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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Dear,

 

When installing the marketplace app 'Word-to-Pdf attachment converter for Creatio' I got following error:

 

Errors and (or) warnings occurred while compiling configuration dll

Autogenerated\Src\GlbAsposePDFHelper.GlbWordToPdfConverter.cs(5,8) error CS0246: The type or namespace name 'Aspose' could not be found (are you missing a using directive or an assembly reference?)

 

This was done in a new instance with version 7.15.4.

In another instance, version 7.15.3, the installation was successfull.

Any idea if this is related to the version or is there anything I can do to make this work after all?

 

Thank you!

Vincent

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Hello Vincent,

 

Please review this community post where the same problem was successfully resolved: https://community.creatio.com/questions/word-pdf-attachment-converter-creatio. Basically to fix this issue please find the "Aspose " package and generate source code for each schema in this package and then compile modified items. This should fix the issue.

 

Best regards,

Oscar

Found the answer in https://community.creatio.com/questions/word-pdf-attachment-converter-creatio

However, not sure how this can be done. Any help would be appriciated!

 Hi Vincent,

Install this package: https://anonymousfiles.io/mMnG31Bf/ first, after that install the add-on.

Regards,

Phuong Akira

Ok, seems like this Aspose dll is not available anymore in the new instances. This is the reason why the installation fails.

 

Is there any possibillity to add this dll (legally) to the new instances, or can the customer not use any PDF printable anymore?

 

Switching to fast reports would mean a lot of rework on the newly created printables...

Phuong Akira,

Thank you for the tip! But are we risking legal licensing issues by doing this?

Vincent Tahon writes

This add on devloped by Devlaps so you can ask them for this package installment's permission.

Hello Vincent,

 

Please review this community post where the same problem was successfully resolved: https://community.creatio.com/questions/word-pdf-attachment-converter-creatio. Basically to fix this issue please find the "Aspose " package and generate source code for each schema in this package and then compile modified items. This should fix the issue.

 

Best regards,

Oscar

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