#lead
Sales_Creatio_enterprise_edition
8.0
Find and merge duplicates - create leads from third party app
Uriel Nusenbaum
01:43 Jul 06, 2022

Hi Community! Hope you are doing well.

My goal is to create leads from third party app, obviously avoiding loading duplicates.

I have those questions:

  1. I know that it exists in the process element "Find and Merge duplicate". What is the result of this item? Does it tell us what is the ID of the record that remains? The new record created or the merged record in which result/parameter? gOldRecordId?
  2. I'm working on a source code schema. Can I re use some code to achive my goal? I was reviewing some other services that create leads from landing pages or others, but they are not simple to adapt. Is there any method that allows me to validate duplicates or to do the merge by code after having saved a lead?

Any other comment or suggestion are welcome.

Thank you!

Regards.

 

 

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Sales_Creatio
sales
Sales_Creatio_enterprise_edition
8.0
Creatio no longer responds
LÉZORAY Nicolas
11:26 Jun 24, 2022

Dear mates,

We are facing a problem since we are using Creatio (2019).

Occasionally, while in use, Creatio stays loading and becomes unresponsive.

If we open a new tab Creatio remains inaccessible.

We have to close the browser and reopen it to be able to access it again.

Currently we are using Chrome but the problem also happened with Firefox.

Do you also encounter this problem ?

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2 comments
Bogdan
11:37 Jun 24, 2022

Hello, 



Please contact our support team (support@creatio.com) for further investigation. 



Best regards,

Bogdan

 

LÉZORAY Nicolas
11:55 Jun 24, 2022

Bogdan,

Hello Bogdan,

I allready open several tickets without any solution.

I would like to know if other users of Creatio encounter or have encountered this problem.

I will open a ticket today with the timestamp of the problem.

Thank you,

Nicolas

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Owner
Activity
Sales_Creatio_enterprise_edition
7.18
how to select any contact as owner when creating new activity 
Moheman
15:13 Jun 22, 2022

how to select any contact as owner when creating a new activity, I tried to change "ShowAllContactsAsOwner" feature to true but still, I can't select only system user contacts

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Gleb
22:57 Jun 22, 2022

Hello Moheman,

 

usually, all the users under the All employees role can be set as owners.

Please note, that custom filters can also cover up users from being added to the owner field.

You can find more information about creating activities here:

 

https://academy.creatio.com/docs/8-0/user/crm_tools/activities/create_a…

 

Regards,

Gleb.

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devlabs
Sales_Creatio_enterprise_edition
8.0
Add-on installation error: Starting a project
Vincent Tahon
09:32 Jun 20, 2022

Dear,

 

I tried to install the following add-on from the marketplace: Starting a project (https://marketplace.creatio.com/template/starting-project)

But the installation failed. See attached log.

The Creatio instance is version is 8.0.2.

 

Any idea if this add-on can still be used and how to properly install?

 

Kind regards,

Vincent

File attachments
install_error.txt
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3 comments
Ryan Farley
19:05 Jun 21, 2022

I've recently tried this same package and get the same error and was going to report to support. Have you reported to support already?

Ryan

Vincent Tahon
09:48 Jun 22, 2022

Ryan Farley,

Hello Ryan,

 

I did not report this to support as I was told that support for DevLabs add-ons is done via the community. Should I raise a ticket in the success portal?

 

Thanks

 

 

Irina Lazorenko
19:05 Aug 04, 2022

Hi Vincent,

 

I have updated the template package. Try installing the template again.

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Email
Sales_Creatio_enterprise_edition
8.0
is there a quick way to delete invalid emails?
Heather Mahley
20:50 Jun 07, 2022

I have over 2 K invalid emails in my system and I just need to remove them. Is there a way to do that? or do I need to go record by record?

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Yurii Sokil
13:39 Jun 10, 2022

Hi Heather, 



Could you please elaborate a bit on how you determined that the email is invalid? 

Also, do you mean the email address or the email message? 



Best regards,

Yurii. 

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addon
marketplace
Sales_Creatio_enterprise_edition
7.18
Error installing add-ons: The type 'ExcelWorksheet' exists in both...
Vincent Tahon
17:56 May 24, 2022

Dear,



We are having issues with installing several add-ons from the marketplace.

These same add-ons were successfully installed in other Creatio instances, but here with one specific website they are throwing errors.



1. https://marketplace.creatio.com/app/excel-reports-builder-creatio



2022-05-24 16:14:35,661 Compiling configuration dll

2022-05-24 16:15:33,735 Errors and (or) warnings occurred while compiling configuration dll

2022-05-24 16:15:33,735 Autogenerated\Src\IntReportHelper.IntExcelExport.cs(273,31) error CS0433: The type 'ExcelWorksheet' exists in both 'EPPlus, Version=4.1.0.0, Culture=neutral, PublicKeyToken=ea159fdaa78159a1' and 'EPPlus, Version=4.5.3.2, Culture=neutral, PublicKeyToken=ea159fdaa78159a1'





2. https://marketplace.creatio.com/app/email-approvals-creatio



2022-05-24 17:45:40,097 Compiling configuration dll

2022-05-24 17:46:32,008 Errors and (or) warnings occurred while compiling configuration dll

2022-05-24 17:46:32,008 Autogenerated\Src\IntReportHelper.IntExcelExport.cs(273,31) error CS0433: The type 'ExcelWorksheet' exists in both 'EPPlus, Version=4.1.0.0, Culture=neutral, PublicKeyToken=ea159fdaa78159a1' and 'EPPlus, Version=4.5.3.2, Culture=neutral, PublicKeyToken=ea159fdaa78159a1'



It is strange that they both throw the same error.

Is there any way to fix this?





Kind regards,

Vincent

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1 comments
Irina Lazorenko
19:04 Jun 03, 2022

Hi Vincent,

Creatio platform doesn't allow installing one .dll library several times (in this case, EPPlus). Both errors indicate that you already have the EPPlus library installed on your Creatio site. The 'Excel reports builder for Creatio' app uses the library, while the 'Email approvals for Creatio' app does not.

The problem can be fixed by finding the other package that has the library on your Creatio site and manually removing the library from one of the packages to resolve the conflict.

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approval
Sales_Creatio_enterprise_edition
7.18
Display more info in approval (right sidebar)
Vincent Tahon
09:36 May 24, 2022

Dear community,

 

Is it possible to add more info in the approvals in the right sidebar?

In the desktop application, it is possible to click to the related record (e.g. invoice) to see the detailed info, but in the mobile app it is not possible.

Therefore, I would like to add some text containing a short description:

https://prnt.sc/rzKCmxQgIEnC

 

 

Kind regards,

Vincent

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Mira Dmitruk
13:19 May 24, 2022

Hello Vincent,

 

Please be informed that at the moment, in the existing interface of mobile application approvals, it is not possible to implement such logic as you described.

A request for the implementation of this functionality has already been registered and I will also attach your request there to increase its priority.

 

Thank you for choosing Creatio!

 

Kind regards,

Mira

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lead to opportunity
Sales_Creatio_enterprise_edition
7.18
Recover attachements and feed in opportunity created from lead
Damien Collot
17:35 May 18, 2022

Hi,



Does anyone know how we could transfer attachments and feed history from the lead to its corresponding opportunity when transferring to the sales team ?



Thanks,



Damien

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2 comments
Best reply
Denis Bidukha
16:46 May 19, 2022

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
16:46 May 19, 2022

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

Damien Collot
13:55 May 20, 2022

Denis Bidukha,

Thanks a lot, will try that out :)

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Video_player_for_Creatio
Sales_Creatio_enterprise_edition
7.18
Video player for Creatio - File not found
Vincent Tahon
09:58 May 18, 2022

Dear community,

 

We have installed the 'Video player for Creatio' add-on from the marketplace.

See: https://marketplace.creatio.com/app/video-player-creatio

 

When adding a video to the section's attachments, there is a 'Play video'-button.

However, when clicking this button, a 'Server error'-page is shown (404 - File or directory not found.)

This is the URL: https://vynova-group.creatio.com/0/rest/VideoPreview/GetHtml?fileId=eac…

 

Any idea what the problem is and how to fix?

 

 

Kind regards,

Vincent

 

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Eugene Vorobiov
16:32 Jun 03, 2022

Hi Vincent!

We reviewed the add-on and reproduced the issue on our end. That was an out-of-the-box compilation-related error. When installing the package, the system did not compile and did not generate static content. We plan to fix this problem in future versions of Creatio. For the time being, I recommend recompiling your system.

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attachments
zip
Business Process
server-side
Client-side
Sales_Creatio_enterprise_edition
7.18
How can I create a ZIP file with the attachments of a specific record using a process, and make the user who execute the process download it?
Pedro Pinheiro
18:37 May 12, 2022

Hi Community,

 

I’ve this requirement where a specific user must run a specific Process. In this process, there should be a set of tasks that must gather all the attachments of the current record and generate a ZIP file with these attachments. Furthermore, this process should also download the ZIP file to the user’s computer.

 

Any idea on how can I achieve this requirement?

 

Thanks in advance.

 

Best Regards,

Pedro Pinheiro

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Aleksei Efimenko
08:28 May 13, 2022

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.

Uriel Nusenbaum
18:00 May 30, 2022
Hi there! We recently uploaded an application to the marketplace 
that allows you to download all the files of a section, example of an 
account, in a ZIP file. Possibly it is useful for your use case or 
to check how it was done. 
Check it here https://marketplace.creatio.com/app/download-zip-button-creatio

Thank you

Regards

Pedro Pinheiro
19:09 May 30, 2022

Uriel,

 

Thank you for the response. We manage to find a solution for our requirement. However, If we get another use case like this one, we will have your application in mind.

 

Best Regards,

Pedro Pinheiro

 

Pavan Manne
08:37 Mar 02, 2023

Hi Pedro Pinheiro,

 

I am trying to achieve the same requirement . Would you be able to provide me the logic you used to create the zip and download it?. 

 

Best regards,

Pavan Manne

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