Hello. Is there a way to fill the field values ​​from the master window in which you opened the lookup (lookup field) and clicked the "New" button? Something similar to how adding a record in a datagrid detail works. When you click add a record, a window with fields opens and these fields can automatically pull values ​​from the master page.

Like 0

Like

1 comments

Hello,
As far as I know, there are no methods to transfer data from the master record to a one created via a lookup window. But, the sandbox messaging should help you resolve this task. More on it here https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platfor…

Show all comments

I am new to this tool

Like 0

Like

3 comments

Hello,



To familiarize yourself with the Creatio platform, we recommend you take the training courses: https://academy.creatio.com/docs/training.



Also, you can familiarize yourself with our documentation: https://academy.creatio.com/docs/



 

Malika,

course content is from four 4years back but the current UI has changed as well in the last 3 days I have been trying to set up the developer environment, but the information is not proper can you help me out or guide me 

kiran kumar,

 

All relevant information can be found at the Academy: https://academy.creatio.com/docs/

 

Please describe what information you are missing or perhaps not clear so that we can help you. You can also contact us with your questions at this email address: info@creatio.com.

 

Show all comments

Hi, 

I'm looking for some guidance on setting up a process.

 

I want the process to run once per week, reading all Activities where the start date is <= Yesterday and the field (Result) is not filled in. 

Then I want the process to send 1 E-mail to the organiser listing the records that need the results field completing. 

 

I'm  relatively new to processes and sub processes so any guidance would be really appreciated.

 

Like 0

Like

1 comments

Hello Tom,

 

You can design your business process to run once a week with a help of "[Start timer] event" element, more detailed information is available on our Academy:

https://academy.creatio.com/docs/user/bpm_tools/process_elements_refere…

 

Best regards,

Anastasiia

Show all comments