Service_Creatio | Community Creatio

Create a case for each contact automatically

Mariam Moufaddal

15:19 Jun 06, 2022

Hello,

I was wondering if it is possible to run a process that creates a case for each contact we have in contacts section based on start time signal

Thank you,

Mariam M.

1 comments

Vladimir Sokolov

16:44 Jun 06, 2022

Hello Mariam,

I like the following way (you can make your own filtering condition to mark that Contact doesn't have such Case yet)

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Question

email templates

Report to See Which Email Templates Are Used and Un-Used

Mitch Kaschub

17:09 May 11, 2022

Is there a table I could query that would show me all the email templates that have been used?

1 comments

Artem

19:33 May 11, 2022

Hello Mitch,

Could you please elaborate on the task you are trying to do?

Thank you,

Artem.

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Question

System administrators

22:52 Apr 28, 2022

Hi community,

In my UAT environment, I revoked a user's system administrator permission by removing him from the "system administrators" role.

The user continues to have the same system administrator permission.

I have tried clear the redis cache, but the problem persists.

2 comments

Luis Tinoco Azevedo

09:29 Apr 29, 2022

Hi Stefano,

I had a similar problem, in case the problem was that the was not sys admin but was manager of a user with sysadmin role.

And being a manager you inherit the roles and the users you are managing.

hope it helps,

Luis

22:19 May 02, 2022

Luis Tinoco Azevedo,

thank you Luis for your suggestion

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Question

PortalCasePage multi edit page

09:01 Apr 13, 2022

Hi team,

is it supported the multi edit page feature on portal case page?

I created two different edit page for case for portal section but it doesn't work.

What Am I doing wrong?

3 comments

Anastasiia Zhuravel

14:13 Apr 14, 2022

Hello Stefano,

Yes, such feature is available for the portal case pages.

Edit pages can be added and configured directly from the Section Wizard:

If the issue occurs for the specific portal user or role, I would suggest to double-check the access rights for such users.

Should you have any additional questions, please let us know.

Best regards,

Anastasiia

14:46 Apr 14, 2022

Anastasiia Zhuravel,

Hi Anastasiia

I created 2 edit pages based on the category field.

The weird thing is that if I remove the block element "Response container" and "Solution container" from edit page 1, the same changes appear on edit page 2

Anastasiia Zhuravel

14:56 Apr 14, 2022

Stefano Bassoli,

The issue may occur if the edit pages were created incorrectly, for example directly from the configuration and have incorrect dependencies. I would suggest to re-create anew the edit pages directly from the Section wizard.

If the issue persists, please contact us at support@creatio.com so we could investigate the issue from our side.

Best regards,

Anastasiia

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Question

Unexpected issue in MSWord prugin for printables

Julius

11:42 Apr 12, 2022

Unexpected issue in MSWord prugin for printables. Happens when I try to Select report. I assume this happens when printables/reports are trying to be loaded

Unexpected character encountered while parsing value: <. Path "", line 0, position 0.

https://prnt.sc/03qcxHxUWByT

The plugin is used here on a brand new out of the box demo environment.

1 comments

Anastasiia Zhuravel

17:08 Apr 12, 2022

Hello Julius,

This error indicates that one of the reports has the lookup column which has no parent object specified. In order to clarify which report exactly has such column you may delete the reports one by one, each time checking whether the issue is reproducible after deleting the specific report (I'm afraid it's the easiest way).

Once you have clarified which report gives an error and which lookup column doesn't have the parent object, there is a need to run the following query for the object of this lookup column:

update [SysSchema] set [ParentId] = (select [Id] from [SysSchema] where [Name] = 'BaseLookup') where [Name] = 'The name of the object with an error (not its Caption, but Name)'

After that the issue should not persist for this report.

Best regards,

Anastasiia

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Question

Add new record with multiple section pages

Massimiliano Mazzacurati

12:07 Apr 07, 2022

In Service Creatio I configured multiple section pages depending on Case Category:I want to create two custom buttons to add new "IT" case and new "NPD" case but I don't know the URL I should navigate to the proper "add page".

I think the standard add case url is something like /0/Nui/ViewModule.aspx#CardModuleV2/CasePage/add

What URL should I use to open the "add page" for my two categories ("IT" and "NPD"), where I'll find the Category field already set, replicating the same behaviour of the "New" button (see picture below)?

Thanks

Best regards

Max

1 comments

Oleg Drobina

11:23 Apr 08, 2022

The logic of adding a record is behind the addRecord method from the BaseDataView module. The page opening is performed in the openCardInChain method that is called in the else condition of the addRecord method. The method is called when clicking the CombinedModeAddRecordButton or SeparateModeAddRecordButton. You need to call the same in your buttons and modify the logic of the addRecord method if needed.

Best regards,

Oscar

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Question

"Invalid parameter binding" while importing package

7.17

Jonathan Quendoz

12:15 Mar 29, 2022

Hi Community,

I installed a clean 7.17.0 Oracle version and wanted to import a package from another environment. I tried several times to install it (deleting it, regenerating schemas, compiling, getting back to the VM Snapshot) and it doesn't work.

The installation log prints the following message for almost any of the package's objects (you can find here an example for the "Case" object) :

2022-03-28 16:31:20,550 Error occurred while saving schema database structure "Case" in package "". UId 00000000-0000-0000-0000-000000000000: Error "Invalid parameter binding

Parameter name: NEW" occurred when updating schema structure. SQL script text: "CREATE OR REPLACE TRIGGER "CREATIO"."TR117D32F98275453484111C6611BI"

BEFORE INSERT ON "Case" REFERENCING NEW AS New OLD AS Old

FOR EACH ROW

BEGIN

   IF (:NEW."Id" IS NULL) THEN

       :NEW."Id" := "tspkg_Utilities"."fn_CreateGuid"();

   END IF;

END "TR117D32F98275453484111C6611BI";"

Do you have an idea from where this issue can come from ? The base environment where I exported this specific package is working fine.

"Case" in package "". UId 00000000-0000-0000-0000-000000000000 --> This part seems really strange. It seems like it doesn't find the package where he must install the related object.

Thanks a lot for your help.

Best regards,

Jonathan

2 comments

Denis Bidukha

12:40 Mar 30, 2022

Hello Jonathan,

Thank you for your Question. First of all, it would be useful to follow the basic checklist to be sure nothing is missed:

1) Versions of the exporter and importer environments should be the same. (In this case, both should be 7.17.0)

2) The product bundle should be the same (For example both should be Service Enterprise)

3) Check the Dependent packages. All of the dependent packages should exist in the final environment.

(More info regarding packages is available in the below article:

https://academy.creatio.com/docs/developer/development_tools/packages/p…)

If all of the above was checked and the issue still exists - there is one more thing that will be true only for specific Oracle versions.

ODAC v.12 support is planned as part of Oracle support for .Net Core in future Creatio versions.

Workaround - use ODAC v.11:

At the moment, we are seeing similar problems when using the 12th version of ODAC.

To solve the problems we recommend installing it on the 11th:

1) Remove ODAC v.12

2) Install ODAC v.11 x64 and test the case.

3) If the error persists, install ODAC version 11 x32, in the properties of the application pool setting "Enable 32-bit programs" to "true" and check the case.

Please perform the above actions and let me know the results.

Best Regards,

Dan

Jonathan Quendoz

17:50 Apr 04, 2022

Denis Bidukha,

Thanks for your reply. I tried all of the steps listed above but nothing works.

When I try to use ODAC v.11, (64 or 32 bits) it prints that "OraOps12.dll" is missing and I can't even connect no more to the CRM.

The only way to make it work is with ODAC v.12. Although, when importing the package it does this "Invalid Paramteter binding" error...

Best regards,

Jonathan

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Question

New case button

Screenshot by Lightshot (prnt.sc)

06:44 Mar 17, 2022

Hi community

In the case section I have configured 2 different pages based on the category field.

Is it possible to control which page a user can use based on the functional role that the user belongs to?

2 comments

07:58 Mar 24, 2022

Hi,

I configured the permission on case category lookup values based on the functional role that can use it, but It doesn't work.

Is it possible to hide some lookup values based on permission ?

1. Hide Lookup records (with access rights or Business Process) | Community Creatio

18:16 Mar 27, 2022

Hi,

I solved my request.

The solution is:

2. How can I hide adding buttons for some section types? | Community Creatio

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Question