Hello Community,

Besides the built-in functionality for data import, I have seen in community posts the possibility to import data to Creatio from ODATA protocol.

Are there any examples regarding this feature, academy article, or what to know before implementing it?

Best regards,

Sasori

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Hello Sasori,

 

Regarding the general function of OData, you can find detailed information in the following resource:

OData Overview

 

For more specific examples and methods, you can refer to this documentation:

OData Methods and Examples

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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

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Hello Olga,

 

Could you please clarify this question?

What difficulties arise?

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?
 

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

 


 

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

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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.

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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

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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

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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.

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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

 

 

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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.

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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
 

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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.

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

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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! :) 

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Best reply

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

Hello Federica,

Could you please send the screenshot once again?

Best regards,

Bogdan

Hello Bogdan,


Here's the image, sorry for the mishap

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

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

 

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

Now: 

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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

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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.

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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

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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.

Olga Avis,

Done. Thanks!

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.

 

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. 

Andre Kosolapenko,

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. 

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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

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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

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

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.

The issue is resolved now.

 

Thanks

Ramnath

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