Sales_Creatio | Community Creatio

17:36 Feb 18, 2021

Dear community,

after reading about the timeline tab (https://academy.creatio.com/documents/technic-sdk/7-16/introduction-17), i tried to add some fields in various TimelineTileSetting objects, for example in the Activity tile, here is the Data :

{

   "entitySchemaName": "Activity",

   "viewModelClassName": "Terrasoft.ActivityTimelineItemViewModel",

   "viewClassName": "Terrasoft.ActivityTimelineItemView",

   "orderColumnName": "StartDate",

   "authorColumnName": "Owner",

   "captionColumnName": "Title",

   "messageColumnName": "DetailedResult",

   "filters": {

       "typeFilter": {

           "comparisonType": 4,

           "columnName": "Type",

           "columnValue": "E2831DEC-CFC0-DF11-B00F-001D60E938C6"

       }

   },

   "columns": [{

       "columnName": "Result",

       "columnAlias": "ResultMessage"

   },

   {

       "columnName": "Author",

       "columnAlias": "Author"

   }]

}

but it does not change anything in my timeline views.

i can not figure out what's wrong.

any hint appreciated !

regards,

Patrice

2 comments

Oleg Drobina

19:07 Feb 18, 2021

Hello Patrice,

The problem here is that the ActivityTimelineItemView doesn't know anything about the "Author" column and there is no viewConfig for the "Author" column.

Please also see this article that describes how to create a timeline for the custom object in the system https://academy.creatio.com/documents/technic-sdk/7-16/creating-timelin….

The idea here is to create a view config for all the columns that are present in the timeline "Data". Same thing should be done for the "Author" column of the activity view model.

Best regards,

Oscar

Patrice-ABPost

10:58 Feb 19, 2021

Hello Oscar,

thanks for the response, that's a typical rtfm case ;)

i was missing half of the work to do.

best regards

Patrice

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Sales_Creatio

7.17

Can't see Website events in Lead

Julius

13:37 Feb 11, 2021

I can't see any Website events on the lead page.

I just get the message "Data loading is in progress. This may take a few seconds."

https://prnt.sc/z36psq

https://prnt.sc/z34r5w

It seems I get some errors in my console when I open the Website events tab on the Lead page.

Method: POST 
https://chessit.creatio.com/0/rest/TrackingReportService/GetLeadFeed
Error 400 Bad request

I created the Lead via Landing page and my Website events should be set up correctly.

2 comments

Best reply

Danyil Onoprienko

12:07 Feb 12, 2021

Dear Julius,

Thank you for your patience and for contacting us at support@creatio.com.

As we have discussed in our email thread the new web tracking functionality has been currently revoked for revision.

When the revision would be completed it will become available on all sites for all customers.

For now, the old web-tracking can be used - it is still available!

Please be advised that we will let you know once the New web tracking functionality would be live!

Thank you for your cooperation!

Take care!

Regards,

Danyil

Danyil Onoprienko

15:26 Feb 11, 2021

Dear Julius,

Could you please contact us at support@creatio.com in order to provide the best services?

Please be advised that the answer on the question would be still posted here after resolution.

Thank you!

Danyil Onoprienko

12:07 Feb 12, 2021

Dear Julius,

Thank you for your patience and for contacting us at support@creatio.com.

As we have discussed in our email thread the new web tracking functionality has been currently revoked for revision.

When the revision would be completed it will become available on all sites for all customers.

For now, the old web-tracking can be used - it is still available!

Please be advised that we will let you know once the New web tracking functionality would be live!

Thank you for your cooperation!

Take care!

Regards,

Danyil

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Error while saving object

LÉZORAY Nicolas

15:31 Feb 02, 2021

Dear,

I want to add a calculated fieldto my OpportunityProductInterest object.

i add it with the Usr prefix (UsrMarge) , but when i save the object, the system return me the following error:

Unable to save structure. Name: OpportunityProductInterest. 
Label: Product of the opportunity. 
Error: InvalidNameException. 
The "Min Quantity" code in the "From" column must start with the prefix "Usr". 
Contact the system administrator.

This is because the previous developper created fields without the prefix.

Can i change the system parameters to set the prefix not required ?

Thank you,

Nicolas

1 comments

LÉZORAY Nicolas

15:33 Feb 02, 2021

Sorry having disturbing, i put it blank and it works.

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printable

Sales_Creatio

7.17

Add field to a printable

LÉZORAY Nicolas

15:46 Jan 29, 2021

Dear,

I want to add the "UsrUniteDeVente" product field on my opportunity print.

But when i want to select the field, i can not select it, it is not in the list:

Is it possible to add this field on my printable ?

Thank you,

Nicolas

2 comments

Best reply

Ryan Farley

18:18 Jan 29, 2021

The issue is that the value has a 1:many relationship with the opportunity. The opportunity can have multiple products added, so which one would display? In this case, you should add this using "Set up report tables" which would result in a table or list of the products added to the opportunity.

Ryan

Ryan Farley

18:18 Jan 29, 2021

Ryan

LÉZORAY Nicolas

11:23 Feb 02, 2021

Thank you Ryan

it was exactly what i was looking for

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#Telegram

Sales_Creatio

7.17

In Creatio 7.17.1+ using the provided integration with Telegram, Can I start a conversation with a contact?

Julio.Falcon_Nodos

15:26 Jan 29, 2021

Hello colleagues,

Can I start a conversation with a contact using Telegram from Creatio? how?

I didn't see the possibility to add Telegram as a "Communication option"

Thanks in advance

2 comments

Olga Avis

12:26 Feb 01, 2021

Hello Julio,

Unfortunately, there is no possibility to start the chat with existing contacts from the system. The chat feature enables you to receive requests from external users at the moment. We will raise the idea for R&D team to implement this feature for chats in further releases.

You can find more detailed information about chats in the Communications - Work with chats Academy article.

Best regards,

Olga.

Julio.Falcon_Nodos

18:26 Feb 09, 2021

Olga Avis,

Thanks Olga

Show all comments

12:41 Jan 29, 2021

Dear,

i would like to disallow town and state creation on my address page.

Why is not the section wizard reachable ?

So i can not add a business rules... :'(

Does anybody can help me ?

Thank you,

Nicolas

1 comments

Best reply

LÉZORAY Nicolas

12:43 Jan 29, 2021

Sorry i ve got it

i needed to go into the detail parameters...

Thank you !

LÉZORAY Nicolas

12:43 Jan 29, 2021

Sorry i ve got it

i needed to go into the detail parameters...

Thank you !

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Display accounts on a maps

LÉZORAY Nicolas

16:29 Jan 26, 2021

Dear,

Does an add-on that would show customers on a map exist ?

For example, a saler wants to know all accounts near the place he is.

Like this:

Thank you

Nicolas

5 comments

Dean Parrett

15:31 Jan 27, 2021

Dear Nicolas,

The is such option by default nor similar addon on the marketplace. We've registered your idea in our R&D team backlog to consider such implementation in future application versions.

Regards,

Dean

Dmytro Oliinyk

19:49 Jun 08, 2021

Is it exists in newest version?

Bogdan

12:05 Jun 09, 2021

Dear Dmytro,

This functionality wan not implemented in the new version. Our R&D team still working on that.

Best regards,

Bogdan

Mapsly

03:12 Feb 08, 2022

Hi Nicolas,

Creatio Marketplace has a mapping tool called Mapsly that can geocode your accounts based on coordinates/address and display them on the map.

LÉZORAY Nicolas

18:31 Jun 24, 2024

i did it with Toolkit to setup map view for Creatio

and following this guide

thank !

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The value of the AUM column cannot be obtained because it has not been loaded.

LÉZORAY Nicolas

15:54 Jan 22, 2021

Dear,

On an account page, in the tab "Associated with", our users got the error:

"The value of the AUM column cannot be obtained because it has not been loaded."

For my part, with a supervisor account, i don't have the error.

Does anybody as an idea to solve this issue ?

Thank you,

Nicolas

1 comments

LÉZORAY Nicolas

16:03 Jan 22, 2021

Solved, rights have been put on the column

i remove the rights and it is ok

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Mitch Kaschub

21:14 Jan 19, 2021

In the Ootb Opportunities Section, there are two columns, Sales Cycle Duration and Overall Sales Cycle Duration. They seem like they are populated automatically but I cannot figure out how. Does anybody happen to know how these columns get updated?

2 comments

Best reply

Vladimir Sokolov

19:04 Jan 24, 2021

You can find updateOpportunityDaysValues method in BaseOpportunityPage

Vladimir Sokolov

19:04 Jan 24, 2021

You can find updateOpportunityDaysValues method in BaseOpportunityPage

Mitch Kaschub

20:15 Feb 03, 2021

Vladimir Sokolov,

Thank you.

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Mike Oliver

20:43 Jan 14, 2021

I would love to see a teams integration with the feed in Creatio. Is that possible? Sales and Service

9 comments

Olga Avis

16:22 Mar 17, 2021

Hello Mike,

You can synchronize Microsoft Teams meetings with Creatio if they are synchronized into your Outlook calendar. More detailed instructions can be found in the Synchronize calendar with MS Exchange and Microsoft 365 Academy article.

The created meetings in Teams are being synchronized into Outlook, and as a result, they are displayed in Creatio system.

Please, let us know in case any further information is required.

Best regards,

Olga.

Mike Oliver

16:27 Mar 17, 2021

Olga Avis,

I was actually referencing the messaging functionality of teams.

Olga Avis

12:20 Mar 19, 2021

Hello Mike,

Thank you for the clarification!

I will register the idea for our R&D team to overview the possibility of integrating the Creatio with the Microsoft teams chat feature in further releases.

As for now, chats functionality enables the possibility to create new chats from Facebook Messenger or Telegram. More detailed information can be found in the following articles:

Best regards,

Olga.

Sandra te Morsche

17:34 May 04, 2021

I' m getting this question more and more from customers and also from potential customers. Would be nice if we can offer an integration.

Olga Avis

18:24 May 04, 2021

Hello Sandra,

Thank you for your comment!

We have already created the appropriate project for our R&D team. We will increase its priority for realization in further releases.

Thank you for helping us become better!

Best regards,

Olga.

Damien Collot

19:00 Apr 03, 2022

Hi,

Would like to add a +1 here. It's a request being asked more and more by customers & prospects for two scenarios.

1) For the company internal chat (as a lot of them are using Teams, they don't want to have to use an additional channel with the internal chat functionality in Creatio if it cannot match the Teams groups.

2) Customers and prospects when looking at the working with chat functionality when exploring the Service Creatio as Teams has taken a lot more market share in the last 2 years.

Mark Roberts

18:41 Nov 07, 2022

is there any update to this feature request?

I would love it if the Feed function in Creatio could be mapped to a Teams channel. Having say a Project Feed note in Creatio send that as a message to the specific Team channel for that account would be amazing

Артем Скоробогатов

01:17 Feb 01, 2024

+1 it will be very good option

Поліна Стоцька

15:00 Aug 17, 2024

+1 The current communication panel is more like a notification panel (even without sound), but users need full-fledged communication - groups, individual chats, attachments, sound notifications, the number of unread messages for each chat-group.

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