Hi community,

 

is it possible to copy a campaign from a business process?

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Hello,

 

I didn't quite understand your task.

You can duplicate the campaign by clicking the 'Copy' button.

 

 

If this is not the task you are trying to accomplish, please provide more details.

Hi,

I would like to copy the campaign using a business process

That's realy interesting case. We also configure some 'Event' campaign for customer. And then for every webinar they should:

1. Create new Event

2. Copy campaign

3. Change campaign diagram, setting new Event for filtration



It would be nice to automate this part of work

I'm trying to duplicate the SysSchema record used for storing the campaign metadata.

Do you know how to calculate the checksum for SysSchema record?

Hello,

If you copy the SysSchema via a business process, then such a copy of the company will not work at all.

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Hello,

 

We are looking for Creatio Source IP Addresses/IP CIDR Ranges to whitelist in our CloudFlare WAF. Currently, we are attempting to integrate our CRM with Creatio, but we are receiving a Managed Challenge from the Cloudflare Bot fight mode. However, we have not yet found information on your website regarding the source IP addresses/ranges from which Creatio will be making requests. We could just whitelist the whole path, but then that would allow anyone to make requests unchallenged. Currently all traffic to our CRM is coming from one IP address, so we could just whitelist that but before doing so we would like to officially confirm this is a static address.

Would someone be able to provide either a reference to Creatio source IP addresses/CIDR ranges, or at the very least confirm or deny whether the current IP (13.xx.xx.148) is static? I appreciate any assistance you may be able to provide.

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Hello,

 

We see that you sent us a request in the system number: SR-01214406. 

In this request we will answer your question.

 

Regards,

Orkhan

Hello,

 

We see that you sent us a request in the system number: SR-01214406. 

In this request we will answer your question.

 

Regards,

Orkhan

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Hi,



I'm having an issue with our Creatio bulk emails where we are getting a lot of clicks from spam checkers on our emails, this includes them clicking the unsubscribe link on the emails which then stops the users from being sent future emails.



Is there a way to ignore spam bot clicks or a way for us to add an unsubscribe confirmation instead of it being one click?



Thanks

 

Mark

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Hi, Mark!



In this situation, unfortunately, we are dependent on email providers. The email providers also receive these clicks from email services, and most of them have spam filters set up to click all the links in the emails.

If you use ElasticEmail then this email provider has the ability to filter responses with clicks from specific IPs. If you are interested in this please contact Creatio support team using support@creatio.com and provide us more details so we could help.

Also our team is working on adding functionality to solve this issue on our end.



Thank you,

Anton

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Hi ,

We'd like to hide section records depending on functional roles.

For example we have Employees section created ,there should be just Contacts with data type Employees and to make these possible I have created a business rule.In contacts section should not be visible Contacts with data type Employees when we are in the environment of an Employee.

Is there a way to do that ?

Thanks

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Hello,

 

Please note that to achieve this, you need to set up object permissions for the needed section. You can learn more and find the instructions on that in this article. There you can set up rules by which users or certain roles will be able to see the records.

If a user with contact type employee is a contact with contact type Employee in his environment he should see in the contact section all records with contact type supplier or customer etc but not the records of contact type Employees (because they are visible in Employees section).Is there a way to do that ?(if i go in contact section and uncheck read permission all employees  cannot see all records of section contacts not just the records with contact type different from employee type)

Hello,

 

In this case, the best way to implement your business task will be with the help of a business process.

The key element would be the [Change access rights] process element. The business process should start with a trigger (a new Contact record created) and grant access permission to the needed users by the criterias you specify. In the article added above you will find the instructions on how to build such a proces.

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Hi,

We'd like to hide section records depending on functional roles.For example we have a Employees section created .In the Contact section should be visible just Contacts with contact type different from Employee.

Is there a way to do that ?

Thanks

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Hi,

 

You can setup the access rights for the records based on the functional roles in "Object permissions" section. Detailed information can be found in this article. However, such access rights would relate to all the records in a section, unless all the needed records are created by a specific user role. 

Alternatively, you can use folders in a section to provide access to the needed records only to a specific user role.

 

Best regards,

Anastasiia 

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Hello,



We're dealing with a use-case in which our client has multiple email domains- in excess of 10 and want to use multiple email ids (that belong to those domains) while sending out bulk/ trigger emails. Is this possible on Creatio Marketing Cloud and if yes, is there a limit on the number of email domains that can be set up?



Thank you

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Hello Vishal,



There is no such limitation in our system.

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Hello,

As a part of the contact object I have two different types of email communication options a) The Regular OOTB email field and b) newly added 'Communication Option' of type 'email' called "Corporate Email"

How can I specify the system to use the email id in the "Corporate Email" field for bulk emails and for trigger emails and not utilize the value in the OOTB email column while sending out bulk emails or when running marketing campaigns?

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Hi All,



How to map the related detail records from the section(root schema) with the external web form using landing page integration.



Example Scenario, When we are trying the create a Lead record using the landing page integration. The web form contains the "List of interested Products/Equipment" which is multi-select. When the user selects the values from the multi-select it should create a record in the Product detail in the Lead section. How do we implement this scenario?

 

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Adharsh, 



There is no OOB functionality yet which would allow you to achieve the described goal. 

However, you can consider the possibility of creating this functionality by means of development. 

Following articles can be helpful in this case:

https://academy.creatio.com/docs/developer/application_components/landi…



Thank you. 

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Dear sir/madam

Why I do not find the Section Wizrard for Contact Section.

 

File attachments
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Hello,



Since it's a new Freedom UI page, you should open the edit page: 



 

Please find more information here.

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Hello,

Our forms are not sending entries to Creatio since yesterday or early this morning.

Anyone having the same issue?

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Hello,

 

Could you please elaborate a bit on the issue you have? Is there any specific error while using the functionality?

Anastasiia Zhuravel, WordPress auto-updated to 6.2 from 6.1.1 last night and since then, the entries are stuck in my wordpress database and not going into Creatio. I'm using Gravity Forms and I'm not seeing any error message. I also tested another form we use in Drupal 7 and these work fine

Hi Christelle,



Thank you for bringing this issue to our attention.

The connector you are referring to is no longer supported. As such, we have removed it from the Marketplace.

We recommend setting up the integration using the following functionality instead:

 

https://academy.creatio.com/docs/user/customization_tools/web_services

 

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

Christelle Samson,

 

Hi Christellle,

 

 

We have found a new way to integrate WordPress forms using WP engine version 6.2 and upper. Please take a look at the article below. I hope this solution will be helpful for you.

HOW TO CONNECT WORDPRESS FORMS TO CREATIO

 

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