Hi,

Does anyone know how we could transfer attachments and feed history from the lead to its corresponding opportunity when transferring to the sales team ?

Thanks,

Damien

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Hello Damien,

 

Thank you for your question. Your task may easily be solved by a Business Process:

- for files, you may use Element "Process File"

- for Feed - you will need two Elements - Reed data and Add data that will process object "Message/comment". You will need to exact the body of the feed on the lead page and create a new feed message on the opportunity page. (It will be also needed to be careful while setting the schema lookup field by choosing Schema -> Opportunity for Add data element)

 

I hope my recommendation was useful for you.

 

Best Regards,
Dan

Hello Damien,

 

Thank you for your question. Your task may easily be solved by a Business Process:

- for files, you may use Element "Process File"

- for Feed - you will need two Elements - Reed data and Add data that will process object "Message/comment". You will need to exact the body of the feed on the lead page and create a new feed message on the opportunity page. (It will be also needed to be careful while setting the schema lookup field by choosing Schema -> Opportunity for Add data element)

 

I hope my recommendation was useful for you.

 

Best Regards,
Dan

Denis Bidukha,

Thanks a lot, will try that out :)

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Dear community,

 

We have installed the 'Video player for Creatio' add-on from the marketplace.

See: https://marketplace.creatio.com/app/video-player-creatio

 

When adding a video to the section's attachments, there is a 'Play video'-button.

However, when clicking this button, a 'Server error'-page is shown (404 - File or directory not found.)

This is the URL: https://vynova-group.creatio.com/0/rest/VideoPreview/GetHtml?fileId=eac…

 

Any idea what the problem is and how to fix?

 

 

Kind regards,

Vincent

 

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Hi Community,

 

I’ve this requirement where a specific user must run a specific Process. In this process, there should be a set of tasks that must gather all the attachments of the current record and generate a ZIP file with these attachments. Furthermore, this process should also download the ZIP file to the user’s computer.

 

Any idea on how can I achieve this requirement?

 

Thanks in advance.

 

Best Regards,

Pedro Pinheiro

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Hello Pedro,
Unfortunately, your task can not be achieved using the basic logic of Creatio. There is no possibility to generate ZIP files from attachments.
Also, you can not download some files to the user's computer automatically until he does not download them manually.
Best regards, Alex.

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Hi All,

 

I get the following error when I want to run the application locally in mac os operating system. How can i solve this error?

I use this command:
dotnet Terrasoft.WebHost.dll

I get this error : 
Unhandled exception. Interop+AppleCrypto+AppleCommonCryptoCryptographicException: MAC verification failed during PKCS12 import (wrong password?)
 

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Hello, 

This error seems not to be related to Creatio, but rather to the logic of how applications ran on Mac. 
It looks like you are using an incorrect certificate password or you are using a certificate not protected with a password at all.

Please find more information on this error here:
https://stackoverflow.com/questions/69686217/applecommoncryptocryptogra… 

Please also note that Creatio doesn't officially support macOS as for now.
System requirements for Creatio can be found here:
https:/academy.creatio.com/docs/user/on_site_deployment/system_requirements/server_side/server-side_system_requirements

Kind regards, 
Roman

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Hey Everyone, 

 

I would like the user to be able to add multiple notes that are time stamped, within the opportunities modules. 

 

It's actually the functionality of the "feed" that I am after. But I don't want each feed post/note to be shared + It would be good to change the placeholder text to something rather than 'What are you working on".

 

Would it be possible to change this just for one module? With/without dev help.

 

Thanks all. 

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Hi Mark,

 

To change the "What are you working on message" you need to create a replacing module for the "SocialFeed" module (for example with the code below):

 define("SocialFeed", [], function() {
		return {
			methods: {
			}
		};
	});

and then find the WritePostHint localizable string and modify its value. After the new schema is saved and the page refreshed you will get a new message (but please note that it will be done for all feed containers in all pages). If you need this change to be applied only to one section feed then the logic of the "SocialMessageEdit" element's "placeholder" property should be modified (in the same "SocialFeed" module).

 

As for different feed posts visibility and sharing: it's a better approach to use feed channels instead of posting into some record feed in case you need to not display every single feed post in the record. The feed itself was designed to leave comments on the workflow or tag someone in the record. Or you can try enabling record permissions for the "SocialMessage" object (that stands for feed messages) and create some business process that automatically distributes access rights based on some conditions.

 

Best regards,

Oscar

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We are trying to use https://marketplace.creatio.com/app/advanced-list-setup-creatio to setup different folders with different columns.  The use case is that users will want to see certain columns and also filter by multiple pre-defined columns/options as they plan which accounts to target for the day.  After applying a filter to the folder, the columns change.  Am I missing something in how to actually save the columns?

 

 

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Hi, Melanie!
I am not sure I understand the issue. Could you send us more details about it? Specifically, please tell us the expected result and provide us with steps to replicate the issue.

Also, you might want to review the short add-on instructions to ensure it is set up correctly and you are not experiencing the intended behavior.

The add-on lets you set up different columns for different folders.

To do this:

1. Select a folder (folder must contain at least one filter).

2. Click the "Set up filter for the folder" button.

 

3. Click the "Select fields to display" button and set up the custom columns.

4. Save the folder settings.
 

 

As a result, if you select the folder, you will see the custom column configuration. If you select a different folder, you will see the standard column configuration

Yevhen Vorobiov,

Hello,

We have followed the instructions for setup.  The use case is that users will want to see certain columns and also filter by multiple pre-defined columns/options as they plan which accounts to target for the day.

The expected behavior is that they could adjust the filters on the folder, select apply, and have the columns remain in the folder.

 

Expected behavior in your example: from the Test folder change Type = Our company to Type = Competitor (or any other type), select apply and have the columns remain that are set for the Test folder.

 

Instead what we are seeing is that the columns revert back to the default columns whenever the filter is modified.

 

Please advise how we can do this.

Melanie Forrest,

Hello Melanie!

Thank you for the information. I understand the issue now.

The add-on does not support dynamic changes to folders. As such, you have to click "Save" after applying changes to folder filters. As a result, you will see the custom list.

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Hello

I would like to build a business process parameter of type "Collection of records".

- The user is asked to choose an object in a lookup ( attachment file)

- This file is added to the collection (that is where I struggle)

- The user is asked if he want to add more object to the list.

- ... 

- The user validate and the list is used in a subprocess to process the choosen files

 

Many thanks if you can give me a hint on how to do that.   

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Dear Antoine, 
It's impossible to implement using basic application logic.
During single business process execution, it is possible only to upload files to a single object at once.

Hello, thank you for your answer.

I am not trying to upload multiple files.

I just want to ba able to add object references to an object collection parameter.

Let's say it like this:

- When you read Data from Creatio, if using filter others than ID, you get a collection of object. Which is stored into a "collection" variable.

-Now I have a collection, let say I read another object of the same type with anoter filter, I want to add that object to the above existing collection. How can I do that?

 

 

Thank you 

 

The code should look something like this:

// create collection/list or get from param
var list = new CompositeObjectList<CompositeObject>();
 
// create item and add to collection/list
var item = new CompositeObject();
item["SomeProperty"] = "Some value";
item["SomeOtherProperty"] = "Some value, etc";
list.Add(item);
 
// now set list in param
Set<CompositeObjectList<CompositeObject>>("MyCollectionParamName", list);

See https://customerfx.com/article/working-with-collection-parameters-in-a-…

Ryan 

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Hi all, would appreciate any opinions on how you would set up the architecture based on the scenario below.  

 

I've got 'Agents' and 'Suppliers'. They are very different, but Agents can be a Supplier and a Supplier could be an Agent. From a user point of view, it would make sense to manage these as separate sections. 

 

I see my options as the following and would value anyones input. 

 

1. Use Accounts Section for both and create columns for both scenarios. 

The only disadvantage of this is that the user wouldn't have clear different sections to find each one. 

 

2. Create two new sections which are for 'Agents' and 'Suppliers' and do not use the 'Accounts' section. 

 

3. Use two sub-sections from Accounts for "Agents" and "Suppliers" - effectively creating separate profiles, but connected the overarching Account. I think this is built upon the "Partnerships" Section that is already there, which could be used for "Agents".

 

Thanks all!

 

 

 

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Hi Mark!

Use Accounts Section for both definitely (1st option).
sers can work with filters or you can add some 'Quick filters' for switching between Agents and Suppliers to make it more comfortable.

Vladimir Sokolov,

Thanks Vladimir.

 

I also read that you can create a section based upon the object of another section? I.E A Section called 'Agents' which would be Accounts with the type "Agents". Does this sound logical option? 

Would you also use the Invoice section for both "Agent" (revenue) invoices and "supplier" (Cost of sale) invoices? 

 

Thanks for your help!

 

 

 

 

Mark,

 

we would not recommend you to create a sub-object as a separate section as it can only be done through configuration and database changes, which can harm the system.

 

As a solution we can offer you a couple of options:

 

1. You can create a folder in the section, which contains all necessary data and will be available for you as a separate list.

 

2. If you need to transfer some data to a different section so it will only be visible for a number of users, this should be done via roles and permissions.

 

3. Finally, if a part of data in the object is really important and needs to be in a separate section, we would strongly recommend creating a new object and using it for a new section.

 

Regards,

Gleb.

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Hi Team. Im try to add the excel report to the workplace sales (or any other) and getting this error:

 

https://i.imgur.com/uoLu5dC.png

https://i.imgur.com/rToRhPF.png

https://i.imgur.com/ZxbkuVz.png

 

Some idea?

https://marketplace.creatio.com/app/excel-reports-builder-creatio

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I get that often with that Addon for some reason, not sure why. It will usually work after a log out and back in again (or sometimes after a few). 

Sometimes I just add it directly to the SysModuleInWorkplace table.

Either way, it must be some sort of caching issue, since eventually it will work and all you to add it to the workplace.

Ryan

Yes, I just add it with SQLquery 

INSERT INTO "SysModuleInWorkplace" ("Position", "SysWorkplaceId", "SysModuleId") VALUES ('99', (select "Id" from "SysWorkplace" where "Name" = '<Name of workplace>'), (select "Id" from "SysModule" where "Caption" = 'Excel reports'))

Thanks Rayan.

 

Federico.

Federico Buffa 😀,
 

Hi, Federico!
Thank you for the query.
We are aware of this issue. It can occur after the installation of any package, not just this add-on.
Our R&D department is reviewing it, but we don't have a solution currently.

As workaround, you can make any changes in workplaces. For example, delete a section and add it again. You should not have problems with adding a new section after this.

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Dear Community,

 

Does any1 know how to remove some of the sections under 'Connected To' field group in 'Activity' section? Please see attached picture

And at later stage, if I want to add them back how can I do

 

Please kindly advise

 

Many thanks

 

Mich

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Hello Mihn,

 

Unfortunately, your task cannot be achieved by using OOTB tools.

Business rules functionality can be used for "Connected to" detail only for filtration. But sadly, other rules will not be applied to this detail.

 

We have already registered the corresponding query for our R&D team and will be waiting for the implementation of this functionality in future releases.

 

Thank you,

Artem.

Hello Mihn,
you can hide using css rule

hi Stefano,

 

Can you show me a bit in details about CSS rule please

 

Thanks in advance 

 

Mi

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