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 :)

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.

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

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

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.

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 

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.

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.

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