Hi, new to Creatio and have a very specific need.

When our contacts become customers, we manually change their status field value in Creatio to "Active" and assign a "Subscription Level". They are active for one year a time. We have a separate Directory website where we want these Active customers to be listed. 

Questions:

1. Is there a built-in way to set up an event that is triggered when a record's Status = "Active" and then sends a payload of the User's information immediately (Name, email, phone, Active status, and Expiration date)? We are prepared to write some API endpoints on the Directory if necessary.
2. There are similar changes we need Creatio to communicate to the Directory:
   Change in expiration date
   Change of "Active" status to "Inactive" independent of expiration date.
   Change in Customer Package Subscription Level
    

The goal is to automate these update events from Creatio to the Directory via API or webhook as quickly as possible and minimize effort duplication. We're not quite sure where to start to implement something like this "in the Creatio way".
 

Thanks in advance,

Adrian 

Hello everyone,

 

I hope this message finds you well. I am currently facing a challenge in Creatio and would greatly appreciate your expertise and insights.

I am looking to create product bundles within Creatio, but it seems that there is no direct functionality to do so. I have explored various ideas but haven't been able to find a straightforward solution.

 

I'm reaching out to inquire if anyone has experience in implementing product bundles in Creatio. If so, I would love to hear about the approach you took and any tips or best practices you can share. On the other hand, if you attempted this in the past but encountered obstacles or decided against it, I would be interested to learn about the challenges you faced or the reasons behind your decision.

Your input and advice would be immensely valuable to me, and I'm eager to learn from your experiences.

Thank you in advance for any assistance you can provide.

Best regards,

Paulo Figorelli

When Creating a Campaign from an Event, the Campaign fails to link to the related event

See picture

Hello,

can we somehow display empty cell if field value is 0 in Classic UI editable detail?

Otherwise it is very difficult for users to find filled values in the detail

Thank you!

Vladimir

Is there a way to remove from an Application field the link functionality? Some time users click here and there in the application and if the field is configured as a link they open new windows.

Hi!

I need a custom button that will change value in a recaord and then save this record. I've tried it on a OpportunitySectionV2 with this code

 

define("OpportunitySectionV2", [], function() {
	return {
		entitySchemaName: "Opportunity",
		details: /**SCHEMA_DETAILS*/{}/**SCHEMA_DETAILS*/,
		diff: /**SCHEMA_DIFF*/[ 
            {
                "operation": "insert",
                "parentName": "ActionButtonsContainer",
                "propertyName": "items",
                "name": "MainContactSectionButton",
                "values": {
                    itemType: Terrasoft.ViewItemType.BUTTON,
                    caption: { bindTo: "Resources.Strings.OpenPrimaryContactButtonCaption" },
                    click: { bindTo: "onOpenPrimaryContactClick" },
                    "layout": {
                        "column": 1,
                        "row": 6,
                        "colSpan": 1
                    }
                }
            }]/**SCHEMA_DIFF*/,
		methods: {
			prepareResponseCollectionItem: function(item) {
				this.callParent(arguments);
         		if (item.get("MgtImportantFlg") === false){
					item.customStyle = Ext.apply({}, {
					  "background-color": "#cc081c",
					  "font-family": "cursive"
					}, item.customStyle);		  		
		  		}
			},
			onOpenPrimaryContactClick: function(){
				var activeRow = this.get("ActiveRow");
				var bFlag = this.get("GridData").get(activeRow).get("MgtImportantFlg");
					if(bFlag){
						this.get("GridData").get(activeRow).set("MgtImportantFlg",false);
						this.save();
					}
					else{
						this.get("GridData").get(activeRow).set("MgtImportantFlg",true);
						this.save();
					}
			}
		}
	};
});

it change the value in my field but didn`t save it, so after reload shows old value.

Could anyone help me how should i change code for my purposes?

Hi Community,

We want to change the case automatically when the value of the corresponding field for the records changes.

With current version it needs an additional confrimation from user.

Is there any coding example?

Sasori

Hello, previously in the CRM, there was a feature for voice input of text into multi-line text fields.

I can't seem to find this functionality in the Freedom UI. Has such functionality been retained, and if not, is there an alternative solution?

Hello community,

We have created a business process that opens the call edit card on an outbound call. If the phone number is associated with multiple organizations, the card opens faster than the manager selects the required organization on the CTI panel. When we select a Counterparty on the CTI, it changes the field in the call card, but these changes are not reflected in real-time in the card that was already opened by the business process. The Enable live data update checkbox for the call object is set. If other actions are performed through the BP, the changes are displayed in real time.

I would appreciate any help if someone has encountered a similar case.

Hi Expert ,

    I am trying to use Creatio api with basic authentication . I am following below links :

    https://documenter.getpostman.com/view/10204500/SztHX5Qb#46f97170-d66d-…;

    

    NotWorking in PostMan : As per documention it's not working  in postman. Stored BPMCSRF value from Response Header Cookie of Token Request and call get api with BPMCSRF / ForceUseSession  headers key with it's value .Removed cookies from get request. Send the the get request it's giving a html response without any error details.

    

    Working in PostMan : In PostMan Send Token request then send get request (https://steuler.creatio.com/0/odata/Product?$top=1) without set any Header keys it's working fine. In this scenario i can see token request response header cookie values are sending bydefault by Postman in the get request.

    NotWorking in Consol Application : As per 2nd scenario i am trying to send a Get api request with token generate Response header cookies values but it's showing html error without any error details

    NotWorking in Consol Application : As per documentation Stored BPMCSRF value from Response Header Cookie of Token Request and call get api with BPMCSRF / ForceUseSession  headers key with it's value .But showing html error without any error details.

    i have attached my screen shots for reference.From my side any configuraration need to be changed Creation envionment for that my scenario  Can you give me any proper documents which i can follow and will be worked ?

    below is my console application code :

                // Create HttpClient

                using (HttpClient httpClient = new HttpClient())

                {

                    // Create HttpRequestMessage

                    HttpRequestMessage request = new HttpRequestMessage(HttpMethod.Get, @"https://steuler.creatio.com/0/odata/Product?$top=1");

                    // Set request headers

                    request.Headers.Add("Accept", "application/json");

                    request.Headers.Add("ForceUseSession", "true");

                    request.Headers.Add("BPMCSRF", "YtuvyS.WPYmW5BChY5anK.");

                    // Send the request

                    HttpResponseMessage response =  httpClient.SendAsync(request).ConfigureAwait(false).GetAwaiter().GetResult();

                    // Check response status

                    if (response.IsSuccessStatusCode)

                    {

                        string responseData =  response.Content.ReadAsStringAsync().ConfigureAwait(false).GetAwaiter().GetResult();

                    }

                 }

Thanks and Regards

Surajit Kundu