Hello Gabriele,

Thank you for your question!

Kindly elaborate a little bit more on the format of the document. If possible, please, attach an example.

Best regards,

Anastasiia

Hello Anastasiia,

thanks, I found the possibility to create a document. In the opportunity at the top right at print.

But I still have one question. Is it now possible to save the documents as .pdf and store them in creatio?

greeting

Gabriele

Hi Gabriele,

At the moment, we can recommend using the conversion to PDF using MS Word via "save as".

As a workaround, if you do not want users to change the PDF file after downloading:

Download the word file using the 'Restrict Editing' option as a printable template. Then, when downloading, the file will contain the necessary data, but it will not be possible to change it without knowing the password.

Alternatively, please, check this add-on on our Marketplace which allows generating Word printable forms in PDF format using the Aspose.PDF service:

https://marketplace.creatio.com/app/asposepdf-connector-creatio

At the moment we are working to ensure that in future releases it will be possible to upload files in PDF format, I have attached this post to the scheduled task of the developers to increase the task's priority.

Best wishes,

Anastasiia

Hi Anastasia,

thanks for the information. Please let me know if it is possible to save documents as .pdf.

Greetings form Bavaria

Gabriele

Hi Mark,

Thank you for your question!

This is a known issue and our R&D team is already working on implementing a mass fix for future releases. As for now, this can be fixed by enabling the feature DisableAutoFindWorkplace on the instance.

For Postgre:

do $$

DECLARE

featureCode varchar(100) = 'DisableAutoFindWorkplace';

featureId UUID;

BEGIN

featureId = (select "Id" from "Feature" where "Code" = featureCode limit 1);

IF featureId is null THEN

insert into "Feature"

("Name", "Code")

values

(featureCode, featureCode);

featureId = (select "Id" from "Feature" where "Code" = featureCode limit 1);

end IF;

delete from "AdminUnitFeatureState" where "FeatureId" = featureId;

insert into "AdminUnitFeatureState"

("SysAdminUnitId", "FeatureState", "FeatureId")

values

('A29A3BA5-4B0D-DE11-9A51-005056C00008', 1, featureId),

('720B771C-E7A7-4F31-9CFB-52CD21C3739F', 1, featureId);

end $$;

For MS SQL:

DECLARE @featureCode varchar(max) = 'DisableAutoFindWorkplace',

 @featureId uniqueidentifier;

set @featureId = (select top 1 Id from Feature where Code = @featureCode);

IF @featureId is null

BEGIN

 insert into Feature

  (Name, Code)

 values

  (@featureCode, @featureCode);

 set @featureId = (select top 1 Id from Feature where Code = @featureCode);

END;

delete from AdminUnitFeatureState where FeatureId = @featureId;

insert into AdminUnitFeatureState

 (SysAdminUnitId, FeatureState, FeatureId)

values

 ('A29A3BA5-4B0D-DE11-9A51-005056C00008', 1, @featureId);

Best regards,

Anastasiia

Anastasiia Lazurenko,

Thanks for your quick reply first of all. We use the SaaS Creatio, so is this something I need to raise a case with Creatio support to get applied?

Hi Mark,

If you have a Creatio cloud instance, please, check if there is an SQL Executor for Creatio installed. This add-on has been discontinued but if you still have it - you can still use it and run the above-mentioned queries yourself. If it's not present - we can do this on our end. Please, contact us at support@creatio.com in this case.

Best regards,

Anastasiia

Hello

Unfortunately, the current version of Creatio does not have the pivot table functionality in the new UI yet.

There is already a request for our developers to bring this functionality in future releases but we are not sure when this feature will become available.

Thank you,

Artem.

Justin Murphy,

Hello,

Unfortunately, there is no ETA for this feature at the moment.

Best regards,

Yuliya

Yuliya Gritsenko,

And do you have ETA now?

Vladimir Sokolov,

Greetings, 

Unfortunately, it is still under review with the R&D team, we can't tell you the exact date, but the development team will consider this request to make it in the future.

Hello,



Unfortunately, there are no such basic tools to implement your business task. 

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. 

Best regards,

Bogdan

Hello, 



Please contact our support team (support@creatio.com) for further investigation. 



Best regards,

Bogdan

 

Bogdan,

Hello Bogdan,

I allready open several tickets without any solution.

I would like to know if other users of Creatio encounter or have encountered this problem.

I will open a ticket today with the timestamp of the problem.

Thank you,

Nicolas

Hello,

As for now, there is no built-in functionality that allows binding columns while importing as Connected object -> column from this connected object automatically, since it can provoke more errors after the import. But we have a suggestion registered to our R&D team regarding this topic in the "Accepted" status so it is included in the plan to make the functionality better. I will also let them know about your request so to make the priority of the problem higher! Currently, you need to specify connections manually and there is no workaround for this functionality.

Thank you for helping us to make our application better!

Kind regards,

Mira

Hello,

Could you please specify what kind of file you received?

Regards,

Mira

Dear Eran,

Actions - Visit - it is a detail.

Detail has its own object.

So, you need to use one more business process element "Add data" to add records to the object of the detail.

It is impossible to create records in multiple objects using 1 business process element.



Best regards, Alex,

Thanks Alexsei, 

I've tried to add a record to the "Actions - Visit" detail  (VisitActions table), BUT the "VisitActions" object is  NOT on the list of Objects to select of the "Add  data" element... 

Any Idea ?

Eran Malik,

Please contact a creatio support team.

They will escalate the question to the responsible team and I hope your issue will be solved.

Best regards, Alex.

Hello Tyme,

The highlighted templates work with Duplicate parameters.

During the file import, at the third step, system offers you to "Specify the duplicates search rule for data import to the system", here you can select the columns which will be used to search for duplicates. Also, there you have an option to save these settings as a template:

If you check the corresponding checkbox and proceed with data import, you'll have an option to populate it's title:

During the next import, you'll have an option to select a duplicate search template by selecting it from the list at the stage of loading a file for import. This way you can apply the template to a new import.

Best regards,

Anastasiia

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