Hi Community,

Please help me out this question

 

How do you mitigate negative reactions from end users during a product demonstration?

 

Thanks in advance

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Hi team,

 

When multiple attachements are selected, we want it to get downloaded into a single folder in a given file path. Could you please let us know how to accomplish this? 

 

Thanks

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Hello Shivani,

 

Hope you're doing well.

 

As for now, there is no such functionality. I have informed our R&D department about this case so they could consider enhancing the following functionality in the upcoming releases.

 

Thank you for being interested in the Creatio application and for your ideas of further improvements!

 

Best regards,

Roman

Jasmin Hofstetter,

 

Unfortunately, we do not have an update on the matter as of now.



Best Regards,

Ivanna.

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Hi,

Is there a functionality to allow users to search for contacts from an account page? Currently, you can only create a new contact. (Account page -> Contacts -> '+')

 

My use case is to, first search for a contact, and if it doesn't exist, create a new one. For example, "Configuration items"

 

Thanks

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Hello,

 

There is no way to add existing contacts on this detail. The logic of application presupposes that the Account will be selected on a Contact page here http://prntscr.com/qn2vzm. After that the contact will appear on the detail on Account page.

If you still need to add the existing contacts on this detail, it will be necessary to create a new detail according to this development guide:

https://academy.creatio.com/docs/developer/front-end_development/creati…

 

Regards,

Dean

 

If you want to connect one Contact  with several Accounts you should use Job experience detail (probably with some modifications)

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Hello Community,

 

Could You advise which module i may replace in order to implement function which will calculate and set system variable ?

 

Best Regard,

Marcin

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Hello Marcin,

 

You need to mark this system setting as not cached (uncheck this checkbox):

And create a trigger on the database level on the SysAdminUnit table so to check if the Supervisor is logged in then the value for the setting should be modified (something like this):

CREATE TRIGGER [dbo].[SysAdmUnit_SysSettingValueTrigger]
ON [dbo].[SysAdminUnit]
AFTER UPDATE
AS
BEGIN
DECLARE @admin_unit_id as UNIQUEIDENTIFIER;
DECLARE @loggedin as BIT;
SELECT @admin_unit_id = inserted.Id FROM inserted;
SELECT @loggedin = inserted.LoggedIn FROM inserted;
IF @admin_unit_id = '7F3B869F-34F3-4F20-AB4D-7480A5FDF647' AND @loggedin = 'true'
BEGIN
UPDATE SysSettingsValue SET IntegerValue = 111 WHERE SysSettingsId = 'F8520582-8161-4F36-A88D-028D3BDEFBDE'
END
END

where:

7F3B869F-34F3-4F20-AB4D-7480A5FDF647 - is an ID for the Supervisor user in the SysAdminUnit table

111 - value for the IntegerValue column in the SysSettingsValue table

 

Best regards,

Oscar

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I need a single field to hold a DateTime variable.

It should be available for being read/written via business processes.

I tried to use System settings for this, but with no success; I couldn't manage a business process to set a value for a System setting.

What is the best way to keep a global variable in Creatio?

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Yurily,

A system setting is the best place for something like that. Normally, I'd use a Modify Data element in the process to write it back, but in current versions of Creatio the lookup to add columns to update causes a client-side error so you're unable to select columns. 

However, you can set it with a script task. Let's assume your value is a string value and currently in a process parameter named "MyParameterValue". You'd add code something like this to read it from the parameter and set a system setting with a code of "UsrMySetting":

var val = Get<string>("MyParameterValue");
Terrasoft.Core.Configuration.SysSettings.SetValue(UserConnection, "UsrMySetting", val);
return true;

Ryan

Ryan Farley,

Thanks for your answer. The thing I don't understand is what "Yurily" means :)

Yuriy Konstantinov,

lol, sorry for the typo Yuriy!

Ryan Farley,

Hi Ryan,

 

I'm doing this, but for some reason the updated value is not on the System Setting if I see it by the System Settings, but If I ask it on a process I get the updated number.

 

I try to explain better, I create a System Setting variable, and init it with a number, in the process I update the value of the system setting and use it for some task, but when I come back to Creatio System setting and open the System setting is just like I define it, no change, but If I ask its value from a process it's updated.

 

I think is something related with cache or whatever, did you know what could be wrong?

 

For example, the following sub process is called in a "Read collection of records" loop.

 

In the first image you can see, I get the value of the System Setting called "Incidencias Detectadas - Correlativo Histórico" and add 1 and stores it in a local parameter.

 

The initial value in the System setting is 1

 

In the next step of the sub process I did something with the value, and in the third element of the sub process I update the system setting using the updated value in step 1. ie the old number + 1

 

 

It works OK, it's fine!, but when I came to System Setting, it shows me the initial number, ie: 1 and it must be 800 to my example,

 

You can see the value still is one, but If I read the value from a process, it gives to me the correct value. WHAT'S WRONG?

 

Thanks in advance

Julio Falcón

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Hi Community,

 

Scenario : We have a added image to a section/detail. Post adding, we have an option to add another/delete the uploaded image

 

Question: Is there am option to zoom/view the uploaded the image, than view in the thumbnail size instead of increasing the image placement.

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Hello Amritha,

 

You can try to take an example of code from OOB application. The schema name is BaseMessageHistoryItemPage that is placed in the Message package. The functionality is developed for the Case page and works in the following way - you just click on the picture that is placed in the Email or Portal message to enlarge it.

 

Best regards,

Bogdan S.

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Installed Zoom Connector at https://marketplace.creatio.com/app/zoom-meeting-connector-creatio 

I have a Zoom paid account and that the user's email address is the same as the CRM user entering an activity and the activity "Reporter". But the "Create Zoom meeting" is read-only, instead of editable. So the relevant user has been added to the Zoom Contacts detail in the Contact field of my Zoom account.

Two Questions:

Does the Zoom contact to Creatio user match need to be by email, by full name, or both?   

Is the match based on the activity's Created by the user or the activity's Reporter?

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Hi Dick,

 

To create an activity with the 'Create Zoom meeting' editable attribute, add the relevant user in the "Contact" field on the "Zoom Contacts" detail of your Zoom account.

The add-on automatically adds data to the "Zoom contacts" detail and matches this data with Creatio contacts by email.

If you find an empty "Contact" field in the records of the "Zoom contacts" detail, populate such field manually.

 

Note that matching is performed for the user who creates the activity (using the "Created by" field).

 

Hope this helps, 

Have a good day!

Svetlana Kobizka,

Sorry by my Creatio user email for the Created To field of the activity IS the same as a Zoom Users Management->user listed as a "Basic" type of contact.  But Creatio activity form "Create Zoom Meeting" is always set to read only

Hi Dick,

 

Please confirm that you populate the 'Contact' field on the 'Zoom Account User' detail of your Zoom account:

 

No description available.

Thank you!

 

 

S.Kobizka,

The Creatio Zoom section is filled in with all of the information.  Does the First name and last name have to exactly match a Zoom basic or licensed user?  How can I find the matching UserID in the Zoom app to verify

Hi Dick,

 

You need to open the ‘Zoom Account User’ detail of the record (see pic. 1) -> populate the ‘Contact’ field (see pic.2 ) -> and save the changes:

 

Picture 1

No description available.

Picture 2

No description available.

 

Hope this helps,

Have a good day!

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Hello,

 

I am using the following link to create multi select from a detail using my custom sections.

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

whenever i add the following :

    mixins: {

            // Connecting the mixin to the schema.

            LookupMultiAddMixin: "Terrasoft.LookupMultiAddMixin"

        },

the detail does not display, when i remove it, the detail displays but i cannot add anything.

Did anyone face this kind of behavior ?

 

Maher.

 

 

 

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Hi maher,

What errors do you see in the browser console?

Ryan

Ryan Farley,

Hello Ryan,

 

I get the below error:

 

 

Ryan thank you for your reply, i fixed it, i forgot to add the LookupMultiAddMixin string at the top of the schema.

 

In fact your article on customerfx made me realize my mistake. 

 

Regards,

Maher.

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Hi

I need to add a field in the AccountProfile showed on contact page, is it possible ?

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Stefano,

 

Please check this Academy Article. It contains detailed description of the Connected entity profile, its structure and the way it can be modified.

Please let me know if any additional information is required.

 

Best regards,

Bogdan

Can you give me an example Bogdan?

 

Stefano Bassoli,

 

Unfortunately, I was not able to find any ready-to-use examples but here is another Community Post that has pretty the same type of request and the recommendations on how to implement this kind of logic.

 

Best regards,

Bogdan

Hi Bogdan,

I was able to do the customization required.

I replaced the AccountProfileSchema and in the diff section I added the needed field

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Hi,

In the opportunity section, the customer field allows the choice between contact or company
Is it possible to show only the account?

I saw the code to manage the multilookup in the BaseOpportunityPage, 
but I don't know if it is possible to customize it.
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Hello Stefano,

 

Please check this Community Post. It contains the same implementation request and the solution.

 

Best regards,

Bogdan

 

It works!!

Thank you very much

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