I am kind of new to this platform and currently working on a Demo environment. Already created an Application from the AI Generation tool, but would like to do some changes to it that are far from my knowledge.
Is there a way to ask AI to create or edit something? So I can after check what AI did and learn from it.
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.
Could you please advise on how to filter the timeline using Advanced Filters?
My use case is to filter messages posted on the Account timeline via a folder on the Account list page. Additionally, I would like to know if it's possible to create a section that displays all Feed messages.
I’ve already tried searching for relevant keywords (such as social, message, channel) in the Advanced Filters on the Account section, but haven’t found anything related.
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.
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)
Hi. I set 4 of our 200+ users' session timeout to 240 minutes. The system Default is 60. However, those 4 users are timing out at 60 minutes. See images below -- what am I missing? Thanks Rob
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.
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.
We're having display issues with the timelines in the accounts and contacts sections, apparently related to JavaScript errors. I tried deleting and restoring the timelines on the section pages, but the JavaScript error reappears. Here's the errors:
1-Error decoding value from JSON string 2-Cannot read properties of null
Every time we click on an object in the timeline this error appears and the objects in the selector are not selected.
Does anyone have any ideas on how to fix this problem?
I have developed the form page "A" that uses the default Crt.MinLength validator.
I have created a replacement form for form page "A", is it possible to override the inherited Crt.MinLength validator rule? I need to change the length parameter.
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.
I have configured the DCM to change states after executing the steps of a process. According to my observations, the state does change, but it does not do so automatically (I have to manually refresh the page to see this change). When I check the process logs, I can see that the process changes to a canceled state. I am not sure what else to review apart from the process, as everything seems to be fine.
Additionally, I am including reference images of the process and the process logs to help illustrate the issue.
Any suggestions on what might be causing this issue?
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.
Would you please advise if it's feasible to recreate the logic used for Leads / Opportunities and have a custom object with a workflow where stages history would be recorded and displayed in the sales funnel dashboard?
How difficult such task would be and how to approach this?
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.
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.
