I would like to disable the mini page that appears before the main page in Freedom UI. Currently, when we click on "Next Step," it first opens a mini page before navigating to the main page. Instead, I want it to directly open the main page without this intermediate step.
This error can occur when the contacts you are trying to merge are linked to a system user.
When trying to merge them, the system attempts to link one contact to another user, but a contact cannot be linked to more than one user. This results in an error, since the system does not allow this situation.
Such user-linked contacts should not be merged. If necessary, you can deactivate one of the users and rename the contact to avoid confusion.
Since deleting a user is not supported by the system by design, deleting a contact linked to such a user is also not possible.
If you have any further questions, please let us know, we would be happy to help. Thank you for choosing Creatio!
I've the same question and I followed these steps for Contact section:
1. Create a replacement for the Freedom client schema. Please create a new client module, and for the URL in the browser, change schemaType=9 for example like that: .../0/ClientApp/#/ClientUnitSchemaDesigner/new?packageId=db5d44a0-881e-ba1b-3396-a2dfae3fecee&packageName=test_contacts&schemaType=9 2. Set Parent object - Contacts form page (Contacts_FormPage)
I need to create one printing report for all records in section. I set up word report for this section. I set up button, but it makes separated report for every record.
As result i want to get literaly all records from section in my report. What should I do to get this result: ONE common report with all section records
Unfortunately, it is not possible to hide "+ Add a new step" button within the "Next step" 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.
Unfortunately, it is not possible to hide "+ Add a new step" button within the "Next step" 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.
Does anybody have fairly solid methods of working around Creatio's limitation of not being able to distinguish between zeroes and missing values for number fields? This often comes up in requirements, and I haven't found a workaround that works so well that I always use it.
Some methods we've tried/considered:
Using Text fields instead of number fields
Obvious disadvantage of not having numeric protections/validations, both in the page layer & the backend & database side
Values can't be aggregated into KPI widgets/graphs, unless you have some process to copy the number text into a hidden number field...
Having a Boolean field for every number field to indicate if it should be null or zero
Cumbersome to implement on objects with lots of number fields
Field still displays as a zero value unless you add in custom code everywhere it appears
BPs or Event Listener code needed to ensure these 2 fields agree, plus logic in the page/integrations needed to set the flags and make the field show nothing when the flag is set
Any other workarounds people are using that are effective? Hopefully Creatio will add this capability at some point as it is crucial for having valid data, but it feels like it would require a fairly big change to the platform, so I don't expect we'll get it very soon!
The task is still in progress and the only workaround that currently exists is using the text column instead of a number. In case this number should be processed it can be done using type casting in formulas (or script tasks) of business processes.
I've also added your voice to prioritize the problem for our R&D team. Hope this will be implemented soon.
We are also experiencing this issue when searching by dates. For example, 4/5/1967 will generate a hit, but not 04/05/1967. Interested in being added to any prioritization tickets on this.
Please create a separate question in the community with a description of how exactly the search is performed and which datatype your current column that stores the date has.
You don't need to use programming for this task. You need to create an object replacement (in your example, an Account object replacement), in which you can set the default value for the corresponding columns, save the changes, and publish the object.
After that, when you open the pages of creating records, you will see the fields immediately filled with the default values.
These links can also be useful for you to find more options for achieving your goal:
1) We can not utilize the generic default value, becasue depending on the conditions the Type, might have differnetvalues.
2) Our frontend logic is associated with OpenSelectionWindowRequest. In the documentation of OpenSelectionWindowRequest there is no documentation for default values.
The requirement is to show all the Opportunity irrespective of the Account selected .Now it is being filter by Account. I'm trying to find the module where the implementation is done. I have attached the screenshots below for the reference .
We have performed several tests and here is the result: if you go to "Not processed" folder and find any email that is not bound to any contact or account - you will be able to bind it to any opportunity in the application.
But if you find any email that is already bound to a contact or account - then you will only be able to bind this email to the opportunity where this contact or account is a customer.
This won't work if the account and contact are not bound to each other (for example, contact is not primary for an account or not connected to an account).
We will create a separate idea for our R&D team so to develop this new functionality of binding email data.
I'm facing an issue while configuring mail in my local instance. I have setup the system settings ExchangeListenerServiceUri and Creatio Exchange Events Endpoint URL, same as the academy documentation. The container in the Docker is running there is no issue from the docker side. I have attached the screenshots of the steps I have done below.
We recommend setting an IP address instead of "localhost" in the system setting BpmonlineExchangeEventsEndpointURL.
This is because "localhost" refers to the current machine’s address. The issue arises within Docker, which has its own network inside and a different interpretation of "localhost".
As a result, when Docker tries to connect to the site’s endpoint, it fails to reach it.
To resolve this, we recommend changing the site binding to an IP address or a domain name instead of localhost.
Please be informed that currently, there is no ability to use Creatio AI in the environments deployed locally (on-site), therefore it is not possible to set this functionality up on your site. However, we have planned a task for our R&D team to support this feature in future releases.
Please be informed that currently, there is no ability to use Creatio AI in the environments deployed locally (on-site), therefore it is not possible to set this functionality up on your site. However, we have planned a task for our R&D team to support this feature in future releases.
Last roadmap I saw, it was planned for a first iteration of Creatio Copilot (now AI) in version 8.2.2 (next release) for on-premise versions , let's see if it will be the case or not 😊. Curious to see what additional infrastructure we need to put into place to handle the additional microservices.