Hello!



When user clicks "Follow the feed" (e.g. in exact Document), they expects to receive notification in CTI-panel on every Feed/Comment added to that Document. 

However notifications do not appear. Is it normal behavior or anything wrong?

And is there any option to notify users about Feed/Comment added to the Document they follows?



Thank you

Hi All,



I could able to add the rich text column from the Freedom UI page using the designer for Contact section.



But when I tried to add the rich text field from the object,





and drag-deop the element from the section wizard, this column seems to be a normal Text field.



Creatio Product version - 8.0.5.2483

How to make this coulmn as actual rich text field similar to which we see in Freedom UI?

 

Hello Community,

How can we set a default Image for image link column in freedom UI?

I want to Change the Image to my own Default Image. Can someone help?

Thanks in advance!

Indurthi Yasaswini

Hi Team,

We have created a detail and while creating didn’t opt for “Make the list editable” checkbox [didnt check it] and saved it but now not able to select the box and looks like it is locked.

Question : is there a way to check the “Make the list editable” checkbox

Thanks in advance!

Regards,

Mayan

Dear Community,

is there any way to block the deletion of records of an object for all users and user groups (including system administrators and the supervisor) depending on a lookup value, such as a status.

Adjusting the object permissions still let's sysadmins delete a record.

Hello!



We have Product field in 'Product in order' detail and we can add Product.Type, Product.Category and other columns in the detail for employee users.

But is no option to add them in the detail for Portal users. It is incorrect way to add such fields and synchronise them (cause there can be a lot of them) to the detail.



How can we display such linked fields in details for Portal users?

Thank you!

Hi Team,

We have created two case life cycle [DCM] and the initial stage for both the cycle is not the same. So we cant set the stage as a default as the initial stage is different for Both the cycle and we need to write a business process that as soon as the case is created based on of the field selected in the mini field set the first stage.

Question : is it possible to set the first stage based on the field value selected in mini page without writing a business process. How do we set default value for the case life cycle based on the field value selected.

Thanks in advance!

Regards,

Mayan

Hi Team,

We want to retrieve a specific record by Id along with all the related elements (eg - Retrieve Account A with all of its related Contacts). 

What we already know:

We can retrieve the account record itself along with related records that are linked with lookupfields, like the PrimaryContact

Account(0001111-1111-1111-1111-111111231123)?$expand=PrimaryContact($select=Name)

This works, but it returns only one contact, the primary one.

Instead, we need an embedded list of contacts, like

{
    "@odata.context": myurl.creatio.com/0/odata/$metadata#Account(PrimaryContact(Name))/$entity,
    "Id": "22222-222222-2222-222222-22222207ba6",
    "Name": "somename",
    "OwnerId": "111111-11111-11111-11111-1111111",
    "CreatedOn": "2022-11-16T21:11:57.214167Z",
    "Contacts“ : [
{object}, {object}
]
}

Given the first URL in the response, we expected that all NavigationProperties would behave the same:

But this collection:

Is not accessible. If we call for :

Account(0002204c-d255-46c0-bea6-0f32e2e07ba6)?$expand=ContactCollectionByAccount

We get this error in return:

{
    "error": {
        "code": "",
        "message": "An error has occurred."
    }
}

If we use other expand values, we retrieve meaningful errors like „Could not find a property named xy“, but this error is not self explaining. How can we return an object with an embedded list of children? I know that in this example we also could ask for a list of Contacts filtered by their account, but we cannot do that in all scenarios we have in mind.

Thank you

Petrika

Our sales and production processes use multiple funnels. Huge advantage of Creatio is the ability to create multiple funnels with different settings. That is why we chose Creatio when fucked off russian amoCRM.

But the trouble is, we have an opportunity to build several funnels, but we have not the ability to manage several funnels together.

We found the Calculated metric add-on, which allows you to operate with formulas and get, for example, the conversion rate for the sum of two funnels, LTV or the number of sales per client for two funnels.

But it is not clear why you stopped half way and did not create the Lists and Charts in the same way.

THIS IS MEGA USEFUL. It is almost the functionality of Power BI.

Serious competitive advantage

Please clarify if there are any plans to improve it and when?

Thank you!

Hello Community,

I'm trying to implement the opportunity Client in creatio Latest version. How can we add diff and attributes in latest version?

I tried in this way, but it didn't work. Is there any way to do the multilookup column or can we do multilookup column in latest version.

{

                "operation": "insert",

                "name": "Customer",

                "values": {

                    "type": "crt.ComboBox",

                    "label": "Customer",

                    "control": "",

                    "listActions": [],

                    "showValueAsLink": true,

                    "controlActions": [],

                    "multiLookupColumns": [

                        "Account",

                        "Contact"

                    ],

                    "layoutConfig": {

                        "column": 1,

                        "row": 1,

                        "colSpan": 1,

                        "rowSpan": 1

                    },

                    "controlConfig": {

                        "enableLeftIcon": true,

                        "leftIconConfig": {

                            "bindTo": "getMultiLookupIconConfig"

                        }

                    }

                },

                "parentName": "SideAreaProfileContainer",

                "propertyName": "items",

                "index": 0

            },

Thanks in advance! 

Regards,

I Yasaswini