I would like to execute a business process from a 3rd party tool. I found this Creatio article for this purpose.
I followed each step on this article to define business processes to add contact and list contacts. When I save the process, I see pop-up screen to "Publish" the business...MoreLess
My team and I are using the agile method of development so every couple of weeks we change, drop, hide, move, adjust, or add something to Creatio. I will reach out to the users with a mass email with screenshots and enrichment documents but the communications seem to add to the clutter. Is there...MoreLess
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...MoreLess
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...MoreLess
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...MoreLess
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?
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.
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...MoreLess
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?