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.
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.
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.
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?
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.
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?
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?
Can you have a distribution list in Creatio for sending emails to a group? For example, in the email form, you have List A as an option in the "To" column and when you select List A, the email is sent to a group of people configured to be part of that list.
Unfortunately, it is not possible to send the email to a specific group of contacts simultaneously without adding them one-by-one as To, CC, BCC of the email manually using standard application tools. The task to implement this functionality is already registered for our R&D team. I will assign your request to this project in order to increase its priority.
Please, let us know in case any further information is required.
Unfortunately, it is not possible to send the email to a specific group of contacts simultaneously without adding them one-by-one as To, CC, BCC of the email manually using standard application tools. The task to implement this functionality is already registered for our R&D team. I will assign your request to this project in order to increase its priority.
Please, let us know in case any further information is required.
It's not possible using the standard application configuration since the "To" column select records from the "VwRecepientEmail" table that has no connection to the "EmailTemplate" table. Theoretically it can be done, but it requires some modifications:
1) You need to create a separate object that will connect contacts and email templates
2) Override the getLookupConfig method from the base EmailPageV2 or create a filter group function for the "Recepient" column (by adding lookupListConfig parameter for the "Recepient" column)
Is it possible to create a filter on the "to" and "cc" and "bcc" columns of an email form when you are sending an email from a case?
Specifically I am looking for a filter based on some criteria from the case.
For example, if the Account for the case is Company A, then only show contacts in the "To" column of the email form if those contacts are from that account.
1) Create a lookupListConfig parameter for the "Recepient" attribute (should be created additionally) on the replaced EmailPageV2, creating a Terrasoft.FilterGroup in the parameter and specifying filtering conditions.
2) Replace the getLookupConfig method from the base EmailPageV2 and override it in case the columnName is "Recepient".
I see these two business process are responsible for sending an email.
STEP 1 : When a new case is created BP - Incoming email registration process : Triggered to send a notification to User
STEP 2 : When the status of the case is modified/updated BP - Send email to contact on case status change, is triggered and this is linked to another Sub-Process BP - Send email to case contact.
I see that the reply is sent to all the recipients and I want reply email should be sent only to the sender (Who raised the request)
i.e., only for TO recipients and not for CC recipients
When trying to select a previous workflow case stage, the eligible choices have a circle with a slash and cannot be selected. I see this on our production system and trial system in the Cases section.
Any ideas as to why I cannot select a previous stage even though I have all of the stages included as possible previous stages?
Please, add the stages to which you can transition from the current stage to the [Possible next stages] area. This property is responsible for the stages that can be selected once the current stage is set up.
After our latest upgrade to 7.17.1 there are now many more notifications that show up based on cases the user is following. Our users used to rely on notifications from feed post mentions to know if they need to look at a case. Now they are flooded with notifications every time a new email is attached to a case, and our users rely too heavily on emails to communicate in cases so there is an excessive amount of notifications for them to look through. Is there a way to filter which types of notifications a user receives? Is there a way to configure certain objects, for example so emails don't cause new notifications?
What about for Emails? (The email icon in the communication panel). Is your suggestion for the Notification object that updates the bell icon? What object updates the email icon with a little red number?
My suggestion relates only to feed messages and doesn't affect system, processes or email notifications.
As for your second question - the counter of new email notifications is being updated when the new message is received via websocket and this information is not reflected in DB.
So the new email notification counter cannot be turned off using standard settings? I just want to confirm this so I can tell my users who are asking me to turn it off.
