The default behaviour in Creatio cases is that any outstanding activities on a case are removed if the contact emails in and the case goes to re-opened. One of the consequencies of this, is that some of our support reps, have Outlook sync enabled and as that does not delete activities, only creates them from Creatio to Outlook, they end up with lots of orphaned activities in Outlook.
As a quick and simple fix, is it possible for individual users to have the default behaviour of the 'Show in Calendar' to be unchecked?
Thank you for your reply. Are you saying that from v8 the full sync function with Outlook should work? We have been running v8 for a while now and have not seen any difference in the behaviour, where deletions on one side are made automatically in the other.
Is there a setting, we can disable on a per user basis?
I tried to configure Business Rules in the Activity section, and am able to create a rule to do the match, but cannot get the value to change to 'deselected' as an action.
Unfortunately, there is no built-in method to disable the default display in the calendar for individual users. Additionally, we do not recommend toggling this checkbox after the activity has been created, as it may create duplicate records.
Furthermore, it is worth noting that according to the default logic, when a case is closed, activities are not deleted but rather canceled. They still remain in the system and calendar.
However, as a workaround, you can add a "Show in calendar" checkbox to the mini card, allowing users to indicate the need for this option when creating activities themselves.
If you have any further questions or need additional assistance, please let me know. I'm here to help.
in a test environment i set up successfully a synchronisation between creatio and google in the activitiy section. When I create an appointment in Creatio it is transferred directly to google calendar. Thats fine. But if i delete the appointment in creatio it dosen't delete the appointment in my google account. Do you know if this is possible to set up?
I wanted to add a few days to the calendar as non-working day (holiday). These holidays should appear in the calendar in gray. For example, if the user opens the list of activities in the calendar the days off will be displayed in gray. Does Creatio offer a way I can configure a specific day as a day off.
Our business process prompts the user to create a follow up calendar event if the current call event is listed as 'call later.' Currently the process creates a new call task which OOTB opens a new call task screen. This isn't intuitive because the user cannot see their own calendar availability. I want to set the process to open their calendar view first where the user can confirm time/availability and manually add the task from there. I cannot find a way to open to the calendar view directly from the business process. Is there a way to do this?
we are currently investigating this case in order to find a possible ways of implementing this functionality. As soon as possible we will let you know with the update.
Pre-configured page cannot open the section, so you will need to create a logic with the script task that will send a socket message to the client (using MsgChannelUtilities.PostMessage method and the ClientMessageBridge (as described here)). Since the message should be received on any page you will need to replace the BasePageV2 module and add the message and the handler for the message there.
The handler should use the code similar to the one below:
so that the handler could open the ActivitySectionV2. But there is a problem with this: the activity section will be opened either in the schedule or grid view (depending on the last active view selected by the user for which the activity section will be opened). In this case you will also need to create some additional logic that will set the schedule view as an active view when opening the section from the message handler. The methods to override are initDataViews and loadActiveViewData.
Most of our clients rather have a native microsoft teams/M365 integration than having to configure calendly on top.
However it is a popular app, for which an integration would be interesting. Or at least, we should be able to have more advanced Zapier integration, little documentation on the possibilities with Zapier
In the activities section, when a user adds a task between 11 PM to 12 midnight for a day, Creatio automatically displays it at the top of the day (Ref screenshot below). We would like to disable this behavior and display the slot only between 11 PM and 12 AM at the bottom of the day. This is a usability constraint for users who would like to view their whole day as they scroll vertically through the day.
We are aware that this might not be possible using Out of the box or configuration tools. How does one achieve the above using development? Thanks in advance.
You will need to override the logic of the multiDayItemConfig object from the schedule-item.js schema (Terrasoft.controls.ScheduleItem class) according to your business needs (this object represents the configuration of such elements on the page).
Unfortunately we don't have any practical example on our side, but you can study the code of the schema and test it.
You will need to override the logic of the multiDayItemConfig object from the schedule-item.js schema (Terrasoft.controls.ScheduleItem class) according to your business needs (this object represents the configuration of such elements on the page).
Unfortunately we don't have any practical example on our side, but you can study the code of the schema and test it.
Is there a way to change the Default view of calendar ? By default the start of the week is Sunday , I want to change to Monday . Tried Changing the workweek of the calendar , it didnt work
As for now, there is no possibility now to change the way how date and time are displayed in the calendar. We have this idea registered for our R&D team so they will consider it for implementing in the future updates.
Unfortunately, there is no way to set up Monday as the first day of the week in the system with a help of basic system tools. It's logic is being controlled by the basic culture of the system, which cannot be changed with oob tools, for English culture week starts with Sunday.
This logic can be changed only by means of additional development. Let me also mentioned that it's a very "core" logic, therefore we strongly do not recommend to apply any changes to it.
Overriding this logic can lead to unpredictable errors in a system both for cloud-based and on-site systems.
We registered a corresponding query for our responsible R&D team to consider implement this functionality in the upcoming version of the main Application. As of now there is no specific ETA as implementing such changes is challenging and time consuming task.
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.