Dear Kevin,

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. 

Best regards,

Angela

Dear Kevin,

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

Best regards,

Angela

Angela Reyes,

Thanks! that did the trick.

Dear Kevin, 

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. 

Best regards, 

Dennis 

Dear Kevin, 

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

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 the field is located.

In the following example we created the integer "UsrSorting" field in the lookup UsrTestLookup1 and copied the values from the "Name" field there. 

https://prnt.sc/kg623a

attributes: {

            "UsrTestLookup1": {

                lookupListConfig: {

                    orders: [

                        {

                            columnPath: "UsrSorting",

                            direction: Terrasoft.OrderDirection.ASC

                        }

                    ]

                }

            }

        },

The result - https://prnt.sc/kg62ci

You can try to implement the same logic to the 'Communication option types by communication type' lookup.

Regards,

Dean

That is great and I've seen that use before. However, I cannot find the correct name in order to reference the communication type lookup.

Dear Kevin,

In order to sort the communications options please do the following:

1. Create a replacing client module for the “ContactCommunicationDetail” schema.

2. Add the following code to the schema:

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

    return{

        methods: {

            initCommunicationTypes: function(callback){

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

                        rootSchemaName: "CommunicationType",

                        isDistinct: true

                    });

                esq.addMacrosColumn(this.Terrasoft.QueryMacrosType.PRIMARY_COLUMN, "Id");

                var nameColumn = esq.addMacrosColumn(this.Terrasoft.QueryMacrosType.PRIMARY_DISPLAY_COLUMN, "Name");

                nameColumn.orderDirection = Terrasoft.OrderDirection.ASC;

                esq.addColumn("[ComTypebyCommunication:CommunicationType:Id].Communication", "CommunicationId");

                this.initCommunicationTypesFilters(esq);

                esq.getEntityCollection(function(response) {

                    if (response.success) {

                        var entityCollection = response.collection;

                        this.set("CommunicationTypes", entityCollection);

                    }

                    callback.call(this);

                }, this);

            }

        }    

    };    

});

Best regards,

Norton

Dear Kevin,

In order to group emails please open the “Communication option types” lookup https://prnt.sc/rha66n , click on the record and choose the following option https://prnt.sc/rha708 . In the opened page, please add records to the “Communication types” detail https://prnt.sc/rha8s0 . As a result, the option will be grouped https://prnt.sc/rha9p6  

Best regards,

Norton

Hi Kevin,



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

Bohdan Zdor,

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?

Kevin Brady,

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)

Ryan