

In order to use the required functionality, an update from 8.1.1 to 8.1.3 should be performed.

AS,

This does require 813 or higher.

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I have stopped three business process flows related to two leads. Now these business process tasks are stuck in my notification center. 

 

Clicking on them does nothing.

 

Does anyone know how to get rid of these three business process tasks? 

Ideas welcome :-) 
 

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Hello,

 

Please note that in order to remove these tasks from the notifications panel, you need to find the exact business process iterations that created these tasks and cancel the processes.

Thanks for the reply Mira. I already tried this. I actually stopped all historic business processes on leads. But these are still stuck somehow. 

This are the only tasks still in "running" status:

Bas Kroes,

 

Please describe what exactly happens when you try to cancel these processes, what error do you receive?

Hi Mira, just to clear out, these are the only remaining business processes that are not connected to leads. So the ones that are still visible in my notification center should not be in this list and are already stopped/cancelled. Therefore I don't know how to get rid of the tasks.

Does that make it more clear?

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Hi all,

 

i'm new to creatio and i'm struggling a bit with business process task.

I would like to build a dashboard where the user can see all the business process task routed to his group, maybe groupped by case type.

 

I wasn't able to find a dedicated widget or section for those data, as far as i understand they are only visible in the communication panel but that solution works only if you have a small amount of tasks.

 

Is there a way to accomplish my use case without resorting to coding the desired page?

 

Thank you

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Hello,
 

Business process tasks are stored in the SysProcessElementToDo table. However, using this table alone, you won’t be able to directly link it with other entities, as no other entities reference it directly.
 

Additionally, tasks are stored as activities that reference a SysProcessElementToDo record in the ProcessElementId column. However, this column is a GUID, not a lookup field, meaning you cannot build a reverse relationship filter in the system.
 

To create a metric, you can refer to the Activity object, grouping records by case category or any other relevant grouping.

Then apply a filter to display only activities where the "Process Item" (ProcessElementToDo) column is populated which mean that current Activity - is a business-process task.
 

However, it's important to note that clearing business process log tables could disrupt this type of chart logic.
 

As an alternative approach, you can assign a unique naming convention to your tasks, such as "[TASK] - task subject", and filter activities not by Process Item, but by name:
Title starting with "[TASK] - %", ensuring they include a recognizable pattern.
 

Example configuration for such a chart:



Additionally, understanding the logic of how tasks are stored in the database, you can use development methods to create a custom database view and configure analytics based on it.
 

I hope this helps!

Hello,
 

Business process tasks are stored in the SysProcessElementToDo table. However, using this table alone, you won’t be able to directly link it with other entities, as no other entities reference it directly.
 

Additionally, tasks are stored as activities that reference a SysProcessElementToDo record in the ProcessElementId column. However, this column is a GUID, not a lookup field, meaning you cannot build a reverse relationship filter in the system.
 

To create a metric, you can refer to the Activity object, grouping records by case category or any other relevant grouping.

Then apply a filter to display only activities where the "Process Item" (ProcessElementToDo) column is populated which mean that current Activity - is a business-process task.
 

However, it's important to note that clearing business process log tables could disrupt this type of chart logic.
 

As an alternative approach, you can assign a unique naming convention to your tasks, such as "[TASK] - task subject", and filter activities not by Process Item, but by name:
Title starting with "[TASK] - %", ensuring they include a recognizable pattern.
 

Example configuration for such a chart:



Additionally, understanding the logic of how tasks are stored in the database, you can use development methods to create a custom database view and configure analytics based on it.
 

I hope this helps!

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