I want to send email from Activities which is a standard function in creatio and I am not able to. It keeps showing a dialogue box and asks for start value which is not even present on the email tab and is required but it is already filled in. How do I resolve this issue and send an email from Activities?
Unfortunately, it is not possible to hide the blue flag option in Next Steps using OOTB functionality. This can only be achieved with development tools, but we currently do not have examples of such an implementation.
Additionally, we have created a task for the responsible R&D team to consider adding this functionality in future releases.
I want to export creatio contacts data on a daily basis to specific location
I am taking approach of using BPM tools to create a process where I can read the contact data, convert them all in uppercase and then export it to specific location.
I don't know how to export data after converting them to uppercase
You could possibly use that in a process and then attach it a record or email it somewhere to include the data you want to export. Not sure if that would help you accomplish the task or not, but wanted to mention that as a no code approach to generate an Excel file as an "export".
However, you could also read the data from Creatio via OData and write it to files somewhere as well.
After reading the description and installation part of Excel reports add-on in the marketplace, I came to know that this product will provide analysis reports in Excel file. Is there a way to have process element in process designer which directly takes data and export it in specific location?
I find the Apply column quite wide, and I want to narrow it down, but I can’t do it through the interface (perhaps the width has hit the minimum column width). I have also gone into the source and adjusted the parameters, but it still has no effect. Anyone with experience, please help me. Thanks very much
Unfortunately, the current version does not allow for changing the minimum column width. We have not received similar requests before, which is why the implementation of this functionality was not considered. Based on your request, I will create a suggestion for implementation, and we will collect user feedback to assess the possibility of adding this functionality in future versions.
Please stay tuned for updates, and thank you for helping us improve our products!
Unfortunately, the current version does not allow for changing the minimum column width. We have not received similar requests before, which is why the implementation of this functionality was not considered. Based on your request, I will create a suggestion for implementation, and we will collect user feedback to assess the possibility of adding this functionality in future versions.
Please stay tuned for updates, and thank you for helping us improve our products!
Hi, I've searched and found this post - https://community.creatio.com/questions/how-can-i-manage-my-sale-teams-kpi-creatio-sale which was in March 2022, over 2 years ago "As for target KPI, at the moment there is no corresponding functionality to setup constant numbers in Dashboard section. Our R&D team works on implementing such tool in future releases."
Is there any update on this?
It would be very, very beneficial to be able to set a target/constant number to compare against for a variety of metrics. Such as Total Number of Calls / Target Number and I get a percentage or Total Number of Appointments / Target Number and get a percentage.
I know that you can manually do this with a gauge but it doesn't provide a percentage and is very limited.
You can do this using the format options for a metric. Steps are:
Set up a metric that would return no results (like Contact where Id is not filled in)
Click the format options. Enter your static number in the Text field. If this is a Freedom UI metric, change Text Position to before and after value
The end result:
However, this sort of thing is better (IMO) to add to a table (such as a lookup or system setting). Then just have the metric display the max from that field (which would just display that same value since there would be only one number, which would be the max). This allows you to adjust the value there, rather than edit dashboards where used.
I need to open a lookup page for editing when a button is clicked, But l can't find the way to get a direct link (url) to a lookup page (in a classic view)
Unfortunately, this is not possible to open the directory content without context, as the lookup does not have a separate link; the content of the lookup is dynamically generated by the code based on the context of the specific lookup after it is clicked.
Therefore, the page will always be the same, but the content will depend on which lookup you clicked on in the lookup section.
As a workaround, you can create sections for the required lookups and generate a link to the section pages.
"Display the index of posts and comments that mention the current user or those to which the user is subscribed."
Actually when we don't use subscription (delete all records from 'Follow' object), mentioned posts are not displayed either. Besides, we would like to display there posts of current user.
If you want to display toast messages from a process, you'll need to (1) have a script task in the process that sends the message to the UI and (2) code on the front end that receives the message and displays the toast message.
If you want to display toast messages from a process, you'll need to (1) have a script task in the process that sends the message to the UI and (2) code on the front end that receives the message and displays the toast message.
I’ve built a custom page in Freedom UI to display my data in both List View and Calendar View. I implemented the logic in `SCHEMA_HANDLERS` and used `crt.LoadDataRequest` to toggle between the views. The logic works fine when switching to Calendar View for the first time.
Issue: 1] When switching from Calendar View to List View and then back to Calendar View, the data disappears.
I have to refresh the page to make the data reappear in the Calendar.
I used the 'Refresh data' action to trigger the 'crt.LoadDataRequest' and control the visibility of elements to switch between views (Calender and List).
// Check if the data source name is "ListOrCalenderView" if (request.dataSourceName === "ListOrCalenderView") {
// Retrieve the current view mode (Calendar or List) const IsCalenderView = await request.$context.IsCalenderView;
// If the current view is not Calendar (i.e., it's List View) if (IsCalenderView === false) { // Set the Button caption to "List View" request.$context.ListOrCalenderView_caption = "List View"; request.$context.IsCalenderView = true; // Set the ListView flag to false since we are now in Calendar view request.$context.IsListView = false;
} else { // If the current view is Calendar, switch to List View request.$context.ListOrCalenderView_caption = "Calender View"; request.$context.IsCalenderView = false; request.$context.IsListView = true;
