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!

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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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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?

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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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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!

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Hello Akshit,

 

Hope you're doing well.

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

 

Best regards,

Roman

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.

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

Roman Rak,

 

Ok, Thanks

 

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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!

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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?

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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.

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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Where can I find documentation on this issue ?

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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

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 ?

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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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?

 

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Best reply

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

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,

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

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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. 

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Best reply

Hello Mitch,

 

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. 

 

Best regards, 

Olga. 

Hello Mitch,

 

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. 

 

Best regards, 

Olga. 

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Is it possible to have auto-populating contacts in the "To" column of an email form based on which email template you choose?

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Hello Mitch,

 

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)

 

Best regards,

Oscar

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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.

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Hello Mitch,

 

You need to test two following scenarios:

 

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".

 

One of these two approaches should work.

 

Best regards,

Oscar

Oscar Dylan,

Thanks for the insight.



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

Hello Bhoonalan, 

Please enable Features CasesOnlyRespondToSender  and SendOnlyToContactEmail .  For MSSQL, use following script:

 

DECLARE @featureCode varchar(max) = 'Feature code',

 @featureId uniqueidentifier;

set @featureId = (select top 1 Id from Feature where Code = @featureCode);

IF @featureId is null

BEGIN

 insert into Feature

  (Name, Code)

 values

  (@featureCode, @featureCode);

 set @featureId = (select top 1 Id from Feature where Code = @featureCode);

END;

delete from AdminUnitFeatureState where FeatureId = @featureId;

insert into AdminUnitFeatureState

 (SysAdminUnitId, FeatureState, FeatureId)

values

 ('A29A3BA5-4B0D-DE11-9A51-005056C00008', 1, @featureId);



This script enables the feature , or creates the feature if it's not created on your instance 



Also, please enable sysSetting AutoNotifyOnlyContact.



Best Regards,

Yurii.

 

One workaround is to edit the 

VwRecepientEmail by adding the account name to the Contact Name field.

This way the user can search by account using the ContactName field.

 

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