Hello Dominic,

It is actually simpler to do so.

You need to set the column as indexed in the object settings then save and publish the object.

After that you will be able to search for the column's value in the global search!

As for searching for objects I do not quite get what you mean. Could you please elaborate on this? Do you want to be able to search the objects themselves or just the records of objects?

Best regards,

Max.

Max,

So what I mean is that I'd like to show certain columns when I search something in the global search. Below is the custom object quote line but it only shows the quote id and the object that it belongs to. I'd like it to show more columns like it does when I search an account in global search as also shown below.

Like I said before I am able to add some columns to the account but only pre existing columns that came with base Creatio. So far I have been unable to add custom columns to this.

Dominic Fier,

There is no option to modify the global search results columns. It can only be done with the help of development. For example, if we are talking about basic sections, the required columns should be included in the diff section of the 'Object'SearchRowSchema of the Custom package. You can find some common topics on Creatio Community:

• MODIFY GLOBAL SEARCH RESULT
• RE-ORDER THE RESULT OF GLOBAL SEARCH BASED ON CREATED ON

If you need a specific consultation on the implementation of your custom logic, you can request this as part of a consultation service from your Success Manager.



The idea has already been registered for the R&D team to implement the possibility of the global search result view customization.

As for your question about adding custom columns to global search results. you can refer to my previous reply.

What you need to do is add a custom column. And check the "Indexed" column.

Then save and publish the object.

After that add the column to the page in section wizard and populate it.

Then you can search for this value in the global search.

Best regards,

Max.

Adding custom objects to the global search can easily be done with clicking the Indexing for full-text search checkbox on the section wizard

https://i.imgur.com/IblfqJ4.png

Chani Karel,

Do you have any idea how to do the same thing for details not section objects?

Hello Guido,

By default, Creatio doesn't support the Power BI dashboards. However, they can be added as Web Page-type dashboards, as a workaround.



 In your power bi find the link to the web (Publish to the web) and insert it into Creatio.



Another option is to use API\Odata to integrate the BI dashboards.

 

Best regards,

Bogdan

Hello Naveen Kumar Gali,

You can do this using a business process!

Add a start signal which would be triggered when a new lead is added or when a lead is modified. You can configure it so that the process starts when a lead is transferred to a particular stage or any other field is changed.

Then read the data from a lead object filtering by the id of the new record that triggered the start signal. After that put an "Exclusive gateway (OR)" after which there can be multiple conditional flows where you can check if the country of the lead is Australia for example and you can add a default flow that will be triggered if the lead does not meet any of the sequence flows criteria. After each of the flows you can put a "Modify data" element where you can modify the Lead filtering by the id and choose the columns that will be modified.

Here is an example of the layout of such process.

Here is a link to the Academy where you can find more information about business processes.

Best regards,

Max.

Hello Max,

Thank you for the quick response and the above solution helped me with my requirement.

Dear Julio, 



Thank you for your question. 

As for now, there is no such functionality available in Creatio.

However, we have the problem registered for the responsible R&D team to implement it in future releases. 

Your request will be added to it so to increase the priority of this implementation. 



Kind regards,

Roman

Is there 'any' integration with LinkedIn?  I have 7,000 LinkedIn contacts and would like to sync them with Creatio CRM.  Thanks!!!

Hello Paul,

Unfortunately, we are still working on its implementation. 

I will assign your question to this project in order to increase its priority.  

Best regards,

Bogdan

Hello, is there any update on this issue? Can LinkedIn Sales Navigator be integrated with Creato at the moment? Thank you in advance. 

Ismet Sinan Ekici,

Hello, 

As of now there is no such integration. As mentioned, we already have a query registered for our responsible team to consider implementing such integration in the upcoming releases,  but there is no ETA for it right now. 

I will assign your request to this project to increase it's priority.

Best regards,

Anastasiia

Dear Rupert,

Thank you for reaching out!

I have registered your request for this project in order to increase its priority.  

Best regards,

Anastasiia

Hy do we have any update on this request. 

Hello Raviraja,

If you want the records being checked for duplicates not only when it's created, but every time it's modified, please create Replacing Schema for Base Entity Page and paste the following into it:

define("BaseEntityPage", [], function(DeduplicationConstants) {
	return {
		details: /**SCHEMA_DETAILS*/{}/**SCHEMA_DETAILS*/,
		modules: /**SCHEMA_MODULES*/{}/**SCHEMA_MODULES*/,
		messages: {},
		mixins: {},
		methods: {
 
			/**
			 * @inheritdoc Terrasoft.BaseEntityPage#asyncValidate
			 * @overridden
			 */
			asyncValidate: function(callback, scope) {
				this.callParent([function(result) {
					if (result.success && this.get("PerformSearchOnSave")) {
						this.findOnSave(callback, scope);
					} else {
						callback.call(scope, result);
					}
				}, this]);
			},
		},
		diff: /**SCHEMA_DIFF*/[]/**SCHEMA_DIFF*/
	};
});

Please note, that it wil start duplicate check for every page on every change(even in the fields that are not being checked by your rule). 

You can use it as is or modify it so it fits your business task better. 

Best regards,

Yurii. 

Thanks for the reply Yurii,

Can we modify this for to rule only for the desired field?

Can't we call a specific rule from frontend script?

thanks!

Yedla Ravi Raja,

Since you replace Base Entity Page, all child schemas will also inherit the same behavior. 

If you'd like to call deduplication for specific pages please add this method to the page you need. 

Also, this method calls the search itself, not specifying the rules.  

Best regards, 

Yurii

Dear Ganesh,

Thank you for your question!

Unfortunately, there is no OOTB solution for this detail. The only way to accomplish both scenarios is by developing a custom code.

Thank you for understanding,

Regards,

Danyil

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