Hello Danielle, 

Could you please double-check whether you have followed all the steps from the installation guide, also there is a video overview:

If so, could you please clarify on which step exactly the issue occurs?

Best regards,

Anastasiia

Dear @Anastasiia, at this time is no any video on the documentation of Zapier connector. At this time also I Cannot do it work

Hello Julio,



Could you please elaborate on your issue?



Best regards,

Bogdan

Hello, Selva!

Unfortunately,  it is not possible to implement your business task by means of basic tools. 

However, you can create your own custom macro that will meet your business goals.

 

More details about the implementation of custom macros you can find on the Academy at the link:

https://academy.creatio.com/docs/node/1696

 

We have created a case for our development team on this issue so that they will implement this functionality in future releases.

Best regards,

Kate

Thank you Kate, 

I will try this option.

thanks,

Selva

Hello Robert,

Could you please elaborate on your business task?



Who do you need to reed the values of a record before the update?



Best regards,

Bogdan

Hi Bogdan,

I have a business process, which grants access permissions based on a linked contact in an activity (not the owner field).

When this contact changes, I need to read the value of this contact field that was stored before the update, so that I can remove the access permissions for that contact.

BR,

Robert

Robert Pordes,

There is no basic logic for your needs.

But, as a workaround, you can create a new column contactBackup in the activity object and store old contact there.

You can use Modify Data business process element to set the value for the contactBackup column.

Also, it is not necessary to add this column to the section page. It can be just a "system" column.

Best regards, Alex.

Robert Pordes writes:

When this contact changes, I need to read the value of this contact field that was stored before the update, so that I can remove the access permissions for that contact.

We do it in another way - remove all rights and set new ones. 

Vladimir Sokolov,

Thanks for the reply, but that doesn't work in our case, because the initial permissions can be quite complex, and also due to delegation we do not know the exact current permissions of the records.

I will post an idea for Creatio to implement this feature in the business processes, as it would be handy for several business tasks.

BR,

Robert

Aleksei Efimenko,

I have thought about this, too, but it is not very elegant and I don't want to create fields for every requirement and also don't want to have the fields visible in the filters for the users.

I will try activating and reading the change log in the business process...

BR,

Robert

Robert Pordes,

In case you dont want to show the fileld in any dropdown on the UI, then you can set the Usage Mode for that field to None.

Regards,

Sourav Kumar Samal

Sourav Kumar Samal,

That's a good point and I might consider this, thanks!

Hi, Susan,

I have the same issue. Did your troubleshooting successful?

Hi to all,

You should identify the cause of the issue first and foremost.

Check the process log and make sure the process was launched and “To whom should the window be shown” field was filled out correctly.

If everything is correct, troubleshoot the issue in the incognito mode.

If you cannot reproduce the issue in the incognito mode, check your browser extensions. Some of them, ad blockers in particular, could block pop-up windows in Creatio.

Hello Selva,

You need to select the following 2 booleans true as shown in below image, based on whether you want to see in section or page or at both places:

Thanks,

Sourav

Sourav Kumar Samal,

Thank you very much,  I will try the same

Thanks,

Selva

Hello Massimiliano,

Ability to add mailboxes to the system can be limited through the "System Designer" -> "Object permissions" -> "Mailbox synchronization settings".

This way you can temporarily or permanently limit the ability to add mailboxes to the system for a specific user or role. 



Also, if you are using one of the latest versions of a system you can do the following:

1) Add all the mailboxes under one system user, for example under Supervisor.

2) Supervisor user can perform all the needed settings for the mailboxes, for example from which folder exactly emails should be synchronized.  

3) After that Supervisor user will set up the access rights for the mailbox ("Allow Shared access" setting in the mailboxes settings). 

This way user will be able to work with emails, but will not be able to apply changes to it's settings themselves.

Best regards,

Anastasiia

Anastasiia Zhuravel,

I tried giving object permissions only to system administrators but my test user is still able to add a mailbox: the UI reports a javascript error and the mailbox creation doesn't complete (see image below), but it's not what I expected.

Is there something I'm missing or that object permission doesn't work as expected?

Thanks

Hello Massimiliano,

This is the correct behaviour. There will be no notification about missing access rights, only the loading screen, but the user will not be able to add the mailbox. There is already a request created for our R&D team to add a meaningful notification for users, it will be implemented in future releases. I have assigned your request to the project in order to increase its priority. As for now, the solution described by Anastasiia is the only option.

Best regards,

Anastasiia

Hello Selva,



This issue looks like the element is restarted with the same error. If you change the business process,  the error will be left the same, because the version of the running business process will be left the same too. You have to create a new process instance in order to use the corrected version of the process.

There may also be a problem with the status of the business process, you can't run elements from a canceled process.

Thanks,

There is no change in the business process. The issue was outside of the process which is fixed now.

All we need is, we just need to execute the 'send email' step alone.

Hello,

This error means that the mailbox rejected your login and password, which are being sent during adding the email.

To find the reason for this issue you need to contact your mailbox server administrator with the exact date and time of the error.

Thank you.

Kind regards,

Kate

Thank you,

We fixed the login password issue, and trying to retrigger the 'send email' step.

When we click on 'Run item' there is nothing happening. 

Any idea on this ?

Hello,

We can see that you have posted a similar question here: https://community.creatio.com/questions/unable-run-process

Further communications and a possible solution will be posted there.

Thank you.

Kind regards,

Kate

Hi Damien,

The value for this column is received from the "Phone" column of the "Account" object, so you need to go to the object itself and check which value is stored for French localization there and also save and publish the object after the changes.

Best regards,

Oscar

Add comment

Oscar Dylan,

Thanks it worked like a charm :)



Damien

Hello Sarika,

Could you please re-phrase your request and give me a bit more details on what business logic you are trying to achieve?

Kind regards,

Mira

Hello Mira,

The requirement is as follows: 

We have a validation check code for not allowing the user to enter a value greater than 5 in the DAC benefit term field on the edit page of a section with the code:

TermValidation:function()

            {

                var invalidMessage="";

            var term=this.get("UsrDACBenefitTerm");

                   if(term>5)

                {

                        invalidMessage =                     this.get("Resources.Strings.TermExceeds");

                this.showInformationDialog(invalidMessage);

                    }

           

                return {

                    

                    invalidMessage: invalidMessage

                };    

            }, 

    setValidationConfig :function(){

                this.callParent(arguments);

                this.addColumnValidator("UsrDACBenefitTerm", this.TermValidation);    

}

But this check is only administered while user is manually creating the record in that section. and during import, if the value is greater than 5 then also it is getting imported and the record with invalid value is getting generated. I want to make sure that this validation check is also performed while data is imported and created by the system and should not import the rows from the excel sheet with invalid values with greater than 5.

How can this be achieved?

Sarika Sharma,

This can be done pretty easily with an entity event listener class. See 

https://customerfx.com/article/adding-code-to-listen-for-entity-events-…

Basically, something like this: 

using Terrasoft.Core.Entities;
using Terrasoft.Core.Entities.Events;
 
namespace FX.EntityEventListeners
{
    [EntityEventListener(SchemaName = "UsrMyEntity")]
    public class UsrMyEntityEventListener : BaseEntityEventListener
    {
        public override void OnSaved(object sender, EntityAfterEventArgs e)
        {
            base.OnSaved(sender, e);
 
            var entity = (Entity)sender;
            if (entity.GetChangedColumnValues().Any(x => x.Name == "UsrDACBenefitTerm"))
            {
                if (entity.GetTypedColumnValue<int>("UsrDACBenefitTerm") > 5)
                    throw new Exception ("The value of UsrDACBenefitTerm cannot be greater than 5");
            }
        }
    }
}

With something like this in place, it would throw an error (and not save the record) anytime a record was attempted to be saved with a value more than 5, whether it's happening via the UI, an Excel import, or even via the OData or DataService APIs.

Ryan

Hi Ryan,

Thank you so much for the solution. I would definitely try this out.

Best regards,

Sarika