Hello,

Can you please give some more examples or use cases of your task? 

Thank you.

Dean

Take a look at the Renewal template in the Creatio marketplace. I hope this helps.

Bumping this post

There is no way to streamlines sales communications in this crm, to my knowledge at least. Something similar would be a sequence created in hubspot. 

Hello Janhavi,

Hope you're doing well.

The notification you have received occurs at the database level and means that the database cannot update the table due to invalid constraints. If you look at what this constraint is and what it is referring to, you can find what it refers to (in your case it's an Activity object). It seems that the Activity object was changed or related objects were changed (like adding new columns, removing columns/obects, editing column names, etc.), and this could be the reason of the issue you have faced. In this case to solve the issue please try to update the database structure where it is needed or additionaly before that run the source code generation and compile the system ("Compile All" option):

Also you can find the needed relation for the mentioned in the norification constraint by running the next query:

SELECT * FROM information_schema.constraint_column_usage WHERE constraint_name = 'FK8k9PLTrOuC7utdecSZ0EIBziLQo';

Best regards,

Roman

Dear Kumar, 



Are you asking about the usual OOB advanced filter in the section? 

Just want to make sure that I understand your question correctly. 



Kind regards, 

Roman

Yes that is correct. Using the OOB, is there a way to do such query? I know, query for a lookup field with multiple values its possible. But how about non-lookup type fields, like string etc..

With non-lookup types it isn't possible with the out of the box filter tools as an IN operator. You'd have to rethink it and instead of an IN operator, you'd have to group several conditions together with OR - so instead of field1 in (Val1,Val2) you'd have field1 equals/contains Val1 OR field1 equals/contains Val2 (grouped together)

Oh, the challenge we have is, I have about 150+ values I need to do the query for.. Doing a OR grouped query is very tedious, isn't it? 

Is there any other better alternative? 

Kumar, 



Unfortunately, there are no other options to use the advanced filter with the mentioned conditions. 

However, we have an idea registered for our R&D team to add this functionality in future releases and we will add your request to the backlog so to increase the idea's priority. 



Kind regards, 

Roman

Dear Julien,

Try to contact the support team via support@creatio.com. It is necessary to have the access to the website to have and have a look at entire process. Most likely you linked some elements incorrectly, it is necessary to find the place. 

Regards,

Dean

Ibrahim, 

If i understood you correctly: 



1. The detail must be displayed on the page of return request and the user must be able to specify tickets from the current request on the detail. 



Add Lookup field "Returns" (in my case it's going to be "Account") to the object of your detail. In [Data Source -> Lookup] select "Returns"



Then, when you're adding the detail to the page please set following settings: 

2.- Set up the detail object: 

-The detail must inherit permissions from the return request. 



After you've added lookup column "Returns", scroll down to "Access Rights" and select "Returns" in the field( see screenshot, in my case the column looks  up Account section, so it's " account")



3. - The records on the detail must be deleted automatically if the request is deleted



Select your lookup column (in my case it's Account) and select "Delete objects from current object with this value. 

That way, when the return is deleted, all the tickets associated to that return will also be deleted 





Best Regards,

Yurii. 

Yurii Sokil,

thank you 

Hello,

It is necessary to use this filter to use this filter:

Regards,

Dean

Hello Gokul,

Hope you're doing well.

Please make sure you're using the Excel product that contains the latest updates. The next article can be useful for resolving the issue you have mentioned:

https://answers.microsoft.com/en-us/office/forum/office_2016-excel/file…

Also, in case the data are downloaded correctly these warnings can be ignorred.

Best regards,

Roman

Hello Julius, 



Such behavior doesn't occur on OOB version of the application. 

Please contact the support on support@creatio.com and provide us with the website address and business process name. 



Best regards, 

Yurii. 

 

Amritha, 



Judging by the screenshot of the process you've sent the element "Set up Access rights " is not connected to the process. Please make sure it's connected and try again. 

If the issue persists don't hesitate to reply to this message. 



Best regards, 

Yurii. 

Few questions ,

Who creates the activity ? Is it a admin or non Admin user ? 

If its non admin user then the above process will not work since the process owner would be a non admin role and in this case you may need to do some changes in the system settings for the user to give access. 

Let me know if this solves .

sethuraghav,

Thank you for the answer, it makes perfect sense. This may certainly be the case as well. 

Hello S Gokul Aditya, 



Could you please specify what exactly do you have problem with? 

Are you not able to find System Settings in the configuration? 

Are you able to find the Systems Settings but not able to change the values? 



Looking forward to your response. 

Best regards, 

Yurii. 

Hi Gokul. You can access system settings inside source code using the Terrasoft.Core.Configuration.SysSettings.GetValue method. Pls find below a code snippet - 

var settingName = "UsrMyCustomSetting";
var appConnection = HttpContext.Current.Application["AppConnection"] as AppConnection;
var settingVal = Terrasoft.Core.Configuration.SysSettings.GetValue<string>(appConnection.SystemUserConnection, settingName);

Alternatively, you can also use the UserConnection as against SystemUserConnection used above.



This question has been answered in this Community question already - 

https://community.creatio.com/questions/how-access-system-settings-client-side-and-server-side



The above code snippet is available here - https://customerfx.com/article/retrieving-and-setting-system-settings-in-client-side-and-server-side-code-in-bpmonline/

Thank you Shrikanth. I will check these links.