Hi Community,

We are getting "BackwardCompatibilityConfirmed" property is not supported error when installing Export Report Builder (https://marketplace.creatio.com/app/excel-reports-builder-creatio) in a version 7.18.1 system. Any idea how to fix it as on the description the excel report builder supports version 7.10.3 and up.

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Hi Fulgen,

The development team has confirmed that the app is compatible with Creatio version 8.1.0 and higher. We’ve also updated the compatibility...MoreLess

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Is there any functionality for the excel report builder to work with virtual objects? I want users to be able to export an excel report of selected records in a list based off a virtual object. Can I use a bulk action to run a business process that can do this?

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Hello Danny,

Unfortunately Excel report builder does not support virtual objects.

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Does anyone knows how to work with excel reports with the new business process element? Even though an Excel report is created, he doesn't appear on the business process element "Generate Excel Report".

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It only allows "Custom Reports", not Section Report or Edit Page Reports. Also, for Custom Reports, there is a new checkbox on the report page...MoreLess

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Hi guys,

Anyone knows whether it's possible to remove the default access right for "All employees" when creating a new Report?

Thank you in advance for the help

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Hi Federica,

This process is assigning the access to all employees.

You can create a new version with appropriate access rights you want to apply.

I hope this helps!

Process

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Dear community,

Has anyone been able to use the Excel Reports app in V8?

We installed https://marketplace.creatio.com/app/excel-reports-builder-creatio but the option is only visible in the old UI.

Kind regards,

Yosef

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Hi Yosef!

The app does not support report download in Freedom UI sections.

As a workaround, you can set up reports that have "Custom report...MoreLess

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Since our instance has been updated to version 8.0.6, the configuration (fields and filters) of all our reports has disappeared, any ideas on how to get them back ?

 

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Hello Damien,



Please contact our support team (suuport@creatio.com) and describe the issue.

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Devlabs refer us to the Community for support for their Excel reports builder for Creatio app, hence my post.

Is it possible to retrieve an excel spreadsheet in a business process (to be emailed as an attachment)?  I have tried a web service approach (see here and here), I am able to authenticate with the `AuthService.svc` service, but get an authentication error when trying to access the `GetExportFiltersKey` endpoint.

Creatio trial, 7.18 configuration.

Thanks,

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The code I'm using to access the web service (based on this) is as follows, the cookie is definitely retrieved (though I'm not 100% sure what...MoreLess

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Hello,

Can you advise how I would go about binding my custom excel reports to a package? There is no 'bind data' option on the excel reports section.

Thanks

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Hi Lewis,

I understand that you would like to bind custom reports from Excel reports builder to Creatio.

In that case, you have to bind...MoreLess

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Are there any options to assist with the Excel Report Builder? The Word report builder does not work for my processes. The instructions do not show all of the options and what we can or can not do. I am trying to add in data from different objects, but continue to run into errors. Any help to walk through the process is appreciated.

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Hi Patrick,

Unfortunately, the Excel reports builder is a free add-on, so there are no options for online assistance. The only support available...MoreLess

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Hi Community,

Currently we are in the middle of migrating our projects from Creatio version 7.18 to 8.0.1. To do that, we have installed new Creatio machines on our servers, and the packages for each project. However, we are getting some errors while installing these packages on the new Creatio 8...MoreLess

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Hi Pedro!

Could you please provide more details about the issue?

Specifically, the platform type (.NET Framework or .NET Core). Are you trying...MoreLess

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