I'm trying to create print-ready reports in MS Word. I have create the report in Creatio and log in MS Word using Creatio account. When i select "Select Report" it showing this error. Can you check and let me know.

 

Like 1

Like

1 comments

Hi,

 

When working with the Creatio plug-in for MS Word, you may encounter the error "Unexpected character encountered while parsing value: <. Path", line 0, position 0." when selecting a template for further customization.
 

This issue arises due to login problems to your Creatio environment.
 

Possibly, the problem lies in the fact that the password for the user you are connecting with has expired. To confirm, simply log in as this user in the Creatio application using direct credentials.

If the password has indeed expired, you will see the following message:



and after simply changing the password, the functionality of the Creatio plug-in for MS Word will be available to you again.

Show all comments

In the classic UI, users had the ability to set follow the Feed of an Account record. This is no longer possible in the Freedom UI. Is there a way for a user to follow all feeds for all accounts somehow by a setting or in code?

Like 1

Like

1 comments

Hello,

Unfortunately, it is not yet available for Freedom UI pages. However, we have already registered a task for our R&D team to look into the possibility of implementing this functionality.

Best regards.
Antonii

Show all comments

I have stopped three business process flows related to two leads. Now these business process tasks are stuck in my notification center. 

 

Clicking on them does nothing.

 

Does anyone know how to get rid of these three business process tasks? 

Ideas welcome :-) 
 

Like 0

Like

4 comments

Hello,

 

Please note that in order to remove these tasks from the notifications panel, you need to find the exact business process iterations that created these tasks and cancel the processes.

Thanks for the reply Mira. I already tried this. I actually stopped all historic business processes on leads. But these are still stuck somehow. 

This are the only tasks still in "running" status:

Bas Kroes,

 

Please describe what exactly happens when you try to cancel these processes, what error do you receive?

Hi Mira, just to clear out, these are the only remaining business processes that are not connected to leads. So the ones that are still visible in my notification center should not be in this list and are already stopped/cancelled. Therefore I don't know how to get rid of the tasks.

Does that make it more clear?

Show all comments

Hello,

I was trying to Create a random SQL View in Creatio Cloud and wanted to check if I can access it's records through Creatio Odata API. I followed below steps.

    1. Created  below simple SQL view in Creatio to display account and their annual revenue. 
    

IF EXISTS (SELECT * FROM sys.views WHERE object_id = OBJECT_ID(N'[dbo].[UsrVwAcctRevenuesT]'))
            DROP VIEW [dbo].[UsrVwAcctRevenuesT]
            GO 
            CREATE VIEW [dbo].[UsrVwAcctRevenuesT] AS
            SELECT Account.Id AS UsrId, AccountAnnualRevenue.Name AS UsrRevenue
            FROM Account  LEFT OUTER JOIN AccountAnnualRevenue  ON 
            Account.AnnualRevenueId = AccountAnnualRevenue.Id
            GO
   

        

    
    2.  I created new object in Creatio with same name (UsrVwAcctRevenuesT) as that of my SQL view with columns as "UsrId" (GUID datatype) and  "UsrRevenue" (TEXT data type with 50 chars) and kept same title.

 

    3. I marked above object as "Represents Structure of Database View" and set Id as "UsrId"
    
    4. Saved, published and compiled above new object.
 

But now when I tried to access it from Creatio Cloud through odata using below URL, 
https:///0/odata/UsrVwAcctRevenuesT
 

I am getting below error.

 

{"error":{"code":"","message":"An error has occurred.","innererror":{"message":"The 'ObjectContent`1' type failed to serialize the response body for content type 'application/json; odata.metadata=minimal'.","type":"","stacktrace":"","internalexception":{"message":"42P01: relation \"public.UsrVwAcctRevenuesT\" does not exist","type":"","stacktrace":""}}}}

 

Am I missing anything ?

Thanks.

 

Like 1

Like

3 comments

Hello!

 

To resolve the issue, please try to do the following:

  1. 1) Navigate to the configuration
  2. 2) Generate source code for all schemas
  3. 3) Compile the application
  4.  

Have a nice day!

Arsenii Ostapyk,

Hi,

I followed above steps . But still getting the same error.
 

Hi,

 

To verify is the View and all its columns have been correctly created and are accessible for the configuration, please create a lookup of this view, display all its columns on the page and check if there are any records appearing.

 

If not, then it means that the view has been incorrectly created.

Show all comments

I am developing a Realty app. I need to add a new navigation section as Tasks and Calendar within this app. I also want to utilize the existing Task List Page and Task Form Pages such that if any changes are made in the task pages of the Realty App, they should not be reflected in the native Task List Page and Task Form Page of the Sales App. 

 

I have created a new Task and Calendar from the Freedom UI Section. This has created new page. However, if I make any changes to the New page or form page, it gets reflected in the existing Task List and Task Form pages of the Sales App. Please guide me on an efficient way to achieve this.

Like 0

Like

1 comments

Hi Manoj,

I assume you have created a replacement schema for Task pages. This way, in the UI, the page will take into account all replacements and native page settings and display them all. 
The original pages are still saved in the OOTB packages, but on top of it you have your replacement schema.

So if you remove the newly created application, the basic schema will still be intact (if no direct changes to the OOTB packages were made).

To achieve your goal, I recommend creating a separate page with the source object "Activity" and adding the necessary elements to this newly created page.

I hope this helps. Have a great day!

Show all comments

We are trying to copy all attachments posted in an object's feed to the attachment's section of the object in Freedom UI. 

 

Here's the scenario, we created a section to hold data about all our subcontractors. The users are leaving comments and docs in the Feed, but we want all those same docs to copy over to the record within the attachments section. 

 

I have used the file transfer function the business processes but the feed not your typical object.

 

Like 0

Like

1 comments

Good day,

Could you please specify whether the you are trying to copy over are stored as, for example, "Feed uploaded file"?
Feed uploaded file

Have you attempted using a process element "Process file" mentioned in this article? 

 

If so, please let us know, what exact error you are experiencing.

Thank you in advance!

Show all comments

The client wants to use Consimple messenger connector for Creatio to send SMS within campaigns, but wants us to expose an API so they can connect their system with Consimple.

Do you know how I can do that?

Like 0

Like

3 comments

Hello,
It's necessary to contact Consimple to address this functionality. 
Consimple messenger connector for Creatio | Creatio Marketplace

It is already in the system with simple, do you know how I can configure it now, I have not found documentation

Hello,

 

We kindly recommend contacting the developer of the marketplace application at office@consimple.com. They will be able to provide you with detailed insights about the mechanism.

Show all comments

How can you refresh a Timeline or to get it's data source?

Like 1

Like

1 comments

Hello, 
 
Please note, that there is unfortunately no possibility to do that through basic Creatio tools, only through  development for now. 

There is anotehr community post you may find helpful: https://community.creatio.com/questions/how-can-you-refresh-timeline-feed-or-next-steps-component-code


For Classic UI Creatio pages, to refresh or reload a page the function ReloadEntity is used:  https://customerfx.com/article/refreshing-a-page-or-detail-sections-on-a-page-from-client-code-in-bpmonline/

However, in Freedom UI Pages, the structure of the page is different and along with this a new way to refresh anything on the page. In a Creatio Freedom UI page, there is no longer separate details from the page itself. Instead, a list is just another element in the page that uses a separate data source on the page.

There is an article : https://customerfx.com/article/refreshing-reloading-page-or-list-data-on-a-creatio-freedom-ui-page/

Additionally to view more details about the Timeline component itself and setting it up we are adding some links: 
https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/platform-customization/freedom-ui/overview
https://academy.creatio.com/docs/8.x/no-code-customization/customization-tools/ui-and-business-logic-customization/UI-designer

Show all comments

Hello Community, 

 

We have a client for whom we perform Excel imports of products into quotes. This import process includes a validation step where the system checks the PartNumber to verify if the product already exists. If it does, the corresponding ID is assigned to the product in the quote. If it does not exist, a new product is created with the appropriate classifications.

 

However, we discovered that when the PartNumber in the Excel file contains "00", Creatio is unable to process it correctly and instead associates a product with no PartNumber assigned.

 

 

Can you help us resolve this issue? Any suggestions would be appreciated!

Like 0

Like

1 comments

Hello,
 

I recommend that you make sure that the type of the PartNumber field in Creatio matches the format you are trying to insert, i.e. it should be a text field.
 

In addition, the system has a lookup “Excel import log”, we recommend that you search for your import logs, if there were errors with filling in the column, they will be displayed in this lookup.
 

If you cannot solve the problem yourself, we recommend contacting our support team for a more detailed check. (support@creatio.com)

Best regards,
Pavlo!

Show all comments

why i get this error. i use update
... 0/odata/Contact(guid'123') to change number value

Like 0

Like

1 comments

Hello, 

The error you encountered, according to the analysis, was caused by the fact that the OData protocol takes some time to initialize. During this time, requests via the protocol may return an error. However, within 5 minutes of the request, the system successfully initialized the protocol.


Best regards, 
Orkhan

Show all comments