Dear..

We've reviewed Creatio's documentation and noticed it exclusively supports HTTPS. Does Creatio Mobile Application development also support the HTTP protocol? Additionally, could you please provide information on the following:
1. Compatibility of Creatio Mobile?
2. Is a separate APK build necessary for developing the mobile application?
3. Does the web application used by the mobile app require a separate APK?

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Good day, 

The answers to some of your questions, are as follows:

Does Creatio Mobile Application development also support the HTTP protocol?
HTTP is supported for the debug mode only when testing the application locally.
For a production environment, you would require HTTPS.

Is a separate APK build necessary for developing the mobile application?

Yes, a separate APK build is necessary for developing the mobile application.

Please be so kind as to elaborate more on the other questions of yours:
1. Compatibility of Creatio Mobile?
What information do you require on the compatibility for Creatio Mobile?
3. Does the web application used by the mobile app require a separate APK?

Please elaborate on this question further.

@Thank you Nikita for your reply.

Yes, a separate APK build is necessary for developing the mobile application--> How to build the apk ,could you please share us a documents and links.
We are following the below document to develop the mobile application in Creatio.

 

https://academy.creatio.com/docs/8.x/creatio-apps/creatio-basics/mobile…

Hello again,

Would it be possible for you to clarify what you mean by building the apk? 

If we are speaking of a Creatio mobile application, the application itself is available for download on various devices and requires no development to start using out of the box.

Nikita Kudin,

Thank you. Could you please share us a document and links recent one related to mobile.
Question : Workbasket/work queue concept is there in Creatio mobile application?

Nikita Kudin,

Could you please help us to achieve the functionality to display the cases that are assigned to the current user who logged into the mobile application. Instead of displaying the cases assigned to all users. 

We are able to achieve this functionality in web application but unable to achieve the same in mobile application. 

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Is HTTP protocol supports the building of Creatio Mobile Application? I have gone through the documentation i could see it supports only HTTPS. 
Here are some questions could you please provide some information
1.Creatio Mobile Comparability?
2.For building Mobile Application is required to have a separate APK build?
3.The web application which is used by the mobile app does it need Separate APK?

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Hello,

 

HTTP protocol supports the building of the Creatio Mobile Application, mainly for debugging purposes. For production, however, the HTTPS protocol is required. 

 

Right now, we can provide an answer to the question 2:

Yes, it is required to have a separate APK build.

 

As for the other two questions, kindly specify the details so we can provide you with a more accurate answer.

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Creatio Community,

 

Is it possible to add to the Creatio Login Page the show password icon you get on some other logon windows/pages (like the one from Windows Security. See Attached.) 

Thanks,

Jose

 

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Best reply

Hello,

It is possible to show a password icon on your site. To do this, you must add and enable the feature: "UsePasswordIconForTextEdit" on the feature page.

More information about this page can be found in this article on the Creatio Academy:
https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/platform-customization/interface-control-tools/existing-feature/overview#title-3459-7

Hello,

It is possible to show a password icon on your site. To do this, you must add and enable the feature: "UsePasswordIconForTextEdit" on the feature page.

More information about this page can be found in this article on the Creatio Academy:
https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/platform-customization/interface-control-tools/existing-feature/overview#title-3459-7

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Hi, 

 

var esqCount = new EntitySchemaQuery(userConnection.EntitySchemaManager, "Project"); esqCount.AddAllSchemaColumns(); 

esqCount.UseAdminRights = false; 

esqCount.RowCount = 0; // No limit

var totalRecords = esqCount.GetEntityCollection(userConnection).Count;

 

totalRecords value is always coming as 0 but there are 22460 records present in the Project object.

 

Can anyone please help where I am making mistake?

 

Thanks.

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You can use something like this: 

var esq = new EntitySchemaQuery(UserConnection.EntitySchemaManager, "Project");
var countCol = esq.AddColumn(esq.CreateAggregationFunction(AggregationTypeStrict.Count, "Id")).Name;
 
// add any filters if needed
 
var entityCollection = esq.GetEntityCollection(UserConnection);
var entity = entityCollection[0];
 
var count = entity.GetTypedColumnValue<int>(countCol);

You need to add a column that creates an aggregate function (count). Then, when you get the results from GetEntityCollection you'll get the first item in the results to get the Count value.

Ryan

Hello,
Thank you for your question.

This line of code is the source of your concern: 

esqCount.RowCount = 0;

RowCount is a property which is responsible for the number of readable elements from your query.

Also note that UseAdminRights is a flag that determines whether access rights will be checked for performing CRUD operations with the database. When UseAdminRights is set to false, the rights check is disabled, and operations are performed without considering access rights.

Hope this helps.

Ryan Farley,

Thanks for answering , I am having hard time to fix this piece of code please see if you can help me -

var selectQuery = new Select(userConnection)
                           .Column("Project", "Id").As("ProjectRecordId")
                           .Column("Project", "UsrProjectID").As("ProjectId")
                           .Column("Project", "Name").As("ProjectName")
                           .Column("Project", "UsrProjectDescription").As("ProjectDescription")
                           .Column("UsrEntitlements", "UsrNumber").As("Entitlements")
                           .Column("ServicePact", "Number").As("ServiceContract")
                           .Column("Project", "CreatedOn").As("CreatedOn")
                           .Column("Contact", "Email").As("CreatedByEmail")
                           .Column("Project", "ModifiedOn").As("ModifiedOn")
                           .Column("Contact", "Email").As("ModifiedByEmail")
                           .From("Project")
                           .Join(JoinType.LeftOuter, "UsrEntitlements").On("Project", "UsrEntitlementsId").IsEqual("UsrEntitlements", "Id")
                           .Join(JoinType.LeftOuter, "ServicePact").On("Project", "UsrServiceContractId").IsEqual("ServicePact", "Id")
                           .Join(JoinType.LeftOuter, "Contact").On("Project", "CreatedById").IsEqual("Contact", "Id")
                           .Join(JoinType.LeftOuter, "Contact").On("Project", "ModifiedById").IsEqual("Contact", "Id")
                            as Select;

Screenshot - 

And the error I am getting is - Error: 42712: table name "Contact" specified more than once.

 

Thanks.

AS,

You're joining to the Contact table twice, but not aliasing them (which means they are both named "Contact")

Change the contact joins to include As

.Join(JoinType.LeftOuter, "Contact").As("CreatedContact").On("Project", "CreatedById").IsEqual("Contact", "Id")
.Join(JoinType.LeftOuter, "Contact").As("ModifiedContact").On("Project", "ModifiedById").IsEqual("Contact", "Id")

Then use them using that alias: 

 .Column("ModifiedContact", "Email").As("ModifiedByEmail")

Also, as an FYI, you can change those joins like this, which I think reads better and less wordy:

.LeftOuterJoin("Contact").As("CreatedContact").On("Project", "CreatedById").IsEqual("Contact", "Id")
.LeftOuterJoin("Contact").As("ModifiedContact").On("Project", "ModifiedById").IsEqual("Contact", "Id")

Ryan

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Getting this error while compiling the code from documentation. Could be due to the missing  "Microsoft.CSharp" assembly. What configuration required to fix this ?


private string CreateJson(IDataReader dataReader)
{
   var list = new List();
   var cnt = dataReader.FieldCount;
   var fields = new List();
   for (int i = 0; i < cnt; i++)
   {
       fields.Add(dataReader.GetName(i));
   }
   while (dataReader.Read())
   {
       dynamic exo = new System.Dynamic.ExpandoObject();
       foreach (var field in fields)
       {
           ((IDictionary)exo).Add(field, dataReader.GetColumnValue(field));
       }
       list.Add(exo);
   }
   return JsonConvert.SerializeObject(list);
}

 

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Hello,

 

The issue you mentioned is related to the missing compiler member 'Microsoft.CSharp'. To fix this, you need to add a reference to this library in your project. Add a reference to Microsoft.CSharp.dll.

 

You can also read the documentation that may help you:

https://stackoverflow.com/questions/49637389/missing-compiler-required-member-microsoft-csharp-runtimebinder-binder-convert

 

https://github.com/dotnet/roslyn/issues/16265

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Hi community, 

Where can I find the source code responsible for this checkbox (Make the list editable). 

I want to make this detail editable only in one section. Here is my use case : I'm using this detail in two sections A and B. In section A, I want the detail to be editable like this : 

 

But in section B, I don't want this behavior (checkbox must be unchecked) like this : 

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You should create 2 separate details. And add them to the separate edit page for section A and for section B.

Thanks Antonii, isn't there any other way than creating two details ? 

Ismail el lahya,

This is the best way to perform this task

Antonii Viazovskyi,

Thank you!

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Hi All, 

 

How to acheive this - https://community.creatio.com/questions/change-order-lookup-values-list  in freedom UI page.

 

I have a lookup called ContractLineNumber which has values from 1 to 20 in its Name field.

 

Best Regards.

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Greetings,

We currently utilize Web Services (Rest and SOAP Services) to integrate with other systems within Creatio. Now, we are exploring the capabilities of connectors in Creatio. Here are our queries:

  1. When should we use connectors in Creatio?
  2. How can we implement connectors in Creatio?
  3. Do we have any real-time demo links that you could share with us?

Thank you.

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Hello,

 

Connectors in Creatio are essential for integrating with external systems, applications, or services, enabling smooth data exchange and automation.

 

Here you can find information on how to perform configurations: https://academy.creatio.com/docs/8.x/no-code-customization/category/web-services

 

Here you can find various connectors that you can test: https://marketplace.creatio.com/

Thanks for the details @Kalymbet Anastasia.
 

Could you please explain the distinction between web services and Creatio connectors? Additionally, in what scenarios would you recommend using connectors in Creatio?

 

 

Hello, 

A web service is software reachable via a unique URL that enables interaction between applications. Its purpose is to integrate Creatio with external applications and systems.

In Creatio, connectors are used to integrate with various external systems and services. They allow different systems to be unified and automate data exchange processes between them. Here are the main reasons why connectors are needed in Creatio:
 

  1. Integration with External Systems: Connectors enable integration with CRM, ERP, marketing systems, email services, payment gateways, and other external systems. This facilitates real-time or scheduled data exchange between systems.
     
  2. Business Process Automation: Connectors help automate routine tasks such as data synchronization, updating customer information, order processing, and more. This reduces the likelihood of errors and increases operational efficiency.
     
  3. Improving Customer Service: Integration with various systems ensures more complete and up-to-date customer information, which helps provide higher-quality and more personalized service.
     
  4. Data Collection and Analysis: Connectors allow for data collection from various sources and consolidation in one place. This simplifies data analysis and informs business decision-making.
     
  5. Extending Functionality: By using connectors, you can expand the capabilities of Creatio by adding new functions and integrations without significant changes to the core system.
     
  6. Supporting Business Processes: Connectors enable configuring business processes that involve interaction with other systems, ensuring a seamless and coordinated workflow.
     

Overall, connectors are essential for the integration, automation, and optimization of business processes in Creatio.

Thank you!

 

@Andrii Kurta,

 

Thank you for the detailed explanation. 
Could you please provide documentation and videos related to connectors?

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Hello!

 

I'm trying to make an integration with a digital signature call "Firmamex" and I trying to use the code that they provide in their SDK in a business process but i have error messages that dont let me publish the script task. 

 

This are the errors 

 

 

And this is the code 

 

}
public class Flow
   {
       SignmageSDK.FirmamexServices signmageServices;
       String base64;
       String name;

       public Flow(SignmageSDK.FirmamexServices signmageServices, String base64, String name)
       {
           this.signmageServices = signmageServices;
           this.base64 = base64;
           this.name = name;
       }

       public String request()
       {
           B64_doc b64_doc = new B64_doc { name = name, data = base64 };

           JObject flujoEjemplo = JObject.FromObject(new
           {
               b64_doc = b64_doc,
               stickers = new object[] {
                   new {
                       authority = "SAT",
                       stickerType = "line",
                       dataType = "rfc",
                       data = "ARCX9012226P8",
                       imageType = "hash",
                       email = "jhon@gmail.com",
                       page = "0",
                       rect = new Rect { lx = 226.45f, ly = 355.25f, tx = 397.75f, ty = 413.85f }
                   }
               },
               workflow = new object[] {
                   new {
                       data = "ARCX9012226P8"
                   }
               },
               app2 = true
           });

           String flujoParams = flujoEjemplo.ToString(Formatting.None);
           return signmageServices.request(flujoParams);
       }
   }
};

 

I hope you can help me  to understand why I have that erros, please. 

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Hello, Laura.
Thank you for you question.

Unfortunately, it's hard to understand the source of the problem without proper context. Could you please provide me with the schema of your business process? This would greatly assist me in understanding the situation better and allow me to offer you effective assistance.

Hello Yevhenii 

 

Yes. Here it is the schema of the business process 

 

namespace Terrasoft.Core.Process
{

    using Newtonsoft.Json;
    using SignmageSDK;
    using SignmageSDKCore;
    using System;
    using System.Collections.Generic;
    using System.Collections.ObjectModel;
    using System.Drawing;
    using System.Globalization;
    using System.Text;
    using System.Web;
    using Terrasoft.Common;
    using Terrasoft.Configuration;
    using Terrasoft.Core;
    using Terrasoft.Core.Configuration;
    using Terrasoft.Core.DB;
    using Terrasoft.Core.Entities;
    using Terrasoft.Core.Process;
    using Terrasoft.Core.Process.Configuration;

    #region Class: UsrfirmamexMethodsWrapper

    /// <exclude/>
    public class UsrfirmamexMethodsWrapper : ProcessModel
    {

        public UsrfirmamexMethodsWrapper(Process process)
            : base(process) {
            AddScriptTaskMethod("ScriptTask1Execute", ScriptTask1Execute);
        }

        #region Methods: Private

        private bool ScriptTask1Execute(ProcessExecutingContext context) {
            }
            public class Flow
                {
                    SignmageSDK.FirmamexServices signmageServices;
                    String base64;
                    String name;
            
                    public Flow(SignmageSDK.FirmamexServices signmageServices, String base64, String name)
                    {
                        this.signmageServices = signmageServices;
                        this.base64 = base64;
                        this.name = name;
                    }
            
                    public String request()
                    {
                        B64_doc b64_doc = new B64_doc { name = name, data = base64 };
            
                        JObject flujoEjemplo = JObject.FromObject(new
                        {
                            b64_doc = b64_doc,
                            stickers = new object[] {
                                new {
                                    authority = "SAT",
                                    stickerType = "line",
                                    dataType = "rfc",
                                    data = "ARCX9012226P8",
                                    imageType = "hash",
                                    email = "jhon@gmail.com",
                                    page = "0",
                                    rect = new Rect { lx = 226.45f, ly = 355.25f, tx = 397.75f, ty = 413.85f }
                                }
                            },
                            workflow = new object[] {
                                new {
                                    data = "ARCX9012226P8"
                                }
                            },
                            app2 = true
                        });
            
                        String flujoParams = flujoEjemplo.ToString(Formatting.None);
                        return signmageServices.request(flujoParams);
                    }
                }
            };
        }

        #endregion

    }

    #endregion

}

 

thank you for your help.

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Hi all, 


Does anyone have any updates on when/if Creatio is planning to implement excel reporting functionality that is fit for the year of 2024 and should be mandatory in ANY enterprise CRM... 

 

The existing marketplace app is entirely insufficient and has not been updated in many years. 

 

The reporting via the list page has also gone with freedom UI. 

 

When people ask me about reporting, I am embarrassed to answer. 

Really hoping this is on the roadmap somewhere...

Thanks

Harry

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I would love to see something official on this as well. IMO it's something that is very much needed. DevExpress and FastReports were a bit clunky and difficult, but definitely provided the capability to do real reporting. I am not sure why those were removed, but I'd love to see the return of something similar. We've pushed Word printables based on views and macros to the limits and Excel reports isn't the same, not to mention it's too limited and doesn't work with the OOTB Process File element in processes.

Ryan

Yes please, one of the most lacking feature for an enterprise grade CRM

We also extremely need this feature. Maybe not Excel, but a new generation of lists and pivots as in classic UI

Hi all,

 

My friends of Banza are almost ready to launch Banza Report Generator for Creatio, it allows you to configure report export based on any data from the system, and such export can be performed both by users and automatically according to a configured schedule.

 

Use cases:

  • * Generating reports and print-ready documents based on section records.
  • * Make printing, reporting, importing, and exporting your data easily.
  • * Creating templates for your documents with the ability to select the data you want to integrate into the document from your database.

 

Key Features:

* Creating reports based on data from any system object (table or view) in xlsx, csv, docx, and txt formats.

* Using any Excel file (with formatting, pivot tables, and graphs) as a template for generating a report.

* Advanced custom filter settings: custom filter dependency setting, limiting the list of valid custom filter values, setting the mandatory filter and determining the mandatory nature of one filter from a group, defining values for automatic substitution.

* The advanced setting of report columns: the ability to impose a condition for displaying a value in a column, sorting the uploaded values by specified fields, taking into account their priorities, replacing exported values with specified alternative values, and combining values into one column.

* Generate reports according to a set schedule (you can set the day of the week and time or in cron format) and save them to a specified folder.

* Email notification to the user about the completion of the report generation process.

* Storing the history of report generation.

* Setting access rights to reports.

* Quick report generation from any section of the system.

 

 

I think we should build it. Many companies have excel add ins for this. There is plenty of documentation on how do build Excel addons. Who is in?

Thank you for the comments all. Hopefully senior Creatio staff do visit this community and actually see and hear what their customers want. 

I still find it frustrating that development resource is clearly being spent on modules such as AI App generation and ‘copilot’, rather than key missing pieces. 

Coincidently, i’ve not heard anything on copilot moving into production since the demo, but maybe others have(?)…


With all the investment in Creatio, it seems like the promised monthly updates have got even more infrequent over the last 12 months…


Great to hear that Banza have a tool planned though and the features sound decent. 

fingers crossed for more features in Q3!

 


 

Harry,

How are you? Hope you are doing well. Did you check this connector: https://marketplace.creatio.com/app/looker-studio-connector-creatio

It is very helpful for reports. Basically from Looker Studio you get all the data from Creatio and you could use all Looker Studio capabilities: https://cloud.google.com/looker-studio?hl=en

Regards

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