Hello,

The error you're seeing indicates that the required system settings for Identity Server authorization have not been configured yet. To proceed, please ensure that the following system settings in Creatio are completed:

• Identity server Url
• Identity server client id
• Identity server client secret

These values are typically configured by support team, as they relate to the integration with the external identity provider.

Hello,

Could you please describe your business idea in more detail, what logic exactly do you need to achieve?

Hi Mira,

I'd like to filter feed messages entered on Account timeline using advanced filters/ folders in the Account section. 

So, in advanced filters I'd like to select object (e.g. Feed?), quantity, and then filter message text using 'contains' logical value.

Could you let me know if this is possible and how best to set it up?

Best regards,
Jacek

Hello,

Thank you, could you please also describe your business idea behind, what are you trying to achieve by such a setup?

Hi Mira, 

Firstly, maybe I will clarify that this is about a FUI configuration. What I am looking to do is just to filter the data entered as Feed messages. We will treat Feed similarly as Notes, but with an additional ability to upload attachments, so I'd like to be able to filter the data there on a higher (Account list page view) level. 

Thanks!
Jacek

Assuming what you're after is to see accounts with feed/timeline activity, for example, see which accounts have new activity this week. However, a filter like this will show accounts with activity/messages, not the activity/messages itself. 

Feed messages are object SocialMessage (title: Message/comment), however, they don't have a direct lookup to accounts since they are generic for any entity (the record stores the account Id in a generic EntityId column, not a lookup to the account). This is why they don't show in the list of objects related to accounts. To use this object in this way, I typically create a view to directly relate account feed records to the account so it can be used in filters. Not sure if it's possible to use in an account filter without that. 

Note, this would only account for Feed messages, however. If you want all timeline entries, that would come from several different sources (Case, Order, Opportunity, Activity, SysFile, etc) 

Hello!

The value of the personal User session timeout is applied after the user's previous session ends if the value was changed during the user's active session.

Please make sure that the user's session has ended and check the session time of this user one more time.

Thank you for reaching out!

So, do you mean the user needs to log out of Creatio for the new value to work?

If so, its not working as advertised then -- I have logged out many times since I changed it to 4 hours, and it still logs me out at 1 hour (system default).  I have also rebooted. 

Any suggestions are appreciated.   Thanks, Rob.

Verified its not just me that has this problem here at our organization.

Hello!

Could you please check the End Session Method of the specified users in the sessions detail? 

If the value is 0, it means that the session was not finished, and it is better to finish it manually by the user by logging out.

Also, we recommend you perform Flash Redis on the site. This may help you to clear cash.

Please notify us about the result after.

Hello,

Please register this issue with our Support team directly via support@creatio.com so we could analyze it properly.

Hi,

Tested in the local app - create the very same validator (with the same name) in the schema that is a child for your schema and add your logic there. As a result the validator fgrom from the child schema will be called.

Hello, 

This is the standard (OOTB) behavior of Cases.
If you change the stage of a record that initiated a business process — whether from within the business process itself, its subprocesses, or the record — all tasks, processes (including subprocesses), open pages, etc., will be canceled.

More detailed information can be found here:
Case Designer workflows

If the issue is more complex, please create a support request by emailing support@creatio.com.

Regards,
Orkhan

Hi,

Yes, it is feasible to recreate the logic used for Leads/Opportunities by implementing a custom object with a workflow that records stage history. You can create a separate object to store the stage history and configure a process that automatically creates a record each time the stage of the main custom object changes.

However, please note that the standard Sales Funnel dashboard in Creatio is designed to work with standard entities such as Leads and Opportunities. Custom objects are not supported out-of-the-box in this dashboard. To include data from a custom object in a funnel visualization, custom development will be required. This could involve creating a custom dashboard widget or a report using the Analytics section.

Best regards,
Anton

Thanks Anton!

I think it'd good if Creatio developing the AI for system customizations would look into creating a flow that automatically sets or gives a possibility to set these 'additional components' like Stages history, Days per stage calculation, and a custom sales funnel based on that initial custom object. 

Just some food for thought :-) 

Thank you for your answer! It's much appreciated. 

There is a request called "crt.CanDiscardUnsavedDataRequest" that you can handle to suppress that. See here: https://customerfx.com/article/suppressing-the-unsaved-data-prompt-when-canceling-a-creatio-freedom-ui-modal-dialog/

Ryan

Answer on duplicate post here: https://community.creatio.com/questions/how-suppress-save-warning-messa…

The Freedom UI/new shell mask does not currently support displaying a message. Optionally, you could display a toast message in addition to showing the mask.

It only supports blocking the entire app/shell, not for specific containers only.

Ryan Farley,

Thank you for the information.