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?

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 

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 

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? 

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

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

I am trying to filter the list of products shown in the Application page, based on the field Segment. The field segment is part of the object FZVwActiveProduct (it represents a view in db). This object has the following fields:  FZId (GUID), FZOpportunityConditionName (Text),

FZProduct (Lookup -> Product), FZProductCategory(Lookup -> ProductCategory), FZProductType (Lookup -> ProductType), FZSegmentation (Lookup -> Segment). 

The filter used for Products in BaseFinApplicationPage uses the object  VwFinActiveProduct (it represents a view in db), which has the following fields: Name (Text), OpportunityCondition(Lookup -> OpportunityCondition), Product(Lookup -> Product).

The original creatio function used for filtering is:

    getActiveProductLookupFilter: function() {
                    var filters = this.Terrasoft.createFilterGroup();
                    var productType = this.get("ProductType");
                    var productCategory = this.get("ProductCategory");
                    if (this.Ext.isObject(productType)) {
                        var productTypeFilter = this.Terrasoft.createColumnFilterWithParameter(this.Terrasoft.ComparisonType.EQUAL,
                            "Product.Type", productType.value);
                        filters.add("TypeFilter", productTypeFilter);
                    }
                    if (this.Ext.isObject(productCategory)) {
                        var productCategoryFilter = this.Terrasoft.createColumnFilterWithParameter(this.Terrasoft.ComparisonType.EQUAL,
                            "Product.Category", productCategory.value);
                        filters.add("CategoryFilter", productCategoryFilter);
                    }
                    var productStatusFilter = this.Terrasoft.createColumnFilterWithParameter(this.Terrasoft.ComparisonType.EQUAL,
                        "Product.ProductStatus", BaseFinanceConstants.ProductStatus.IsActual);
                    filters.add("StatusFilter", productStatusFilter);
                    return filters;
                }

I have overriden it to use the foloowing filtering, but it does not provide any filtering and it throws the error:

{
   "errorCode": "ItemNotFoundException",
   "message": "Column by path [FZVwActiveProduct:FZProduct].Id not found in schema VwFinActiveProduct.",
   "errors": []
}

getActiveProductLookupFilter: function() {
             var borrower = this.get("Borrower");
             var filters = this.Ext.create("Terrasoft.FilterGroup");
             // Retrieve the SegmentationId from the borrower
             var segmentationId = borrower.FZSegmentationId;
             var contactFilter = this.Ext.create("Terrasoft.FilterGroup");
              var contactLookupFilter = Terrasoft.createExistsFilter("[FZVwActiveProduct:FZProduct].Id");
             //Application Filter
             contactLookupFilter.subFilters.addItem(Terrasoft.createColumnFilterWithParameter( Terrasoft.ComparisonType.EQUAL, "FZSegmentation", segmentationId));
             contactFilter.addItem(contactLookupFilter);
             return contactFilter;
             // Create EXISTS filter for FZVwActiveProduct
             var existsFilter = Terrasoft.createExistsFilter("[FZVwActiveProduct:FZProduct].Id");
             
             // Filter to match Product in VwFinActiveProduct with FZProduct in FZVwActiveProduct
             existsFilter.subFilters.addItem(
               Terrasoft.createColumnFilterWithParameter(
                 Terrasoft.ComparisonType.EQUAL,
                 "FZProduct",
                 "Product"
                 )
             );
           // Filter to match SegmentationId in FZVwActiveProduct
             
         existsFilter.subFilters.addItem(
           Terrasoft.createColumnFilterWithParameter(Terrasoft.ComparisonType.EQUAL, "[FZVwActiveProduct:FZProduct].FZSegmentation", segmentationId)
         );
             
       // Add the EXISTS filter to the filter group
       filters.addItem(existsFilter);
       return filters;
}

Hi Guys, We have checked the free Whatsapp tool by creatio but that is limited to only inbound messages however we want to send outbound messages to our team internally. How is that possible. I saw some other connectors but they are too costly.

Hello everyone,

I’m working on a solution that automatically adds 15 minutes to the StartDate and assigns this new value to the DueDate attribute in Creatio. The issue is that although the logs show the correct date (after adding 15 minutes), the DueDate value is not updating on the page, and I still see the old value.

Here’s my code in the handler:

javascript

handlers: [
  {
    request: 'crt.HandleViewModelAttributeChangeRequest',
    handler: async (request, next) => {
      if (request.attributeName === 'StartDate') {
        const startDate = request.$context.StartDate;
        console.log("StartDate before adding minutes: ", startDate);
 
        if (startDate) {
          // Add 15 minutes to StartDate
          const newDueDate = new Date(new Date(startDate).getTime() + 15 * 60 * 		  1000);
          console.log("DueDate after adding 15 minutes: ", newDueDate);
 
          // Assign the new value to DueDate
          request.$context.DueDate = newDueDate;
 
          // I also tried using $set to update the UI
          try {
            if (request.$context.$set) {
              request.$context.$set('DueDate', newDueDate);
            }
          } catch (error) {
            console.log('Error with $set method:', error);
          }
        }
      }
 
      return next?.handle(request);
    }
  }
]

• The logs show that the date is correctly calculated, and 15 minutes are added 
• However, on the Creatio interface, I see that DueDate is not updating.
• Even though I tried using the $set method to update the value, it still does not work.

**Has anyone encountered this issue before? How can I ensure that the DueDate is updated correctly on the interface after modifying StartDate? Any suggestions would be greatly appreciated!

Thank you in advance!

Hi everyone!

I am stuck with the BP, hope you can help me out.

I have a detail with duplicate records in it. These records are automaticaly added after the certain emailing (via webhooks). The issues is there are duplicates and I do need them - I need some of them be deleted and at least one should be staying (see image below). 

I cannot understand how to write the deleting part in business process