I have created a business process for the Lead. There is a stage named "Converted" to show that the Lead is converted to Opportunity.
But I have to check the Account of the Lead if the Account has the status: "Green" - a look-up field, the user could allow changing the Lead Stage to Converted. If the Account doesn't have the status, then the Lead is not allowed to change the Lead stage
Does anyone possibly have a code example on the new Freedom page showing how to calculate the difference of values of two page fields and write it into a third field? For example: payment balance = Amount-PaymentAmount Maybe there's also a code example on how to get the exchange rate on the date specified in the Date field according to the Currency field or an example of how to refer to another object to get a value from it.
I am working on a use case to use angular component inside creatio. I have followed this link .It seems like it is old documentation most of the js files mentioned in that link is not there in the angular package. Can anyone helo me on this
Where can we change signature date alignining automatically on closed won status change date in opportunities ? We deactivate OOTB opportunity process, and it's still changing when choosing ootb closed won step in DCM.
Currently the only possibility to build hierarchy in forecasts is by using connected objects from the columns of the original object in the forecast (by selecting them in the level of hierarchy directly):
As for the error message itself: a foreign key must reference a (base) table* in the same database (a base table: not a view, not a foreign data wrapper table) as stated here. In your case one of the columns is referencing a view so that's why the error message popups when updating the database structure.
I am sure I have forgotten a very basic something... but I am refreshing on the detail wizard but when I have gone to try and add a detail to the place in Creatio I want it... I realised there is no VIEW section button as there is in other sections... just a settings wheel and it opens a 'page'
I want to set a default value to a lookup in classic UI. Kindly let me know how this is possible in Classic UI. I have set up a default value in Freedon UI through rules but rules in Classic don't support the same process. How to do it in classic? Thanks!
Now, I am new to creatio. I just need to know where to put this code in the Source code? And Can I use this selection of multiple contacts to trigger a message to those that are selected only from that grid?
We are currently using Creatio V8.0 demo environment for internal training for Certification purposes.
1. On creating an Invoice using the option "Create Invoice based on Invoice", the system took the full amount specified on Order, instead of Advance Payment. Even when we changed the amount it reverted back to the full Order Amount.
2. After Invoice was created and status changed to Paid, Installment Plan does not show the Actual Amount Paid and the Invoice Number.
- When you use the [ New invoice based on this order ] action from the [ Actions ] menu.
This will open a page with an invoice created based on the order. The [ Amount ] value on the invoice page is calculated as the total value of the products, not the [ Payment amount ] of the order.
- Add an invoice automatically based on any installment step of the order. To do this:
Go to the [ Orders ] section and open the required record with the [ Installment ] details filled in. Select the needed step with the “Payment“ type and click on loupe in the [ Invoice ] column. The value in the [ Amount ] field on the invoice page can be calculated in two ways:
1) If no products have been added in the corresponding step, the [ Amount] field on the invoice page will be filled with the corresponding value from the [ Estimated amount] field from the installment step.
2) If the items were not added in the corresponding step, the [ Amount] field on the invoice page will be calculated as the total cost of the selected products.
After adding an invoice, a link with the invoice number will be displayed in the detail list. Click the link to open the invoice page - https://i.imgur.com/28Oj7K4.png
Therefore, it is normal that the The [ Amount ] value on the invoice page is formed from the total amount of products, not the [ Payment amount ] (Advance Payment) of the order.
2. If the invoice added automatically based on any installment step of the order, a link with the invoice number displayed in the detail list (https://i.imgur.com/28Oj7K4.png) and status of the invoice changed to Paid - [ Actual amount ] Paid will the column will be equal to [ Amount ] value on the invoice (https://i.imgur.com/CRDoIrZ.png).
