Can we remove the hyperlinks (blue-colored text) from the contact names in the selection window? Users find it cumbersome because they expect clicking on a name to select it, but instead, it navigates to the profile.

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Hello,

The parameter “showValueAsLink: false” works only for the lookup fields on the form pages. 

 As for the Lists, unfortunately, there is no such possibility so far.

However, our R&D team is already working on the feature that will allow disabling link generation for lookup columns of related objects, so it is expected to be implemented in future releases (no ETA yet).

Best regards,
Ivan
 

Ivan Savenko,

Hi Ivan,

 

Understood. I just wanted to confirm—does the same apply when selecting an email template to send an email?

 

Hello,

Unfortunately, this applies to the email templates as well.

Best regards,
Ivan
 

You can do it using Global CSS.
Install the CSS/JS Addon https://marketplace.creatio.com/app/experceo-global-jscss-editor-creatio
Then use the CSS code below:

mat-dialog-container crt-link {
pointer-events: none!important;
cursor: default!important;
}

You can improve the css selector as needed.

Hope this helps!

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In Creatio, how can I automatically populate the "To" field with the contact's name when sending an email from the Contact or Lead section?

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Customer FX has some articles on their website to handle the code for that. Still do not understand the logic behind not doing so on a contact page... We should have no code possibilities to choose what to link if we wish to, this creates lots of uncessary clicks for the sales reps..

Hello,
 

Unfortunately, currently it is not possible to automatically populate the "To" field in Message composer element. Our development team is already aware of this need, and we are actively working on implementing this feature in the upcoming versions of the application.
 

We sincerely appreciate you bringing this to our attention. Your feedback is extremely valuable to us, and we are continuously working to improve our product to better meet your needs.
 

Thank you for reaching out!

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I am trying to create two different section incoming email and outgoing email, but message type(which hold incoming and outgoing) is empty.
 

So wondering why message type is empty but it filled(outgoing) when creatio send auto email to contact like when case stage changes, etc.

 

Currently i am using To(in incoming section) and From(in outgoing section) to filter emails.

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Best reply

Hello,

The problem is that the "Message type" column is no longer used in the new synchronization mechanism. We don't have a column property on the Activity that indicates whether it is an incoming or outgoing email.

This column is not populated by default. The logic that would fill this field does not currently exist in the system.

However, there is a way to determine this through additional filtering. When an email is synchronized, a record is created in the EmailMessageData table, which specifies the mailbox that synchronized the email. Based on this mailbox, the role of the email can be determined.

For example, if you synchronize the mailbox example@mail.com, then if this mailbox is in the "From" field, the role of the email will also be "From". If it is in the "To/CC/BCC" fields, the role of the email will correspondingly be "To/CC/BCC". Thus, you need to build a filter based on the relationships in EmailMessageData, where Role = From. In this case, you will filter for emails that were sent.


Additionally, you can configure a business process that will read the Role column of the EmailMessageData table for incoming/outgoing emails and, based on the Role field, set the Message type for the Activity record.

Best regards,
Pavlo!

Hello,

The problem is that the "Message type" column is no longer used in the new synchronization mechanism. We don't have a column property on the Activity that indicates whether it is an incoming or outgoing email.

This column is not populated by default. The logic that would fill this field does not currently exist in the system.

However, there is a way to determine this through additional filtering. When an email is synchronized, a record is created in the EmailMessageData table, which specifies the mailbox that synchronized the email. Based on this mailbox, the role of the email can be determined.

For example, if you synchronize the mailbox example@mail.com, then if this mailbox is in the "From" field, the role of the email will also be "From". If it is in the "To/CC/BCC" fields, the role of the email will correspondingly be "To/CC/BCC". Thus, you need to build a filter based on the relationships in EmailMessageData, where Role = From. In this case, you will filter for emails that were sent.


Additionally, you can configure a business process that will read the Role column of the EmailMessageData table for incoming/outgoing emails and, based on the Role field, set the Message type for the Activity record.

Best regards,
Pavlo!

Hello, 


Its working. I tried business process approach and its working fine.

Thanks

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Hello community,

 

I'm trying to use terrasoft.axd to download an image that is loaded as a system setting.
I am using the following query string /terrasoft.axd?s=nui-binary-syssetting&r=Glbxxx
where Glbxxx is the system setting code.
I don't understand why some calls return the correct image and others return a http error 401 (access denied).

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Hello. 

The 401 Unauthorized error you are encountering is not related to access rights (Access Denied) but rather to session authentication. This happens because your session expired or was not active at the moment you made the request. As a result, the system does not recognize your authentication and returns a 401 Unauthorized response. 

This is not an issue with the terrasoft.axd endpoint itself, but rather an authentication problem. We recommend checking whether your session is still active when making the request and re-authenticating if needed.

 For more details, you can refer to the official HTTP 401 documentation: MDN - 401 Unauthorized

Best regards,
Antonii.

Hello Antonii,

In the Creatio login page the logo in the top is downloaded using the following link 
https://xxx.creatio.com/terrasoft.axd?s=nui-binary-syssetting&r=LogoImage"
when I navigate to the login page the user doesn't have an active session, so could you explain how it works?

 

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Hello Everyone,

 

I want to implement a functionality on a web page where a Phone Number field is used to retrieve customer data. When a phone number is entered and submitted:

 

  1. If a matching customer record exists in Creatio, the page should automatically populate with the customer’s details.
  2. If no record is found, a new customer record should be created in Creatio.
  3.  

Is this functionality achievable? Any guidance would be appreciated!

Thanks in advance.

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You’d have to create the webpage using Creatio’s OData or DataService API to read/retrieve the data to accomplish this. 
 

Any idea if this can be implemented in NoCode with the new landing page builder of Creatio 8.2.2 ? 😊

Otherwise @Creatio --> a guidance on this matter would be great  (Based on phone number or email ;) ) ! 

Damien Collot,

It is not. The new landing page designer is basically just a visual designer to generate the html. There is an optional feature you can enable to publish the html, which basically uploads the html to a free landing page host (can’t remember which one at the moment)

:(

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How can I capture the newly changed field value before saving a record in a crt.SaveRecordRequest in Creatio Freedom UI? Currently, I am getting the old value instead of the new one.

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You can just retrieve them as below, which will get their current value at the time of the save. 

const val = await request.$context.AttributeName;

Alternatively you could use a change request handler, which gives you both the new and old values as properties of the request. See https://customerfx.com/article/responding-to-an-event-when-a-field-is-changed-on-a-creatio-freedom-ui-page/

Ryan

Ryan Farley writes:

You can just retrieve them as below, which will get their current value at the time of the save. 

const val = await request.$context.AttributeName;

i ' m Querying Data Using Filter Conditions via the Model Class in the save handler request . that s whey i only get the old value..

 

How can i use the change field event request handler in the save request handler??

If you are looking into the direct way to get changed attributes values in the SaveRecordRequest - there is none documented on our side. But you can use HandleViewModelAttributeChangeRequest where request has the oldValue and value properties, save the original values of needed attributes into the separate parameters and use these parameters in your task.

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Full requirement is 
 


Have 4 widgets and Global Area

Each Widgets calls behind the scene API with one key that is present in the global Area

Present that data in the widget

Now each widget can be consider as Page -- 

Now how easily create Page which invokes API and dispaly -- if API is returning 10 or so parameter do we need to create manually the page and have items and map items to API return value

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In order to display the result of the API call on the widget you will have to create the custom widget and implement the API call for retrieving necessary data in its source code. The key from Global area that will be used for calling the API you can send to your custom widget as a parameter. Also in custom widget configuration you will have to define "items" list that will represent the structure of the data you want to display. When the API call returns the result you will have to parse it and map to the corresponding columns in widget ViewModel.

You can find the detailed explanation and the example of custom widget implementation in the following article
https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/8.1/platform-customization/classic-ui/dashboard-widgets/examples/add-a-dashboard-widget

Hi thanks 

Widget is more of data view (list / form) 
Page will not have any backend data connected

Currently it's not possible to display API call result in List component on the page.

 

If you want to display API call result on the page you can add the custom attributes to your page, save the parsed response there and then bind the attributes to the labels on the page to make it visible.

 

Here is the example of the attribute:

 

viewModelConfigDiff: /**SCHEMA_VIEW_MODEL_CONFIG_DIFF*/[
...
	{
		"operation": "merge",
		"path": ["attributes"],
		"values": {
			"MyAttrubute": { "value": "" }
		}
	}
]/**SCHEMA_VIEW_MODEL_CONFIG_DIFF*/

 

and how you can set its value using the response from API call:

 

handlers: /**SCHEMA_HANDLERS*/[
	{
		request: "crt.HandleViewModelResumeRequest",
		handler: async (request, next) => {
			await next?.handle(request);       
			const url = 'https://open.er-api.com/v6/latest/USD';
			fetch(url).then(response => {
   				if (!response.ok) {
					return Promise.reject('Failed to load data: ' + response.statusText);
				}
 				return response.json();
			}).then(data => {
				request.$context.MyAttrubute = 'Rates: '+ JSON.stringify(data.rates);
			}).catch(error => {
				console.error('Error:', error);
			});
		}
	}
]/**SCHEMA_HANDLERS*/

 

 

Also you can find some useful information in these articles:

https://customerfx.com/article/using-custom-attributes-on-a-creatio-freedom-ui-page/

https://customerfx.com/article/binding-data-to-labels-on-a-page-in-crea…

THANKS -- wish there is way to invoke a business process with UI page value passed as parameters 

One question for the above method with handler the API call will be made from the client end -- wanted it to be done from server end (this way we can whitelist creatio iP range and only allow calls from those servers only)

 

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Hi,

I am setting up automatic case registration through email. I have configured my mailbox and added it to the lookup "List of mailboxes for case registration." However, when I send an email to the configured address, only an activity is created—no case record is generated.

I also logged the "Incoming email registration process" business processes script task, and I noticed that the caseId is returning as 00000000-0000-0000-0000-000000000000.

Are there any additional features, system settings, or lookups that I need to configure for this to work properly?
I have shared a screenshot showing how the Activity appears in my communication panel.
 However, it is not being registered as a Case.
Could you suggest a solution for this?

Regards,
Mahalaxmi Ganesan

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Hi team,

I have identified the issue. It was caused by the lookup 'Blacklist of email addresses and domains for case registration', where certain domains or email addresses get blacklisted under specific conditions. If you encounter a similar issue, be sure to check this lookup.

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What is the default AI model used by a Creatio trial instance, etc.?

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I would guess Open AI ? I Think there is other option at the moment anyways, or is there ?

You could probably ask it? 😂 Actually, the Academy docs discussing data privacy about Creatio AI mention it is using Azure OpenAI services, which is just REST services to facilitate working with OpenAI. See https://academy.creatio.com/docs/8.x/no-code-customization/customization-tools/ai-tools/copilot/data-privacy

Ryan

I asked, the reply was:
 

I am an advanced language model designed to assist users within the Creatio platform. My primary task is to help with daily operations, provide contextual responses, and execute various skills to enhance productivity. How can I assist you today?

 

I asked if it was using the OpenAI engine:

 

I am powered by an advanced language model designed to assist users within the Creatio platform. My primary focus is to help with tasks and operations specific to Creatio. How can I assist you today?

 

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Dear,

 

In my Opportunity Product Interest, i would like to set the price if the product is selected.

 

But in the business rules, i can only set a constant value for the Price.

 

any idea how to access product data ?

 

my mini page is in the custom package :

 

So how can i access to the selected product values in the mini page ?

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Currently cannot be done with business rules on the page (they can't use data from related objects). Only way to accomplish this is to handle the change of the product lookup, retrieve the values from the selected product and then set on the page. Otherwise, you could use a process, but that won't update the values until saved. 

Ryan

Currently cannot be done with business rules on the page (they can't use data from related objects). Only way to accomplish this is to handle the change of the product lookup, retrieve the values from the selected product and then set on the page. Otherwise, you could use a process, but that won't update the values until saved. 

Ryan

i m trying to build Freedom UI pages without coding...
so i used for the moment the help you provided me here:
https://community.creatio.com/questions/depending-interface-behavior-no…

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