Dear Amritha,

You can modify the OOB business process and add a search for an existing contact - the process is called Lead qualification. Feel free to modify it according to your business tasks! Make sure to update the Lead management process system setting after a new version of the process is created. 

Best regards,

Angela

Hello!



It will be easier to deploy such schema on the on-site application since you can control the environment and create as many copies of existing application as you need to. Other solution would be to use SVN or packages to transfer changes. The task as you described it can also be implemented via Marketplace addons like Field Sales. 

Best regards,

Angela

Angela Reyes,

Thank you for your response, Angela! This is in the context of cloud. Is there an admin portal for the partner to manage an implementation-specific image (containing all creatio technical components) that can be provisioned for all customers by the click of a button and also manage all such configured instances? In such a setting, how does marketplace licensing for plugins work? Is it on a per-instance model or a base package model?  

amanthena,

Such an option is not available for cloud - for security purposes, we manage our servers only internally and do not provide access to it for partners. As for the marketplace licensing - please check this article: 

https://academy.creatio.com/documents/technic-sdkmp/7-16/marketplace-ap…

Best regards,

Angela

Hi Gokul,

Thank you for your feedback!

Kindly note that the Excel report section was created manually without adding the section tag functionality.

However, I will forward your suggestion to the responsible team for consideration.

Have a good day!

Hello,

During the merge, one of the records is deleted. Seems like the one you try to remove has some value in UsrAdresseDeFacturationId that has some connection in other entities.

It is necessary to make sure your deleted record during the merge doesn't have any associated records that has reference to the value in UsrAdresseDeFacturationId.

Regards,

Dean

Hello Dean,

Thank you for the answer.

It looks like that i cann't merge my two accounts because there are orders using the Invoicing address.

So will it be impossible to merge the accounts ?

Hi Nicolas,

It is better to have a look into the issue directly on the website to prevent merging incorrect data and loosing it.

Please email the support team at support@creatio.com so that our team could have the access to the website and give you the exact solution.

Regards,

Dean

Hi LÉZORAY Nicolas Can you please tell me how you resolve the issue? Thanks, 

Hi Federico, the support solve the issue.

Since, no merge error

 

Hello Nicolas, 

As we can see from the provided screenshots, the user uses the Google Chrome browser. We recommend using the last official version of Chrome on the Creatio release date. 

In case the issue with the layout can be reproduced in different browsers with different screen resolutions, we kindly ask you to contact us at support@creatio.com for further analysis. 

Thank you in advance!

Olga. 

the last version of Chrome was allready installed on the computer. i reinstalled it but the problem reappears.

i will try to reinstall the graphic card driver

LÉZORAY Nicolas,

Thank you for letting us know! Please, feel free to contact us at support@creatio.com in case the issue can be reproduced on different devices and is nor connected to the graphic card driver itself. We would be happy to assist. 

Best regards, 

Olga. 

Olga Avis,

hello Olga,

I'm in the same company as Nicolas and i have some more informations to provide about this issue, there is lot of errors showing up in Chrome console, including some http 400 errors, following post is a full dump from the contacts page, where the issue happened. 

Best regards,

Patrice

deleted content

Hello Patrice Vigouroux,

Thank you for providing additional information! Could you contact Creatio technical support team at support@creatio.com for further analysis?

Please, send an email with a detailed description of the layout issue and we will check if it is connected to the OOTB functionality.  

Once the solution is found we will post it here as well. 

Thank you in advance!

Olga. 

ok, email sent, thank you!

Hello Nicolas,

At the moment the scale settings can be configured and saved only for all users and there is no out-of-the-box logic that allows you customizing the gauge dashboard in the way you've described. As a solution of your case you can try to create your own custom widget via additional development (this Academy article will be useful: https://academy.creatio.com/documents/technic-sdk/7-16/adding-custom-dashboard-widget). And in the following article you can find information about how to configure the “Gauge” dashboard in general: https://academy.creatio.com/documents/base/7-16/gauge-dashboard-tile

Also, you can check marketplace application which are related to dashboards and possibly you will be able to find some tools that will resolve your business task.

For example, if you need using formulas in a dashboard - this marketplace app provides this functionality: https://marketplace.creatio.com/app/calculated-charts-creatio

Advanced dashboard designer will help to design your dashboards in easier way: https://marketplace.creatio.com/app/advanced-dashboard-designer

Best regards,

Roman

Dear,

The issue happened due to the incorrect using of the file development mode for working with the server side source code.

Please find the information about how to do it propery in the article by the link below:

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

Best regards,

Norton

Hi Allen, 

Sure, there is an option to block such functionality. However, please note that the development process should be applied.

1. Firstly, you need to create a replacing client module schema for the "FileDetailV2" client module. Please find the information about it in the article by the link below:

https://academy.creatio.com/documents/technic-sdk/7-16/creating-custom-client-module-schema

2. In a new replacing client schema, please insert the code below:

define("FileDetailV2", [],
	function(ViewUtilities, ConfigurationConstants, ConfigurationEnums, RightUtilities, DefaultProfileHelper) {
	return {
		methods: {
			/**
			 * ########## ######## ########### ###### ############## ######.
			 * @return {Array} ######## ########### ###### ############## ######.
			 */
			generateButtonMenuItems: function() {
				let itemsConfig = this.callParent();
				const itemsConfigUpdated = (itemsConfig = []);
 
				return itemsConfigUpdated;
		},
	}};
});

3. Save the changes and hard-reload the page.

Regards,

Anastasiia

Anastasiia Markina,

Why would you still want to call the parent method? Wouldn't it make more sense to just re-write the method to just return an empty array? e.g.:

define("FileDetailV2", [],
	function() {
	return {
		methods: {
			/**
			 * ########## ######## ########### ###### ############## ######.
			 * @return {Array} ######## ########### ###### ############## ######.
			 */
			generateButtonMenuItems: function() {
				return [];
		},
	}};
});

Hi Harvey, 

Sure, such a solution is appropriate, too. However, it's always better to use this.callParent method to avoid any issues through future updates. 

Thus, this.callParent calls the parent method firstly instead of re-writing or breaking its logic, so this is a safer approach for a client module schema replacement.

Regards,

Anastasiia

Hello Community,



Can someone help with this? Need to be able to locate where & how the changes are stored. We need to be able to migrate changes from an earlier legacy system to this change log. 

For table Activity try checking ActivityLog or SysActivityLog. I found it to be TablenameLog in my system.

Dear Thanh,

Currently, Creatio uses same schema code for all mini pages, so modifying "View Mode" will lead to changes in other modes. Our developers know that some users want to have different views and are working on implementing this task in future releases. 

Best regards,

Angela