Hello,
 

Thank you for your question. We recommend setting up a button on the page for such needs, which will trigger a business process. Configure this process to read the lead's email address and send an email with the "To" field pre-filled, which is extracted from the lead.

Unfortunately, we don't have ready-made examples of such a process.

Additionally, we have created a request for the development team to restore the functionality of sending an email by clicking on the Email field in future releases.
 

Thank you for reaching out.

Dear Sasori,

As of now, it's not possible to correctly display the field with HTML formatting in the printable.  

We registered a query for our R&D team and await a fix in the upcoming versions. 

As a workaround suggestion, you can replace the Notes field with a simple text field. I understand that it's missing the format settings and cannot be applied to tables, but it should work for a sentence or two simple comments. 

Thank you for making Creatio better!

Greetings!
 

Unfortunately, we do not recommend creating custom GUIDs, as this may lead to issues with the application.

You can copy the GUID, paste it into the search field in 
Configuration, and select "filter by contains GUID" for further filtering.

Regards,
Orkhan 

Hello,

You can use C# and try to build a conversion script from the information in these posts:

How do I decode a base64 encoded string?

How do I encode and decode a base64 string?
 

A very similar question on our Community here.

Also, when the task is to upload a file to Creatio, the OData service is used for that purpose, here is an example:  https://community.bpmonline.com/questions/how-upload-attachments-odata
 

Hope it helps!

Hello,
Unfortunately, we do not have an exact ETA for releasing CoPilot yet. However, the first versions are planned to be released within this year. 

Hi Community,

Any update regarding this?

Hello,

Please make sure that the "Default page" setting is set to the "Form page" in the Accounts object located in a package that is at the end of the packages hierarchy (it might be in the Custom package). 

This issue might appear if in one of such objects the "Default page" setting is set to "Mini page", which overrides the base settings.

Something like this should work:

var base64FileString = Get<string>("Base64File");
var accountId = Get<Guid>("AccountId");
 
var attachFileType = new Guid("529bc2f8-0ee0-df11-971b-001d60e938c6");
var fileName = "SomeFile.docx" // set proper file type in file name
 
var entity = UserConnection.EntitySchemaManager.GetInstanceByName("AccountFile");
var fileEntity = entity.CreateEntity(UserConnection);
fileEntity.SetDefColumnValues();
fileEntity.SetColumnValue("AccountId", accountId);
fileEntity.SetColumnValue("TypeId", attachFileType);
fileEntity.SetColumnValue("Name",fileName);
fileEntity.SetBytesValue("Data", Convert.FromBase64String(base64FileString));
fileEntity.Save();

Ryan

Ryan Farley,

Thank you very much 

Hello!

The issue could be caused by a missing Default value within the Base Price List System Setting. Please check this. 

If this does not help, please contact support@creatio.com

Best regards,

Anton

Thanks a lot. 

I'm not aware of anything you can add in the column properties to make it not clickable, but it's possible that there's something available (hard to know and it's not mentioned in the List properties). 

Would it work to just expand the Lookup column to map the display value column directly to the list? Also, if you never want it a clickable link you can remove the default page for the object (if that is something that would work for your scenario - obviously won't work for OOTB entities)

Ryan Farley,

Thanks Ryan, I created another field and when create a new record using a process copy the Name column value to this column and in the detail show this another... is not the very best, but works :-)

Thanks

Julio

The reason why this isn't working is because FileService/GetFile requires authentication to read. This is not an anonymous endpoint. The receiver of this, where ever you're sending this URL of the document to, is actually getting a 401 Unauthorized. 

You'd have to either go the route of sending the base64 of the file, or expose an anonymous service in Creatio to provide the file to the other service.

Ryan

Ryan Farley,

Thank you, can you explain me please how can I convert the file to base64 please, I had see some examples but I not sure if I can do it using a script task in a business process or a source code 

Laura Jurado,

The code would look something like this (not tested, but this should get you started). For this, I have two process params, one a uniqueidentifier AccountFileId (an Id of an account file) and second an unlimited text AccountFileBase64. The script task would look something like this:

var fileId = Get<Guid>("AccountFileId");
 
var entity = UserConnection.EntitySchemaManager.GetInstanceByName("AccountFile").CreateEntity(UserConnection);
if (entity.FetchFromDB(fileId))
{
    var base64FileData = Convert.ToBase64String(entity.GetBytesValue("Data"));
    Set("AccountFileBase64", base64FileData);
}

Ryan

Ryan Farley,

Thank you very much. It helped me a lot