Hello,

The search field in the lookup column displays the object parameter — displayedColumnValue, which is usually the name column.
You can change this column to any other object field, but it will apply to the entire system — meaning this column will act as a link to the record. It will be used in filters and during selection. I suggest setting up quick filters and adding the contact value link there.

Are you setting this in a process? If so, you can set it using .ToShortDateString() as follows: 

[#The date col or value here #].ToShortDateString()

Ryan

Hi Ryan

This is exactly what I was hoping for.

Thanks for the help!

Raymond

Hi,
 

The issue is that Outlook no longer supports Basic authorization.
 

For more details, please refer to:
Deprecation of Basic Authentication in Exchange Online.
 

Therefore, without using the Azure portal, it is not possible to add an Outlook mailbox using a password or app password.
 

It is necessary to register an OAuth 2.0 application as outlined in this article:
Set Up OAuth Authentication for MS Office 365.
 

Thank you for reaching out!
 

Best regards,
Pavlo

Hello!

The error "Could not establish connection. Receiving end does not exist" in Creatio typically indicates a communication issue between the client application (browser) and the Creatio server or between the different modules in the system. This can happen for several reasons:

1. Browser Extension Conflict, try to open it by another browser in incognito mode.
2. Incorrect Configuration, if this issue occurs after the update please check if your web.config is set correctly. Because during the update it would be overided.

If this recommendation would not help please share with us more information through: support@creatio.com

First, you're sure you're using the correct password for Supervisor? If you need to reset the password for Supervisor, you can use the following SQL which will reset it back to "Supervisor" (upper case S)

update "SysAdminUnit" set "UserPassword" = 'JSDCg18tavKu1PPRqdP6t.AgqDORMm2cT7oDjw66hML64avIF/Qa2'
where "Name" = 'Supervisor'

Second, it could be that it is failing due to other reasons, for example, using HTTPS but the local Creatio is only configured for HTTP. If that is the case, see the Academy docs here: https://academy.creatio.com/docs/8.x/setup-and-administration/on-site-deployment/application-server-on-windows/switch-creatio-website-from-http-to-https

Lastly, if neither of those are the issue, also look in dev tools console and network tabs to see if it gives any clues about the issue.

Ryan

Also, if your instance is Cloud, you must ask to support to reset it

Regards

Julio

Ryan Farley, Thank you

You'll need to use asyncValidate to validate the record and perform an ESQ to get all the records added to the detail so you can ensure the sum of the percentages add up to 100%

See asyncValidate: https://customerfx.com/article/asynchonous-validation-on-pages-in-creatio-formerly-bpmonline/

ESQ: https://customerfx.com/article/an-introduction-to-performing-client-side-queries-using-entityschemaquery-in-creatio-formerly-bpmonline/

Basically, in the asyncValidate retrieve all rows added to parent record, add up the percent values. If the value exceeds 100 fail with message. This will prevent them from saving until they've entered the correct value - if it doesn't they will get your message telling them the issue.

Ryan

Ryan Farley,

Thanks, but my detail page is in Freedom UI, does it still work ?

Hello,

You can check this community post 
https://community.creatio.com/questions/how-add-timeline-filters

Best regards,
Antonii

Hello,

I have reviewed the documents, but I would like to add a new filter element to the existing filter component, similar to the "Owner" quick filter. Is there a way to achieve this?

Thanks in advance

Hello,
Currently, no options exist to add your quick filter to a timeline component. However, this logic is planned to be added in the future releases and our R&D team is working on it.

One option would be to look at the network tab of dev tools when using Creatio client, you'll see it accessing data using a SelectQuery - what you posted above would be used as the filter for that SelectQuery - you could do the same POST externally. 

Another option, would be to create a custom configuration service to retrieve the records in a filter. The code for the config web service would deserialize the filters, do an ESQ and return the records from the ESQ. You can see how to deserialize the filters in server side C# here: https://customerfx.com/article/programmatically-using-section-folder-filters-in-processes-or-server-side-code-in-creatio/

Ryan

Hello!

The error you encountered suggests that the application could not connect to the PostgreSQL database because of a misconfiguration in the pg_hba.conf file.

Error message: "28000: no pg_hba.conf entry for host "", user "postgres", database "creatio", no encryption" indicates that either The client IP or hostname does not match any rule in the pg_hba.conf file, or The database connection parameters (host, user, or authentication method) do not align with the allowed configurations in the PostgreSQL server.

Possible causes:

1. 1) The server does not have a rule allowing connections for the postgres user to the creatio database from the host making the request
2. 2) The host parameter appears empty (host "" in the error). This might happen if the application’s configuration is missing or incorrect
3. 3) The PostgreSQL server is not accessible from the host where the application runs

To resolve the issue, please try the following:

1. 1) Update pg_hba.conf file by adding a rule to allow the required connections. For example,
2. # TYPE     DATABASE          USER           ADDRESS     METHOD
3. host        youdatabase      postgres             IP                md5

2) Verify Connection String, specifically:

<add name="db" connectionString="Server=[Database server name];Port=31436;Database=[Database name]; User ID=[Name of the user who will connect to the DB];password=[Password of the user who will connect to the DB];Timeout=500; CommandTimeout=400;MaxPoolSize=1024;" />

Have a nice day!
 

I don't think the OOTB webhooks will handle that structure. You'll probably have to have it go to a text field, which will store the array as a text string, then use a process on record added to parse it to put in the correct places.

Ryan

Thank you. Based on my research, this seems to be the most suitable solution. Do you have any example of a process that performs this transformation?

Hello!

OOTB webhooks will not handle such a structure. 

You can use Business Processes with Custom Script Tasks. You would need:

1.  -Parse the JSON data using a Script Task.
    -Loop through the Q2 values and save them using a Data ScriptTask.
    -Trigger the Process
    -Integrate the process with the incoming data from Microsoft Power  -Automate via:
    -Webhooks: Call a Creatio web service with the JSON payload.
    -Integration Process: Use the Creatio API to receive the data directly.
    

Kyrylo Atamanenko,

Hello! 

Do you have any example of a script to convert the data ["Option 1", "Option 3", "Another Information"] into an object and insert it into the database?

Thank you.