Hello,

One of the ways to disable this logic is to override the method CalckOpportunityAmount, in order to do so you need:

1) Create a replacing object for the OpportunityProductInterest in your package

2) In it click "Open Process"

3) Add the following code to the Methods tab

Hi Dmytro,

thank you for your reply.

I tried but it does not work, my custom package is an assembly package.

Any idea?

Weird, it worked for me when I added this code to a Custom package.

Try adding it there and see if it works. Also, try compiling the configuration and see the result.

In [Call] object, there is also IntegrationId field, which is filled with a concatenation of time stamp and ids but i can not figure what these ids are related to...

Hello,

For each of the operators, the time will be recorded following the same logic: when the phone started ringing when it was picked up, when it was put on hold, and when it was hung up.

In this case, it is necessary to clarify how transferring a call to another operator affects the call duration of the first operator. The first operator is no longer speaking with the customer, so where is this time supposed to be added?

Conversely, the second operator to whom the call was transferred, had not been speaking with the customer before the call was transferred to them, so where should this time be attributed?

Hi Sergii,



According to the developer documentation, the transfer does not seem to be really handled, there is start / hold / drop events, not transfer.



Maybe it's still something to be ?

Maybe i'm misunderstanding the way phone actions actually works ?

Maybe it's a Asterisk configuration thing or something ?

Hello, 

At the moment, filling in the fields ParentCallId, RedirectingId, and RedirectionId is not implemented. When a call is redirected, three records are created:

1. The incoming call that arrived for the user.
2. An outgoing call is created by the user when transferring the call to another user.
3. An incoming call for the second user who accepted the transferred call.

Unfortunately, based solely on the call statuses, it is not possible to definitively determine whether the call was redirected according to the system's data. As an option, you can try implementing logic to populate the aforementioned fields as part of your project.

Is the functionality that populates the parentId and redirectionId fields, available in the new Asterisk connector ?

actually, we have not found how to identify that it is a transfer with the 3 lines created. 

Hello, 

Currently, for the AsteriskV2 connector, the fields RedirectionId and RedirectingId are not populated. However, we have plans to implement this in the future. We have already registered the idea for our R&D team to implement this functionality in further releases.

I agree. It is the #1 most frustrating thing about using Freedom UI. I spend way too much time trying to figure out the attribute names for columns - I already know the column name, I should be able to use that. I don't know why it doesn't just create the attribute name to match the bound column name (at least for the Primary datasource). 

Here's a scenario I find myself in often: I customize an existing Freedom UI page, such as Cases_FormPage. I need to know the attribute for a column that exists on the base Cases page, such as account. This attribute name cannot be found in my custom version of Cases_FormPage since I didn't add that column to the page, it exists on the base Cases page (since the attribute will only exist in the viewModelConfig of the version of the page that added the field). So now I have to go open the code for the base Cases_FormPage to find what the column's attribute is named there (since it won't exist in my custom Cases_FormPage). All this takes way too much time since I have to do all of this for any column I need to reference in the code. It's aggravating - it was the very first issue I reported about Freedom UI. This will only become more complicated as there becomes more layers to the page in the dependencies. You'll have to search through all the layers to find the one that added the column so you can get what the attribute name is.

I've started using a module that determines the attribute name for a column at runtime, which has been working for most cases so far. See how to get the attribute name for a column here:  https://customerfx.com/article/programmatically-determining-the-bound-a…

I'd at least like to see something built-in that allows you to get/set column values based on the column name (and it figures out the attribute name for you) and allows for stuff like request.$context.setValue("ColumnName", "some value") etc

Ryan

Hi Vladimir,

All managers in your organization will automatically have full access to the user rights of their subordinates in Creatio.

So it's not necessary to configure delegation.

Hello!

Unfortunately, there is no opportunity as of now to filter lookup-fields in editable detail. We've registered it in our R&D team backlog for consideration and implementation in future application releases.

Regarding your second question, could you please provide a screenshot for a better understanding of the issue?

Regarding the third question, unfortunately, there is also no possibility to set up. We've registered it in our R&D team backlog for consideration and implementation in future application releases.

Thank you for helping us to improve our product.

Mariia Sorochan,

Thank you for the answer. Do you know when it is planned to be released? 



Kind regards,

Vladimir

Hello!

Unfortunately, as for now, we don`t have any ETA for it, but the R&D team is planning it for future application  releases.

Mariia Sorochan,

I would like to second Vladimirs first request. Please bring filtering to editable details lookups again. Makes no sense to remove such a useful feature from the classic UI, and our team needs this feature for a current clients project. 

Please bring it up with the R&D team as soon as possible and let us know. Is there any reason it was removed? Is there any way to achieve the same result in other ways?

Per Näsström,

I think, this is not removed, but just not implemented in Freedom UI yet

Hello,

The issue lies within the components. It's necessary to recheck if everything is correctly installed following the article:

https://academy.creatio.com/docs/user/on_site_deployment/application_se…

Hello Massimiliano,



Unfortunately, 1 month is the maximum period that can be selected. Selecting a longer period affects mailbox synchronization performance, which is why we do not have such an option for synchronization.

Also, according to our usage statistics, old emails (more than 1-month-old) mostly have no business value, so we don't sync them. 



As a workaround, you can either re-forward them to the mailbox and synchronize your mailbox or create an excel file and import the related data to emails using file import.



However, we have already registered the idea for our R&D team to review this logic in future releases.

Mira Dmitruk,

We are using the Creatio calendar sync, but we are not getting notifications for meetings created more than 1 month in the future. Can you please increase the amount of time that the calendar syncs to the future?

Esther M,

Unfortunately, you can select no more than 1 month of synchronization, and it is not possible to increase this period. At the moment, we also have no workarounds to increase the given limit. 

However, a task has already been registered in our R&D team to consider and implement such a feature in future releases. 


Best regards,
Malika

Hi,

 

Such a task can be accomplished by creating a simple business process.

Information about whether an email has been processed or not is stored in the EmailMessageData table in the IsNeedProceed column.

 

For each email created in the system and stored in the Activity table, we also record information about that email in the related EmailMessageData table.



This table is used to display records in the CTI panel.



Therefore, you need to create a process that triggers whenever a new record is added to the EmailMessageData table, where the Role field is 'From' (indicating sent emails), and where the SyncSessionId is not filled in (this column stores the ID of the session that performed synchronization, indicating that the email was sent directly from the email service and not from Creatio). If you want all emails to have the Proceed value, regardless of where they were sent from, you can skip this filtering step.

 

Afterwards, you should update the IsNeedProceed column to false for this record in the EmailMessageData table.

I hope this answers your questions. Thank you for reaching out!

Pavlo Sokil,

Thank you so much. I have made the changes, and it is working as expected.

This can be done with custom code on the Freedom UI page. You'd need to wire up the button to execute a custom request on the page: 

See https://customerfx.com/article/adding-a-button-to-execute-custom-code-o…

Then, in that custom request, you'd need to first save the page:

See https://customerfx.com/article/saving-a-page-before-some-action-on-a-cr…

And then open the other page: 

See (for opening an add or edit page): https://customerfx.com/article/opening-an-edit-page-to-add-or-edit-a-re…

Or (if the page isn't a record page): https://customerfx.com/article/navigating-to-a-page-via-code-in-a-creat…

Ryan

Ryan Farley, thank you so much for this detailed, thoughtful reply and all the articles you've written!  I was able to get the button to save a record and redirect to the desired page after with custom code. 

See response on other duplicate post https://community.creatio.com/questions/page-redirect-business-process-…