Dear colleagues,

 

Somebody tries to integrate Calendly in your Creatio? https://calendly.com/

 

Thanks in advance

 

Best regards

2 comments

nobody interested in have an easy to schedule to your clients integrated to Creatio and your calendar?

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

Show all comments

Hi Community,

 

Is there any functionality to set up custom fiscal (financial) year?

For example, default year start on January 1st, but we want to change the start date of a calendar to match our fiscal year which is April 1st.

 

 

 

Like 1

Like

3 comments

+1 on this idea , including custom ficsal quarters, maybe to set at system level ?

Hello,

 

Unfortunately, this logic is deeply integrated in the code and to change it correctly you would need to rewrite a lot of it.

We do not recommend doing it since it might break much of the base functionality. 

 

Best regards,

Max.

Max,

 

quite disappointing, being a OOTB functionnality in a couple other major CRMs ...  hope you change your mind in further updates!

KR,

Damien

Show all comments

Hello Community,

 

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. 

 

Like 0

Like

2 comments
Best reply

Hello,

 

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.

 

Best regards,

Oscar

Hello,

 

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.

 

Best regards,

Oscar

Oscar Dylan,

Hi Oscar. Thank you. Your approach helped us crack this one. 

Show all comments

Hi Team ,

 

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 

 

 

Regards,

Sethuraghav N

Like 1

Like

1 comments

Dear Sethuraghav,

 

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. 

 

Best regards,
Angela

Show all comments

Hello community,

 

We have specific customization requirements around the Calendar view in the activities section. Request your help around feasibility and how to implement these - 

  1. Force a 1 Hr view in the calendar - Disable 5, 10, 15 and 30 min views.
  2. 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?
  3. 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.
  4. Change working week to - Monday to Sunday (Instead of default Sunday to Saturday).
  5. 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.
Like 0

Like

4 comments

Dear Shrikanth,

  1. Should be an easy task, since the activity periods are mini page fields you can just add filters to them. 
  2. 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. 
  3. For this task it will be easier to completely replace activity mini page and add your own fields. 
  4. Check Calendar lookup, it has information about workweek. 
  5. A process on an object like OnEntitiyInitialize should work perfectly. It will deactivate record when the user opens it.

Best regards,
Angela

Hi Angela , 

Regarding point no 4 . I have changed the workweek settings as attached and still the view didnt change , Any Idea ?

Hello Sethuraghav,

 

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. 

 

Best regards, 

Olga. 

Is there a way to add another calendar view? and not change the existing one?

Show all comments

Is it possible to change the calendar hour view to a 12 hour view instead of 1-24?

Like 0

Like

2 comments

Dear Chris,

 

As for now, there is no possibility now to change the way how time is 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. 

 

Best regards,
Angela

Hi,

Is there any updates on this or still no way to change the hour view?

Show all comments

Is there any option to change the standard 24-hour Monthly calendar to a more Outlook-type 30 day/4 week, 7 day view? Is This on the the Request list?

Thanks and Stay Safe!

Harold

Like 0

Like

1 comments

Dear Harold,

 

You can use the section Start Date\Due Date filter in the calendar to display the activities in the required layout. The view layout will change according to the amount of days selected in the filter. Thus you will be able to see the activities within week or month.

 

Regards,

Dean

 

Show all comments

Good morning,

 

Somebody knows how can I remove and active activity integration account to replace with a new one.

 

We cannot use more than one account, the current one, at least on Activities have no an option to remove,

 

Thanks in advance

Like 0

Like

1 comments

Dear Julio,

 

Go to Profile settings -> accounts in external sources. There you will see a list of all accounts that are used for synchronisation. 

 

Best regards,
Angela

Show all comments

Hey Peeps!

 

When I set calendar for an employee setting day offs , how the system allows scheduling activities on that day. 

How to calculate efficiency of an employee when he has reduced working hours but yet he is working?

Like 0

Like

1 comments

Dear Shailey,

 

There is no such functionality that allows to calculate the user's efficiency. You can use the activities for any days. For example, if a customer center user works with cases, he can set the activity with the completed status where start date and due date is the actual time spent to process this case. I case a user spends 1 hour for a ticket - he sets the 1 hour activity.
Another workaround is to use SysUserSession table to see how much time a user was logged in and use this data in the efficiency estimation.  You will be able to see how many days the user was logged in and compare it with the overall business days amount in your targets. 
Other than that, the there is no default tool to calculate this data.

 

Regards,

Dean

Show all comments

Hello

I know that Bpmonline supports Gregorian Calendar, what about supporting other calenders like (Hijri Calendar)

Regards

Like 0

Like

1 comments

Hello,

Unfortunately, by default there are no any other calendars or Hijri Calendar time format. If you need to set up the new calendar, for example for case resolution time calculation, feel free to refer to the following article and create your custom calendar (calendar setup paragraph) https://academy.bpmonline.com/documents/service-enterprise/7-15/how-setup-response-and-resolution-time-calculation

Other than that, unfortunately, it is not possible to set up the time and date format according to Hijri calendar. We will register the idea of adding more calendars in our R&D team backlog for implementation in the future application releases. 

Best regards,

Dean

Show all comments