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/CkixDKkf1pVpw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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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Hi, on the agent desktop, the cases pulled from the queue and then canceled are only being displayed for the current operator(agent) that pulled them from the queue. The rest of the agents can't see them on their agent desktop.

 

How can I change it so that all agents will see the same cases uniformly on their agent desktop?

 

 

Thank 

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Hello Shira, 

 

The mentioned situation occurs according to the OOTB logic and the configurations set for the Queues. As an example, if you have filter "Assignee is not filled in" for the queue then when the agent opens the case from the queue, it is being automatically assigned to the agent (expected behavior). 

 

For the case to be put back into the queue, the agent needs to press "re-queue" button. Also, let me mention, that the case won't be re-queued immediately, but within update frequency specified in queue's settings. 

 

Best regards, 

Anastasiia

But using the "re-queue" button is automatically putting the case at the beginning of the queue. I need the case to get back to the same position it was before it was pulled from the queue.

How can I do it?

Anastasiia Zhuravel,

 

But using the "re-queue" button is automatically putting the case at the beginning of the queue. I need the case to get back to the same position it was before it was pulled from the queue.

How can I do it?

Shira Shatz,

 

I would advise to check the following article in order to configure the desirable queue sorting:  https://academy.creatio.com/docs/user/service_tools/contact_center_tool…



By a default while clicking the [ Re-queue ] button (to put off processing the case), the [ Agent desktop ] section will be displayed again. The postponed case will be placed at the end of the queue regardless of the set record sorting rules in the queue.

 

By clicking the [ Cancel ] button (to cancel processing the case), you will as well return to the agent desktop and the case will be queued back to the same position it had before you started processing it.



More detailed information can be found here:

https://academy.creatio.com/docs/user/service_tools/contact_center_tool…

 

If the issue persists despite the mentioned above recommendations, please email us at support@creatio.com, so we will be able to check the corresponding configurations and advise in more details.

 

Best regards, 

Anastasiia

Anastasiia Zhuravel,

By clicking the [ Cancel ] button (to cancel processing the case), the case is displayed only to the operator that pulled it from the queue. This is what my problem is about. The main problem is that the same case that was canceled (let's say by me) will not be displayed for the rest of the agents on their agent desktops!

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We have our own Notes object however we have individuals entering private notes in the Feed section. 

 

Can we remove access to Feed for all users?

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Hello George,



You can set up access rights for each channel in the feed section:

 

Best regards,

Bogdan

Hi Bogdan,

 

I updated access rights for only System Administrators to Read/Edit/Delete but Feed and all of its contents are still available to each of our users.

 

Feed is still viewable and editable regardless of the role our users are in. Are there any additional settings to restrict this access?

 

 

You can completely remove the Feed tab from a page by adding the following into the methods of the page: 

onRender: function() {
    this.callParent(arguments);
 
    var tabs = this.get("TabsCollection");
    if (tabs.contains("ESNTab")) {
        tabs.removeByKey("ESNTab");
    }
}

Ryan

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Is it possible and are there any articles for adding a custom button in the action panel? I searched and was unable to find a specific question or article for this. See image and highlighted spot below. I want to add a button and link it to creating a new custom type of Activity record (in addition to the existing blue flag icon for a to-do task)

 

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Hi Team,

 

My task is  : 

When Registration Status = Approved and Duplicate Records Exist then I have to show the Duplicate Records to the User On Some MessageBox and Take input from him/her wether he want to save the record or not 

 

Please see this image below : 

 

I want to show the records(in the detail highlighted in red) in message box and ask user whether to save the record on not ?

 

Please help me, How can I achieve this ?

 

Many thanks.

 

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Hello,

 



Here is code example of two methods that can be added on the edit page schema for your reference:

 

onCardAction: function(){

    this.callParent(arguments);

    var actionId = arguments[0];

    if (actionId=="save"){

        this.onSaveButton();

    }

},

onSaveButton: function() {

    var recordStatus = this.get("LookupCommunicationChannels").displayValue;

    var message="";

    var currentContactId = this.get("Id");

    if (recordStatus == "Email") {

        var esq = this.Ext.create("Terrasoft.EntitySchemaQuery", {

            rootSchemaName: "UsrDetailTest"

        });

        esq.addColumn("UsrLsOurAccount", "OurAccount");

        esq.addColumn("Name", "Name");

        esq.addColumn("UsrContact");

        esq.filters.addItem(esq.createColumnFilterWithParameter(this.Terrasoft.ComparisonType.EQUAL, "UsrContact", currentContactId));

        esq.getEntityCollection(function(result) {

            if (!result.success) {

                this.showInformationDialog("Data query error");

                return;

            }

            result.collection.each(function (item) {

                message += "Detail name: " + item.get("Name") +

                " OurAccount: " + item.get("OurAccount") + "\n";

            });

            this.showInformationDialog(message);

        }, this);

    }

}

 

Once you click "Save" button after filling the Registration Status, you will get message in the dialog window that contains the records from the detail. 

 



Best Regards,

Tetiana Bakai 

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