Currently in activity, you can add participant individually. What our client wants instead of individual participant, user can add a group/groups. Any suggestion for the best approach to do this please.
Hi Bogdan, Thank you so much. Its like adding Organizational / Functional role. Once group is added all contacts under this group will be added as activity participant.
What i am thinking is to create a custom section(Activity Group) where user can create group/s. Under custom section there is a detail where user can add contacts.
In activity, user can select an Activity Group. Then I will trigger a business process that will select all contacts from Activity Group and insert in in Activity Participant.
We have specific customization requirements around the Calendar view in the activities section. Request your help around feasibility and how to implement these -
Force a 1 Hr view in the calendar - Disable 5, 10, 15 and 30 min views.
Permit only 1 activity addition per slot. ie User should be prevented from entering 2 activities in the same time slot (I am aware of a few reactive ways to prevent this - Like Have a Business process which monitors). Are there any pro-active ways to disable this either via configuration or code?
Prevent selection of multiple slots ie Users should not be able to drag the selection and choose 3 Pm to 6 Pm. They should only be able to select 3 - 4 Pm or 4 - 5 Pm in 1 Hr slot increments.
Change working week to - Monday to Sunday (Instead of default Sunday to Saturday).
Make all past (Anything lesser than current datetime) activities as read-only by default. These are a few ways to do this like have a constantly running Business process which monitors and does this change. I am looking for a more elegant and cleaner way.
Should be an easy task, since the activity periods are mini page fields you can just add filters to them.
You can create the process in object for OnSave method that will check activities for the user and forbid the creation of record if the slot is not empty.
For this task it will be easier to completely replace activity mini page and add your own fields.
Check Calendar lookup, it has information about workweek.
A process on an object like OnEntitiyInitialize should work perfectly. It will deactivate record when the user opens it.
Unfortunately, there are no basic tools to set up Monday as the first day of a week in the system. The week settings in the quick filter by time period now take into account the localization selected in the user profile. For example, if English localization is selected in the profile, weeks start with Sunday.
However, our R&D team has already task to implement this feature as a basic one in further releases.
Suppose Sales Team email is configured as a mailbox in CRM, so basically his/her incoming emails will synchronize in CRM. Some of these incoming emails will include some meeting invites. Now, how can we add these meeting invites as Activity of type “meeting” in CRM? Any suggestion please.
I suppose that you are talking about auto-generated invites for the meetings that can be created in the calendar on the email provider side. You can use the mailbox synchronization setup page to set up the synchronization of the Creatio activities with the tasks and meetings created on the Exchange/Google server-side.
More detailed information on how to synchronize Creatio activities can be found in the following Academy articles:
1. Activity Status = Completed AND Category = To Do
2. Upon save, field validation occurs to display a pop-up (or similar) asking user to set a correct Category value
This is to improve data analytics for the category data, as currently my users are not changing this value when an activity is completed. A category of To Do, does not make sense if the activity is now complete you see.
For an on going project, in the contact centre, when a customer calls and asks for certain specific service requests, few (3 to 5) security questions need to be asked (based on the category and service selected for the case) to validate that the customer himself is calling.
For this, we are having a lookup to keep the pool of questions. Can we have the answers (object and it's columns where the answers are populated) also captured in this lookup?
For e.g. for question "What is the birth date?", can we record the answer to be checked against Contact (object) > birth date (column) ?
If we change the status of an activity to closed, it still shows up in the related account as not completed (in the DCM part). How do we make the system see these activities as closed?
Right now they only dissapear when they go to the account and click complete.
I tried looking at the complete request in the network console, but all I see is that it sets the activity status to the same status it had before: https://prnt.sc/rj40so
Not really. We have created a second lookup that is more granular and maps to the Activity.Status in client code. When they select a value from this lookup, we set Activity.Status behind the scenes. However, when I check the database after these operations, Activity.Status is set to Closed.
This is the same status that I can see being used by the Dcm module. We want to have the same behaviour as when you would click the complete button in this screen: https://prnt.sc/rj5a24 and then click save.
In order to provide you with a proper solution, please tell us how the “_createLookup” function works. I could not find the source code of the function, so it should be your custom function. Looking forward to your reply.
This option is available. If you are talking about business process, you should use Message type lookup to select the required parameter http://prntscr.com/pbnhhm This column can also be found in the activity object http://prntscr.com/pbni9r
Note, if you try to build the filter in the section based on this column - you will not see any activities with the Email type due to the application logic. http://prntscr.com/pbnio9
Unfortunately, there is no such column, however you can add this column in the section wizard or configuration and use business process to populate it. This process would trigger on status changed to Completed and populate this column's value to the current date.
I am trying to set-up the activity tasks and the owner of that activity, as in the users who get notified of that activity, should be the users who belong to one of the functional roles in the organisation.
Question 1: Is it possible to do that?
Question 2: How to do that?
P.S. I did try inputting one functional role from the lookup Roles(view) but then the process goes into the ERROR stage when it reaches that task.
Could you please specify, how do you want to notify about the task? Did we clearly understand - you want to notify both owner and other users, which belongs to one of the functional roles? Maybe you can attach a screenshot of your business process?
In the process below, I want to all of the users of a functional role to get notified of the task and then anyone can go in the record and perform the task.
It is possible to set up a described process. Firstly, use please "Add data" element instead of "Perform task" element http://prntscr.com/nx4e36, after that use another "Add data" element with such settings http://prntscr.com/nx4gcc, http://prntscr.com/nx4glm. This part of the business process will create an activity and send a notification for users of the chosen functional role (System administrators in the example). If you want to continue the business process running after completing an activity, use the "Wait for signal" element http://prntscr.com/nx4jqd.
I am trying this now for one of our clients but it's not giving any notification for the selected roles.
Attaching the screenshots of the Process and the Process log. You'll see that the process did run but it did not give the notification to the users in the roles selected.
To resolve this issue we need access to this process. Please submit a case to the support team (support@bpmonline.com) and we will investigate the issue.
When I am in my section with process, in this case Lead, and attempt to schedule a Task with the schedule task -button.
The Start-time I choose is one week from now. However the reminder-time is initially set to the current date and time. 2019-04-05 09:28. (The reminder time is set to one week ahead of the start time, which seems strange).
Another strange thing that happens is that when i uncheck and re-check the Reminders > Responsible check-box. The Reminder date and time changes to the vales of the Activitys Start time, date and time.
