Financial_Services_Creatio_customer_journey_edition

Question

Issue in Bounded Data

Indira

16:19 Oct 14, 2020

Hi ,

I have bound the data for Sysadministration unit,Activity category lookup.

when i push my code to dev environment,iam able to see the data in bound data

,but it is not showing up in display data.

Could somebody help me with this.

Thanks in advance.

3 comments

Angela Reyes

00:12 Oct 15, 2020

Dear Indira,

Check installation logs - this data is installed via SQL queries, there could be some error in the script or in the data installation. Also, check if it is present in the database.

Best regards,

Angela

Indira

12:43 Oct 15, 2020

Angela Reyes,

Hi Angela,

Thankyou for the reply,

I have checked the installation logs and couldn't find any issues ,the data is installed sucessfully,i couldn't see the data in database though.

if could you elaborate the approach,that would be very helpful.

Anastasiia Markina

15:04 Oct 21, 2020

Hi Indira,

Could you please send us your package to support@creatio.com and refer to this community question so we will be able to test it at our end?

Regards,

Anastasiia

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Question

Financial_Services_Creatio_customer_journey_edition

Error while sending request

Nagaraju

18:25 Jun 23, 2020

I am getting a 404 error while creating a new "Workplace".

https://localhost/0/rest/SectionService/GetSectionTypes

Do you have any idea how to fix the issue?

Note : I have installed/enabled "WCF Services" and "ASP .NET 4.7" for my local PC bundle sucessfully.

3 comments

Bohdan Zdor

05:01 Jun 25, 2020

Hello Nagaraju,

Could you please tell us what is the version of your instance?

Thank you.

Nagaraju

13:20 Jun 25, 2020

Bohdan Zdor,

17.4.1.935

Bohdan Zdor

02:44 Jun 26, 2020

Nagaraju,

To fix it you should check the next strings in the internal web.config file which is stored in Terrasoft.WebApp folder:

After you edit the web.config file, please go to the path

Terrasoft.WebApp\Terrasoft.Configuration\Pkg\SspWorkplace\Files\Bin

and replace the file SspWorkplace.dll with the attached one.

Also, go to the path Terrasoft.WebApp\Terrasoft.Configuration\Pkg\Workplace\Files\Bin

and replace the file Workplace.dll with the attached one.

You can find files here

https://we.tl/t-g5yUFylmCT

Thank you.

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Question

feedback

portal users

7.15

Financial_Services_Creatio_customer_journey_edition

Feedback page to be displayed - Needs portal license to SSP user?

KrishnaPrasad

09:43 Jun 01, 2020

Hi,

I need one clarity.

When the user clicks on the emojis in feedback email sent to customer, for displaying the "Feedback" page with provision to enter comments and submit, do one portal license need to be given to "SysPortalConnection" user?

is this a mandatory thing? Any workarounds by not giving the portal license?

Thanks

Krishna

2 comments

Olga Avis

15:45 Jun 01, 2020

Hello Krishna,

Yes, you should distribute a portal license to the SysPortalConnection Creatio portal user to set up the customer satisfaction evaluation.

You can find more detailed instruction on how to configure Customer Satisfaction (CSAT) evaluation in the following Creatio Academy article: https://academy.creatio.com/documents/customer-center/7-15/customer-sat…

Please, let us know in case you have any further questions.

Best regards,

Olga Avis.

KrishnaPrasad

15:46 Jun 01, 2020

Olga Avis,

Thanks Olga

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Question

attributes

lookup

7.14

Financial_Services_Creatio_customer_journey_edition

Adding attribute columns in lookup

KrishnaPrasad

15:15 Apr 06, 2020

Can we add columns of an object to be selected in a custom lookup, similar to the data validation lookup?

For e.g. in one lookup, can I have column Name, object and attribute where object = contact and attribute will have values as the columns in contact object.

1 comments

Roman Brown

17:12 Apr 08, 2020

Dear Krishna,

The mentioned data entry compliance lookup and it's functionality is build upon a few separate objects in "Completeness" package.

In order to create the same lookup or implement the similar functionality you will have to check objects and pages from this package and create a new object with the same parameters upon which the new lookup will be created.

Kind regards,

Roman

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Question

Activity

Validation

7.14

Financial_Services_Creatio_customer_journey_edition

Customer Validation using security questions

KrishnaPrasad

15:12 Apr 06, 2020

Hi All,

For an on going project, in the contact centre, when a customer calls and asks for certain specific service requests, few (3 to 5) security questions need to be asked (based on the category and service selected for the case) to validate that the customer himself is calling.

For this, we are having a lookup to keep the pool of questions. Can we have the answers (object and it's columns where the answers are populated) also captured in this lookup?

For e.g. for question "What is the birth date?", can we record the answer to be checked against Contact (object) > birth date (column) ?

2 comments

Roman Brown

22:21 Apr 07, 2020

Dear Krishna,

It would be much more convenient to create a separate detail which would contain all questions along with an answers and all needed information.

By the way, can you please specify for which section you would like to add the described functionality? Cases or any other?

Kind regards,

Roman

KrishnaPrasad

07:17 Apr 08, 2020

Roman Brown,

Thanks Roman for the inputs.

Yes I would like to add the questions connected with cases section.

I had created a detail for the same in cases (given below).

Also creating activity connected to cases to prompt agent to ask questions and capture the responses for these questions.

Is there anyway these questions can be asked one by one in a UI ?

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