Sales_Creatio_enterprise_edition

How to replicate confidence level in opportunity section for custom edit pages ?

Pavan Manne

11:54 Apr 06, 2023

I have three edit pages for Opportunity section, and I would like to replicate the Confidence Level block from the out-of-the-box edit page to the other two pages I created. I have attempted to copy and paste the block, but I am encountering some issues. Could you please advise me on how to proceed or provide me with any necessary instructions?.

TIA

1 comments

Bogdan

16:33 Apr 09, 2023

Hello,

It could be achieved only by development.

This post could be helpful for you.

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Template + Macro

Matthieu Le Maitre

00:49 Apr 05, 2023

Hello everyone, I'm looking for a way to integrate information about an appointment, such as the date and time, into my email template. I have set up the email to be sent automatically when an appointment is scheduled, but I'm having trouble incorporating macros. Can anyone help?

2 comments

Mira Dmitruk

12:33 Apr 05, 2023

Hello,

Please find the instructions on macros creation in this Academy article.

Matthieu Le Maitre

15:47 Apr 05, 2023

Mira Dmitruk,

Thank you for your response, I will check if I can find my answer in the document.

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update

How to Update Creatio

15:13 Apr 04, 2023

Hello Everyone,

I was trying to update my Local Deployed Creatio from version8.0.4.1870 to Version 8.0.6.3522 but after runnig the downloader file in Powershell it is showing error .

Also when i tried the same with version 7.8.0.3374 it is showing updates till 7.17 only.

I am following the update guide from Documentation . Please Advise What to do.

6 comments

Bhoobalan Palanivelu

15:43 Apr 04, 2023

smit suthar,

What is the error that you face during the update?

16:08 Apr 04, 2023

Bogdan

16:23 Apr 04, 2023

Hi smit suthar,

We recommend updating to the latest release version of 8.0.6.3597 or to 8.0.7

Please contact support team to get the necessary scenarios and files

16:28 Apr 04, 2023

Bogdan,

how can i proceed now ?

Do i need to contact support team for this version update

can you please Clearify.

Bogdan

16:35 Apr 04, 2023

smit suthar,

Yes, please support team to get the necessary files for update.

16:36 Apr 04, 2023

Bogdan,

ok thanks

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package

layout

columns

How to get record list column layout to be saved within a package for all users

https://customerfx.com/article/including-the-default-column-layout-for-…

13:10 Mar 31, 2023

As the title says, I'm trying to save the column layout for a custom record section, as well as for Details on the record.

Using this resource, I haven't managed to save any that will transfer over when installing a new package.

I have saved bound a number of records to the SysProfileData within my package, however none of them have had the intended effect.

https://gyazo.com/9c2347d0e5a3d845888edf5c94b221ab

2 comments

Ryan Farley

18:35 Apr 01, 2023

Hello Oliver,

The method described in the article you mention does work for me (In fact, I just did this yesterday with no issues).

Make sure that you've first configured the column layout and selected the "save for all users" and that you're selecting the correct row from the SysProfileData table (the one with no user in the "Contact" column.

If it's not working for you, it's likely one of the two issues listed above.

Ryan

12:17 Apr 03, 2023

I appreciate the confidence in your article but I have 100% done both of these, about a thousand times, in every way possible.

Is this the only known solution/ there are no known issues with this?

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Countdown timer in a field

7.18

Alok Kumar

12:14 Mar 31, 2023

Hi, i am trying to implement a timer countdown in a field of a section. can someone give any suggestion how we can setup a countdown timer. i am using 7.18 version.

I can see in 8:0 update to add a countdown timer a component is added. but our requirement is to set countdown timer to a specific field. can someone help

3 comments

Orkhan

14:15 Mar 31, 2023

Hello,

Unfortunately, this is only available in the new UI. If you want to configure "countdown" you can update and configure according to this documentation:

https://academy.creatio.com/docs/user/nocode_platform/element_setup_exa…

Best regards,

Orkhan Gojaev

Alok Kumar

14:26 Mar 31, 2023

Can we create any business processs to solve this issue.

Orkhan

15:49 Mar 31, 2023

Alok Kumar,

Unfortunately we do not have such examples, we recommend that you upgrade to a newer version.

Best regards,

Orkhan Gojaev

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Menu item height size/font changes

Sach

00:00 Mar 31, 2023

How do I change:

Height of menu items on the left-hand side menu?
How to change the font size of those menu items?
- Will doing so change the height of the menu items?

1 comments

Best reply

Dmytro Vovchenko

13:49 Apr 05, 2023

Hello,

In order to change the height and font-size of the left panel elements you need to write your own custom CSS for classes .ts-sidebar-item-image, .ts-sidebar-item-text, .ts-sidebar-list

UsrViewModuleCSS:

.ts-sidebar-item-image, .ts-sidebar-item-text, .ts-sidebar-list &gt; li {
	height: 76px !important;
    font-size: 1.3em;
}

And then connect it in the replace model for BootstrapModulesV2:

 define("BootstrapModulesV2", ["css!UsrViewModuleCSS"],
function() {
	return {
		methods: {}
 
	};
});

Note, font-size doesn't change the height of the element.

Result:

Dmytro Vovchenko

13:49 Apr 05, 2023

Hello,

.ts-sidebar-item-image, .ts-sidebar-item-text, .ts-sidebar-list &gt; li {
	height: 76px !important;
    font-size: 1.3em;
}

And then connect it in the replace model for BootstrapModulesV2:

 define("BootstrapModulesV2", ["css!UsrViewModuleCSS"],
function() {
	return {
		methods: {}
 
	};
});

Note, font-size doesn't change the height of the element.

Result:

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printable

Override print button functionality

Syed Ali Hassan Shah

08:54 Mar 30, 2023

We have a use case where when a user clicks PRINT and selects a printable, we need to save the Printable in the Attachment detail in the Opportunity record, not download the file.

We have managed to save the Printable docx on a modified Opportunity field, but couldn't work out the code triggered upon clicking a Printable in the PRINT menu.

Can you guide us to where we need to make the change?

File attachments

opportunity.png

3 comments

Yuliya Gritsenko

20:28 Mar 30, 2023

Hello,

You can use this addon to complete your task - https://marketplace.creatio.com/app/printable-attachments-creatio

Best regards,

Yuliya Gritsenko

Ammar

08:12 Mar 31, 2023

Yuliya Gritsenko,

Hi Yuliya,

Thank you for the response. Ideally, we do not want the user to go to the record and then to the Attachments tab every time. We want to show that a user can quickly generate a document using a PRINT menu and automatically save it in the Attachments tab if possible.

Isn't there a System Setting where we can select whether to download a printable or save it in the Attachment tab?

Regards,

Ammar

Yuliya Gritsenko

20:54 Mar 31, 2023

Ammar,

Hello Ammar,

Unfortunately, we do not have ready examples of the implementation of this feature the way you need.

The only difference between the implementation via the addon and the way you ask is that in the addon implementation you will need to go to the Attachments and Notes tab and click the button there.

By the way, it is possible to set up so that the detail is displayed in the first tab.

Best regards,

Yuliya Gritsenko

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package

detail

How to export detail columns to package

https://customerfx.com/article/including-the-default-column-layout-for-…

18:38 Mar 29, 2023

Im trying to get the details columns to be saved within a package, does anyone know how to do this?

2 comments

Ryan Farley

19:46 Mar 29, 2023

Hello Oliver,

I have the details of how to include the default column layout in a package in this article:

Ryan

17:08 Mar 30, 2023

Is there any better resources? This doesnt seem to be working for me.

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data import