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
We have the same issue at my company: We need to review fiscal quarters, not calendar quarters. It is a management nightmare to change hundreds of widgets on multiple dashboards to custom dates, 4 times a year!
Have the product dev team revisited this feature? This is a very useful and widely wanted feature.
Unfortunately, we do not have the opportunity to customize those filters because the realization of this functionality is in the core code base.
The new behavior will be implemented in future releases with 8.x new filters.
As a workaround, I suggest adding a column in which you will set or calculate the fiscal quarter by business process and another column for the fiscal year and filter based on these columns. However, it is a complicated solution and requires adding those columns to every object that needs this filtration.
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.
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.
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.
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.
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.
