Such situation can occur if this user does not have access to dashboards editing. To grant him access, double-check the operation permissions for Analytics setup and Dashboard object permissions (both operation & record) as well. It should resolve the issue.
But, we don't want to give the complete Dashboard access to the a user/role. If we do add the user/role in operation permissions for Analytics setup and Dashboard object permissions (both operation & record). By default the user/role will have access to all the tabs present in the Dashboard.
We want to restrict a user/role to a certain tab only not to add and then remove access from the remaining tab
Or create a new Dashboard based on the roles/users.
Is there a way in general Dashboard, i create a tab/use the old tab as shown in the above screenshot and give access to a user and when the user logs in can view/edit only that tab not the rest of the tabs?
By a default the Dashboard object permissions are set as on the attached screenshot:
So this way All employees can edit all the dashboards and it will be enough to "Set up the access rights" for a specific dashboard to prevent All employees from editing this dashboard or grand Edit permission for a specific user.
However, in case the operation permissions will be removed (not granted for a specific user/role) the user will not be able to Edit the dashboard even if he is added to "Set us access rights" of a specific dashboard.
I would advise you to set the Dashboard object permissions as mentioned and in case you need to restrict access to the dashboard for a specific role/user simply configure the "Set up the access rights" for a specific dashboard.
However when creating a zap between LinkedIn and Creatio, only some Creatio fields are visible. - We cannot see / connect in Zapier to all the fields we know are in fact within Creatio.
Example:
In Creatio we have a name field. We can see this in Zapier
In Creatio, we have social media field. However we cannot see this connection in Zapier
How can we alter the Zappier connection to see all fields we have in Creatio?
The Zapier connector only lets you integrate out-of-the-box fields of Accounts and Contacts sections. The 'Social media' field is not available in base Creatio products.
Is there any work around. All we want to do is to have a field to
1) categorise the lead, Facebook, LinkedIn etc. for easy filtering and reporting in Creatio
2) have a field capture a profile
Two fields. Currently Zapier ONLY lets us-name, job title, phone, email, notes and account. (notes is already used). I am sure there are more out of box fields, but Zapier is not letting us see these. see Any suggestions?
What I have done is create my own webhook. I wire up the webhook as the receiver of the zap in Zapier and the webhook uses OData to pass the data along to Creatio. It's a pain, especially since you have the host the webhook somewhere, but at least you can make it work with any object & columns in Creatio.
Hi Ivan, Its a great connector, as feedback for development it will certainly be significant help to the connector 'connect' to more than name, email, phone and notes etc. Personally, I propose the connector, connects in addition =>, 'lead source', from out of the box OR can see and identify the customer created fields. Any further fields that allows easy filtering. Thanks for help.
This is to inform you that the Creatio Marketplace has a new version of the Zapier connector. This updated connector provides the ability to create workflows with any columns of Creatio sections and details.
There is no place to see that in Creatio. But you can use SQL script that shows the size of all tables in the database, so you can see the size of AccoutnFile, ContactFile, OpportunityFile tables and so on.
SELECT
t.Name AS TableName,
s.Name AS SchemaName,
p.Rows AS RowCounts,
SUM(a.total_pages) * 8 AS TotalSpaceKB,
SUM(a.used_pages) * 8 AS UsedSpaceKB,
(SUM(a.total_pages) - SUM(a.used_pages)) * 8 AS UnusedSpaceKB
FROM
sys.tables t
INNER JOIN sys.indexes i ON t.object_id = i.object_id
INNER JOIN sys.partitions p ON i.object_id = p.object_id AND i.index_id = p.index_id
INNER JOIN sys.allocation_units a ON p.partition_id = a.container_id
LEFT OUTER JOIN sys.schemas s ON t.schema_id = s.schema_id
You are correct. The most likely cause of the error is the Excel template itself. Please create a similar report without a template. Download the report and use the file as a basis for the template. Add one worksheet at a time to the file and test it.
Hi, I am using the cloud trial version of sales enterprise Creatio. I am getting this compilation error every time I compile my instance. On rare occasions it gets complied successfully. The same is true when I try to publish objects etc. Why is this error frequent and how do I rectify it ?
PS: The path mentioned in the error screenshot doesn't exist in my PC. Hence I assume the path is a part of Creatio cloud side and the error too.
The error usually appears if the system compilation is started by 2 or more users at the same time. One more scenario is when the compilation is still running and another compilation is started and not finished. Most likely this happens in your case.
You need to wait till the process is finished. The directory from the error message comes from application server and means that the static content is still generated there.
It might take more time than usual with trial\demo instances since they do not have much resources to finish the process faster.
We are trying to create a campaign and for that campaign when we try to add a flow.
In the flow, we have added “Add Data” for object “activity” as showed in the screenshot
When we click on the column values to set option, a list of fields are displayed but unfortunately “Contact” field is not available.
As activity is OOTB created object, by default it does contain contact and account fields but we are not sure on why it is not being listed in the dialog box
Any object created by the campaign (e.g. activity) is automatically connected to the contact entity via business logic of the campaign. There's no need to connect it manually.
In our Creatio CRM we have a number of email templates that display numbers related to currencies and other values. Our client has requested a specific format that requires to have certain thousand separator (10,000,000.00).
We haven't found any way to specify format in the email macros. Does anyone know of a way to achieve this in an email template?
The macros take the actual value in the database. If you have 10,000,000.00 on UI, in the db you will have 10000000.00. That's why macro value has no separators. Currently it is not possible to add comma separators in macros. We have active task in our backlog to implement this logic for macros as well, but it will be available in future application versions.
My requirement is to run a scheduler job on monthly basis, Which would retrieve all employee and then group by a specific conditions and do some calculations and update them.
To do calculation we need to retrieve the few more objects.
So that we can do this using C# in console application i can run in task scheduler as i am using OnPremise Creatio CRM.
To run this action once per month a business process with a timer can be created that will create a scheduler task. And then you can either add a script task to the process, or use read data and read a collection of records or implement any other logic required.
it is not possible out-of-the-box. However, there are some (paid) marketplace add-ons that enable you to do this.
Another way would be to programmatically add the functionality on your own, but you will need some SMS gateway to send the messages, which will usually cost something.
