Hello,

 

We start using Creatio une v7.18 but we are now one the v8.0.1.

We are using few pivot table on our dashboard. We'd liked to rebuild them on the new UI, but ... I can't find a way to do a pivot.

Is it still possible to make a pivot in the new Freedom UI app ?

If not, is it planned in the future ? (when ?)

 

Thanks ! :)

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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.

Do we Have Pivot Tables now

Any news on Pivot tables in Freedom?

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Hello !

 

Is it possible to use a business rules to hide some elements in section based on the language of the current user ?

 

For exemple, if my user is log in english I'd like to hide some details block.

 

Thanks :)

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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

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Dear mates,

We are facing a problem since we are using Creatio (2019).

Occasionally, while in use, Creatio stays loading and becomes unresponsive.

If we open a new tab Creatio remains inaccessible.

We have to close the browser and reopen it to be able to access it again.

Currently we are using Chrome but the problem also happened with Firefox.

Do you also encounter this problem ?

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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

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Hi Team,

 

I need help in automatic mapping of excel file fields with the creatio fields for the scenario as follows:

 

The fields of section are mapped while import if the titles of fields are same in both excel and creatio instance section. But in the case of linked fields, we have to manually map the fields. How can this mapping process be automated?

 

 

The field settlement party got mapped automatically as the field title is same in excel and in creatio. However, in case of the Risk Location, the field is in another section which is linked through the Claim ID lookup. Hence, had to be mapped manually.

 

please suggest a solution for how risk location can also be mapped automatically without user intervention.

 

Best Regards,

 

Sarika

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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

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Hi there,

I received a file from creatio to install to the system.

 

Where do I find install it?

 

Thanks

Jeremy

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Hello,

 

Could you please specify what kind of file you received?

 

Regards,

Mira

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HI,

I've installed the field module app and configured "rules" & "actions".

Now I need to add a new "visit" activity with actions rule that I defined using a business process. I successfully created such record, BUT I can't find the way how to define the actions ("Actions - Visit" detail) when I'm creating the record in the business  process.



Any Idea?

 

Thanks,

Eran.

 

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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.

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Hi all, 

Where can I add a template for future use in Data Import section

 

Thank you

File attachments
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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

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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

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Hi All,

I have created a new printable for monthly renewals.

I need to add due date(7 days from the issue date) just next to the issue data, Please find the screenshot below.

I don't need this due date to be stored in DB or Creatio UI. I just need it in the invoice copy.

Please let me know how to get this done.

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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

 

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Hello Community!

 

Is there a way in business processes to read the values of a record before the update actually happened?

I know that I could use EventListener, but I'm trying to solve this with a No-/LowCode approach, if possible.

 

Thanks for any hints and best regards,

Robert

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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!

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