Sales_Creatio | Community Creatio

12:09 Jun 01, 2022

I have the popup add-on installed from marketplace. I've used it in the past often, but it stopped working in our current instance about a week ago. I don't have popup blocker on the browser.

I had tried uninstalling and reinstalling previously but this wiped all the business processes that had it in place. I cannot rebuild it all again- is there any way to troubleshoot this?

https://marketplace.creatio.com/template/popup-element-business-process…

2 comments

Valery

22:26 Jul 14, 2022

Hi, Susan,

I have the same issue. Did your troubleshooting successful?

Eugene Vorobiov

13:00 Jul 20, 2022

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.

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Sales_Creatio

7.16

How to setup new Printable in Invoice section ?

Selva

09:07 May 30, 2022

I have setup new printable in the lookups. Created all the files and format.

How to see the new template in the Invoice -> VIEW section. The one I created newly is not listed here.

2 comments

Sourav Kumar Samal

07:53 May 31, 2022

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

Selva

08:20 May 31, 2022

Sourav Kumar Samal,

Thank you very much, I will try the same

Thanks,

Selva

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Disable New email account button

Massimiliano Mazzacurati

13:19 May 16, 2022

I need to allow only some authorized users to add new email accounts.

I didn't find any feature or operation permission that could allow mailbox creation only to certain users or groups. I only found something regarding managing shared mailboxes.

How can it be done?

Thanks

3 comments

Anastasiia Zhuravel

13:09 May 17, 2022

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

Massimiliano Mazzacurati

16:35 May 17, 2022

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

Anastasiia Lazurenko

22:48 May 17, 2022

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

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Sales_Creatio

7.16

Unable to run the process

Selva

08:39 May 16, 2022

Hi All,

There is a business process created to send the renewal emails.

The process failed in the last step due to email account issue.

We fixed and trying to run the process (just the last step ) - please find the screenshot.

When I select the step and click on 'Run item' , there is no progress. Not doing anything actually.

Is this due to permission issue ? I have system admin access.

Do I need to login as 'supervisor' , the process owner is supervisor.

thanks,

Selva

2 comments

Cherednichenko Nikita

12:49 May 17, 2022

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.

Selva

02:24 May 19, 2022

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.

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Sales_Creatio

7.16

Monthly renewal emails not sent

Selva

03:49 May 16, 2022

The monthly renewal emails not sent from Creatio CRM.

The 'Email' step in the process library fails with the below error.

Microsoft.Exchange.WebServices.Data.ServiceRequestException: The request failed. The remote server returned an error: (401) Unauthorized. ---> System.Net.WebException: The remote server returned an error: (401) Unauthorized.

Code used in the business process :

---------------------------------------------------

var invoiceId = Get("CreatedInvoiceId");

var userConnection = Get("UserConnection");

//Terrasoft.Configuration.AimCreateMonthlyInvoiceJob.SendEmail(context.UserConnection, invId);

Terrasoft.Configuration.AimCreateMonthlyInvoiceJob.SendEmail(userConnection, invoiceId);

return true;

3 comments

Kate Karpik

18:36 May 16, 2022

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

Selva

04:07 May 17, 2022

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 ?

Kate Karpik

16:41 May 17, 2022

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

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Translation_Actualization

Sales_Creatio

7.18

Missing French translation on account client cards in opportunities and leads

Damien Collot

16:21 May 12, 2022

Hi,

on an opportunity or lead, when selecting the "client" as an account, "primary phone" is not translated in French on the client card - still shows "Primary phone", although lookup is already set as "Téléphone principal", and shows as such on main account page.

Cheers,

Damien

2 comments

Best reply

Oleg Drobina

16:37 May 15, 2022

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

Oleg Drobina

16:37 May 15, 2022

Hi Damien,

Best regards,

Oscar

Damien Collot

16:13 May 27, 2022

Add comment

Oscar Dylan,

Thanks it worked like a charm :)

Damien

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Sales_Creatio

7.18

Validation check during Data Import

Sarika Sharma

07:55 May 10, 2022

Hi Team,

I need a solution where all the validations applied on the edit page code of the section are checked while data is imported into the system so as to restrict the invalid data in fields to create new record in the section.

Kindly help me achieve this.

Best Regards,

Sarika

4 comments

Mira Dmitruk

09:19 May 10, 2022

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

Sarika Sharma

09:50 May 10, 2022

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?

Ryan Farley

19:34 May 10, 2022

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 =&gt; x.Name == "UsrDACBenefitTerm"))
            {
                if (entity.GetTypedColumnValue&lt;int&gt;("UsrDACBenefitTerm") &gt; 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

Sarika Sharma

06:40 May 11, 2022

Hi Ryan,

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

Best regards,

Sarika

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ExcelReportBuilder

Sales_Creatio

7.18

Installation Issues with ExcelReportBuilder

Mary P D'Arrigo

00:44 May 10, 2022

We have previously installed the ExcelReports add-on. Apparently we had an issue with the installation.

Then we build a custom package to deploy our many customizations.

To get the installation to work correctly, the IntExcelReportSection client module had to be added to our custom package.

Now I am unable to install the latest version of the ExcelReports add-on because of the following errors

2022-05-09 23:47:33,681 Data "SysModuleEdit_SysModuleEditManager_4efd452f42e04729bcb1e28f5821567b" from package "IntExcelExport" installed
2022-05-09 23:47:33,713 Compiling configuration dll
2022-05-09 23:48:29,266 Errors and (or) warnings occurred while compiling configuration dll
2022-05-09 23:48:29,266 Autogenerated\Src\IntReportHelper.IntExcelExport.cs(84,49) error CS0433: The type 'ExcelPackage' exists in both 'EPPlus, Version=4.1.0.0, Culture=neutral, PublicKeyToken=ea159fdaa78159a1' and 'EPPlus, Version=4.5.3.2, Culture=neutral, PublicKeyToken=ea159fdaa78159a1'
2022-05-09 23:48:29,266 Autogenerated\Src\IntReportHelper.IntExcelExport.cs(273,31) error CS0433: The type 'ExcelWorksheet' exists in both 'EPPlus, Version=4.1.0.0, Culture=neutral, PublicKeyToken=ea159fdaa78159a1' and 'EPPlus, Version=4.5.3.2, Culture=neutral, PublicKeyToken=ea159fdaa78159a1'
2022-05-09 23:48:29,266 Autogenerated\Src\IntReportHelper.IntExcelExport.cs(84,11) error CS0433: The type 'ExcelWorksheet' exists in both 'EPPlus, Version=4.1.0.0, Culture=neutral, PublicKeyToken=ea159fdaa78159a1' and 'EPPlus, Version=4.5.3.2, Culture=neutral, PublicKeyToken=ea159fdaa78159a1'
2022-05-09 23:48:29,266 Autogenerated\Src\IntReportHelper.IntExcelExport.cs(110,11) error CS0433: The type 'ExcelWorksheet' exists in both 'EPPlus, Version=4.1.0.0, Culture=neutral, PublicKeyToken=ea159fdaa78159a1' and 'EPPlus, Version=4.5.3.2, Culture=neutral, PublicKeyToken=ea159fdaa78159a1'
2022-05-09 23:48:29,266 Autogenerated\Src\IntReportHelper.IntExcelExport.cs(110,54) error CS0433: The type 'ExcelPackage' exists in both 'EPPlus, Version=4.1.0.0, Culture=neutral, PublicKeyToken=ea159fdaa78159a1' and 'EPPlus, Version=4.5.3.2, Culture=neutral, PublicKeyToken=ea159fdaa78159a1'
2022-05-09 23:48:29,266 C:\Program Files\dotnet\sdk\3.1.301\Microsoft.Common.CurrentVersion.targets(2081,5) warning MSB3243: No way to resolve conflict between "EPPlus, Version=4.5.3.2, Culture=neutral, PublicKeyToken=ea159fdaa78159a1" and "EPPlus, Version=4.1.0.0, Culture=neutral, PublicKeyToken=ea159fdaa78159a1". Choosing "EPPlus, Version=4.5.3.2, Culture=neutral, PublicKeyToken=ea159fdaa78159a1" arbitrarily.

Looking for some advice on how to successfully uninstall and reinstall this add-on. We're very interested in using this.

2 comments

Mary P D'Arrigo

17:19 May 12, 2022

As an update, I was able to uninstall the ExcelReports through the Installed Applications utility, but when I tried to uninstall the Excel Reports built in 2019 (see attached screenshots) I get an error that the package cannot be deleted because "Unable to delete the "IntExcelExport" package as it has dependent package "Beable_Customization"

See note above how we had to add the IntExcelReportSection client module to our custom package to get the package to compile (not sure why).

We deleted that component from our Beable_Customization package. I don't know what other component of the IntExcelReport package may be dependent/has a dependancy on the Beable_customization package.

Eugene Vorobiov

10:13 May 24, 2022

Hi Mary!

Regarding the first error, I recommend checking the EPPlus library.

It must be only in one package. You have to delete it from another one.

Regarding package relations. Please, recheck the dependence of "Beable_Customization" package. It could be connected to the "IntExcelExport" package (see an example in the attachment).

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Unable to send date updates to Creatio

Jerry Holt

12:08 May 08, 2022

Has anyone been successful using the CreatioSDK in sending date updates via either InsertQuery or UpdateQuery?

I've tried sending dates in all the following formats but all result in an error:

yyyy-MM-dd

yyyy-MM-ddTHH:mm:ss

yyyy-MM-ddTHH:mm:ss.fff

yyyy-MM-ddTHH:mm:ss.fffffffZ

M/d/yyyy

d/M/yyyy

dd/MM/yyyy

The dates I'm trying to send are defined as DataValueType.Date and I've tried specifying that in the Update/InsertQuery and in desperation also tried specifying as DataValueType.DateTime.

If I omit dates from the Insert/Update queries the updates are successful.

I can successfully enter dates in the records I'm trying to update via the Creatio UI.

Here's an example of a stripped down InsertQuery request, including the DueDate column causes an error 500, if excluded the insert is successful:

{

"QueryId": null,

"QueryKind": 0,

"ColumnValues": {

"Items": {

"Title": {

"ExpressionType": 2,

"IsBlock": false,

"ColumnPath": null,

"Parameter": {

"DataValueType": 1,

"Value": "Test SDK Three",

"ArrayValue": null,

"ShouldSkipConvertion": false

},

"FunctionType": 0,

"MacrosType": 0,

"FunctionArgument": null,

"FunctionArguments": null,

"DateDiffInterval": 0,

"DatePartType": 0,

"AggregationType": 0,

"AggregationEvalType": 0,

"SubFilters": null,

"ArithmeticOperation": 0,

"LeftArithmeticOperand": null,

"RightArithmeticOperand": null

},

"Contact": {

"ExpressionType": 2,

"IsBlock": false,

"ColumnPath": null,

"Parameter": {

"DataValueType": 0,

"Value": "fede06a3-1270-4464-8049-c7afb144a018",

"ArrayValue": null,

"ShouldSkipConvertion": false

},

"FunctionType": 0,

"MacrosType": 0,

"FunctionArgument": null,

"FunctionArguments": null,

"DateDiffInterval": 0,

"DatePartType": 0,

"AggregationType": 0,

"AggregationEvalType": 0,

"SubFilters": null,

"ArithmeticOperation": 0,

"LeftArithmeticOperand": null,

"RightArithmeticOperand": null

},

"DueDate": {

"ExpressionType": 2,

"IsBlock": false,

"ColumnPath": null,

"Parameter": {

"DataValueType": 8,

"Value": "2022-05-28",

"ArrayValue": null,

"ShouldSkipConvertion": false

},

"FunctionType": 0,

"MacrosType": 0,

"FunctionArgument": null,

"FunctionArguments": null,

"DateDiffInterval": 0,

"DatePartType": 0,

"AggregationType": 0,

"AggregationEvalType": 0,

"SubFilters": null,

"ArithmeticOperation": 0,

"LeftArithmeticOperand": null,

"RightArithmeticOperand": null

},

"Amount": {

"ExpressionType": 2,

"IsBlock": false,

"ColumnPath": null,

"Parameter": {

"DataValueType": 5,

"Value": 6718.35,

"ArrayValue": null,

"ShouldSkipConvertion": false

},

"FunctionType": 0,

"MacrosType": 0,

"FunctionArgument": null,

"FunctionArguments": null,

"DateDiffInterval": 0,

"DatePartType": 0,

"AggregationType": 0,

"AggregationEvalType": 0,

"SubFilters": null,

"ArithmeticOperation": 0,

"LeftArithmeticOperand": null,

"RightArithmeticOperand": null

},

"Budget": {

"ExpressionType": 2,

"IsBlock": false,

"ColumnPath": null,

"Parameter": {

"DataValueType": 5,

"Value": 0.0,

"ArrayValue": null,

"ShouldSkipConvertion": false

},

"FunctionType": 0,

"MacrosType": 0,

"FunctionArgument": null,

"FunctionArguments": null,

"DateDiffInterval": 0,

"DatePartType": 0,

"AggregationType": 0,

"AggregationEvalType": 0,

"SubFilters": null,

"ArithmeticOperation": 0,

"LeftArithmeticOperand": null,

"RightArithmeticOperand": null

}

}

},

"RootSchemaName": "Opportunity",

"IncludeProcessExecutionData": false

}

1 comments

Best reply

Roman Brown

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

Roman Brown

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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Custom columns not displayed in the process designer

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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