I need to allow only some authorized users to add new email accounts.

I didn't find any feature or operation permission that could allow mailbox creation only to certain users or groups. I only found something regarding managing shared mailboxes.

How can it be done?

Thanks

Like 0

Like

0 comments
Show all comments
Question

Hi All,

There is a business process created to send the renewal emails.

The process failed in the last step due to email account issue.

 

We fixed and trying to run the process (just the last step ) - please find the screenshot.

When I select the step and click on 'Run item' , there is no progress. Not doing anything actually.

 

Is this due to permission issue ? I have system admin access.

Do I need to login as 'supervisor' , the process owner is supervisor.

 

thanks,

Selva

 

Like 1

Like

0 comments
Show all comments

The monthly renewal emails not sent from Creatio CRM.

The 'Email' step in the process library fails with the below error.

 

Microsoft.Exchange.WebServices.Data.ServiceRequestException: The request failed. The remote server returned an error: (401) Unauthorized. ---> System.Net.WebException: The remote server returned an error: (401) Unauthorized.

 

Code used in the business process :

---------------------------------------------------

var invoiceId = Get<Guid>("CreatedInvoiceId");
var userConnection = Get<UserConnection>("UserConnection");

//Terrasoft.Configuration.AimCreateMonthlyInvoiceJob.SendEmail(context.UserConnection, invId);
Terrasoft.Configuration.AimCreateMonthlyInvoiceJob.SendEmail(userConnection, invoiceId);

return true;

Like 0

Like

1 comments

Hello,

 

This error means that the mailbox rejected your login and password, which are being sent during adding the email.

To find the reason for this issue you need to contact your mailbox server administrator with the exact date and time of the error.

 

Thank you.

 

Kind regards,
Kate

Show all comments

Hi,

on an opportunity or lead, when selecting the "client" as an account, "primary phone" is not translated in French on the client card - still shows "Primary phone", although lookup is already set as "Téléphone principal", and shows as such on main account page.

Cheers,

Damien

Like 0

Like

1 comments

Hi Damien,

 

The value for this column is received from the "Phone" column of the "Account" object, so you need to go to the object itself and check which value is stored for French localization there and also save and publish the object after the changes.

 

Best regards,

Oscar

Show all comments

Hi Team,

 

I need a solution where all the validations applied on the edit page code of the section are checked while data is imported into the system so as to restrict the invalid data in fields to  create new record in the section.

 

Kindly help me achieve this.

 

Best Regards,

Sarika

Like 0

Like

4 comments

Hello Sarika,

 

Could you please re-phrase your request and give me a bit more details on what business logic you are trying to achieve?

 

Kind regards,

Mira

Hello Mira,

 

The requirement is as follows: 

 

We have a validation check code for not allowing the user to enter a value greater than 5 in the DAC benefit term field on the edit page of a section with the code:

 

TermValidation:function()
            {
                var invalidMessage="";
            var term=this.get("UsrDACBenefitTerm");

                   if(term>5)
                {
                        invalidMessage =                     this.get("Resources.Strings.TermExceeds");
                this.showInformationDialog(invalidMessage);

                    }
           
                return {
                    
                    invalidMessage: invalidMessage
                };    
            }, 

    setValidationConfig :function(){
                this.callParent(arguments);
                this.addColumnValidator("UsrDACBenefitTerm", this.TermValidation);    

}

 

But this check is only administered while user is manually creating the record in that section. and during import, if the value is greater than 5 then also it is getting imported and the record with invalid value is getting generated. I want to make sure that this validation check is also performed while data is imported and created by the system and should not import the rows from the excel sheet with invalid values with greater than 5.

 

How can this be achieved?

Sarika Sharma,

This can be done pretty easily with an entity event listener class. See 

https://customerfx.com/article/adding-code-to-listen-for-entity-events-…

Basically, something like this: 

using Terrasoft.Core.Entities;
using Terrasoft.Core.Entities.Events;
 
namespace FX.EntityEventListeners
{
    [EntityEventListener(SchemaName = "UsrMyEntity")]
    public class UsrMyEntityEventListener : BaseEntityEventListener
    {
        public override void OnSaved(object sender, EntityAfterEventArgs e)
        {
            base.OnSaved(sender, e);
 
            var entity = (Entity)sender;
            if (entity.GetChangedColumnValues().Any(x =&gt; x.Name == "UsrDACBenefitTerm"))
            {
                if (entity.GetTypedColumnValue&lt;int&gt;("UsrDACBenefitTerm") &gt; 5)
                    throw new Exception ("The value of UsrDACBenefitTerm cannot be greater than 5");
            }
        }
    }
}

With something like this in place, it would throw an error (and not save the record) anytime a record was attempted to be saved with a value more than 5, whether it's happening via the UI, an Excel import, or even via the OData or DataService APIs.

Ryan

Hi Ryan,

 

Thank you so much for the solution. I would definitely try this out.

 

Best regards,

Sarika

Show all comments

We have previously installed the ExcelReports add-on. Apparently we had an issue with the installation. 

Then we build a custom package to deploy our many customizations.

To get the installation to work correctly, the IntExcelReportSection client module had to be added to our custom package.

Now I am unable to install the latest version of the ExcelReports add-on because of the following errors

 

2022-05-09 23:47:33,681 Data "SysModuleEdit_SysModuleEditManager_4efd452f42e04729bcb1e28f5821567b" from package "IntExcelExport" installed
2022-05-09 23:47:33,713 Compiling configuration dll
2022-05-09 23:48:29,266 Errors and (or) warnings occurred while compiling configuration dll
2022-05-09 23:48:29,266 Autogenerated\Src\IntReportHelper.IntExcelExport.cs(84,49) error CS0433: The type 'ExcelPackage' exists in both 'EPPlus, Version=4.1.0.0, Culture=neutral, PublicKeyToken=ea159fdaa78159a1' and 'EPPlus, Version=4.5.3.2, Culture=neutral, PublicKeyToken=ea159fdaa78159a1'
2022-05-09 23:48:29,266 Autogenerated\Src\IntReportHelper.IntExcelExport.cs(273,31) error CS0433: The type 'ExcelWorksheet' exists in both 'EPPlus, Version=4.1.0.0, Culture=neutral, PublicKeyToken=ea159fdaa78159a1' and 'EPPlus, Version=4.5.3.2, Culture=neutral, PublicKeyToken=ea159fdaa78159a1'
2022-05-09 23:48:29,266 Autogenerated\Src\IntReportHelper.IntExcelExport.cs(84,11) error CS0433: The type 'ExcelWorksheet' exists in both 'EPPlus, Version=4.1.0.0, Culture=neutral, PublicKeyToken=ea159fdaa78159a1' and 'EPPlus, Version=4.5.3.2, Culture=neutral, PublicKeyToken=ea159fdaa78159a1'
2022-05-09 23:48:29,266 Autogenerated\Src\IntReportHelper.IntExcelExport.cs(110,11) error CS0433: The type 'ExcelWorksheet' exists in both 'EPPlus, Version=4.1.0.0, Culture=neutral, PublicKeyToken=ea159fdaa78159a1' and 'EPPlus, Version=4.5.3.2, Culture=neutral, PublicKeyToken=ea159fdaa78159a1'
2022-05-09 23:48:29,266 Autogenerated\Src\IntReportHelper.IntExcelExport.cs(110,54) error CS0433: The type 'ExcelPackage' exists in both 'EPPlus, Version=4.1.0.0, Culture=neutral, PublicKeyToken=ea159fdaa78159a1' and 'EPPlus, Version=4.5.3.2, Culture=neutral, PublicKeyToken=ea159fdaa78159a1'
2022-05-09 23:48:29,266 C:\Program Files\dotnet\sdk\3.1.301\Microsoft.Common.CurrentVersion.targets(2081,5) warning MSB3243: No way to resolve conflict between "EPPlus, Version=4.5.3.2, Culture=neutral, PublicKeyToken=ea159fdaa78159a1" and "EPPlus, Version=4.1.0.0, Culture=neutral, PublicKeyToken=ea159fdaa78159a1". Choosing "EPPlus, Version=4.5.3.2, Culture=neutral, PublicKeyToken=ea159fdaa78159a1" arbitrarily.

Looking for some advice on how to successfully uninstall and reinstall this add-on. We're very interested in using this.

 

Like 0

Like

1 comments

As an update, I was able to uninstall the ExcelReports through the Installed Applications utility, but when I tried to uninstall the Excel Reports built in 2019 (see attached screenshots) I get an error that the package cannot be deleted because "Unable to delete the "IntExcelExport" package as it has dependent package "Beable_Customization"

 

 

See note above how we had to add the IntExcelReportSection client module to our custom package to get the package to compile (not sure why).

 

We deleted that component from our Beable_Customization package. I don't know what other component of the IntExcelReport package may be dependent/has a dependancy on the Beable_customization package. 

Show all comments

Has anyone been successful using the CreatioSDK in sending date updates via either InsertQuery or UpdateQuery?

 

I've tried sending dates in all the following formats but all result in an error:

 

yyyy-MM-dd

yyyy-MM-ddTHH:mm:ss

yyyy-MM-ddTHH:mm:ss.fff 

yyyy-MM-ddTHH:mm:ss.fffffffZ

M/d/yyyy

d/M/yyyy

dd/MM/yyyy

 

The dates I'm trying to send are defined as DataValueType.Date and I've tried specifying that in the Update/InsertQuery and in desperation also tried specifying as DataValueType.DateTime. 

 

If I omit dates from the Insert/Update queries the updates are successful. 

 

I can successfully enter dates in the records I'm trying to update via the Creatio UI.

 

Here's an example of a stripped down InsertQuery request, including the DueDate column causes an error 500, if excluded the insert is successful:

 

{
  "QueryId": null,
  "QueryKind": 0,
  "ColumnValues": {
    "Items": {
      "Title": {
        "ExpressionType": 2,
        "IsBlock": false,
        "ColumnPath": null,
        "Parameter": {
          "DataValueType": 1,
          "Value": "Test SDK Three",
          "ArrayValue": null,
          "ShouldSkipConvertion": false
        },
        "FunctionType": 0,
        "MacrosType": 0,
        "FunctionArgument": null,
        "FunctionArguments": null,
        "DateDiffInterval": 0,
        "DatePartType": 0,
        "AggregationType": 0,
        "AggregationEvalType": 0,
        "SubFilters": null,
        "ArithmeticOperation": 0,
        "LeftArithmeticOperand": null,
        "RightArithmeticOperand": null
      },
      "Contact": {
        "ExpressionType": 2,
        "IsBlock": false,
        "ColumnPath": null,
        "Parameter": {
          "DataValueType": 0,
          "Value": "fede06a3-1270-4464-8049-c7afb144a018",
          "ArrayValue": null,
          "ShouldSkipConvertion": false
        },
        "FunctionType": 0,
        "MacrosType": 0,
        "FunctionArgument": null,
        "FunctionArguments": null,
        "DateDiffInterval": 0,
        "DatePartType": 0,
        "AggregationType": 0,
        "AggregationEvalType": 0,
        "SubFilters": null,
        "ArithmeticOperation": 0,
        "LeftArithmeticOperand": null,
        "RightArithmeticOperand": null
      },
      "DueDate": {
        "ExpressionType": 2,
        "IsBlock": false,
        "ColumnPath": null,
        "Parameter": {
          "DataValueType": 8,
          "Value": "2022-05-28",
          "ArrayValue": null,
          "ShouldSkipConvertion": false
        },
        "FunctionType": 0,
        "MacrosType": 0,
        "FunctionArgument": null,
        "FunctionArguments": null,
        "DateDiffInterval": 0,
        "DatePartType": 0,
        "AggregationType": 0,
        "AggregationEvalType": 0,
        "SubFilters": null,
        "ArithmeticOperation": 0,
        "LeftArithmeticOperand": null,
        "RightArithmeticOperand": null
      },
      "Amount": {
        "ExpressionType": 2,
        "IsBlock": false,
        "ColumnPath": null,
        "Parameter": {
          "DataValueType": 5,
          "Value": 6718.35,
          "ArrayValue": null,
          "ShouldSkipConvertion": false
        },
        "FunctionType": 0,
        "MacrosType": 0,
        "FunctionArgument": null,
        "FunctionArguments": null,
        "DateDiffInterval": 0,
        "DatePartType": 0,
        "AggregationType": 0,
        "AggregationEvalType": 0,
        "SubFilters": null,
        "ArithmeticOperation": 0,
        "LeftArithmeticOperand": null,
        "RightArithmeticOperand": null
      },
      "Budget": {
        "ExpressionType": 2,
        "IsBlock": false,
        "ColumnPath": null,
        "Parameter": {
          "DataValueType": 5,
          "Value": 0.0,
          "ArrayValue": null,
          "ShouldSkipConvertion": false
        },
        "FunctionType": 0,
        "MacrosType": 0,
        "FunctionArgument": null,
        "FunctionArguments": null,
        "DateDiffInterval": 0,
        "DatePartType": 0,
        "AggregationType": 0,
        "AggregationEvalType": 0,
        "SubFilters": null,
        "ArithmeticOperation": 0,
        "LeftArithmeticOperand": null,
        "RightArithmeticOperand": null
      }
    }
  },
  "RootSchemaName": "Opportunity",
  "IncludeProcessExecutionData": false
}
 

  

Like 0

Like

1 comments
Best reply

Hello Jerry, 

Please try to pass Date into Creatio with the following format in UTC time:
 

      "dataValueType":8,
      "value":"\"2000-01-01T00:00:00.000\""

Kind regards,
Roman

Hello Jerry, 

Please try to pass Date into Creatio with the following format in UTC time:
 

      "dataValueType":8,
      "value":"\"2000-01-01T00:00:00.000\""

Kind regards,
Roman
Show all comments

Dear mates,

i 'd like to modifiy a process named "ChangeOrder Société émettrice" in order to launch the process only if the order's company is changed.

In the process designer the custom column "Société émettrice" (UsrSocieteEmettrice) does not appear in the system designer:

 

Is it because the process is in another package which has not access to this column (the order objet is in the custom package).

Thank you !

Nicolas

Like 0

Like

1 comments

Hello Nicolas!

We have already registered the issue for our R&D team to fix this functionality in further releases. I will assign your case to this project in order to increase its priority. 

 

To solve this issue we recommend you generate the source code and compile the system.

 

Best regards, 
Anastasiia 

Show all comments

I modified out Lead process and we don't use "nurturing" anymore. This works well for new leads.

When I copy a lead this new document is still placed in the "nurturing" stage. Which process do I have to modify to change this behaviour?

Like 0

Like

9 comments

Hello Christian,

 

Could you please clarify what you mean under "new document" and what actions are you doing before the Lead came to the "nurturing" stage?

 

Thank you in advance!

Hello Anastasiia!

 

Workflow:

Click on an existing lead in list view

Click "copy"

A new lead document ("new document") is being creating

This new document is in stage "nurturing" and I want it to be in a different stage.

Christian Waidner,

Anastasiia Stepanova,

Do you need any more explanation? Is there anything i can do to change the starting phase of a copied document?

Anastasiia Stepanova,

Reminder - are you still on it?

Christian Waidner,

 

If I understand correctly, you do not want to copy the DCM stage while copying the existing record, then you can try the following with the lookup used for DCM in the Object itself,

 

Thanks,

Sourav Kumar Samal

Sourav Kumar Samal,

The checkbox is unchecked for my field and I do not think that this will fix my problem.

 

This is the situation, I click on "copy" on an existing lead.

 

The resulting lead stage looks like this:

 

 

I do not have a "nurturing" stage in my lead stage anymore.

Christian Waidner,

 

Could you check what is the default value of the lookup value set in the object ?

 

Thanks,

Sourav

Sourav Kumar Samal,

If you can give me a hint how to find this in the system .... sure

Show all comments

Until recently we have been using the Excel Reports builder without any issue.  We have now started receiving an error (below) when we try to generate a report with calculated Net Sales Entered.  If we remove the columns or generate a different report without these columns there is no issue.  If we add the columns back we again receive the error.  This is an excel report we've had and ran for several months and just now began receiving the error.

 

A severe error occurred on the current command. The results, if any, should be discarded. Operation cancelled by user. Please check filter settings

Like 1

Like

0 comments
Show all comments