Hi All,

 

Can anyone please tell me the steps to integrate Google Analytics with CREATIO?

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Hello Saswat, 

 

As of now, there is no Google Analytics Integration on a clean install of a standard Creatio product, also there are no similar integration marketplace applications as well. It can only be integrated with the help of the development process. In this respect, Google Analytics can be integrated through API as a separate, third-party application. Also, you can develop your personal web service to pull the data into Creatio or use OData protocol for this purpose. Please find the relevant articles on our Academy using the links below:

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

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

https://academy.creatio.com/docs/developer/architecture/development_in_…

 

Best regards,

Anastasiia

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Hello Community,



Can someone please tell me the exact steps needed to integrate Facebook with CREATIO CRM?



Warm Regards,

Saswat

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Hello!

 

7.17.0 release enables the possibility to add integration with Facebook lead generation forms. All you need to do is link a landing page record in Creatio with a Facebook business page and select one of the lead registration forms on it. As a result, each submission of the corresponding Facebook form will generate a new lead in Creatio. 

 

Furthermore, in the 7.17.0 version, customers can write private messages to your company page on Facebook or using the Facebook Messenger plug-in available on the website. You will be able to process all these messages in Creatio, they will be integrated on a customer page. 

 

More detailed information about these topics can be found in Academy articles: 

Please, let us know in case any further information is required. 

 

Best regards, 

Olga. 

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I'm getting this error message for a workflow with a simple trigger.

 

Terrasoft.Common.ArgumentNullOrEmptyException: Value for argument "previousFlowElement" must be specified.

   at Terrasoft.Core.Process.FlowParallelGateway.Accept(FlowVisitor visitor, FlowElement previousFlowElement)

   at Terrasoft.Core.Process.FlowVisitor.AcceptFlowElement(FlowVisitorQueueItem queueItem)

 

I trigger the workflow as a sub-process and pass the Opportunity ID. For test purposes I trigger the flow directly from the opportunity which is when I get the above error message.

 

 

 

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Hello Oliver,

 

Can you please contact Creatio technical support team (support@creatio.com) asking to check the process for you?

I believe we should have a closer look at the situation. Please, make sure you create External Access for the website or share the backup of the instance if that is on-site deployment.

 

Thank you!

 

Best regards,

Bogdan

 

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Hello colleagues, in Accelerate Global event on the session "Step-by-step guide to low-code approach realization", Nandeesh Madapadi talk about a process called "Lead from Contact" (here https://youtu.be/7g7AhrwuVX0?t=1675)  I'm sure saw another session were somebody use this process also, but there a lot of videos and cannot find it :-(

Have somebody the package to this process to share it?

 

Thanks in advance

 

Julio Falcón

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Hello Julio,

 

It seems to me that this one is not an OOB process, I was not able to find it on the clean website, sorry.

 

Best regards,

Bogdan

Bogdan Spasibov,

Thanks Bodgan, sure is not an OOB one, but @Nandeesh share with me the video to create it on 

https://drive.google.com/file/d/1ua8XjNuVqLB4h819Os1UXPULsr0kmxEs/view?… if somebody else helps it

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Hi Community,

I want to bind the access rights of a dashboard of a particular section. I tried databinding sysdashboard object with the filter for a particular section and exported the package. I then imported the package to another instance and found that the access rights were reset to defaults.

 

Please help me on how to bind the access rights data of a sectional dashboard.

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Hello Community,

I want to bind the access rights of a sectional dashboard. I tried binding the sysdashboard of the particular section and exported the package. I then uploaded the package and found that the access rights of the dashboard to be set to defaults. 

 

Please help me on how to bind the access rights data.

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Hi Community,

I wanted to bind the access rights data of a dashboard. I tried to bind the data of the dashboard using sysdashboard and filtering it for a particular section. I then exported the package and uploaded in another instance and found that the access rights were not bound. 

Can anyone guide me on how to bind the access rights of a section dashboard.

 

Thank you

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Hi Community,

 

We have this situation, where we need to update every day our currency rates through a business process that we've already implemented. In this process, we receive the latest rate from our api and we create a new record in the CurrencyRate detail with that rate.

Objects: CurrencyRate, Currency.

 

As you can see in the print above, after we added the new record (inside red box), the "Taxa" field, didn't update. We want to know:

  1. How can we solve this issue?
  2. Is there any trigger that is executed when we insert a new record in this detail?

 

Thanks in Advance.

 

Best Regards,

Pedro Pinheiro

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Hello Pedro,

 

Hope you're doing well.

 

To perform the mentioned business task your process needs to:

— read data from "Exchange rate" object, but not from "Currency" object or other objects (in this case the process will be triggered by adding records to the "Exchange rate" object);

— read the exchange rate that is set for your currency and that has "End" (on your screenshot it's "Fim") column value set as NULL (meaning currently active exchange rate).

 

Also, you can use web services for updating daily rate currency. For example, "https://fixer.io/"web service, which we recommended to use in one of our articles:

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

 

In the following link, you can find the way of implementation of the mentioned web service:

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

 

General information on how to work with currencies can be found here:

https://academy.creatio.com/docs/user/platform_basics/user_interface/wo…

 

Best regards,

Roman

Roman Rak,

 

Hi Roman,

 

I'm working together with Pedro on this issue and we found the problem.

As we bounded the data of "currency" table from pre-prod to prod environment, the exchange rate was filled in in the "Rate" column with the last value in the prod environment.

Once in the prod environment we have deleted the values in the "Rate" column, the currency table is working as expected.

 

Thanks for the help,

Luis

 

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We  have created a process that is triggered when a Lead is saved, and it updates some columns in the just-saved lead. 

Is it possible to force lead edit page refresh after save ?

 

If it is not possible, an alternative could also be to force return to the section page.

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Hello,

I need to change the Activity calendar display so that the calendar entry shows me additional information in the description of the activity. Also I am looking for a way to change the color of the calendar entry based on some conditions. Which modules should I look for to be able to customize these features?

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