Have you looked in here?

keith schmitt,

Yes, in both - Incoming and Outgoing 

Hello,

Please note that it should synchronize the emails sent from Gmail and something must just not work right. It's better if you register a case for our support team and describe the problem there, as we will need to check the issue more closely and it can't be resolved here on Community.

Best regards,

Mira

Hello,

How is your mailbox configured ?

Did you synchronize the whole email box or only a specific folder ?

Furthermore, is the Exchange Listener micro-service running ?

Are you on a Creatio cloud instance or On-Premise instance ?

Thanks for the clarifications.

Jonathan

Hello! Thank you for your questions



Probably, I've described my case not so precisely.



Our managers sometimes send emails from Creatio. In this case everything works fine - they see these emails in both places - in Creatio and Gmail (as sent items)



But sometimes they send emails to Customer directly from their Gmail (not from Creatio). So, our task is to get these emails as Outgoing to Creatio as well.  



We have configured as standard Gmail mailbox.

We synchornize the whole email box. Also tested to work with specific folder - have the same result.

This is in both - Creatio cloud and On-premise.

I am afraid, this is standard functionality, so I am looking for option to improve it.

Thank you!

Hi Keith



The tabs buttons are designed to show UI elements to make a quick action.

If the custom action you're building needs user input (text, date, etc ..), you can create a custom PublisherModule based on CallMessagePublisherModule.



Or, you can build a custom button like the Playbook button to run the action.



I hope this helps!



Thank you

Mohamed

Hello Selva,

Could you please let me know if you performed a full system source code generation and compilation before installing the package? 

If you didn't, please run it and try to save the schema again.

Kalymbet Anastasia,

Thanks for your reply,

We have not done any compilation. Generally we open the section wizard and make the required changes and save it. It works in most if the cases. Also, we are not installing any package here .

If full system source code generation and compilation required - Please let me know where to find the steps to perform this ?

Maybe you could create a single column in Creatio to store order number + date, then in the Excel file use a formula to append the values together and map that value to link to the order? 

Ryan

Hello Alexander, 

when implementing autonumbering on the back-end, you can choose any action you want in the replacing object. 

In your case, instead of the default "Before record added", you can set the process to be triggered by the "After record saved" event.

Best regards,

Max.

Hi Max,



thank you very much for your reply. We tried it, but it wasn't possible. Could it be that the "Invoice" module in the original "Invoice" object blocks the creation of individual event BPs?

Alexander Lovenjak,

The original object should not block the creation of the event BP's.

Have you tried using the "Before record updated" event?

When an object is saved it basically sends an Update query to the database so this event should work properly.

Best regards,

Max.

Hi Max, thank you for your help. It seems, that there is a bug within the invoice object. Creatio consulting tries to find it. The event handling changes doesn't help.

Best regards

Alex

Hello,

Please be informed that the pre-configured page size cannot be changed, since it is not a mini-page or a pop-up and it works differently. It is a separate page from the main one and technically the user does not stay on the same page when a pre-configured page is opened.

Kind regards,

Mira

Dear Stefano,

Due to the basic logic, the last added email to the system is displayed on the "island"  on the left side.

This email, web, and phone are indicated in the contacts table in the email,  web, and phone fields.

There are two different tables  in the system with the following information:

1. For the contact: Communication option (ContactCommunication) and contact (Contact)

2. For the account: Communication option (AccountCommunication) and account (Account)

Let me explain to you the basic logic:

When you added the communication option for contact or account, it will be automatically transferred to the communication option detail.

 

The [IsCreatedBySynchronization] column is responsible for this process in the contact - a sign of synchronization for the "Means of communication" detail with the associated contact object, in a separate ContactCommunication table. If the value True is specified for the entries in this column, the mechanism works correctly.

 

Unfortunately, is not possible to disable the logic of automated email address updating when binding an email to the contact.

Best Regards,

Sergii 

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