Dear, 

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

what objet should i edit ?

Thank you,

Nicolas

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?

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!

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

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.

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!

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!

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

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

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 - ?