If we change the status of an activity to closed, it still shows up in the related account as not completed (in the DCM part). How do we make the system see these activities as closed?
Right now they only dissapear when they go to the account and click complete.
I tried looking at the complete request in the network console, but all I see is that it sets the activity status to the same status it had before: https://prnt.sc/rj40so
Not really. We have created a second lookup that is more granular and maps to the Activity.Status in client code. When they select a value from this lookup, we set Activity.Status behind the scenes. However, when I check the database after these operations, Activity.Status is set to Closed.
This is the same status that I can see being used by the Dcm module. We want to have the same behaviour as when you would click the complete button in this screen: https://prnt.sc/rj5a24 and then click save.
In order to provide you with a proper solution, please tell us how the “_createLookup” function works. I could not find the source code of the function, so it should be your custom function. Looking forward to your reply.
Right now when I make a rule, my users can click past the screen that tells them they are making a duplicate. I want to make one of the contact rules not overridable. I don't see how to do that on the duplicate rule set up screen.
It is not possible to prevent users from ignoring this message. The only option is to run the duplicate search later to find all duplicates created by users and merge them.
Unfortunately, there is no such feature that would prevent the users from editing some particular duplicates search rule. However, you can restrict your users from accessing the rules section. You need to remove the user from CanManageDuplicatesRules operation permission. After that, when trying to access the duplicate search rules section, the user will not be able to open it and will see this notification:
Note, if your different user is a member of the System Administrators role, he will still be able to access the section since it is not possible to restrict the administrators access level.
I'm not worried about someone editing my rule. I am trying to make users stop making duplicates.
Right now when the system senses a duplicate - it creates a pop-up that says its a duplicate. My users have two options at that point. They can keep going and still create the duplicate or go back to the starting screen. I don't want them to be able to ignore the duplicate warning.
It is not possible to prevent users from ignoring this message. The only option is to run the duplicate search later to find all duplicates created by users and merge them.
I'm using CRM Version 7.15.3.1649(latest) cloud login and installed 'Zoom Meeting Connector for Creatio' plugin before meeting schedule as well. (Sales --> Activities -->New Task)
I created the task with 'Create Zoom Meeting' and once it saved this error is popped up 'Unexpected character encountered while parsing value: <. Path '', line 0, position 0.' as in below screenshot. Could you please help me to fix the issue.
the error has appeared in the 7.15.3 version. Zoom users weren't automatically imported to Creatio and a Zoom meeting can't be exported correctly. Please use the Creatio product of the 7.15.2 version. The responsible team needs time to fix the issue on the 7.15.3 version.
I get this often as well, always with this specific add-on (the Excel reports package). I always play around with it and eventually get it to work where I can add it to a workspace, but never really sure how to get it to work. Hoping to se reply on this.
please specify the Creatio product and version to reproduce the issue. Try to add first any basic section to the workplace and after that the 'Excel reports' section.
Is there a way to apply CSS styles for this type of Dashboard?
I want to change the color of the field represented in the screenshot above, but I couldn't find the right methods to do it. Any idea on how to implement this?
Inside business process, I've got a task to pick the Account with largest total amount of its Invoices. It can't be performed by simply choosing a field. And making custom field "Total Amount" and updating it on products change seems awkward to me.
The best option would probably be creating a new field on Account and recalculate it when the new invoice is added. Alternatively, you can loop through all accounts in a process and calculate this number for all of them in a script task, but this wouldn't be an optimal solution.
Can try reading the invoice object first and then take account id from there and read the account. So while you are reading the invoice, you can sort using the amount.
The best option would probably be creating a new field on Account and recalculate it when the new invoice is added. Alternatively, you can loop through all accounts in a process and calculate this number for all of them in a script task, but this wouldn't be an optimal solution.
During the installation process the application is compiled. If the application cannot be compiled due to some errors, not related to the GlbDataBinding tool, the installation process will fail as well. Therefore, please make sure you can compile the application without any errors and after that install the marketplace package.
I am facing issues with the console flooded with the web-socket errors.
I don't know which element is bugging it.
Because of this sometimes I have to hard reload (empty cache) 3 to 5 times to do my configurations of view any record after some changes in section wizard or in any object.
This is due to the telephony integration being turned on by default in new systems, but not set up to connect to a phone system. To get rid of all that chatter in the console, go into your profile (by clicking the person icon in the top right corner, then select "Your profile". Once there, click the "Call center parameters setup" button and check the box to "Disable phone integration". Once you log out and back in again, all of that chatter and WebSocket errors in the console will be gone.
This is due to the telephony integration being turned on by default in new systems, but not set up to connect to a phone system. To get rid of all that chatter in the console, go into your profile (by clicking the person icon in the top right corner, then select "Your profile". Once there, click the "Call center parameters setup" button and check the box to "Disable phone integration". Once you log out and back in again, all of that chatter and WebSocket errors in the console will be gone.
