8.0 | Community Creatio

Question

09:51 Mar 27, 2024

Hi,

Is there a way to log the merge while using the 'find and merge duplicates' function? If I merge 2 Contacts, will I be able to see the merge in the Change log or somewhere else in the system?

Thank you!

1 comments

Mira Dmitruk

15:20 Mar 27, 2024

Hello,

Thank you for your question. Unfortunately, it is not possible to set up logging for the "Merge duplicates" action at the moment. However, we have registered this idea for our R&D team and they will review the possibility of adding such functionality in future releases.

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Question

Service_Creatio_customer_center_edition

8.0

Change name of Freedom UI section?

Gareth Osler

18:36 Mar 26, 2024

Is it possible to change the name of a Freedom UI section?

2 comments

Best reply

Malika

19:05 Mar 26, 2024

Hello,

To change the section name, you need to go to Application Hub. Then select the section you want to change.

Go to Navigation and sections and select the required section, for example, Account. And you will see a field where you can change the name.

Malika

19:05 Mar 26, 2024

Hello,

To change the section name, you need to go to Application Hub. Then select the section you want to change.

Go to Navigation and sections and select the required section, for example, Account. And you will see a field where you can change the name.

Gareth Osler

22:02 Mar 26, 2024

Malika,

Thank you.

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Question

BulkAction

Studio_Creatio

8.0

Additional parameters when using bulk actions

Ігор Роїк

15:39 Mar 26, 2024

Dear Creatio Support Team,

I hope you're doing well.

I'm interested in the new feature introduced in Creatio version 8.1.2, which allows executing a process for a selected list of records. Could you please provide guidance on how to pass additional parameters to the process besides the record ID?

"operation": "insert",

               "name": "MenuItem_4ixsa89",

               "values": {

                   "type": "crt.MenuItem",

                   "caption": "#ResourceString(MenuItem_4ixsa89_caption)#",

                   "clicked": {

                       "request": "crt.RunBusinessProcessRequest",

                       "params": {

                           "processName": "UsrProcess_e3ba99f",

                           "processRunType": "ForTheSelectedRecords",

                           "showNotification": true,

                           "dataSourceName": "PDS",

                           "parameterMappings": {

                               "ID": "Id",

                               "deadline": "???"

                           },

                           "filters": "$Items | crt.ToCollectionFilters : 'Items' : $DataTable1_SelectionState | crt.SkipIfSelectionEmpty : $DataTable1_SelectionState",

                           "sorting": "$ItemsSorting"

                       }

                   },

                   "clickMode": "default",

                   "visible": true

               },

               "parentName": "DataTable1",

               "propertyName": "bulkActions",

               "index": 3

           }

Thank you for your assistance.

Best regards,

File attachments

Creatio_1.png

2 comments

Fedorchuk Dmytro

11:10 Apr 05, 2024

Hello!

At the moment, in the mass action of starting the process, nothing can be transferred except the Id of the records. We have registered your wish to add the possibility of passing other parameters besides the Id of records and will consider the possibility of implementing such functionality in future releases.

Antonii Viazovskyi

19:56 Jul 31, 2024

Hello,

The idea has been accepted by the development team and is now in the process of working out the possibility of implementation. At the moment, we do not have a clear timeline for implementation.

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Question

Hassan Tariq

14:14 Mar 26, 2024

Hi Everyone,

We have to automate our leads process from our website. We have an Inquiry from on website and we want to automate that form on Creatio when ever that form is filled, that lead should be created on Creatio? I want to know if that is possible and whether I need any coding for that or if it can be done with No-Code? Kindly let me now steps. There are only like 5 simple fields, nothing complex.

3 comments

Anton Starikov

15:50 Mar 26, 2024

Hello!

You can use a landing page for this task. You will need to add the automatically generated integration code to your website form. How to do this is described in detail here:

https://academy.creatio.com/docs/7-17/user/crm_tools/landing_pages_and_…

Best regards,

Anton

Hassan Tariq

08:18 Mar 27, 2024

Anton Starikov,

HI Anton,

Thanks for reply. Is this Landing page module available in Sales creatio?

Anton Starikov

08:44 Mar 27, 2024

Hassan Tariq,

Yes, just add the section to the workplace

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Question

Business Process

webservice

8.1

Sales_Creatio_enterprise_edition

8.0

Is it possible to get the parameters passed to a Web Service Call out after a failed call in a BP?

Harvey Adcock

13:24 Mar 25, 2024

In a Business Process, we are calling a Web Service using the Web Service Call element, but sometimes we will get a failure that we need to log to a custom table for action later. We really could do with as much information about the failure as possible, including being able to log out the parameters that the Web Service was passed so the support users can assess what happened without having to have trace logging turned on for the BP and digging into the BP log as well. I can't see any output on the web service call for that, but maybe someone else has found a way to get this info?

2 comments

Vladimir Sokolov

21:18 Mar 25, 2024

Hi Harvey, we have similar needs, but no result, unfortunately.

So, we log all parameters manualy before calling web service :(

Serhii Parfentiev

21:55 Mar 25, 2024

Hello Harvey,

If you want to see the body of the request generated by the web service and the response that comes from the server - You can try to use Telerik Fiddler tool to capture requests that are being sent from the Creatio instance

But this advice is relevant only for local environments.

If the environment is on a local machine, you can connect Fiddler and test it.

In general, if you do not want to use data tracing for a process, we believe that this goal can be achieved through development. For example, a web service call will be made using a script task, in which you will process various responses from the server and write the information you need into a table using C# code.

Thank you.

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Question

[CTI - Telephony Cisco] WHERE in the code that Creatio receives the ERROR CODE from Cisco?

Danh Nguyen

13:07 Mar 22, 2024

Hello everyone,

Could you help me WHERE in the code that Creatio receives the ERROR CODE from Cisco? We have checked "finesse-cti-provider.js" file in Creatio configuration and also the "finesse cti provider schema" but cannot see anything

Really need some help here

Thank you a lot!

2 comments

Alina Yakovlieva

11:06 Mar 27, 2024

Hi Danh,

We advise examining the "FinesseCtiProviderV2" schema, particularly the "eventHandler" method. This is where the handling of events, including error codes from Cisco, is implemented.

Additionally, please note that for cloud sites, telephony logs are stored on our servers. You can request the logs via our support.

Have a great day!

Danh Nguyen

04:20 Mar 28, 2024

Hello Alina Yakovlieva

Thank you for your response, but the concept here that we would like to GET these ERROR CODE DATA from "eventHandler" method in real time or near realtime to showing up in the Creatio CRM UI/UX, any chance that we can do that? If yes, really need your guide to achieve that concept

Thanks in advanced

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Question

Sales_Creatio_enterprise_edition

8.0

Processing bar

Mariana Duarte Araújo

11:32 Mar 20, 2024

Hello,

In the processing bar it is possible to send e-mails to contacts. But the values appearing in the field "To" is also showing the name of all my opportunities as you can see in the picture below. From each table is Creatio pulling these values? Can it show only the e-mails from the contacts?

3 comments

Harry

14:42 Mar 20, 2024

Hi Mariana, this seems very strange. Are you sue you don't have any contacts that are called "Hardware / ...." which may have been created by mistake through another process.

Mariana Duarte Araújo

15:59 Mar 20, 2024

No, I don't. These are the names of all my opportunities and my contacts

Pavlo Sokil

12:15 Mar 25, 2024

Hello,

The "To" field in this item receives entries from the VwRecepientEmail view, which is generated by a script up to version 8.1.2. This view, in turn, gathers email information from the "ContactCommunication" and "AccountCommunication" tables.

The behavior you described is not expected and is not reproducible on the standard Creatio builds.

Please ensure that you do not have custom logic responsible for forming the VwRecepientEmail table or the Contact/Account Communication, which could affect this behavior.

If you are unable to resolve the issue, please contact our support team for analysis at support@creatio.com.

Thank you!

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Question

Business Process

formulas

string text field

Sales_Creatio_enterprise_edition

8.0

Formula to extract text from a string

Justin Murphy

21:47 Mar 19, 2024

I have a string field that is being populated in this format, "myfielddata-data". I need to parse the data after the "-" to use in a business process.

1 comments

Franck Lehmann

12:29 Mar 21, 2024

Hello Justin,

string myString="myfielddata-data";

int indexRetrieved=myString.LastIndexOf("-");

string result= myString.SubString(indexRetrieved);

other way:

string myString="myfielddata-data";

string arMyString[] = myString.Split("-");

string result = arMyString[1];

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Question

process

script

Service_Creatio_enterprise_edition

8.0

Compile error for script

Ljudevit Habjanec

11:19 Mar 19, 2024

We have a weird error compiling a script:

I do not see how these error correspond to the source (in the next image).

Process combines a collection to a HTML table to be sent via email:

1 comments

Ryan Farley

15:46 Mar 19, 2024

AccountId and StatusId are Guids, not strings. Try using this instead:

item.TryGetValue<Guid>("Account", out Guid AccountId);

Do the same for Status.

As a side note, it would likely be easier to just retrieve the data using an ESQ rather than using the collection returned by the read data element.

Ryan

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Question

Display Feed connected record in Freedom UI

Kevin Brady

18:03 Mar 18, 2024

Hello all,

Is it possible in Freedom UI to enable Feed to display the connected record as it did in Classic UI? Just showing the section isn't as informative as the old setup where you could see exactly what record the feed message was in context of.

5 comments

Alina Yakovlieva

12:18 Mar 20, 2024

Dear Kevin,

We appreciate your patience as we consulted with our R&D team regarding the concerns you raised.

Regarding the connected record in the feed panel, we are pleased to inform you that the behavior you mentioned will be addressed in the upcoming 8.0.3 version.

If you have any further questions, please let us know, we would be happy to help.

Thank you for choosing Creatio!

Kevin Brady

23:02 Jul 22, 2024

Alina Yakovlieva,

Is there any update on this feature? I can't find any documentation mentioning how to enable the record name in Freedom UI feed.

Alina Yakovlieva

16:46 Jul 25, 2024

Kevin Brady,

Hi!

Unfortunately, currently, there is no ETA for the implementation of this functionality.

You request has increased the priority of the task.

Your can monitor our Release notes using the following link: https://academy.creatio.com/docs/8.x/resources/category/releases

Thank you for your patience!

Have a great day!

Kevin Brady

16:52 Jul 25, 2024

Alina Yakovlieva,

So the previous commitment got delayed and now it's not even on the plan? Just saying the section in feed is not helpful to users.

Alina Yakovlieva

15:44 Jul 29, 2024

Kevin Brady,

Thank you for your feedback. I understand your concern regarding the delay and the current status of the section in the feed.

Firstly, I apologize for any inconvenience this may have caused. Our intention is always to provide useful and timely updates to enhance your experience. While the previous commitment faced some delays, I assure you that we are actively working on a revised plan to ensure that the section in the feed is both helpful and efficient for users.

We value your input and are committed to improving our services. If you have any specific suggestions or further concerns, please feel free to share them with us. Your feedback is crucial in helping us deliver better solutions. We have increased the priority of the task.

Thank you for your understanding and patience!

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