8.0 | Community Creatio

Question

Security Exception Description: The application attempted to perform an operation not allowed by the security policy. To grant this application the required permission please contact your system administrator or change the application's trust level in th

ABDULRAHMAN BINGHARAMAH

20:08 Dec 18, 2024

1 comments

Arsenii Ostapyk

22:02 Dec 18, 2024

Hello,

The mentioned error indicates that the application cannot access the DB.

Please double-check the access parameters specified in ConnectionStrings.config file.

Best regards,

Arsenii

Show all comments

Question

Field validation

Studio_Creatio

8.0

sum of value of duration field for multiple records should not be more than `n` minutes.

souresh khandelwal

20:18 Dec 17, 2024

Hey,
I'm working on a use case where I created a section 'Concert'. When I open any concert record It has some records related to 'Performance Detail'

Now I have to perform validation on PF_Duration Column. The Query is following:
"Perform verification whenever user adds or modifies a performance as follows: if the total duration of the concert performances exceeds the system setting value (see above), saving a performance record should not be permitted. Instead, a user should receive a message informing that no more than “N” total performances duration is allowed. “N” is the system setting value."
N = 150 minutes

1 comments

Sergii Zhmurko

02:15 Dec 23, 2024

Hi,

To solve this business problem, you can implement validation before saving the page. You can read more about this solution in the articles:

https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/platform-customization/freedom-ui/customize-page-fields/examples/implement-the-field-value-validation

https://academy.creatio.com/documents/technic-sdk/7-16/how-add-field-va…

Show all comments

Question

Sales_Creatio_enterprise_edition

8.0

Map widget for Creatio not showing as a chart type

Jacek Harlejczyk

14:58 Dec 17, 2024

Hello!

I'd like to ask for your advice please on how to use the Map widget for Creatio add-on.
https://marketplace.creatio.com/app/map-widget-creatio

According to the add-on description it should appear in the chart dashboard type as 'Bubble map'. Please see the screenshot below.

However, when I create a chart dashboard the 'Bubble map' is not there on the list.

I have also checked the widget type and by default it's always like the one below, also on a new bundle.

Could you please explain to me how can I built such bubble map dashboard?
I'd appreciate if you could share your expertise on this matter.

Sales creatio, v. 8.1.4

Best Regards,
Jacek Harlejczyk

3 comments

Olena Sidko

12:55 Dec 20, 2024

Hi Jacek,

The "Bubble map" type is available for only the Map chart. We will add this note to the listing description.

Jacek Harlejczyk

21:59 Jan 02, 2025

Olena Sidko,

Hi Olena,

Thanks for getting back on this.

The thing is that when I add a new dashboard, I cannot see this 'Map chart' dashboard type. Would you know what could be causing this?

All the nest in 2025! :-)
Jacek

Jacek Harlejczyk

12:24 Jan 08, 2025

Hello! Would anyone have any idea why the 'Map chart' dashboard type is not listed? Thanks!

Show all comments

Question

mobile

Sales_Creatio

8.0

Fill field by default in mobile application

Vladimir Sokolov

09:08 Dec 17, 2024

Hello,

We need to configure the Event field in the Lead object to be automatically prefilled for users in the mobile application. Since different managers are assigned to different events, the value should be dynamically calculated based on the specific user and prepopulated in the field.

Please note that this functionality should only apply to the mobile app and not the web version.

What would be the best approach to achieve this?

Thank you!
Vladimir

2 comments

Antonii Viazovskyi

14:57 Dec 19, 2024

Hello,

You can try setting up a business rule in the mobile application to achieve the required functionality. Business rules allow you to dynamically populate the value for the Event field in the Lead object based on the specific user.

For guidance on how to create and implement business rules in the mobile app, refer to the following articles:

Mobile app business rules.
Custom business rules of the mobile application.

Alternatively, you can design a business process to achieve the same goal. A business process can calculate the appropriate value for the Event field and populate it when a record is created or updated in the mobile app.

More information regarding business processes is available here:

BPM tools.

Best regards,
Antonii.

Vladimir Sokolov

23:46 Dec 19, 2024

Antonii Viazovskyi,

thank you for your answer.

Seems, it works only for Classic UI, but doesn't work for Freedom UI. We have tried to switch this checkbox on and off and found that.

Show all comments

Question

Collecting survey feedback inside an existing Case record

Adrian Arroyos

05:41 Dec 17, 2024

We are using Case records for mentoring requests. Case generation happens via an API call. Upon case closure we're looking to send out an email invite to user with a link to a survey web form on our website. We have the survey response fields already created within a new Case tab in Creatio:

The problem is that we're not quite sure which endpoint to use to get the users' form submission data into the survey response. I've tried a GET to the case object but don't see these fields returned, raising questions about how to POST it correctly. Ideas?

1 comments

Ryan Farley

06:39 Dec 17, 2024

If the fields were added in the designer, open the case object directly and do a publish and you’ll likely see the fields via the API.
Ryan

Show all comments

Question

package

Package Installation Error

Studio_Creatio

8.0

I cant´ create package for certification

Kevin Loaiza

18:20 Dec 16, 2024

Hello

When I try to create the package for certification and adding ProductCore as a dependency, the following error appears:

This error happens with every dependency that I try to add to a new package, I deleted some old packages before but I can´t pinpoint the exact issue.

How do I solve this? Thanks in advance

2 comments

Malika

20:17 Dec 16, 2024

Hello,

This error occurs because the data is not bound to the shown in the screenshot objects: "SysModuleEntity". Please follow the described steps to bind data and solve the error:

1. Create a "Data" element in your package. Example in screenshot below.

2. Select the SysModuleEntity object. Example in screenshot below.

3. On the "Bound Data" tab, add the id specified in the error. Example in screenshot below.

4. Save changes

Best regards,
Malika

Kevin Loaiza

22:08 Dec 17, 2024

Malika,

Thank you for your help!

Show all comments

Question

Sales_Creatio_enterprise_edition

8.0

Many to Many relationships - Brands & Models

Julia Molnar

10:34 Dec 16, 2024

Hi Community, I'm trying to create a system, that allows me to easily assign Brands and Models to Products and spare parts, to make it easier for the support teams and sales team to find related products. For the "main" products i.e a laptop, this is easy enough, i.e Brand: Lenove, Model: Thinkpad 4

However, now that I'm looking at spare parts the same logic becomes much more difficult i.e a charging cable. The charging cable might be suitable for Lenove Laptops and Asus Laptops and multiple models of each.

How do I assign multiple brands and models to that charger? The only options I see is to create merged brands and model i.e "Asus, Lenovo", however I am worried that this will get very messy very quickly and impossible to maintain as new products get added to the inventory...

In the perfect world, I would like to be able to open any product and have a filtered list by (product brand and product model) on the same page, which will display all spare parts and accessories that is compatible with that product.

Does anyone else face similar issues? Maybe I'm just overthinking it all and there is a really easy solution to it :)!

Thank you in advance!

Julia

3 comments

Arsenii Ostapyk

19:56 Dec 18, 2024

Hello!

Thank you for the detailed description of the problem. The implementation you described assumes the use of a many-to-many relationship, which cannot be supported directly in the relational database structure.

Please note that in relational databases, the many-to-many relationship cannot be directly implemented because it violates the principles of the relational model, which is based on atomic data and normalization. Instead, such relationships are resolved using an intermediate (junction) table.

These are tables that reference two other tables and define the relationships between them. For instance, if we have Table 1 and Table 2, and we need to establish a multi-relationship between them (e.g., linking a record in Table 1 to multiple records in Table 2), we would create a junction table. This table would contain references to both tables and define the dependencies.

This approach allows us to implement a multi-selection mechanism, such as associating a product with multiple brands or categories (e.g., one product having three or more associated brands).

Here’s an example of how the table could look:

CompatibilityID    ProductID    BrandID
1     101     1
2     102     1

3 101 2

Julia Molnar

03:23 Dec 19, 2024

Thank you Arsenii Ostapyk, that seems like it may be the solution to my problem. I have done a search through Creatio Academy for "junction" or "junction table". Can you point me in the right direction on where I can find information on how I go setting this up?

Mira Dmitruk

13:05 Dec 20, 2024

Julia Molnar,

Please note that we do not have any instructions or examples for this, since the question relates to the general Database structure principles, rather than to the Creatio system functionality. However, you are welcome to use the public open sources for more in-depth details on the subject.

Show all comments

Question

Marketing_Creatio

8.0

Participant number restriction

Artem Evdokimenko

12:41 Dec 15, 2024

Hello

We faced with situation when a user having access to all contact records can include all of them into one campaign (with no intention but due to mistake in a filter). Does Creatio have any capability to limit number of participants in one campaign? Because such mistakes can lead to unplanned licenses spending.

Of course some time it could be done by correction in visibility of Contact records, but are there any alternative ways? May be some kind of approvals in cases when numebr of contacts strats to exceed some values, or maybe it could be done with some system's configurations?

1 comments

Antonii Viazovskyi

10:27 Dec 17, 2024

Hello,

There is no built-in functionality in Creatio to limit the number of participants within a single campaign.
However, as a workaround, you can consider the approach described in this article:
Configure restriction of the number of emails for sending.

While this article primarily addresses restricting the number of emails sent, it can be adapted to monitor the size of the audience and prevent unintended large-scale campaigns.

We understand the importance of preventing unplanned license usage and minimizing human error. As such, we have forwarded your request to the R&D team for further consideration. They will evaluate the possibility of introducing functionality to limit campaign participants or implement approval workflows in future releases.

Best regards,
Antonii.

Show all comments

Question

upgrade

8.0.6

8.1.4

Studio_Creatio_enterprise_edition

8.0

Standard Buttons Missing After Upgrade from 8.0.6 to 8.1.4

Ismail el lahya

01:30 Dec 15, 2024

Hi Community,

We have upgraded the production environment from version 8.0.6 to 8.1.4. During the upgrade process, we encountered some errors in the log files (see below), but the upgrade continued to the latest version (8.1.4).

----------------------------------------------------------------------------------------------------------------------------------
console.error('The "Default" workspace assembly is not initialized.
ConfigurationAssemblyPath [/app/conf/bin/3/Terrasoft.Configuration.dll]
WorkspacePackagesPath [/app/Terrasoft.Configuration/Pkg]
LoadWorkspaceAssemblyError: [Error has occurred during the loading of workspace build
Could not load file or assembly "CrtEmailSender, Version=8.1.4.2940, Culture=neutral, PublicKeyToken=null". The system cannot find the file specified.

Could not load file or assembly "CrtCaseService, Version=8.1.4.2940, Culture=neutral, PublicKeyToken=null". The system cannot find the file specified.

Could not load type "Terrasoft.Configuration.DayInCalendarObjectV2" from assembly "CrtCalendar, Version=0.0.0.0, Culture=neutral, PublicKeyToken=null".
Could not load type "Terrasoft.Configuration.DayInCalendarExtendedV2" from assembly "CrtCalendar, Version=0.0.0.0, Culture=neutral, PublicKeyToken=null".
Could not load type "Terrasoft.Configuration.WorkingTimeIntervalObjectV2" from assembly "CrtCalendar, Version=0.0.0.0, Culture=neutral, PublicKeyToken=null".
Could not load type "Terrasoft.Configuration.CalendarUtilsBase" from assembly "CrtCalendar, Version=0.0.0.0, Culture=neutral, PublicKeyToken=null".
Could not load file or assembly "CrtSLM, Version=8.1.4.2940, Culture=neutral, PublicKeyToken=null". The system cannot find the file specified.

Could not load file or assembly "CrtMessage, Version=8.1.4.2940, Culture=neutral, PublicKeyToken=null". The system cannot find the file specified.

Could not load file or assembly "CrtWebhookServiceBase, Version=8.1.4.2940, Culture=neutral, PublicKeyToken=null". The system cannot find the file specified.

Could not load file or assembly "CrtWebFormBase, Version=8.1.4.2940, Culture=neutral, PublicKeyToken=null". The system cannot find the file specified.

Could not load file or assembly "CrtTouchPointBase, Version=8.1.4.2940, Culture=neutral, PublicKeyToken=null". The system cannot find the file specified.]
WorkspaceAssemblies: [CrtBaseConsts (Ver. 0.0.0.0), CrtFeatureToggling (Ver. 0.0.0.0), CrtCoreBase (Ver. 8.1.4.207), CrtMLangContent (Ver. 0.0.0.0), CrtMacrosBase (Ver. 0.0.0.0), CalendarBase (Ver. 0.0.0.0), CrtEmailTemplate (Ver. 0.0.0.0), CrtML (Ver. 0.0.0.0), CrtCalendar (Ver. 0.0.0.0), CrtSecurity (Ver. 0.0.0.0), Workplace (Ver. 2.0.0.0), CrtUISwitcher (Ver. 8.1.0.6492), CrtOmnichannelApp (Ver. 1.0.0.0), IntegrationV2 (Ver. 1.0.0.2), SspWorkplace (Ver. 2.0.0.0), MLProcessDesigner (Ver. 8.0.3.1669), XSSProtection (Ver. 0.0.0.0), CSP (Ver. 8.1.3.6587), FeatureToggling (Ver. 1.0.0.0), CrtCore (Ver. 8.1.4.2810), CrtCall (Ver. 8.1.2.3000), CrtSecurity7x (Ver. 0.0.0.0), CrtTouchPoint (Ver. 1.0.0.0), CrtProductivityApp (Ver. 8.1.2.3660), CrtLead (Ver. 8.1.1.1828), CrtJunkFilter (Ver. 8.0.10.242), CrtSpecification (Ver. 8.1.4.2800), CrtMLLeadScoring (Ver. 8.1.1.1828), CrtCase7x (Ver. 8.1.3.5953), CrtProductBase (Ver. 8.1.1.1828), CrtDocument (Ver. 8.1.1.1828), CrtInvoice (Ver. 8.1.1.1828), CrtOrder (Ver. 8.1.1.1828), CrtSLM7x (Ver. 8.1.0.1455), CrtCustomer360Mobile (Ver. 8.1.0.1455), CrtSLMITILService (Ver. 8.1.2.1093), CrtOpportunity (Ver. 8.1.1.1828), CrtProductCatalogue (Ver. 8.1.1.1828), CrtCustomer360App (Ver. 8.0.10.4653), CrtSLMITILService7x (Ver. 8.1.0.1455), CrtInvoiceOrder (Ver. 8.1.1.1828), CrtSupplyPayment (Ver. 8.1.1.1828), MLSimilarCaseSearch (Ver. 8.1.0.1675), CrtContract (Ver. 8.1.1.1828), CrtMLOpportunityScoring (Ver. 8.1.1.1828), CrtContractDocument (Ver. 8.1.1.1828), CrtOrderContract (Ver. 8.1.1.1828), CrtMLLeadConversion (Ver. 8.1.1.1828), CrtProductCatalogueInInvoice (Ver. 8.1.1.1828), CrtInvoiceContract (Ver. 8.1.1.1828), CrtProductCatalogueInOrder (Ver. 8.1.1.1828), CrtSimilarLead (Ver. 1.0.0.0), CrtTouchPointInC360 (Ver. 8.1.1.1828), CrtOpportunityManagement (Ver. 8.1.1.1828), CrtOrderDocument (Ver. 8.1.1.1828), CrtOrderLead (Ver. 8.1.1.1828), CrtOrderContractMgmtApp (Ver. 8.1.1.1828), CrtKnowledgeManagementObject (Ver. 8.1.2.2782), CrtLeadOppMgmtApp (Ver. 8.1.1.1828), CrtCaseService7x (Ver. 8.1.0.2567), CrtSalesInC360 (Ver. 8.1.1.1828), CrtOpportunityInvoice (Ver. 8.1.1.1828), CrtPlaybook (Ver. 8.1.2.2782), CrtMatomoConnector (Ver. 1.0.0.0), CrtCaseManagement (Ver. 0.0.0.0), CrtOCMInLeadOppMgmt (Ver. 8.1.1.1828), CrtDigitalAdsApp (Ver. 1.0.0.0), CrtCaseManagementApp (Ver. 8.1.3.4903), CrtEngagementToolsApp (Ver. 8.1.2.3105), CrtInvoiceInC360 (Ver. 8.1.1.1828), CrtKnowledgeManagementApp (Ver. 8.1.2.2782), CrtOrderContractInC360 (Ver. 8.1.1.1828), CrtMarketingCampaignsApp (Ver. 1.0.0.0), CrtOpportunityInC360 (Ver. 8.1.1.1828), CRM_F (Ver. 8.0.7.3863), MSchooling (Ver. 8.0.7.3863), UsrApp_kgvwarg (Ver. 8.1.0.6828), UsrApp_tbza4yl (Ver. 8.1.0.6828), PfdReport (Ver. 8.0.7.3863), CrtTouchPointInLead (Ver. 8.1.1.1828), CrtLeadOppMgmtInC360 (Ver. 8.1.1.1828), CrtC360InUiV2 (Ver. 8.1.1.264), UsrApp_cs2z91q (Ver. 8.1.0.6828)]');

----------------------------------------------------------------------------------------------------------------------------------
This error causes the application to not display the login page. Instead, it keeps showing a blank page with the Creatio logo. When checking the console, it says:

When accessed the configuration page using the link (https://hostName/ClientApp/#/WorkspaceExplorer) we ran generate source code for all schema and compile all after, the compilation finished without errors, and the application successfully opened using the login page. However, when verifying if all functionalities were working as expected, we noticed unusual behavior: some standard buttons (e.g., Select multiple records, Select all, Export to Excel, etc.) and the VIEW button on the right are not visible, as shown in the picture below.

have you ever encountered such case ?

thanks in advance

1 comments

Kyrylo Atamanenko

05:01 Dec 16, 2024

Hello!

This issue could happen due to some issue with generating static content on the site. Which can occur after an unsuccessful update in that case we would recommend checking update logs and restoring the site if needed.

If the update was successful, the "Compile All" action would fix the issue due to static content generation built-in the compilation process. But we recommend taking this action only if the site was updated successfully.

Show all comments

Question

Click to call hyperlink in Email template

Puneet Mehta

19:01 Dec 13, 2024

Hi All, I am trying to put in a phone number in email template and I want to make it "Click to Call". I tried hyperlinking the phone number text and selected phone number as shown in screenshot below. But I test this email, it takes me to tracking URL in the browser instead of giving me an option to call. How can I resolve this issue? Thanks