We understand that you may need to manually reset the current number in a specific column, for instance, to initiate numbering from 1. Currently, there is no interface that allows users to configure this manually, so the following steps need to be taken:
Identify the UId of the auto-numbered column.
For the identified column, use the script below to set a new starting number. In the examples provided, '4a40180c-61bf-de86-2f08-b05852a5ea6d' represents the UId of the auto-numbered column, and '1' is the next value from which the auto-numbering will proceed.
Script for MSSQL:
ALTER SEQUENCE [4a40180c-61bf-de86-2f08-b05852a5ea6d]
I have done this without the "/" by creating a new string field called "Period" and having a business process which updates that field. The formula was (based on my date field)
[#read opps line.First item of resulting collection.Opportunity Line Date#].ToString("yyyyMM")
I have done this without the "/" by creating a new string field called "Period" and having a business process which updates that field. The formula was (based on my date field)
[#read opps line.First item of resulting collection.Opportunity Line Date#].ToString("yyyyMM")
Maybe you can use Printables and then build a server-side code that will convert the printable word to PDF, you can store the result in an activity for self keeping or etc.
You can use 3rd party DLL to convert the word to PDF.
As of now, the PDF conversion functionality is not available in the ootb version of the system.
Currently, we can recommend using the PDF conversion feature in MS Word by using the "Save As" option.
As a workaround, if it is necessary to prevent users from making changes to the PDF file after exporting:
You can upload a Word file with a password for modifications as a template for the printable. This way, the necessary data will be included in the file, but it will not be possible to make changes without knowing the password.
Additionally, we can suggest an alternative approach:
For what it's worth, I use Power Automate a lot to handle these kind of functions where Creatio lacks the functionality. You can handle the API response of Power Automate REST Trigger to give you the data back, etc...
If you are using 365 in your tech stack it, it could be an option.
In a section edit page, we have created custom buttons and have functionalities to hide and show the button. If we refresh the page Button enable/ Disable are working fine
But once we open the edit page, the button visibily/ page opening are not working properly until we refresh the page
we tried this.reloadEntity(); inside init:function(){} Method.
Could you please describe in more detail what the problem with the button is when refreshing the page? I mean, how should they work and how do they actually work? If you have a chance, please send screenshots.
I'm trying to retrieve information from my apps in Creatio CRM. When I open my Studio, I notice that there's a request that brings me the apps and their respective IDs. It would be incredibly helpful if someone could share how I could do this using OData or if there's a similar schema seems like it's called "Environments"... or any other method to achieve this. Ideally, I prefer it to be RESTful.
I've attached some photos for reference to illustrate my situation.
The display of images on a mobile depends on the template styles. This may be due to the fixed size of the images. Unfortunately, the content designer does not allow you to configure the mobile version separately, so we recommend checking the CSS styles of the content block with these images. The only thing to do here is to experiment with the template itself (width, font, etc. in the block/section/column settings) and see how this is displayed in the mobile app.
We have already registered this problem for our development team and the issue has been prioritised thanks to your request.
You can also contact technical support at support@creatio.com for a more detailed analysis.
We are finding that changes made to text colors on home page labels does not appear to change after saving and viewing in the UI. The only color that shows is black or white. This is on the latest version of creatio. anyone else seeing this issue? Support ticket has been entered but just curious.
I'm experiencing an error while working with Creatio and hope someone might be able to shed some light on this issue.
The error message I'm receiving is:
Has anyone encountered this specific Terrasoft.Common.ValidateException error before? I'd like to understand what might be causing it and how I can resolve it.
Any insights or suggestions would be greatly appreciated. Thank you!
I have tried sending test emails to the personal emails of myself (an iPhone owner) and another co-worker (an Android owner). When I viewed the email on my phone it looked perfect, but my co-worker showed me what his email looked like (see below).
As you can see, though the image is set to left alignment, it appears centered on the Android device. Can anyone provide insight on why this is happening, and possible solutions? Thanks in advance.