Hello Community,

I would like to know how to skip the warning message that appears when closing a page using a handler.

Currently, I’m using the following code to close the page:

 await request.$context.executeRequest({
  type: "crt.ClosePageRequest",
  $context: request.$context
 });

regards,

Ajay Kuthe.

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I am having issues creating a data item for data stored in an object I created. I am not sure why I am having this issue. I have a data item for the Union lookup and the Union lookup values. I attached an image for reference.



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This is telling you that the record you’re binding references a record in UsrEmployeeJobHistoryUnion with the Id in the message and that record is not bound in the package. To fix, bind data from UsrEmployeeJobHistoryUnion and add that record. 
Ryan

Hi Ryan,

I'm also facing the same issue while binding lookup. In my case, I have tried to create 1:1 relationship between lookups.

Service Type Lookup:
Service Type Lookup

Service Sub Type:
Service SubType Lookup

So while binding these lookups, I'm getting the following error:

Error: Service Type Lookup
Error: Service SubType Lookup

Query:
1. Is there any way to resolve above problem?
2. Is 1:1 relationship is correct?
 

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Hi all,

i'm following this guide https://academy.creatio.com/docs/8.x/no-code-customization/base-integrations/microsoft-email-contacts-and-calendar/set-up-the-ms-exchange-and-microsoft-365-services#title-192-1 to configure access to an exchange 365 mailboxy, by oauth authentication.

Exchange side configuration has been already carried out and i have configured clientid and secret on creation (i've configured tenantid too which is not mandatory but i think it should be).

Whenever i try to associate a mail to the mailbox service i've configured i'm redirected to a microsoft page prompting me for a login: https://login.microsoftonline.com/common/oauth2/authorize

This puzzles me because in client credentials authorization no login should be asked to the user. In order to figure out where the issue is i would normaly trace the rest call made by creatio to obtain the token i invoke graph api. Sadly i couldn't figure out at all how to do this or if it is even possible.

Do you have any suggestion on how i can debug this scenario or similar ones where i have to check api call made by creatio?

Thanks

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Roberto Binda,

What you're describing will work (having the system start a process every time an email is received in that mailbox or even auto sending emails from that mailbox in the background - all independent of users accessing the system). You just need to add the mailbox first. The credentials is only needed initially add the mailbox. Accessing any mailbox does require credentials, which is what gives the mail server context as to which mailbox is being accessed. 

If this is some system mailbox that will be used for automated messages, there still is a user context to get access to the mailbox. What I often do is add that as an admin level user in Creatio. Once added, Creatio will continue to retrieve or send email via that mailbox regardless of whether that admin level user ever logs into Creatio again. The mailbox will be available to use in processes etc.

When you set up OAuth for Office365/Exchange mailboxes, it doesn't mean that no login info is asked of the user. It only means that Office365/Exchange is who asks for the login info of the user, not Creatio. The expected behavior is that a user adds their mailbox, they get redirected to the Exchange/Office365 login to authorize Creatio to use the mailbox, then redirected back to Creatio. If the user is already logged into their mailbox in the browser, they will not be asked to log in again and will only see the screen to authorize Creatio to use the mailbox.

Ryan

Ryan Farley,

Hi Ryan, thank you for your feedback. I guess i gotta go back to the accademy because i really didn't figure out this mimic. I thought, since we were setting up a client credentials oauth flow, that it was a machine to machine integration. Without the need for a user to input any password (which in my scenario isn't even known). If a user authentication is required to obtain a token that persist in the session i don't see how it would be possible to create automated and unattended processes that receive and sends from this mailbox. Above all what i'm trying to accomplish is to have a business process to start automatically every time a mail is received in the mailbox (independently by the users logged in the system). At this point it's hard for me to understand if it is even possible with out of the box features. 

Roberto Binda,

What you're describing will work (having the system start a process every time an email is received in that mailbox or even auto sending emails from that mailbox in the background - all independent of users accessing the system). You just need to add the mailbox first. The credentials is only needed initially add the mailbox. Accessing any mailbox does require credentials, which is what gives the mail server context as to which mailbox is being accessed. 

If this is some system mailbox that will be used for automated messages, there still is a user context to get access to the mailbox. What I often do is add that as an admin level user in Creatio. Once added, Creatio will continue to retrieve or send email via that mailbox regardless of whether that admin level user ever logs into Creatio again. The mailbox will be available to use in processes etc.

Ryan Farley,

Than you Ryan, i've got a clearer picture now. Your feedback was really helpful

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Hi Community,

Does anyone know if it's possible to manage permissions in forecasts by column and period?

I have a use case where we need to restrict editing of the "Expected" column for the current month. Ideally, users should still see the data, but not be able to modify it.

Has anyone implemented something like this, or is there a recommended approach?

Thanks in advance!

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Hello,

The only option I made it work is modifying the CSS in two places in the Terrasoft.Configuration/Pkg/CoreForecast/Files/src/js/forecast-component/mf/8337.hash=2379c17fffb022d1.js file in the binary files of the application as:

.cdk-text-field-autofill-monitored:not(:-webkit-autofill){animation:cdk-text-field-autofill-end 0s 1ms; pointer-events: none}

pointer-events: none was added to the code. All other options to disable editing the cell didn't work. 8337.hash=2379c17fffb022d1.js file name can be different in your application, the correct name can be only retrieved by finding

cdk-text-field-autofill-monitored:not(:-webkit-autofill)

in the page sources:

and then modifying the appropriate file and then refreshing the page with clearing the cache. Please also note that this change will be errased after the upgrade between versions and not the best solution, but there are no other options. We will register the task for our R&D team to make it possible to make the column non-editable using basic application capabilities.

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Hi everyone,

I am currently working on creating a custom service in Creatio, where I need to execute a large number of tasks and create records in multiple objects. These tasks take some time to execute, and to avoid any latency, I would like to create the first record and immediately return a response to the service caller. After that, I want the remaining tasks to run in the background, as they are independent and can be processed in parallel. The only dependency is on the initial record that needs to be created at the beginning.

How can I implement this approach for background execution of tasks in Creatio?

Thanks in advance for your help!

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We have a need to use the string_agg function of Postgres in some backend code which runs SQL against the DB using the Select class, but this is not one of the standard available AggregationTypeStrict enum types. Is there a method for using arbitrary database aggregation functions such as string_agg in a Select class query construction? Or is this not possible with Creatio's Select class? If so, is the only other alternative to use the deprecated CustomQuery class?

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It's only possible using CustomQuery. 

I am not sure why CustomQuery is marked as deprecated - I believe it has been since 7.17.4. At the time of 7.17 I had discussions with Creatio and was told they were leaving CustomQuery in place and only certain removing DBExecutor functions, however, it's remained marked as deprecated since. I assume it isn't going anywhere and (hopefully) will continue to be safe to use despite being marked deprecated.

It's only possible using CustomQuery. 

I am not sure why CustomQuery is marked as deprecated - I believe it has been since 7.17.4. At the time of 7.17 I had discussions with Creatio and was told they were leaving CustomQuery in place and only certain removing DBExecutor functions, however, it's remained marked as deprecated since. I assume it isn't going anywhere and (hopefully) will continue to be safe to use despite being marked deprecated.

Thanks Ryan, the other alternative I thought of in the meantime was to do the aggregation in C# on unaggregated data returned from the query, which isn't great but could work for low data volume situations (like the one I was dealing with). Good to hear that maybe CustomQuery isn't as deprecated as it seems then!

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I'm running into an issue with address data. The issue comes about when a user begins to find or type out a city. When a user does this, the city dropdown will display all cities that have same name. For example, say the user is looking for Glendale, AZ. When a user types out or begins looking for Glendale, all cities that are named Glendale will appear. This makes it hard for the user to select which Glendale they want because they may end up selecting Glendale, California vs Glendale, Arizona. Although there is a workaround where users can select a state and a dynamic filter will the city dropdown based on the state, I want to see if I can leverage the Supplementary display value that Creatio provides . I know that this parameter only shows attributes that are not lookups, but is there a way to leverage this feature? If so how do I do that. I want it to show what Cities to have a supplementary display value of the state lookup and State to have a supplementary display value of the Country lookup. Currently I'm on version 8.2.0

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Hello!

To resolve your question, I recommend using the address filtering logic that is implemented in the basic version of Creatio.

 Specifically, when populating the “City” directory, there are several fields that help users select the correct value based on the following criteria: country, state/province/region. Once these fields are filled in, and the user selects the correct country and then the corresponding state or region while entering the address, only one city with the matching name will appear in the selection list.

At the user interface level, there are business rules in place that perform this value filtering.

Additionally, I recommend cleaning up duplicates in the country directory to ensure that only one city per region is listed.

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Hello Community,

Im trying to import an excel file, in the Cases section as a Portal user.

When i click 'Data Import' from the Case section the Wizard is blank

Am I missing some additional config here?

Sasor

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We have managed to fix the previous issue

However the File Import template is still missing

Sasori Oshigaki,

Hello!

The templates for data import are stored in the object FileImportTemplate. By default, the operation permissions for this object are turned off, meaning that only users with the group "All employees" can access it. 
To allow external users to see the templates, please enable Operation permissions for the object FileImportTemplate and configure the access rule for the needed users.
 

After, allow external users to use feature UseFileImportTemplate. features can be found by the following link: your_site/0/Shell/#Section/AppFeature_ListPage :




I hope this helps. Have a great day!

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Hello all, 

I'm wondering if Creatio stores somewhere a specific link which bulk email participant has clicked on? I see the general response Clicked but can't find the specific url has been clicked.  

 

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I am Using Creatio 8.2.2 and am currently confused on how to send an email and taking fields from a page and inserting it into the script task, here is my script task

i am trying to take a field called Alamat Penilai as the Send email to

also inserting Nama Penilai, Nama Debitur, Produk, Tujuan Penilaian, Jenis Agunan into the body of the email, one of the fields is a dropdown aswell(extra info if needed). I am also going to use SMTP as a way to send the email from

 

so how do i go about this? how do i configure the script task to run as i wish?

 

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An easy way is to just read the data in the process using Read Data elements, then use formulas to place any values in process parameters. Then, in the script task you can just retrieve them using: 

var recipient = Get<string>("MyRecipientParameter");

Basically, retrieve any process parameter using:

var val = Get<type>("TheParameterName");

Also, it's possible to just add a mailbox in the system with the send SMTP values only and uncheck the downloading email option so it's a send only account. See (sorry, very old screenshot, but concept is the same) https://community.creatio.com/questions/office365-oauth-mailbox-synchronisation

Then, with the mailbox added, you can simply use the process Email element and do it all with no code.

Ryan

so do i need to use script task in the business process aswell or do i configure based on Mailjet, since i have 0 clue on how to handle this in creatio, and also what to write in the script task if i am going to use it

 

Ryan Farley,

so do i use the Send Email process or the script task process to take in parameters, output a to email, get the from email from smtp and build a body and subject through parameters taken from other fields?

Michael Fernando Handoyo,

It's easier to use the "Send email" process element since you can select a mailbox there to be used for sending (and this mailbox should be synced in the Creatio application (and this sync is also needed even if sending an email from the script task)) and also fetch needed values from a record to use them in the email subject or body. See the description of the element here.

Michael Fernando Handoyo,

As Oleg mentioned, typically you'll use the Send email process element. It's very easy to add values into the email body from data. Sending email via code is something I don't often do except for very rare/outlier situations. 

Basically, (1) you'll add the mailbox in Creatio and then (2) Use Send email element in the process and select the mailbox to use for the send. (See links shared by Oleg)

Oleg Drobina,

okay so according to the process this is as far as i was able to do it

and this is also the SMTP server that i am using where do i need to insert the password for it? and do i use the server address as my own gmail address or like Creatio@Gmail.com or was it Creatio@domain.com ? please guide me through this

Michael Fernando Handoyo,

You need to use this article for connecting your Gmail mailbox to the application. Only once the mailbox is synced into the Creatio application you will be able to use this mailbox in the business process "Send email" element.

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