Hello Pedro,

To reload/refresh a section list, you can use:

this.updateSection();

As far as sending a message for only the current user, you can use the ServerChannel to send a message from a process and include the user Id of who created the opportunity in the message, then check that value with the current user when received on the client.

Info on sending a message from server to client: https://customerfx.com/article/how-to-refresh-a-page-from-a-process-in-…

Info on getting current user: https://customerfx.com/article/getting-the-current-user-in-bpmonline/

Ryan

I've also written up a more detailed description of the ways to refresh a section, or parts of a section, here: https://customerfx.com/article/refreshing-a-section-list-in-creatio/

Ryan

Ryan Farley,

Thanks for the response, your solution fixed our problem.

Best Regards,

Pedro Pinheiro

Hello Nicolas,

Hope you're doing well.

If you are trying to add a new mailbox to the system and you have received the notification which you have mentioned before, it can mean that possibly the other user has already added this email to the system under its own profile. You can check the absence of the needed email by running the next query in your DB:

select * from MailboxSyncSettings

This query will show you the list of the already connected mailboxes. There you also can check who is the owner of the mailbox by the "SysAdminUnitId" column via the next query:

select * from SysAdminUnit where Id='SysAdminUnitId_value_for_the_needed_record'

In case when the needed mailbox was already added by other user, you can ask this user to set the shared mailbox (more information about this you can find in this article) if it fits your business tasks or log in under this user and delete the mailbox.

Also, you can delete the mailbox from the database using SQL Studio if the instance is on-site or by using SQL Executor if it is a cloud environment. At the same time we do not recommend to delete mailboxes from the application using other way than standard delete procedure from system user profile.

Best regards,

Roman

Dear Mark,

Detail setup has the following logic: 

"Detail" is the name of the detail in the system.

"Caption on the page" is how it will be named on the page.

"Detail column" is an object in your detail that is equal to the current record. If you are adding Contact detail to accounts then you select Account as detail column since each contact has an account and you will see all contacts with Account = Current record when you open this detail. 

"Object column" is a column that specifies what will be shown in detail. Usually, it is ID of the connected record. 

Try to apply similar logic to your architecture to see which field to use as "Detail column" - maybe it is missing in the object? 

Best regards,

Angela

Hi Angela

Thanks for your reply. I have not been able to identify the correct combination to use so far.

As the Order is not directly connected to a Project, instead each are connected to the same Opportunity, I concentrated on trying both of these as the Detail, but no success so far.

thanks

Mark

Mark Roberts,

Then you need to check that records added to detail have needed columns. So that when you add a new record into detail Project, the project must have the same opportunity as in Order. Thy to add Opportunity field in detail to track if is added or not. 

Best regards,

Angela

Dear Pedro,

1) I am not sure why you needed 2 different objects there - you could just use File object created by the system and add new lookups in in

2) If you have more than 1 attachments detail in the page system will not work as expected as currently 2 same details on one page are not supported. Try to remove extra detail. 

Best regards,

Angela

Hi Angela Reyes,

I did what you've said in 1) and 2), now I have one replacing object for "QuoteFile" and one attachment detail inside the page. Both solutions fixed part of the problems but I'm getting this new error when I tried to edit the line in my detail.

This first screenshot shows the editable list that I added in the attachments detail, as you can see the buttons are not appearing in the blue rectangle.

The screenshot bellow shows the errors that I'm getting when I try to edit one of the fields in the editable list.

To implement the editable list in my "FileDetailV2" I simply follow this guide https://academy.creatio.com/documents/technic-sdk/7-16/adding-detail-ed….

Any idea on how to fix this errors that are appearing now?

Thanks in advance.

Best Regards,

Pedro Pinheiro

Pedro Pinheiro,

It is hard to locate the source of the issue without debugging. Try to debug this code to find what property system cannot find and where it is expecting it to determine what causes the error. 

Best regards,

Angela

Hello Alessandro,

Please specify your Creatio product and its version. This info will help us reproduce the issues that you have experienced.

Hi Alexander, 

This is a full-fledged Creatio product (cloud enterprise edition), the system version is 7.16.4.1731.

Thank you for your help.

Hello Alessandro,

Thank you for the details provided. I have successfully reproduced the issue and notified the responsible dev team. I will let you know of any updates.

Have a good day!

Hello Alessandro,

The issues mentioned above are closely related to Postgre compatibility problems of the add-on. Since the responsible team can't fix the problem within a month, we are removing the add-on from publication.

We will re-publish the add-on on Creatio Marketplace after the responsible team resolves the Postgre compatibility issue. 

Sorry for the inconvenience.

any idea , when will this add -on be republished on marketplace ? Or do we have any similar one in marketplace ?

Hi Shailey,

We are currently looking for a new team to take over the add-on development. We can't provide any ETA for republishing at the moment.

There are no similar add-ons on the Creatio Marketplace. However, you might want to consider using dashboard tools to setup dashboards with the employees' key performance indicators.

Ivan Leontiev,

Hi Team,



Any update on this?

Hello Nicolas, 

The marketing campaigns require the following licenses:

1. Marketing campaign licenses (“marketing creatio”). These licenses enable the functions of the Creatio Marketing sections: [Email], [Campaigns], [Events], etc. 
2. Active marketing contact licenses ("marketing creatio 1000 active contacts"). The licenses are used for creating records in the [Email], [Campaigns], and [Events] sections. 

If the user does not have one of those licenses, errors may occur during the following operation:

• saving or sending emails;
• editing email templates in the Content Designer;
• advancing a campaign to the [Marketing email] step;
• certain operations in the [Events] and [Campaigns] sections might be disabled.

More detailed information about marketing licenses can be found in the Marketing campaign and active contact licenses Academy article. 

Best regards, 

Olga. 

Hello Olga,
It's a pity that we can not import into Creatio our emailing statistics if we send our emailing with another provider.

Hello Shrikanth, 

Unfortunately, we do not have the exact example of your business task realization. However, we recommend that you take a look at the following Community post where a similar task and ways of its implementation are described: https://community.creatio.com/questions/attachement

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

Best regards, 

Olga. 

Hello Kavian, 

In the out-of-the-box version of the application, there is no such functionality.  Anyway, you can discuss the development and implementation of this kind of functionality during advisory hours and contact our manager for further questions.

About the basic functionality: there are two ways how Contacts can be synchronized. The first one is manual: for that you need to go to the Contacts section, click the 'Actions' button, choose 'Synchronize contacts' and select the 'Synchrinize now' option. 

The second option is using of automatical Contacts synchronization.

In this case system will sync contacts every specific interval of synchronization (for example, every minute). The interval (stored in minutes) for the synchronization can be changed in Mailbox synchronization interval system settings:

Even if you enabled the automatical sync process you are still able to sync Contacts manually.

Also in the following articles you can find more information about the synchronizing contacts with MS Exchange:

https://academy.creatio.com/documents/technic-sdk/7-16/synchronizing-contacts-ms-exchange?document=

https://academy.creatio.com/documents/administration/7-16/synchronizing-creatio-contacts-ms-exchange-and-microsoft-365-contacts

Best regards,

Roman

Roman Rak,

Thanks for your response. So correct me if I'm wrong, if an user delete a contact from CRM, that contact will not be deleted from Outlook (for example)?? However, if modified, those modifications will be applied, right?

Kavian Abhari,

Yes, you are correct

Hello Darian,

Kindly specify the Creatio product and version that you are using. This info will help us reproduce the issue.

Thank you.

Alexander Demidov,

Sales/Service Enterprise, version 7.16.3.1473.

Hello Darian,

Thank you for the information provided. I have reproduced the issue and submitted it to the responsible team. I will let you know of any updates.

Hello Darian,

This is to inform you that we have published the updated package on Creatio Marketplace. Please install the add-on and check for the updates.

Have a good day!

Alexander Demidov,

Thanks, looks good.

Dear Hatim,

I’ve implemented the same functionality on my local instance and it worked properly. Unfortunately, it is hard to determine the root cause of the issue without having an access to the instance.

However, I can recommend you to do the following things in order to resolve the issue:

1. Please check that a package that contains a replacement class has a dependency for the package that contains the replaceable class.

2. Please try to compile the application (the “Compile all” action).

Best regards,

Norton