Hi Team,

We want to retrieve a specific record by Id along with all the related elements (eg - Retrieve Account A with all of its related Contacts). 

What we already know:

We can retrieve the account record itself along with related records that are linked with lookupfields, like the PrimaryContact

 

Account(0001111-1111-1111-1111-111111231123)?$expand=PrimaryContact($select=Name)

This works, but it returns only one contact, the primary one.

 

Instead, we need an embedded list of contacts, like

{
    "@odata.context": myurl.creatio.com/0/odata/$metadata#Account(PrimaryContact(Name))/$entity,
    "Id": "22222-222222-2222-222222-22222207ba6",
    "Name": "somename",
    "OwnerId": "111111-11111-11111-11111-1111111",
    "CreatedOn": "2022-11-16T21:11:57.214167Z",
    "Contacts“ : [
{object}, {object}
]
}

Given the first URL in the response, we expected that all NavigationProperties would behave the same:

But this collection:

Is not accessible. If we call for :

Account(0002204c-d255-46c0-bea6-0f32e2e07ba6)?$expand=ContactCollectionByAccount

 

We get this error in return:

{
    "error": {
        "code": "",
        "message": "An error has occurred."
    }
}

If we use other expand values, we retrieve meaningful errors like „Could not find a property named xy“, but this error is not self explaining. How can we return an object with an embedded list of children? I know that in this example we also could ask for a list of Contacts filtered by their account, but we cannot do that in all scenarios we have in mind.

Thank you

Petrika

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Our sales and production processes use multiple funnels. Huge advantage of Creatio is the ability to create multiple funnels with different settings. That is why we chose Creatio when fucked off russian amoCRM.

But the trouble is, we have an opportunity to build several funnels, but we have not the ability to manage several funnels together.

We found the Calculated metric add-on, which allows you to operate with formulas and get, for example, the conversion rate for the sum of two funnels, LTV or the number of sales per client for two funnels.

But it is not clear why you stopped half way and did not create the Lists and Charts in the same way.

THIS IS MEGA USEFUL. It is almost the functionality of Power BI.

Serious competitive advantage

Please clarify if there are any plans to improve it and when?

Thank you!

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Hi Creatio Community,

 

I've noticed that after changing price lists in the account section the new product prices won't load in the poduct catalogue when adding a new product to an invoice. Other (older) accounts have the correct prices of their price list.

 

Could this be some kind of caching problem? Do you have experienced the same behaviour?

 

Thanks!

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Hello,

 

We recommend creating a Case directly for our Support team and providing all the details there, since there will be a need to check the issue more closely than it is possible on Community.

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Hello Community,

I'm trying to implement the opportunity Client in creatio Latest version. How can we add diff and attributes in latest version?

I tried in this way, but it didn't work. Is there any way to do the multilookup column or can we do multilookup column in latest version.

{
                "operation": "insert",
                "name": "Customer",
                "values": {
                    "type": "crt.ComboBox",
                    "label": "Customer",
                    "control": "",
                    "listActions": [],
                    "showValueAsLink": true,
                    "controlActions": [],
                    "multiLookupColumns": [
                        "Account",
                        "Contact"
                    ],
                    "layoutConfig": {
                        "column": 1,
                        "row": 1,
                        "colSpan": 1,
                        "rowSpan": 1
                    },
                    "controlConfig": {
                        "enableLeftIcon": true,
                        "leftIconConfig": {
                            "bindTo": "getMultiLookupIconConfig"
                        }
                    }
                },
                "parentName": "SideAreaProfileContainer",
                "propertyName": "items",
                "index": 0
            },

 

Thanks in advance! 

Regards,

I Yasaswini

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Hello Team,

I am trying to insert a null guid directly to the DB. I use the following snippet

	QueryColumnExpression nullParameter =
					Column.Parameter(DBNull.Value, new GuidDataValueType(UserConnection.DataValueTypeManager));
				update.Set("ResponseDetailsId", nullParameter);

I get the following exception

 

System.NotSupportedException: The CLR type Terrasoft.Core.DB.QueryColumnExpression isn't supported by Npgsql or your PostgreSQL. If you wish to map it to a PostgreSQL composite type you need to register it before usage, please refer to the documentation.
 

If this is not a suitable way, which is the proper way to insert a null guid directly in a PostgreSQL db from C# code ?

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Solved 

Example

new Update(_userConnection, "SysAdminUnit")
					.Set("LDAPElementId", Column.Parameter(null, "Guid"))
				.Where("SynchronizeWithLDAP").IsEqual(Column.Parameter(true));
			int operationsCount = update.Execute();

 

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Hi Team,

 

A new DCM is created/OOTB DCM is used in a stage and few records are created. Post that there is a change made in the life cycle and new stages are added and saved and made it actual version.

 

Records created post the new stages has been defined will have the new DCM stage shown but the old records will have the old DCM and option to “change case” available and on click of the “change case” the stage will show with the new DCM flow.

 

Question : instead of going to each and every old record to change the DCM to the new DCM created, is there an option to update all the old records DCM to the newly created DCM?

 

 

Thanks in advance!

 

Regards,

Mayan

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Hello,

 

We have already registered it in the backlog of our R&D team to fix this logic in future releases.

 

Currently, you can only change the version of a case manually in each record separately.

+1 here, it would be great to update all or select opps in batch to switch to new dcm version.

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Hi,

Is there a way to add advanced filter mode to lookup record in lookup section?

Right now there is only "Add filter" option on Filters/folders. I need to add "Switch to advanced mode" to lookup record to add more modes to filter. 

 

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At the moment, it is not possible to configure advanced filters in Lookups records.
We have recorded your request and this issue will be considered in as much detail as possible with the prospect of implementation in future versions of the application.
As a workaround, the advanced filter can be configured by the "list" dashboard by selecting the directory object, and in the display parameters select the advanced filter.

Thank you for your appeal and for helping to make our product better!

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Hello!

 

We need to add Pivot to the Account page.

As there is no widget with pivot available in page wizard, is there another option to do that?

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I do wish we could add dashboard list elements on pages. It would make things easy to display unrelated data on a page and things like pivot tables. However, I don't believe there is anyway to add it to the page that I know of. We usually just create a view, then display the results in a detail on the page instead. For creating a pivot table, Postgresql does have the crosstab function which does this easily - However, that is part of the tablefunc extension, which isn't installed in Creatio postgresql databases - I've never tried to see if it allows you to install extensions like that. See https://stackoverflow.com/questions/3002499/postgresql-crosstab-query/1…

Ryan

Ryan Farley,

We have added widget with list to the page, but it is still displayed like flat list, not pivot... 
That's why I would like to find out if it is possible to make this last step :)

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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?

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Best reply

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

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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7.18.5 in-site
Set up integration with ZAPIER - 1.03.
Periodically, ZAPIER gives an error when transferring data:
Could not parse JSON from /0/DataService/json/SyncReply/RuntimeEntitySchemaRequest
hide details
<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd"> <html xmlns="http ://www.w3.org/1999/xhtml"d
http://joxi.ru/Vm6B4jWt04GMkm

This is all the information that displays by mistake ZAPIER
the error occurs when transferring not all but only some records

 

Can someone explain what this error is?

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Hi Alexey!

Please tell us more about the issue.
Which steps did you take to transfer data?
Did any common errors occur?
Did the issue occur on a particular step?

Hi Oleksander,

Here is all the information by mistake http://joxi.ru/L21EGgYFV0GbK2
Here is the action itself - create a contact and fill in three fields "Email", "Name", "Account"
http://joxi.ru/DmBBZKktP4d3Bm
http://joxi.ru/8Ankb1yT0y16pr
http://joxi.ru/12M95y0cXkqRv2
http://joxi.ru/n2Y9Xp4cVeGE42
the error is not permanent. When that day or two appears, contacts are not created, and then they are created again, and even when you restart those that have not been completed, they are successfully completed

 

Вот вся информация по ошибке http://joxi.ru/L21EGgYFV0GbK2
Вот само действие - создать контакт и заполнить три поля "Емейл", "ФИО", "Аккаунт" 
http://joxi.ru/DmBBZKktP4d3Bm
http://joxi.ru/8Ankb1yT0y16pr
http://joxi.ru/12M95y0cXkqRv2
http://joxi.ru/n2Y9Xp4cVeGE42
ошибка не постоянная. Когда появляется то день или два не создаеются контакти, а потом снова создаются и даже когда повторно запускаеш те что не віполнились они успешно выполняются

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