As far as getting the user for each contact, you could do this by creating another process inbetween the two. Create a subprocess and add parameters for the columns you want to include in the push notification (subject, lead, start, and contact). In this subprocess, you would read System Administration Unit (user) for the contact passed, then pass the values including the user to the Send Push Notification subprocess. In the main process, you'd change things so after reading the activities for the time period as a collection, you'd pass each to this new subprocess, and it would read the user for the contact and call the subprocess to send the push notification.

Ryan

it works, huge thanks!

Is it possible to pass 2 or more users to singe Push notification subprocess?

Or should I use similar approach and create a fork (AND) in business process to call Push notification subprocess in case I need to sent the same Push notification to 2 or more persons?

Leonid,

You'd have to call that subprocess twice, once for each user.

thanks!

Formulas are C#. Creatio does have a few built in functions that can be used in formulas, but for the most part, it's a better approach to just think of it as C#. For extracting the month and year from a date, you'd just use C# syntax for Year and Month. For example:

[#SomeDate#].Year

Ryan

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!

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.

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. 

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

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

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.

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!

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?

Đặng Văn Chức,

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

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

Ryan

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.

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

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.

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.