Sales_Creatio_team_edition | Community Creatio

Question

14:54 Nov 07, 2024

Hello Creatio Community,

I'm working on integrating Creatio CRM with a third-party application, and I’d like users to access specific Creatio pages without needing to log in each time they navigate from the third-party app.

Here are some specifics of my setup:
When users are logged into the third-party app, they should be able to open Creatio pages directly without being redirected to the login page.

I’m using URLs with ?autoOpenIdLogin=true to facilitate automatic login.

My main questions are:
Are there recommended ways to keep the SSO session active between the two apps?
Has anyone implemented a solution using silent authentication checks or embedded iframes to keep the session refreshed?

Any insights or best practices would be appreciated!

Regards,

Ajay K

1 comments

Pavlo Sokil

17:28 Nov 12, 2024

Hello,

Could you please provide more technical details regarding your implementation? Are you using OpenID for authentication in Creatio? What specific issues have you encountered with your current setup when using ?autoOpenIdLogin=true in the link?

Have you considered an integration option through SSO with an automatic redirect setup? This would ensure that if the user is already authenticated on the IdP side, they will be automatically redirected back and logged into Creatio.

With this setup, the user will be redirected to the IdP, logged in automatically if in current session he is logged in on Identity provider side, and then redirected back to the record page without login page.

(Steps for achieving this are outlined in the following article: SSO setup guide.

Please note that Step 5 – “Set SSO as the default option” is essential. The rest of the SSO setup instructions should be followed according to the latest version in the Creatio interface.)

If you’re using a cloud environment, please inform the support team of the need to enable auto-redirect.

We recommend testing this approach, and we hope it will be helpful!

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Question

Sales_Creatio_team_edition

8.0

My process does not start

Kalushka Denis

17:17 Aug 20, 2024

Hello!
I have created a business process that must run after changes are made to the "Not allowed" field in the Activity. When I change this field manually and then save the activity, it runs as it should. However, I also wrote a very simple C# code in the saving event that changes this field in the activity when I move the activity in the calendar, but the process does not start despite the changes in the "Not allowed" field.

I am moving the activity in the calendar

Code: _entity.SetColumnValue("CHNotAllowed", DateTime.UtcNow.ToString("yyyy-MM-dd HH:mm:ss"));

Process:

2 comments

Dmytro Vovchenko

17:33 Sep 06, 2024

Hello,
If an Entity.Save() call occurs in the embedded process or listener, in this case, the signal to start the BP is not thrown.
Try using the EntitySchemaQuery, if I'm not mistaken, it should trigger the necessary Entity level.

Kalushka Denis

17:51 Sep 06, 2024

Dmytro Vovchenko writes:

Hello,
If an Entity.Save() call occurs in the embedded process or listener, in this case, the signal to start the BP is not thrown.
Try using the EntitySchemaQuery, if I'm not mistaken, it should trigger the necessary Entity level.

It works everywhere except changes in the calendar

"Try using the EntitySchemaQuery" -what do you mean? plz give an example.

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Question

Sales_Creatio_team_edition

8.0

Account and Contact pages: where are the Call, Email and Activity buttons in Freedom UI?

John DeFayette

16:22 Jun 25, 2024

In Classic UI there was a section at the top of Account and Contact pages where new Activities, Calls, Emails, etc. could be created and automatically connected to the current object. Where are these tools hidden in Freedom UI??

2 comments

Antonii Viazovskyi

18:51 Jun 27, 2024

Hello,
To enable this section in Freedom UI, go to the Page Designer and add the "Next Steps" component to the page.

Damien Collot

11:04 Jul 18, 2024

Hi John,

1) Yes these were removed by default in Freedom UI, not sure why, especially on contacts. You need to add the next steps manually.

2) The automatic linking surprisingly does not exist yet : https://community.creatio.com/questions/bewildered

Cheers,

Damien

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Question

Studio_Creatio

Sales_Creatio

Sales_Creatio_enterprise_edition

Marketing_Creatio

Sales_Creatio_team_edition

8.0

How to Preserve Client Changes During App Updates on Creatio Marketplace?

Ajay

12:22 Jun 13, 2024

Hi Creatio Community,

I hope you're all doing well. I have question with managing app updates and would appreciate your insights.

Scenario: I have developed an app and released version 1.0 on the Creatio Marketplace. Some clients have installed this version and made custom changes to the app.

Now, I am preparing to release version 1.1 with new features and bug fixes. My concern is that when clients update to version 1.1, their custom changes overwritten or not?

1] What are the best practices to ensure client-specific changes are not lost during the update?

2] Are there any tools or features within Creatio that can help manage and merge client customizations with new updates?

Thank you in advance for your assistance and suggestions.

Best Regards,

Ajay Kuthe

1 comments

Best reply

Eugene Vorobiov

15:44 Jun 17, 2024

Hi Ajay,

Let's look at how the customization process works in general.

When a customer makes any changes to the installed application, your core logic remains unchanged. Instead, the app is extended with a new package where replaced schemas are created, inheriting your core schemas. When you make new changes to the app and customize these core schemas, after delivering a new version to the client, only those core schemas will be updated. The customer's inherited schemas will remain unchanged.

Therefore, custom changes will not be overwritten. However, we recommend supporting backward compatibility to avoid breaking custom changes after delivery.

If you are going through the update process together with the client, we suggest using the delivery process article to build a safe delivery process.

Eugene Vorobiov

15:44 Jun 17, 2024

Hi Ajay,

Let's look at how the customization process works in general.

Therefore, custom changes will not be overwritten. However, we recommend supporting backward compatibility to avoid breaking custom changes after delivery.

If you are going through the update process together with the client, we suggest using the delivery process article to build a safe delivery process.

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Question

Sales_Creatio

8.1

Sales_Creatio_team_edition

8.0

Can Trial site send a email?

Đặng Văn Chức

09:52 May 06, 2024

Hello community,

I want to test sending an email function in Trial site

Can it possible?

Thanks

4 comments

Đặng Văn Chức

10:19 May 06, 2024

Hanna Skalko

10:42 May 07, 2024

Hello,

It is possible to send the emails from the trial version of the site.

However, you have to set up the app password on the Google side.

Detailed information can be found here: https://support.google.com/accounts/answer/185833?hl=en

Happy to help!

Đặng Văn Chức

12:18 May 07, 2024

Hi Hanna Skalko,

According to the two pictures I posted above, I turned off feature 2-Step Verification, then entered my email and password (I went to Google and login Email to confirm that both are corrected). However, Trial reports an incorrect email or password error.

It is not possible, is it?

Ryan Farley

17:23 May 07, 2024

Đặng Văn Chức,

Many email services no longer allow basic auth ad instead require OAuth. To use gmail in a trial you must:

Turn on 2-step verification
Set up an app password (only allows you to do this if 2-step verification is on)
Use the app password for the password when adding the account to the trial

Ryan

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Question

Button

Business Process

custom button

Sales_Creatio_team_edition

8.0

Start the process by clicking the button

Oleg Drab

15:31 Apr 09, 2024

Hi,

I have created a button in ActivitySectionV2.
This button appears on all entries in this section.

But when you click on this button, nothing happens.
Please let me know how to fix the error.

Code:

define("ActivitySectionV2", ["ProcessModuleUtilities"], function (ProcessModuleUtilities) {
  return {
    entitySchemaName: "Activity",
    details: /**SCHEMA_DETAILS*/ {} /**SCHEMA_DETAILS*/,
    diff: /**SCHEMA_DIFF*/ [{
      "operation": "insert",
      "parentName": "DataGrid",
      "propertyName": "activeRowActions",
      "name": "runProcessButtonOpenOpportunity",
      "values": {
        "className": "Terrasoft.Button",
        /*"itemType": Terrasoft.ViewItemType.BUTTON,*/
        "caption": "Відкрити угоду",
       "click": {
          bindTo: "runProcessButtonOpenOpportunity"
        },
        "style": Terrasoft.controls.ButtonEnums.style.GREEN
      }
    }] /**SCHEMA_DIFF*/,
    methods: {
      runProcessButtonOpenOpportunity: function () {
        var activeRowId = this.get("Id");
        var args = {
          sysProcessName: "UsrProcessOpenOpportunityInActivity",
          parameters: {
            OppID: activeRowId
          }
        };
        ProcessModuleUtilities.executeProcess(args);
      }
    },
    rules: {}
  };
});

Error:

File attachments

photo_2024-04-09_15-20-30.jpg

photo_2024-04-09_15-08-19.jpg

1 comments

Dmytro Vovchenko

17:49 Apr 22, 2024

Hello,
If you want to add a button to an action menu for the active row, the regular approach will result in the error you received.
Here you can find an example of how to configure such a button properly.

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Question

DCM

#progressbar

Sales_Creatio_team_edition

8.0

More than one DCM case in Opportunity

Oleg Drab

02:08 Mar 07, 2024

Hello community,

Is it possible to add several independent DCM case in Opportunity?

Are there alternatives on the marketplace?

2 comments

Anton Starikov

10:21 Mar 07, 2024

Hi!

Unfortunately, there is no such possibility now. We have registered a request for the development team to consider adding this option in future updates.

Best regards,

Anton

Alona Dolya

20:08 Jul 03, 2024

Hello!

Unfortunately, there are no approximate timelines for implementing the functionality.
However, you might be interested to know that we have the functionality to change DCM conditions on the pages.

We would also appreciate it if you could provide more details about the business task you plan to implement.

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Question

organizational roles

Sales_Creatio_team_edition

8.0

Change users in organizational roles

David Chandra

11:32 Jan 26, 2024

Hello, community,

How to move a user from one role to another by using a business process?

For example, we have 2 branches: branch A and branch B.

The users for Branch A are Alex and Bobby

The users for Branch B are Charlie and Drake

Every month there is a rotation, so Alex will be in Branch B, and Charlie will go to Branch A.

How to do it in the business process?

Thank you.

1 comments

Kalymbet Anastasia

15:26 Feb 04, 2024

Hello,

We have previously discussed a similar task in this post: https://community.creatio.com/questions/create-role-programatically

You can simply start by adding a 'delete data' element from the 'user in roles' object and then add an 'add data' element to the same object, filling only the role and user columns.

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Question

detail

Sales_Creatio_team_edition

8.0

Remove detail's delete button

David Chandra

05:29 Dec 01, 2023

Hello,

I want to prevent users from deleting details once the status is not DRAFT anymore.

So, I'm thinking to remove the all of the buttons.

Does anyone know how to do this?

Thank you.

2 comments

Alina Yakovlieva

18:04 Dec 11, 2023

Dear David,

This can be achieved by code implementation or by business rule.

For the business rule, you can turn on Object permissions for this object. Then the business process will be triggered by changing the record for example, and it will be removing right for editing and deleting this record.

Hope this helps.

Have a great day!

David Chandra

01:14 Dec 18, 2023

Dear Alina,

I notice about this method.

Actually, I want to keep this method as a last resort.

Thank you for your reply.

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Question

FreedomUI

logo

Sales_Creatio_team_edition

8.0

Freedom UI login logo (currently creatio

Mid

14:37 Nov 22, 2023

Hi All,

Are we able to change this text to our company brand please?

Thanks

3 comments

Malika

21:55 Nov 22, 2023

Hello,

Unfortunately, in Freedom UI there is no possibility to customize the logo on the loading screen.

However, a task has already been registered in our R&D team to consider and implement such a feature in future releases. In case you would like to check what stage this task is at, I am sending you the task number: PR-28347. Please don't hesitate to share this number with us at any time and ask your questions.