Service_Creatio | Community Creatio

11:26 Apr 19, 2021

You can paste images in the feed. To do this you need to add this image to some section "Attachments and notes" detail and then drag it to the feed editor in the CTI-panel:

Or you can also copy links to download images in the feed message:

This is one of the ways to share images in the system. Also you can use standard feed and add a note that images can be found in the "Attachments and notes" detail of the related record (and share the link to this record).

And also there is a free marketplace app via this link https://marketplace.creatio.com/app/slack-feed-connector-creatio and you can also check if it fits your needs.

Best regards,

Oscar

Nathan

21:57 Jul 27, 2021

I was looking more towards a tool that would help build training for clickable options or videos, the type that Chameleon makes. Is there anything like that in the Creatio Marketplace?

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Question

Action not appearing if field is not on section List page

Akshit

11:52 Apr 13, 2021

Hi Community,

For one of the system user, we have one custom action which is visible and editable only when certain conditions meet.

Code :

When everything is working user can see the highlighted action and fields on which the condition is applied :

Issue : When we remove any one of the field let's say OrderType(lookup) from Section List view Action is not visible even when the conditions meet.

Please see the below image when Order Type is removed from section list view.

Error :

In statusordertype = selectOrder.get("UsrOrderType"); It is taking statusordertype as undefined.

But UsrOrderType is filled.

So Complete scenario is this that when the field on which the condition are applied are visible on the section List view Custom Action is Visible but the moment we removed the field from section list view It is throwing error even when the field is filled in.

This is not the case with Admin.

Please help me to understand the root cause of this issue ?

6 comments

Best reply

Ryan Farley

20:32 Apr 14, 2021

Akshit,

Your issue is likely this line:

if (!esq.columns.contains("UsrField1", "UsrField2", "UsrField3", "etc")

The contains function on esq.columns accepts only a single field name to check for (so it is only checking for the first one, all the other parameters are ignored). See implementation here.

Change your code so you are doing it like this:

if (!esq.columns.contains("UsrField1") {
    esq.addColumn("UsrField1");
}
if (!esq.columns.contains("UsrField2") {
    esq.addColumn("UsrField2");
}
// etc

Or something like this:

var fields = ["UsrField1", "UsrField2", "UsrField3"];
for (var i=0; i&lt;fields.length; i++) {
    if (!esq.columns.contains(fields[i]) {
        esq.addColumn(fields[i]);
    }
}

Hope this helps.

Ryan

16:29 Apr 13, 2021

Hi Akshit,

This is correct since the data is received from the grid itself (meaning only from columns in the grid), but not from the record. So in case some column is not present in the grid data from it won't be fetched by the client logic. I believe there was a community post previously with an explanation on how to overcome it, I will try to find it and share the link with you.

Best regards,

Oscar

16:31 Apr 13, 2021

Here is the link to the related topic where Ryan shared an idea on how to add missing columns to the ESQ - https://community.creatio.com/questions/unable-get-data-active-record-s….

Best regards,

Oscar

Akshit

12:12 Apr 14, 2021

Hi Oscar Dylan,

We had already added the columns in esq, According to what Ryan has said in reply.

But it's not working.

There is one more Information I would like to share once the record is approved the user only have read permissions.

For Admin it is working even when the fields are not on the section list view.

Any Idea what could be the issue ?

12:25 Apr 14, 2021

Akshit,

Hello,

Then if the columns esq working for Admin, but not for a regular user then maybe the problem is with column permissions? Also have you tried another approach with managing access rights to records via a business process (using the "Change access rights" element)?

Best regards,

Oscar

Ryan Farley

20:32 Apr 14, 2021

Akshit,

Your issue is likely this line:

if (!esq.columns.contains("UsrField1", "UsrField2", "UsrField3", "etc")

The contains function on esq.columns accepts only a single field name to check for (so it is only checking for the first one, all the other parameters are ignored). See implementation here.

Change your code so you are doing it like this:

if (!esq.columns.contains("UsrField1") {
    esq.addColumn("UsrField1");
}
if (!esq.columns.contains("UsrField2") {
    esq.addColumn("UsrField2");
}
// etc

Or something like this:

var fields = ["UsrField1", "UsrField2", "UsrField3"];
for (var i=0; i&lt;fields.length; i++) {
    if (!esq.columns.contains(fields[i]) {
        esq.addColumn(fields[i]);
    }
}

Hope this helps.

Ryan

Akshit

07:53 Apr 15, 2021

Ryan Farley,

Thanks, Ryan. It works!

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Question

Apparently Login page is not loading

Akshit

08:44 Apr 05, 2021

Hi Community,

For one of our customers their On-Site deployed production instance site stops loading the login page certainly. This issue started appearing from last week many times apparently. Before that the site was working fine.

Though when I edit the web. config file(both under root and /Terrasoft.WebApp) from

Https->Http and then Http-> Https and it resolves the issue temporarily.

Below is the screenshot when login page stops loading.

Below is the screenshot when login page loads.

This issue is appearing quite frequently now.

Can anyone please help me to understand the root cause of this issue?

Many thanks!

1 comments

Ivanna Yatsura

08:50 Apr 05, 2021

Dear Akshit,

Please, register a case for our support team to be able to investigate the issue and resolve it.

You can just simply send an email to support@creatio.com with the description so we can help you.

Best Regards,

Ivanna Yatsura

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Question

cases

Preventing Users From Closing Cases with Incomplete Activities

7.17

18:19 Mar 24, 2021

What is the best way to restrict a user from being able to put a Case in the closed status if there are tasks associated with the case that are in the not started status?

1 comments

dean parrett

10:49 Mar 25, 2021

Dear Mitch,

You can set the activities on the DCM and make them required. Thus, the users will not be able to close a case.

Regards,

Dean

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Question

DataService Error while opening a section on production

Akshit

05:54 Mar 24, 2021

Hi Team,

On production instance while opening a section I am getting this DataService error due to which section records becomes invisible and also section wizard is not opening.

According to the error msg I have checked the column "Approved Budget" lookup and it is fine.

Please help me to understand the root cause of such issue because this keep on happening very frequently.

Many Thanks!

4 comments

Roman Rak

08:56 Mar 24, 2021

Hello Akshit,

Hope you're doing well.

Please, try to generate the source code and compile the system for all items.

Best regards,

Roman

Akshit

09:04 Mar 24, 2021

Roman Rak,

Thank you for the solution,

Yes, I did the same and it works well.

But this issue keeps on appearing within an interval of 3-4 days that's why it will be helpful if you tell me the what can be the cause of such issues.

Many Thanks, Roman.

Roman Rak

09:53 Mar 24, 2021

Hello Akshit,

There are can be different reasons for such behavior, like package customizations, version update errors, manipulation with connected lookups (adding then deleting), etc. Starting from the application version 7.17.0 there are added additional diagnostic log levels which can help with investigations for such type of issues.

Best regards,

Roman

Akshit

10:05 Mar 24, 2021

Roman Rak,

Ok, Thanks

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Question

Restricting Regular user not to change his/her password

Akshit

06:35 Mar 18, 2021

Hi Community,

A regular user in Creatio can change his/her password using the my profile section as shown below

How to restrict user not to change his her password using this.

Many thanks!

1 comments

Ivanna Yatsura

16:15 Mar 18, 2021

Dear Akshit,

Please, check this community article that should help you with your questions.

https://community.creatio.com/questions/how-create-users-role-manage-in…

Best Regards,

Ivanna

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Question

Outlook Add-On for Creatio (SmartCloud Connect for bpm'online)

19:35 Mar 11, 2021

Is this add-on no longer available, no longer functioning? We used this add-on from the marketplace called "SmartCloud Connect for bpm'online" for the last few years. It was free and it was great as it functioned to send 1 specific email to Creatio from a user's outlook mailbox instead of syncing all emails. Now we started seeing this error just this week:

I see there are 2 other outlook add-ons that are paid subscriptions, does anyone use those and enjoy them?

Our concerns with syncing all emails using Creatio's standard email sync feature is that unwanted emails will get synced and be visible to other users, for example a manager discussing pay or status of an employee in an email and other users seeing that once it syncs to Creatio. Is Creatio working on any enhancements so using their standard outlook sync service so that users can have more specific control on which emails they sync?

2 comments

Ivan Leontiev

16:39 Mar 12, 2021

Hi, Mitch

This add-on was removed from Creatio Marketplace since it is no longer supported by the developer.

We indeed published two new Outlook add-ons in the meantime. If you are interested in their functionality, you can request a live demo.

Need to add a localizable text parameter to a custom process

17:35 Mar 12, 2021

Ivan Leontiev,

What are the two new Outlook add-ons? Just to confirm, are you referring to the Kewl Outlook Connector and bglobal Outlook add-on?

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Question

Ricardo Bigio

00:50 Mar 09, 2021

Where can I find documentation on this issue ?

3 comments

Dean Parrett

00:56 Mar 09, 2021

Hello,

If you need to send emails based on the recipient's language, try to add localization to the email template. More info can be found here:

https://academy.creatio.com/docs/user/platform_basics/communications/wo…

Regards,

Dean

Ricardo Bigio

13:40 Mar 09, 2021

Dean Parrett,

Thanks Dean, but what I need is to create a user task (activity) connected to case resolution, and its title is the localizable text business parameter I need to create. I have been through lots of academy stuff, but it is not clear to me how to create a localizable text business process parameter.

any clue ?

Dean Parrett

06:14 Mar 10, 2021

Hi Ricardo,

Do you need to read the case resolution description submitted by a user and use it in the activity, let's say, put it into the activity subject but in different language?

Regards,

Dean

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Question

Automatically Following the Feed in the [Cases] Section

01:10 Feb 27, 2021

I recall in the past seeing documentation on this, but now I can't find it. In the cases section, there are several actions that result in a user following the feed for that case. For example, if they post a feed message on that case, if they are set as the assignee. Is that it? Are those the only two things that make a user default to following the case? Is there a comprehensive list of all the actions a user can do that will result in them automatically following the feed of a case?

2 comments

Best reply

Roman Brown

12:36 Mar 09, 2021

Dear Mitch,

There are a few ways of getting subscribed to the case feed:

- If the user creates a record;

- If the user posts a message to the feed;

- If the user set as assignee to the case.

- If the user subscribed to follow the feed manually in the action panel;

This information will be added to our academy soon.

Kind regards,

Roman

Roman Brown

12:36 Mar 09, 2021

20:21 Mar 11, 2021

Roman Brown,

Thank you Roman. That is what I was looking for.

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Question

7.17

Email Distribution Lists?