add | Community Creatio

Question

15:55 Jul 04, 2024

I'm currently using the trial version of Sales Creatio in Chrome and would like to integrate Gmail for better email management. Could someone guide me through the steps or provide tips on how to successfully integrate Gmail with Creatio? Any insights on best practices or potential pitfalls to watch out for would be greatly appreciated!

Please refer a Screen Shot :

3 comments

Ryan Farley

18:35 Jul 04, 2024

In order to add a gmail account you need to create an app specific password (which means you'll also need 2 factor authentication enabled in gmail also). Then, when adding the gmail account in Creatio you'll provide the app specific password instead of your real one. See https://support.google.com/mail/answer/185833?hl=en

Ryan

Dinesh

06:42 Jul 05, 2024

Hi Ryan

Despite already using an app-specific password, I'm still encountering errors when trying to integrate Gmail with Creatio. What steps should I take to resolve this issue?

Pavlo Sokil

13:02 Nov 19, 2024

Daniel Poveda,

Hello,

1. Please make sure you are using the correct parameters for the Google mail server.

2. Ensure that the web server of the application and the Email listener server have access to the Gmail server.

3. If you're using a local environment, please verify that the microservice is properly deployed and configured.

4. More information regarding the authorization error can be found in the logs of the application and microservice when attempting to add the mailbox.

5. If you are using the site in the Cloud and the mail service parameters are correct, please contact our support for further analysis. (Support@creatio.com)

Thank you for reaching out!

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Question

Adding lookup with edit page on Freedom UI version 8.1.1

Jose Hernandez

21:23 Mar 07, 2024

Hello,

Are the instructions below still apply to add a edit page to a lookup or is there an easy way to do this on Freedom UI version 8.1.1?

Adding lookup with edit page | Community Creatio

Thanks,

Jose

1 comments

Best reply

Ryan Farley

22:44 Mar 07, 2024

It is still the same since the Lookups area is still classic UI.

Also, BTW I have the instructions with Postgresql instructions here, if interested/needed: https://customerfx.com/article/creating-an-edit-page-for-a-lookup-in-cr…

Ryan Farley

22:44 Mar 07, 2024

It is still the same since the Lookups area is still classic UI.

Also, BTW I have the instructions with Postgresql instructions here, if interested/needed: https://customerfx.com/article/creating-an-edit-page-for-a-lookup-in-cr…

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Question

Adding libraries to Script Task

Javier Villarmarzo Arruñada

15:01 May 31, 2023

Hello Community,

I need to add some libraries with the "using" statement in the "Script Task". The libraries that I want to add are the following ones:

using System;
using System.Collections.Generic;
using Twilio;
using Twilio.Rest.Api.V2010.Account;
using Twilio.Types;

Is there any way of adding them?

Thank you very much!

4 comments

Best reply

Ryan Farley

16:59 May 31, 2023

Click on any white space in the process to get the blue "Process" plane on the side. On the Methods tab you can add usings.

Ryan

Ryan Farley

16:59 May 31, 2023

Click on any white space in the process to get the blue "Process" plane on the side. On the Methods tab you can add usings.

Ryan

Javier Villarmarzo Arruñada

17:37 May 31, 2023

Ryan Farley,

Thank you for the clarification!

I have tried but I need to add previously the libraries to the site. Do you know how to add this library to the configuration for calling it later from the script?

Ryan Farley

19:04 May 31, 2023

You need to add the assembly to your package, there's an option for "Import" on the add menu.