Hello,

 

I am willing to add a process for validation on Save for the Case object as shown in figure attached.

 

Any insights please?

 

Thanks,

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Hello,

 

The following instructions can help you to achieve the result you are looking for: validators schema section

 

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Hello Community

I have two queues(Sales queue,verification queue).When i change the dcm stage to Nurturing it is adding to sales queue and when i change the stage to Awaiting sale it is adding to verification queue as expected . But when i change the stage to Not interested it is not added to the sales queue. Is it possible to add two stages to one queue. If so let me know.

TIA. 

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Hello!

 

Sure, you should change the filter in  "Sales" queue.
You can select several stages by clicking on the lookup (simply click on "Nurturing") in the filter settings.
Please find the video on how to do it for the case stage here:

Best regards,

Kate

 

Hi Kate,

 

I have done the same, you can find it in the below image. But when the DCM stage is changed to Not Interested it is not adding to sales queue.

Hello Manne Pavan kumar,

 

Thank you for your feedback.

Please try restarting the queue to apply the filter.
For example, do the following:
1) Change the status to "Planned".
2) Save.
3) Change the status to "In progress"
4) Save.

 

Best regards,

Kate

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Hello,

 

Can you advise how I would go about binding my custom excel reports to a package? There is no 'bind data' option on the excel reports section.

 

Thanks

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Hi Lewis,

 

I understand that you would like to bind custom reports from Excel reports builder to Creatio.
In that case, you have to bind data from three main objects (see the attached screenshot) using out-of-the-box data binding tools.
To bind columns and filters setup to Excel report, you have to bind data from SysProfileData table where key like 'IntExcelReportFilterDetail' or key like 'IntExcelReportPageIntRelatedSchemasDetail'.

 

 

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Hello,

 

While working in a package, it happens that when I modify object permissions, the modifications are saved to package "Custom" even though I set current package value as my package.

 

Can you please walk me through to remedy to this issue?

 

Thanks,

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Hello Mariam,

 

According to the application logic, the changes in the access rights always generate the replacing object in the Custom package, regardless the one you have in the Current package.

 

We are aware of that and working hard to fix that in our future releases. 

 

 

Hello Kyrylo,

 

Thank you for your response,

 

In this case, how to proceed in order to add changes to my package for transfer between environments?

 

Thanks,

mariam moufaddal,

if you switch on Access rights in your package in configurator, these changes will be transfered with your package

Kind regards,
Vladimir

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Hello,

 

I am willing to change publish button caption. any ideas how can we do this? I tried to override the module but in vain.

 

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Hello,

If you want to change the caption of the publish button then you need to create a replacing schema of BaseMessagePublisherPage and in it change the value of the PublishButtonCaption localizable string

 

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Hi, community,

 

I am getting this error message when adding a new object to the "List of Objects Available for portal Users" Lookup.

 

 

 

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Hello Andreia, 

 

Please contact us at support@creatio.com to address this question. 

 

Best Regards, 

Igor

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Hi all,

I have an issue when publishing any objects since a while. The error occured after a timeout issue when registering a new section via the assistant.

The mentionned object has never been created.

How can I solve the issue ? I have access to the database.

 

Best regards,

Franck

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Dear Franck,
To help you with this error we need to investigate the issue and analyze the configuration of the application.
So, please, send a letter to support and we will help you.
Best regards, Alex.

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Hi,

 

We use Creatio cases for our customer support service desk function. I am looking at having a report which will allow us to view the metrics around SLA breaches. This is a common requirement, where we can identify the cases in a given period that exceeded the SLA parameters for response time and resolution time.

 

This should contain the following detail:

  • Case
  • Account
  • Case Created Date/Time
  • Case Closed Date/Time
  • Case Response Time exceeded time
    • This should be in Hours/Mins
  • Case Resolution Time exceeded time
    • This should be in Days/Hours/Mins

The report will only show cases that have breached the SLA within the dynamically selected time period e.g. Last Month or This Week etc.

 

I am hoping that someone has already created such a report, but I have not been able to identify how to put this together within Creatio Dashboard. Note, I have just installed the PowerBI capability and have started to play with this, as an alternative reporting method.

Thanks in advance for any help

 

Mark

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+1 also needing this type of report

 

Hi!

 

You can create a list in a dashboard that would look like this:

You can add a filter for the records in the display options tab:

And to add the calculated columns for time exceeded you can go to the Pivot table settings tab and press "Add calculated field":

 

And set up a formula that would look something like this(fields used need to be present as columns in the dashboard list): 

 

Hope it helps!

 

Best regards,

Max.

Thanks so much for the reply, I had created the first bit, but was not away of the calculated field option, which allowed me to display the exceeded time. It would be nice to be able to format the time in to Days/Hours rather than just hours, but still useful.

 

thanks again

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Hello ,

 

I am willing to configure queues and was wondering what is the best practice? Do I configure them on the dev environment and bind them to my working package or shall I create them in prd environment directly?

 

thanks,

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Hello Mariam,

 

Please find the all necessary information on how to work with the Queues section here

Best regards,

Bogdan

Hello Bogdan,

 

Thank you for your response ;

I am able to create and configure queues, my question is regarding transporting queues between instances.

 

Regards,

mariam moufaddal,
 

You can transfer configurations by package. 

We recommend transferring packages between environments deployed on the same version of Creatio in order to avoid unexpected issues after or during the process. 

Best regards,
Bogdan

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Hi Community,

 

We are trying to integrate the Zadarma Widget with Creatio. Our main objective is to load this widget every time we press the "Phone" button (marked with red square in the following image).

In order to achieve this, we need to call the necessary dependencies, so it's possible to execute the "zadarmaWidgetFn" function, as you can see on the next image.

require.config({
	paths: {
		loader_phone_lib: '//my.zadarma.com/webphoneWebRTCWidget/v8/js/loader-phone-lib.js?sub_v=62',
		loader_phone_fn: "//my.zadarma.com/webphoneWebRTCWidget/v8/js/loader-phone-fn.js?sub_v=62"
	},
});
 
define("CtiPanel", ["ServiceHelper", "loader_phone_lib", "loader_phone_fn"], function(ServiceHelper) {
	return {
		messages: {},
		mixins: {},
		attributes: {},
		methods: {
			callPhoneNumber: function (){
				var number = this.get("PhoneNumber");
				window.console.log(number);
 
				var sipValue = "SIP";
 
				var payload = {
					sip: sipValue
				};
 
				ServiceHelper.callService("ImdZadarmaWebHookService", "ZadarmaWebRTCKey", function(response) {
					var result = JSON.parse(response.ZadarmaWebRTCKeyResult);
					window.console.log(result.key);
					zadarmaWidgetFn(result.key, 'SIP', 'square', 'en', true, "{left:'10px',top:'5px'}");
				}, payload, this);
			}
		},
		diff: []
	};
});

However, we are getting the following error while loading these dependencies, because one of the files "loader_phone_lib" (https://my.zadarma.com/webphoneWebRTCWidget/v8/js/loader-phone-lib.js?s…) has other dependencies that are called through <script> tags.

We would like to know, how can we load these dependencies, that are inside the "loader_phone_lib" file, without getting this error?

 

Thanks in Advance.

 

Best Regards,

Pedro Pinheiro

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Hi Pedro,

 

According to https://requirejs.org/docs/errors.html#mismatch there should be the anonymous define() method inside the script HTML tag in one of the dependencies that are loaded. So to fix the error you need to check all the steps described in the requirejs.org document.

 

Best regards,

Oscar

Hi Oscar,

 

Thank you for the response.

 

Yes, some of the scripts have the anonymous define() method inside, so by following the documentation you provided, I removed the dependencies from the "loader_phone_lib" script and added them using the code bellow:

....
require.config({
	paths: {
		zadarmaSocket: "//my.zadarma.com/webphoneWebRTCWidget/v8/js/socket.io",
		zadarmaDetectWebRTC: "//my.zadarma.com/webphoneWebRTCWidget/v8/js/detectWebRTC.min",
		zadarmaJssip: "//my.zadarma.com/webphoneWebRTCWidget/v8/js/jssip.min",
		zadarmaMd5: "//my.zadarma.com/webphoneWebRTCWidget/v8/js/md5.min",
		zadarmaWidgetAPI: "//my.zadarma.com/webphoneWebRTCWidget/v8/js/widget-api.min.js?sub_v=62",
		zadarmaWidget: "//my.zadarma.com/webphoneWebRTCWidget/v8/js/widget.min.js?sub_v=62",
		loader_phone_fn: "//my.zadarma.com/webphoneWebRTCWidget/v8/js/loader-phone-fn.js?sub_v=62"
	}
});
 
define("CtiPanel", ["ServiceHelper", "zadarmaSocket", "zadarmaDetectWebRTC", "zadarmaJssip", "zadarmaMd5", "zadarmaWidgetAPI", "zadarmaWidget", "loader_phone_fn"], function(ServiceHelper) {
	return {
		messages: {},
		mixins: {},
		attributes: {},
		methods: {
			callPhoneNumber: function (){
				var number = this.get("PhoneNumber");
				window.console.log(number);
 
				var sipValue = "SIP";
 
				var payload = {
					sip: sipValue
				};
 
				ServiceHelper.callService("ImdZadarmaWebHookService", "ZadarmaWebRTCKey", function(response) {
					var result = JSON.parse(response.ZadarmaWebRTCKeyResult);
					window.console.log(result.key);
					zadarmaWidgetFn(result.key, 'SIP', 'square', 'en', true, "{left:'10px',top:'5px'}");
				}, payload, this);
			}
		},
		diff: []
	};
});

This piece of code manage to "fix" the previous error. However, I'm getting a new error, which is related to the Socket.Io (zadarmaSocket), as you can see on the next image:

I think this error is caused by the fact that one of the dependencies cannot reach specific functions/vars from other dependencies. I've tried to use the "shim" attribute, in order to create a sequence for loading the dependencies and it didn't work.

 

Thanks in Advance.

 

Best Regards,

Pedro Pinheiro

 

Pedro Pinheiro,

 

Hello,

 

The new code returns another error message on my side, but it happens since there is no ImdZadarmaWebHookService service and ZadarmaWebRTCKey method in my app. Can you please also share the code of this part?

 

Thank you!

 

Best regards,

Oscar

Hello Oscar Dylan,

 

The ZadarmaWebRTCKey method is responsible for requesting the WebRTC key from a specific "Client Key", "Client Secret" and SIP Number. I use this key to start the communication between the widget and Zadarma.

 

ImdZadarmaWebHookService.cs

 /* The custom namespace. */
namespace Terrasoft.Configuration.ImdZadarmaWebHookServiceNamespace
{
    using System;
    using System.ServiceModel;
    using System.ServiceModel.Web;
    using System.ServiceModel.Activation;
    using Terrasoft.Core;
    using Terrasoft.Web.Common;
    using Terrasoft.Core.Entities; 
	using System.Web;
	using System.Collections.Generic;
	using Terrasoft.Configuration.ImdZadarmaAPI;
	using System.Net.Http;
 
    [ServiceContract]
    [AspNetCompatibilityRequirements(RequirementsMode = AspNetCompatibilityRequirementsMode.Required)]
    public class ImdZadarmaWebHookService: BaseService
    {
        [OperationContract]
       	[WebInvoke(Method = "POST", RequestFormat = WebMessageFormat.Json, ResponseFormat = WebMessageFormat.Json, BodyStyle = WebMessageBodyStyle.Wrapped)]
		public string ZadarmaWebRTCKey(string sip){
 
            //ZadarmaApi is a class that contains all the methods to work with Zadarma API
			var zadarma = new ZadarmaApi("KEY", "SECRET");
 
 
			SortedDictionary&lt;string, string&gt; parameters = new SortedDictionary&lt;string, string&gt;();			
			parameters.Add("sip", sip);
 
            var response = zadarma.Call("/v1/webrtc/get_key/", parameters, HttpMethod.Get);
            string str = (string) response.Content.ReadAsStringAsync().Result;
            return str;
		}
    }   
}

The code for ZadarmaApi class can be found here:

https://github.com/zadarma/user-api-cs-v1/blob/master/ZadarmaAPI/ZadarmaApi.cs

 

Best Regards,

Pedro Pinheiro

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