Hi Team,

 

I am applying a advanced filter on section on one of its detail let's say "Purcahse order" is the section and "PO Details" is the detail in purchase order section.

 

If on Purchase Order section page I will apply advanced filter on On PO Detail then only Numeric fields of PO Detail comes in drop down.

 

Please see the below screenshot, now here if I check the column dropdown then only numeric fields of PO detail will come why not text and lookup field of PO Details will come ? 

 

 

 

 

 

 

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Hello Akshit,



Unfortunately, there are no basic tools to implement your business task.

 

We have already registered the idea for our R&D team to implement this functionality in further releases. I will assign your case to this project in order to increase its priority.  

 

Best regards,

Bogdan

Hello Akshit,

Since PO Details has a 1:many relationship with PO, you can only select fields where an aggregate is possible, meaning max, min, sum, etc. It's not possible to perform an aggregate on a text value, which is why they do not appear in that list. In order to achieve the filter you're after:

  1. Select "Quantity" from the list
  2. Then enter > 0 for the PO Details count (from #1 above)
  3. Now you can enter the conditions for the PO Details inside the condition of count > 0. The end result is it will look something like this:

Hope this helps.

Ryan

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Hi! Version 7.18.3

We configured email sending using explicit email credentials (as described here https://academy.creatio.com/documents/technic-sdk/7-16/sending-emails-u…)

When trying to send test email error "No address found" is received:

 

All required parameters for credentials config are set.  Those parameters were tested (email address added in Your profile => Email accounts => New and test email sent)

 

Can you help with this issue? 

Thanks!

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Hi,

 

According to the stack of the error the problem is in the email recipient email address that can be missing during the process execution in the script task. Please debug the code of this process in Visual Studio and check which values are passed to which variable of the script task and check which particular parameter is not being filled in.

 

Best regards,

Oscar

Oscar Dylan,

thanks for the suggestion. I made sure that all parameters that are specified in guige as required are passed. Specifically when calling  EmailSender.Send method for EmailContract.DTO.Credentials these fields are set:  ServiceUrl, Port, UseSsl, UserName, SenderEmailAddress, ServerTypeId,Password. 

In stack trace you can see that this call is the last call that we are controlling, everything past it is inner platfrom code:

 

I cant'd dubug inner platform code, unfortnatelly (or can I? If yes, can you help me to set up debug for this case? )

Also, checking properfies that could be additionally set for EmailContract.DTO.Credentials i cant figure out what should be additionally set ( taking into account message of the error, which says about address):

Maybe you can suggest what I am missing here? 

Thanks, Iuliia

 

Юлія Дяків,

 

You can debug the server code and the article I sent previously describes how to connect to the server code and how to connect to the IIS w3wp.exe process that runs the application pool to debug the code. All you need to do is simply open the root/Terrasoft.WebApp/Terrasoft.Configuration/Terrasoft.Configuration.sln file in the visual studio and connect to the IIS process as described in the article. Then you need to find the process schema and set breakpoints to the code. Also you will need to download all symbols (in the Visual Studio Debug->Options->Debugging->Symbols->Load all symbols).

 

Also as I already mentioned the problem is with the recipient of the email. It can either be not filled in or filled in incorrectly. That's why the sending script task code should be debugged.

 

Best regards,

Oscar

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Hello team! 

Verison 7.18.3. 

We have a strange behaviour for case, when portal user follows direct link to record that has no section- it's redirected to PortalMainPageModule. (not even to Home page that is set for current user). No errors in console.

EntitySchema for mentioned page has Operation permissions, and Record permissions configured. Entity added to SysSSPEntitySchemaAccessList. All access rights for user are correct. 

User CAN open mentioned record not by direct link link (eg, following Some section => Some record => Approval record ) but cannot open the record by direct_link_to_approval_record.

 

Functionality worked good in version 7.14.0

If following direct link to page that has section such issue wasn't reproduced. Issue also is not reproduced for license users.

 

Can you advice where to look for solution?

Thanks in advance 

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Hello,

 

Hope you're doing well.

 

If I understood your question correctly, it seems there is some issues with permissions, on this demand we would like to suggest you update Organizational and Functional roles, Object permissions as well to apply the latest changes.

 

Regards,

Roman

Roman Rak,

thank you for your unswer. We did all that, but the issue wasn't resolved. This seems line an issue with routing. Can you help with which js module is responcible for routing? So we can try to debug this. 

Thanks!

 

Юлія Дяків,

 

Thanks for your prompt response.

It's still a bit unclear what you mean under "when portal user follows direct link to record that has no section". Could you please provide us with screenshots or with a recording of the issue reproduction? If it's not possible, please contact us via email (support@creatio.com) so we will be able to review your request with more details.

 

Regards,

Roman

Roman Rak,

 

when I say "when portal user follows direct link to record that has no section" I mean that this linl is link to edit page of detail records. So we have section for Entity1, open edit page1 from there. And inside of the page1 there is detail with list of connected records - Entity2, when we open some record from detail we open edit page2. There is no section for Entity2, only detail. But we can construct direct link to Edit page2 and give it to user. When licence user follows it all works correctly - edit page 2 is opened. But when portal user opens it - he is redirected to PortalMainPageModule.

Does this clarify a bit the problem? 

Regards, Iuliia

Hello Юлія,

 

Thank you for rephrasing the issue description.

 

At first, in case you are on the record page (let it be Activity page) trying to open the record from the detail on that page (let it be related to Account record), the link in the address bar is not being changed, so if you copy this URL and pass it to the portal user who doesn't have access to the Activity section, the behavior will be the same — user will be redirected to the home portal page. So in case, you want to provide the link for the Account detail record, you will need to open this detail record in a new tab/window, after that there will be available the proper link (this is OOTB logic and for now can not be changed, but we already have created a functional request for our developers on this topic).

 

Also if you shared the proper link to the needed record and the portal user still faces the same issue, please check access settings exactly for this record (at least there should be added this portal user or all needed portal users, user roles), because it looks like that user doesn't have the appropriate access to that record or section in general (we have tested, and it looked exactly how you described the issue).

 

Regards,

Roman

Roman Rak,

thanks for taking time to explain all those details.

But the case is that user has all rights that he needs to see this record. Portal user can see data in record Activity when he follows Activity Section => Activity page => Account detail => Account page (taken as example from your explanation)  but when opening direct link to Account page he is redirected to  PortalMainPageModule. (in our system Account object from example does not have section, only detail. We think this is important detail because when portal user follows direct link to some page that has section - no issue reproduced. )

 The link itself is correct and leads to correct edit page for licence users.

I was able to record video of described behaviour, but unfortunatelly can't attach gif file here.

As there is no error in console, we can't debug this issue, to find the cause. So we need some hint what part of routing behaviour to check for issues. 

Thanks.

 

 

Hi, I have the same issue. This PORTAL user has the all access rights and in v.7.14 can open url. But after update to v.7.18.3 - redirect to Main Page. Why? Do you have some ideas?

Hello,

 

If the issue appeared after the upgrade to the latest version, we suggest checking upgrade logs as far there could appear some issues that affected the access rights. Also, the website can be restarted and re-licensed, after that please flush Redis and check all the needed updated licenses.

 

Regards,

Roman

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What is the font on the Cases processing tab? can it be configured by the user? When we send emails via template, we use arial, but shown on the processing time it seems to change to Times New Roman. Can this be configured?

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Hi Mitch,

 

Thank you for your question!

 

In order to change the font, please edit the template according to your needs, then select the whole text and choose the fond needed. Unfortunately, this is the only option at the moment. Currently, there is no possibility to apply the font by default for regular emails. Our R&D team has a functionality request in an "Accepted" status regarding the possibility of applying default font for regular emails so we can expect this logic in one of the nearest releases. 

 

Kind regards,

Anastasiia

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Hi!

Verison 7.18.3. We have process build on object:

In this procees there is a start poin tthat is no longer needed, but I do not see a possibility to delete it (I was able to delete related Script taks though) :

I tried to deactivate Event taht was catched in this start point - but that didn't remove the start point itself.

Please, advice how to remove this element? 

Thanks!

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Hello!

 

Thank you for your question!

 

It can be deactivated in object settings in tab 'events':

Just unclick the element you no longer need.

 

Kind regards,

Anastasiia

Anastasiia Lazurenko,

thanks, but I actually did that already (see my original message: "

I tried to deactivate Event taht was catched in this start point - but that didn't remove the start point itself." ). This Event is not trigered, but start poin in Processs is still there

What did I do wrong there? 

Thanks!

Юлія Дяків,

 

Hello!

 

Thank you for the information!

 

In this case the best way to resolve this is to:

1. Try changing the Start Signal by clicking the Gear button and to see if this helps deleting it;

2. If this won`t help, the fastest and the most convenient solution would be creating a new Business Process copying the Diagram and the settings of this Business Process.

Please make sure to deactivate this current process after you create a new one from scratch (copying it may result in the same error)

 

Hope this helps!

 

Thank you!

 

Regards,

 

Danyil

Danyil Onoprienko,

thank you. 

Changing the Start Signal didn't help to delete it, unfortunatelly.

As for the solution describd in 2. it could work, but isn't the best approach: in case process is big, with a lot of elements, such "cope-paste" could lead to mistake, and needs extencive testing aftervards.

Best regards, Iuliia

Hello,

 

Thank you for your patience.

 

We have confirmed that this is an out-of-the-box behavior of an Entity (event) sub-process. You can delete the whole box itself, but not the start-element within it:

 

There is no way of deleting the start element in this Event sub-process.

 

Hope this  clarifies!

 

Regards,

 

Danyil

Danyil Onoprienko,

thank you so much for clarification. This seems to ne unnecessary limitation to my view, but you surelly have a reason for such behaviour so we will keep that in mind. Thanks again!

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Hi,

Can anyone assist with this installation failure for the ITSM for Service Creatio marketplace add in?

 

Our version is 7.18.3 but that was not in the list below.

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Hi!

We reviewed this add-on and fixed the problem.

You can install the latest version with fix on this page:

 

https://marketplace.creatio.com/app/itsm-service-creatio

Hi, I installed and didn't get some features mentioned in the manual, for example the "Dependence of case priority on urgency and impact level" lookup isn' installed, and also cannot add it, so this object isn't in the package, so when add urgency and case impact Priority didn't change as docummented

 

Have some package update?

 

Thanks

Hi Julio,



We have reviewed this solution. It is deprecated, not supported, and does not meet the current Marketplace requirements. We have removed this app from the Marketplace and do not recommend using it.

That you for bringing this to our attention.

 

We are going to publish a new Banza ITMS box for Creatio solution in the near future. I believe that solution will cover your needs. You can learn more about it in the Coming soon section.

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I'm calling REST api of Contact ,Account and Case management for CRUD operation. I'm calling Creatio CRM REST from WSO2 EI. It is identical the Request which is send from the Postman or Rest Client.

But it gives 302 Status for WSO2 EI calling the  Creatio REST while it gives 403 for Postman or Restclient If BPMCSRF header doesn't contain cookie value.

 

If the BPMCSRF header value contains correct cookie value from the Login request, Postman or Restclient gives 201/200 for success operation and WSO2 EI gets same 302 response.  Login API call working fine from the WSO2 EI. 

 

Sample Request from WSO2 EI

"POST /0/odata/Account HTTP/1.1[\r][\n]"

"Accept: application/json;odata=verbose[\r][\n]"

"X-Requested-With: XMLHttpRequest[\r][\n]"

"ForceUseSession: true[\r][\n]"

"Content-Type: application/json[\r][\n]"

"Content-Length: 228[\r][\n]"

"Host: 103594-crm-bundle.creatio.com[\r][\n]"

"Connection: Keep-Alive[\r][\n]"

"User-Agent: Synapse-PT-HttpComponents-NIO[\r][\n]"

"[\r][\n]"

"{"Name":"API Test","AccountId":"e6574af1-3e92-4099-958e-e798f52ee016","JobTitle":"Marketing manager","BirthDate":"0001-01-01T00:00:00Z","Phone":"","MobilePhone":"+1 213 566 34 22","Email":"test@gmail","Completeness":30,"Age":19}"

 

Sample Response from Creatio 

 

"HTTP/1.1 302 Found[\r][\n]"

"Server: nginx/1.14.1[\r][\n]"

"Date: Thu, 16 Sep 2021 06:21:05 GMT[\r][\n]"

"Content-Type: text/html; charset=utf-8[\r][\n]"

"Content-Length: 170[\r][\n]"

"Connection: keep-alive[\r][\n]"

"Cache-Control: private[\r][\n]"

"Location: /Login/NuiLogin.aspx?ReturnUrl=%2f0%2fodata%2fAccount[\r][\n]"

"X-AspNet-Version: 4.0.30319[\r][\n]"

"X-Powered-By: ASP.NET[\r][\n]"

"X-Frame-Options: SAMEORIGIN[\r][\n]"

"X-Content-Type-Options: nosniff[\r][\n]"

"[\r][\n]"

"Object moved[\r][\n]"

"

Object moved to here.

[\r][\n]"

"

.

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It means that you are not authenticated properly in the application (see location part  "/Login/NuiLogin.aspx?ReturnUrl=%2f0%2fodata%2fAccount", you were redirected to the login page). You need to check all the cookies that are passed to the OData request that you send and compare it with cookies you get in Postman + perform more tests to see which cookie set will result in a successful call.

Oscar Dylan,

If the authentication error, it should be 401 or 403 status. But here it is always redirect to login page with 302. verified the headers from Postman and client app both, those are identical. 

Anusha,

 

That is correct - the resource was found, but you need to authenticate first (once again, pay attention to the location path /Login/NuiLogin.aspx?ReturnUrl=%2f0%2fodata%2fAccount). The system automatically redirected you to the login location.

 In Postman you receive 200 OK to the request, but before it you receive 302 response (can check in the Postman console):

Hi Oscar,

 

Thank you very much for the information, but still I'm confused authentication approach. This is what I'm doing.

 

When I get 302 for Contact endpoint, then I perform the authentication to  auth endpoint  POST call <Creation-app-host>/ServiceModel/AuthService.svc/Login with the body [1]. Then I see cookies details in the response with BPMCSRF cookie with 200 response.  Then I send again the Contact endpoint with those auth cookies, [2]  are the headers which I send to Contact endpoint again. But still same 302 redirection is there even after successful authentication. 

 

Could you please help me on this.

--- does the above approach wrong

--- does the auth headers wrong mentioned in [2]

 

If above approach wrong, please help me to find request format from the client application to complete the successful Contact create through the  client.

 

[1] body

{

   "UserName":"xxxxxxxxx",
   "UserPassword":"xxxxxxx"
}

 

[2] . Headers

 

Accept: application/json;odata=verbose[\r][\n]"

"BPMCSRF: cvHrL0GEHYdswl1QZh8Ie.[\r][\n]"

"ForceUseSession: true[\r][\n]"

"Set-Cookie: .ASPXAUTH=F82E.... "

"Set-Cookie: BPMCSRF=cvHrL0GEHYdswl1QZh8Ie."

"Set-Cookie: BPMLOADER=zchmt5tlzildsx22zlle1wnk"

"Set-Cookie: UserName=93|117|112|101|114|118|105|115|101|114"

"Content-Type: application/json; charset=utf-8[\r][\n]"

"Content-Length: 228[\r][\n]"

"Host: 103594-crm-bundle.creatio.com[\r][\n]"

"Connection: Keep-Alive[\r][\n]"

"User-Agent: Synapse-PT-HttpComponents-NIO"

 

Hi Anusha,

 

Unfortunately you have to run test and find a way to pass the cookies to the request properly in terms of your integration. For example I have this cookie header in Postman:

 

BPMSESSIONID=xjjysy25na5ig5sqbgdyxd14; visid_incap_2180455=49BJJNmNT1uK2vo4spt1YM3yQWEAAAAAQUIPAAAAAAB7xEOk/CkixDKkf1pVpwRW; .ASPXAUTH=0129CAB95F4B3C753B6B00E3BBC7F15E9F0CF094A9209DCC541E033D963163699488F8A6AF3F3F845BABCA582CE603AD00E4AC3EE005216347F4B399235033BF60A3338158451099DEC44FE8B1920F57398E4439EE170B436C75FF3BA3BFC2C28BF8BCCB6D37261D9942F97133800DFEED491B8C8671824183CF9CD2CC20549B5BF672599D3F9CAD151E6F4C92A95C7FC888E4214039842D8B53E540D03495542D8C60B238BA9759FFAE27920E7688D35C92795D59741A8D0E5B34234C6DCC769F79A176BF63CCA190D0BEC19A8ACF3793A6522866BF14A14092474BBA68D100282CE8CB6DAB3C8041DB7544EABD759617446687311CE784129E88BE2558CE2917C790372F214D6E8D05B630B789F0D37E4EBB60E06A6B0C20FE075ED78960211A017F115D32F53B2D76E9B2AF302EC3887E47FE421CA76D246B0FCD8260B25380BED735F19C87C0545187841709C5A75B5547CDF43D52304C9D4760C8E625F7DA674A74; BPMCSRF=ulHtF40aiiRNzRWk5BMTWO; BPMLOADER=mnbxfikelfxqnnl2iz0aiobd; BPMSESSIONID=xjjysy25na5ig5sqbgdyxd14; UserName=83|117|112|101|114|118|105|115|111|114

 

And I guess all of them should be also passed to your request. This is not something that can be solved on the community, you need to test your integration authentication to find a correct way.

 

Also check if your authentication in terms of your integration is configured in the similar way to the one explained here.

Hi Oscar,

 

Thanks for the information. I will check further.

 

Thanks & Best Regards

Anusha

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Hi Community,

 

I have a Customer requirement where the customer only doesn't want the creatio login page. 

 

I think there are 2 ways possible : 

 

1. Is there a way to completely customize the creatio login page, If yes then can you please share any such implementation example.

 

2. It is possible to create only a custom login page to authenticate the users in creatio and then bypassing the creatio login page & redirecting that user directly to the creatio home page. Is this possbile if yes please suggest how?

 

If you have any better suggestions please provide them. 

 

Many Thanks.

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Hello Akshit,

 

Unfortunately, Creatio does not provide any out of the box way to modify the login page, except changing the logo picture. 

 

However, you can modify Login page by modifying NuiLogin.aspx file in the /Login folder. If you need to apply those changes on any instance on our servers simply send us an email with instructions of what should be modified and we will apply the changes. 

 

Best regards,

Max.

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Hi Team,

 

Scenario Is  : 

When payment status = closed, lock all the details and fields of edit page for which I followed this article https://customerfx.com/article/completely-locking-a-page-via-code-including-all-controls-and-details-in-creatio-formerly-bpmonline/

and it works well.

 

but the issue is that user is able to delete the  detail record using the run business process element. please see the below screenshot.

 

How can modify the code so that only other users have no visibility of this run business process button based on the condition (payment status = closed) ?

 

Many thanks.

 

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Hello Akshit, 

 

Actually there are couple ways to hide it.

 

The first one - you can find the implementation of this button by inspecting it, get the name and find the schema where this button is located. Then create replacing view mode where parent object will be the page where this button is located. So add the next code to the new schema(but change captions and object/buttons names according to yours):

 

define("InvoiceSection", [], function() {

    return {

        entitySchemaName: "Invoice",

        details: /**SCHEMA_DETAILS*/{}/**SCHEMA_DETAILS*/,

        diff: /**SCHEMA_DIFF*/[{

                  "operation":"remove",

                  "name": "YourButtonName"

            },]/**SCHEMA_DIFF*/,

        methods: {}

    };

});

 

 

The second way - hide it with using CSS by "visibility: hidden;" or "display: none;". But for such implementation you also need to inspect this button and get its name. Please check out this post about the way to hide it with CSS style:

 

https://community.creatio.com/questions/how-remove-tag-button

 

And this one might be really helpful to get some additional info: 

 

https://community.creatio.com/questions/how-add-custom-style-control-pa…

 

Best Regards, 

 

Bogdan L.

 

 

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Hi Team, 

 

I would like to keep the email chain when a CSR using the email icon. At the moment it creates a new email with nothing from the previous exchange. 

 

Is this possible?

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 Hello Autumn,



The issue takes place because the action 'Reply all' does not bind the email to the case.

Please, see the screenshots below for clarity.

If it is necessary to keep an email thread, the Case number needs to be entered manually.

If an email can be sent without a running list of all the succeeding replies starting with the original email, one can be sent from the Case page directly.

In this case, an email will be automatically linked to the case. 

The 'Reply all with template' feature, which allows to reply directly from the Case page, automatically binding to the case and to keep the email thread.

 

Please note, that Apart from the listed options, you can set up automatic email binding to any section record in the system. Such functionality is available in the ‘Rules' for connecting emails to system sections’ lookup, where you can create your own rules for connecting emails to sections. 

 

Best regards,

Bogdan

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