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?
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?
Most likely, the mailbox synchronization is unsuccessful, you can open the browser console on the Network tab, then open the mailbox settings, in "Network" you should see the GetMailboxFolders request that reads existing mailboxes from the mail server.
Check if this request completes successfully, if there are any problems, you will see the reason why the mailbox is not displayed in the "response" tab of the request.
You can also make sure that the synchronization is correct on the mailbox diagnostics page.
If the problem persists, please contact our support team at support@creatio.com.
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?
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
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.
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.
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.
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.
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)
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?
I'm wondering if anyone can help in how the system could give me a report (I'm currently attempting with the Excel Reports app).
Example:
I am looking to run a list of Companies with the columns as "Name" and "Total Contacts".
I want the "Total Contacts" to only include Contacts created in the last week.
I thought the logical way would be to use a section report for Companies. Then user Advanced filter to drilldown into Contacts table and filter by my criteria.
What that does is only show the companies who have had contacts created within the last week, but when I run the report, the value for "Total Contacts" = Total contacts of all time.
I'm trying to find a way to show a section folder tree by default when the user enters a section.
For instance, when users go to the [Accounts] or [Contacts] section, they'll see the folder tree by default on the section page, just like when users go to the [Process library] section or [Lookup] section, they see the Folder Tree for those sections displayed by default.
The tree will open by default if user once opened it in the section and left it opened when leaving the section (since this state of the folders is written in the SysProfileData table and selected by the system when user enters the section).
So the user should once open the folder tree and not close it.
To solve the problem, I wrote SQL Script to update the SysProfileData table record where the user's settings were stored when the user entered the section.
Does anyone know how long a cookie auth token is valid for, and is it best practice to call and create another one for each call to the API?
Also, is there anyway to request an Auth Token without having to use an email and password? It doesn't seem so safe to share this information with 3rd party systems (in my case, Make.com).
I have a requirement to add Aspose.pdf Connector in Creatio. I have installed it and is visible in Application Hub, can anyone provide a document/ step of how to use the Aspose.pdf Connector in the Creatio for my Custom Package.
I have a requirement to show some fields with data in PDF form using a Preview button.
We would appreciate it if you can provide more details on your business requirements. Your described behavior can also be implemented via the business process, which will be triggered by a button click and will return an autogenerated page with values of the fields that you can forward to your printable
We would appreciate it if you can provide more details on your business requirements. Your described behavior can also be implemented via the business process, which will be triggered by a button click and will return an autogenerated page with values of the fields that you can forward to your printable
After creating printable report, after clicking on print button in the section it displays a Dialog box which is saying "Please fill in the system setting for converting to PDF" can you please help us on which system settings need to be filled?
We have an advanced dynamic folder created in a custom section.
If a user wants to see this folder, he needs to click "Filters/Folders" >"View Folders"> and choose the dynamic folder.
Is it possible to add a custom button that will apply the dynamic folder filter when it is clicked? Basically, we want to apply the dynamic folder filter in 1 click instead of 3
This is the table that stores the filter conditions "CustomSectionName" + "Folder". On the button click event, the dynamically created folder name has to be sent to this table and the section grid has to be loaded accordingly.
Instead of re-doing the task that has been implemented via OOTB "FilterModule", it is suggested to utilize the No-Code tools in this case, considering X number of dynamic folders. If it is for one folder, then please utilize the ESQ (for the customsectionFolder table).
In another way, a default filter can be set to a section. So when a section is loaded, it applies the filter and loads the records.
Thank you for the response. I do not want a default filter applied or add additional filters by using getFilters methos. I want the following on the UI when a button is clicked.
