We have created a Quotation tab on the Lead page in Creatio. This tab displays the plan options. Here's the scenario:
When a user selects a Plan from the detail object and clicks Next,
The system should display values related to the selected plan within the same tab.
These related plan values should be displayed as a detail object so that the user can select the desired Sub-Plan.
Is it possible to implement this functionality using Business Processes or any other method within Creatio? If yes, could you guide me on the best approach?
A business process cannot cover such a business task, as business processes cannot change the view of the page you are on. You can configure the business process to start on a button for the page, in which you will pass the selected record as a parameter, but the business process in turn will already open a new page (that are available in terms of business processes) where you can already filter the records based on the selected option.
I have set up the URL https://159581-crm-bundle.creatio.com for demo purposes. However, after some time, I was unable to log into the application. The same issue occurred with another similar URL, so I created a new one using the link mentioned above.
The error displayed was "Authorization failed," and the password appeared to be locked. Even after attempting to log in using the "Log in with Creatio ID" option, the login attempt failed.
We need to configure the Event field in the Lead object to be automatically prefilled for users in the mobile application. Since different managers are assigned to different events, the value should be dynamically calculated based on the specific user and prepopulated in the field.
Please note that this functionality should only apply to the mobile app and not the web version.
You can try setting up a business rule in the mobile application to achieve the required functionality. Business rules allow you to dynamically populate the value for the Event field in the Lead object based on the specific user.
For guidance on how to create and implement business rules in the mobile app, refer to the following articles:
Alternatively, you can design a business process to achieve the same goal. A business process can calculate the appropriate value for the Event field and populate it when a record is created or updated in the mobile app.
More information regarding business processes is available here:
I have a detail with duplicate records in it. These records are automaticaly added after the certain emailing (via webhooks). The issues is there are duplicates and I do need them - I need some of them be deleted and at least one should be staying (see image below).
I cannot understand how to write the deleting part in business process
Basically, when a webhook comes to the system, there is no process of searching for duplicates, so that duplicate records could be created. However, you can create a business process in which you can use the Find and merge duplicate process element to search and merge these records.
Unfortunately, at the moment there is no custom option to call this page in the custom functionality.
We have a task in the backlog to implement this feature in future versions of the application. We have raised the priority of the task taking into account your user experience.
This would be very useful for us too - selecting columns in the UI could be very helpful for creating marketplace tools to be used by others for no code configuration of things like import/export/integration tools.
Hi guys! There is a question. It is necessary to establish rules for the segmentation of the counterparty. If he has more than $10,000 revenue, then assign a segment in the directory with the value A, if the revenue field is less than $1,000, then segment B. How do I do this? In the "event - signal" business process, there is no sign greater than or equal to, only flat or uneven. I didn't find anything that would help me in setting up business rules either. Who can tell you? Version 7.18
You need to check whether your Revenue field is of type "Integer," as it seems that a text field is being used.
If you specifically need to use a text field, you will need to parse this field into an integer in formula and use a formula in the Conditional flow to evaluate this value using ">" or "<".
Also, that option for Freedom UI in mobile is controlled by a feature. I have a couple of systems where that feature never got enabled by upgrades and the option doesn't show. If it's not showing in your system, that could be the case also and you can check with support for which feature is needed for that (I can't remember the feature name that controls that)
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