Hi

I want to use the ID of the User (Owner) that started a business process. Can someone clarify the correct object of where this is stored and if it can be used in this way?

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Hello, 

to achieve this you can create a process parameter of Lookup type for Contact object (Lookup field), and fill in value of "Current user contact". then you might use this parameter wherever you need the users id, worked like this for me in test enviroment 

thanks for reply but I does the current user contact change during the business process. I only want the ID of the user who started the business process. At the point in the process I don't want the current user contact but the user who started the process.

There is probably a better solution but in the end I just created a lookup field on the object which recorded the current user at point of the business process starting, and used that later in process.

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Hello,

what is the best way to add some custom fields into qualificaiton process. We need to copy information from Lead to Account only when new Account is created during qualification (like it is done OOTB).



But if we modify script of the process (ProcessContact, ProcessAccount methods), we should overwrite the whole process, so we can loose future Creatio updates of the process.

 

Do you have better approach to achive this goal?



Thank you!

Vladimir

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Hello,

Try to create a business process that is launched when a record is added or changed.

https://academy.creatio.com/docs/8.x/no-code-customization/bpm-tools/pr…

When Account/Contact is created from the Lead qualification process, it is not linked to the Lead yet, so we cannot use "Added" signal.



When Lead is modified and Account/Contact is set, we don't know if it is set by qualification process or manualy. So, in the second case we mustn't modify Account/Contact.



In result, I don't see any option to catch event of Account/Contact creation during qualification

Hello,

 

In such circumstances, we recommend using the code-level development process to catch such an event and make the desired logic.

Unfortunately, we don't have any examples of such implementation.



If you have any difficulties with this task, you can create a ticket for the Creatio support team, within which we will consider this issue.

 

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Hi everyone,

 

is it possible to hide some of the elements on the top right side (communication panel, notification panel). Some of the users wont use any of these, and I would like to hide it, not to bother them why are these there.

 

Thanks, Timea

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I would also like to be able to do this - for example noteworthy events and approvals are sections of the notification panel our users will never have a need to interact with, so it would be better if they weren't shown to users.

 

Additionally, it would be nice to be able to prevent some of the Business Process tasks from appearing for users - we have loads of them generated as part of a Lead Management flow, but users are unlikely to be interacting with those through there. It would be better for them to be kept out so that other Business Process task notifications don't get lost in the noise.

Hello Timea

 

You can use this marketplace addon to hide the UI Elements: https://marketplace.creatio.com/app/experceo-ui-wizard-creatio

You can add your custom CSS selectors and Operation permissions to control the visibility of the UI Elements.



Thank you

Mohamed

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Hello,

 

We use Binding tool for binding data in our development package. And customer binds data in their data package.

When we choose 'Bind all' in Lookup, it creates new Data like 'AccountCategory_Values' in the package that we select (Dev package)

 

When customer does the same operation and selects their Data package, tools updates Data in the locked Dev package.



Currently we use workaround - not to use 'Bind all', but just select all records. But it would be nice to fix this small issue



Thank you!

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Hi Vladimir,



Thank you for bringing our attention to this matter.

We've confirmed the issue with the 'Bind all' feature and have relayed your feedback to the development team for review.



Kindly await a new release on the marketplace.

 

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Dear,

We can not add or edit business rules on our custom Order Product Detail, the system return the following error : 

Unable to modify business rules because the "Edit card - Product in order" page source code contains invalid json symbols. Your system administrator will have to delete these symbols. After the mentioned above symbols have been deleted, you need to re-open the wizard, and business rules will be available for edit.

I tryed to remove all the code in our custom orderProduct detail :

=> the system still returns the error

Does anyone have any ideas to fix the problem ?

Thank you,

Nicolas

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Just throwing out some ideas. Maybe there's some non-printable character that got posted in somewhere? I'd try pasting the contents to a text editor that can show non-printable chars (such as Notepad++).

Also, maybe look at the resource strings? Maybe there's a resource name with some weird char?

Thank you Ryan for your answer, i ve check what you advise me to check, but i did not find any problem.

We are having two OrderProductPageV2 in two separate package: Custom and Custom_transfert, we removed all business rules in the OrderProductPageV2 in Custom_transfert and surprisingly we can edit the orderProductDetail business rules...

Thank you again for your help !

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Good afternoon,

 

I'm seeking guidance on obtaining the ID of a lookup. Attached is an image displaying the specific lookups for which I require the IDs.

While reviewing examples from the learning academy, I noticed that within the lookup, there are several columns including the name, ID, and others. However, I'm only able to retrieve the name of the lookup, not the ID.

Could someone explain me how to obtain these IDs? They are essential for integrating with a landing page.

 

Thank you so much in advanced.

File attachments
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Click the "VIEW" menu on the top right, then you can setup the columns displayed in the list and add the Id column to the layout along with the Name)

Ryan

Thank you so much Ryan, really appreciate your help!

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Dear Community,

Could you please provide guidance? Although we've delegated all needed rights to our employees, only the Administrator can add attachments in sections. Other users receive the following message: "File name cannot be null or empty," even though the name and type are allowed and checked.

Thank you for your assistance.

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Hello,

 

Please check the access rights for the object with files.

For example: for the Contacts section, the object is ContactFile.



If the issue still persists, please write to us at support@creatio.com.



Best regards,

Orkhan

Dear Orkhan,

 

Thank you for your reply. That was the case. I changed the object files settings, and it worked.

 

Regards,

Patrycja

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Hi everyone,

 

is there a button that can navigate on the record's form page to the next record's form page, which is previously filtered by list setups? 

 

Thanks, Timea

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Hi timea , 

you can use "crt.OpenPageRequest" handler to open specific page onbutton click .

 

request.$context.executeRequest({
 
    type: "crt.OpenPageRequest",
 
    $context: request.$context,
 
    schemaName: "UsrCaseStatus_ModalPage",   
 
    modelInitConfigs: [
 
        {
 
            action: "edit",
 
            recordId: caseId            //RecordId of the page
 
        }
 
    ]
 
});





Thanks.

Hello,

Unfortunately, such functionality is not implemented in the application.

 

We have submitted a request to the development team to assess the possibility of implementing such functionality in the product.



Thank you for helping us make our product better!

 

Best regards,

Pavlo!

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Hi everyone,

 

Is there a way to display the "add next steps" button/functionality for each record in the list view, so that you can add a task to that record with the pre-filled values without opening that record? 

 

Thanks, Timea

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Hello,



I have discussed this request with the Product Owner.

As for now, there is no such functionality.



We have already registered the idea for our R&D team to implement this functionality in further releases.



Thank you for this suggestion, this helps to make our product better!

Love the idea

Hello,



I have discussed this request with the Product Owner.

As for now, there is no such functionality.



We have already registered the idea for our R&D team to implement this functionality in further releases.



Thank you for this suggestion, this helps to make our product better!

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Hi everyone,

 

is it possible to sort the list by two values? For example I want to sort my list first by the Account and the by the Opportunity Name, because I have multiple opportunities for one Account, and I would like to see which are these. 

 

Thanks, Timea

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Hello,

 

Unfortunately, such a feature is not available.



However, you can set a filter to display records only for a specific Account and then set a filter for opportunities.

 

We have also registered your request with our development team to explore the mechanisms of implementing such a feature.

 

Thank you for reaching out!

Hello, we create a field that is calculated as Account name + Opportunity name. So, if user filters by it, they get needed sorting (hardcoded one). Besides, this field can be set as primary displayed field



Kind regards,

Vladimir

Pavlo Sokil,

Hello Pavlo,

 

You know if and when this feature will be available in Freedom UI? It's a very important and critical feature in the project we are working on and the proposed workarounds (create a filter and/or create a concatenate field) don't match our needs.

 

Best Regards

 

Stefano

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