We need to configure the Event field in the Lead object to be automatically prefilled for users in the mobile application. Since different managers are assigned to different events, the value should be dynamically calculated based on the specific user and prepopulated in the field.
Please note that this functionality should only apply to the mobile app and not the web version.
You can try setting up a business rule in the mobile application to achieve the required functionality. Business rules allow you to dynamically populate the value for the Event field in the Lead object based on the specific user.
For guidance on how to create and implement business rules in the mobile app, refer to the following articles:
Alternatively, you can design a business process to achieve the same goal. A business process can calculate the appropriate value for the Event field and populate it when a record is created or updated in the mobile app.
More information regarding business processes is available here:
I have a detail with duplicate records in it. These records are automaticaly added after the certain emailing (via webhooks). The issues is there are duplicates and I do need them - I need some of them be deleted and at least one should be staying (see image below).
I cannot understand how to write the deleting part in business process
Basically, when a webhook comes to the system, there is no process of searching for duplicates, so that duplicate records could be created. However, you can create a business process in which you can use the Find and merge duplicate process element to search and merge these records.
Unfortunately, at the moment there is no custom option to call this page in the custom functionality.
We have a task in the backlog to implement this feature in future versions of the application. We have raised the priority of the task taking into account your user experience.
This would be very useful for us too - selecting columns in the UI could be very helpful for creating marketplace tools to be used by others for no code configuration of things like import/export/integration tools.
Hi guys! There is a question. It is necessary to establish rules for the segmentation of the counterparty. If he has more than $10,000 revenue, then assign a segment in the directory with the value A, if the revenue field is less than $1,000, then segment B. How do I do this? In the "event - signal" business process, there is no sign greater than or equal to, only flat or uneven. I didn't find anything that would help me in setting up business rules either. Who can tell you? Version 7.18
You need to check whether your Revenue field is of type "Integer," as it seems that a text field is being used.
If you specifically need to use a text field, you will need to parse this field into an integer in formula and use a formula in the Conditional flow to evaluate this value using ">" or "<".
Also, that option for Freedom UI in mobile is controlled by a feature. I have a couple of systems where that feature never got enabled by upgrades and the option doesn't show. If it's not showing in your system, that could be the case also and you can check with support for which feature is needed for that (I can't remember the feature name that controls that)
I need urgent help from Creatio support - I have emailed support@creatio.com
All users of our domain are unable to access for more than 3hours.
It keeps stating we have entered an incorrect username and password - this is not possible for all users across all of our offices, I know for certain my credentials are correct.
Please try to send another email to support@creatio.com, make sure that you have entered correct mailbox address, or try to send an email from a different address so we could process your request.
is it possible to define start of scheduled process not in process itself (with Start timer element), but in some system settings or lookup, for example?
I don't need to determine when a timer will trigger. I need to start business process by some external timer (not starting signal), cause time of start should be calculated, not static
