Also, the search process for similar contacts/accounts for Leads is being performed based on the parameters from "Duplicates rules" settings. To find the needed duplicates rules, please go to the System designer and open the "Setup duplicates rules" section, there you will be able to configure duplicates search parameters for Contacts and Accounts created from Leads (there are two folders for those rules: "Leads: similar accounts", "Leads: similar contacts"):
The system settings are correctly configured (The URL that gets redirected is right). Could you please let us know the reason for this error and what we can do to resolve it?
Please check if your SysPortalConnection user has the portal license assigned to him and also check if the password for the SysPortalConnection is the same as the password specified in the UserManagementSauPassword key of the root/Terrasoft.WebApp/Web.config file.
Also what message is logged in the application logs at the moment you click the link? Also do you click the link directly from the case processing tab or do you receive a feedback email and click the link from the email? Because clicking the link from the processing tab of the case is restricted for company employees and can lead to this error (secure case evaluation, logged-in company employees cannot rate cases).
We want to set up a report for the customer per loan number of the redemptions and the interest income to be paid. All needed data is stored within Creatio including loan duration, interest percentages, etc.
The overview should show per month, the redemption amount, the interest amount, the total amount to be paid; all months should be included in the overview.
Will it be possible to realise such a document without additional coding or is there a template available?
If I understood your business task correctly, for this purpose you can use the "Access rights setup wizard for Creatio" add-on. Please find more details about the mentioned add-on in the link below:
I have just installed Access rights setup wizard for Creatio.
After selecting some accounts, clicking on "Set up access rights", and choosing permanent (or temporary) righs the system shows "loading" and never returns... Am I missing anything ?
1. Contact the support service to install a package with the [Access rights] business process or install it manually using the [Installed applications] link in the system designer.
I installed via the the [Installed applications] link in the system designer.
2. Record access rights configuration is carried out by clicking the [Actions] button in the section list. To configure access rights:
a. The user who makes the configuration must have the access rights to the [CanManageAdministration] system operation.
b. The user must be a member of the [System Administrators] organizational role.
I am using the Supervisor user, which has the needed access rights.
I had the same issue with this package. I believe it started working after I logged out and back in again (a refresh wasn't enough). I might have also compiled the workspace as well.
I recompiled the workspace, and now I have another problem: I can grant access rights for a selection of accounts (If I open each account individually, I can see that the access was granted). But If I select the same group os accounts (with "Select multiple records" / "Set up access rights" / ") nothing is shown in the "Granted rights"detail, as if the rights were not granted.
There are some system settings, email templates which we would like to change according the environment in which the package is deployed. For example, we want to change the URL in email templates to that of BUAT/Production URL. Is there a way to automate this process? Is it possible to run a Business Process/ Stored Procedure exactly once, as soon as package is installed successfully?
When you add a web link or object link to your template, they are saved in Html code of an indicated template in <a href="">name</a> tag. The link in a tag is static and within template transfer, it will not be changed.
This functionality did not include the logic of creating all-purpose links, which would work when migrating templates to another environment.
This has been already reported to our R&D team so they can work on implementing the needed logic upon future releases.
As was correctly mentioned by Ryan, for this purpose you need to add CSS, where you will be able to configure any colors your business task requires. Additionally to the article which was kindly shared above, the next articles can be helpful as well:
In a custom business process, we need to add/edit "Opportunity product" records using "Open edit page", but OpportunityProductPageV2 is not shown as an option for the "Which page to open?" question.
The [Open edit page] process element only opens the standard section pages, like the opportunity record page. "OpportunityProductPageV2" is considered a custom page, therefore only the [Pre-configured page] process element can open it.
That said, the "OpportunityProductPageV2" includes an [Opportunity] field users cannot fill out, therefore you might want to consider creating a similar page from scratch using the [Auto-generated page] element instead.
You can learn more about the [Pre-configured page] and [Auto-generated page] elements here:
The [Open edit page] process element only opens the standard section pages, like the opportunity record page. "OpportunityProductPageV2" is considered a custom page, therefore only the [Pre-configured page] process element can open it.
That said, the "OpportunityProductPageV2" includes an [Opportunity] field users cannot fill out, therefore you might want to consider creating a similar page from scratch using the [Auto-generated page] element instead.
You can learn more about the [Pre-configured page] and [Auto-generated page] elements here:
I have a possible business case with the request of restricting access to Account Records with the Type of Vendor. The idea being that members of the Sales Role do not see these records at all in the Accounts Section. Does anyone have thoughts on this or have done something like this before?
This article has a similar example process that changes access rights based own the owner field. You'd do something similar where you'd trigger the process off a change in the type field and then set access rights of the record accordingly. https://academy.creatio.com/docs/user/bpm_tools/bpm_process_examples/ho…
Basically, you'll use the Change Access Rights process element to set the access rights for the record based on the account type. For accounts with type=Vendor, you could either (1) remove all current access rights then grant access rights for some specific role or (2) restrict access rights for the sales role specifically based on the type value.
Trying to look for the "Indexing for full-text Search" option for a custom section in 7.17.2.1728_SalesTeam_Softkey_PostgreSQL_ENU and 7.17.3.1377_SalesTeam_Softkey_PostgreSQL_ENU packages deployed on-site. Though I find "Indexing for full-text Search" option in 7.17.3.1377 cloud instance, I am not able to find the same options in the site locally hosted in my laptop. Is there a way by which we can enable it?
Hi I am trying to synchronise inbox from Gmail as well as Outlook and download emails into Creatio cloud instance. But I am not able to see the downloaded emails. Attached Screenshot for reference. Kindly let me know if I am missing anything.
Try to change the synchronization period to 1 or 3 days and see if that helps. You might have a lot of emails during the week so application fails to with timeout while reading all of them. If there's no positive result - please approach the support team to look into the issue closely.
