I have a fix for this, not in the Creatio documentation, using ISS Manager edit permissions for the Creatio site, allocate full control to the IIS_IUSRS group.
I am importing data through Excel into my custom section and attempting to auto-calculate a field based on two other fields in the UI. However, since the user won't be opening the form page, the business rules and JavaScript code I've written aren't being triggered .
I also wrote an" Oninserting" entity event layer code, the same is not getting triggered as well,however the entity event layer code is getting triggered on click of the new button. How do i approach this?
Please describe in more detail what code you wrote (if possible, provide an example), what it is for, and how it's connected to business rule and import.
I am trying to create a monthly summary (email sent, emails delivered, emails open, email bounced, number of clicks & Open rate) of email totals using pivot table in Dashboards. I have created group rows - Year and Month from Finished on Date on the email object using calculated field. Open rate is Number of opens in a month/number of emails sent in a month. When I am trying to create a calculated field Open Rate, it is calculating open rate for each row first and then summing up for the month. I want this to sum up both opens & sent on month first and calculate open rate later. How should I go about it?
I've have successfully implemented OAuth 2.0 using the Identity Service provided with Creatio Studio (v 8.1.3) but I have not figured out how to use Refresh Tokens.
Can the OAuth 2.0 Refresh Token be implemented using that service? If so, how do I get a Refresh Token?
OAuth 2.0 authorization for integrated applications does not support refresh token flow. The third party application has to generate token and system administrator needs to update the synchronization parameters.
If you want to assign a new role for the system user, please navigate to System Designer → Organizational roles.
In this section, you can set up any existing role for the system user or create a new role and add the user to it.
Or you can navigate to System Designer → System users. In this section, you need to select the user and switch to the Role tab. In this tab, you can add organizational or functional roles to selected user.
You can find more information regarding your question here:
Is there a way to create a filter on the approval delegation list?
For example, the user is prompted with an approval using the approval step in a business process. They access it from the right hand panel and choose "Delegate Approval" and the window that appears offers all users and roles as an option. We want to offer a select role only as available options. Is this possible?
We have discussed the case with the responsible R&D team, who informed us that there is no possibility of managing the "Change Approver" option by roles. But the query for future implementation and further analysis was registered for the responsible team.
If you have any further questions, please respond to this email we would be happy to help.
I am creating a business rule to auto-populates the field with the current user contact for custom field Owner, but I am not able to find out what should be the action for this and also not able to see the current user option. Please see the screenshot below
Not possible with rules on classic pages. Best option would be to set it as the default for that column in the object. Select the object and choose the Owner column and set Current User Contact for default value. Otherwise, you'd need to get current user and populate via code in the onEntityInitialized - make sure the page is in add mode.
we need to implement DateTime field, that will always display time without applying current user timezone, so value entered there should be the same for users in Asia or America.
Unfortunately, there is no out-of-the-box functionality to implement a DateTime field that ignores the user's time zone settings. To achieve this, custom development would be required.
I'm encountering an issue when trying to add a new contact in Creatio. A pop-up error appears that says:
"Could not load file or assembly 'CrtCoreBase, Version=8.1.2.3941, Culture=neutral, PublicKeyToken=null' or one of its dependencies. The system cannot find the file specified."
I've checked the installation and verified most dependencies, but I'm unsure what could be causing this or how to resolve it. Has anyone else faced this issue? Any suggestions or guidance would be greatly appreciated.
The problem may occur because the site on which you developed the functionality is on another version than the test site to which you transferred the package. We do not recommend transferring a package that was developed on one version of a site to a site of another version, as inconsistency may occur.
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?
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.
