Hi Community,

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?

Thanks

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Dear Puneet

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

  1. 1.- Adjust the System Setting called: ContactFieldConverter...MoreLess
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Kindly request for technical support to upgrade my creation on a test server environment.

bthiongo@dynagraph.net

Ben

+97143477724 ext 123

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Hi All,

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?

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Hello!


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

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Hello.

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?

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Hello,

Basically, you can use advanced filter, where you can search for records using multiple keywords. As for the search component or global...MoreLess

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Dear community!

Does someone thinks about such a feature?

To let operator user work with chat channel from mobile application?

Maybe, Creatio team have it in the backlog?

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Hello,

Currently, there is no possibility to work with chats in the mobile application. However, we have already registered a task for our...MoreLess

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Hi Community,

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.

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Hello,

Any updates on the issue I'm currently facing?

Thanks

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Good afternoon,

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 . 

Regards,

Michael

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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...MoreLess

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Hello Community,

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?

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Hello,
 

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

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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?

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Hello,
​​​​​​​
Unfortunately, for now, the system does not support such no-code option. However, already informed our developers about this option...MoreLess

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Hello,

How can I transfer the email template between DEV to QA?

Thanks

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Hi, you need to bind EmailTemplate & SysImage

Julio

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