Sales_Creatio | Community Creatio

13:02 May 08, 2022

Hello Jerry,

Please try to pass Date into Creatio with the following format in UTC time:

      "dataValueType":8,
      "value":"\"2000-01-01T00:00:00.000\""

Kind regards,
Roman

Custom columns not displayed in the process designer

13:02 May 08, 2022

Hello Jerry,

Please try to pass Date into Creatio with the following format in UTC time:

      "dataValueType":8,
      "value":"\"2000-01-01T00:00:00.000\""

Kind regards,
Roman

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Question

LÉZORAY Nicolas

11:12 May 06, 2022

Dear mates,

i 'd like to modifiy a process named "ChangeOrder Société émettrice" in order to launch the process only if the order's company is changed.

In the process designer the custom column "Société émettrice" (UsrSocieteEmettrice) does not appear in the system designer:

Is it because the process is in another package which has not access to this column (the order objet is in the custom package).

Thank you !

Nicolas

1 comments

Anastasiia Stepanova

12:34 May 06, 2022

Hello Nicolas!

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

To solve this issue we recommend you generate the source code and compile the system.

Best regards,

Anastasiia

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Question

Default lead stage after copy

13:12 May 04, 2022

I modified out Lead process and we don't use "nurturing" anymore. This works well for new leads.

When I copy a lead this new document is still placed in the "nurturing" stage. Which process do I have to modify to change this behaviour?

10 comments

Best reply

10:14 May 17, 2022

Christian Waidner,

You can check here,

Thanks,

Sourav

Anastasiia Stepanova

17:59 May 04, 2022

Hello Christian,

Could you please clarify what you mean under "new document" and what actions are you doing before the Lead came to the "nurturing" stage?

Thank you in advance!

08:46 May 05, 2022

Hello Anastasiia!

Workflow:

Click on an existing lead in list view

Click "copy"

A new lead document ("new document") is being creating

This new document is in stage "nurturing" and I want it to be in a different stage.

09:33 May 10, 2022

Christian Waidner,

Anastasiia Stepanova,

Do you need any more explanation? Is there anything i can do to change the starting phase of a copied document?

11:14 May 16, 2022

Anastasiia Stepanova,

Reminder - are you still on it?

12:23 May 16, 2022

Christian Waidner,

If I understand correctly, you do not want to copy the DCM stage while copying the existing record, then you can try the following with the lookup used for DCM in the Object itself,

Thanks,

Sourav Kumar Samal

12:30 May 16, 2022

Sourav Kumar Samal,

The checkbox is unchecked for my field and I do not think that this will fix my problem.

This is the situation, I click on "copy" on an existing lead.

12:31 May 16, 2022

The resulting lead stage looks like this:

I do not have a "nurturing" stage in my lead stage anymore.

13:44 May 16, 2022

Christian Waidner,

Could you check what is the default value of the lookup value set in the object ?

Thanks,

Sourav

17:23 May 16, 2022

Sourav Kumar Samal,

If you can give me a hint how to find this in the system .... sure

Excel Report Builder - Severe Error

10:14 May 17, 2022

Christian Waidner,

You can check here,

Thanks,

Sourav

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Question

Garrett Fellers

23:57 May 02, 2022

Until recently we have been using the Excel Reports builder without any issue. We have now started receiving an error (below) when we try to generate a report with calculated Net Sales Entered. If we remove the columns or generate a different report without these columns there is no issue. If we add the columns back we again receive the error. This is an excel report we've had and ran for several months and just now began receiving the error.

A severe error occurred on the current command. The results, if any, should be discarded. Operation cancelled by user. Please check filter settings

1 comments

Eugene Vorobiov

18:51 May 23, 2022

Hi Garrett!

I recommend checking your calculation. If the final calculation is more than 2,147,483,647 in a field, integer overflow error occurs. Also, you might want to try basic export with the same parameters or build a dashboard using your data. If errors occur in these cases, the problem is caused not by the add-on but by data.

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Question

EDITABLE_GRID_IN_SECTION

error

EDITABLE GRID IN SECTION Error

Marko Maricic

17:30 Apr 29, 2022

Hi,

Can some one help me,

I am using this tutorial for making section grid editable: https://community.creatio.com/articles/editable-grid-section#comment-81…

And I have two errors and it doesn't work.

My errors are:

-Heading for label "DataGrid" not found.

-Unable to find column by configuration: "{"className":"Terrasoft.ConfigurationGrid","generateControlsConfig":{"bindTo":"generatActiveRowControlsConfig"},"changeRow":{"bindTo":"changeRow"},"unSelectRow":{"bindTo":"unSelectRow"},"onGridClick":{"bindTo":"onGridClick"},"initActiveRowKeyMap":{"bindTo":"initActiveRowKeyMap"},"activeRowAction":{"bindTo":"onActiveRowAction"},"multiSelect":{"bindTo":"MultiSelect"},"name":"DataGrid"}" .

2 comments

Ryan Farley

18:06 Apr 29, 2022

Can you post the complete code? Won't be able to see what might be wrong without that.

Ryan

Oleg Drobina

11:29 May 02, 2022

Hi Marko,

Please check my reply in the original article, this should help.

Best regards,

Oscar

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Question

Notification Alert missing

13:48 Apr 29, 2022

Hi Team,

I have configured one business process for creating one notification as soon as a lookup value in a section changes. I have referred the article: https://community.creatio.com/questions/create-notification-communication-center.

The issue that I'm facing is not getting any count alert for the new notification received although the notification is present in the notification center info section. The alert for the new notifications count is only visible if the user is already logged in to the system.

Kindly help.

Thanks,

Sarika

6 comments

Anastasiia Zhuravel

14:17 Apr 29, 2022

Hello Sarika,

Could you please check if the checkbox "Run following elements in the background" is cleared for the start signal of this business process?

If not, please clear it, save the changes and relogin to the system.

Let us know if the issue persists despite the provided recommendation.

Best regards,

Anastasiia

14:28 Apr 29, 2022

Hi Anastasiia,

I followed your recommendation but the issue is still the same. Please suggest me what to do

07:56 May 10, 2022

Hi team,

Please suggest me a solution for this.

Thanks

Nirupama Mohan Latha

01:08 Jul 21, 2022

Hi Sarika,

I am reaching out to see if you were to resolve the issue. We have a similar problem with our instance as well.

Thanks

07:01 Jul 21, 2022

Hi Nirupama,

I removed the 'message is need to send' parameter from the add notification element and was able to get the notifications successfully.

Hope this helps in your case as well.

Best Regards,

Sarika

Nirupama Mohan Latha

22:02 Jul 21, 2022

Sarika Sharma,

Thank you for your response. Really appreciate it!

Just a follow up question - did removing that parameter have any impact on the notification getting sent? Were you able to find out what it is used for?

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Question

calendar

Home Page customization

Timea Losonc

11:51 Apr 21, 2022

Dear All,

is it possible to make a home page with tasks list, calendar view and with some KPI diagrams in one page?

Thanks for your help.

Timi

1 comments

Anastasiia Stepanova

20:43 Apr 21, 2022

Hello Timea!

We will register it in our R&D team backlog for consideration and implementation in future application releases.

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Question

mail

Mail s

Mid

11:54 Apr 06, 2022

Hi community,

Hope all are keeping well!

Does anyone know if we can remove some of the sections from Mail panel as in the attached picture if we're not using

Please kindly advise what can be done

Many thanks

File attachments

mail.png

1 comments

Best reply

11:56 Apr 07, 2022

Dear Minh,

If you don't use some of these connections at all you can delete connection between activity and connected object in EntityConnection table.

In case if you still want to use some of the connections from the list for other Activity Types you can try to override method responsible for forming this dropdown.

In OOB it's defined in EntityConnectionLinksUtilities mixin. And loadEntityConnectionColumns is the method that loads these column.

The list is being formed with an ESQ and you can try to change the filter condition for it in overriden mixin.

Kind regards,

Roman

11:56 Apr 07, 2022

Kind regards,

Roman

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Question

dashboard

Process - export a dashboard as pdf and send by email

Damien Collot

16:59 Apr 04, 2022

Hi,

We would like to send a dashboard, monthly as pdf per email with a process. Any ideas how this can be done ?

Cheers,

Damien

2 comments

Bogdan

17:07 Apr 04, 2022

Hello Damien,

Unfortunately, there is no such functionality in our system to export dashboards in PDF format.

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,

Bogdan

Fortunato Adrian

01:27 Oct 29, 2024

Hello Bogdan,

Are you planning to add the functionality to export dashboards or reports to PDF format?

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Question

fetch current date in JS