Sales_Creatio | Community Creatio

Damian Rynkowski

10:57 Apr 24, 2024

Hi there,

I'd like to add a custom filter to the activities calendar:

There are two filters needed - "+1 day" and "-1 day". My filters should calculate the selected day plus or minus 1 day.

The question is how to add that and where can I find the logic of the current filters listed above?

4 comments

Damien Collot

15:19 Apr 24, 2024

It's also missing the basic :

Previous Year
Current Year
Next Year

Especially that we have these options in advanced filters 🤨

Vladimir Sokolov

08:21 Apr 25, 2024

Just need to make this filter customizable. We could set a name and formulas for start and end dates

Damian Rynkowski

10:36 Apr 25, 2024

Vladimir Sokolov,

Could you provide a code snippet? Honestly, I'm not sure how to start the code. I think it should be created in the same file...MoreLess

Dmytro Vovchenko

17:26 May 08, 2024

If I`m not mistaken, this discussion can help you achieve your goal.
To set a value you just need to write your own defValue

Show all comments (3)

richtextbox

Sales_Creatio

8.0

Rich Text fiedl in list section

STEFANO FERRARI

16:07 Apr 22, 2024

Hi all,

In the application we are building we have necessity to have Rich Text field that need to be filled with log descriprion (400/500 characters). The content of this field is not all visible in list section. Because of this we are asking the following:

- In a list Section is it possible to increase...MoreLess

File attachments

Rich Text field_0.docx

1 comments

Mariia Sorochan

08:51 Apr 24, 2024

Hello!

Unfortunately, this feature is not available in the basic build.

At the moment, this can only be implemented through development methods...MoreLess

Show all comments

New Opportunity with stage history

LÉZORAY Nicolas

15:18 Apr 22, 2024

Dear,

Each time we create a new opportunity, the stage history is allready filled with wrong data.

Some stages are indicated even if the opportunity did not use the stages.

I tryed to disable all process launch at the opportunity creation but the stage history is still filled in :

Opportunity Stage

Does somebody have an idea where from this problem can come from ?

The default opportunity Stage is "Découverte".

Thank you !

Nicolas

1 comments

Bogdan

21:03 Apr 28, 2024

Hello Nicolas,

This behavior is absolutely correct: now all the stages from DCM, which were before the current stage, are presented in the...MoreLess

Show all comments

richtextbox

Sales_Creatio

8.0

Rich Text fiedl not editable

STEFANO FERRARI

15:17 Apr 22, 2024

Hi all,

It seems that a Rich Text it's not editable in a list section (please refer to attached file).

Is this a default behaviour? Is there a way to configure it editable in a list section?

Best Regards

Stefano

File attachments

Rich Text field.docx

1 comments

Bogdan

09:58 Apr 25, 2024

Hello Stefano,

There is no such option for now. However, we've registered it in our R&D team backlog for consideration and implementatio...MoreLess

Show all comments

Sales_Creatio

8.0

Need to figure out how to make field changes in Creatio send information to a website

Adrian Arroyos

02:56 Apr 18, 2024

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...MoreLess

1 comments

Kalymbet Anastasia

21:30 Apr 23, 2024

Hi,

You can set up integration on the site using basic methods or custom methods.

Depending on the need, transfer the necessary data from one...MoreLess

Show all comments

Sales_Creatio

8.0

Seeking Guidance: Creating Product Bundles in Creatio

Paulo Victor Figorelli

17:29 Apr 17, 2024

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...MoreLess

3 comments

Malika

00:59 Apr 22, 2024

Hello,

Could you please describe in more detail what exactly you want to implement in Creatio?

Paulo Victor Figorelli

15:41 Apr 22, 2024

Malika,

Thanks for replying back.

One of our clients wants to create product packages.

For example, they have shampoo and conditioner, each sold...MoreLess

Malika

15:47 Apr 29, 2024

Hello,

As far as we understand, you can try to implement the functionality you need using the following instructions:
https://academy.creatio...MoreLess

Show all comments (2)

Creating a Campaign from an Event

André Thouin

16:18 Apr 17, 2024

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

See picture

1 comments

Anton Starikov

13:22 Apr 22, 2024

Hello!

Please contact us via email support@creatio.com. We will help you to solve the problem.

Best regards,
Anton

Show all comments

Sales_Creatio

8.0

Display 0 as empty for numeric fields in editable details

Vladimir Sokolov

12:20 Apr 17, 2024

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

1 comments

Mariam Moufaddal

15:38 Apr 17, 2024

Hello,

There is a workaround for this if you don't need to aggregate these metrics. You can create the field as Text and then implement field...MoreLess

Show all comments

Link

Sales_Creatio

Field Link

STEFANO FERRARI

12:54 Apr 15, 2024

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.

File attachments

Image.JPG

2 comments

Pavlo Sokil

11:43 Apr 17, 2024

Hello,

Unfortunately, this element doesn't have such settings at the moment. However, you can display the Related object's column. For example...MoreLess

Show all comments (1)

Change and save record by custom button

Andrii Herbshtasov

09:49 Apr 15, 2024

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...

MoreLess

1 comments

Best reply

Dmytro Vovchenko

11:37 Apr 16, 2024

Hello,

In the section module, it is better to use an UpdateQuery class to change the value of the records. You can find the example here.

Show all comments

Subscribe to Sales_Creatio