Hello Andrew,

Hope you're doing well.

Could you please provide us with the setup of the "Month" column and "Achieved Rate" column as well (with a description from which object you add it)?

Thank you in advance.

Best regards,

Roman

Hello Andrew,

Thank you for your reply.

At first, you can try to change the type of calculation from the "Average" to others for the 'Achieved Rate' column (for example set "Amount" to see how the calculations will be changed). Also you can compare the accuracy of the formula you use if you check the report of the needed records in excel. For that you will need to find the needed section (Opportunity), open the needed records/details for the 8th month, and export those records to excel. After that you will be able to re-check the value you received in the pivot table with the value you got in the excel report for the same period.

Also in the article below you can find more information about the formulas that are being used in the system:

• https://academy.creatio.com/docs/user/no-code_customization/ui_and_busi…

Best regards,

Roman

Roman Rak,

Hi Roman,

Thank you for your reply. But it didn't answer my question.

As the screenshot below, you can see there is obviously no appropriate item to calculate what I need, and of course I had tried every item and no result was right. 

On the other hand, I found that in the Forecast section, the (pivot) table shown there is correct! I added a new forecast "FORECAST BY OPPORTUNITY" as shown below, and you can see the three Achieved Rates of the last 3 rows are correct respectively under the 3rd quarter of 2021.

So, what do you think?

Hello Andrew,

Could you please specify where is located the needed pivot table ('Quarter Achievement)?

Thank you in advance.

Roman Rak,

Thanks in advance. The location is as follows:

https://046240-sales-enterprise.creatio.com/0/Nui/ViewModule.aspx#SectionModuleV2/OpportunitySectionV2

Hello.  I'm facing a similar issue.  Did you manage to solve it?

Hello Nicolas,

In order to see information for a particular contact in the dashboards you will need to associate the dashboard with section data like this:

It will only work for the records currently displayed in the list. So to see the data for one record only you will have to filter the records so that only one Contact is in the list.

Best regards,

Max.

Hello Max,
On Freedom this feature is not available ?
I'm trying to put a classic graph on freedom but I can't find the "access section data" block ?
 

i find it sorry ! the parameter is on the series

Hi Adam,

Please check the following and get back to us:

1. Can you create contacts successfully after scanning a business card?

2. Did you add additional required fields to the Leads section? If yes, this setting is blocking the lead creation.

Moreover, please specify your Creatio product and its version to help us to reproduce this issue.

Ivan Leontiev,

Hi Ivan,

we also have a problem with creating contacts with the business card scanner and it is related to required fields.

How can we add them to the Scan Results page?

Thanks and best regards,

Robert

Hello Robert,

Thank you for your question!

You can add new fields to the Scan Results page only by development. An alternative way is to create the required fields on the page level (not on the database one).

Kind regards,

Anastasiia

Anastasiia Lazurenko,

Thanks for the info! Is there a guide or at least some hints for adding the needed fields?

Thanks,

Robert

Hi Anna,

I managed to reproduce this issue and forwarded it to the relevant team for further review. We will contact you if we have feedback.

We are also experiencing this problem in CRM bundle 7.18 in .net core setup. Is there any solution or workaround present for this issue?

Hi Ivan Leontiev,

Are there any update from the team regarding the issue or  any workaround suggested from the team.

Hi, everyone!

We are working on this issue.

We will resolve it in the new version, however it will be incompatible with the current version. 

Also, we have a workaround for the old version:

1. Create a replacing object for OpportunityProductInterest.

2. Save it.

3. Click "Open Process"

4. Replace code in the "methods" section with this:

namespace Terrasoft.Configuration
{
 
                using DataContract = Terrasoft.Nui.ServiceModel.DataContract;
                using Newtonsoft.Json;
                using Newtonsoft.Json.Linq;
                using System;
                using System.Collections.Generic;
                using System.Collections.ObjectModel;
                using System.Data;
                using System.Drawing;
                using System.Globalization;
                using System.IO;
                using System.Linq;
                using Terrasoft.Common;
                using Terrasoft.Common.Json;
                using Terrasoft.Core;
                using Terrasoft.Core.Configuration;
                using Terrasoft.Core.DB;
                using Terrasoft.Core.DcmProcess;
                using Terrasoft.Core.Entities;
                using Terrasoft.Core.Factories;
                using Terrasoft.Core.Process;
                using Terrasoft.Core.Process.Configuration;
                using Terrasoft.GlobalSearch.Indexing;
                using Terrasoft.UI.WebControls.Controls;
                using Terrasoft.UI.WebControls.Utilities.Json.Converters;
 
                #region Class: OpportunityProductInterest_CustomEventsProcess
 
                public partial class OpportunityProductInterest_CustomEventsProcess<TEntity>
                {
 
                                #region Methods: Public
 
                                public override void CalckOpportunityAmount(Guid opportunityId) {
                                                if (opportunityId != Guid.Empty) {
                                                                var select = new Select(UserConnection)
                                                                                .Column(Func.Sum("Amount")).As("Amount")
                                                                                .From("OpportunityProductInterest")
                                                                               .Where("OpportunityId").IsEqual(Column.Parameter(opportunityId)) as Select;
                                                                double amount = 0;
                                                                select.ExecuteReader((reader => {
                                                                                amount = reader.GetColumnValue<double>("Amount");
                                                                }));
                                                                var opportunity = UserConnection.EntitySchemaManager.GetInstanceByName("Opportunity")
                                                                                .CreateEntity(UserConnection);
                                                                opportunity.FetchFromDB(opportunityId);
                                                                opportunity.SetColumnValue("Amount", amount);
                                                                opportunity.Save(false);
                                                }
 
                                }
 
                                #endregion
 
                }
 
                #endregion
}

5. Save and publish the process.

Note that this solution will take effect on basic logic for Opportunity

Hello Pedro,

Here is an article on the Academy that describes creating a field with an image.

I would suggest you create two fields and hide one or the other based on the due date using business rules.

Hope this helps!

Best regards,

Max.

Hi Julien, 



If i understood your business task corectly, you need to call those processes from DCM panel. You can do so in DCM configuration. Add a step for the status, in which you want to call a process. You can refer to the screenshot below. 

Best regards,

Yurii. 

Hi Pratik, 



This is the know issue of the version. 

Our R&D team is working on this to be fixed in the future releases. 

There's a workaround to this issue. To implement it please create following request to support team (since your instance is cloud) :

1) set "false" to following keys in  Terrasoft.WebApp\web.config 

<add key="Feature-UseSeparatedOdataEntitiesDll" value="false" />

<add key="Feature-ODataEntitiesCompilationInSeparatedDll" value="false" />

if such keys don't exist, they can be added to  the block <appSettings>;

2) Generate source code for all schemas and compile all. 





Please note, that this fix is only applicable for 7.18.1. Please remove this tags from web.config when updating to newer versions of the application, as it will cause the Odata functionality to not work. 



You can also refer to this community post in your support request. 

Best regards,

Yurii

 

Hi Yurii,

It Worked, Thanks for the help. 

Hi. 

This solution is for version 7.18.1 only.

Hi,

I have the same issue as Patrik, but I am using version 8.1.2.3942. Could you please suggest a solution? 

P.S. This logic worked for me before the upgrade.

Aurora Leka,

Hello!

If you are expecting such an issue using version using version 8.1.2.3942. Please take the next steps:

1. 1. Ensure that the update was successful (double-check Update extended logs).
2. 2. Run full schema generation and compilation process.

If those recommendations do not help you to solve the issue please contact support@creatio.com with information about this issue.

Hello Julien,

I have the steps to change this default to outgoing here: https://customerfx.com/article/setting-the-default-call-direction-to-ou…

Ryan

Hello Ryan, Thank you very much !

Dear Julien, 



It's also possible to change it in Creatio UI. 

In order to change, please follow to Advanced Settings, create a replacing module for Activity object and change the default value for Call Direction column in it to Incoming. 



Kind regards,

Roman

Dear Julien, 



It should be possible by means of development. 

We have an academy article describing how you can set the launch for processes directly from a Client Module. 



https://academy.creatio.com/docs/developer/integrations_and_api/process…



Thank you. 

Hi Davey,

We have found out that the connector requires an update due to the changes in the Slack API. We have removed the connector from Creatio Marketplace temporarily. It will be back after the update is ready.