Greetings

 

Currently I´m having issues to change the language to Spanish in the Creatio´s demo. I tried  Configuration>System setup>Language and checking the Language to active and use by default options.

 

I also tried in Your Profile>Basic settings>Language.

 

In both cases the changes were saved. Any help that you can give me?

 

Best regards.

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Hello!

 

To translate a demo site into a specific language, simply setting it as active in the System Designer is not sufficient because the language must also be installed on the site.

 

Please contact Creatio technical support at <support@creatio.com> to request the language installation for your site.

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I'm working on a custom campaign element, and everything works good. But when I add my custom campaign element in the campaign BP this box appears. And don't explain much about this warning, and with this, I can't save the changes in the Campaign BP if my custom element continue in the BP.

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Hello Gabriel,

The custom campaign element was most likely made as an assembly package. In this case, as a fix, the custom element must be created in a regular package.

Otherwise:

1) Check the implementation way according to the article for mistakes

2) "Compile all" application

3) Restart the site with the Redis clearing

If the problem persists after those recommendations, please contact the Creatio technical support team (support@creatio.com) and ask them to check the process for you.

Best regards, 

Anhelina!

Hello Gabriel,

The custom campaign element was most likely made as an assembly package. In this case, as a fix, the custom element must be created in a regular package.

Otherwise:

1) Check the implementation way according to the article for mistakes

2) "Compile all" application

3) Restart the site with the Redis clearing

If the problem persists after those recommendations, please contact the Creatio technical support team (support@creatio.com) and ask them to check the process for you.

Best regards, 

Anhelina!

Anhelina,

Thank you! I changed to new package with only the campaign files, and changed to simple package and it works! 

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Observed even for a newly created and saved empty process.
Observed on different sites and accounts.

 

Code generation and recompilation do not help.

 

Since there is no message for the user - this is obviously a system bug.

How to fix this?

 

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Hi,

 

We have not encountered this problem before.

If the site was deployed locally, we recommend that you additionally check if everything was configured correctly.
You can also contact support with a detailed description at support@creatio.com

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Hello!
I have encountered such problems, maybe someone knows how to solve them?

There is a configured queue and a process that processes a queue item.

 

 

The first problem is that when opening the Cases_FromPage page the Case state is not loaded into the progress bar

 

 

The second problem I encountered is that it is necessary to close the page automatically and terminate the process element so that the queue element is considered processed, but this problem is solved with the help of this request:

{
	request: "crt.HandleViewModelInitRequest",
	handler: async function(request, next) {
		this.applyMethods(request.$context);
		await next.handle(request);					
	},
	applyMethods: function(context) {
		let methods = {
			closeProcessElement: async function() {
				const state = window.history.state;
				if (state && state.isProcessCardInChain && state.executionData && state.executionData.isOpened) {
					const executionData = state.executionData;
					const result = await context.executeRequest({
						type: "crt.CompleteProcessElementRequest",
						processElementUId: executionData.currentProcElUId,
						$context: context
					});
				}
			}
		};
		Ext.apply(context, methods);
	}
},

 

But another problem arose when changing the Case stage, in this case manually, the page doesn't always close.

I noticed that this behaviour on those stages where DCM has elements of activity creation.

In my case here:

When changing the stage from Waiting for Evaluation to Evaluation, the page should have closed.

The crt.CompleteProcessElementRequest request was executed.

Who knows what could be the problem?
Thanks!

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Hello,

 

Please contact our support team directly at support@creatio.com and make sure to describe each problem in a separate request so we could properly analyze and process these issues.

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Hello, colleagues. After generating a report, it is necessary to attach it as a file to the record, in the Files and links detail. The application from "customerfx" is not suitable. Here, it is necessary to automatically select the report form by pressing one button, etc. 

I ask for your help. Perhaps there is somewhere to look at the code. Or you can point to an article in the Academy, or something else.
As a last resort, I will analyze the principle of operation of the application from Ryan (customerfx").
Thank you all.

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Not sure if I completely understand, however, if you're wanting to generate a printable and attach to a record, you can do this with a process using the Process File element. This allows you to generate a printable and you can easily attach to a record's files. Then, just wire up the button to run the process. 

Ryan

Not sure if I completely understand, however, if you're wanting to generate a printable and attach to a record, you can do this with a process using the Process File element. This allows you to generate a printable and you can easily attach to a record's files. Then, just wire up the button to run the process. 

Ryan

Ryan Farley,

Thanks, Ryan. That's what I did. I wrote a business process for generating different reports depending on the value of the reference field and adding them to the attached files. In the module, I added a button to call this business process with the transfer of the necessary parameters to it.

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Hi all,

 

I have some business processes, that serve the purpose of sending pre-configured emails manually to my contacts. However, the users are allowed to choose not to send the email - this way, the business process is not completed, it stays running.

 

My issue is that I have a GDPR deletion business process, that should delete every email connected to an affected contact. However, if the contact had at least one email that was not sent (but was left a draft), the deletion business process will be stuck, because the email to be deleted is still used in a running business process.

 

I am looking for any suggestions on how I could get around this problem.

 

Image

 

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You could use this approach in the processes to "expire" the email after a pre-defined period of time.

https://customerfx.com/article/automatically-cancelling-user-tasks-after-a-period-of-time-in-a-creatio-process/

Ryan

Hi Ryan,

 

Thank you, this was very helpful!

 

Csilla

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Hello all,

 

We have a Growth platform plan, therefore I cannot enter the "Setup appearance" setting, where I would be able to add new Desktops and even modify the access rights of existing Desktops.

 

I can accept that I am only allowed to use the existing desktops (which I can customize fortunately), but modifying the access rights is an important feature that should be available with Growth plan as well.

 

Is there maybe a way to do it, that I am not aware of?

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Hello,

 

Please be informed that the Growth license plan has certain limitations, one of which includes restricted access to specific Creatio functionalities, such as the “Setup appearance” settings. To gain access to this feature, you would need to upgrade to at least an Enterprise license type.

For more detailed information regarding the features and limitations of each license type, please reach out to your manager.

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Hi Team,

 

We have installed the Field Management (Open Street Map) in our instance map configurations is working as we expected in web app but same thing we configured in the Mobile app, fields are displaying but the map UI is not showing in mobile.

And we have tried to install the Field Sales connector, DB error occurred while installing please help us to achieve the Mobile map configuration.

 

Error log on Filed Sales:

 

2024-09-23 14:09:41,557 Error occurred while installing data "SysModuleInWorkplace" in package "FieldForce". UId 5f69e597-9acb-4852-9f3d-e4d278c7b02b: The UPDATE statement conflicted with the FOREIGN KEY constraint "FKd5jrT2KFY0lXcOnqZCi4dxhomfE". The conflict occurred in database "Creatio8DB_GL_250424", table "dbo.SysModule", column 'Id'.

The statement has been terminated.

 

Thanks,

Prem

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Hi Team,
I am trying to work with Queues could anyone tell how we can get Queue section or the agent desktop section

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Hello,

You should have this section displayed in your Service product. Since the Queues section is only available in Service. However, if you do not see it in Workplace Service, you can add it via the Workplace setup section.

Best regards,
Malika

 

Hi Malika,

Thanks for your response , I don't see the workplace service in my instance . Could you please tell how to add the Workplace service
Note : Instance is on premise

Best Regards,|
Krishna

 

Talla bhadra krishna rao,


What is your installation package and site version?

Hi Malika,
 

Name of the Installation package:

 

8.1.1.3635_SalesEnterprise_Marketing_ServiceEnterprisesoftkey_PostgreSQL_ENU
 

Site Version: 8.1.1.3635
 

Regards,
Krishna

 

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Hello,

I'm trying to add an auto-numbering field in the Leads section following the instructions here: https://academy.creatio.com/documents/technic-sdk/7-13/how-add-auto-numbering-edit-page-field

 

I've made the 2 new system settings required:

I've also made a replacing Lead object in the package I'm working on and added a new event trigger before the record is added:

The process triggered by this signal on the object is set up with the expected elements:

With conditional logic:

One thing I think is missing is how to tie the new system settings into this process.  Is there a schema or input I need to update for this?
 

Also, do the process element parameters need to be populated on the user task?

Thank you for your help finding what needs to be fixed to get this working!

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Is your column on the Lead object really called "CreatioNumber"? (the code for the column)

You've verified that your User Task is really named "LeadNumberCreation"? (click the three-dot button on the top right and switch to advanced mode)

As for the system settings, the user task locates and uses those. 

As a side note, the new method is much easier (it works for classic as well as Freedom since it's simply added as a default value for the column). See https://customerfx.com/article/working-with-autonumber-fields-in-creatio/

Ryan

Is your column on the Lead object really called "CreatioNumber"? (the code for the column)

You've verified that your User Task is really named "LeadNumberCreation"? (click the three-dot button on the top right and switch to advanced mode)

As for the system settings, the user task locates and uses those. 

As a side note, the new method is much easier (it works for classic as well as Freedom since it's simply added as a default value for the column). See https://customerfx.com/article/working-with-autonumber-fields-in-creatio/

Ryan

I obfuscated the real code numbers for these screenshots but the ones I'm using do match the field column code and the user task code so that shouldn't be the problem.
 

That's great to know there is a more simple way to create an autonumber field right on the object now though!  I tried it and it worked so that solution will work fine.

Thank you so much for your help!

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