Hello!



We have consulted with the product owners of this feature and we are certain that this task can only be achieved by the means of development.

Also, we have created a request for our developers in order to bring this functionality in future releases.

 

Thank you for this suggestion, this helps to make our product better!

In the meantime, as a workaround, we recommend creating a Word report and generating it within a business process, followed by sending it via email. This approach should help you achieve the desired outcome. 

For detailed instructions on setting up this business process, please refer to the following articles on the Creatio Academy:

https://academy.creatio.com/docs/user/customization_tools/print_ready_r…

https:/academy.creatio.com/docs/user/bpm_tools/process_elements_reference/system_actions/process_file/process_file_element?check_logged_in=1

https://academy.creatio.com/docs/7-17/user/bpm_tools/process_elements_r…

Please note that a Word report is generated for each section record separately.

I hope this information helps you resolve your business task.

Best regards,

Kate

Hello,

 

Please describe in more detail what features you want to add to Creatio? 

 

Thank you!

Hello,

Please note that we do not have such an integration in the system and we advise using the basic export functionaliy, as it does not have any limits.

As an alternative option, you can use Integrations & API, Odata web service for this.

Can you please tell me how to process such a case: we have a table with 21 000 records and we can't load it because after 20 000 records an error appears, how can we solve this problem?

Anna,

In this case I recommend you contacting our Support team directly at support@creatio.com so we could check this issue on your site.

You can use OData 4 $top and $skip parameters to load all records.

Example to load 3000 records:



https://demo.creatio.com/0/odata/contacts?$top=1000&$skip=0

https://demo.creatio.com/0/odata/contacts?$top=1000&$skip=1000

https://demo.creatio.com/0/odata/contacts?$top=1000&$skip=2000

Thanks , but links are not active

Can you be more specific as to what you are trying to do?  Are you trying to load data from your DWH to a Cloud instance?  Is this a one time thing? Are the inserts or updates?  How are trying to load?  Odata DataService?  Are you using an app or self coded? 

Hi,

If you specifically need to use ESQ then take a look at this discussion where this topic was discussed.

However, in your case you can use Select class, with it you can easily use expressions like GROUP BY or ORDER BY.

This article will show you how to retrieve a user's roles using an ESQ. See https://customerfx.com/article/determining-if-a-user-has-a-specific-rol…

Ryan

This solution does not take into account Functional Roles. If a Role has a Functional role assigned, and a user has that functional role, there is no direct link between the user and the functional role. Don't we have a SDK Creatio function for this?

Hello,
 

If a user has an assigned functional role or an organizational role directly, this information will be stored in the "SysUserInRole" table.
If it is an organizational role that has a functional role, then you need to refer to the "SysFuncRoleInOrgRole" table.
The "SysAdminUnit" table contains a list of all users and roles (both organizational and functional). It has a column SysAdminUnitTypeValue, which can be used to determine the type of record.
All types of records are described in the "SysAdminUnitType" table.

All these entities are available for reading data in the business process. Therefore, on the basis of one user, you can view all the roles that have been assigned directly in the "SysUserInRole" table and through organizational roles in the "SysFuncRoleInOrgRole" table.

hi Akshit,



Please check this link Foreign Key Violation to find out where are all the places the column is being referred.



And make sure to check is there any trigger is created for table dbo.FinAppliation (With the column name) UsrSave. In that case delete the invalid triggers that uses the 'Column name of table which is deleted from DB'.





BR,

Bhoobalan Palanivelu.



 

Bhoobalan Palanivelu,

Thanks Brother :)

I resolved this by changing this column "Nullable" property = True and then Dropping the column from the table using SQL executor console.

Hi Adharsh,

you can try such a script, just use names of DCM you want to deactivate:



Update "SysSchemaProperty"

Set "Value" = false

WHERE 

    ("SysSchemaId" IN

        (SELECT s."Id" 

        FROM  "SysSchema" s 

        WHERE s."Name" IN ('DocumentCase','ContractCase')

    )



​​​​​​​Kind regards,

Vladimir

Vladimir Sokolov,

I could see 6-8 records when we run the query. As "SysSchemaProperty" contains many records for each SysSchemaId of different properties. Which column should be updated to "False".



Also I have attached below the image for reference which is the query result of deactivated DCM Case in local development environment. I could not able to find any column with value as "False".



Image -1 : "Result query of deactivated 'LeadCase' DCM"

Image-2: "Result query of newly activated 'LeadFlowCase' DCM"





Result of both queries seems to be similar. Not major difference. Initially I thought, Enabled property defines the Active/InActive state of DCM case. But in this case both values are True.



Kindly help us with it.



Best Regards,

Adharsh S

Adharsh writes:

Yes, you are rights. Enabled property should be set to false.  



... AND "Name"='Enabled'



But I don't know why they both are Enabled if one of them is deactivated.

Also I see in our project, that Enabled property for LeadCase didn't exist in production enviroment, so script just adds new one:



INSERT INTO "SysSchemaUserProperty"

("Id","Name","Value","SysSchemaId")

VALUES 

('0a16d853-9e01-4544-8a6f-3ebde5d3bbed','Enabled',false,'4944ebb5-1881-46a9-85df-b93d092424ad')

ON CONFLICT DO NOTHING

Vladimir Sokolov,

Thanks for it. I am able to deactivate the existing OOTB - Lead case stages. But the columns "Which column to build the stages by?" and "Which column determines which case to use with a record?" are not updating, Retains the same state. 



Ref Image,





Kindly help us, how to update these values! Am I missing any other thing?



Best Regards,

Adharsh S

Adharsh,

You should find SysDcmSettings in bound data (the easiet way to to find by Modified On date) and set 'Forced update' for column Filters. 

I think it can help

Kind regards,

Vladimir

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

Hi Community!

We have solved this issue, by using the new version of the docker image called emaillistener (bpmonline/emaillistener Tags | Docker Hub)

This has to be changed in the docker-compose file for the ListenerAPI and ListenerWorker service.

Another change is the port mapping for the ListenerAPI. It has to be 10000:8080 instead of 10000:80.

Also, there is an error in the definitions.json file, which is used in the rabbitMQ container. The vhosts part has to look like this:

"vhosts": [
    {
      "name": "/"
    },
    {
      "name": "ELhost"
    }
  ]

I have created a case and Creatio promised to update the academy article accordingly.

BR,

Robert

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.

Printscreen of Error Logs

Managed to solve the problem by re-compiling FinApplicationSpec