Each time I reconnect an email (following a problem with the provider) the configured email is added to my contact card. Is it possible to deactivate the automatic addition of email?
To avoid this automatic addition, we recommend the following flow: 1. Reconnect the mailbox, the system will ask if you want to download email for the last week, select "Change settings":
2. Go to the settings, and when changing them, the system will ask if you want to add this email address to the contact communication detail, here you can select no:
Please note that the system will only ask you if you want to add this mailbox if it has not been added yet. So, if you already have this mailbox added to the communication option, please remove it from the contact.
I performed a test load of 30 records into the Account addresses object, the first 30 records were imported but when attempting to re-import those records, the wizard returns this error:
Column CountryName value cannot be obtained because it has not been loaded.
When i checked the values in the Country lookup, the values its rejecting are already loaded in the lookup, so it doesn't make sense that its saying its not loaded. There maybe something i'm missing here and i would love to know if anyone has experienced this issue in the past.
In order to fix this issue, turn on (or add) feature "LoadAllColumnValuesInDuplicateSearch" and clear browser cache, then import should load all columns and work as expected.
I am using creatio API to get the object collection data from Creatio, in which lookup values have Ids. I want to replace those Ids with their Name saved in look ups.
@Community, My question is, how can I get data of specific look up from Creatio using creatio API Odata4
I want to attach a pdf to an email template. I tried an add on from the market place but it is not helping as it is the same as adding an attachment to a record. How do I do it?
No, an email template is a ‘template’ you cannot attach files to templates.
When you need to instantiate, at runtime, a template to be ‘populated’ with the data from the registry that the mail connects to, in a process or DCM, you can attach a file.
I want to send email from Activities which is a standard function in creatio and I am not able to. It keeps showing a dialogue box and asks for start value which is not even present on the email tab and is required but it is already filled in. How do I resolve this issue and send an email from Activities?
By default, the "StartDate" (Start) field should be populated with the default value (the current date). Please check if this default value is not being overridden in your packages.
Additionally, consider checking if the issue might be related to another field with the same name.
It’s also possible that you lack permissions for the column value, etc.
I recommend investigating the error in more detail within the Insert request in the network to see what parameters are being passed into the fields.
Unfortunately, it is not possible to hide the blue flag option in Next Steps using OOTB functionality. This can only be achieved with development tools, but we currently do not have examples of such an implementation.
Additionally, we have created a task for the responsible R&D team to consider adding this functionality in future releases.
I want to export creatio contacts data on a daily basis to specific location
I am taking approach of using BPM tools to create a process where I can read the contact data, convert them all in uppercase and then export it to specific location.
I don't know how to export data after converting them to uppercase
You could possibly use that in a process and then attach it a record or email it somewhere to include the data you want to export. Not sure if that would help you accomplish the task or not, but wanted to mention that as a no code approach to generate an Excel file as an "export".
However, you could also read the data from Creatio via OData and write it to files somewhere as well.
After reading the description and installation part of Excel reports add-on in the marketplace, I came to know that this product will provide analysis reports in Excel file. Is there a way to have process element in process designer which directly takes data and export it in specific location?
I find the Apply column quite wide, and I want to narrow it down, but I can’t do it through the interface (perhaps the width has hit the minimum column width). I have also gone into the source and adjusted the parameters, but it still has no effect. Anyone with experience, please help me. Thanks very much
Unfortunately, the current version does not allow for changing the minimum column width. We have not received similar requests before, which is why the implementation of this functionality was not considered. Based on your request, I will create a suggestion for implementation, and we will collect user feedback to assess the possibility of adding this functionality in future versions.
Please stay tuned for updates, and thank you for helping us improve our products!
Unfortunately, the current version does not allow for changing the minimum column width. We have not received similar requests before, which is why the implementation of this functionality was not considered. Based on your request, I will create a suggestion for implementation, and we will collect user feedback to assess the possibility of adding this functionality in future versions.
Please stay tuned for updates, and thank you for helping us improve our products!
