Sales_Creatio_commerce_edition

Hello
Does anyone have any successful experience with authenticating to an external web service that only uses Token-based authentication?
I found a similar post, how the solution was proposed to be passed in the heder of the Authorization request:
Authorization: Bearer <token>.
Unfortunately, this method did not work. Please help me solve the problem

Bookmark this

4 comments

Kalymbet Anastasia

19:41 Mar 15, 2023

Hello Olga,

Could you please clarify this question?

What difficulties arise?

Olga Anistratenko

14:23 Mar 16, 2023

Hello, Anastasia.
Now in the CRM - system only two methods of authentication are available - the basic and Auth 2.0, when setting up a web - service
Only Token - based authentication is available for the web-service that we are trying to integrate with.
How can I configure Token - based authentication?

Olga Anistratenko

12:02 Mar 17, 2023

Hi,

I will try to describe the problem in more detail
In the documentation of the web service, in addition to Token-based authentication, there is a description of the authentication method based on OAuth 1.0a
Here is a successful request to Postman

When I tried to send the same request from Creatio (I copied the parameters from Postman), I get an error

Kalymbet Anastasia

18:19 Mar 17, 2023

Hello Olga,

Please review this video material, as it may assist you in implementing your task:

https://www.youtube.com/live/mHaGY1DxETw?feature=share&t=292

https://www.youtube.com/live/ehjfcBxpLsQ?feature=share&t=247

Show all comments

Question

printables

Sales_Creatio_commerce_edition

8.0

Microsoft Office macro in printable template

Martin Büchler

15:08 Mar 09, 2023

Is it possible to use a Microsoft Office word macro in the template of a MS-word printable?

The matter is: A word template is to be filled with data from Creatio. In the exported document, additionally, at another position in the document, a function is to be provided via a word macro.

The word macro can be added to the template. But when the report is exported, the Word macro is missing.

Bookmark this

1 comments

Kate Karpik

16:20 Mar 13, 2023

Hello!

We have discussed your case with the responsible R&D team. Unfortunately, as for now, there is no possibility to implement your business task in our application.
We want to assure you that we have created a request for our development team to implement this functionality in future versions of our application. We understand the importance of providing our clients with the best possible experience and will work hard to implement the changes you have suggested.
Thank you for this suggestion, this helps to make our product better!

Best regards,
Kate

Show all comments

Question

NoteworthyEvents

Sales_Creatio_commerce_edition

8.0

Customize existing Noteworthy Events

Florian

17:19 Jan 13, 2023

Dear Community,

we have the following case. We have some contacts who hold an honorary position (from - to). If the contact still holds the honorary position at the next year, the contact has an anniversary.

I was thinking of using the existing noteworthy detail for this. However, then only the owner of the contact record will receive the notification. All other employees should be notified about the anniversary as well

Can the Noteworthy detail be customized so that everyone and not just the owner receives a notification?
Or is it better to create a custom system notification for this case?

Regards
Florian

Bookmark this

1 comments

Gleb

19:16 Jan 16, 2023

Hello Florian,

I am afraid there is no option to change the logic of this detail.

However, you can try to build a Business process, which will read the data from this detail and create a notification. Then you will be able to add the group of the employees to receive the notifications.

Hope this will help you.

Regards,

Gleb.

Show all comments

Question

Sections

ESQ

esqfetchdata

Sales_Creatio_commerce_edition

8.0

fetch section record if any three fields match

Sarika Sharma

12:05 Dec 20, 2022

Hi Team,

I'm looking for a solution where I can fetch the list of records from a section if the value of any three fields that i enter in the edit page form of a new record match with the current entry field values.

For example : In my current record I enter the values as follows for the customer CustomerA:

Field1 = 1;

Field2 = 2;

Field3 = 3;

Field4 = 4;

Field5 = 5;

Existing entries :

entry 1 : CustomerB

Field1 = 1;

Field2 = 2;

Field3 = 3;

Field4 = 6;

Field5 = 9;

entry 2 : CustomerC

Field1 = 3;

Field2 = 2;

Field3 = 3;

Field4 = 4;

Field5 = 9;

entry 3 : CustomerD

Field1 = 10;

Field2 = 12;

Field3 = 33;

Field4 = 62;

Field5 = 91;

then, in this case system should be able to fetch the entry with customer names-CustomerB and CustomerC in a list and display in a dialogBox .

Kindly help.

Many thanks in advance.

best regards,

Sarika

Bookmark this

1 comments

Sergii Zhmurko

18:19 Dec 27, 2022

Hello,

Please, specify the problem in more detail, what are the user's steps when reproducing it, what is the actual result and what is expected.

Screenshots are highly appreciated and will help us to find the best solution for you.

Show all comments

Question

google

Synchronisation

calendar

Sales_Creatio_commerce_edition

8.0

Question about Synchronisation between creatio and google calendar

Florian

16:56 Dec 08, 2022

Dear communitiy,

in a test environment i set up successfully a synchronisation between creatio and google in the activitiy section. When I create an appointment in Creatio it is transferred directly to google calendar. Thats fine. But if i delete the appointment in creatio it dosen't delete the appointment in my google account. Do you know if this is possible to set up?

Regards
Florian

Bookmark this

2 comments

Mira Dmitruk

10:06 Dec 09, 2022

Hello Florian,

The logic of the Google Calendar Sync with Creatio is the following:
- If an activity was created in Google Calendar and then imported into Creatio, once you delete it in Google it will also be deleted in Creatio.
- If an activity was created in Creatio and then imported into Google Calendar, when deleting it in Creatio it will not be deleted from Google.

We already registered this issue for our R&D team and this system logic might be changed in future releases.

Damien Collot

09:21 Dec 12, 2022

+ 1 for a reviewed logic (with possibility to choose how the logic works in configuration set up of email / calendar integration ) ;)

Show all comments

Question

ActionsMenu

Javascript

Activity

Sales_Creatio_commerce_edition

7.18

EmailActionsButton in RightSideMenu

Federica

16:35 May 24, 2022

Hello Community!

I have modified the Activity object in order to display a custom Object (Order) and added an Activity column too.
Now, when clicking on the RightSideMenu I have the same object (Activity = Attività, and Ordini = Orders) repeated twice. Does anybody know which module is in charge of displaying the options within this menu? Or do you have any idea of what the "cleanest" solution might be?

Thank you and have a great day! :)

Bookmark this

5 comments

Best reply

Bogdan

20:38 May 24, 2022

Federica,

Basically, there is a table in the database called EntityConnection. You can delete all the records from this table that refer to the objects which you do not need (for example, contact, requests etc).

You can do the following:
delete from EntityConnection where SysEntitySchemaUid in (select Uid from SysSchema where Name = '')
where '' is the name of the object, for example, Contact.

But the thing is if you delete the records from the EntityConnection table - the next fields on the activity page will be deleted automatically as well:

Best regards,
Bogdan

Bogdan

17:38 May 24, 2022

Hello Federica,

Could you please send the screenshot once again?

Best regards,

Bogdan

Federica

18:38 May 24, 2022

Hello Bogdan,

Here's the image, sorry for the mishap

Bogdan

20:38 May 24, 2022

Federica,

You can do the following:
delete from EntityConnection where SysEntitySchemaUid in (select Uid from SysSchema where Name = '')
where '' is the name of the object, for example, Contact.

But the thing is if you delete the records from the EntityConnection table - the next fields on the activity page will be deleted automatically as well:

Best regards,
Bogdan

Federica

11:45 May 25, 2022

Thank you Bogdan! That's exactly what I did (according to your suggestion) ! :) Do you happen to know how to change the icon too?

Federica

16:06 May 26, 2022

I made a few tests and to access the icons I need to implement EmailItemSchema client module

Now:

Show all comments

Question

Sales_Creatio_commerce_edition

7.17

Set field value does not work for unlimited text field

Aluma Ganiel Koby2

22:28 Sep 08, 2021

Hello

I creatio sales, i am trying to set field value from another entity.

for opportunity product, i try to setup its values from the price book record.

when i do that for the price itself - it works great.

but when i try to do this to the description field (unlimited text field) - from one test field to another - its not working.

The 2 fields are the same field type, and the page that i try to insert the value from is the same as the one that i use to take the price...

Does anyone bump into this issue ?

Thanks in advance... for any comment :-)

AGK

Bookmark this

1 comments

Max

16:58 Sep 16, 2021

Hello,

You can achieve this via a business process by reading the field of one record and then setting it to the other by modify data element.

Is there any particular issue?

Best regards,

Max.

Show all comments

Question

devlabs

Requests

7.16

Sales_Creatio_commerce_edition

Leave request template - not starting

Julia Molnar

04:27 Sep 04, 2020

We are having with trouble with the Leave Request template, I have contacted our Customer Care Agent and she confirmed all our settings are correct. Please see initial email to her below and response above.

Could you please assist?

Reply from Creatio:

I’ve reviewed settings and everything looks to be correct. But the issue of not receiving notifications is because the process is not started. When process is started (activated) there must be a record in Process log, while in your system I didn’t find any record in Process log that belongs to the Vacation leave request. I triggered from your test record the process, and still nothing. We have discussed this with support team, and they ask to contact app developer via Community (as this mentioned on a site)

Initial email to Creatio Success Manager:

Unfortunately, while we can enter leave requests, the Department Head/Approver (user:Nat Darbyshire) doesn’t receive notifications in the Notification Centre on the right. Further when clicking into the requests section he is unable to change the status of the request. Please see screenshot below. For this example I set myself up as the Requestor as well as the HR Specialist.

Please see screenshots below of Organisational Structure and settings.

Organizational structure items

HR Specialist

Employees

Bookmark this

5 comments

Olga Avis

09:55 Sep 04, 2020

Hello Julia,

Thank you for your post! Could you please re-send screenshots? The attached pictures are corrupted and cannot be opened.

Thank you in advance!
Olga.

Julia Molnar

10:04 Sep 04, 2020

Olga Avis,

Done. Thanks!

Andre Kosolapenko

16:24 Sep 04, 2020

Hello Julia,

The Requestor needs to click [Actions] and select [Send for approval] (please refer to the screenshot below) to run the "Vacation leave request" process.

Anna Lynne

12:55 Sep 06, 2020

Hi Andre,

I activated the process by clicking the "Send for approval" button from Actions, but then there was no result: for some seconds there was a preloader on a screen, but then nothing and in process log there were no records associated with this process, that meant that process wasn't started at all. Unfortunatelly I wasn't able to find out the reason.

Anna Lynne

06:48 Sep 07, 2020

Andre Kosolapenko,

Hi Andre,

Show all comments

Question

7.16

Sales_Creatio_commerce_edition

Websocket errors flooding the console of browser

RAMNATH SHARMA

08:46 Jun 18, 2020

I have asked the same question in past. But it was on cloud environment.

https://community.creatio.com/questions/websocket-connection-error-sales-enterprise-trial

Today I switched my on-site environment to file system mode and these errors are still not going away even after disabling call center settings.

setting changed in web.config - set the filedesignmode to true and usestaticfilecontent to false

Bookmark this

2 comments

Best reply

Oleg Drobina

09:11 Jun 18, 2020

Hello,

This error message is not related to the telephony and is related to the https setup for the on-site app and the usual case is that the WebSocket connection was setup for 443 port (as it can be seen from the error message in the console where the link is https://localhost/...), but you are logged in and using the application via 450 port. Please review all the settings due to this article https://academy.creatio.com/documents/administration/7-16/switch-creatio-website-http-https#XREF_32303_Web_config and also check the web-sockets using this article https://academy.creatio.com/documents/administration/7-16/set-websockets.

Best regards,

Oscar

Oleg Drobina

09:11 Jun 18, 2020

Hello,

Best regards,

Oscar

RAMNATH SHARMA

09:42 Jun 18, 2020

Oscar Dylan,

Thanks. I fount out that I needed to change the port connection setting

portForClientConnection="450" in root/Terrasoft.WebApp/Web.config file which I forgot to change.