Hello all,

I am working on modifying the Search contact and accounts page to add a cancel button to the top of the page so that the user can exit the page and properly terminate the business process that opens it.

However, I've added the script for inserting a button but it won't show up on the page. Here is my script below. Is there something I could be doing wrong?

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Dear Kevin,

Could you please provide us with the information about how this page was created and how this page is called in a business process...MoreLess

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Hello all,

I have been working on setting up Agent Desktop to be used for processing queues of incoming emails. Though it lists each email in queue as separate entities even if they are part of an email thread. Is there a way that I could filter the queue to show only the most recent email in a thread?

I know that Creatio is able to recognize threads through the related emails detail but I'm not sure how to adapt it for use with the queue.

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Dear Kevin,

Creatio can sort emails by threads via Cases section - each email will create new case unless this email is somehow connected to...MoreLess

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Hello all,

I am configuring an Agent Desktop that allows me to process emails and sort them into different queues based on what the email is in regards to. 

The process that runs for the queue opens an edit page and allows the user to view the email. I have added a business process to the page...MoreLess

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Dear Kevin,

Processes can start in the background and if they are they could behave like this. Please check that "Run following elements i...MoreLess

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Hello all,

I have several business processes that my users start from the contact record. Each opens a pre-configured page that allows my users to record information and make connections to other objects. 

However, some of them take longer to start that I'd like. Is there any methods that I should investigate to try and improve performance? There aren't any steps before the preconfigured page so I'm not sure what more I could do.

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Dear Kevin, 

Unfortunately, only from this screenshot, it is hard to tell what could be the issue. Please check that there are no web...MoreLess

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Hello all,

I am trying to cancel some business processes that are currently running in my system. However, when I click cancel, the process reverts back to running when I refresh the page. Why does this happen?

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Dear Kevin, 

The issue may occur because processes are getting canceled asynchronously. Usually, the cancellation happens momentarily...MoreLess

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Hello all,

Is there a way that I can have the communication options sorted alphabetically for users?

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Dear Kevin,

Here is the example:

You can add the "order" attribute for every field that you need to sort to the edit page schema where...MoreLess

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Hello all,

I've been adding communication types and I can see that phone and social options are grouped in a cascading option but emails are not.

Is there a way that I can group the email types too?

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Dear Kevin,

In order to group emails please open the “Communication option types” lookup https://prnt.sc/rha66n , click on the record and choose...MoreLess

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Hi all,

I am working on deploying Creatio on-site in order to check heavy sql queries to add some indexes. I have been following the steps on the documentation page for on site installation, however I am having trouble finding the ConnectionsStrings.Config file and any help figuring out where I should look would be greatly appreciated.

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Hi Kevin,



You can find it in the root folder of your site as it is shown on the screenshot.

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