Opportunities | Community Creatio

Question

LÉZORAY Nicolas

15:18 Apr 22, 2024

Dear,

Each time we create a new opportunity, the stage history is allready filled with wrong data.

Some stages are indicated even if the opportunity did not use the stages.

I tryed to disable all process launch at the opportunity creation but the stage history is still filled in :

Opportunity Stage

Does somebody have an idea where from this problem can come from ?

The default opportunity Stage is "Découverte".

Thank you !

Nicolas

1 comments

Bogdan

21:03 Apr 28, 2024

Hello Nicolas,

This behavior is absolutely correct: now all the stages from DCM, which were before the current stage, are presented in the object's stage history. The previous behavior was a bag and was fixed in the current release.

To get back to old logic you may disable the feature 'SynchronizeStagesByDcm'.

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Question

Bulk edit information from an object

Gabriel Henrique Pagotto Otero

23:31 Apr 17, 2024

Hey, everyone!
I've been trying to mass update a property (Column) from a table in a Demo envoyrement.

I've asked Gemini and gpt. Bolth returned me that there should be a "Quick Update" button, but it's nowhere to be found...

Asked a coleague and he sent me this app (https://marketplace.creatio.com/app/mass-updating-creatio)... still.. nothing.
I don't want to create a Business Process to do it ...

Does anyone have a solution for this?

Thanks !

1 comments

Mira Dmitruk

12:53 Apr 19, 2024

Hello,

Please note that there is no basic functionality to mass update the records in the system. The "Mass updating for Creatio" marketplace addon or a business process are the best choices to achieve your goal. Alternatively, you can create an SQL script to update the values directly in the database.

If you are having issues with the addon, you can contact the developer of the solution directly at support@inforce.kz and describe the issue to them.

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Question

Opportunity: filter contacts by job career

LÉZORAY Nicolas

11:29 Jun 28, 2023

Dear mates,

On opportunity detail page, I've added a filter to display only the contacts in the account:

Here is the business rule :

As a result, if the contact's professional experience is not his or her main experience, the contact does not appear in the list.

For example, this account has two contacts :

For Julie LEZORAY, this job is not her main job :

As show on the first image, this contact does not appear in the opportunity contact list because the contact's account is not the main job.

Is it possible to make a business rule based on the contact's professional experience, which would allow the contact to appear in the list even if it's not their main experience?

I can not find the contact career object in the business rules.

Thank you,

Nicolas

4 comments

Sergii Zhmurko

19:59 Jul 04, 2023

Hello,

Unfortunately, there is no possibility to use complex filters for business rules setup. We have this idea registered for our R&D team and I will notify them about this question to increase the importance of implementing this functionality.

LÉZORAY Nicolas

11:16 Jul 07, 2023

Hello Sergii,

Is is possible to disable Job Experiences management in Creatio ?

is it possible adding code on the OpportunityClient object in order to select all account's contacts even if the contacts job experience is not the primary one ?

if it is a current job experience, it's enough.

Oleg Drobina

12:42 Jul 07, 2023

Hello Nicolas,

Simply make sure that both your contacts are connected to the account:

The filtration business rule you have returns contacts related to the selected account and in your case one of the contacts is not connected to the account selected in the opportunity from your example.

LÉZORAY Nicolas

10:47 Jul 10, 2023

hello oleg

that's the meaning of my question

if the contact's professional experience is not the main one, but if the contact is still part of the company, then the system filter doesn't display the contact.

I'd like to change this behavior.

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Question

Change Opportunity Confidence level widget color

Kevin Brady

16:38 Jan 20, 2023

Hello all,

Is there any way to change the color of the big blue confidence level widget on opportunities? It looks good when the instance is configured in standard Creatio blue but we have several clients using different section colors and when you make the section list something like red, it clashes.

Is there any way to change the color of the widget?

1 comments

Best reply

Ryan Farley

16:49 Jan 20, 2023

You can add this CSS to the opportunity page:

#ConfidenceLevelWidgetContainer .background-container {
    background-color: #9f5989;
}

Result

If you need help with how to add the CSS to the page, see https://customerfx.com/article/adding-custom-css-style-sheets-in-bpmonl…

Ryan

Ryan Farley

16:49 Jan 20, 2023

You can add this CSS to the opportunity page:

#ConfidenceLevelWidgetContainer .background-container {
    background-color: #9f5989;
}

Result

If you need help with how to add the CSS to the page, see https://customerfx.com/article/adding-custom-css-style-sheets-in-bpmonl…

Ryan

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