Hello Creatio Team,

What is the Creatio availability verification refered to ? (printscreen below)

How can I fix it ? Is it some sort of extra Configuration? This has only happened in the 8.0.2 version.

Regards

Petrika

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Hello,

 

We see that you have also registered a case directly for our Support team and we are already working on it so we will update you on the problem in that case.

 

Regards,

Mira

Hi,

 

we also experience the same problem with an on-premise installation in version 8.0.3.

 

Is there already a solution available?

 

Thanks,

Robert

Robert Pordes,

 

We kindly recommend updating the Email Listener service to resolve the error of verification on the diagnostic page.
Could you provide us with the information on where you deployed for the Email Listener service (Kubernetes or Docker)?

Also you are adding gmail mailbox to the system and it require a few additional steps due to Google security policy.
There are 2 possible ways to add the mailbox to the system:
1. Enable 2-Step Verification for the mailbox, generate the App password from the appropriate Google account and add the mailbox to the system.
2. If you are using Gsuite, you can configure your own app on the Google's side for authorization through the Oauth.

1. Using the App password.
There is a need to perform the below steps:

1) Create a copy of the mailbox provider GMail
2) Disable the system setting with code "UseGoogleSharedApplication"
3) Created password for the external programs on the GMail's side as described here: https://support.google.com/accounts/answer/185833?hl=en
4) Use password from p.3 while adding the mailbox with the help of copy of the mailbox provider from p.1. 
Login and password for the mailbox will be used inside Creatio system, not GMail. 

2. Create your own program on the Gsuite side.
It's a bit more complex variant, as there will be a need to perform the corresponding setting both through Gsuite and in the app.

1. Please perform the setting on the Gsuite's side as described here: 
https://academy.creatio.com/docs/user/setup_and_administration/base_integrations/google_mail_contacts_and_calendar/register_with_google_workspace/register_creatio_application_in_gsuite
In p.5 you need to choose "Gmail API" and complete the settings on receiving ClientId and Client Secret.
2. Populate the values for the mailbox provided with the received keys in "OAUTH2.0" type of authorization. 

Best regards,
Bogdan

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Hello Creatio team,

I manage to give access for ( Operations and Records )to this specific object from the Configuration.

Even though these changes are not reflected as can be seen in the printscreen below:

How can i overcome this problem ?

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Hello,

 

As we mentioned in the submitted case to support, we do not recommend you manually check those boxes, to properly add them please follow the steps below:

  1. In the object, permissions section add your restrictions
  2. The system will create a "copy" of the object you are working on in the current package as a reference to the original object
  3. In that copy, you will see the checkboxes checked for the chosen options from object permissions.

Please make sure to set the "Current Package" system setting to the one you are developing in.

For further questions please refer to your support case.

 

Thank you.

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Hello Creatio Community,

This happens in the Application Section. When i fill in the product terms and try to save the Application this pop up is shown. Meanwhile the object SysFinApplicationSpecRight doesnt exist at all in the database. How can I fix this problem ?

Regards

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Printscreen of Error Logs

 

Managed to solve the problem by re-compiling FinApplicationSpec

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Hi Team,

The requirement is to implement the Opportunity metrics container, like (Manager Mood, Probability) in the lead section based on some condition as (Lookup value - changes to "Opportunity") to the instance of version 8 and above.

Reference image is added below,

In the latest version we don't have this similar UI rather its updated to latest one in opportunity Section as below,

I have identified the code for the above metrics from base  file "Base Opportunity edit page" as shown below,

 

{
				"operation": "merge",
				"parentName": "ProfileContainer",
				"propertyName": "items",
				"name": "MetricsContainer",
				"values": {
					"layout": {"column": 0, "row": 0, "colSpan": 24},
					"itemType": Terrasoft.ViewItemType.CONTAINER,
					"classes": {"wrapClassName": ["ts-metrics-container"]},
					"items": [],
					"visible": true//{"bindTo": "isMetricsContainerVisible"}
				}
			},
			{
				"operation": "merge",
				"parentName": "MetricsContainer",
				"propertyName": "items",
				"name": "MoodContainer",
				"values": {
					"items": [],
					"itemType": this.Terrasoft.ViewItemType.CONTAINER,
					"classes": {"wrapClassName": ["ts-metric-item", "ts-mood-container"]}
				}
			},
			{
				"operation": "merge",
				"parentName": "MoodContainer",
				"propertyName": "items",
				"name": "OpportunityMood",
				"values": {
					"generator": "ImageListGenerator.generateImageList",
					"bindTo": "Mood",
					"id": "MoodImageList",
					"schemaName": "OpportunityMood",
					"schemaColumn": "Image",
					"caption": {"bindTo": "Resources.Strings.MoodListCaption"},
					"controlConfig": {
						"wrapClasses": ["opportunity-mood-image-list image-list"],
						"modalBoxClasses": ["opportunity-mood-image-list"]
					},
					"markerValue": "OpportunityMood",
					"tips": []
				},
				"alias": {
					"name": "Mood",
					"excludeProperties": ["layout"],
					"excludeOperations": ["remove", "move"]
				}
			},
			{
				"operation": "merge",
				"parentName": "OpportunityMood",
				"propertyName": "tips",
				"name": "MoodTip",
				"values": {
					"content": {"bindTo": "Resources.Strings.MoodTip"}
				}
			},
			{
				"operation": "merge",
				"parentName": "MoodContainer",
				"propertyName": "items",
				"name": "MoodCaption",
				"values": {
					"itemType": Terrasoft.ViewItemType.LABEL,
					"caption": {"bindTo": "Resources.Strings.MoodCaption"},
					"classes": {"labelClass": ["ts-metric-item-caption"]}
				}
			},

When I tried to implement in the current package with the file "OpportunitypageV2", I am facing the below error.

Kindly help me in figuring out the code that has to be included, so as to implement the metrics in Lead section.

Regards,
Adharsh S

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Adharsh,

Hi,

Take a look at this conversation, there you will find a discussion about the problem you are struggling with.

Hello, 

Please take a look at this conversation. I believe there you can find answer to your question.

Dmytro Vovchenko,

I have looked into to the code which is shared in the post. And also looked into the BaseOpportunityPage to implement other functionalities such as Probability, Days in Funnel in Leads section as you see below,

But I am unable to implement the Manager's Mood functionality. When I click on manager Mood, there is no event getting triggered, no error in console. I have looked through complete base opportunity page, unable to find its functional implementations. 
Can you help me in finding the right code to fit it to implement this feature.

Regards & Thanks,
Adharsh S
 

Hi Creatio Team,

Can you help me in figuring out the above scenario ?

Regards,
Adharsh S

Adharsh,

Hi,

Take a look at this conversation, there you will find a discussion about the problem you are struggling with.

Dmytro Vovchenko,

Thanks

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When we try to send an email directly from the contact's 360 view, the default email signature gets removed when a template is selected. Is this an out of the box feature? How to make the signature remain at the bottom even when a template is selected as the body of the email?

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Hello Suman,

 

We investigated this behaviour and currently, the system behaves correctly since you can add a macro in the signature so it could fit the template or depend on some value.

I informed our R&D department about this case so they could consider enhancing the following functionality in the upcoming releases.

Best regards,
Bogdan

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Hi Team,

 

We are trying to add a new field and as well as make few fields mandatory in one of the edit page [Specify information that is required for proceeding to handoff] in the Lead section when we move from the handoff to sales to awaiting sales stage. [Specify information that is required for proceeding to handoff.png]

 

The edit page is added in the OOTB process [Handoff to sales 7.8.0 (Lead Finance)] and when we try to open the page designer “Translation result page” it open the source code page instead of the edit page [designer]. 

 

IS there way were we can open the “Translation result page” edit page, so that we can make the opportunity owner mandatory and add additional field or can you tell us how we can add a source code for making the field mandatory and add another field in the source code.

 

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Hi Team,

 

Response time and resolution time is filled in based on the combination of case category, service type and service but when the cases are created via email only the case category is filled in and an email is sent to the customer without resolution time.

Is there a setting were we can set a resolution time only with the case category?

 

 

Regards,

Mayan

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Hello Amritha,

 

In order to change how resolution time is calculated please go to system designer -> Lookup -> Case deadline calculation schemas.

 

In there, you are able to choose one of the default options (one of which will suit your demand and is called "By service") or create your own rules.

To read more about resolution time calculation please refer to the academy article here.

 

Thank you,

Artem.

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Dear Team,

We are facing an issue with the access rights for the records in the contact and account. By default, in the object permission for the contact and account, all the access are provided to the system admin and all employees and later had added the portal user in the operational permission and along with few organization roles and had provided the access as shown in the attached screenshot [Object_Permission.png] for both contact and account 

 

 As the portal user was not able to view the record even though the access was provided, we did disable the use operation permission and updated the record permission by doing that all the access for the record was removed. 

 

Later, again we enabled the use operation permission and updated the record permission, but the access wasn’t provided to the records which was removed from the previous step [Record.png]

 

There are more than 1 Lakh record in both the section, how can we provide back the access to all the records from the object permission?

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Hello Amritha,

 

We already have a support ticket regarding this issue.

Please refer to your case regarding this issue.

 

Thank you,

Artem.

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Dear Team

When a case is raised by a contact, then a confirmation mail of the case is creation is sent to the contact's email id as well as when the stage of the case is moved/resolved an email is sent. But the same doesn't happen when an account is linked to the case, though the account as an email [communication options] field value being provided. No email is sent to the account's email id but in the case processing tab —> system message, we are able to see the message but there is no "To" added to it and hence no mail is received by the account holder.

Also, we tried to add primary account to the account to check if the OOTB process picks up the primary account email id to send the mail for an account but the result is the same, no mail is triggered.

Question : is there a way to send a mail OOTB to account holder for case creation and other activities performed in the case.
Also, there are email templates for the contact referring Email’s only for case creation but didn’t notice any template referring to account.

Thanks in advance!

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Hi Amritha

 

Thank you for your question!

 

First of all, you need to add the 'email' field to the account's page as there is no such field as 'email' there (only communication options). After this, you can send a notification stated in this field using out-of-the-box functionality. It is possible to do it through the business process. It would be necessary to create a new one, which would read the newly created case, read its related account, and send the email to the mailbox which you mention as the primary one for this account. As for your second question, such templates can be created. They are not common as most of the time emails are sent to contacts or groups of contacts but not to accounts.

 

Best regards,

Anastasiia

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Dear Team,

 

We are facing "unexpected token r in json at position 0" error when we try to login after providing the username and password, on inspection we found the error "as attached".

 

Did notice similar community post https://community.creatio.com/questions/unexpected-token-json but this is not similar to my issue. Here we are not able to navigate to home page after providing the username and password.

 

Question : Is there a way that user profile is affected and how to fix this issue?

 

Thanks in advance!

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Hello,

 

Could you please write to our technical support so we could take a closer look at the issue?

Just email us about your problem at support@creatio.com.

We will investigate it in your particular environment.

 

Thank you,

Artem.

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