Hi Community,

I've this situation where I need to add a image to a specific section row column, based on the value of other column. Inside my ActivitySectionV2, I added a random dummy column to display the images. These images should appear if the Activity is expired or not. For example, if my activity due date is less than today's date the "Expired Image" should be visible.

How can I solve this situation?

Thanks in Advance.

Best Regards,

Pedro Pinheiro

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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...MoreLess

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Hi community !

Is there any way to do a switch-case with business processes?



I have a case that can reach different statuses. All the statuses are known. I have to do some things at each step of the case I currently do with a simple signal with "if status change AND status = specific_status, then ..." but I don't really like doing that. It's not readable. Is there an easier way to handle each step of a case, like a switch case or something?



Thanks in advance,



Julien Gunther

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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...MoreLess

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...MoreLess

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Hi Community,

I have built a Business Process that Triggers on "Record Added" for a Section.

My goal is that when I Create a Record in the section with OData using the "POST method", That custom business process should be triggered by System. But It is not getting triggered.

When I tried to create...MoreLess

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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. ...MoreLess

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Hi !

Is there any way to change the default value when someone makes a call from "incoming" to "outgoing"?

We almost always make outgoing calls and sometimes we forget to change that and we can't change it afterwards..

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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

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Hi !

Is there a way to launch a business process when a specific object is opened ?

I have an interview object (custom) and I'd like to update some element when the object is opened then aumatically reload the object so the view of this object will be updated but I didn't find anything to make that

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Dear Julien, 



It should be possible by means of development. 

We have an academy article describing how you can set the launch for...MoreLess

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Hi Devlabs,

I have a customer who is trying to use the Slack to Feed connector.

Sales Creatio Enterprise edition version 7.18.1.2800

Customer:

I looked at the Slack integration, but Slack states the following on the website (link of the installation gide step 2):

image.png

As it is not allowed anymore to create legacy tokens, I do not understand how I should progress after this.

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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...MoreLess

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Hi community !

In a custom object, I have a list of contact objects. On a specific signal, I need to loop over these contacts and change the attributes of each contact based on other attributes found in the contact object. How can I achieve the for loop with a business process?



If the only way is to use the Scripts element, where can I find proper documentation to start using Scripts in Creatio?

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Dear Julien,

Thank you for your question!

The best way to create a Business Process with a for loop you would need to create a sub-process:

...MoreLess

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Hi,

I have added Aspose.PDF plugin to convert the Word to PDF printables. I have generated the 'Client ID' and 'Client Secret' as suggested in the guide.

Where do I key in these Client ID and Client Secret in System Settings? I am getting this notification -  'Please fill in the system settings for converting files to PDF'

Thanks,

Madhuri

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Hello Madhuri,

Log in to Creatio, go to 'System Designer' → 'System settings' section, find and fill out the respective system settings...MoreLess

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Hello,

I am trying to view Notes field as multi-line text in Activity section in mobile application, but it is appearing in single line as a result of which, the long texts are not visible properly.

This field is multi-line in web application but I need this multi-line in mobile application also.

Please suggest me a way to make this field multi-line.

Regards,

Malay

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Hello Malay,

I have an article covering how to do this in mobile here https://customerfx.com/article/adding-a-multiline-text-field-in-the-cre…

Note...MoreLess

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Dear community,

We have a lookup table with 4 columns -A,B,C,D

Once a lookup record is added and saved, columns B & C must not be editable. Is there a way to achieve this for this specific lookup?

In latest versions, I see that read only setup has been removed from object configuration.

Thanks in advance!

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Hello Shivani,

Making a (lookup) column editable on the record page only under specific conditions is possible with a help of busines...MoreLess

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