We are inserting records in GivenName and Surname fields in Contact Table via API. We are seeing full name in the Name field in UI (which is a concatenation of GivenName and Surname), but the GivenName and Surname fields are blank. How can we get GivenName and Surname to display values?
I need to create a web service to integrate with an ERP. I have a list with all endpoints, methods and parameters.
Is there a way where I can import the data from an Excel file into the web service in Creatio or any other way where I don´t have to create one by one?
Do you know if there is a way to search for multiple records? For example, can I enter the name of a record and separate it with a comma or a semicolon from another so that the platform brings me both records in the search or several if I use the same sequence.
It would be something like Record1; Record2; Record3
Or do you know of any other way I can search for multiple records by name?
On change of a specific field's value, the case should be updated automatically without any user interaction or confirmation needed to replace the case.
I want the case to be automatically replaced based on its condition.
I'm looking for a no-code solation that would prevent a user from adding a new "active" contract to an account if one already exists.
Example,
"Account A" has "Contract X" which is currently active. We would like to prevent a user from adding "Contract Y" to "Account A" since it already has an active contract. Is this possible without code? Currently on 8.1.5.2177 if that makes a difference .
I would like to filter data in my dashboard (Freedom UI) from Approval object based on the role of the currently logged in user in the Approver field. However I could not find a way to achieve this at design time (possible way was to use a macro but it does not allow this). Please see attached screen shot. I have used a View to fetch data from the Approval object. Is there a way to filter the data possibly through code or from the View itself?
Hi, folks. By default, custom angular components have no setting UI panel, as on screen. I haven't found any info in docs, so maybe here somebody knows how to add user-friendly way to set up component?
Hello, Unfortunately, for now, the system does not support such no-code option. However, already informed our developers about this option...MoreLess