Hi Stefano.

The IDs of the elements are autogenerated each time the page loads, so using IDs is impossible during the tests. Theoretically, if it's possible with Selenium, you need to think on how the DOM tree can be retrieved using querySelector\querySelectorAll and using (once again if possible with Selenium) it instead of element IDs.

Dear Puneet

You may have some considerations to treat contact names in Creatio:

1. 1.- Adjust the System Setting called: ContactFieldConverter (Order of first/last names) to Creatio complete Full Name based on the specified selection
2. 2.- You must select one of the provided choices to Creatio convert the Full name of the contact, see the image
3.  

3.- Have in consideration Contact field names are as follows (Code/Title):

• - Full name: Name
• - First Name: GivenName
• - Middle Name: MiddleName
• - Last Name: Surname
• 4.- Also, if you need to display some of the contact name fields, you need to add them in the Contacts_FormPage

Regards

Julio Falcón

Hello !

We're also adding API contacts
I don't fill in the GivenName or Surname when I create the contact, just the Name.
If I check the database, the GivenName and Surname have been filled in.

Julio Falcón (NoCode-Services),

Thanks Julio! My query is little different. I am sending GivenName and Surname using API. Creatio system is creating Full Name automatically using GivenName and Surname. In the contact section list I see Full Name populated; but GivenName and Surname are blank. How can I get GivenName and Surname to display on the section list? Screenshot:

Dear Puneet,

You must have in consideration to insert records in Creatio via OData or importing from excel, YOU MUST include all required fields, in this case Full Name is a required field, sou you need provide it in the API JSON.

Also if you provide this data in the JSON they must be inserted in Creatio. Can you share the JSON and Method you are using to insert on Creatio?

Try to use a tool like SQL Query to made a select to all records to see where are the data you 're inserting

Julio

I tried with this JSON and works

{
    "GivenName": "John",
    "MiddleName": "Fitzgerald",
    "Surname": "Kennedy",
    "BirthDate": "1990-01-01T15:24:00Z",
    "TypeId": "60733efc-f36b-1410-a883-16d83cab0980" 
}

Hello Ben,

Please contact our team on support@creatio.com so we can assist you with the site update.

Hello!

Unfortunately, this option is not available. We will register the idea with our development team so they can implement the option to import services.

Thank you for helping make Creatio better!

Best regards, 
Orkhan

Hello,

Basically, you can use advanced filter, where you can search for records using multiple keywords. As for the search component or global search, unfortunately the multiple search logic has not been implemented in there.

However, a task has already been registered in our R&D team to consider and implement such a feature in future releases.


Best regards,
Malika

Hello,

Currently, there is no possibility to work with chats in the mobile application. However, we have already registered a task for our R&D team to explore the possibility of implementing this functionality in future.

Thank you for your question!

Hello,

Any updates on the issue I'm currently facing?

Thanks

Hello!
 

This is basic system functionality—if a DCM has previously been used in requests (or other areas) and work has already been done in it, the system does not update it, as it may not be necessary for the user. Therefore, on the left side, you’ll see an icon that first prompts for confirmation to apply changes for the current request.

Regards,
Orkhan

Hello,

You can create a business process, using no-code tools that, when creating a contract, will check if a contract exists for that account and, if so, will notify the user. To do this, you may need elements such as:
Signal start, Read data, Modify data, Delete data and Pre-configured page
 

You can also configure a duplicate search process using the Find and merge duplicates element and a pre-configured deduplication rule.  Before setting up the element, ensure bulk duplicate search and global search features are configured, and the relevant section has active duplicate search rules.

Best regards,
Antonii.

Hello,
 

Unfortunately, it is not yet possible to build a filter with Approvals object when using the new Approval mechanism with the basic tools of our application.
 

As a workaround, you can try to develop a filter for your needs, but even using development methods, it is unlikely that you will be able to use the Approvals object for filtering.

You can try to develop filtering as follows:

1) Change the dashboard filter logic before loading data using the filter. This should be done by manipulating with the _Data_PredefinedFilter property of the dashboard. See example below:

 

Here we used the HandleViewModelInitRequest (page is opened) and we have access to the filter of the dashboard using request.$context.IndicatorWidget_5jpo3v5_Data_PredefinedFilter (IndicatorWidget_5jpo3v5 should be changed to the code of the dashboard we are interested in). To get the filter use the code:

let dashboardFilter = await request.$context.IndicatorWidget_5jpo3v5_Data_PredefinedFilter;

Then you can manipulate with the filter and set the value back as

request.$context.IndicatorWidget_5jpo3v5_Data_PredefinedFilter = dashboardFilter (or any other variable name that is used to manipulate the filter)

2) Manipulate with the already received response and set the value to the dashboard. This is easy with dashboards of the metrics type, but more complex with dashboards of the list type, and it cannot be done on the HandleViewModelInitRequest event. In this case you need to use sdk.Model to get some data for comparison (something like below):

const ceoFilter = new sdk.CompareFilter(sdk.ComparisonType.Equal, new sdk.ColumnExpression({
                       columnPath: "JobTitle"
                   }), new sdk.ParameterExpression({
                       value: "CEO"
                   }));
                   const contactModel = await sdk.Model.create("Contact");
                   const contacts = await contactModel.load({
                       attributes: ["Id", "Name", "JobTitle"],
                       parameters: [{
                           type: sdk.ModelParameterType.Filter,
                           value: ceoFilter
                       }]
                   });

And then modify the received data set from the dashboard (this dataset can be retreived from the dashboard.

End of problem not decided

However, we understand that this is not ideal for your specific needs.

We want to assure you that we have created a request for our development team to implement this functionality in future versions of our application. We understand the importance of providing our clients with the best possible experience and will work hard to implement the changes you have suggested.

Thank you again for bringing this to our attention, and please do not hesitate to reach out if you have any further questions or concerns.
 

Hello,
​​​​​​​
Unfortunately, for now, the system does not support such no-code option. However, already informed our developers about this option, and they will work on this feature in future versions. 

Thank you for helping us improve the system!

Best regards,
Ivan

Ivan Savenko,

ok, thx. Maybe there is some way to detect when page opened in configuration mode?