Hello,

There is no way to generate the excel report since it is not piece of default functionality. The workaround to attach the excel report manually on the attachments detail and use simple process to send it. Here is the example that send attachments from account:

Other than that, it is necessary to develop custom integration that will call for endpoint of the excel report generation, get file, send it to Creatio and then the process would re-send it according to your needs.

When clicking on generate excel report, the query calls for https://yourwebsite.com/0/rest/IntExcelReportService/GetExportFiltersKey with the following parameters:

EsqString: "{\"rootSchemaName\":\"Contact\",\"operationType\":0,\"includeProcessExecutionData\":true,\"filters\":{\"items\":{\"8488ded0-40f6-4167-95ca-20bccc49bfc1\":{\"filterType\":1,\"comparisonType\":3,\"isEnabled\":true,\"trimDateTimeParameterToDate\":false,\"leftExpression\":{\"expressionType\":0,\"columnPath\":\"Id\"},\"rightExpression\":{\"expressionType\":2,\"parameter\":{\"dataValueType\":1,\"value\":\"c4ed336c-3e9b-40fe-8b82-5632476472b4\"}}}},\"logicalOperation\":0,\"isEnabled\":true,\"filterType\":6},\"columns\":{\"items\":{\"Full name\":{\"caption\":\"Full name\",\"orderDirection\":0,\"orderPosition\":-1,\"isVisible\":true,\"expression\":{\"expressionType\":0,\"columnPath\":\"Name\"}},\"Age\":{\"caption\":\"Age\",\"orderDirection\":0,\"orderPosition\":-1,\"isVisible\":true,\"expression\":{\"expressionType\":0,\"columnPath\":\"Age\"}},\"Email\":{\"caption\":\"Email\",\"orderDirection\":0,\"orderPosition\":-1,\"isVisible\":true,\"expression\":{\"expressionType\":0,\"columnPath\":\"Email\"}}}},\"isDistinct\":false,\"rowCount\":-1,\"rowsOffset\":-1,\"isPageable\":false,\"allColumns\":false,\"useLocalization\":true,\"useRecordDeactivation\":false,\"serverESQCacheParameters\":{\"cacheLevel\":0,\"cacheGroup\":\"\",\"cacheItemName\":\"\"},\"queryOptimize\":false,\"useMetrics\":false,\"adminUnitRoleSources\":0,\"querySource\":0,\"ignoreDisplayValues\":false,\"isHierarchical\":false}"

RecordCollection: ["c4ed336c-3e9b-40fe-8b82-5632476472b4"]

ReportId: "ec1724f7-e58e-491f-8471-0ce19b61bc02"

so it is necessary to generate the POST request to this endpoint  /0/rest/IntExcelReportService/GetExportFiltersKey with similar parameters as above. As the response - you will get the file. 

Here is the similar post describing how to generate such POST request

https://community.creatio.com/questions/how-can-i-generate-excel-report…

Regards,

Dean

Hello Braj,

Creatio has inbuilt functionality that can cancel and delete the history of business process execution.

The settings can be found in System Settings section:

Best regards,

Bogdan S.

Thank You I'll use it now 

Hello Pedro,

Hope you're doing well.

To perform the mentioned business task your process needs to:

— read data from "Exchange rate" object, but not from "Currency" object or other objects (in this case the process will be triggered by adding records to the "Exchange rate" object);

— read the exchange rate that is set for your currency and that has "End" (on your screenshot it's "Fim") column value set as NULL (meaning currently active exchange rate).

Also, you can use web services for updating daily rate currency. For example, "https://fixer.io/"web service, which we recommended to use in one of our articles:

https://academy.creatio.com/docs/user/no-code_customization/web_service…

In the following link, you can find the way of implementation of the mentioned web service:

https://academy.creatio.com/docs/user/no-code_customization/web_service…

General information on how to work with currencies can be found here:

https://academy.creatio.com/docs/user/platform_basics/user_interface/wo…

Best regards,

Roman

Roman Rak,

Hi Roman,

I'm working together with Pedro on this issue and we found the problem.

As we bounded the data of "currency" table from pre-prod to prod environment, the exchange rate was filled in in the "Rate" column with the last value in the prod environment.

Once in the prod environment we have deleted the values in the "Rate" column, the currency table is working as expected.

Thanks for the help,

Luis

Hello Mitch,

Please add these packages as dependent packages for your package:

MarketingSoftkeyEnu

OrderInSales_OperatorSingleWindow_Softkey_ENU

SalesEnterprise_Marketing_ServiceEnterprise

SalesEnterpriseSoftkey_EN

ServiceEnterpriseSoftkey

Once done please generate source code for all items, compile all items of the app and everything should work as needed.

Best regards,

Oscar

Oscar Dylan,

Thanks Oscar. I did get it to work.

Hi Kevin, 

Did you find the reason for the stuck process and how to fix it?

I'm facing the same issue.

I have a scheduled business process which gets stuck (status = running) on an Exclusive Gateway (OR). Any other way of starting the process (manual or on field change) seems to work fine. 

Thanks,

Tiago

Hello,

This parameter is stored in the IIS pool settings:

this is an example from my test IIS pool from the local app, but by default the number here is 1 for the cloud-based apps.

Hello Tiago,

We need to take a look at this process on our end. Please email us at support@creatio.com and provide us with the link to the app with this process, provide us with the name of this process and also provide us with external access with access to data and configurations.

Best regards,

Oscar

Hello,

You can add to your process similar process or create a subprocess that will start with start timer: http://prntscr.com/ob3c8p. Process will read activity and in case it has status "completed" (http://prntscr.com/ob3d1i) it will stop, otherwise it will send an email. 

Best regards,

Angela

Angela Reyes, thanks Angela . But can a subprocess can start with start timer 

Also , If I need to send email on every monday at 4 pm how will start timer work in this case? how do I select owners manager in 'To'?

Arunava,

Timer start signal allows to set such conditions for start. As for the owner manager - you can use read data element to read owner of the task and then read owner of the contact.

 Best regards,

Angela

Angela Reyes,

start timer can be used in subprocess for a case ? it shouldnt start with a simple start ?

Angela Reyes, could you please give a screenshot  for the below requirement ?

Angela Reyes writes:

Arunava,

Timer start signal allows to set such conditions for start. As for the owner manager - you can use read data element to read owner of the task and then read owner of the contact.

 Best regards,

Angela

Arunava,

I use Read data 1 to read activity (http://prntscr.com/ocxsqh), then I read activity contact (http://prntscr.com/ocxsyt) and send an email (http://prntscr.com/ocxt3q).

Angela Reyes,

Thanks Angela , I am requesting you to share the screenshot on timer element as to how to add such conditions for start ?

Dear Arunava, 

Unfortunately, the subprocess can't start with start timer. So you can use Wait for timer intermediate event (http://prntscr.com/odca42). However, it takes only amount of seconds to wait until the process continues as a parameter so you would need to calculate this amount in a script task. You can use a standard C# methods in a script task so you can subtract the DateTime.Now from the needed fire time, convert it to seconds and pass to the parameter in a Wait for timer to have it triggered on a certain time. 

Best regards, 

Dennis 

Dear Amanthena,

As for now, there are no tools to trigger any process upon a user login. We already had similar requests from multiple customers and our R&D team already added this idea to the development backlog. This functionality will be available in the future application releases. Apart from that, you may develop your personal trigger/task by adding it to the 'qrtz_triggers' and 'quartz' tables. It might help you to find the solution. Here are some useful materials for setting up the scheduler https://academy.bpmonline.com/documents/technic-sdk/7-13/scheduler-setup

Best regards,

Dean 

Dean Parrett,

Hi Dean. By any chance is the login event available now on the platform?

It's much easier to transfer a JSON from the web service to a text variable in a business process. Then parse the JSON in the business process.

I found a way to pass my problem, instead of trying to convert into a JArray i used:

var entities = Get<ICompositeObjectList<ICompositeObject>>("WebService1.UsrWBCadastros_Out");

then i just worked with the data from 'entities'.