Please advise what could be the problem. 
There is a business process where the start signal (trigger) is set to launch when the text field "CHErrorNotification" in Opportunity is changed. If I change the field manually, the process starts, BUT if I change it via code, nothing happens—the process doesn't start. As you can see in the examples, I'm changing it not through a query; the process should start.

I tried filling the field both during the save and after; in both cases, the field was populated, but the process trigger did not work.
OnSaving

OnSaved

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  1. If an Entity.Save() call occurs in the embedded process or listener. In this case the signal to start the BP is not thrown.

 

You won't be able to trigger the business process using the Entity.Save in your listener. What can be done:

 

  1. 1) Use another approach to trigger the process upon modification of the column
  2. 2) Create an additional method that will perform the very same operations that the business process should perform

Oleg Drobina,
 

Previously, and even now in other systems that I configured earlier, the process starts when such code changes occur. Regarding point 1, can you provide an example?

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Dear,

 

Each time I reconnect an email (following a problem with the provider) the configured email is added to my contact card.
Is it possible to deactivate the automatic addition of email?

 

Thank you !
Nicolas

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Dear Nikolas,

To avoid this automatic addition, we recommend the following flow:
1. Reconnect the mailbox, the system will ask if you want to download email for the last week, select "Change settings":



2. Go to the settings, and when changing them, the system will ask if you want to add this email address to the contact communication detail, here you can select no:



Please note that the system will only ask you if you want to add this mailbox if it has not been added yet. So, if you already have this mailbox added to the communication option, please remove it from the contact.

Have a great day!

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Hi,

I performed a test load of 30 records into the Account addresses object, the first 30 records were imported but when attempting to re-import those records, the wizard returns this error: 

Column CountryName value cannot be obtained because it has not been loaded.

When i checked the values in the Country lookup, the values its rejecting are already loaded in the lookup, so it doesn't make sense that its saying its not loaded. There maybe something i'm missing here and i would love to know if anyone has experienced this issue in the past. 

Thanks!

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Hello,

 

In order to fix this issue, turn on (or add) feature  "LoadAllColumnValuesInDuplicateSearch" and clear browser cache, then import should load all columns and work as expected.

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I am using creatio API to get the object collection data from Creatio, in which lookup values have Ids. I want to replace those Ids with their Name saved in look ups. 

 

@Community, My question is, how can I get data of specific look up from Creatio using creatio API Odata4

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Hello!

 

To get the data of a specific lookup you need to use the following request:

https://sitename.creatio.com/0/odata/Lookup(lookup_id)

 

If you want to get the content of such lookup, then you should make a request directly to the object which the lookup is connected to. For example:
https://110032169-demo.creatio.com/0/odata/Account(record_id)

 

Have a nice day!

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I want to attach a pdf to an email template. I tried an add on from the market place but it is not helping as it is the same as adding an attachment to a record. How do I do it? 

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Dear Prachi,

 

You don't need any Marketplace to this task. In a process Email task you can add attachments, see the image

Julio.Falcon_Nodos,

This is not a process. I want it to attach it to a template. 

Prachi Bhelkar,

No, an email template is a ‘template’ you cannot attach files to templates.

 

When you need to instantiate, at runtime, a template to be ‘populated’ with the data from the registry that the mail connects to, in a process or DCM, you can attach a file.

 

Julio

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Hello @Community,

 

I am using Creatio API OData4 to get the data from Creatio Object Collection.

I wanted to filter the data base on date and time. Is there a way to get only last 3 months data with Odata4?

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I want to send email from Activities which is a standard function in creatio and I am not able to. It keeps showing a dialogue box and asks for start value which is not even present on the email tab and is required but it is already filled in. How do I resolve this issue and send an email from Activities? 

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Hello,
 

By default, the "StartDate" (Start) field should be populated with the default value (the current date). Please check if this default value is not being overridden in your packages.

Additionally, consider checking if the issue might be related to another field with the same name.
 

It’s also possible that you lack permissions for the column value, etc.
 

I recommend investigating the error in more detail within the Insert request in the network to see what parameters are being passed into the fields.
 

I hope this helps!

Thank you! I will try that. 

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Is there any way to remove/hide this blue flag option from the Next Steps for the Section?

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Hi Ramya,

 

Unfortunately, it is not possible to hide the blue flag option in Next Steps using OOTB functionality. This can only be achieved with development tools, but we currently do not have examples of such an implementation.
 
Additionally, we have created a task for the responsible R&D team to consider adding this functionality in future releases.

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Hello,

 

we want to use cloud version of PowerBI, that's why we cannot use addon from marketplace (https://marketplace.creatio.com/app/microsoft-power-bi-connector-creatio)

 

As I see, PowerBI has option to get data via OData Feed.

 

But basic authorization doesn't work there (the same in Excel, for example). Do you have any experience how to achive that?

Thank you!

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Hello,

The only way to use cloud Power BI with our connector is by configuring a gateway.

We can also recommend this official guide:
https://learn.microsoft.com/en-us/data-integration/gateway/service-gateway-install
https://learn.microsoft.com/en-us/power-bi/connect-data/service-gateway-data-sources

Best regards,

Antonii.

Hello, 

Having analyzed the error you mentioned, we want to inform you that PowerBI add-on doesn't maintain the cloud version. 
This add-on works only with desktop application, according to the instruction:
https://marketplace.creatio.com/sites/en/files/app-guide/Power%20BI%20Setup%20guide_1.pdf

Best regards,
Ivan

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I want to export creatio contacts data on a daily basis to specific location

I am taking approach of using BPM tools to create a process where I can read the contact data, convert them all in uppercase and then export it to specific location. 

I don't know how to export data after converting them to uppercase

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The latest version of the Excel reports add-on in the marketplace has a process element to generate excel files. https://marketplace.creatio.com/app/excel-reports-builder-creatio

You could possibly use that in a process and then attach it a record or email it somewhere to include the data you want to export. Not sure if that would help you accomplish the task or not, but wanted to mention that as a no code approach to generate an Excel file as an "export". 

However, you could also read the data from Creatio via OData and write it to files somewhere as well.

Ryan

The API is very powerful as well. There is also a product called Starfish that can work. Depends on your level of expertise. We use both.

Is it possible to make automated process to export contact data on a daily basis without using marketplace products?

 

Ryan Farley,

After reading the description and installation part of Excel reports add-on in the marketplace, I came to know that this product will provide analysis reports in Excel file. Is there a way to have process element in process designer which directly takes data and export it in specific location?

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