Hi all,



i read about using installment plan template in Order page from sales tools documentation. i use crm bundles demo in freedom ui for the environment. i found the pre template lookup but can't find the selection/dropdown to use it in "installment plan" detail. anybody know how to use this pre template in order form page (installment plan detail)?

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Hello,

 

We have declined to incorporate this functionality within the Order and Contract Management application. The utilization of this detail within the application is accompanied by existing logic, and as of now, there are no plans to integrate it.

 

However, I will register such idea.

Hello,

 

We have declined to incorporate this functionality within the Order and Contract Management application. The utilization of this detail within the application is accompanied by existing logic, and as of now, there are no plans to integrate it.

 

However, I will register such idea.

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Is there a way to make a LookUp column the display value of the list. In this case I have the brand and display value to jump into the Record Form, I want that behavior in the ID Fleet which is a LookUp. Is it possible?

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Hello,

 

Thank you for being a part of Creatio Community!

 

From the screenshot, it seems that your ID Fleet is a text field. In this article, you can find more information about setting up lists: https://academy.creatio.com/docs/8.x/no-code-customization/customizatio…

 

We hope this helps!

ID Fleet is a LookUp

Hello,

 

To create this kind of solution, you can use this  https://academy.creatio.com/docs/8.x/no-code-customization/customizatio…

as an example.

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Hello Community,

 

When calling a custom web service that uses anonymous authentication from the browser using this link : 

"http://mycreatio.com/0/ServiceModel/UsrCustomConfigurationService.svc/G…"

 

The page does not seem to work.

 

Note :  we have an on premise Creatio instance on Linux based on .Net Core.

 

Bellow are the steps to reproduce the case:

 

The Academy guides on how to Create a custom web service that uses anonymous authentication for .NET Core : https://academy.creatio.com/docs/developer/back_end_development/web_ser…

This is the class indicated in the first step (that returns the contact ID by the contact name) : 

namespace Terrasoft.Configuration.KycCustomConfigurationService {

    using System;

    using System.ServiceModel;

    using System.ServiceModel.Web;

    using System.ServiceModel.Activation;

    using Terrasoft.Core;

    using Terrasoft.Web.Common;

    using Terrasoft.Core.Entities;

    using Terrasoft.Web.Http.Abstractions;

    [ServiceContract]

    [AspNetCompatibilityRequirements(RequirementsMode = AspNetCompatibilityRequirementsMode.Required)]

    public class KycCustomConfigurationService: BaseService {

        private SystemUserConnection _systemUserConnection;

        private SystemUserConnection SystemUserConnection {

            get {

                return _systemUserConnection ?? (_systemUserConnection = (SystemUserConnection) AppConnection.SystemUserConnection);

            }

        }

        /* The method that returns the contact ID by the contact name. */

        [OperationContract]

        [WebInvoke(Method = "GET", RequestFormat = WebMessageFormat.Json, BodyStyle = WebMessageBodyStyle.Wrapped,

            ResponseFormat = WebMessageFormat.Json)]

        public string GetContactIdByName(string Name) {

            SessionHelper.SpecifyWebOperationIdentity(HttpContextAccessor.GetInstance(), SystemUserConnection.CurrentUser);

            var result = "";

            var esq = new EntitySchemaQuery(SystemUserConnection.EntitySchemaManager, "Contact");

            var colId = esq.AddColumn("Id");

            var colName = esq.AddColumn("Name");

            var esqFilter = esq.CreateFilterWithParameters(FilterComparisonType.Equal, "Name", Name);

            esq.Filters.Add(esqFilter);

            var entities = esq.GetEntityCollection(SystemUserConnection);

            if (entities.Count > 0) {

                result = entities[0].GetColumnValue(colId.Name).ToString();

                result = entities[0].GetTypedColumnValue(colId.Name); */

            }

            return result;

        }

    }

}

and this is the changes to the ..\Terrasoft.WebHost\appsettings.json file

"Terrasoft.Configuration.KycCustomConfigurationService": [

                                "/ServiceModel/KycCustomConfigurationService.svc"

                        ]



Thank you,

 

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Hello,
Based on the coe alone it is almost impossible to say what is the cause of the issue.
What kind of error you are facing, why do you think that the page isn't working?
Make sure that you created a class in the ..\Terrasoft.WebApp\ServiceModel for your service and check if you modified a services.config files as well as the Web.config.

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Hey, everyone! 

So.. I've been trying to start a campaign that runs on whatsapp.

I've created a Campaign and a folder on my contacts section to use as "starting point".

  • First of all, I can't select the folder that I've created as the "starting" point for my campaign (it simply doesn't show up...)
  • There's no "call web service" on the business process that I'm creating (trought the Campaigns,,,

How do am I to solve these problems?

Thanks !!! 

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Hello,

 

1. Please contact our support team regarding the issue with the folder

2. There is no 'call web service' element campaign, it's available in business processes only. 

Hello,

 

1. Please contact our support team regarding the issue with the folder

2. There is no 'call web service' element campaign, it's available in business processes only. 

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Hey, everyone ! 

Been a few weeks since I've deleted a Application that I've created when I was learning how to do everything around. 

So.. I've created a new application with the same "name", and it got all the "old" data that I'd created...

How am I able to acess these "tables" that store the old data? 

Is there a way to acess and do a "clean up" of everything that I've already done and can't acess it? 

Thanks in advance! 

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Hello!

When you delete a section, the object still exists in the configuration.

That means if you delete the object, at the database level, the table (like an artifact) where the data is stored will still exist.

This structure completely covers the main CRM system purpose - data storage.

Therefore, if you create a new section and specify the same object name, you will simply link your configuration to the archived table in the database.

If you want to delete records from the table by section, you need to go to the database level and delete all records.

Alternatively, create a lookup for the specified object (in case the object still exists in the configuration and has not been deleted) and delete the records.

Hello!

When you delete a section, the object still exists in the configuration.

That means if you delete the object, at the database level, the table (like an artifact) where the data is stored will still exist.

This structure completely covers the main CRM system purpose - data storage.

Therefore, if you create a new section and specify the same object name, you will simply link your configuration to the archived table in the database.

If you want to delete records from the table by section, you need to go to the database level and delete all records.

Alternatively, create a lookup for the specified object (in case the object still exists in the configuration and has not been deleted) and delete the records.

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Dear Community,



Is there a possibility to recreate the lookup section with the SAME functionality as the one in V7?

What I mean is that we're currently able to create a section based on the lookup object, but when clicking on a lookup, we don't get the relevant information in V8.

 

 

Kind regards,

Yosef

 

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Hello,

 

Please note that it is possible to create a Freedom UI section based on an existing object. You can find the instructions on this in the article below:

https://academy.creatio.com/docs/8.x/no-code-customization/customizatio…

 

If it's not quite what you need, please describe the issue in more detail.

Hello Mira,

 

Thank you for your comment. I wasn't able to post any screenshots but I already have a section based on the object "lookup". However, in V7 whenever you click on the name, you are represented with the data within this lookup.



If you create a new V8 page based on the "lookup" object, you'll only get the following fields:

Created on, Modified on, Name, Description, Created by, Modified by

 

You wont be able to see the data within this lookup.

Hopefully this helps?

https://scribehow.com/shared/Accessing_and_Configuring_Lookup_Section_i…

 

 

Kind regards,

Yosef

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Hi,



It seems that Creatio Marketing email size is limited to 5mb.



Is there a way to change the acceptable limit size in the system parameters, or is this limit set by the ESPs (ElasticEmail or Sendgrid) ?



Cheers,



Damien

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Hello,



Unfortunately, there is no workaround with the 5MB limit, since it is a restriction from the ESPs side.



It is a general recommendation to optimize size of your bulk email attachments.

Hi,

 

we asked the ESP ElasticEmail, according to them, our limit is at 10mb.

Is there a technical reason why in Creatio it is 5mb ?

Cheers,



Damien

Damien Collot,

 

Thank you for the information. We will pass it on to our R&D team.

Hi, 

has the limit been increased with the new email marketing app & designer ?

Thanks,

Damien

Bogdan,


Hi Bogdan, do you know if the 5mb limit has been increased with the release of Creatio 8.2.1 new email marketing app ? 

In theory, Elastic Email authorizes up to 10mb and Sendgrid up to 30 mb, but Creatio was limiting the mail at 5mb ....

Thanks,

Damien

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Hi,

 

Is there a way to log the merge while using the 'find and merge duplicates' function? If I merge 2 Contacts, will I be able to see the merge in the Change log or somewhere else in the system?

 

Thank you!

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Hello,

 

Thank you for your question. Unfortunately, it is not possible to set up logging for the "Merge duplicates" action at the moment. However, we have registered this idea for our R&D team and they will review the possibility of adding such functionality in future releases.

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Is it possible to change the name of a Freedom UI section?

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Hello,



To change the section name, you need to go to Application Hub. Then select the section you want to change.

Go to Navigation and sections and select the required section, for example, Account. And you will see a field where you can change the name.

Hello,



To change the section name, you need to go to Application Hub. Then select the section you want to change.

Go to Navigation and sections and select the required section, for example, Account. And you will see a field where you can change the name.

Malika,

Thank you.

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Dear Creatio Support Team,

I hope you're doing well.

I'm interested in the new feature introduced in Creatio version 8.1.2, which allows executing a process for a selected list of records. Could you please provide guidance on how to pass additional parameters to the process besides the record ID?



"operation": "insert",

                "name": "MenuItem_4ixsa89",

                "values": {

                    "type": "crt.MenuItem",

                    "caption": "#ResourceString(MenuItem_4ixsa89_caption)#",

                    "clicked": {

                        "request": "crt.RunBusinessProcessRequest",

                        "params": {

                            "processName": "UsrProcess_e3ba99f",

                            "processRunType": "ForTheSelectedRecords",

                            "showNotification": true,

                            "dataSourceName": "PDS",

                            "parameterMappings": {

                                "ID": "Id",

                                "deadline": "???

                            },

                            "filters": "$Items | crt.ToCollectionFilters : 'Items' : $DataTable1_SelectionState | crt.SkipIfSelectionEmpty : $DataTable1_SelectionState",

                            "sorting": "$ItemsSorting"

                        }

                    },

                    "clickMode": "default",

                    "visible": true

                },

                "parentName": "DataTable1",

                "propertyName": "bulkActions",

                "index": 3

            }

Thank you for your assistance.

Best regards,

File attachments
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Hello!

 

At the moment, in the mass action of starting the process, nothing can be transferred except the Id of the records. We have registered your wish to add the possibility of passing other parameters besides the Id of records and will consider the possibility of implementing such functionality in future releases.

Hello,

The idea has been accepted by the development team and is now in the process of working out the possibility of implementation. At the moment, we do not have a clear timeline for implementation.

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