Hello,

Could you please describe your business idea in more detail, what logic exactly do you need to achieve?

Hi Mira,

I'd like to filter feed messages entered on Account timeline using advanced filters/ folders in the Account section. 

So, in advanced filters I'd like to select object (e.g. Feed?), quantity, and then filter message text using 'contains' logical value.

Could you let me know if this is possible and how best to set it up?

Best regards,
Jacek

Hello,

Thank you, could you please also describe your business idea behind, what are you trying to achieve by such a setup?

Hi Mira, 

Firstly, maybe I will clarify that this is about a FUI configuration. What I am looking to do is just to filter the data entered as Feed messages. We will treat Feed similarly as Notes, but with an additional ability to upload attachments, so I'd like to be able to filter the data there on a higher (Account list page view) level. 

Thanks!
Jacek

Assuming what you're after is to see accounts with feed/timeline activity, for example, see which accounts have new activity this week. However, a filter like this will show accounts with activity/messages, not the activity/messages itself. 

Feed messages are object SocialMessage (title: Message/comment), however, they don't have a direct lookup to accounts since they are generic for any entity (the record stores the account Id in a generic EntityId column, not a lookup to the account). This is why they don't show in the list of objects related to accounts. To use this object in this way, I typically create a view to directly relate account feed records to the account so it can be used in filters. Not sure if it's possible to use in an account filter without that. 

Note, this would only account for Feed messages, however. If you want all timeline entries, that would come from several different sources (Case, Order, Opportunity, Activity, SysFile, etc) 

I'm not 100% sure I follow, but if you're updating a record in a process and expecting to see if refresh that on the UI, make sure that the object has it's "Enable live data update" property checked. 

Ryan Farley,

i've tried this just now, but it still failed to close the popup and refresh the listpage

i've searched a few related cases and found that you need to access LiveEditingForCurrentUser , however i cannot seem to find it in creatio can you help me through this process?

Hello.

LiveEditingForCurrentUser is a feature that can be enabled via the Feature Toggling section.

To access this section, open the following URL, replacing my_site_name with your actual site name:
https://my_site_name.creatio.com/0/flags

On the page that opens, locate the LiveEditingForCurrentUser feature and enable it using the toggle.


For more detailed information, you can refer to the following Academy article:
https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/platform-customization/interface-control-tools/existing-feature/overview

Best regards:
Antonii.

What is the expected behavior you are wanting? If what you're wanting is basically two different/separate buckets of files attached to the same record, you can use file tags to separate them. Enter a different File Tag value for each of the Attachment components - just type a different value in that property of each component such as "KTP" in one and "NPWP" in the other. As a file gets uploaded it will get that tag added to it and the components will filter to only show files with that tag. https://academy.creatio.com/docs/8.x/no-code-customization/customization-tools/ui-and-business-logic-customization/element-setup-examples/components/set-up-an-attachments-component

Ryan

Ryan Farley,

That worked like a charm, tthank you very much :D

Hello, 

Please contact our support team directly at support@creatio.com so we could properly analyze your request.

Hello!

The value of the personal User session timeout is applied after the user's previous session ends if the value was changed during the user's active session.

Please make sure that the user's session has ended and check the session time of this user one more time.

Thank you for reaching out!

So, do you mean the user needs to log out of Creatio for the new value to work?

If so, its not working as advertised then -- I have logged out many times since I changed it to 4 hours, and it still logs me out at 1 hour (system default).  I have also rebooted. 

Any suggestions are appreciated.   Thanks, Rob.

Verified its not just me that has this problem here at our organization.

Hello!

Could you please check the End Session Method of the specified users in the sessions detail? 

If the value is 0, it means that the session was not finished, and it is better to finish it manually by the user by logging out.

Also, we recommend you perform Flash Redis on the site. This may help you to clear cash.

Please notify us about the result after.

Dear Muhammad,

You can find more information on how to work with templates in the following Creatio Academy articles:
https://academy.creatio.com/docs/8.x/creatio-apps/creatio-basics/communications/work-with-message-templates
https://academy.creatio.com/docs/8.x/creatio-apps/products/marketing-tools/email-marketing/classic-ui/email-templates/create-an-email-template

Please note that macros will only appear when the template is opened from its corresponding source object. This means that if you send an email via the Communication panel, only templates with the source set to Activity (or those with no source) will be available — as all emails are stored in the Activity object.

If you'd like to use macros from another object, you'll need to add the MessageComposer element to the page where these macros are intended to be used.

Have a great day!

Hi Alina Yakovlieva,
 

Thank you for your advice, but I’m still confused to implement it. Can I use the button to trigger the action that runs the business process, where the business process reads data and sends an email, as shown in the image below

config read data

Config send email ( For the 'From' field, it should be filled with the company email (how do I insert the company email?), while for the 'To' field, it should send the email to the value that was previously read.)

and the button

 

Muhammad Rizky,

Hello,

So you can use the button to trigger a business process.

For the 'From' field, it should be filled with the company email (how do I insert the company email?)

I see that you have chosen to get the email from the system settings. So to insert the email in the business process you need to fill in the system settings by selecting one of the mailboxes already added to the system:



You also filled in that field correctly if you want that field to be filled with a value from the collection in which you are reading the Gengerate Document. However, I recommend making sure that the sorting condition returns the record you need and the field with the required email:

Hello!

You can configure this behavior using a Business Process.

The process should first read the "Assignee Group" value from the case record. Then, using the "Change access rights" system element, you can define which access rights to grant or revoke based on your business logic.

Please see more details in the Creatio Academy article: https://academy.creatio.com/docs/8.x/no-code-customization/category/case-designer-elements-reference

Have a nice day!

Hello,

Please register this issue with our Support team directly via support@creatio.com so we could analyze it properly.

Hello!

In this case, we recommend exploring the Creatio Marketplace, where you can find a variety of reporting solutions that may meet your requirements, including those supporting advanced analytics and complex data processing.

Please follow the link: https://marketplace.creatio.com/catalog?search=report&check_logged_in=1&page=6

Have a nice day!

Sadly, no such reporting option currently exists for Creatio. We typically with extend the Word printables using a lot of custom macros for data retrieval and the use of views and have the complex logic performed in the view. For now, that is the best option.

Does anybody has any experience with the Power BI connector? I don't know Power Bi, but i was always under the impression that is was something like Reporting Services....