Hi Everyone,

 

We have to automate our leads process from our website. We have an Inquiry from on website and we want to automate that form on Creatio when ever that form is filled, that lead should be created on Creatio? I want to know if that is possible and whether I need any coding for that or if it can be done with No-Code? Kindly let me now steps. There are only like 5 simple fields, nothing complex.

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Hello!



You can use a landing page for this task. You will need to add the automatically generated integration code to your website form. How to do this is described in detail here:



https://academy.creatio.com/docs/7-17/user/crm_tools/landing_pages_and_…



Best regards,

Anton

Anton Starikov,

HI Anton,

 

Thanks for reply. Is this Landing page module available in Sales creatio? 

Hassan Tariq,

Yes, just add the section to the workplace

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We use Creatio 7.18.

I am trying to setup a FastReport as part of which I am trying to populate a table with Reportees of the current user.

I used below to get current user id, but it returns “Supervisor” user (reference - https://community.creatio.com/questions/terrasoftsysvaluecurrentuservalue-equivalent-c).

Can anyone help with the correct way to get Current user Id in Source Code for Data Provider class to setup FastReport?

 

var appConnection = HttpContext.Current.Application["AppConnection"] as AppConnection;

var currentUser = appConnection.SystemUserConnection.CurrentUser;

var userId = currentUser.Id;

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App connection always returns "Supervisor" since this user is a system operations user. If you need to get the current user who manually triggered report generation and the custom code you need to use the same approach but with using UserConnection instead of appConnection (as Ryan described in his first example):

var currentUser = UserConnection.CurrentUser;
var userId = currentUser.Id;
var userName = currentUser.Name;

Or maybe I didn't understand the required result:)

Oleg Drobina,

My bad! I misunderstood his statement. Since I was trying it out in a source code schema and not a script task, I only tried using the 2nd method. The 1st method correctly returns the required information. Thanks for pointing that out, Oleg!

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Hi! Is it possible to handle exception in a process? For example if there is an error on "delete something" step occur we proceed to next step without stoping all process.

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Best reply

Dear Andrii,

Unfortunately, we cannot handle exceptions with standard tools in actual versions of applications. Thank you for bringing this aspect to our attention. We will create an idea for the development team so they can consider implementing such functionality in future versions of our application.

If you're talking about custom C# code and Script tasks, you can use basic try/catch constructs there to handle exceptions.

To track errors in business processes, you can create a new business process. It is described on the Creatio Community at the following link: https://community.creatio.com/questions/exception-handlng-business-procecss.

Thank You!

Dear Andrii,

Unfortunately, we cannot handle exceptions with standard tools in actual versions of applications. Thank you for bringing this aspect to our attention. We will create an idea for the development team so they can consider implementing such functionality in future versions of our application.

If you're talking about custom C# code and Script tasks, you can use basic try/catch constructs there to handle exceptions.

To track errors in business processes, you can create a new business process. It is described on the Creatio Community at the following link: https://community.creatio.com/questions/exception-handlng-business-procecss.

Thank You!

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Hello,

 

we use Web service element in our business process, where we set several parameters. For logging purposes we need to get JSON of request body, but there is no such option (I see only Response body)



How can we get request body from the Web service element?



Thanks.

Vladimir

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Hello,

Unfortunately, Web service element doesn't directly expose the request body for logging within the element itself. 

 

Hello, 

 

and no hidden workaround? Or any methods, which are used from request body generation, that we could use as well?



Kind regards,

Vladimir

Hello Vladimir,



You can try to use Telerik Fiddler tool to capture requests that are being sent.

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Dear mates,

Our system display a compilation error warning. If we click on the button, the tooltip displayed is empty.

We had compilation errors in the past, but the issues are resolve.

I tryed to delete records in the Compilation History Lookup but the system refused to delete them.

How can i remove the Warning ?

Thank you,

Nicolas

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Best reply

Hello,

 

Please note that this issue is connected to the 8.1.2 release and in order to fix it you need to create a case directly for our Support team (support@creatio.com) so we could work with the site in question.

Same here in our cloud dev environment with this new 8.1.2 functionality

You are right, we do not have the problem on our production environment, only on the dev env.

Hello,

 

Please note that this issue is connected to the 8.1.2 release and in order to fix it you need to create a case directly for our Support team (support@creatio.com) so we could work with the site in question.

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Hi Everyone,

I'm looking to filter a lookup value based on "StartDate" and "EndDate" column field which is present in the lookup object . I attempted to achieve this through the following handler code, where I compare the current date with the End Date. However, it didn't work. Does anyone know of a better approach to filter the lookup value?

Below is my handler code:

{

    request: "crt.LoadDataRequest",

    handler: async (request, next) => {

        // filter the contact lookup for the account

                     

        if (request.dataSourceName !== "LookupAttribute_jw8dbjp_List_DS") {

            return await next?.handle(request);

        }

        // Add filter for UsrEndDate not less than the current date

        const currentDate = new Date();

        const filter = new sdk.FilterGroup(sdk.ComparisonType.And);

        filter.addItem(sdk.Filter.createColumnFilterWithParameter(

            "UsrEndDate",

            sdk.ComparisonType.GreaterThanOrEqual,

            currentDate

        ));

        request.parameters.push({

            type: "filter",

            value: filter

        });

        return await next?.handle(request);

    }

}

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Hi team,



I created a multi select lookup page for a detail in freedomUI using "crt.OpenLookupPageRequest" functionality. I wanted to either remove already selected records in the popup window or show them as checked if they are added into the detail. 

Source for multiselect page : https://customerfx.com/article/invoking-a-multi-select-lookup-dialog-on-a-creatio-freedom-ui-page/

Can anyone help me with this issue?



Expected functionality:





Thanks in advance

Goparna Nasina

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Hello!

You can use the filtersConfig parameter to filter records, as mentioned in the article.

Or you can use the option selectionState to predefine selected rows, which will be pre-selected when the lookup page is opened.

 

Example of selected records:

{
	type: "crt.OpenLookupPageRequest",
	...
	selectionState: {
		type: 'specific',
		selected: [
			'00000000-0000-0000-0000-000000000000',
			'11111111-1111-1111-1111-111111111111',
		]
	}
}

 

An example of pre-filtering records:

{
	type: "crt.OpenLookupPageRequest",
	...
	filtersConfig: {
		filterAttributes: [
			{
				name: 'MyFilter',
				loadOnChange: false
			}
		],
		attributesConfig: {
			MyFilter: {
				value: {
					"items": {
						"29e16d42-36f1-4e04-9029-4321cbb2494d": {
							"filterType": 1,
							"comparisonType": 11,
							"isEnabled": true,
							"trimDateTimeParameterToDate": false,
							"leftExpression": {
								"expressionType": 0,
								"columnPath": "Name"
							},
							"isAggregative": false,
							"dataValueType": 1,
							"rightExpression": {
								"expressionType": 2,
								"parameter": {
									"dataValueType": 1,
									"value": "Super"
								}
							}
						}
					},
					"logicalOperation": 0,
					"isEnabled": true,
					"filterType": 6,
					"rootSchemaName": "Contact"
				}
			}
		}
	}
}

 

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I have a subprocess that loops the returned records from an API call and adds a new record in a data object. I want to modify the process to check if the record already exists and if so, modify the existing record with the data changes.

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First read the record using whatever Identifier you have on it from the source data. If the record exists the Id value will be a Guid and if it doesn't exist the Id of the record will be Guid.Empty.

So the condition for the update will look like: 

[Id from the Read] != Guid.Empty (this means the Read found the record)

The "else" will proceed to the Add, just make sure you populate some identifying value from the API call that you'll use when you read if the record exists next time.

Ryan

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Hi Team,

 

I am looking to data import for the product section and detail objects using a single excel template. In the contact and account sections, we have the option to import the additional address details.

 

Is that possible to get additional detail objects like this for the product section?

 

Regards,

Kumaran

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Dear Kumaran,

 

Thank you for your question!

 

Allow me to clarify how the import process works. When importing data into Creatio, you are essentially transferring the information from your Excel file into the corresponding database table. Each detail in Creatio corresponds to a different object or database table. Therefore, during an import, data can be inserted into one table or object at a time.

 

Import to Contact/Accounts have custom core logic applied, but all other objects work with logic described above.

 

You can read more about Excel import on Creatio Academy: https://academy.creatio.com/docs/8.x/creatio-apps/creatio-basics/busine…

 

Have a great day!

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Hello,



Can anyone tell me How to merge duplicate contact records in freedom UI.

I tried using the classic UI but  can't find any duplicate rule or show duplicates in the action button



Thanks in advance.

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Hello,



To find duplicates in Freedom UI, you need to go to System Designer, then select Setup duplicates rules.



There you will be able to perform all the actions you need.

Malika,

Hi ,

Setup duplicates rules is not sowing under System setup. Is it due to the latest version??



Abhishek,

Is this a cloud or local system?

If it's local, you probably need to set up the deduplication components first to have it available.

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