Hi Community,

Im trying to download the Notes of a Classic Ui Section, to a Word printable.

The end result in the Word printable is together with the Html Tags. How can we fix this?

Sasori

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Dear Sasori,

 

As of now, it's not possible to correctly display the field with HTML formatting in the printable.  


We registered a query for our R&D team and await a fix in the upcoming versions. 

 

As a workaround suggestion, you can replace the Notes field with a simple text field. I understand that it's missing the format settings and cannot be applied to tables, but it should work for a sentence or two simple comments. 

 

Thank you for making Creatio better!

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Hi community,

This is an out of the box problem, because i tried it in a fresh Environment as well.

Here is the issue.

We have the Leads section in the Classic UI, meanwhile the Account section is in the FreedomUI

1-We click to the Account link from the Lead Section:

2- We expect that the Form Page will open since we are not adding a new Account. Instead of the Form Page the MiniPage of the Account opens

3- Status of the Pages established for the account

How can we fix this issue?

Sasor

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Hi Community,

Any update regarding this?

Hello,

 

Please make sure that the "Default page" setting is set to the "Form page" in the Accounts object located in a package that is at the end of the packages hierarchy (it might be in the Custom package). 

This issue might appear if in one of such objects the "Default page" setting is set to "Mini page", which overrides the base settings.

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Hello everyone,

I hope you're all well. I need your help.

I'm having a problem using CREATIO to create products that all end in :
insert or update on table ‘ProductPrice’ violates foreign key constraint ‘FK6ZjAW6Pzi2p2Jqy6BQy6n2r0xlY’
Even so, if I refresh the page, the product is created.

Once I get to the order and want to add one of these products, I get another integrity constraint.
Do you have an explanation, or do I have to go through support?
Thank you very much for your help.
Thierry

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Hello!

The issue could be caused by a missing Default value within the Base Price List System Setting. Please check this. 

If this does not help, please contact support@creatio.com

Best regards,

Anton

Hello!

The issue could be caused by a missing Default value within the Base Price List System Setting. Please check this. 

If this does not help, please contact support@creatio.com

Best regards,

Anton

Thanks a lot. 

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Hello,

 

is it possible to include Feed into global search results?

And/Or filter records by Feed in Section?

 

Thank you.

Vladimir

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Hello!

 

Regarding your first question, please note that at the moment, the feed is not indexed in the global search (the columns 'Message' of the 'CaseMessageHistory' object and the 'Message' of the 'SocialMessage' object). It is not possible to enable the feed in the global search in the current system configuration.

We have received similar inquiries in the past, and a development team has already registered a task to add this functionality. I have attached your request to the task to increase its priority. We will plan how to address this task and strive to develop a suitable mechanism, which will be presented in future Creatio releases.

Regarding your second question, unfortunately, it is impossible since we don't have direct connections between the record and Feed.


Best regards,

Mariia

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I am currently developing an application where I need to add a "Sync Data" button to both the Accounts and Contacts sections. This button will trigger a Business Process that needs to work dynamically based on the context from which it is called.
 

The key requirement is to use a single, common Business Process for both Accounts and Contacts. In this process, I need to determine whether the button was clicked from the context of Accounts or Contacts, so the appropriate actions can be taken accordingly.
 

I understand that creating separate Business Processes for Accounts and Contacts could achieve this, but my goal is to have a unified process or function that can be reused across multiple entities.
 

I would greatly appreciate any guidance or suggestions on how to implement this in Creatio.

Thank you in advance for your assistance!

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Create a boolean parameter "IsContact"(it's just an example, you could create any parameter ) and pass true if the button is clicked on contact page and false if it's clicked in any other place 

Create a boolean parameter "IsContact"(it's just an example, you could create any parameter ) and pass true if the button is clicked on contact page and false if it's clicked in any other place 

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Hello,

 

I am trying running into a problem in my instance where I'm encountering a problem when I publish and compile where I receive a message saying that "One or more errors occurred. Sequence contains more than one matching element"

 

I am unclear as to what this message could be referring to. There error is unclear and I'm unsure as to how to proceed without more information. Has anybody encountered this problem before?

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If it's a compilation error, maybe there is more details in the Compilation errors? In the lookups section, add the "Compilation errors" object to view the contents.

Ryan

Hello Kevin

In my case, the problem was caused by a duplicate lookup object: deleting the duplicate solved the problem.

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Hello Community,

 

       I have created Business Process 1 with three parameters. I can send the GUID from the Form Page, but I also want to pass the SchemaName as a parameter to the Business Process.

 

1] Business Process: ( Process with 3 Parameters: )

 2] Account_FormPage:

How can I send a text value parameter from the Form Page to Process? Can I Send the Multiple Parameters to Business Process? Is there any solution for this?

 

Thanks, 

Ajay K

 

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Hello!

Unfortunately, it is impossible to do it now, but 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.


Thank you!

Hi Andrii,

 

Thank you for your response.

 

I have a question : If I trigger the process from different pages, such as Account_FormPage, Contact_FormPage, or Order_FormPage, is it possible to capture detailed information in the business process flow indicating from which specific page the button was triggered?

 

I'm looking for something similar to how HTTP request header parameters work.

 

Regards,

Ajay K

Hi Ajay,

Unfortunately, when triggering a business process from a button, it's impossible to determine from which specific page the process was initiated using no-code tools. However, we recommend creating a separate business process for each page. This approach lets you know exactly which page the business process was launched from.

Best regards,
Andrii

Hi Andrii Kurta,

 

Thank you for the clarification. I understand that using no-code tools may not allow us.

 

However, I would like to explore whether this can be achieved using code.

 

Could you please guide me on how I might implement a solution using code? Any examples or documentation you can provide would be greatly appreciated.

 

Best regards,

Ajay

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In the dashboards, I'm trying to create a stacked chart. I want to show the count of opportunities by stage by market. I don't know if this is possible or not, but I cannot seem to get it working. The x-axis is showing the opportunity stage and then the data would show the count by market for each stage. Please let me know what I am doing wrong, so we can get this to show. Thanks.

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Adam Praiswater,

 

Hi! 

You correctly added series to your dashboards, now to display them according to the market you can add filtration to each series for certain market. 
 

For example:
1 series: market = 'market value'

2 series: market = 'market value'

 

Leave the grouping by Stage and you should achieve your goal.

Have a great day!

Hello,
 

Can you provide the screenshot with the configured chart?

 

 

Malika,

Current set up -

But want each stage to show by the division of market. I have tried to add a second series but that just doubles the number like so but it doesn't let me change the how to group or am I doing something wrong? -

 

Malika,

Does that help and/or make sense what I am trying to achieve?

Adam Praiswater,

 

Hi! 

You correctly added series to your dashboards, now to display them according to the market you can add filtration to each series for certain market. 
 

For example:
1 series: market = 'market value'

2 series: market = 'market value'

 

Leave the grouping by Stage and you should achieve your goal.

Have a great day!

Alina Yakovlieva,

Thank you for your help with this!

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Hello Community,

 

            I have created a business process using a script element that relies on "Newtonsoft.Json.Linq". 

 

 

Scenario 1 : When I add the business process to a custom package, it works perfectly. As shown in below Image

 

#Issue

Scenario 2 : When I add the business process to my app package "UsrG***", it throws an error during publishing due to the Linq dependency.

 

Let me know if you need any more adjustments!

 

Regards,

Ajay K

 

 

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Hello,
 

This situation can occur if your custom "UsrG***" package has the "Compile into a separate assembly" attribute.

Compile

When converting a package to assembly package (AP), transferring a schema with code to a AP, or creating a version of a compiled process, the compilation error "The type or namespace cannot be found" occurs if the code uses types from external libraries located in other packages.
To solve your problem, deselect the "Compile into a separate assembly" checkbox for your package and recompile. This should solve the problem.

remove parameter
 

Thank you.

Hello,
 

This situation can occur if your custom "UsrG***" package has the "Compile into a separate assembly" attribute.

Compile

When converting a package to assembly package (AP), transferring a schema with code to a AP, or creating a version of a compiled process, the compilation error "The type or namespace cannot be found" occurs if the code uses types from external libraries located in other packages.
To solve your problem, deselect the "Compile into a separate assembly" checkbox for your package and recompile. This should solve the problem.

remove parameter
 

Thank you.

Serhii Parfentiev,

Thank you.

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Hi all,

 

In our project we need to produce with Creatio application some .pdf documents. In order to do this we found a Creatio Application (Aspose.PDF connector). This application is not free of charge.

 

We were wondering if exists an OOTB (free of charge) functionality to produce .pdf documents. We are asking since on our view 'production of .pdf document' must be an OOTB functionality. Moreover it's very hard to convince a customer that this functionality it not free of charge.

 

Best Regards

 

Stefano    

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Hello, 

By default, Creatio provides a plugin to be able to upload only in Word format.
https://academy.creatio.com/docs/8.x/no-code-customization/category/pri…;
https://academy.creatio.com/online-courses/article-courses-18

PDF conversion in printables is available after installing this marketplace app https://marketplace.creatio.com/app/asposepdf-connector-creatio. The first 150 conversions are for free, but other conversions require additional payment (prices are available here https://purchase.aspose.cloud/pricing). 

So for test purposes, you can use the free 150 conversions provided in the app. 

We have already registered the idea for our R&D team to implement this functionality in further releases. I will assign your case to this project in order to increase its priority.

Best regards,
Ivan

Besides, this aspose means that your document will go through some 3rd-party service, that is not acceptable by many customers security polices.

So, it is extremely necessary to have this functionality inside Creatio system

Vladimir Sokolov,


Yes, the security issue is often brought up by our clients/prospects too !

Damien

This issue has years!

Clearly the less work to customer need ratio in the Creatio dev pipeline

 

I hope this is the time 

 

We've also had problems with the conection with aspose, besides the security issues, actual failures at certain time

 

 

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