Hello,

 

Is there a way to configure a field's logic in client module like,

If condition A, use lookup A

if condition B, use lookup B

 

Can you provide a sample code for it? 

 

Thank you!

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Hello, 

You can use the business rules for this purpose and do it with no-code methods. Please check the article "Set up business rules" for the newest versions of the Creatio application. 

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I am trying to convert a lead in to a opportunity based on a field value.Below is the workflow i have configured. But it is showing an error upon saving. can someone explain me easily what this is and how to fix this issue.

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Greetings!

 

This error occurs because you are using an object from the *UsrCrt* package on a page that belongs to another package. 

Since the package is lower in the hierarchy than the *UsrCrt* package, you are encountering a cyclic dependency error. 

To resolve this issue, you need to move the schema to the correct package.
 

Alternatively, you can restructure the package dependencies to ensure that the schemas are accessible.
 

You can find more details in the article:

https://academy.creatio.com/docs/8.x/no-code-customization/customization-tools/app-management/cyclic-connection-chains
 

Best regards, 
Orkhan

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Hi I just have a question about filtering using a cross reference object. I have created a Cross reference object that has using two lookups as its cross reference, one from Service another from Fee Method. I want to use this cross reference object as a filter to a different object that has a Fee Method lookup within the object. I'm not sure how achieve this

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Hi Vincent,

You can use the following filtration as an example:






The filtration from the example is added in the Account section. We are using related object filtration (click on the plus button in the first screenshot) to find all accounts where column Number in the object Account communication option contains 000.

I hope this example helps you to build your own filtration. 

Have a great day!

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I am getting the following error following logging in as Supervisor to a local deployment of Creatio:

{
    "Code": -1,
    "Exception": "Microsoft.Data.Sqlite.SqliteException: SQLite Error 14: 'unable to open database file'."
}

Any insight as to a fix appreciated.

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I have a fix for this, not in the Creatio documentation, using ISS Manager edit permissions for the Creatio site, allocate full control to the IIS_IUSRS group.

Hello!

 

Please grant rights to binary files for the user under which the application pool.


The issue is caused because the user does not have access to the \Terrasoft.WebApp\conf\runtime-data\db.sqlite directory.

 

In case of any further questions – send them in reply to this message. We would be happy to assist!

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Hi Community,

 

I am trying to create a monthly summary (email sent, emails delivered, emails open, email bounced, number of clicks & Open rate) of email totals using pivot table in Dashboards. I have created group rows - Year and Month from Finished on Date on the email object using calculated field. Open rate is Number of opens in a month/number of emails sent in a month. When I am trying to create a calculated field Open Rate, it is calculating open rate for each row first and then summing up for the month. I want this to sum up both opens & sent on month first and calculate open rate later. How should I go about it?

 

Thanks

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Hello,

 

I've have successfully implemented OAuth 2.0 using the Identity Service provided with Creatio Studio (v 8.1.3) but I have not figured out how to use Refresh Tokens.

 

Can the OAuth 2.0 Refresh Token be implemented using that service? If so, how do I get a Refresh Token?

Thanks,
Jose

File attachments
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Hello!

 

OAuth 2.0 authorization for integrated applications does not  support refresh token flow. The third party application has to generate token and system administrator needs to update the synchronization parameters.

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I'm working on a custom campaign element, and everything works good. But when I add my custom campaign element in the campaign BP this box appears. And don't explain much about this warning, and with this, I can't save the changes in the Campaign BP if my custom element continue in the BP.

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Best reply

Hello Gabriel,

The custom campaign element was most likely made as an assembly package. In this case, as a fix, the custom element must be created in a regular package.

Otherwise:

1) Check the implementation way according to the article for mistakes

2) "Compile all" application

3) Restart the site with the Redis clearing

If the problem persists after those recommendations, please contact the Creatio technical support team (support@creatio.com) and ask them to check the process for you.

Best regards, 

Anhelina!

Hello Gabriel,

The custom campaign element was most likely made as an assembly package. In this case, as a fix, the custom element must be created in a regular package.

Otherwise:

1) Check the implementation way according to the article for mistakes

2) "Compile all" application

3) Restart the site with the Redis clearing

If the problem persists after those recommendations, please contact the Creatio technical support team (support@creatio.com) and ask them to check the process for you.

Best regards, 

Anhelina!

Anhelina,

Thank you! I changed to new package with only the campaign files, and changed to simple package and it works! 

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Observed even for a newly created and saved empty process.
Observed on different sites and accounts.

 

Code generation and recompilation do not help.

 

Since there is no message for the user - this is obviously a system bug.

How to fix this?

 

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Hi,

 

We have not encountered this problem before.

If the site was deployed locally, we recommend that you additionally check if everything was configured correctly.
You can also contact support with a detailed description at support@creatio.com

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Hi all,

 

I have some business processes, that serve the purpose of sending pre-configured emails manually to my contacts. However, the users are allowed to choose not to send the email - this way, the business process is not completed, it stays running.

 

My issue is that I have a GDPR deletion business process, that should delete every email connected to an affected contact. However, if the contact had at least one email that was not sent (but was left a draft), the deletion business process will be stuck, because the email to be deleted is still used in a running business process.

 

I am looking for any suggestions on how I could get around this problem.

 

Image

 

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You could use this approach in the processes to "expire" the email after a pre-defined period of time.

https://customerfx.com/article/automatically-cancelling-user-tasks-after-a-period-of-time-in-a-creatio-process/

Ryan

Hi Ryan,

 

Thank you, this was very helpful!

 

Csilla

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Hello all,

 

We have a Growth platform plan, therefore I cannot enter the "Setup appearance" setting, where I would be able to add new Desktops and even modify the access rights of existing Desktops.

 

I can accept that I am only allowed to use the existing desktops (which I can customize fortunately), but modifying the access rights is an important feature that should be available with Growth plan as well.

 

Is there maybe a way to do it, that I am not aware of?

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Hello,

 

Please be informed that the Growth license plan has certain limitations, one of which includes restricted access to specific Creatio functionalities, such as the “Setup appearance” settings. To gain access to this feature, you would need to upgrade to at least an Enterprise license type.

For more detailed information regarding the features and limitations of each license type, please reach out to your manager.

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