Hi,

I'm trying to install add-on from Marketplace (https://marketplace.creatio.com/app/word-pdf-attachment-converter-creatio), but an error occurse in the process of instalation:

2022-03-23 15:20:14,091 Errors and (or) warnings occurred while compiling configuration dll

2022-03-23 15:20:14,091 Autogenerated\Src\GlbAsposePDFHelper.GlbWordToPdfConverter.cs(5,8) error CS0246: The type or namespace name 'Aspose' could not be found (are you missing a using directive or an assembly reference?)

 

Please suggest how solve this issue. Detailed log file is attached.

 

Thanks!

 

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Hi,

 

The add-on is only compatible with Creatio 7.15.0 and earlier. We recommend using the following add-on instead: https://marketplace.creatio.com/app/asposepdf-connector-creatio.

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Hello!

 

I have a question regarding system operation permissions. My goal is to find out if the current user has a specific operation permission. In order to do that within a business process, I've used the template from the marketplace with success. I'd like to do the same in client-code, for example in the Javascript code of an object page – ultimately I want to show some specific buttons only if the current user has specific operation permissions.

 

How can I achieve this?

 

Kind regards

Kai

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Best reply

Hi Kai, 



you can use such code in onEntityInitialized method

RightUtilities.checkCanExecuteOperation({operation: "UsrYourOperationPermission"}, function(result) {
		this.set("UsrYourAttribute", result);
}, this);

Then use this Attribute in Business rules or anywhere else.



And use "RightUtilities" in page definition as well:

 

define("OpportunityPageV2", [ "RightUtilities"], function(RightUtilities) {...

Kind regards,

Vladimir

Hi Kai, 



you can use such code in onEntityInitialized method

RightUtilities.checkCanExecuteOperation({operation: "UsrYourOperationPermission"}, function(result) {
		this.set("UsrYourAttribute", result);
}, this);

Then use this Attribute in Business rules or anywhere else.



And use "RightUtilities" in page definition as well:

 

define("OpportunityPageV2", [ "RightUtilities"], function(RightUtilities) {...

Kind regards,

Vladimir

Vladimir Sokolov,

Great, thank you!

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How to make a user access business processes without the ability to change anything?

 

The user should be able to view the settings of the process elements and flows, but not edit.

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How would it be possible to save 'Connected to' schema as image or pdf? We need to save versions of Account relationship for history

 

Thank you!

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Just an idea, if you can get html2canvas to work as a module in Creatio, it can save part of the rendered HTML as an image. See https://html2canvas.hertzen.com

It's easy enough to use, something like

html2canvas(#divOfConnectedToElement).then((canvas) => {
    const base64image = canvas.toDataURL("image/png");
    window.location.href = base64image;
    // you could pass the bytes to a configuration service to save 
    // as attachment or use FileApiService
});

However, you'd likely need to wrap the html2canvas up in a module to use.

Ryan

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Hello,

We use 'Data binding tool for Creatio' to bind lookups and other data to their 'data package'.

And when we bind data, the tool offers to choose one of packages. By unknown reason there are also 3rd party packages offered. And it is possible accidentally to bind data to them and not possible to delete from such packages after.

What is the filtration condition to display/hide packages in this tool?

 

Thank you!

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Hello community

 

Is there an option to copy a DCM process?

 

I need to build a process, very similar to one I already developed.

If I could somehow duplicate my process, a lot of work will be saved.

 

Thanks

 

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Hi it would be great to be able to group series by trimester.



For example if we want to compare signed opportunities by quarter, either we have to create 4 tables at the moment with filters on specific dates (need to rework the dashboard each year), or make due with visualization of 3 months. But we would like to group per quarter for the whole year and compare par current versus last year.



Also, in the visualization, could we have months in text and not numbers ?



(January, February, etc... instead of 1, 2, ...)



3 comments

Hello 

 

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.  

 

Thank you for helping us to improve our product. 

 

Best regards,

Bogdan

Ditto - we have the same need to be able to report quarterly results ie.  Sales Sold by Quarter by Sales Manager

 

Hi Team !



Do you have any idea on planned availability ? :)



Cheers,



Damien

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Hi,

Q:   IS Creatio custom web service DDOS safe ?



In other words:   If I create a custom web service (Anonymous) for integration with external systems (of course with basic security logic to identify the source which is accessing my endpoint), Is creatio DDoS Safe? Or in this case i should use application firewall (like cloudflare) infront of creatio ?

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Hello 

 

As i was strugle on this issue and finaly figure this out... i belive that this will be helpfull for others...

 

We have 3 currencies that involve on our process.

US Dollar, ILS - Israel Shekel, and ERU

we neede to translate the relevant currency from 1$ into 3.2 ILS (3.2 as the current rate)

when we try to approach the currency table - the Rate field was 0.0

when we try to approach the Currency Rate Table - the Rate field showed unreasonble number.

 

so... we checked and we didn't understand why and what. and eventualy, with a GREAT help of creatio represntative, we got this solution:

 

Preparations:

1. setup the base currency to our currency - in our case is ILS

2. setup the other currencies as follows.

    example - US Dollar:   setup the Ratio = 1000,  setup the rate value to = 3289.000 (in case the 1$=3.289 ILS)

What happened on the back end is that the Currency Rate table is getting the values from this update, and setup the field "Rate" into 304.000 (in that case)

when we want to setup a calculation that uses this rate - whats needed to be done is:

A = get the ratio number from the relevant currency, from the currency lookup table.

B = get the Exchange Rate from the Currency Rate table, for this specific currency.

and do this math:  A/B   >>> and the result will give you the correct rate !

in this example the rate will be:   1000/304  =  3.289   (1000=Ratio from currency table, 304=Exchange Rate from currency rate)

 

Then we take the value from that result, and use it in the process.

actualy - when i come to think about it - we need to do this process in the currency table, and save this value for all uses... 

 

If someone has bump into this issue and would like to share her/his opinion... i will be happy to see... maybe we did it all so complex for no reason ... but it works :-) 

 

Thanks 

 

 

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Julius,

Thanks, I actually saw that article. i am not sure whether we need to integrate to this site of the the central bank in Israel... 

 

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Hi Creatio community,

 

I am using Creatio sale. I want to ask that How can I manage my Sale teams KPI on Creatio sale?

 

For example: 

- I can set up the Target KPI to my Sale team members such as: Number of Call, Message, Mails; Revenue

- I can control the KPIs of my team members by seeing how each person has performed

 

Please help me on that

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Hi there,

 

Thank you for your question,

 

To control KPI of each member, we would recommend using Dashboards. With it, you display the results of each member of your team. More information you can find in the article here.

 

As for target KPI, at the moment there is no corresponding functionality to setup constant numbers in Dashboard section. Our R&D team works on implementing such tool in future releases.

 

As for now, we would recommend using Gauge dashboard to set up KPI requirements.

 

Please let us know if any additional questions arise!

 

Best regards,

Anastasiia 

 

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