Hello,

The sort column should be presented in the template to keep the sort order in the report and on the UI; in other words, the issue occurs because you have not added the column by which the fields are sorted on the UI to the template of your report. 

When the report is generated, the system ignores all columns that are not presented in the template, so data cannot be sorted by them. 

Our responsible R&D team is already aware of the described behavior and has registered the corresponding task to implement the functionality in the upcoming versions of the application.

Hi,

Tested in the local app - create the very same validator (with the same name) in the schema that is a child for your schema and add your logic there. As a result the validator fgrom from the child schema will be called.

Hello, 

This is the standard (OOTB) behavior of Cases.
If you change the stage of a record that initiated a business process — whether from within the business process itself, its subprocesses, or the record — all tasks, processes (including subprocesses), open pages, etc., will be canceled.

More detailed information can be found here:
Case Designer workflows

If the issue is more complex, please create a support request by emailing support@creatio.com.

Regards,
Orkhan

Greetings!

There’s no way to get this using the basic method - it doesn’t support sending form requests.
You’ll need to write a task script for that.

It requires writing C# code that uses WebRequest to send the request.
For example:

public bool Execute(UserConnection userConnection)
{
    var tokenUrl = "https://your-creatio-instance.com/connect/token";
    var clientId = "your_client_id";
    var clientSecret = "your_client_secret";
    var request = (HttpWebRequest)WebRequest.Create(tokenUrl);
    request.Method = "POST";
    request.ContentType = "application/x-www-form-urlencoded";
    request.Accept = "application/json";
    var postData = $"grant_type=client_credentials&client_id={HttpUtility.UrlEncode(clientId)}&client_secret={HttpUtility.UrlEncode(clientSecret)}";
    var data = Encoding.UTF8.GetBytes(postData);
    try
    {
        using (var stream = request.GetRequestStream())
        {
            stream.Write(data, 0, data.Length);
        }
        using (var response = (HttpWebResponse)request.GetResponse())
        using (var reader = new StreamReader(response.GetResponseStream()))
        {
            var responseText = reader.ReadToEnd();
            var tokenResponse = JsonConvert.DeserializeObject<OAuthTokenResponse>(responseText);
            // if you want you can do something with tokenResponse.access_token            
            return true;
        }
    }
    catch (WebException ex)
    {
        if (ex.Response != null)
        {
            using (var reader = new StreamReader(ex.Response.GetResponseStream()))
            {
                var errorText = reader.ReadToEnd();
                // Here also you can log the error or display it
                Console.WriteLine("OAuth error: " + errorText);
            }
        }
        else
        {
            Console.WriteLine("WebException without response: " + ex.Message);
        }
        return false;
    }
}

Regards, 
Orkhan

Open the code for the page and locate the Password field in the viewConfigDiff. Change the line: 

"type": "crt.Input"

To the following: 

"type": "crt.PasswordInput"

Ryan

Hi Andrew, were you able to achieve this?

No, that's why I asked here.

Hello,

Unfortunately, it is not possible to restrict the visibility of feed messages to only specific users with tag through out-of-the-box tools in Creatio. Feed messages typically inherit the access rights of the record they are associated with, meaning anyone with access to the record can also see the feed.

However, you can manage access rights to feed messages by adjusting the permissions for the SocialMessage object. This object controls the visibility of comments and posts within the platform.

You can try to use a  business process to manage the visibility of feed messages. By incorporating logic within the business process, you could create custom steps to control who can access the feed message based on conditions like user roles or specific user mentions.

Best regards,
Ivan

Thank you Ivan!

Hello.

Currently, there is no built-in remark functionality for approvals in the product.

However, you can achieve your business goal by creating a custom business process that is triggered when an approval is rejected. This process can be configured to implement any follow-up actions based on your specific business logic.

For guidance on how to set up such a process, we recommend reviewing the following articles:
https://academy.creatio.com/docs/8.x/no-code-customization/bpm-tools/process-elements-reference/user-actions/approval-process-element
https://academy.creatio.com/docs/8.x/no-code-customization/category/business-process-setup
https://academy.creatio.com/docs/8.x/no-code-customization/category/process-administration

Additionally, we have created a task for the R&D team to review the possibility of adding such functionality in the future releases.

Best regards,
Antonii
 

Hi,

Yes, it is feasible to recreate the logic used for Leads/Opportunities by implementing a custom object with a workflow that records stage history. You can create a separate object to store the stage history and configure a process that automatically creates a record each time the stage of the main custom object changes.

However, please note that the standard Sales Funnel dashboard in Creatio is designed to work with standard entities such as Leads and Opportunities. Custom objects are not supported out-of-the-box in this dashboard. To include data from a custom object in a funnel visualization, custom development will be required. This could involve creating a custom dashboard widget or a report using the Analytics section.

Best regards,
Anton

Thanks Anton!

I think it'd good if Creatio developing the AI for system customizations would look into creating a flow that automatically sets or gives a possibility to set these 'additional components' like Stages history, Days per stage calculation, and a custom sales funnel based on that initial custom object. 

Just some food for thought :-) 

Thank you for your answer! It's much appreciated. 

As far as getting the user for each contact, you could do this by creating another process inbetween the two. Create a subprocess and add parameters for the columns you want to include in the push notification (subject, lead, start, and contact). In this subprocess, you would read System Administration Unit (user) for the contact passed, then pass the values including the user to the Send Push Notification subprocess. In the main process, you'd change things so after reading the activities for the time period as a collection, you'd pass each to this new subprocess, and it would read the user for the contact and call the subprocess to send the push notification.

Ryan

it works, huge thanks!

Is it possible to pass 2 or more users to singe Push notification subprocess?

Or should I use similar approach and create a fork (AND) in business process to call Push notification subprocess in case I need to sent the same Push notification to 2 or more persons?

Leonid,

You'd have to call that subprocess twice, once for each user.

thanks!

There's a feature you can add/enable called "EnabledAppearanceSettings" that turns on the ability to choose different sizes for the modal/mini pages. See more here: https://customerfx.com/article/changing-the-size-of-freedom-ui-modal-mi…

1. Go to https://[creatiourl/0/flags
2. Search to see if you have the feature named "EnabledAppearanceSettings" (you won't have it, but just to make sure. If not, click Add to add it, enter:
   1. Code = EnabledAppearanceSettings
   2. Enabled = checked
   3. Save, then click Clear Cache
3. Now when you open the designer for a modal/mini page, you'll see some size options

Ryan

Ryan Farley,

Thanks. That's exactly what I was looking for.