Hello,

Our customer has a requirement to log in using SSO via Microsoft 365, and I have a few questions regarding this.

 

  1. Does Creatio support SSO via Microsoft 365? I came across an article about setting up SSO via Microsoft Entra AD (https://academy.creatio.com/docs/8.x/setup-and-administration/administration/user-and-access-management/authentication/set-up-sso-via-azure-ad). In this case, is "Microsoft Entra AD" the same as "Microsoft 365"?
  2. For an on-site environment, is it necessary to set up the MS Exchange integration service (https://academy.creatio.com/docs/8.x/setup-and-administration/on-site-deployment/containerized-components/email-listener-synchronization-service) before configuring SSO via Microsoft Entra AD? What is the scope of the Email Listener Synchronization Service functionality?

 

Thank you in advance!

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Hello,

 

Creatio supports Single Sign-On (SSO) via Microsoft 365. In this context, "Microsoft Entra AD" is indeed the same as "Microsoft 365" when referring to the SSO setup described in the article you referenced: Set up SSO via Microsoft Entra AD.

 

For your second question regarding an on-site environment: the MS Exchange integration service (Email Listener Synchronization Service) is not required for configuring SSO via Microsoft Entra AD. SSO and email synchronization are separate functionalities.

 

The Email Listener Synchronization Service specifically supports email-related tasks, such as synchronizing and sending emails within Creatio. It does not affect or play a role in SSO configuration.

Hello,

 

Creatio supports Single Sign-On (SSO) via Microsoft 365. In this context, "Microsoft Entra AD" is indeed the same as "Microsoft 365" when referring to the SSO setup described in the article you referenced: Set up SSO via Microsoft Entra AD.

 

For your second question regarding an on-site environment: the MS Exchange integration service (Email Listener Synchronization Service) is not required for configuring SSO via Microsoft Entra AD. SSO and email synchronization are separate functionalities.

 

The Email Listener Synchronization Service specifically supports email-related tasks, such as synchronizing and sending emails within Creatio. It does not affect or play a role in SSO configuration.

Dymytriy Vykhodets,

Thank you for the information.

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Hi all, 

 

I get the same errors every evening at 23:00: "Account not found with IdentityId ''". and: "Client token request was raised an error.". It seems to have something to do with the mailbox, which is functioning properly. Anyone an idea?

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Hello!

 

The system message you are encountering is related to the out-of-the-box process “Lead Generation: Consistency Check.” This message occurs when the system cannot connect to the service to verify that all leads have been successfully entered.

You can disregard this message if you are not utilizing the Lead Generation functionality. The process executes even if the integration with services like Facebook or LinkedIn has not been configured.

If you prefer not to receive these messages, you can deactivate the “Lead Generation: Consistency Check” process in the process library.

Thank you for choosing Creatio!

Alina Yakovlieva,

Thanks. Will try!

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I need to make a panel appear based on a dynamic entity, which could be Contact, Account...

 

And I also need to be able to have the reference of the names of the fields that are selected and add them to another entity, to form a detail list.

 

The reference (Code of the column, like "Name", "Description", "Type.Name"...) of the fields can be either from the main entity or related to an entity of a lookup as in the image below. (Contact.Account.Name).

 

I'm trying to do this, but if anyone knows if it's possible, I'm accepting help.

 

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Hello,

Can you give more details on your task? Why do you need a panel to appear, during what actions, for what purpose, and so on?

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i have a data model attribute period that show the period of time for some activity i like to use just year like 2023, 2024 so on, curently i use text as data attribute can i use date/time?

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Create a separate attribute of Date datatype, parse the date/time you receive and retrieve date from it (either using event listener, business process on the object or a business process and the DateTime.Parse and Date property of the parsed datetime) and paste the read date into this new attribute. this should do what's needed.

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How to add a new component (for loading map in a specific field i.e.,Address etc..) in form page,Freedom UI

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Hello,

 

Does anybody know if pdf version of Creatio guides (marketing, setup and administration and etc.) exists for the latest version of the platform? I found several, but all were for 7.1x releases

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Hello Artem, 

Thank you for your question. 

You can find all the necessary information under the following link to our Academy:

https://academy.creatio.com/docs/8.x/

On the right corner, you will have the opportunity to choose the version you need. 

Hanna Shevchenko,

Hello Hanna, 

 

Thanks for the answer. Are these guides accessible in pdf version?

Unfortunately, we do not have a PDF version of the guides available at this time. 

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Hello Community,

 

I'm trying to use the "Apply Filter" function to filter a lookup value based on three parameters. The business rule works correctly when adding a new record and copy record; however, when editing an existing record, only one filter is being triggered (marked).

 

 

Has anyone encountered this issue, and is there a solution to ensure all filters are applied when editing a record?

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Hi there

I implemeted custom UI component (OsmMapsModule) and injected it on Freedom Ui list page using this article Implement a custom UI component based on a Classic UI page | Creatio Academy

Now I need to get feedback from that component on the page to trigger some logic on Freedom UI, bu fail to do so. Here is my code.

define("ClvObjectMapModule", ["ClvObjectMapModuleResources", "@creatio-devkit/common", "Base7xViewElement", "MaskHelper", "ClvJsConsts", 
							  "ckeditor-base", "Leaflet", "css!Leaflet"], 
function(resources, sdk, Base7xViewElement, MaskHelper, ClvJsConsts) {
 
    /* Declare a "ClvObjectMapModule" class. */
    class ClvObjectMapModule extends Base7xViewElement {
 
		_mapRecordClickedId;
		get mapRecordClickedId() {
			return this._mapRecordClickedId;
		}
		set mapRecordClickedId(value) {
            this._mapRecordClickedId = value;
        }
		...
 
		// Here I make change and want it propagate to Freedom UI page.
 
		_clvOpenPage(config) {
			this.mapRecordClickedId = config.recordId;
		}
    }
 
    /* Register the component. */
    customElements.define('clv-objectmap', ClvObjectMapModule);
 
    /* Register a component as a visual element. */
    sdk.registerViewElement({
        type: 'clv.ObjectMap',
        selector: 'clv-objectmap',
        inputs: {
			mapRecordClickedId: {}
		},
		// This is not documented and I just guessed it might work like for example inputs work.
        outputs: {
			mapRecordClickedId: {}
		}
    });
 
    return Terrasoft.ClvObjectMapModule;
});
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And here is code in Freedom UI

"MapRecordClickedId": {
	"modelConfig": {}
},
...
{
	request: "crt.HandleViewModelAttributeChangeRequest",
	handler: async (request, next) => {
 
 
// I want this handler to be triggered but it just does not when I make changes in custom component
 
		if (request.attributeName === "MapRecordClickedId" && sdk.isGuid(request.value)) {
			const handlerChain = sdk.HandlerChainService.instance;
			await handlerChain.process({
				"type": 'crt.OpenPageRequest',
				"schemaName": "ClvObject_FormPage",
				"modelInitConfigs": [{
					"recordId": request.value,
					"action": sdk.ModelInPageAction.Edit
				}],
				$context: request.$context
			});
		}
 
		return next?.handle(request);
	}
},
...
{
	"operation": "insert",
	"name": "ClvObjectMap",
	"values": {
		"type": "clv.ObjectMap",
		"mapRecordClickedId": "$MapRecordClickedId",
		"styles": {
			"width": "-webkit-fill-available"
		}
	},
	"parentName": "ClvMapContainer",
	"propertyName": "items",
	"index": 0
}

Andrii Orlenko,

Unfortunately, it's really hard to understand where the issue is with such parts of the code. I can advise you debugging to see step by step where the data is missing or where the issue appears.

You may also create a new community question with a more general description of your needs to receive some examples.

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Hello,

 

Is it possible to send/convert a document to base64 and send it to an external API from Creatio?

Example:
 

A)


B)

 

 

Thanks.

 

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Hello,

 

FileAPI returns the bytes array for the file content thus this bytes array can be used to convert the file content to base64 string like:

using System;
class Program
{
    static void Main()
    {
        byte[] byteArray = { 72, 101, 108, 108, 111 }; // "Hello" in ASCII
        string base64String = Convert.ToBase64String(byteArray);
 
        Console.WriteLine("Base64 String: " + base64String);
    }
}

This conversion should be implemented in the script-task element, and the result (base64String) should be set as a parameter value to be used elsewhere. 

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Hi,

How to do Attachment* as mandatory?

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Hello,

Thank you for your request. Unfortunately, it is not possible to make the Attachment required using custom methods as it is a detail.


However, as a workaround using l development, you can implement following validation script (sample for Activities) in object process for Validating message:

UserConnection userConnection = context.UserConnection;

   Select select = (Select)new Select(userConnection)
            .Column(Func.Count("Id"))
            .From("ActivityFile")
            .Where("ActivityId").IsEqual(Core.DB.Column.Parameter(Entity.Id));
       
if (select.ExecuteScalar<int>() == 0)
            throw new Exception("Attachment is required");

return true;

Halyna Parkhomenko,

 

Hi Halyna ,

Can you tell me in detail where I can put this code and where it runs inside Open Process?

 

Hi Halyna 

When I apply the code inside Open Process it gives me this message Is there a solution?

Hi Halyna 

When I apply the code inside Open Process it gives me this message Is there a solution?

 

Muath Ali Hamdan Salem,

 

Hello,

 

As for the 'Select' errors - the most probable reason is the usage of the Terrasoft.Core.DB namespace is not added to the class.

 

As for the last error in your screenshot - either it will be fixed by fixing previous errors or the issue is that you call construction that requires 1 type argument. Need to see the code in this line.

Hi,Oleg Drobina

Isn't there another way to make the attachment file mandatory through validation of the form page and not by placing a condition on the table in the database that I want in the form page?

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