Q4 2023 : https://academy.creatio.com/docs/release/creatio-roadmap?check_logged_i…

@Damien, is this link now offline for you also? Can’t seem to access it! Anything in the roadmap with regards to improved analytics/excel reporting by any chance?!

Hello,

Linking a column filter of the current object with another unrelated object is currently not possible. We only operate on the object and its own columns (including columns through direct relationships). 

What you need to do is *not* set required on the field itself. This makes it required in all cases. Instead, leave required unchecked and add a business rule on the full page to make the field required. This way, it won't be required on the mini page, but it will be required on the full page.

Ryan

Hello,

There are several ways to transfer leads to Creatio. 

1)create lead manually

2)from bulk emails

3) create a lead from the landing page

The way you describe it is for working with a landing page. 

The [ Landing pages and web forms ] section is used to set up integration between Creatio and web forms on your websites. As a result, each time an integrated web form is submitted, a new record is automatically created in Creatio using data from the submitted form. Landing page integration can be used for generating leads, adding customers to event participants, automatic order registration, and more. 

The main idea of Lead channel and source is tracking from which website leads come to our system.

The channel field contains information about the type of web resource from which this lead came (for example social network). The source contains information about the name of the web resource from which the lead came. Creatio uses UTM marks to track lead generation channels. They help to analyze which resource leads come from. More information about in this article: https://academy.creatio.com/docs/8-0/user/marketing_tools/website_track…

More information about how to work with Lead channel and source can be found at the link:https://academy.creatio.com/docs/8-0/user/marketing_tools/website_track…

Viktoriia Hrynchuk,

 thanks for the reply. My question is more geared towards adding a lead manually that we get at an in person trade show. We have decided to use 'Event' as the Channel and then create an Event for each specific trade show to connect the leads to that event.



Ex.

Channel  = Event

Event = Waste Expo 2023



Thanks again for the reply.

Hello,

Yes, you can use the Event as Chanel, but after you register the lead you need to manually import it to the necessary event.

I did this in my Recently Viewed Records add-on in the marketplace, it wasn't easy and took a bit of a hack. You'll need to override the MainShell  and what I ended up doing is add a button into the shell that I move at runtime into the ShellHeaderToolbar. Feel free to look at the source of that add-on to see what I am doing to accomplish this. Ideally, it would be great if that were a container and you could add items to it, but sadly not the case.

Ryan

Hello,

Unfortunately, the logic of inserting an image through a macro into a letter template is not implemented in Creatio.

I am broadcasting your wish to the development team to consider the possibility of adding similar logic in future versions.

 

Ok thanks

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