Hello,

In our company, written offers are still created and sent to the customer by email.

I haven't seen anywhere where you can create offer documents in creatio.

Can someone help me?

Thanks

 

In unserem unternehmen werden noch schriftliche Angebote erstellt an den Kunden per Mail verschickt.

Ich habe nirgens gesehen wo man in creatio angebotsdocumente erstellen kann.

Kann mir jemand helfen?

Herzlichen Dank

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Hello Gabriele,

 

Thank you for your question!

 

Kindly elaborate a little bit more on the format of the document. If possible, please, attach an example.

 

Best regards,

Anastasiia

Hello Anastasiia,

thanks, I found the possibility to create a document. In the opportunity at the top right at print.

But I still have one question. Is it now possible to save the documents as .pdf and store them in creatio?

greeting

Gabriele

Hi Gabriele,

 

At the moment, we can recommend using the conversion to PDF using MS Word via "save as".

 

As a workaround, if you do not want users to change the PDF file after downloading:

Download the word file using the 'Restrict Editing' option as a printable template. Then, when downloading, the file will contain the necessary data, but it will not be possible to change it without knowing the password.

 

Alternatively, please, check this add-on on our Marketplace which allows generating Word printable forms in PDF format using the Aspose.PDF service:

https://marketplace.creatio.com/app/asposepdf-connector-creatio

 

At the moment we are working to ensure that in future releases it will be possible to upload files in PDF format, I have attached this post to the scheduled task of the developers to increase the task's priority.

 

Best wishes,

Anastasiia

Hi Anastasia,

thanks for the information. Please let me know if it is possible to save documents as .pdf.

Greetings form Bavaria

Gabriele

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Hello !

 

Is it possible to use a business rules to hide some elements in section based on the language of the current user ?

 

For exemple, if my user is log in english I'd like to hide some details block.

 

Thanks :)

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Hello,



Unfortunately, there are no such basic tools to implement your business task. 

 

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

 

Thank you for helping us to improve our product. 



Best regards,

Bogdan

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Hi community,

I tried to install the application "Map widget for Creatio" from the Marketplace in a sales-team-marketing-demo environment (v. 8.0.1) and it's not working!

I have configured the map chart dashboard but it's not loading and if I open the inspector I find this errors in the console log:





Can you help me?

Let me know!



Thanks in advance.

Best regards,



Luca

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Best reply

Hi Luca!
We reviewed the add-on and reproduced the issue on our end. That was an out-of-the-box compilation-related error. When installing the package, the system did not compile and did not generate static content.
We plan to fix this problem in future versions of Creatio. For the time being, I recommend recompiling your system.

Hi Luca!
We reviewed the add-on and reproduced the issue on our end. That was an out-of-the-box compilation-related error. When installing the package, the system did not compile and did not generate static content.
We plan to fix this problem in future versions of Creatio. For the time being, I recommend recompiling your system.

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Hi Community.

 

I was building an application in the new Atlas 8.0.1 release when I stumbled upon a problem. I have a "Task page" with a "Add Time registration" button which creates a new record for Time registration under that specific Task. I pass two values, namely the current project and the current task the User is working in. The project gets filled in but the task is filled in with "No display value". I know for certain that when the button is clicked, the Tasks.id is filled in and has a display value (Name). Has anyone encountered the same issue?

 

Thank you in advance,

Vincent

 

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Hello Vincent,

 

As this is a custom button that works with custom tasks/projects we wouldn't be able to assist you over here without having direct access to the website, as we don't have enough information to analyze the whole situation.

 

Please send us a message to support@creatio.com and we will be able to assist you further with this case.

 

Although from what I see in the photos, to the project you are passing the "Project" value, and to the "Task" you are passing the "Id", instead of passing the "Task" value itself. Perhaps that's where the issue happens.

 

Best regards,

Dariy

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