In Sales (long sales) where is it possible to enter a reason for losing an #Opportunity?  We need a way of registering why the Opportunity was lost as well as linking to the competitor that ate our lunch.

My team is trying to use the Feed feature on various objects, but the messages do not appear in the users' Feed notification tab.  Even when a user is mentioned in the feed the message does not appear in the tab.

The message can be forced to appear when the receiving user replies to the feed message in the original source object.  Of course, that doesn't help anyone since the user would have to know about the message in order to go find it and read it...!

What do we need to activate in order to have properly functioning feeds?

Hi Community,

Currently we are in the middle of migrating our projects from Creatio version 7.18 to 8.0.1. To do that, we have installed new Creatio machines on our servers, and the packages for each project. However, we are getting some errors while installing these packages on the new Creatio 8 machines. 

One of the packages that we are trying to install is this one:

https://marketplace.creatio.com/app/excel-reports-builder-creatio

While installing this package we got the folllowing errors:

2022-05-26 11:15:05,856 [33] INFO Supervisor InstallZipPackage Save - Compiling configuration dll
2022-05-26 11:15:33,238 [33] INFO Supervisor InstallZipPackage Save - Errors and (or) warnings occurred while compiling configuration dll
2022-05-26 11:15:33,277 [33] ERROR Supervisor InstallZipPackage LogCompilerResult - Autogenerated/Src/IntReportHelper.IntExcelExport.cs(110,11) error CS0246: The type or namespace name 'ExcelWorksheet' could not be found (are you missing a using directive or an assembly reference?)
2022-05-26 11:15:33,277 [33] ERROR Supervisor InstallZipPackage LogCompilerResult - Autogenerated/Src/IntReportHelper.IntExcelExport.cs(273,31) error CS0246: The type or namespace name 'ExcelWorksheet' could not be found (are you missing a using directive or an assembly reference?)
2022-05-26 11:15:33,277 [33] ERROR Supervisor InstallZipPackage LogCompilerResult - Autogenerated/Src/IntReportHelper.IntExcelExport.cs(84,49) error CS0246: The type or namespace name 'ExcelPackage' could not be found (are you missing a using directive or an assembly reference?)
2022-05-26 11:15:33,277 [33] ERROR Supervisor InstallZipPackage LogCompilerResult - Autogenerated/Src/IntReportHelper.IntExcelExport.cs(20,8) error CS0246: The type or namespace name 'OfficeOpenXml' could not be found (are you missing a using directive or an assembly reference?)
2022-05-26 11:15:33,277 [33] ERROR Supervisor InstallZipPackage LogCompilerResult - Autogenerated/Src/IntReportHelper.IntExcelExport.cs(84,11) error CS0246: The type or namespace name 'ExcelWorksheet' could not be found (are you missing a using directive or an assembly reference?)
2022-05-26 11:15:33,277 [33] ERROR Supervisor InstallZipPackage LogCompilerResult - Autogenerated/Src/IntReportHelper.IntExcelExport.cs(110,54) error CS0246: The type or namespace name 'ExcelPackage' could not be found (are you missing a using directive or an assembly reference?)

I did a full system source code generation and multiple compilations, and the error persists.

Is there any way to fix this?

Best Regards,

Pedro Pinheiro

Hi community,

I tried to install the application "Map widget for Creatio" from the Marketplace in a sales-team-marketing-demo environment (v. 8.0.1) and it's not working!

I have configured the map chart dashboard but it's not loading and if I open the inspector I find this errors in the console log:





Can you help me?

Let me know!



Thanks in advance.

Best regards,



Luca

Hi Community,

Has anyone else experienced these errors with the WordPress plug-in for Creatio?

The WordPress plug-in is implemented in a webform on our company website, and creates a new Lead in Creatio and notifies a email address of the details.

This error doesn't seem to affect the Lead creation in Creatio, but it is preventing the automated email notification.

Error sample below.

Thanks!

Edward

There was an error when trying to integrate with the 3rd party service {Creatio Lead Capture} (https://episoft.creatio.com/0/ServiceModel/GeneratedObjectWebFormService.svc/SaveWebFormObjectData).
 
**FORM**
Title: Cancer/EMR Lead Form
Intended Recipient: email@domain.com
Source: https://XXX.com/wp-json/contact-form-7/v1/contact-forms/1555/feedback
 
**SUBMISSION**
Array
(
    [timeout] => 20
    [body] => {"formData":{"formId":"3617d03d-e300-4f20-bd8d-c36feb88de7f","formFieldsData":[{"name":"Name","value":"FirstName LastName"},{"name":"Email","value":"email@domain.com"},{"name":"MobilePhone","value":"MobilePhoneNumber"},{"name":"Company","value":"client"},{"name":"BpmRef","value":"domain.com.au"},{"name":"BpmHref","value":"https:\/\/XXX.com\/"},{"name":"BpmSessionId","value":"c98b6b3d-ac7d-da96-9ebf-1e1260e6ff61"}]}}
    [sslverify] => 0
    [headers] => Content-Type:application/json
)
 
 
**RAW RESPONSE**
Array
(
    [safe_message] => error object
    [object] => WP_Error Object
        (
            [errors] => Array
                (
                    [http_request_failed] => Array
                        (
                            [0] => cURL error 28: Operation timed out after 20001 milliseconds with 0 bytes received
                        )
 
                )
 
            [error_data] => Array
                (
                )
 
            [additional_data:protected] => Array
                (
                )
 
        )
 
)

Hello,

We have a use case where we send information from a website to creatio via custom code. Landing page was not suited for our usecase.

We successfully implemented this using Anonymous Service which has code to manage CORS. We need to make the service work for .net core now. How do we transfer below code to .net core setup since the name 'WebOperationContext' does not exist in .net Core? What is the best practice to overcome CORS error in .net core setup?

// Preflight
 
[OperationContract]
        [WebInvoke(Method = "OPTIONS", UriTemplate = "*")]
        public void GetCaptchaPreflight() {
            var outgoingResponseHeaders = WebOperationContext.Current.OutgoingResponse.Headers;
            outgoingResponseHeaders.Add("Access-Control-Allow-Origin", "*");
            outgoingResponseHeaders.Add("Access-Control-Allow-Methods", "GET, POST, OPTIONS");
            outgoingResponseHeaders.Add("Access-Control-Allow-Headers", "*");
            outgoingResponseHeaders.Add("Access-Control-Request-Headers", "X-Requested-With, x-request-source, accept, content-type");
        }
    }
 
// Request endpoint
[OperationContract]
        [WebInvoke(Method = "POST", RequestFormat = WebMessageFormat.Json, BodyStyle = WebMessageBodyStyle.Wrapped,
        ResponseFormat = WebMessageFormat.Json)]
 
        public void ConfirmCaptcha(Stream responseDetails)
        {
		 var logger = global::Common.Logging.LogManager.GetLogger("CaptchaService");
		 logger.Info("Captcha services entered :");
			var currentWebOperationContext = WebOperationContext.Current;
			var outgoingResponseHeaders = currentWebOperationContext.OutgoingResponse.Headers;
            outgoingResponseHeaders.Add("Access-Control-Allow-Origin", "*");
			outgoingResponseHeaders.Add("Access-Control-Allow-Methods", "POST");
			outgoingResponseHeaders.Add("Access-Control-Allow-Headers", "Origin, Content-Type, Accept");
 
			try
            {
 
            StreamReader reader = new StreamReader(responseDetails);
            string responseJson = reader.ReadToEnd();
            logger.Info("Captcha services :" + responseJson);
 
              ResponseDetails rd = new ResponseDetails();
                rd = JsonConvert.DeserializeObject<ResponseDetails>(responseJson);
                if (!string.IsNullOrEmpty(rd.GToken))
                {
                    if (IsCaptchaVerified(rd.GToken))
                    {
                        logger.Info("Captcha is valid");
						logger.Info(rd.LeadId);
						logger.Info(rd.ContactId);
						logger.Info(rd.LeadResponse);
 
					}
                }
                else
                {
                    logger.Info("Captcha is invalid");
                }
            }

Hello,

We have a case where we import bulk data into many sections. Is there a way to prevent records from being imported if a given lookup is not present in the master lookup table?

Example : Salutation (Title) has the following values : Mr. Dr. Ms Mrs. 

During excel import, if column has Miss, we don't want that record to be added. Can we restrict this through object permissions or any other way?

I understand as per the documentation (pasted below), new values will be added. Is there a work around to prevent this, given that the data import is quiet big?

 

• Be aware that lookup values not found in Creatio will be created automatically. When checking the values, the opening and closing spaces and letter case are not taken into account, while special characters are important. For example, if the imported file has the "customer" value and the [ Contact types ] lookup contains the "Customer" value, new values will not be added to the lookup and the record will be linked to the existing lookup value. However, if the “Client” contact type is specified in the import file, a new “Client” value will be added to the [ Contact types ] lookup. To avoid duplicates in the Creatio lookups, check the lookup values in the imported file.

Thanks

Hi all,



We have a process set up for approvals with an approver and a backup approver. The issue is that if one of them approves the document. The approval request stays in the backlog of the second approver creating unnecessary amounts of "open" approvals.

Is there anyway to setup an approval cancellation should an approver accept (or rejects) an approval request ?

I have set up sales teams 7.18 .net core in windows system. I have come across the following post (https://community.creatio.com/questions/anonymous-custom-configuration-service-net-core) to create anonymous service. Please guide me on following questions:

1. Should .svc file be externally created? If so where exactly it should be placed in the local folder?
2. what are the steps for visual studio IDE settings for .net core setup in windows?

Dear team,

We have an observation from 7.18.5 Cloud Version of Creatio. User A has added his email inbox. When User B logs in using User B's credentials and goes to Contact record of User A, User B is able to see all emails sent by User A!

This could be a possible security issue unless we are missing something.

Please help us with this.

Thanks