Hi dear community!
Can I link the timeline from the Contact section to the Leads section?
Do you know some articles or cases
Thank you!
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Hi Vladimir,

 

You need to create a custom item view module based on the Contact object and add it to the Leads section. Please use this article as a reference where the same task is described using a custom "Books" section added as timeline item to the "Accounts" section.

 

Best regards,

Oscar

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I have a printable which is no longer needed. What option do I have to prevent displaying this printable in the object list of Print button? How can this printable be disabled?

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Hello Gergana!

 

To disable mentioned function you should go to the “System setup” block and click “Report setup.

There you can find a suitable type of report and customize its display on the page as displayed on the screenshot:

 

 

Details in the article: https://academy.creatio.com/docs/user/no_code_customization/print_ready…

 

 

Hello Gergana!

 

To disable mentioned function you should go to the “System setup” block and click “Report setup.

There you can find a suitable type of report and customize its display on the page as displayed on the screenshot:

 

 

Details in the article: https://academy.creatio.com/docs/user/no_code_customization/print_ready…

 

 

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Hi team,

 

I have made some fields read-only when I am creating the fields on the edit page. When I use the Open Edit Page element and try to add some values to other fields, the read-only fields also change as editable fields. I wanted to keep my read-only fields always not editable. How to resolve this issue.

 

Currency is Read-Only field as shown below

Its editable in Open-Edit-Page

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Hello,

Normally, Section wizard reflects the content from all the schemas up to the package indicated in the "Current package" setting.
However, UI reflects the content and logic from all the schemas of all the packages.
"Custom" package is dependent on all packages of the application (and should be the last one in the hierarchy), all columns are the same and are visible both on UI and in Section wizard once it's set as the current package.

I would suggest you check the "Current package" setting and parameters of column "Currency" on the pages in each package in the hierarchy.

Kind regards,
Alona

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Greetings Community,
I need the options to Approve, Reject and Change Approver in the Approval tab only to be enabled for the assigned approver and not for any one else currently all users are able to approve or reject the approval.
PFA Screen shot for reference


 

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Hello,

 

To solve your business task you can set up Approvals for the section.

The following instructions can help you to achieve the result you are looking for: https://academy.creatio.com/docs/user/platform_basics/communications/approvals_shortcut/approvals

 

Approvals can be managed (approved or rejected):

  • By a specific employee, for example, a department manager.

  • By an employee of the specific role (user group), such as “Finance department,” “Administration,” etc.

Kalymbet Anastasia,

Hi,
I have already configured the approvals as mentioned in the article but the issue is currently all the users in the system  are able to approve/reject the approval.
I need  the approval to be rejected/approved only by the user assigned as approver.

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Hi,

I designed a business process that sends an email and creates a task.

Many outgoing emails appear on the communication panel to be processed.

Is it possible to mark all these emails as processed automatically ?

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Hello Stefano,

 

Thank you for your question!

 

The process on the screenshot will mark all emails in your system as processed once it is started:

Image.png

You can add more filter conditions in order to mark only specific emails as processed.

Else, you can achieve the same result with the SQL query if you have access to the SQL console or the database.
You will need to change the value of the IsNeedProcess column of the EmailMessage table:

 

update "EmailMessageData" set "IsNeedProcess" = false 
update "Activity" set "IsNeedProcess" = false where "TypeId" = 'e2831dec-cfc0-df11-b00f-001d60e938c6' --Type Id stands for Email

 

Best regards,

Anastasiia

Hi Anastasiia

thank you for your response.

I can see the screenshot you have attached

Stefano Bassoli,

 

Just in case - attaching the screenshot once again.

 

Stefano Bassoli,

Ah, ok

thank you very much

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Good day community,

 

I'm having trouble with adding the correct JSON path for my request body.

 

I have to send a POST request with the following JSON below:

{
  "members": [
    {
      "@odata.type": "--TYPE HERE--",
      "user@odata.bind": "--USER 1 HERE--"
    },
    {
      "@odata.type": "--TYPE HERE--",
      "user@odata.bind": "--USER 2 HERE--"
    }
  ]
}

This is how my parameter structure looks:

Generated JSON here:

{
	"chatType": "oneOnOne",
	"members": [
		{
			"@odata": {
				"type": "--TYPE HERE--"
			},
			"user@odata": {
				"bind": "--USER 1 HERE--"
			}
		}
	]
}

The problem with this structure is that it generates a nested key for type under @odata, and for bind as well. I don't wan't this to happen if possible.

 

Is there any way to get this to work using parameters in web service? Or would my only resort be to generate the request body via script?

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Hello,

 

The body of the webservice seems to be generated properly since "members" is the array of objects "@odata" and "user@odata". The request was properly parsed and that's why you saw the result as on the screenshot. If this structure won't work in your business case then a separate script task should be created to sent the request.

 

Best regards,

Oscar 

Hi Oscar,

 

Thank you for you response.

 

In forming the json path, I would have made it as $.[members]["@odata.dataType"] or $.[members]["user@odata.bind"], but I'm guessing that this is not possible using the built-in function (nesting parameters) in Creatio?

 

I think I'll instead be resorting to creating a script task for this.

 

Thank you!

 

Lyle

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Hi Creatio Community

I am trying to access a detail inside of a detail on Customer Portal, but I am getting the attached errors in Console. I am neither able to create a new record nor open an existing record.

 

I have added the detail object in the "List of objects available for portal users" lookup but still unable to get inside that detail on Customer Portal.

 

Thanks.

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Hello Nisarg,

 

Thank you for your question. I am afraid it is not possible to investigate this issue without direct access. Please create a request by writing to support@creatio.com and provide us with external access. We will be glad to help you as soon as we are able to inspect the issue within the recreation and check the whole system, as there might be several breakpoints that might be the reason for this behaviour. 

Will be looking forward to your soonest request! 

 

Best Regards,

Dan

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Greetings!
I want to show only the contacts that are assigned to a specific role in a contact lookup field for selection.

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Hello,

Such functionality cannot be achieved with a help of basic system tools, but will require development. 
We do not have specific ready to use examples of such implementation from our side but you can refer to the below article on our academy:

https://academy.creatio.com/documents/technic-sdk/7-13/using-filtration…

Also, I would like to suggest to check similar questions on the Community, such as the below posts:

https://community.creatio.com/questions/how-filter-contact-lookup-show-…

https://community.creatio.com/questions/role-base-filtration-contacts-l…

https://community.creatio.com/questions/role-based-filtration

Best regards,

Anastasiia

Hello Janhavi,

I have an article on this exact topic. See

https://customerfx.com/article/filtering-a-contact-lookup-to-only-displ…

Ryan

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Hi Team,

 

Currently in Creatio in Order to create the system user with correct roles there is two step process : 

1. Create the Contact

2. Create the System user and assign the role

 

Is there any possibility that we can make it a one step process because for our customers the system is new and they want it to be a one step process.

 

Is it possible to make it a one step process ? Any custom solution ? Does LDAP Synchronization provide any help in this matter? 

 

Regards !

 

 

 

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Hello, 

Due to system logic there is no tool which would allow to simplify the user creation inside of Creatio. 
However, you can import and sync your users with LDAP:
https://academy.creatio.com/docs/user/setup_and_administration/user_and…
Or if you use SSO, you can set up JIT provisioning:
https://academy.creatio.com/docs/user/setup_and_administration/user_and…

If none of the proposed options are suitable for you you still can import contacts with an excel and create system users after that in order to simplify task a bit. 

Kind regards,
Roman

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Hi Team,

 

I was implementing a print report on a section. Now, I want to download the report in (ColumnName).docx in which ColumnName varies for each record based on the data stored in that column. By default, it is giving the same name as the printable name for all the records. Please help

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Hello, 

 

As for now there is no option to change the file name dynamically or assign some particular name. We have this task registered in our backlog and waiting for this option to be available in future application versions.

 

I will assign your case to this project in order to increase its priority.
Best regards,
Anastasiia

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