Hi David,

If it's a local website you should deploy an Email Listener synchronization service.

Bogdan,

I'm trying to follow your suggestion.

However, I encountered an error when trying to deploy the docker-compose.

root@server03:~/downloads/docker-compose# docker-compose up -d

Building with native build. Learn about native build in Compose here: https://docs.docker.com/go/compose-native-build/

Pulling ListenerAPI (registry.creatio.com/emaillistener:1.0.17)...

ERROR: Head "https://registry.creatio.com/v2/emaillistener/manifests/1.0.17": no basic auth credentials

 

It seems that the image cannot be downloaded.

David Chandra,

Please contact support team to get credentials to the repository.

Bogdan,

I managed to make the EmailListener work by using docker.

Thank you for your help.

Hi David,

User name of the current user can be reviewed in the user profile located at the top of the page:

and

If you still need this on the top of the page and the app version you have is greater than 7.18.0 you need to enable AllowCreateAngularSchema system feature for all employees, override MainShell, add container and string field inside it and create a hanler that will read Terrasoft.SysValue.CURRENT_USER.displayValue property and set this value to the string field.

Oleg Drobina,

Thank you, it works.

Hello David,

Most likely your data isn't updating because it wasn't set. this.getGridData will not work on the edit page. I made the logic on the Order page, to do such:

Replace the OrderProductPageV2 module and write code there instead of a business process. Put the business process handler in the editing page module. Add the required parameters to BP and use them later in your custom module by get/set:

var currentPrice = this.get(“Price”);
this.set(“Price”, “some value”)

Hello,

The possibility to use multi-select lookups in Freedom UI is registered as a feedback and will be available in future releases of Creatio’s platform.



At this moment, you can check the materials for Classic UI:

Marketplace solution:

https://marketplace.creatio.com/app/multi-select-text-field-setup-creatio

And a link to the community post where this issue has already been discussed, perhaps it will be helpful to you:

https://community.creatio.com/questions/multiselect-lookup

Best regards,

Anastasiia

Hello,

I've written up some steps to do this, however, it is only possible in version 8.1.

https://customerfx.com/article/invoking-a-multi-select-lookup-dialog-on…

In the near future I will be releasing a Freedom UI replacement for my marketplace addon linked previously by Anastasiia (Multi-select text field setup for Creatio)

Ryan

Ryan Farley,

Thank you for this! Could you also please confirm if adding detail records through multiselect is possible in 8.1? 

Ref: 

https://academy.creatio.com/documents/technic-sdk/7-11/adding-multiple-…

Shivani Lakshman,

Yes, however, for now you have to handle the adding of the records in code. The article I shared shows how to invoke the lookup in multi-select mode. It uses the results to flatten out to text, however, you could just use the results and do an insert for each into the list/detail. See here for how to do the insert: 

https://customerfx.com/article/inserting-a-record-from-client-side-code…

Ryan

Shivani Lakshman,

I wrote up the details for adding to a list from a multi-select lookup as a new article here: https://customerfx.com/article/adding-to-a-list-from-a-lookup-on-a-free…

Ryan

Ryan Farley,

Thank you! This will really help!

Hello,

To solve this task, there are several ways. For example, you can use "Manage a list" for the "Opportunity" section and display the necessary columns in it. You can also display aggregated columns with the "Contact" object (you can read about this in the academy article).

After these actions, you will be able to filter the records you need in the list and export them to Excel.

Additionally, you can use an Excel reporting add-on available on the marketplace.

Hello,

for resolving this specific error you would need to give permission for operation by the code "CanManageLookups" in Operation permissions view in System designer. Not sure if users need more permissions to create templates but if its the only error occuring that could resolve it

Hello,

As this is an addon developed by third-party developers, we recommend that you contact them directly at support@creomate.com for further assistance with this matter.

Best regards,

Yuliya

Hello Bao,



Could you please elaborate on your business task?

Could you please clarify what you mean by "In our Approval Process"? Is that a business process or another logic? 



And how did you implement theses colors? 

Bogdan,

Um to be clear, I want to ask if there is any way to make an approval process with 3 options

Due to our business, the approval must have 3 options to divine our client into 3 group

• White: means they are okay with a clean profile
• Black: means they are having red flags in the profile
• Grey: means our Top manager will be the one who decides to

Here is the picture for you to understand our business approval right now (but it just a summary, I am not allowed to share more detail on this)

Bao,

Your business task could be achieved by business process. 

You can use your diagram as the base for the process. 



Instead of the first Аpproval element use the [Auto-generated page]\[Pre-configured page]  (or [User dialog] element), to display for required user or role, then through the flow on the second Approval element making a decision.

Bogdan,

It's works

Thank you!

Hi Bao, 



In order to help you with this question we need more details on how exactly records were added and where you want them to get displayed. 



Please contact our support team directly via support@creatio,com and provide us with this detailed info so we could advise you on this matter. 



Kind regards, 

Roman

Hi Roman,

I already contacted the support team

Thank you for your assistance!

Hello, 

 

To set up a choice between the desktop or homepage as the default login in Creatio, follow these steps:

Open the System Builder.



Click "Workplace setup" in the "Settings" block.



Find the section you want, open it and select it as the "Home page"









Bes regards, 

Orkhan

Nope,



Does not work since the introduction of desktops in the new shell, when someone logons on to Creatio, he's brought on the desktop vs the homepage of his workplace. This was already set up as is beforehand.



And not only are my users on desktop, they are also on "all apps", which is not what they want.

Hello Damien,

The issue has already been resolved in version 8.0.7.

After logging in, you will be directed to the same workplace that was active before logging out. However, the page displayed will be the desktop page.

Bogdan,

Thanks for the saving on the last active workplace :) , was this mentioned in the 8.0.7 release notes ?



"However, the page displayed will be the desktop page."



Any way to counter this ? We had already made the effort to create custom homepages for the different teams. The new extra desktop pages, which I see could be useful in some cases, are not useful for us at all today. Anyway to deactivate or bypass ?

 

Hi Damien ,

Did you got any solution to open custom homepages instead of opening desktop while logging in?

Thanks.

Manideep.

Nothing yet unfortunately, really something to change, everyone is asking...

Hi Damien,



I tried updating homepage in user settings, I think it's working now.When user logins in instance it will open dashboards section.

Check in any new cloud instance, for some reasons this feature is not working in local.

Thanks.

Manideep.

Hello Community,

is there a way to get the value of Active workplace?

Hello Community ,

Did you get any solution for this issue? 

Thanks