I am trying to create a process that can add a selection of contacts to a participants detail by picking select all and then clicking on the action in the actions drop down. I've gotten the process to start but it only grabs 30 records at once.
I know that this is due to Creatio only loading so many records at once as a way to not stress the system too much. However, I need a way to collect more than 30 records. I'm trying to figure out a way to get Creatio to load the records once I've triggered the process.
It's fine if there's a delay while Creatio loads the records, I can always put up a message about how it may take some time. I just need to get the records.
I am building a scenario for CTI integration using Avaya. I need to extend the functionality of the Terrasoft Messaging Service, for example, redirect phone calls based on organisational role, etc. Is there a way of doing it on Creatio? I believe the TMS is a windows service that is provided as a connector by Creatio. Is there a way to extend the functionality of this connector by customer/partner? If not, is the TMS source code open sourced for extension? If yes, please do share the link of the source code.
Unfortunately, there is no such possibility to configure calls redirection based on organizational roles or functional roles via standard tools for the Creatio application in the Terrasoft Messaging Service (TMS). You can set redirect on the ATS side (based on phone numbers which are assigned to specific contacts/users). Another way is to involve the project development team and to create specific extensions for TMS, but for that we suggest you to contact your manager and discuss the possibility of the implementation of the additional functionality.
On the Creatio application side, you can configure which users will be able to use the telephony functionality and which not. Also by enabling the Avaya connector you will have more convenient way to analyze calls.
Thanks for the reply, Roman! Below are the use cases that I am looking at.
1) Redirection based on organisational roles.
2) Redirection based on user status like "on vacation", etc to a user substitute configured on Creatio
3) Notification to customer service agent on voicemail and the ability to access, read and listen to them.
4) Support for the "Busy" agent status on Creatio-Avaya.
Please let me know if this is something that in your view can be entirely handled through configurations and customizations on the Avaya Server, as I believe this is not currently supported via extensions on Creatio/TMS.
Also when you say "project development team" and "manager", are you referring to the Creatio Professional Services/Product team and partner account manager?
About the call redirection based on different roles: this functionality can not be set by using the available system configuration. This question is better to clarify with the Creatio Professional Services/Product team or/and Partner Account manager, as far as it will require further development.
Redirection based on the user status like "on vacation" or other custom statuses is possible to configurate on the ATS side (depending on which statuses are available for the specific ATS). Also, ATS configurations allow you to set automatic change of the operator's status accordingly to the operator availability and a lot of other kinds of functionality (like IVR, etc.).
After the phone integration has been set up, you will be able to manage calls in Creatio: make and receive calls, put calls on hold, transfer calls, make video calls and record conversations. Anyway, the range of available features directly connected to the phone system which you will use for integration with Creatio application. In case of using Avaya telephony you can't replay the recorded call. Here you can find more information about feature comparison for different phone systems. When your busniess tasks require to use few different phone integrations with Creatio it's also possible to do: https://community.creatio.com/articles/multiple-call-center-integration
The Avaya connector supports "ready", "not available" or "busy" statuses. For more details about the add-on you can request live demonstration on the Marketplace site.
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?
Could you please provide us with the information about how this page was created and how this page is called in a business process?
If this page is a pre-configured page, so you can easily add a button using page wizard and bind the “click” attribute to the appropriate method through a development.
It is the "Search page - Contacts and Accoutns" page that is used in the Identify contact by incoming call process.
It is called like a pre-configured page in the process but when I try to modify it, it only opens right to the schema code instead of opening the page wizard.
As a result, the button has successfully appeared in the page. Please see the screenshot below:
Please check you entered the correct value for the “caption” property. Since if this property has the wrong value, the button won’t be visible in the page.
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.
Creatio can sort emails by threads via Cases section - each email will create new case unless this email is somehow connected to already an existing chain of emails (by case number or thread). You can use cases instead of emails for your queues.
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 that users can launch to open another edit page but when I activate it, the page doesn't open. I can only see the process start in the business process tasks panel in the communications panel on the right side of the screen.
Is there a way I could start a business from the queue page and have the open edit page replace the email screen?
Processes can start in the background and if they are they could behave like this. Please check that "Run following elements in the background" checkbox is unchecked for start element and the element that should open the page. You can read more about this checkbox here: https://academy.creatio.com/documents/technic-bpms/7-15/simple-start-event
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.
Unfortunately, only from this screenshot, it is hard to tell what could be the issue. Please check that there are no web socket issues in your browser. Also, if your application is deployed on-site, please check that web sockets are set up correctly. If it is not the issue please contact support team at support@creatio.com.
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?
The issue may occur because processes are getting canceled asynchronously. Usually, the cancellation happens momentarily, but sometimes the cancellation may wait for other background tasks to finish, which leads to the delay between pressing "cancel process" and actual process cancelation. If the process doesn't get canceled after a major amount of time please contact the support team at support@creatio.com
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.
I am confused on file path to get there. I received a database backup from support and then deployed the backup by restoring the database in MS SQL Server Manager. Is there someplace else I should be looking?
To create an on-site install, you need the database, which it sounds like you already have, but you also need the actual application files that you setup under IIS. You can get this from support (it needs to match the version of the database backup you've been given)
