We are trying to set up a default case in DCM for our Leads, but I cannot see a way to achieve this with the GUI editor - we can either specify some other set of values for the "Which column determines which case to use with a record?" column, or can specify that that column is not filled in, but our use case is such that it should choose this default case when either the column is not populated or the column is populated by any values not specified in other Cases' filters. Can this be done in some way I'm missing?

Thanks in advance.

Hi, in the Freedom UI currency fields, there doesn't appear to be any display of the currency being used or any ability to switch to an alternative currency. I've got more than one currency in the [Currencies] lookup, but the number field just appears to be a regular decimal field for data entry and viewing. I cannot find any details or guides on this in the Creatio Academy besides one article about adding a currency field that doesn't end up having the currency shown or assignable when following the guide in 8.0.10 or 8.1: https://academy.creatio.com/docs/user/nocode_platform/element_setup_examples/fields_and_inputs/number_field/set_up_a_number_field

We need a field that can be set to different currencies depending on the account.

Any help greatly appreciated.

Hi Community,

The normal behaviour of a MiniPage in Freedom UI, is that after filling the data and saving, the Section List Page is opened.

We want that after the Clicking Save on the Mini Page, the created record (Form Page) opens.

How can this be acheived ?

Sasori

Hi Community,

Can you please provide us a similar example about the attribute that is used for the page title ?

We would like to create a Label, that is based on an attribute (dynamic values) and not on static text.

Thank you

Sasori

Hi all,

I have a client who uses an unlimited multi-line text field in a detail and they would like to be able to see Line-breaks in the tile view of said detail.

 

Detail page view





Detail tile view

Is this possible?

Nb. We are using version 8 of creatio and the Freedom shell but the not Freedom pages.

Hi Comunity,

We have a lookup (Contact) in a custom Section. When the modal page of the Contact opens we would like another default field and not the 'Full Name' to be the default one

Example:

How it is :

How we would like it to be:

How can this be achieved ?

Sasori

Hi, can PDFs be printed using Printables? Or, is there another way to print PDFs?

There was a post that this was disabled in 7.14, but was coming back.

https://community.creatio.com/questions/ms-word-printable-template?_gl=….

It was possible using FastReports, but this has been retired in 8.0.3.

Hello everyone,

Previously, I posted a question in this forum to find out if it's possible to send webhooks from Creatio to my external REST API. According to the documentation, it seems that only receiving webhooks from an external service is supported. In response, I was suggested to create a process in the control panel and configure actions to listen for changes in some model and then send that information to my web service.

So far, I've followed these two steps:

1. I created a web service and configured its headers and parameters.

2. I created a process that listens for changes in a model, such as Opportunity, and then sends that information to my web service (which is my REST API).

I managed to do this process manually, but currently, I'm developing an integration with Node.js, and I'm consuming Creatio's OData4 REST API. My goal is to automate these two previous steps using code.

My questions are as follows:

1. Is it possible to create a web service from Creatio's REST API?

2. Is it possible to create a process using native C# code or metadata from the REST API?

I appreciate any guidance you can provide!

Hello everyone,

Previously, I posted a question in this forum to find out if it's possible to send webhooks from Creatio to my external REST API. According to the documentation, it seems that only receiving webhooks from an external service is supported. In response, I was suggested to create a process in the control panel and configure actions to listen for changes in some model and then send that information to my web service.

So far, I've followed these two steps:

1. I created a web service and configured its headers and parameters.

2. I created a process that listens for changes in a model, such as Opportunity, and then sends that information to my web service (which is my REST API).

I managed to do this process manually, but currently, I'm developing an integration with Node.js, and I'm consuming Creatio's OData4 REST API. My goal is to automate these two previous steps using code.

My questions are as follows:

1. Is it possible to create a web service from Creatio's REST API?

2. Is it possible to create a process using native C# code or metadata from the REST API?

I appreciate any guidance you can provide!

Hello everyone,

Previously, I posted a question in this forum to find out if it's possible to send webhooks from Creatio to my external REST API. According to the documentation, it seems that only receiving webhooks from an external service is supported. In response, I was suggested to create a process in the control panel and configure actions to listen for changes in some model and then send that information to my web service.

So far, I've followed these two steps:

1. I created a web service and configured its headers and parameters.

2. I created a process that listens for changes in a model, such as Opportunity, and then sends that information to my web service (which is my REST API).

I managed to do this process manually, but currently, I'm developing an integration with Node.js, and I'm consuming Creatio's OData4 REST API. My goal is to automate these two previous steps using code.

My questions are as follows:

1. Is it possible to create a web service from Creatio's REST API?

2. Is it possible to create a process using native C# code or metadata from the REST API?

I appreciate any guidance you can provide!