Hello,

I would like to know if anyone has an idea how it could be overridden method answerCall on CTI Panel, so that when somebody clicks on Answer call button, edit Page of that specific Call is opened to fill in Notes and other necessary data?

Thank you.

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Hello Jelenko,
To implement your logic you can do the following:
1) Create replacing view model for CtiPanel object.
2)  Implement CtiPanel  
define("CtiPanel", [],
    function() {
        return {
            attributes: {},
            methods: {
                answerCallCustom: function() {

                    // your logic here

                    // get call id from your cti provider to pass to business process
                    var args = {
                        sysProcessName: "customProcess",
                        parameters: {
                            callId: callId
                        }
                    };
                    ProcessModuleUtilities.executeProcess(args);
                }
            },
            diff: [
                {
                    "operation": "merge",
                    "name": "AnswerButton",
                    "parentName": "ButtonsPanel",
                    "propertyName": "items",
                    "values": {
                        "click": {"bindTo": "answerCallCustom"}
                    }
                },
            ]
        };
    }
);

3) Create business process with callId parameter that opens the page you need1
Hope this helps

Yevhenii Grytsiuk,

Thank you Yevhenii,

 

after your suggestion to use business process and start it from client side, I changed my implementation approach and managed to do it with following trigger, which starts business process when call is picked up:

 

CTI BP

Maybe someone finds it useful for future reference.

Thanks.

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Hi Community,

 

We have this business requirement, where we need to add a "Quick Complete" button to the NextStep line. Similar to what this marketplace app have, but for FreedomUI.

 

https://marketplace.creatio.com/app/quick-complete-order-activities-creatio

 

We want to add the button next to the "Complete" one.

 

 

How can we achieve such business requirement? What do we need to change?

 

Thank you in advance.

 

Best Regards,

Pedro Pinheiro

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Hello,
 

Unfortunately, at the moment, the Message-composer element is not customizable from the inside using no-code/low-code tools.
 

Currently, we do not have a ready-made instruction for adding such a button. However, we have created a task for the responsible team to either create such an instruction or add no-code tools for adding custom buttons to the element.
 

Thank you for helping make our product better!

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Multi-line fields have a microphone icon - is this the built-in functionality of Creatio or is it the functionality of the browser?

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That is functionality of Creatio

1. What package is it in? 
2. Does this tool require updating or is it updated only by system update? 
3. How to enable or disable this functionality? 
4. 4. Is this functionality isolated and located only in the system itself or is it synchronized with an external source?
1. What package is it in? 
2. Does this tool require updating or is it updated only by system update? 
3. How to enable or disable this functionality? 
4. 4. Is this functionality isolated and located only in the system itself or is it synchronized with an external source?

Ryan Farley,

1. What package is it in? 
2. Does this tool require updating or is it updated only by system update? 
3. How to enable or disable this functionality? 
4. 4. Is this functionality isolated and located only in the system itself or is it synchronized with an external source?

Nikita,

Not sure what package this is in. It started as a devlabs marketplace addon. At that time the js files were bootstrapped from the Files node of the package (meaning you wouldn’t see it in the configuration for the package). I would assume it's now just part of the Terrasoft.controls.MemoEdit or Terrasoft.controls.BaseEdit controls.
As for disabling it, I typically hide it using CSS when needed. 

Ryan Farley,

Thank you :)

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Hi. 

 

I'm trying to find some information about the field service, but I can't find it. The only information I had found is in the Product info of Service module but is just a little paragraph. Can you help me to know if there is more information about field service? 

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Hello,

 

You can find all of the instructions regarding this addon in this Academy article:

https://academy.creatio.com/docs/8.x/creatio-apps/category/field-manage…

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Hello,

 

I am following this guide (https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platfor…) and I am stuck in the step 2 where I have to register the custom channel in the database.

 

I assume that firstly I need to add a record in the previously created table where I define a specific Username and Token that the external client will need to use in order to authenticate the messages sent within my custom channel. Therefore, I understand that the Id of the created record must be used in the [MsgSettingsId] column of the Channel table. However, I don't know what I must introduce in the [Source] column. As stated in the article:

 

[Source]: The channel ID in the messenger, such as the Facebook page ID or Telegram client ID. Lets you identify the recipient by a messenger message.

 

I noticed that for Facebook, that field stores the Facebook user ID that will be resolved in the URL ">https://facebook.com/[user_id] which redirects to /">https://www.facebook.com/people/[user-name]/[other_id] and in WhatsApp the URL is ">https://wa.me/[phone_number] which redirects to &text&type=phone_number&app_absent=0">https://api.whatsapp.com/send/?phone=%2B[phone_number]&text&type=phone_number&app_absent=0.

 

If I set a random string for the [Source] column and I try to check the information in the ChatSettings I get the following error when I click on the channel name:

 

"invalid channel type"

test

 

But what is the channel type? What does that mean and how is it resolved by Creatio?

 

In my case, I want to setup the communication between Creatio and a external chatbot. What exact value should I set in the [Source] column for my custom channel provider?

 

Regards

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Hi Alejandro! How are you? I hope you're well. The guide you are referring to is related to creating a new integration (channel) with a third-party messaging platform such as Viber, WeChat, etc. For my part I was able to develop a new channel following the guide. If you have questions, feel free to send me a message and we'll get in touch. Another option is to detail your goal and I can give you some tips on how to move forward.

Hello, 
You're right, MsgSettingsId should contain an ID from the record you insert into the table TestMsgSettings created previously. As for the Source, you can find the article on how to get the page ID, for example, https://help.salesforce.com/s/articleView?id=000389501&type=1. As for the other sources like your chatbot, if I'm not mistaken, the Source can be just a simple string, the error appears due to the fact that custom channels weren't expected in code, they need to be configured directly in the DB.

openChannelDialogService(t, n) {
                this.zone.run(()=>{
                    switch (t.typeId) {
                    case v.FacebookMessenger:
                        this.dialogService.open(D, n).subscribe();
                        break;
                    case v.Telegram:
                        this.dialogService.open(K, n).subscribe();
                        break;
                    case v.WhatsApp:
                        this.dialogService.open(X, n).subscribe();
                        break;
                    default:
                        console.error("invalid channel type")
                    }
                }
                )
            }

 

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A user with an eye for detail has noticed that when a new case is created and the Contact added and the record saved a feed message that states the contact posted in the case appears.

 

This only happens it appears on a new record, if the contact is subsequently changed there is no message.

 

Is there any logic to this, or is there a way to stop this message (I cannot see an obvious business process that is responsible)?

 

Thanks,

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Best reply

Hello,

We've made changes in the product so that when you write a message to create a case on the portal, it now shows up in a feed along with the case description. This happens due to a process called "CreateFeedMessageFromCaseDescription."

If you prefer, you can turn off this feature.


 

Hello,

We've made changes in the product so that when you write a message to create a case on the portal, it now shows up in a feed along with the case description. This happens due to a process called "CreateFeedMessageFromCaseDescription."

If you prefer, you can turn off this feature.


 

Bogdan,

Thank you :)

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Hi DevLabs,

As part of our solution we have configured the mailbox creatio market place addon to be the email medium from which we configure their client side emails, the corresponding tickets and their related communications.
 

Our product solution for  them on this instance has a business process which creates a ticket upon receiving a certain type of email through the mailbox marketplace addon . We track the email and the corresponding ticket through the columns configured through the mailbox section. However we are currently facing the issue in which the ticket and the mailId column are not getting updated, even though the business process related to the ticket creation is working well.

These issues only exist in the prod instance which has been upgraded to  version 8.1.2.3941.

Current condition:
Current Condition
Previous condition (working):
Old condition

Any help or early response will  be highly appreciated.
Thanks in advance.


 

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Hello,

 

We recommend you enabling the business process tracing to be able to check the process' parameters which would help you finding the reason why the needed values are not being updated.

If this isn't sufficient, please describe in more detail how exactly your solution works providing the screenshots of the mentioned business process.

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Hello,

I'm attempting to access a customer feedback page, but I'm unable to do so due to the error message stating "Endpoint not found". Could you please assist me with resolving this issue?

 

 

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Hello,

 

Please make sure that the system setting 'Website URL' is populated correctly: https://yoursite.domain.com/0

Bogdan,

Thank you for your message. Unfortunately, the way you provided didn't work. :(

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We have a weird error compiling a script:

 

I do not see how these error correspond to the source (in the next image).

 

Process combines a collection to a HTML table to be sent via email:

 

 

 

 

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AccountId and StatusId are Guids, not strings. Try using this instead:

item.TryGetValue<Guid>("Account", out Guid AccountId);

Do the same for Status.

As a side note, it would likely be easier to just retrieve the data using an ESQ rather than using the collection returned by the read data element.

Ryan

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Hi, I am new in Creatio and try to resolve some reported issue.

 

Currently i have long list of users during assigning cases.

I have untick "Active" at "System User" for those inactive employee.

However, the list still the same.

 

Any guidance on how to do it correctly?

 

Thanks in advance.

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Hello,

 

Hello,

Thank you for your question!

The problem is that the responsible field takes information from the contacts lookup. Contacts include not only system users of the company and employees, but also other contacts created on your website. That is, this field will contain all the contacts you have created, as well as system users. You can change the lookup from which the information for the responsible field will be taken and thus have only the contacts you have selected when filling out this field. 

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