Studio_Creatio | Community Creatio

Question

15:39 Mar 26, 2024

Dear Creatio Support Team,

I hope you're doing well.

I'm interested in the new feature introduced in Creatio version 8.1.2, which allows executing a process for a selected list of records. Could you please provide guidance on how to pass additional parameters to the process besides the record ID?

"operation": "insert",

               "name": "MenuItem_4ixsa89",

               "values": {

                   "type": "crt.MenuItem",

                   "caption": "#ResourceString(MenuItem_4ixsa89_caption)#",

                   "clicked": {

                       "request": "crt.RunBusinessProcessRequest",

                       "params": {

                           "processName": "UsrProcess_e3ba99f",

                           "processRunType": "ForTheSelectedRecords",

                           "showNotification": true,

                           "dataSourceName": "PDS",

                           "parameterMappings": {

                               "ID": "Id",

                               "deadline": "???"

                           },

                           "filters": "$Items | crt.ToCollectionFilters : 'Items' : $DataTable1_SelectionState | crt.SkipIfSelectionEmpty : $DataTable1_SelectionState",

                           "sorting": "$ItemsSorting"

                       }

                   },

                   "clickMode": "default",

                   "visible": true

               },

               "parentName": "DataTable1",

               "propertyName": "bulkActions",

               "index": 3

           }

Thank you for your assistance.

Best regards,

File attachments

Creatio_1.png

2 comments

Fedorchuk Dmytro

11:10 Apr 05, 2024

Hello!

At the moment, in the mass action of starting the process, nothing can be transferred except the Id of the records. We have registered your wish to add the possibility of passing other parameters besides the Id of records and will consider the possibility of implementing such functionality in future releases.

Antonii Viazovskyi

19:56 Jul 31, 2024

Hello,

The idea has been accepted by the development team and is now in the process of working out the possibility of implementation. At the moment, we do not have a clear timeline for implementation.

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Question

Where can i find creatio binaries?

Maksim Kovalev

13:48 Mar 22, 2024

Hi everyone, I tried to find binaries by this link http://ftp.creatio.com/support/downloads/!Release/binary_files/[version], but there is 404 error. Where can I find binaries?

1 comments

Yuliya Gritsenko

14:04 Mar 22, 2024

Hello,

Please contact our support team at support@creatio.com specifying which package you need and we will prepare the necessary files for you.

Best regards,

Yuliya

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Question

[CTI - Telephony Cisco] WHERE in the code that Creatio receives the ERROR CODE from Cisco?

Danh Nguyen

13:07 Mar 22, 2024

Hello everyone,

Could you help me WHERE in the code that Creatio receives the ERROR CODE from Cisco? We have checked "finesse-cti-provider.js" file in Creatio configuration and also the "finesse cti provider schema" but cannot see anything

Really need some help here

Thank you a lot!

2 comments

Alina Yakovlieva

11:06 Mar 27, 2024

Hi Danh,

We advise examining the "FinesseCtiProviderV2" schema, particularly the "eventHandler" method. This is where the handling of events, including error codes from Cisco, is implemented.

Additionally, please note that for cloud sites, telephony logs are stored on our servers. You can request the logs via our support.

Have a great day!

Danh Nguyen

04:20 Mar 28, 2024

Hello Alina Yakovlieva

Thank you for your response, but the concept here that we would like to GET these ERROR CODE DATA from "eventHandler" method in real time or near realtime to showing up in the Creatio CRM UI/UX, any chance that we can do that? If yes, really need your guide to achieve that concept

Thanks in advanced

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Question

Display Feed connected record in Freedom UI

Kevin Brady

18:03 Mar 18, 2024

Hello all,

Is it possible in Freedom UI to enable Feed to display the connected record as it did in Classic UI? Just showing the section isn't as informative as the old setup where you could see exactly what record the feed message was in context of.

5 comments

Alina Yakovlieva

12:18 Mar 20, 2024

Dear Kevin,

We appreciate your patience as we consulted with our R&D team regarding the concerns you raised.

Regarding the connected record in the feed panel, we are pleased to inform you that the behavior you mentioned will be addressed in the upcoming 8.0.3 version.

If you have any further questions, please let us know, we would be happy to help.

Thank you for choosing Creatio!

Kevin Brady

23:02 Jul 22, 2024

Alina Yakovlieva,

Is there any update on this feature? I can't find any documentation mentioning how to enable the record name in Freedom UI feed.

Alina Yakovlieva

16:46 Jul 25, 2024

Kevin Brady,

Hi!

Unfortunately, currently, there is no ETA for the implementation of this functionality.

You request has increased the priority of the task.

Your can monitor our Release notes using the following link: https://academy.creatio.com/docs/8.x/resources/category/releases

Thank you for your patience!

Have a great day!

Kevin Brady

16:52 Jul 25, 2024

Alina Yakovlieva,

So the previous commitment got delayed and now it's not even on the plan? Just saying the section in feed is not helpful to users.

Alina Yakovlieva

15:44 Jul 29, 2024

Kevin Brady,

Thank you for your feedback. I understand your concern regarding the delay and the current status of the section in the feed.

Firstly, I apologize for any inconvenience this may have caused. Our intention is always to provide useful and timely updates to enhance your experience. While the previous commitment faced some delays, I assure you that we are actively working on a revised plan to ensure that the section in the feed is both helpful and efficient for users.

We value your input and are committed to improving our services. If you have any specific suggestions or further concerns, please feel free to share them with us. Your feedback is crucial in helping us deliver better solutions. We have increased the priority of the task.

Thank you for your understanding and patience!

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Question

Smadar Admon

15:51 Mar 18, 2024

Hi,

I have tow connected objects, and I want to display them in nested lists (foreach row in Object1, display the connected objects from Object2). Something like that:

Object1
- Object2
- Object2
Object1
- Object2

How can I do it?

Thanks

1 comments

Alina Yakovlieva

12:12 Mar 20, 2024

Dear Smadar,

For Classic UI, you can use a marketplace solution: https://marketplace.creatio.com/app/tree-view-creatio

For Freedom UI, you will need to create your own component. You can find more information about that on Creatio Academy: https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platfor…

I hope this helps.

Have a great day!

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Question

multiplepages

Studio_Creatio

8.0

Freedom UI - create multiple pages based on user role

Damien Collot

16:45 Mar 13, 2024

Hi,

in Creatio 8.1.2 we can create multiple pages based on a specific value.

Is it possible to create multiple pages based on user role (other than All Employees or External ) ?

Thank you ,

Damien

3 comments

Ryan Farley

17:04 Mar 13, 2024

Not possible. However, coming Q2 2024 are new business rules that you can show/hide things based on a user role. So you could at least have different elements show/hide on the same page for various roles. https://academy.creatio.com/docs/release/creatio-roadmap?search=role&ch…

Ryan

Damien Collot

17:15 Mar 13, 2024

Hi Ryan,

Thanks, will see if that could work as possibilities might by bigger with these new business rules.

We have 2 different pages today in classic UI with quite different approach, was hoping not having to a nocode implementation with Freedom UI.

Cheers,

Damien

Ryan Farley

17:59 Mar 13, 2024

It is possible to have many different pages for the same object. You could do something like, from the base page, check the user role and then redirect to some version of the page for that role. However, that could get messy and would likely be easier to just have tabs for each role that show/hide as needed.

It's also possible to create pages based on database views, so in theory you could have entire sections of the same data tailored to different roles as well, but that sounds like an unnecessary amount of work, especially since you'd have to update the views every time a new field was added to the object.

If it's based on a field such as a "Type" it can all happen in the same way that it did for classic pages - that is implemented in Freedom UI.

Ryan

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Question

Syncing contacts between MS Exchange and Creatio

Robert Pordes

14:41 Mar 13, 2024

Hi all,

it used to be possible in version 7 of Creatio to sync with MS Exchange.

The mailbox integration now doesn't support this any longer.

@community: how are you dealing with this limitation? Do you have workarounds for it?

@Creatio: are there any plans on re-introducing this feature? It is very often a question raised in presales activity!

Thanks,

Robert

3 comments

Orkhan

18:48 Mar 15, 2024

Hello,

Unfortunately, Creatio no longer supports contact synchronization with Exchange and Google. This lets you improve the security and relevance of your customer base.

Regards,

Orkhan

Robert Pordes

12:40 Mar 18, 2024

Orkhan,

Thanks for the response, but I think users have the necessary competency to decide which data is relevant in their CRM system.

Also, how is this enhancing security?

Many other CRM systems provide the feature to sync contacts and leads often request it!

Orkhan

15:14 Mar 18, 2024

Robert Pordes,

Greetings,

Thank you for your clarifying questions. We removed this feature for several reasons:

This functionality had unresolved logical issues.
This functionality was hardly, note, hardly, used by our users.
Security-wise, an Abstract Sales Representative could synchronize the entire contact database to themselves and depart from the company, thereafter potentially utilizing or passing on the contacts to the company's competitors.

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Question

How to add a Hosted Cloud Environment to Clio

AARAB YASSIR

13:07 Mar 13, 2024

Hello Creatio Community,

I'm asking if there is a way to connect a Hosted Cloud Environment to Clio Explorer, and develop components from visual code and deploy them to the Cloud Environment?

Thanks,

0 comments

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Question

FreedomUI

Studio_Creatio

contacts

Exclude Contacts From Main List page

Abhishek

12:28 Mar 13, 2024

Hi Everyone,

I want to exclude all the contacts that are in a particular folder from the main folder so that those contacts are visible only in that folder and not on the main list page. How can I do it?

Thanks in Advance.

1 comments

Malika

13:39 Mar 18, 2024

Hello,

Unfortunately, it is not possible to perform this task in a basic way. You can only filter the data you need in folders, but there is no way to completely move all records from the main contact list page to one folder so that they are only available in one folder and not on the main list page.

We've registered this idea in our R&D team backlog for consideration and implementation in future application releases. Thank you for helping us to improve our product.

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Question

Studio_Creatio

8.0

Connecting with Power BI Connector

Harry

12:41 Mar 12, 2024

Hi all,

Does anyone have experience connecting with Power BI using the market place connector?

After attempting to transform and using the getBigData function to import more than 20,000 rows, I receive the error below.

DataFormat.Error: We found extra characters at the end of the JSON input.

Details:

Value=<

Position=4

1 comments

Malika

13:05 Mar 13, 2024

Hello,

Please make sure that the URL of Identity service has the following appearance in the field: https://yoursite-is.creatio.com without a slash at the end.

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