Hi Community!

 

I want to add the approval process to the attachments in the contact section, but I can't find a way to enable it. Is this possible somehow?

Thanks and BR,

Robert

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Hi Robert

 

We don't have practical examples of such implementation, but you can try to export the process as a file to attachments, that's seems to be the only way to achieve it. Probably it would be not much convenient to use, but there is no such out-of-the box option in the system.

 

Please share the result if you succeed cause it would be splendid tip for all of us!

 

Thanks!

 

Best Regards, 

 

Bogdan L.

Bogdan Lesyk,

Hi Bogdan,

 

thanks for the answer, but I fear I don't really understand it :)

What process should I export and what is meant by "as a file to attachments"?

 

Thanks,

Robert

Robert Pordes,

 

I mean you can upload the usual file/business process file (*.BPMN), where will be the approval process you wanted to set up. 

 

And user who wants to perform any actions with attachment should open the "Approval file" with some logic you've made. 

 

This file will also be in attachments.

 

That's what I mean and hopefully it's more clear now :)

 

Thanks!

 

Regards, 

 

Bogdan L.

 

 

Bogdan Lesyk,

HI Bogdan,

 

thanks again for the clarification!

However, I simply want to activate the out of the box approval mechanism as it is used in other sections, like the documents.

It looks like this in the section wizard:

I know that Attachments are details, and therefore are not shown in section wizard but detail wizard.

I thought that there is maybe a trick to enable the approval for this detail.

 

Thanks,

Robert

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Hi Community!

 

I have the requirement to let the users select multiple documents in the "attachment and notes"-tab and then download them all at once.

Is there a way to accomplish this?

 

Thanks and br,

Robert

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Hello Robert,

 

Hope you're doing well.

 

As for now, there is no such functionality. Our R&D department has been informed about this case so they could consider enhancing the following functionality in the upcoming releases.

 

Thank you for being interested in the Creatio application and for your ideas for further improvements!

 

Best regards,

Anastasiia

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Hi team,

 

Is it possible to create a landing page for register the participant to event,

specifing in querystring the Id of the event to use for it ?

 

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Hi Stefano,

You can use the Landing pages and web forms section to set up integration between Creatio and web forms on your websites. As a result, each time an integrated web form is submitted, a new record is automatically created in Creatio using data from the submitted form. Landing page integration can be used for generating leads, adding customers to event participants, automatic order registration, and more.

 

The [ Landing pages and web forms ] section is used for setting up connections between landing pages on your website and Creatio. In the [ Landing pages and web forms ] section a landing page record must be created that contains basic information about the landing page and a unique HTML code that must be integrated into the HTML code of the landing page.

 

After performing these settings, the data entered in the web form of the landing page, such as full name, email, phone, will be passed to Creatio and used to add a new record (for example a new lead) in Creatio.

Best regards,
Bogdan

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Hi Community!

 

Our customer needs to make SSL termination on their proxy server.

We have two systems in the network, prod and user acceptance test (uat).
It seems that a lot of resources like fonts and styles are linked with absolute and not relative URLs, because in the page source we see almost all references starting with the domain name and protocol, like this:

https://<creatio_url>//core/5a163192eb90bfcad94b2f013ed4d38d/combined/all-combined.css

This makes problems when the proxy server is redirecting internally to an app hosted at HTTP://serverIP

The question is if there is any way to make the references all relative? Maybe a system setting?

Is there any general guidance for setting up creatio with proxy servers? I only found something for web farms in the deployment guide.

Thanks and BR,
Robert

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Hi Robert, 

 

Unfortunately we don't have practical examples of such implementation and base guides.

 

I've tried to search an answer to your question on Academy, but really everything I found the link you mentioned above: 

 

https://academy.creatio.com/docs/user/setup_and_administration/on_site_…

 

And some info about OData, where The WCF client operates via receiving the service metadata and creating client proxy classes:

 

https://academy.creatio.com/docs/developer/integrations_and_api/data_se…

 

It's will be a useful idea and as soon as we have any guide created by our Core R&D team it will be for sure available! 

 

Thanks!

 

Regards, 

 

Bogdan L.

 

 

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Hi Community!

 

I try to start a business process when a contact is added to a static folder.

I selected the object 'Contact in Folder' and the action 'record added' and also a condition to the folders' name but the business process doesn't start.

I also tried setting and clearing the 'run in background' flag, but without success.

 

What am I missing here?

Is the 'Contact in Folder' object one that doesn't throw signals? Is there a list of objects that throw signals?

 

Thanks and BR,

Robert

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Hi Robert, 

 

Such implementation of a business process uses InsertQuery directly into the database, instead of the InsertQuery class.

 

We've performed some out-of-the box tests and realized that this object really doesn't throw signals.

 

We don't have such list with objects, but this issue will be definitely passed to our Core R&D team as a problem/idea, which will be solved in next releases. 

 

Thanks for that question and magnificent idea for further releases. 

 

Best Regards, 

 

Bogdan L. 
 

Hi Robert, 

 

Such implementation of a business process uses InsertQuery directly into the database, instead of the InsertQuery class.

 

We've performed some out-of-the box tests and realized that this object really doesn't throw signals.

 

We don't have such list with objects, but this issue will be definitely passed to our Core R&D team as a problem/idea, which will be solved in next releases. 

 

Thanks for that question and magnificent idea for further releases. 

 

Best Regards, 

 

Bogdan L. 
 

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Hi community

 

I'm trying the subscription for various email type (Manage subscriptions for various email types | Creatio Academy).

I configured the system settings "UnsubscribeFromAllMailings" to false.

I assigned to myself the email subscription type "Focus email", so I sent a bulk email with this "email type" configured.

When I have received the email I clicked on the unsubscribe link.
The expected behaviour was the unsubscribe value on subscription status on my email subscription detail, but nothing change on the contact page.

What am I doing wrong?

Do I have to create a business process to do this?

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Hi Stefano,

 

we also need this very often, but as far as I know, the only way is to redirect to a custom page on the website and program the 'subscription center' per type yourself utilizing the REST API to read/write the needed data from/to creatio.

 

BR,

Robert

Robert Pordes,

thank you

Hello Stefano, 

 

As mentioned in "Manage subscriptions for various email types" article, an additional setup by a software developer is required for the described functionality. 

 

Currently, there is no out-of-the-box feature that allows unsubscribing from bulk emails based on their types and this functionality deployment is in the "planned" status (in terms of a query registered to our R&D team). I will also let them know about this particular request so to raise the priority of the problem.

 

Should you have any questions, please let us know!

Best regards, 

Anastasiia

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Hi,

 

is it possible to use the campaigns to create documents in order to print and send them as letters later on?

 

Thanks,

Robert

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Hello Robert,

Unfortunately, you can not create documents via the marketing campaigns.

Please find more information about the campaign elements here.

Best regards,
Bogdan

Bogdan,

thanks for the clarification. Is there any other method? Can I generate a report for many records at once, so that not every record will create a seperate document, but one big document containing all records on seperate pages

 

Many thanks,

Robert

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Hi support 

I've installed the addon https://marketplace.creatio.com/template/marketing-record-types-timeline on a instance of creatio with Contact center + Marketing module

In the timeline account section anything appear, in the browser console appear the attached error.

How can I solve this issue ?

 

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Hi community!

 

Our customer wants to import campaigns with participants of an old system to keep that data as history.

I managed to import the campaigns (see Can't import campaigns | Community Creatio), but I can't import the participants.

The import tells me that the field 'current step' is mandatory. Is there any way to work around this or a fixed value that I can use? My problem is that the old campaigns do not have a single step, because they just act like an empty container and the participation should be used as criteria for building marketing segments in the future.

 

Thanks and BR,

Robert

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Hello Robert,

 

If possible, I would suggest filling the field of CampaignParticipant table

 

1) The following script will add one empty CampaignItem record (which is current step) for each campaign:

 

Insert into "CampaignItem" ("CampaignId") (select "Id" from "Campaign") 

 

2) Then you can set the name for all those records if you want:

update "CampaignItem" set "Name" = 'test' where "Name" = ''

 

3) The next script will set the CampaignItemId (if it is null) of the CampaignParticipant to any that is available in the corresponding campaign (There will always be at least one since in the first script we added one for each):

update "CampaignParticipant" set "CampaignItemId" = (select "Id" from "CampaignItem" where "CampaignItem"."CampaignId" = "CampaignParticipant"."CampaignId" limit 1) where "CampaignItemId" is null

 

That last script will only modify the participants who do not already have current step specified. 

 

If you know that there are campaign items for each campaign then you can skip the first and second scripts.

 

Hope it helps!

 

Best regards,

Max,

Hello Robert,

 

If possible, I would suggest filling the field of CampaignParticipant table

 

1) The following script will add one empty CampaignItem record (which is current step) for each campaign:

 

Insert into "CampaignItem" ("CampaignId") (select "Id" from "Campaign") 

 

2) Then you can set the name for all those records if you want:

update "CampaignItem" set "Name" = 'test' where "Name" = ''

 

3) The next script will set the CampaignItemId (if it is null) of the CampaignParticipant to any that is available in the corresponding campaign (There will always be at least one since in the first script we added one for each):

update "CampaignParticipant" set "CampaignItemId" = (select "Id" from "CampaignItem" where "CampaignItem"."CampaignId" = "CampaignParticipant"."CampaignId" limit 1) where "CampaignItemId" is null

 

That last script will only modify the participants who do not already have current step specified. 

 

If you know that there are campaign items for each campaign then you can skip the first and second scripts.

 

Hope it helps!

 

Best regards,

Max,

Max,

Hi Max,

 

thanks, that worked like a charm! I executed scripts 1 and 2 and then imported the participants with reference to the newly created step (I have deleted the participant table before to have a fresh start).

 

Many thanks and best regards,

Robert

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Hi Community!

 

I tried to import into the campaign table, but it doesn't work as expected.

I can see them in the campaign list, but when I open one of the imported records, the page is messed up (see screenshot 2021-09-17 15_31_03-Window.png).

The dev tools show errors as seen in screenshot Console Errors.png

 

I imported the following columns:

  • Name
  • Status (as finished)
  • Startmode (manual)
  • Endmode (manual)
  • Owner

The import log showed the following error on every row, but the records were created none-the-less:

Row 51: Error reading JObject from JsonReader. Path '', line 0, position 0.

 

Any thoughts on what went wrong and how to import campaigns properly? Am I missing some fields? Do I have to create other records in related tables?

 

Thanks,

Robert

 

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So I got this working...kind of.

 

In the table CampaignType, the following two records are stored:

 

235273BB-91CB-47FC-8A34-01F0002E38D4    Campaign
389EB587-52D4-4AB6-B4AD-E7E2F0D62EAC    Campaign (old)

 

The problem is that imported campaigns will default to the wrong TypeId (type "Campaign (old)").

 

However, the Type lookup cannot be selected during the import, so I fixed it by updating the imported records directly via SQL with this simple script:

update Campaign
set TypeId = '235273BB-91CB-47FC-8A34-01F0002E38D4'
where TypeId &lt;&gt; '235273BB-91CB-47FC-8A34-01F0002E38D4'

Hope this helps someone and I also hope Creatio fixed this issue!

 

BR,

Robert

Hello Robert,

 

You can try fixing the campaign schema object bindings by running the following script:

 

update SysModuleEntity
set TypeColumnUId = '876C6749-2C05-4861-856E-EFD51B847904'
where SysEntitySchemaUId = '1F9BB71A-EB9C-4220-A40E-9B623EACFEC8'

 

Hope it helps!

 

Best regards,

Max.

Max,

Hi Max,

 

thanks for the hint! Could you elaborate a little bit on what this script does? It's a production system so I don't want to risk too much ;)

 

Thanks,

Robert

Robert Pordes,

It will set the type for the campaigns section and should not affect the system in any negative way.

 

Best regards,

Max.

Max,

it was already set...any other tips?

Btw, manually created campaigns can be opened normally.

 

BR,

Robert

So I got this working...kind of.

 

In the table CampaignType, the following two records are stored:

 

235273BB-91CB-47FC-8A34-01F0002E38D4    Campaign
389EB587-52D4-4AB6-B4AD-E7E2F0D62EAC    Campaign (old)

 

The problem is that imported campaigns will default to the wrong TypeId (type "Campaign (old)").

 

However, the Type lookup cannot be selected during the import, so I fixed it by updating the imported records directly via SQL with this simple script:

update Campaign
set TypeId = '235273BB-91CB-47FC-8A34-01F0002E38D4'
where TypeId &lt;&gt; '235273BB-91CB-47FC-8A34-01F0002E38D4'

Hope this helps someone and I also hope Creatio fixed this issue!

 

BR,

Robert

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