I am using Data binding tool for column set up of a custom detail. When trying to bind the column setup using "Bind Column Setup" option available in the custom detail options, I am getting the an error saying "No data was found for the specified keys".
The add-on enables binding the list setup saved for all users, and not for specific ones. You might have added a new detail, saved the list setup for a specific user, and tried to bind this column setup.
To resolve the issue, save a list setup for all users and bind it again.
This message is a system one, that is why we cannot make it more informative. We have added the corresponding info on the "Installation and setup" tab on the add-on page.
Thisbinding is done as Supervisor user and not for any specific user. When I tried to bind the OOTB details' column setup from Supervisor like "History", "Calls" etc, I am still getting the same error. Ideally the column set up for OOTB detail should get bound.
You can save the column setup for all users by pressing the 'Save for all users' button (see the picture below):
Note that your account itself does not have any influence on the parameters of saving the column setup (whether it will apply to the current user/or to all users).
When we install the creatio package in client environment, we want to have this column setup bound and transferred along with the package. How do we achieve this?
current scenario is: As the binding tool throws error, we are not able to take the columns set up along with the package.
We have specific customization requirements around the Calendar view in the activities section. Request your help around feasibility and how to implement these -
Force a 1 Hr view in the calendar - Disable 5, 10, 15 and 30 min views.
Permit only 1 activity addition per slot. ie User should be prevented from entering 2 activities in the same time slot (I am aware of a few reactive ways to prevent this - Like Have a Business process which monitors). Are there any pro-active ways to disable this either via configuration or code?
Prevent selection of multiple slots ie Users should not be able to drag the selection and choose 3 Pm to 6 Pm. They should only be able to select 3 - 4 Pm or 4 - 5 Pm in 1 Hr slot increments.
Change working week to - Monday to Sunday (Instead of default Sunday to Saturday).
Make all past (Anything lesser than current datetime) activities as read-only by default. These are a few ways to do this like have a constantly running Business process which monitors and does this change. I am looking for a more elegant and cleaner way.
Should be an easy task, since the activity periods are mini page fields you can just add filters to them.
You can create the process in object for OnSave method that will check activities for the user and forbid the creation of record if the slot is not empty.
For this task it will be easier to completely replace activity mini page and add your own fields.
Check Calendar lookup, it has information about workweek.
A process on an object like OnEntitiyInitialize should work perfectly. It will deactivate record when the user opens it.
Unfortunately, there are no basic tools to set up Monday as the first day of a week in the system. The week settings in the quick filter by time period now take into account the localization selected in the user profile. For example, if English localization is selected in the profile, weeks start with Sunday.
However, our R&D team has already task to implement this feature as a basic one in further releases.
We use a Creatio Service enterprise on-premises installation. I have a requirement where an external system needs to integrate with the Creatio server via web socket. Few questions below in this regard -
I am aware that there is an out-of-the-box WebSocket exposed by the Creatio Server which is used to send messages (Notifications, Telephone related etc) to the Creatio Client. Can an external system connect to this WebSocket? If Yes, How does one listen for new messages sent to this socket?
Can we expose another Web Socket on a different port on the Creatio server side and use it to receive connections form external systems? If Yes, How? Anything that we need to keep in mind from a security or performance perspective? Are there any additional configuration/setup related steps needed to enable this?
Our core R&D team has a task to create an SDK for WebSocket connection and this task is in the accepted status so it is planned to create a separate SDK in one of the nearest releases. As for now all available methods that can be called for WebSocket connection are stored in the MsgChannelUtilities module and in case you need to integrate the Creatio app with a 3rd party service via WebSocket you need to use methods stored there. Unfortunately we have no practical examples of WebSocket integration with 3rd party services and you need to analyze the MsgChannelUtilities module directly.
I need to send plain text emails from a "send email" block in my business processes.
In the configuration of the body of the email in the content designer I cannot find the option to set plain text body.. all the blocks I can see are HTML blocks.
Unfortunately, there is no possibility to create a plain text email template in Creatio and consequently send such templates using send email element of your business process.
We already have an idea registered for the responsible R&D team to add this functionality in future Creatio releases. We will notify them about this request so to increase the priority of this idea.
However, you may try to use a workaround to send a plain-text email via business process.
You can use an Add Data element which would create a new activity with Email Type, fill-out all the needed fields and set "IsHtmlBody" value false and send it using a script-task after.
In this way an email should be sent as a plain-text.
I just tried to use an "Add Data" element to create an activity of type e-mail connected to a Case with the fields as shown in this picture:
This email is shonw as "Draft" in the Case "PROCESSING" tab and it has not been sent: Are there some other fields to set so the email is automatically sent from the Business Process?
By default, the page validation pop-up notification "selects" the field in alphabetical order. In your case, it is the "Approver" field that starts from the "A" letter.
We will register the idea for our R&D team to review this logic in further releases according to the field position on the page.
We have a use case where we need to spell & grammar check certain fields entered on Creatio. We notice that spell check & grammar check are not available out of the box in Creatio. Can you confirm that we haven't missed anything?
(Besides doing spell check outside Creatio) Are there any alternatives to assisting spell/grammar check inside Creatio? I notice a few options -
Enable spell check built into Google Chrome. This works for all text fields in Creatio.
Enable Grammarly Chrome extension. This works for all fields which are written using the Html Editor (Like Knowledge base article)
Can you confirm if any of the above two are recommended from a Creatio stand point?? Are there any other better ways to do this inside Creatio?
There is no default option to check the grammar and spelling. You can use any browser plugins or in-build functionality to check them. There are no any restrictions for browser plugin use.
Of course, you can also develop your functionality that would allow to perform grammar and spelling check but it might be more beneficial to use Grammarly since its specific target is to remove errors from writing. Its algorithms are constantly improved so basically there is no reason to develop own add-on.
There is no default option to check the grammar and spelling. You can use any browser plugins or in-build functionality to check them. There are no any restrictions for browser plugin use.
Of course, you can also develop your functionality that would allow to perform grammar and spelling check but it might be more beneficial to use Grammarly since its specific target is to remove errors from writing. Its algorithms are constantly improved so basically there is no reason to develop own add-on.
We have a client with a legacy application which is used by 500 odd users. Creatio is to replace this legacy app and the client would like all 500 users to be migrated into Creatio - including their passwords - thereby not forcing users to reset/set new passwords on Creatio. The migration will happen via SQL scripts which will directly write to Creatio's DB.
1. How can I directly modify/add a user's PW via SQL???
2. Can I programatically modify a user's PW? I notice that the default change PW feature calls the AdministrationService/ValidatePassword and AdministrationService/UpdateOrCreateUser?? If I replicate this via C#, I should be able to change the password programmatically. Request you to confirm.
P.S I am aware that the passwords of System users are stored in the SysAdminUnit table but they are hashed.
Best option would be to import the users using the Excel import. You can include a password in the Excel file, but you just can't name the column "Password" or it won't let you continue as the screen locks up if the Excel file contains a column named password (we usually just name the column PW). See more here: https://customerfx.com/article/importing-users-into-creatio-formerly-bp…
Of course, once they are imported, you can update the users/contacts and add/remove roles as needed via SQL or OData, etc.
As for now, there is no option to change or view passwords via code. You can import users with passwords via Excel import tool. If you add password column it will be imported as it is specified in the file.
Best option would be to import the users using the Excel import. You can include a password in the Excel file, but you just can't name the column "Password" or it won't let you continue as the screen locks up if the Excel file contains a column named password (we usually just name the column PW). See more here: https://customerfx.com/article/importing-users-into-creatio-formerly-bp…
Of course, once they are imported, you can update the users/contacts and add/remove roles as needed via SQL or OData, etc.
Hi Angela. We understand that the Excel import is one way to go about this. Nevertheless, we want to understand how the password is hashed and stored in the DB.
Can you shed some light on what hashing/salting/encryption is used to convert the raw password to the hashed form? There will be some cases where a manual excel import is not feasible and passwords will have to be migrated Database to Database via SQL. This info will help us there.
We have a use case where our client has operations in only select countries but might expand to other countries in the future. I want to re-use the out-of-the-box "countries" lookup but permit de-activating some records.
Currently, I cannot enable 'record deactivation' for this object as it belongs to the 'Base' package.
How can we re-use the default countries look up and yet permit de-activation?
I was able to do the above. Would appreciate if any of you can confirm that this is the recommended way -
1. Create a replacing object with the 'Country (Base)' as parent object in a custom package and permit 'Record deactivation' for this replacing object.
This automatically enables de-activation in the out-of-the-box "Countries" look up
I was able to do the above. Would appreciate if any of you can confirm that this is the recommended way -
1. Create a replacing object with the 'Country (Base)' as parent object in a custom package and permit 'Record deactivation' for this replacing object.
This automatically enables de-activation in the out-of-the-box "Countries" look up
It is now possible to deactivate the records so that they will not appear in the lookup drop down list, for example, on the address record.
It is necessary to go to the countries object settings, tick "Allow records deactivation" checkbox and publish it.
Once the changes are saved, just go to the countries lookup and add the new column to the countries list through the columns setup called Inactive. It is clickable boolean column that deactivates the required countries. The countries with Inactive = true value will not be visible anymore.
as the "inactive" column needs to be added manually, what is the correct name that is being used in "Allow record deactivation" feature? I see above it's mentioned as 'Inactive' while in the article https://academy.creatio.com/docs/developer/interface_elements/interface… it's called 'RecordInactive'. Could you please clarify?
As far as I can tell, this feature isn't really usable at all, seems like it's pretty vestigial. I would like to be wrong and I'm just missing something, but there's basically zero documentation on it, you can't add this field easily to a form in Freedom UI, it doesn't add an option to the list menu actions to deactivate a record, it doesn't filter it out of most places (I think just lookups? So not reporting, not Section Lists, not OData, record permissions can't be driven off this column directly etc). Logical deletion can be such an important feature for a CRM, it's frustrating this isn't really possible in Creatio.
Users are receiving 2 notifications in the notification center when they should only be receiving one, for example when a new message is received on a case they are following.
I believe this is because there are two columns on the Notification object called "Created By", one is inherited from Base Object being the parent. Another one is named "Author" with the title "Created By"
I believe this object was set up like this out of the box, the package and schema is locked. So has anyone else run into this issue? Any suggestions on how I can safely resolve it?
One of our clients already has an extensive SQL server 2012 enterprise edition setup in place for their internal apps. They would like to continue using this for their Creatio instance as well. We are aware that Creatio supports 2012 SP 3 and higher. A few questions in this regard -
1. Would there be support for SQL Server 2012 in future versions of Creatio as well?
2. How easy/difficult is it to move from an older to a newer version of SQL Server in a working Creatio instance?
Thank you very much Angela. Appreciate your response. Quick follow up question -
Are there any known performance, security, availability or any other benefits at all, to Creatio using SQL 2016 instead of 2012? We want to understand if there are reasons why Creatio would recommend 2016. We would like to pass this on to our client to enable them to make a conscious choice to move to SQL 2016.
We need high availability, redundancy and fail over and are going with a web farm environment on a private cloud. Also, We will be using the Machine learning service in Creatio. Let me know if this makes any difference to the SQL version choice.
Got it. Thank you Angela. So the Creatio application per say does not benefit from moving to SQL 2016. But owing to inherent advantages in SQL 2016, it is recommended.
