Hi,
When trying to get webhook url I am getting the following message: "Failed to Get API Key. Service Connection error".

 

I have followed the steps of the following documentation:

https://academy.creatio.com/docs/8.x/no-code-customization/base-integrations/webhook-service-integration/retrieve-a-webhook

 

Is there something else I could be missing?

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You'll need to contact support. I've had several systems that were missing the needed system settings to create the webhook links. They'll need to verify/add them.

Ryan

Hello!

Please contact us on support@creatio.com. We will help you to verify/add all necesary settings. 

Thank you!

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I would like to inquire whether it is possible to add a new lookup value to the "Result" field in the tasks section. Additionally, I have observed that the "Result" and "Category" fields appear to be interconnected. Could you please confirm if their linkage is determined by the process? I have not found any related configurations in the page rules.

 

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Hello!

Values to the "Result" column in Tasks are defined in the lookup "Activity results".

You are correct, the fields Result and Category are connected, and the filtration used by them are defined in lookup "Activity results":





Have a great day!

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How do we change the Autonumber's last generated number? So, we can continue from there.

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Hi Syed

 

Not an easy task in current version..., I suggest to review Ryan Farley article on https://customerfx.com/article/resetting-the-value-of-autonumber-fields-in-creatio/

 

Regards 

 

Julio

Julio Falcón (NoCode-Services),

Thanks a lot, it worked.

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Hello everyone,

We’re currently using Creatio 8.XX as a SaaS solution. I’d now like to set up Creatio in my local environment for development purposes. Could anyone guide me on where I can download Creatio for local installation? I couldn’t find a download link for a zip file in the documentation.

Thanks!

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Contact support and they can provide the installation files.

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Please advise what could be the problem. 
There is a business process where the start signal (trigger) is set to launch when the text field "CHErrorNotification" in Opportunity is changed. If I change the field manually, the process starts, BUT if I change it via code, nothing happens—the process doesn't start. As you can see in the examples, I'm changing it not through a query; the process should start.

I tried filling the field both during the save and after; in both cases, the field was populated, but the process trigger did not work.
OnSaving

OnSaved

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  1. If an Entity.Save() call occurs in the embedded process or listener. In this case the signal to start the BP is not thrown.

 

You won't be able to trigger the business process using the Entity.Save in your listener. What can be done:

 

  1. 1) Use another approach to trigger the process upon modification of the column
  2. 2) Create an additional method that will perform the very same operations that the business process should perform

Oleg Drobina,
 

Previously, and even now in other systems that I configured earlier, the process starts when such code changes occur. Regarding point 1, can you provide an example?

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Dear,

 

Each time I reconnect an email (following a problem with the provider) the configured email is added to my contact card.
Is it possible to deactivate the automatic addition of email?

 

Thank you !
Nicolas

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Dear Nikolas,

To avoid this automatic addition, we recommend the following flow:
1. Reconnect the mailbox, the system will ask if you want to download email for the last week, select "Change settings":



2. Go to the settings, and when changing them, the system will ask if you want to add this email address to the contact communication detail, here you can select no:



Please note that the system will only ask you if you want to add this mailbox if it has not been added yet. So, if you already have this mailbox added to the communication option, please remove it from the contact.

Have a great day!

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Hi,

I performed a test load of 30 records into the Account addresses object, the first 30 records were imported but when attempting to re-import those records, the wizard returns this error: 

Column CountryName value cannot be obtained because it has not been loaded.

When i checked the values in the Country lookup, the values its rejecting are already loaded in the lookup, so it doesn't make sense that its saying its not loaded. There maybe something i'm missing here and i would love to know if anyone has experienced this issue in the past. 

Thanks!

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Hello,

 

In order to fix this issue, turn on (or add) feature  "LoadAllColumnValuesInDuplicateSearch" and clear browser cache, then import should load all columns and work as expected.

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I am using creatio API to get the object collection data from Creatio, in which lookup values have Ids. I want to replace those Ids with their Name saved in look ups. 

 

@Community, My question is, how can I get data of specific look up from Creatio using creatio API Odata4

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Hello!

 

To get the data of a specific lookup you need to use the following request:

https://sitename.creatio.com/0/odata/Lookup(lookup_id)

 

If you want to get the content of such lookup, then you should make a request directly to the object which the lookup is connected to. For example:
https://110032169-demo.creatio.com/0/odata/Account(record_id)

 

Have a nice day!

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I want to attach a pdf to an email template. I tried an add on from the market place but it is not helping as it is the same as adding an attachment to a record. How do I do it? 

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Dear Prachi,

 

You don't need any Marketplace to this task. In a process Email task you can add attachments, see the image

Julio.Falcon_Nodos,

This is not a process. I want it to attach it to a template. 

Prachi Bhelkar,

No, an email template is a ‘template’ you cannot attach files to templates.

 

When you need to instantiate, at runtime, a template to be ‘populated’ with the data from the registry that the mail connects to, in a process or DCM, you can attach a file.

 

Julio

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Hello @Community,

 

I am using Creatio API OData4 to get the data from Creatio Object Collection.

I wanted to filter the data base on date and time. Is there a way to get only last 3 months data with Odata4?

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Hello,

 

You can use the following filtering:
$filter=CreatedOn ge 2024-08-05T00:00:00Z

 

https://documenter.getpostman.com/view/10204500/SztHX5Qb?version=latest

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