We use Creatio to automatically send out emails to users based on certain triggers. There is typically 50-100 a day -- We then get many "out of office" responses back, which are unnecessary.
Is there a way to add to the email headers that Creatio generates? If we could add "X-Auto-Response-Suppress: All" to the header, we would eliminate most if not all "out of office" responses.
Good afternoon. I am a new user of the CRM. I registered and booked a meeting, but no one showed up. I am a developer, and I need an account for test calls. Together with a telephony specialist from UniTalk, we completed all the setup, but we still couldn't make a call. Is it possible to fix this issue so that I can fully use the CRM during the testing period?
Could you please provide more details on which settings you need help with in the configuration? Please also provide more detailed information about where exactly you're encountering difficulties - at which step of the configuration the issue occurs.
Hey Community I'm trying to implement a use case where the visibility of a particular stage in the DCM flow bar can be manipulated. I did observe that the Qualify status object ( which has a link to lead) has a column called IsDisplayed . How does this work ? (Is it only for setting the values in the flow bar or can the visibility be dynamically controlled as well ?). I'm looking to implement this in a custom section.
Hey , Let’s say you have a stage lookup, a custom section (e.g. Product), a related configuration section (e.g. Product Config), and a detail (Stage Config) inside the Product section that maps which stages apply to each product.
For example:
Product A is configured with Stages 1, 2, and 3
Product B has Stages 1, 2, 3, and 4
So when a user is working with Product A, the DCM (progress flow bar) should not display Stage 4
I was looking at the documentation for creating business rules on the mobile app looking for a solution to set a business rule where a detailed is displayed once a task is completed. for example, in leads there is a task to qualify the lead once completed then a new tab with a detail populates. Is this possible with the custom business rule method?
We have an email with over 180,000 recipients. We would like to throttle this in parameters to send 20,000 emails a day. However, the "delay between emails" is confusing. What would be the best way to set up the parameters to achieve sending 20,000 emails per day beginning at 7:00 AM? Thanks in advance.
Yes, I used Process file.. Now, I want to send the file to a REST API using web service. I see there is no direct support to send the file. If I want to send the Base64(rich text) version of the file, how can I do that?
Thanks for sharing the link.. I have added the code to meet my requirement. Its giving an error.
/* The file content. */
var content =new byte[]();/* Create a unique ID for the new file. */
Guid RecordId = Get<Guid>("RecordId");/* Create the "EntityFileLocator" instance identified by "recordId" and stored in the "ActivityFile" database table. */
var fileLocator =new EntityFileLocator("ActivityFile", RecordId);/* Pass the created locator to the method of the "UserConnection" class. */
IFile file = UserConnection.GetFile(fileLocator);using(Stream stream = file.Read()){/* Retrieve the file content and save it to the array. */
content = stream.ReadToEnd();}
var base64 = Convert.ToBase64String(content);
Set<string>("FileBase64", base64);returntrue;
on freedom-ui, i would like to add a custom sidebar component, to handle phone calls notes. When a call is over, the sidebar would open to let the user enter some notes about it.
mmm, i cannot create clio workspace : "Error running command ClioSQL.createw: Command failed: clio createw . This is likely caused by the extension that contributes ClioSQL.createw."
I tried to reinstall .NET 8 / clio 8.0.1.32 / clio-explorer, but no luck :/
try running clio createw manually (via terminal in your project directory). If you get an error, the output will provide more details (e.g., missing parameters, authentication issues, or misconfiguration).
I have a homepage that uses the Tabbed Page with progress bar template called "Dashboard Homepage". When I try setting up a user workplace and setting it as the homepage, it gets stuck loading, and never shows the dashboard. I've tested this with a brand new template page, and get the same issue.
When I set it to a page that uses the list template, it works perfectly fine. I imagine this has something to do with the functionality a page offers, but am awfully confused.
Any reason as to why I can't just set a Tabbed Page with Progress Bar as the homepage of my app?
When setting a homepage, please make sure to use only pages that were created using the "Dashboards" template. Other page types (such as tabbed or detail-driven pages) may not work as a homepage because they often require additional parameters in the URL (e.g., a record ID), which are not available during homepage loading.
If you create the page by clicking the “+” button next to the "Home page" field in the workspace setup, the correct Dashboards template will be used automatically.
is there any documentation on how to use the File param type in a business process? I wasn't able to find any.
I have a use case where i have to save a file as an attachment to an entity, starting from a base64 rappresentation of the file. I would like to accomplish this task with the least amount of coding. What i envisioned is a business process with a script task that converts the base64 to a File param. Then a process file shape that saves the File param. Sadly i'm dead in the water on how to implement this scenario because i have no idea on how to use File param type. I can't even understand what .Net/Terrasoft type it is. Do you have any suggestion?
Please specify if you have checked the available basic functionality meant for processing files within business processes - the "Process File" element? If so, could you describe why exactly does this option not work for you?
We are trying to set up telephony integration. We have licenses : asterisk connector for creatio user cloud . We have modified SysMsgServerNode and SysMsgLib ( value = Asterisk 13/16/18 (AMI) telephony integration library) We have also set up CMS and Asterisk. At telephony we see a message : Phone server connection is unavailable. Please ensure that connection parameters are set up and that the server is online
