Sales_Creatio_enterprise_edition

1 comments

Max

17:51 Jan 30, 2023

Hello Pedro!

Unfortunately, there is no way to achieve this with built-in instruments, as it is expected that there would be a different product record for each feature so that when adding them into orders you can determine exactly what feature set is required.

However, you can do this by creating a "Replacing view model" for the "SpecificationInProductPageV2" schema. There, you would only need to change the "validateSpecification" function by removing the following part:

After that, you will be able to add multiple features into products!

Best regards,

Max.

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Question

ActivityPage

event

refresh

Find source of activity update

Kyle Wood

15:17 Jan 26, 2023

I have code which is launched in the OnSaving event and if certain conditions are met, adds data to the current activity before saving. If the activity was updated from the Activity page then after saving but before closing the activity I want to be able to display the additional data. If the activity was completed from the Account or Contact entity then there is no requirement to refresh. Can I find out from where the Activity update is being triggered ?

1 comments

Dmytro Vovchenko

10:04 Jan 30, 2023

Hi,

Inside the OnSaving event, you can get a StackTrace of this event, however, you won't be able to distinguish at what object it was performed because the event itself starts from the same point.

To understand from where your activity was saved you can add a special column to it which will contain information about the save process and read it inside your OnSaving event.
For example, create a boolean column IsFromActivity page, set its default value to false and override method save() inside ActivityPageV2 and there set the value to true. Then inside OnSaving whit this column you can understand where this Activity was saved.

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Question

MultiSelectLookup

check

Multiselect lookup takes time to mark existing records as checked

7.18

Shivani Lakshman

19:49 Jan 25, 2023

Hello team,

I have a multiselect lookup and a requirement where already selected records must be checked. I have used config.selectedValues to mark already selected records.

Unfortunately, the application takes a lot of time (from 6 to 15 seconds) before the already selected records are marked on the UI. Hence the users are selecting records again and creating duplicates. There are other validation issues around this as well.

Is there a way to stop user from selecting further records till all existing records are marked checked? Please have a look at the video.

The use case in short, is to ensure that the checked records are marked and only then the user is allowed to choose further records.

0 comments

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Question

Package Installation Error

8.0.4

compilation

Unable to compile the system

Sivanesan

07:18 Jan 20, 2023

Hello All,

I am trying to compile my system and its throwing an error.

Can someone assist.

Regards

Sivanesan S

1 comments

Oleg Drobina

14:23 Jan 22, 2023

Hello,

In the code of the UsrAccountInfoByTypeConverter you are trying to use the GetTypedColumnValue method in 81, 85 and 87 line and it's done incorrectly. You need to debug the code of the UsrAccountInfoByTypeConverter and check why the error is returned there (this should be related with types usage and columns from which data should be retrieved).

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Question

data import

8.0.4

accountaddress

Data Import in Account Address object

Sivanesan

15:48 Dec 26, 2022

I am trying to import data into account address object. By default Creatio allows the records to map with account object by name column. I need to map using a custom column. When I manually add the Account ID column(GUID) and map it with the account lookup in account address its creating a new record with Creatio GUID as name and mapping the address records to it. How can this be achieved?

2 comments

Harry

21:55 Dec 26, 2022

Hi Sivanesan,

If I am understanding your issue correctly, you are importing from excel and trying to map the the Account.ID column but actually mapping to the Account.Name column, which means you're actually creating new records with the GUID as the name.

What you need to do is when mapping, click on "related objects", find "Account", then select "Id". Your map should read like the attached.

Hope that helps. Don't forget to select the "Id" as the unique field to import by.

Sivanesan

07:09 Jan 02, 2023

Thanks for the response Harry. I have a custom ID column (Text ) in the detail table(Account Address) which I have to map to the main table(Account). I have already tried to follow the step you have mentioned for that custom column and tried to import but the import is not processing. And when I checked in the process log it has failed with the error " Terrasoft.Common.ItemNotFoundException: Column by path (prefix) not found in schema Account"

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Question

Activities not available when offline using Toggle Mode application

7.17

Stephen J Fisher

17:29 Dec 23, 2022

I'm having an issue where no previously created activities are appearing in the mobile application when toggling to Offline Mode.

Can anyone provide insight on where to look for a fix?

1 comments

Roman Brown

16:09 Dec 30, 2022

Stephen,

Just to clarify, so the issue is when you create an activity using an Online mode and switching to Offline, the activities you have created previously are not available in offline mode?

Kind regards,
Roman

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Question

MS Exchange

Setting up Mailbox with specific folders, no folders showing up

7.18

Francine Braese

23:04 Dec 16, 2022

Hello,

I added a new mailbox to our our Creatio on-prem instance and want to download emails from customized folders. I've selected this option but no folders are displaying. What could be causing this?

Thank you!

1 comments

Bhoobalan Palanivelu

05:55 Dec 17, 2022

Hi Francine Braese,

Do those folders have access to be shown at CRM end?
Also, did you try to check the inbox for the mail synchronization confirmation?

BR,
BHoobalan Palanivelu.

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Question

calculated_metrics

Add on not installing for calculated metrics

Heather Mahley

21:02 Dec 15, 2022

Hi I keep getting an error trying to download Calculated Metrics For Creatio into Dev. My version is 8.05.2424. It says it works on version 7 and up. Is anyone else having this issue?

4 comments

Bogdan

10:51 Dec 16, 2022

Hello Heather,

Could you please share the installation log?

Heather Mahley

14:33 Dec 20, 2022

2022-11-21 18:27:20,377 Loading file: MultiChoice.zip 100%
2022-11-21 18:27:20,861 Packages validation started
2022-11-21 18:27:25,407 Packages have been validated
2022-11-21 18:27:25,642 Configuration backup started.
2022-11-21 18:27:25,657 Loading packages from archive
2022-11-21 18:27:25,673 Package "MultiChoice" loaded
2022-11-21 18:27:25,689 Configuration backup successfully created.
2022-11-21 18:27:25,986 Application install from file started. Application name: MultiChoice. Code: MultiChoice.
2022-11-21 18:27:25,986 Preparing packages for installation
2022-11-21 18:27:26,048 Loading packages from archive
2022-11-21 18:27:26,064 Package "MultiChoice" loaded
2022-11-21 18:27:26,079 Skipped - Loading packages from database (new application)
2022-11-21 18:27:26,079 Composing packages
2022-11-21 18:27:26,626 Schema "MultiChoiceCombobox" saved in package "MultiChoice"
2022-11-21 18:27:26,751 Schema "MultiChoiceMixin" saved in package "MultiChoice"
2022-11-21 18:27:26,751 Package "MultiChoice" saved
2022-11-21 18:27:26,923 Added - resources in package "MultiChoice"
2022-11-21 18:27:26,954 Added - dependencies of package "MultiChoice"
2022-11-21 18:27:27,017 Added - schema caption localizations in package "MultiChoice"
2022-11-21 18:27:27,017 Package hierarchy actualization is started
2022-11-21 18:27:27,548 Package hierarchy actualization is completed. Affected records: 21
2022-11-21 18:27:27,548 Package hierarchy updated
2022-11-21 18:27:27,564 Updating tables structure in database
2022-11-21 18:27:27,579 Updating modified schemas
2022-11-21 18:27:27,689 Installing data
2022-11-21 18:27:28,345 Schema source code "MultiChoiceCombobox" from package MultiChoice generated
2022-11-21 18:27:28,407 Schema source code "MultiChoiceMixin" from package MultiChoice generated
2022-11-21 18:27:28,423 Updated modified schemas
2022-11-21 18:27:28,439 Updating modified schemas
2022-11-21 18:27:28,454 Updated modified schemas
2022-11-21 18:27:28,470 Configuration build started
2022-11-21 18:27:28,517 Current schemas info loaded
2022-11-21 18:27:28,689 New schemas info loaded
2022-11-21 18:27:28,720 Configuration state loaded
2022-11-21 18:27:28,720 Configuration server content generation started
2022-11-21 18:27:28,720 Configuration server content generated
2022-11-21 18:27:28,798 Schema JS module descriptors updated
2022-11-21 18:27:28,798 Schema JS module items loaded
2022-11-21 18:27:28,829 Schema JS module paths generated
2022-11-21 18:27:28,829 Schema JS module paths updated
2022-11-21 18:27:28,845 Schema content bootstrap updated
2022-11-21 18:27:29,048 Meta info file updated
2022-11-21 18:27:29,235 File content generation started
2022-11-21 18:27:29,298 File content descriptors obtained
2022-11-21 18:27:29,314 File content descriptors generated
2022-11-21 18:27:29,329 File content bootstraps generated
2022-11-21 18:27:29,329 Configuration build finished
2022-11-21 18:27:29,735 Application installed successfully

Bogdan

22:48 Dec 20, 2022

Heather,

As we can see in the logs 'Application installed successfully'.

So the error occurred only on the UI.

Heather Mahley

23:12 Dec 20, 2022

So what should I do next to address the UI?

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Question

Import users with passwords from Excel

Vladimir Sokolov

23:37 Dec 07, 2022

Hello!

1) How is it possible to perform password import from Excel? When I add a column 'Password' to the Excel file import doesn't start.

I would like to import users, set some default password (the same for everyone or equal to username). Is it possible to do with Import, Process or SQL script?

2) How is it possible to send invitation email to all portal users imported from Excel? Can any Business process do that?

I cannot imagine how to make this manualy for hundreds users

Thank you.

Vladimir

4 comments

Best reply

Ryan Farley

01:25 Dec 08, 2022

As for importing the passwords, yes, it is possible. However the column cannot be named "Password". If you name the column in the Excel file "Passwd" or something other than Password, you can import the passwords. Also useful to check the box for reset password so they're prompted to change it from the default on first login.

You'll also need to import to Users in Roles to add them to All employees role as well, last I checked that doesn't happen automatically from an import of users.

I have a write up of importing users from Excel here: https://customerfx.com/article/importing-users-into-creatio-formerly-bp…

As for an email of some kind, I don't recall if you can use a signal in a process for a record added to SysAdminUnit, however, you could do it from a signal from a record added in Contact where a SysAdminUnit record exists (with a Type=4) and trigger a process from that (since importing the user will also create the contact). I believe that would work, although I've not tried it.

Ryan

Ryan Farley

01:25 Dec 08, 2022

You'll also need to import to Users in Roles to add them to All employees role as well, last I checked that doesn't happen automatically from an import of users.

I have a write up of importing users from Excel here: https://customerfx.com/article/importing-users-into-creatio-formerly-bp…

Ryan

Ryan Farley

01:27 Dec 08, 2022

However, the one thing you can't do from an import of users, is set their license. You'll have to do that manually after the import.

It's not so bad though, in the System Users section you can select all the imported users and then select "Grant license" from the Actions menu. You can also do it in the License Manager (add multiple users to a license at once)

Ryan

Vladimir Sokolov

12:55 Dec 08, 2022

Ryan Farley,

Thank you for such a detailed description! That helps a lot!

Kind regards,
Vladimir

Vladimir Sokolov

12:58 Dec 08, 2022

I also add 'Administrator for organization on the portal' in “User in roles” for portal organization administrators

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Question

Multiple Pipelines

Ken Mocabee

21:40 Dec 06, 2022

We have multiple business units that have different pipeline stages. I can see how to create stages within the existing pipeline, but I can't see how to create separate pipelines with their own unique stages. Is that possible?