Hi all,

How do we connect section wizard in "navigation and sections" of created Application?

 

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Hello,

 

Could you please describe what logic exactly you want to achieve?

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Hi everyone, 



I have a question regarding filters within the Campaign feature. Here is the scenario.



We have an email that we want to send as part of a campaign, we will call it "Email A". Now, we only want to have "Email A" sent to our customers if:



A) They have not received "Email B" in the past 45 days.



AND



B) They have not received Email C this year.

 

How could this be setup as a filter within this campaign? Thanks in advance for any assistance. 



Best,



Lucas

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Hello,

 

To implement your filtering logic please set up the filter like in this screenshot to the "Add audience" element: 

Hello,

 

To implement your filtering logic please set up the filter like in this screenshot to the "Add audience" element: 

Viktoriia Hrynchuk,

Thank you for this logic, it truly helps. In looking at this logic, regarding the "Bulk Email" recipient category, I assume there is also a "Trigger Email" recipient category, correct?



A few things to note here:

1) The emails involved in this scenario are trigger emails not bulk emails.



2) The selection "exists" in the criteria you noted does not exist in our platform. Is this something that needs to be added?

1)The two types of emails (bulk and trigger) are located in the one BulkEmails object. So when we created emails B and C we chose the trigger type of this email and then added this email to our filters which we set up in the previous letter. 

2)The 'exists' condition you can find if choose the field Quantity during the setup filters.



Viktoriia Hrynchuk,

Thank you so much for clarifying this. Now I understand how this logic works. I am still trying to learn my way around Creatio's campaign logic. So, many thanks for your assistance.

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Hi all,

Does anyone have experience using batch updates via the API and atomicity function. 

 

I have followed the documenation similiar to the below, both with and without the prefer header. My understanding is that if one of the requests below fail, then any successful ones in the array will be rolled back. However, this doesn't seem to be happening. 



On use of the below, if the second POST fails, the first POST still appears in the database.

 

Any help greatly appreciated 

 

{
	"requests": [
	{
		"method": "POST",
		"atomicityGroup": "g1",
		"url": "City",
		"id": "t3",
		"body": {
			"Id": "62f9bc01-57cf-4cc7-90bf-8672acc922e3",
			"Name": "Spokane"
		},
		"headers": {
			"Content-Type": "application/json;odata=verbose",
			"Accept": "application/json;odata=verbose",
			"Prefer": "continue-on-error"
		}
	},
	{
		"method": "POST",
		"atomicityGroup": "g1",
		"url": "City",
		"id": "t2",
		"body": {
			"Name": "Texas"
		},
		"headers": {
			"Content-Type": "application/json;odata=verbose",
			"Accept": "application/json;odata=verbose",
			"Prefer": "continue-on-error"
		}
	}
	]
}

 

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Hello Harry,

Batch request is simply a set of separate requests for optimization of a call process. If the first transaction succeeds but the second fails, the database updates made in the first transaction aren’t rolled back. Here you can find useful information how to use batch in the right way:

http://docs.oasis-open.org/odata/odata/v4.0/errata02/os/complete/part1-…

Best regards, Anhelina

Anhelina,



Thanks Anhelina, I'm not sure that's quite right though... Here is an extract from the link you provided:

 

The value of atomicityGroup is a string whose content MUST NOT be identical to any value of id within the batch request, and which MUST satisfy the rule request-id in [OData-ABNF]. All request objects with the same value for atomicityGroup MUST be adjacent in the requests array. These requests are processed as an atomic operation and MUST either all succeed or all fail. Requests within an atomicity group that may have otherwise succeeded but are rolled back due to failure of another request in the same atomicity group MUST return a status code of 424 Failed Dependency.

Hello Harry,

You're right, it's impossible to implement such request. We made a task for R&D department to add Odata functionality in Creation and allow atomicity in future releases. 

Best regards, Anhelina!

Anhelina,

 

Hello, I would love to know whether there are any updates regarding this issue? Can't find anything about atomicityGroup nor batch requests in release notes of versions 8.1.1 to 8.1.4 that were released after the last comment in this thread. Also when using atomicityGroup in batch requests with version 8.1.2, no rollbacks are made upon failure. Thank you for any information.

Best regards,
Vojtěch.

Vojtěch Šalda,

Hello,

 

Unfortunately, there is no exact ETA on this matter.

The R&D team is aware of this issue and working on adding Odata functionality in Creation and allow atomicity in future releases.

 

Best regards,
Yuliya

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How to add new icon in the icon list for Freedom Ui

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Not possible to add.

It would be great to be able to use any mat-icon. For now, I would love to at least get a complete list of the icons available. I’ve noticed that the list changes depending on the context of what the icon is for, although you can change the icon name in the viewConfigDiff to any available and it works (as long as you know the available icon names)

Ryan

Hello,



Unfortunately, there is currently no way to add a new icon in the icon list for Freedom UI.



However, a task has already been registered in our R&D team to consider and implement such a feature in future releases. In case you would like to check what stage this task is at, I am sending you the task number: PR-28339. Feel free to share this number with us at any time and ask your questions.

Hello @Malika, Can you please give me information of this task number PR-28339 

Hello @Malika any update on this task PR-28339 

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Hi,

 

I have read all documentation on lead channel vs lead source but am still unsure how I should use them.

 

Can someone that is gathering leads from a trade show tell me how they use these categories? Would the channel be 'Trade Show' and the Source be the name of the trade show? Or do you use other fields, such as 'Event' for the name of the trade show?

 

We want to track our leads for every specific trade show and conference we attend.

 

Thanks in advance

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Hello,

 

There are several ways to transfer leads to Creatio. 

1)create lead manually

2)from bulk emails

3) create a lead from the landing page

The way you describe it is for working with a landing page. 

The [ Landing pages and web forms ] section is used to set up integration between Creatio and web forms on your websites. As a result, each time an integrated web form is submitted, a new record is automatically created in Creatio using data from the submitted form. Landing page integration can be used for generating leads, adding customers to event participants, automatic order registration, and more. 

The main idea of Lead channel and source is tracking from which website leads come to our system.

The channel field contains information about the type of web resource from which this lead came (for example social network). The source contains information about the name of the web resource from which the lead came. Creatio uses UTM marks to track lead generation channels. They help to analyze which resource leads come from. More information about in this article: https://academy.creatio.com/docs/8-0/user/marketing_tools/website_track…

More information about how to work with Lead channel and source can be found at the link:https://academy.creatio.com/docs/8-0/user/marketing_tools/website_track…

Viktoriia Hrynchuk,

 thanks for the reply. My question is more geared towards adding a lead manually that we get at an in person trade show. We have decided to use 'Event' as the Channel and then create an Event for each specific trade show to connect the leads to that event.



Ex.

Channel  = Event

Event = Waste Expo 2023



Thanks again for the reply.

Hello,

 

Yes, you can use the Event as Chanel, but after you register the lead you need to manually import it to the necessary event.

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Hi Community,

 

I want to show a popup confirmation message when I click on the cancel button in any section records. What is the method that I can use to override the cancel action?

 

Thank you

Geeviniy

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You need to handle the "crt.CancelRecordChangesRequest" request.

Ryan

Any update on this?

You need to handle the "crt.CancelRecordChangesRequest" request.

Ryan

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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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