Hi Shemroy!

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!

Hello Vladimir,

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)

3. Change del module script 

viewConfigDiff: /**SCHEMA_VIEW_CONFIG_DIFF*/[
			{
				"operation": "insert",
				"name": "Checkbox_Custom",
				"values": {
					"layoutConfig": {
						"column": 1,
						"row": 2,
						"colSpan": 1,
						"rowSpan": 1
					},
					"type": "crt.Checkbox",
					"label": "$Resources.Strings.PDS_RecordInactive_Custom",
					"labelPosition": "auto",
					"control": "$PDS_RecordInactive_Custom"
				},
				"parentName": "SideAreaProfileContainer",
				"propertyName": "items",
				"index": 1
			}
		]/**SCHEMA_VIEW_CONFIG_DIFF*/,
		viewModelConfigDiff: /**SCHEMA_VIEW_MODEL_CONFIG_DIFF*/[
			{
				"operation": "merge",
				"path": [
					"attributes"
				],
				"values": {
					"PDS_RecordInactive_Custom": {
						"modelConfig": {
							"path": "PDS.RecordInactive"
						}
					}
				}
			}
		]

Hello,
 

The solution provided by Stefano is a good one. 

An alternative solution was discussed in this post: https://community.creatio.com/questions/recordinactive-checkbox-missing-freedom, and you can use the approach from there.
 

However, we still recommend adding the required column directly via page metadata, as described above.
 

We already have a backlog task to address this issue in future versions of the application.
 

Thank you for reaching out!

Hi,
 

Unfortunately, there is no direct way to perform such printing.

However, you can configure this logic using a workaround.
 

For example, if you want to export all records from the "Invoice" section into a single report, you can follow these steps:

1.Create an "Invoice report" object (optionally, you can create a section for it).

2. In the "Invoice" object, add a lookup column that references "Invoice report" (e.g., UsrInvoiceReport).

3. Create a single record in the "Invoice report" section.

4. Update all Invoice records, setting the UsrInvoiceReport column (from step 2) to the record created in step 3.

5. Create a report based on the "Invoice report" object and add a table section for the "Invoice" object, linking them as follows:
 

Invoice report.Id = Invoice.UsrInvoiceReportId
 

This way, you will generate a report that includes all records from the Invoice table, as they all reference the same record.
 

You can also use this same section for other objects like Document, Order, etc. by repeating steps 2-5.
 

Hope this helps! Take care! 😊

Hello,

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.

Hello Harvey,

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.

Anna Pannier,

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.

Hello,
 

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:

https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/development-tools/creatio-ide/configuration-elements/object

https://community.creatio.com/questions/it-possible-set-default-value-f…

Thank you.

Hello Serhii,

Thank you for the reply.

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.

Is there any workaround to achieve this?
Sasor

Hello,

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. 

Best regards,
Antonii.

Hello,
 

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.
 

Hope this helps!

Hello,

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.