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.

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

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.

You look like to be dealing with two different problems. It can be a platform-specific usability or setup problem with the mobile app map user interface. Examine any settings unique to mobile devices and see if the mobile map feature is properly supported. Regarding the Field Sales connector DB error, there can be an oversight or a problem with database compatibility. In addition to making that the connector is compatible with the version of your system, check the logs for detailed problem messages.

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

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!

Correct filter for In operator OData 4.01 is usually like:

filter=Id in ('6f2efedd-9b25-43b4-9cb9-0ebe60a02a8a','72509ae9-7065-465c-b7c5-3d193b8fe768')

However, it produces the same result with Creatio OData. It's possible Creatio only implements OData 4.0 and not 4.01 (which introduced the In operator).
Might need a different approach like a configuration service that takes the like of values as a param and returns the results? Or if it would work to create a common parent record of the values that could be used to retrieve the results?

Ryan Farley writes:

Correct filter for In operator OData 4.01 is usually like:

filter=Id in ('6f2efedd-9b25-43b4-9cb9-0ebe60a02a8a','72509ae9-7065-465c-b7c5-3d193b8fe768')

However, it produces the same result with Creatio OData. It's possible Creatio only implements OData 4.0 and not 4.01 (which introduced the In operator).
Might need a different approach like a configuration service that takes the like of values as a param and returns the results? Or if it would work to create a common parent record of the values that could be used to retrieve the results?

Hi Ryan,

I did try that syntax already, but it didn't work.

Maybe someone from Creatio can shed some light on the implemented OData version?

Thanks,

Robert

Hello,

The 'in' operator is not supported in OData 4 in Creatio.
At the moment, it is possible to use the operators that are available in the examples in the official Postman collection of the Creatio API.
We have registered a task to improve this functionality ('in' operator for Creatio OData 4 requests) in future releases of Creatio.
 

Serhii Parfentiev,

Thanks for the information!

Since the documentation I linked explicitly points to the OData 4.01 version, it should be updated and the exact version should be mentioned to know what is supported and what is not.

Thanks,

Robert

Hello,
In the mobile application there is an abillity to open custom JS pages using the handler logic, an example of such handler:

const openCustomPageRequest: OpenCustomWebViewPageRequest = {
   type: 'crt.OpenCustomWebViewPageRequest',
   $context: request.$context,
   controllerName: 'Terrasoft.controller.MobileSyncLogPage',
   viewXClass: 'Terrasoft.view.MobileSyncLogPage',
   parameters: {
       "customParam": 1
   }
};
HandlerChainService.instance.process(openCustomPageRequest);

controllerName - class name of JS controller 
viewXClass - class name of JS view 
parameters - additional parameters of custom page. To get the parameter call this method inside the controller this.getPageHistoryItem().getRawConfig().customParam

This handler should be added via the remote module (see this article) and using the @creatio/mobile-common library enabling the feature EnableMobileSDK in the Features page.

Hello,

We want to inform you that system pop-ups are part of the core logic, and it is not possible to change the language of system messages manually. The schema responsible for this is deeply hard-coded into the application core, making it impossible to modify or replace.
 

Additionally, we have notified our Localization team, and they have confirmed that they are aware of the issue. They are actively working on a complete translation into Polish, which is planned for future releases.

Best regards,
Antonii.

Hello,

When you close the browser, in this case, the value of UserSessionTimeout is generally not used. The browser, by default, should not delete cookies; this only happens if the user sets it up that way.

I also logged into the environment on a new browser with default settings, closed it, reopened it, and I was still logged into the environment, which is expected because the cookies still exist.

I would recommend checking the browser settings and how it handles cookies.

It seems that it's now easy to block third-party cookies, but our system stores third-party cookies, and, for example, in Chrome, this is called 'site data on the device,' where you can choose to clear everything when you close all windows.