I recommend checking if you have properly connected the account with the new contact. Specifically, please verify the "Which column values to set?" button parameter and ensure that you are transferring the necessary values correctly.
By ensuring that the account and contact settings are properly aligned and the appropriate values are being transferred, you can resolve the issue and achieve the desired functionality.
Solving it with CSS styles is wrong and could stop working at any moment. It uses parts of CSS that are not publicly documented or checked for backward compatibility.
I have multiple edit pages for a section in classic UI and I want to upgrade my instance to freedom UI. How can I set up several form pages in Freedom UI for a section?
we have a Freedom UI page with an editable list component connected to an object. If the user has changed any record, the "Save all" button should be pressed to apply updates (see screenshot). Now we want to implement objects saving on "Apply changes button". Is it possible? We thought about similar handler as for refresh data, but for saving datasource:
Firstly, please make sure that you are working in Freedom UI before applying any changes. You may apply the changes directly through UI or via customizing the package contents.
If you would like to export your packages for further customization on other applications, you can find more information on this subject using this guide:
Unfortunately, you can't rename the package once it is already exported, renaming the archive wouldn't change the package name itself. You can try to rename the package when it is still in the dev environment in the SQL console changing the name of the corresponding record in the SysPackage table. We don't recommend to do this, however, if it is really needed you can backup the database, change the name, generate the source code for all and compile all. After that, if while testing the functionality no errors would occur you can export the package and transfer it.
If you merge your Facebook and Instagram accounts in Facebook Messenger, and connect your Facebook account to Creatio, will you receive messages from both accounts in Creatio?
As of today we have a task to integrate instagram in order to let you receive the messages from Intagram either, so it possibly will be implemented in our future releases, but currently it is not possible.
We have an Orders page from which our invoices are generated. The rate of Invoices depends upon the Day of the Week. (Different rate for weekdays & Weekends). However, one key thing is missing which are UK Holidays. Is there any way to define UK holidays in the system or in my process, so that the system knows that this day is a holiday and the rate should be the holiday rate?
1) Create a custom object (parent object should be "BaseLookup") where two integer columns should be added: UsrDayOfHoliday and UsrMonthOfHoliday. They will be used to store the day and the month of holiday respectfully.
2) Create a lookup in the "Lookups" section based on the object from step 1 and fill it in:
3) Your business process that generates orders should be modified and additional check for the current day to be UK holiday should be added. Like in the example below:
The logic here is simple: get current day and month and set it as process integer parameters, then use these integer parameters in the "Read data" filtration. Then we have the "It's holdiday!" conditional flow with the following condition:
[#Get possible UK holiday.First item of resulting collection.Id#] != Guid.Empty
It will check if any record was found in the "Read data" element and if so the "It's holiday today!" autogenerated page will be displayed. Otherwise the process will be terminated.
In your process you need to use the same approach but instead of the autogenerated page you need to trigger the logic you need to be triggered when it's holiday in UK. Otherwise trigger regular logic for other days.
1) Create a custom object (parent object should be "BaseLookup") where two integer columns should be added: UsrDayOfHoliday and UsrMonthOfHoliday. They will be used to store the day and the month of holiday respectfully.
2) Create a lookup in the "Lookups" section based on the object from step 1 and fill it in:
3) Your business process that generates orders should be modified and additional check for the current day to be UK holiday should be added. Like in the example below:
The logic here is simple: get current day and month and set it as process integer parameters, then use these integer parameters in the "Read data" filtration. Then we have the "It's holdiday!" conditional flow with the following condition:
[#Get possible UK holiday.First item of resulting collection.Id#] != Guid.Empty
It will check if any record was found in the "Read data" element and if so the "It's holiday today!" autogenerated page will be displayed. Otherwise the process will be terminated.
In your process you need to use the same approach but instead of the autogenerated page you need to trigger the logic you need to be triggered when it's holiday in UK. Otherwise trigger regular logic for other days.
Please help me understand the issue. On the OpportunitySection (and similarly on the LeadSection ), the system does not allow any changes to be made, not even adding a simple comment. I'm making changes to the schema that was automatically created when modifying in the section wizard. It's in my own package.
23505: duplicate key value violates unique constraint "IUSysSchemaUIdSysPackageId"
I get that in recent versions when I create a package and then set that as the current package. Once I log out and back in again the issue goes away (assuming that what you're getting is the same issue that I've experienced). Have you logged out and back in again since creating the package?
I get that in recent versions when I create a package and then set that as the current package. Once I log out and back in again the issue goes away (assuming that what you're getting is the same issue that I've experienced). Have you logged out and back in again since creating the package?
I had this error recently, except for it was within the business process table. It was trying to save another record with an empty Guid (one existed already).
Couldn't get an answer on how this happened. My belief was that when you copy a business process, it creates an empty record whilst at the same time, my browser was not allowing the copied business process to open in the new tab. (only logical reason I could think of)
I would check the values in the table you mentioned to see where there is a duplicate key and then delete one of them.
Now we want to implement objects saving on "Apply changes button". Is it possible? We thought about similar handler as for refresh data, but for saving datasource:
The logic here is simple: get current day and month and set it as process integer parameters, then use these integer parameters in the "Read data" filtration. Then we have the "It's holdiday!" conditional flow with the following condition:
