Hello, 

Please check whether you are adding a new lookup through the Section Wizard in a proper way. 

While adding a new lookup column to the page you can choose a "Data source": existing lookup or a new one.

You can proceed with creating a new lookup in a following way:

All the changes should be first saved through the Section Wizard, once done you can find a newly created lookup in Lookup section:

To be able to find the newly created lookup in the Configuration section, please check whether there are no additional filters:

Alternatively, you can first create a new lookup based on the need object and only after that proceed with adding a new lookup column to the needed section through the Section Wizard based on the already existing lookup.

Hope this clarifies!

Best regards,

Anastasiia 

I actually created it in the proper way thru the Section Wizard to avoid any complications but it appears to have created the object but not the lookup, so I went to lookups and created a new lookup using the created object (found it in the Configuration section).

So the problem is resolved :)

Edo Sagron,

Thank you for the update! 

Please do not hesitate to contact us in case of any additional questions. :)



Best regards,

Anastasiia 

Hello Mansoor,

Thank you for your question!

Please, contact our support team via email support@creatio.com so that we could assist you better on this matter.

Kind regards,

Anastasiia

Hello Yuriy,



I'm not sure what your question about is.

Are you not able to fill the field in the communication options detail? 



Best regards,

Bogdan

Bogdan,

How does a communication option connects to address? I think it's a different thing

Yuriy Konstantinov,

please check if the addresses of the 18 accounts are marked as primary. Only those addresses will be synced to the respective account fields.

BR,

Robert

Hi Akshit, 

We don't have practical examples hiding "+" on the detail based on conditions, alternatively I can suggest you to use “isDetailEnabled” function. So you can set up enable/disable detail due to your business logic.

Please check out these posts to get more details on how to use this function: 

https://community.creatio.com/questions/block-details-based-condition

https://academy.creatio.com/docs/developer/elements_and_components/inte…

Best Regards, 

Bogdan L.

Hi Mary,

The synchronization period is the period of time for which we collect activities. 

When requesting integration, we pass the date from which we need to take activities. 

Here you can check more information: 

https://academy.creatio.com/docs/user/setup_and_administration/base_int…

https://academy.creatio.com/documents/administration/7-16/how-synchroni…

https://academy.creatio.com/documents/technic-sdk/7-16/creatio-synchron…

Best Regards, 

Bogdan L.

Bogdan Lesyk,

My page doesn't look like what you showed. My options look like this

Mary P D'Arrigo,

I should also mention that even though we have a window set for a month, events that occur outside of that month (scheduled for 6/20/2022 as of 10/7/2021) are still showing up on the person's calendar. I'm just trying to understand the difference between the time period in my version of the synchronization period configuration.

Mary P D'Arrigo,

The main  difference between the time period in your version and the synchronization period in configuration it's just the new UI in latest versions of application. 

The logic still the same - just option to choose the date has changed.

Best Regards, 

Bogdan L.

Bogdan Lesyk,

But you still have not answered my question. We see events scheduled for 5 months from now being sync'd to the user's calendar even though the synchronization period is only set to 1 month.

Hello George,

I have an article on how to remove the icons from the Actions Dashboard here https://customerfx.com/article/removing-the-facebook-whatsapp-or-telegr…

Ryan

This worked perfectly! Thanks so much for your assistance.

Hello Jeffrey,

Hope you're doing well.

No, it's not necessary to populate the Account field. It seems you didn't set the field mapping correctly, so the Contact wasn't added as expected. Please try to import the Activity records using the mapping settings. For example:

configure the column values in the Excel file:

choose the Activity object as a target object:

match the needed columns:

and perform the import (using or noty using the duplicate checking, it depends on your business task).

As a result, the needed record was imported and it's also viewable from the connected contact:

Also you can find more information and examples of import/export in the articles below:

• https://academy.creatio.com/docs/user/platform_basics/business_data/exc…
• https://academy.creatio.com/docs/user/setup_and_administration/user_and…
• https://academy.creatio.com/docs/user/platform_basics/business_data/exc…

Best regards,

Roman

+1 on this idea , including custom ficsal quarters, maybe to set at system level ?

Hello,

Unfortunately, this logic is deeply integrated in the code and to change it correctly you would need to rewrite a lot of it.

We do not recommend doing it since it might break much of the base functionality. 

Best regards,

Max.

Max,

quite disappointing, being a OOTB functionnality in a couple other major CRMs ...  hope you change your mind in further updates!



KR,



Damien

Really surprised that this is not included. This is pretty much mandatory functionality for any business that wants to use the dashboards. 

We have the same issue at my company: We need to review fiscal quarters, not calendar quarters. It is a management nightmare to change hundreds of widgets on multiple dashboards to custom dates, 4 times a year! 

Have the product dev team revisited this feature? This is a very useful and widely wanted feature.

rob dobbs,

Unfortunately, we do not have the opportunity to customize those filters because the realization of this functionality is in the core code base.

The new behavior will be implemented in future releases with 8.x new filters.

As a workaround, I suggest adding a column in which you will set or calculate the fiscal quarter by business process and another column for the fiscal year and filter based on these columns. However, it is a complicated solution and requires adding those columns to every object that needs this filtration.

If you want to remove it completely:

1) Make sure your package has Samarasoft.SqlConsole as a dependency (or add this in Custom package)

2) Create a replacing view model and select parent "SystemDesigner"

3) Add this code:

define("SystemDesigner", [], function() {
	return {
		diff: [
			{
				"operation": "remove",
				"name": "SqlConsoleLink"
			}
		]
	};
});

If you want to only show it for the Supervisor user, do steps 1 & 2 above, but use this code instead:

define("SystemDesigner", [], function() {
	return {
		attributes: {
			"IsSqlConsoleVisible": {
				dataValueType: Terrasoft.DataValueType.BOOLEAN
			}
		},
		methods: {
			init: function() {
				this.callParent(arguments);
				this.set("IsSqlConsoleVisible", 
					Terrasoft.SysValue.CURRENT_USER_CONTACT.displayValue === "Supervisor"
				);
			}
		},
		diff: [
			{
				"operation": "merge",
				"name": "SqlConsoleLink",
				"values": {
					"visible": { "bindTo": "IsSqlConsoleVisible" }
				}
			}
		]
	};
});

Ryan

Hello Shivani,

Basically we don't have such functionality in our system. Alternatively, you can read the body of the letter that arrived (if it is available in the process) and, through the parameters, throw it into a new letter. It's essentially just working with parameters. 

Please also note that our core R&D department has a suggestion registered on their side to make possible send an email in single thread via business process in further releases. 

Thanks for the great idea!

Regards, 

Bogdan L.