Dear, 

 

Is it possible to add a field to the opportunity clientprofile ?

 

what objet should i edit ?

Thank you,

Nicolas

 

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Hi Everyone,

 

I am setting up cases in my environment and I want it to move to 2nd stage when the user fills in all the information within the 1st stage. 

 

I believe that it can be done through business processes. But when I am adding the Sub-process within the case, it asks whether to run at the start of the case. Does it mean that it will only run that process one time? Because if it runs at the start that means our users will not have inputted their data and after when they have added the data then it will not run the process and will not move forward?

 

Also, let me know how can I make a formula that checks if the fields are filled or not filled?

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Hi Everyone,

 

We have a custom application on Freedom UI that manages all our orders and management. We just received news from Creatio team that reports currently do not work in Freedom UI and we can workaround through business processes. If there is any relevant material anyone has on how to create reports through business processes, then that would be really helpful! Thanks!

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Hello,



with element 'Process file' (https://academy.creatio.com/docs/user/bpm_tools/process_elements_refere…) you can generate reports and save them to attachments or send by email



Kind regards,

Vladimir

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Hello,

 

This was an issue in Classic UI, when hidden fields still take a place on the page. But hope, Freedom UI can make it better.

I've tried this, but still there are spaces. How can we hide them at all? We have set with different fields, that are shown by conditions (and cannot be grouped). But it looks not very nice when they are hidden



Thank you very much!

Vladimir

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Hi Vladimir,

 

If I am understanding your question correctly, you can use the "flex column" layout component. If you add your fields to this, it will adjust depending on which fields are visible

 

The below is the component in the the Freedom UI editor, along with how it displays to the user when the final three fields are not visible. 

 

 

 

Hi Vladimir,

 

If I am understanding your question correctly, you can use the "flex column" layout component. If you add your fields to this, it will adjust depending on which fields are visible

 

The below is the component in the the Freedom UI editor, along with how it displays to the user when the final three fields are not visible. 

 

 

 

I feel we need more training/documentation to make full use of Freedom UI :)

Hello,



That's correct. In order for the elements to "move" if other elements are hidden, you need to place these elements within a Flex column container. In other cases, there will be empty space instead of the element.

We've taken your customer voice into account and have created a task for the responsible team to supplement such documentation.

Thank you!

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Subscription-based Product Bundles:

We have to bundle together two or more products and sell them as a single unit (SKU). For example, a yearly product license subscription with the training course.

The invoice and Order should have only one SKU.

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Hi Selva,



As we can see, we already have a case from you on support team, so we will reply there.

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Hello, 



I'm trying to create a popup to display to users after they start a new session (log in).  What is the simplest way to do this? 



There is a new business process called "User sessions" in the CRT Base package.  Is this something I could use for the purpose of displaying a popup after a new user session is created?



I was able to create a custom user task that displays a popup and call it with a business process with a simple start but cannot figure out a way for it to be triggered to display to a user when they start a new session.



Any guidance is appreciated.  Thank you!

 

 

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Hello,

 

Sessions are created directly in the database by Insert and do not generate an event on the object. Business processes rely on events at the object. If it is not the happening process will not notice any changes. As for now, there is no option to track start/end of the user session via the process signals. Our R&D team responsible for this functionality is already working on implementing it in the future releases. I will forward your feedback to the team in order to increase the importance of this task.

 

Best regards,

Yuliya

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Hi,

 

I would like to add custom buttons to a lookup that opens when clicking on an Action Item in the account section. Autogenerated Page will not meet our requirement as the client just wants a pop-up and do not want to open a whole separate page. I couldn't find a way to add the buttons specific to 1 lookup, hence I created a custom ModalBox as below:

This has 1 field which is a filtered Contact lookup.

On clicking the lens icon, the lookup opens, but the issue is that it lies on top of the existing ModalBox as below:

How can I open it in a separate window and pass the selection to the custom ModalBox?

Any help is appreciated. Thanks!

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Hello,

Thanks for reaching out!

 

I'd suggest checking out a similar post on our Community where you'll find detailed steps on how to set up the functionality you're looking for. It's quite informative and might have just what you need.

 

I hope you'll find the answers to your questions there.

 

Best regards, Pavlo!

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Dear Creatio-Community,

I have set the record deactivation functionality for the Contacts object and set some contacts to "inactive". 

 

Now I have the following problem:

There is an inactive contact in my Creatio system that has the same email address assigned to it as an active contact. This is correct as far as it goes.

However, the Creatio system now automatically links an incoming e-mail (e-mail account is synchronized with Creatio) with the inactive contact. This is not correct.

 

Is there any way I can prevent this?



Regards

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Dear Florian,

 

In this case, you can try to desynchronize/unlink this e-mail from an inactive user, as the email linking logic will choose the user with whom this email address is synchronized. Record deactivation's main function is to filter out certain records, so they do not show in quick filter for example, for in lookup dropdown menu. Also, you can try to delete the inactive user altogether. 

 

Also, we will register an idea to our developer's team to expand the functionality of this function. Thank you for making Creatio better!

 

You can see more information regarding record deactivation function on Creatio Academy: https://academy.creatio.com/docs/developer/development_tools/creatio_id…;

 

Have a nice day.

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Hi,

A specific Organizational Role has 'Reading' access rights in the Accounts, but can have 'Editing' access rights in the Communication Options Detail.

However whenever I update a record in 'Communication Options' i revieve this pop-up

1- I have given the correct access rights to object 'Communication Options' for the specific Organizational Role

2- Also modified 'Object to inherit access rights from'

What am I missing here ?

Sasori

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Hello Sasori,

 

According to your description, the issue is that when modifying data in the "Communication Options Detail" object, the system attempts to update related data in the "Accounts" object, and the user doesn't have the necessary permissions for this action.

 

Bogdan,

Thats correct.The mentioned Role has only 'Reading' rights in the Accounts.

However we have applied columns permission in the Accounts fields (like Phone,Alternate Phone) that can be affected by the Update of the 'Communication Options Detail" object but still not working.

Sasori

Sasori Oshigaki,

 

Please contact our support team on this matter - support@creatio.com

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Hi Everyone,

 

I want to know how does Creatio use Negative values? In Integers and Decimals.

 

In our system, we have loads for our employees and sometimes employees complete more loads & less loads (Negative loads) then what they are allotted. So I just wanted to know if I can just use a single variable and store both values? as + and - ?

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Hello Hassan,

 

The logic of recognizing boolean values during the import is hardcoded and can't be changed with user tools. 

Currently, the following values are recognized:

True/False 

1/0 

+/- 

Yes/No 

Y/N 



I will create an idea for our R&D team to add localized values to this list in future Creatio releases. 

As for now please use the proposed values during the import. 

 

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