Hi Comunity,

We have a lookup (Contact) in a custom Section. When the modal page of the Contact opens we would like another default field and not the 'Full Name' to be the default one

Example:

How it is :

How we would like it to be:

How can this be achieved ?

Sasori

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Hello!

 

Unfortunately, it's impossible to make such a change with basic tools, only by development. 



We've registered it in our R&D team backlog for consideration and implementation in future application releases.

 

Examples of the implementation of your task are available here https://community.terrasoft.ua/questions/sdelat-mobilnyy-telefon-standa….



Best regards,

Mariia

Hi Community,

Any update ?

Hello!

 

Unfortunately, it's impossible to make such a change with basic tools, only by development. 



We've registered it in our R&D team backlog for consideration and implementation in future application releases.

 

Examples of the implementation of your task are available here https://community.terrasoft.ua/questions/sdelat-mobilnyy-telefon-standa….



Best regards,

Mariia

Thank you very much Mariia!

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Greetings, 



I am relatively new to CRON expressions and trying to get a grasp on it through reading on Quartz.net. Basically, I would like to add a timer element to time an email to launch every two weeks on Friday at 9:00 AM. 



What would be the best way to write this expression since Creatio only allows 7 parts max? Thanks in advance for any guidance provided.



Lucas

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 Hello Lucas,

 

If the CRON expression cannot be created using this quartz generator then this CRON expression won't work in the app. Indeed, expressions like this:

0 0 * * Fri [ $(expr $(date +%W) \% 2) -eq 1 ]

won't be processed by the designer stating that there are more than 7 parameters in the expression. But I will ask our core R&D team to add suppoting of complex expressions that will make it possible to use expressions like the one above.

 

Thank you for this idea and helping us in making the app better!

Oleg Drobina,

Hi Oleg, thank you for the feedback. Also, adding the ability to add a frequency of every 2 weeks, 3 weeks, 4 weeks, etc. to the timer campaign element can help as well.

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Is there any way  to change the color of all tabs on all the  record pages across the system by using low code

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Hello,

 

There is no such functionality for now. 

But we've registered it in our R&D team backlog for consideration and implementation in future application releases. 

 

hank you for helping us to improve our product. 

 

So now if we have to use this functionality how we can achieve  this using by code?

Surbhi Garg,

 

We don't have an example of it's implementation for now.

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Hi,

 

Can anyone guide to develop a business process to achieve the following:

 

Based on the selection of multiple checkboxes, approvals should trigger parallelly and move to the next stage when all the multiple approvers have approved.

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Hi!

 

This approach is covered in the post here: https://community.creatio.com/questions/approval-business-processes

 

You may review the process structure, explore Creatio documentation, and leverage conditional flows for effective parameter handling.

 

Hope it helps!

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Hi, can PDFs be printed using Printables? Or, is there another way to print PDFs?



There was a post that this was disabled in 7.14, but was coming back.

https://community.creatio.com/questions/ms-word-printable-template?_gl=….

It was possible using FastReports, but this has been retired in 8.0.3.

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Hello,

 

As of now, the PDF conversion functionality is not available in the ootb version of the system.



Currently, we can recommend using the PDF conversion feature in MS Word by using the "Save As" option.



As a workaround, if it is necessary to prevent users from making changes to the PDF file after exporting:

You can upload a Word file with a password for modifications as a template for the printable. This way, the necessary data will be included in the file, but it will not be possible to make changes without knowing the password.



Additionally, we can suggest an alternative approach:

Use the marketplace addon "Aspose.PDF connector for Creatio" - https://marketplace.creatio.com/app/asposepdf-connector-creatio



Best regards,

Yuliya

Hello,

 

As of now, the PDF conversion functionality is not available in the ootb version of the system.



Currently, we can recommend using the PDF conversion feature in MS Word by using the "Save As" option.



As a workaround, if it is necessary to prevent users from making changes to the PDF file after exporting:

You can upload a Word file with a password for modifications as a template for the printable. This way, the necessary data will be included in the file, but it will not be possible to make changes without knowing the password.



Additionally, we can suggest an alternative approach:

Use the marketplace addon "Aspose.PDF connector for Creatio" - https://marketplace.creatio.com/app/asposepdf-connector-creatio



Best regards,

Yuliya

Is there a plan to reinclude PDF exports OOTB at some point ?

 

Yuliya Gritsenko,

Yuliya, thanks for the response  That's frustrating...hope it will be added back soon.

Raoul,

Hello,

 

We have registered an idea and forwarded it to the corresponding R&D team for further review.

Unfortunately, there is no exact ETA as of now.

 

Best regards,

Yuliya

Yuliya Gritsenko,

Thank you.

Yuliya Gritsenko,

 

 

I've tried to use that marketplace extension following all the steps but I get an error when trying to generate a printable in PDF format. Do you know if there is any incidence or recent bug with that extension?



Regards

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Hello Community,

 

I need to know if it is possible (and how to proceed if possible) to upload a file into Creatio (in this specific case an audio file) from an external application using OData connection in version 8.0.10. The file need to be uploaded into the attachments detail of a custom section.

 

Thank you!

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Hello Javier,

Regarding the general function of OData, you can find detailed information in the following resource:

 

OData Overview

 

For more specific examples and methods, you can refer to this documentation:

 

OData Methods and Examples

API for file management

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Hello everyone,

Previously, I posted a question in this forum to find out if it's possible to send webhooks from Creatio to my external REST API. According to the documentation, it seems that only receiving webhooks from an external service is supported. In response, I was suggested to create a process in the control panel and configure actions to listen for changes in some model and then send that information to my web service.

So far, I've followed these two steps:

  1. I created a web service and configured its headers and parameters.

  2. I created a process that listens for changes in a model, such as Opportunity, and then sends that information to my web service (which is my REST API).

I managed to do this process manually, but currently, I'm developing an integration with Node.js, and I'm consuming Creatio's OData4 REST API. My goal is to automate these two previous steps using code.

My questions are as follows:

  1. Is it possible to create a web service from Creatio's REST API?

  2. Is it possible to create a process using native C# code or metadata from the REST API?

I appreciate any guidance you can provide!

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Hi!

 

1. The web services themselves are suggested to be made by the following guide: https://academy.creatio.com/docs/7-18/developer/back_end_development/we…

You can test a different approach such as described however there is no official confirmation that it can be achieved by REST API request.

 

2. Creating processes using native C# code or metadata from the REST API in Creatio involves more advanced customization. The Creatio platform does support server-side scripting with C# and provides access to metadata through its API. Here is some reference info to consider: https://academy.creatio.com/docs/developer/development_tools/delivery/c…

 

Hope it helps and best of luck with your project!

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Hello everyone,

Previously, I posted a question in this forum to find out if it's possible to send webhooks from Creatio to my external REST API. According to the documentation, it seems that only receiving webhooks from an external service is supported. In response, I was suggested to create a process in the control panel and configure actions to listen for changes in some model and then send that information to my web service.

So far, I've followed these two steps:

  1. I created a web service and configured its headers and parameters.

  2. I created a process that listens for changes in a model, such as Opportunity, and then sends that information to my web service (which is my REST API).

I managed to do this process manually, but currently, I'm developing an integration with Node.js, and I'm consuming Creatio's OData4 REST API. My goal is to automate these two previous steps using code.

My questions are as follows:

  1. Is it possible to create a web service from Creatio's REST API?

  2. Is it possible to create a process using native C# code or metadata from the REST API?

I appreciate any guidance you can provide!

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Hello everyone,

Previously, I posted a question in this forum to find out if it's possible to send webhooks from Creatio to my external REST API. According to the documentation, it seems that only receiving webhooks from an external service is supported. In response, I was suggested to create a process in the control panel and configure actions to listen for changes in some model and then send that information to my web service.

So far, I've followed these two steps:

  1. I created a web service and configured its headers and parameters.

  2. I created a process that listens for changes in a model, such as Opportunity, and then sends that information to my web service (which is my REST API).

I managed to do this process manually, but currently, I'm developing an integration with Node.js, and I'm consuming Creatio's OData4 REST API. My goal is to automate these two previous steps using code.

My questions are as follows:

  1. Is it possible to create a web service from Creatio's REST API?

  2. Is it possible to create a process using native C# code or metadata from the REST API?

I appreciate any guidance you can provide!

Like 0

Like

1 comments

Hello everyone,

Previously, I posted a question in this forum to find out if it's possible to send webhooks from Creatio to my external REST API. According to the documentation, it seems that only receiving webhooks from an external service is supported. In response, I was suggested to create a process in the control panel and configure actions to listen for changes in some model and then send that information to my web service.

So far, I've followed these two steps:

  1. I created a web service and configured its headers and parameters.

  2. I created a process that listens for changes in a model, such as Opportunity, and then sends that information to my web service (which is my REST API).

I managed to do this process manually, but currently, I'm developing an integration with Node.js, and I'm consuming Creatio's OData4 REST API. My goal is to automate these two previous steps using code.

My questions are as follows:

  1. Is it possible to create a web service from Creatio's REST API?

  2. Is it possible to create a process using native C# code or metadata from the REST API?

I appreciate any guidance you can provide!

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6 comments

I'm not sure I understand your question exactly. Are you saying you want to create a service endpoint in Creatio that you'll consume from outside of Creatio? 

If that is the case, then yes. You can create custom endpoints in Creatio that can be consumed from outside. Sample service shown here: https://customerfx.com/article/creating-a-web-service-and-consuming-it-…

More here: https://academy.creatio.com/documents/technic-sdk/7-16/creating-configu…

To consume it from outside, you'd first need to authenticate, see https://academy.creatio.com/documents/technic-sdk/7-16/authentication-e…

Then, you'd POST/GET etc the endpoint for the configuration service.

Ryan

Ryan Farley,

Ryan Farley,

Can I create a process and webservices using low code or rest api? 

No. That area does not create a Web service. That area only defines how to call an existing web service. That is used if you need to call an external API from a process in Creatio. You defined the URLs in parameters there so the process element knows how to call the web service. 

Ryan

Ryan Farley, 







Thank you very much for your help, however my other question is if you have ever had the opportunity to create web processes and services using the odata rest service?

Brayan,

I am not sure what you're asking. Are you referring to consuming the Creatio OData API? If that is the case, you can see Postman examples of this here: 

https://documenter.getpostman.com/view/10204500/SztHX5Qb

Ryan

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