Hi I just have a question about filtering using a cross reference object. I have created a Cross reference object that has using two lookups as its cross reference, one from Service another from Fee Method. I want to use this cross reference object as a filter to a different object that has a Fee Method lookup within the object. I'm not sure how achieve this

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Hi Vincent,

You can use the following filtration as an example:






The filtration from the example is added in the Account section. We are using related object filtration (click on the plus button in the first screenshot) to find all accounts where column Number in the object Account communication option contains 000.

I hope this example helps you to build your own filtration. 

Have a great day!

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I am getting the following error following logging in as Supervisor to a local deployment of Creatio:

{
    "Code": -1,
    "Exception": "Microsoft.Data.Sqlite.SqliteException: SQLite Error 14: 'unable to open database file'."
}

Any insight as to a fix appreciated.

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I have a fix for this, not in the Creatio documentation, using ISS Manager edit permissions for the Creatio site, allocate full control to the IIS_IUSRS group.

Hello!

 

Please grant rights to binary files for the user under which the application pool.


The issue is caused because the user does not have access to the \Terrasoft.WebApp\conf\runtime-data\db.sqlite directory.

 

In case of any further questions – send them in reply to this message. We would be happy to assist!

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Hi Community,

 

I am trying to create a monthly summary (email sent, emails delivered, emails open, email bounced, number of clicks & Open rate) of email totals using pivot table in Dashboards. I have created group rows - Year and Month from Finished on Date on the email object using calculated field. Open rate is Number of opens in a month/number of emails sent in a month. When I am trying to create a calculated field Open Rate, it is calculating open rate for each row first and then summing up for the month. I want this to sum up both opens & sent on month first and calculate open rate later. How should I go about it?

 

Thanks

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Hello,

 

I've have successfully implemented OAuth 2.0 using the Identity Service provided with Creatio Studio (v 8.1.3) but I have not figured out how to use Refresh Tokens.

 

Can the OAuth 2.0 Refresh Token be implemented using that service? If so, how do I get a Refresh Token?

Thanks,
Jose

File attachments
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Hello!

 

OAuth 2.0 authorization for integrated applications does not  support refresh token flow. The third party application has to generate token and system administrator needs to update the synchronization parameters.

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I'm working on a custom campaign element, and everything works good. But when I add my custom campaign element in the campaign BP this box appears. And don't explain much about this warning, and with this, I can't save the changes in the Campaign BP if my custom element continue in the BP.

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Hello Gabriel,

The custom campaign element was most likely made as an assembly package. In this case, as a fix, the custom element must be created in a regular package.

Otherwise:

1) Check the implementation way according to the article for mistakes

2) "Compile all" application

3) Restart the site with the Redis clearing

If the problem persists after those recommendations, please contact the Creatio technical support team (support@creatio.com) and ask them to check the process for you.

Best regards, 

Anhelina!

Hello Gabriel,

The custom campaign element was most likely made as an assembly package. In this case, as a fix, the custom element must be created in a regular package.

Otherwise:

1) Check the implementation way according to the article for mistakes

2) "Compile all" application

3) Restart the site with the Redis clearing

If the problem persists after those recommendations, please contact the Creatio technical support team (support@creatio.com) and ask them to check the process for you.

Best regards, 

Anhelina!

Anhelina,

Thank you! I changed to new package with only the campaign files, and changed to simple package and it works! 

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Observed even for a newly created and saved empty process.
Observed on different sites and accounts.

 

Code generation and recompilation do not help.

 

Since there is no message for the user - this is obviously a system bug.

How to fix this?

 

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Hi,

 

We have not encountered this problem before.

If the site was deployed locally, we recommend that you additionally check if everything was configured correctly.
You can also contact support with a detailed description at support@creatio.com

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Hi all,

 

I have some business processes, that serve the purpose of sending pre-configured emails manually to my contacts. However, the users are allowed to choose not to send the email - this way, the business process is not completed, it stays running.

 

My issue is that I have a GDPR deletion business process, that should delete every email connected to an affected contact. However, if the contact had at least one email that was not sent (but was left a draft), the deletion business process will be stuck, because the email to be deleted is still used in a running business process.

 

I am looking for any suggestions on how I could get around this problem.

 

Image

 

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You could use this approach in the processes to "expire" the email after a pre-defined period of time.

https://customerfx.com/article/automatically-cancelling-user-tasks-after-a-period-of-time-in-a-creatio-process/

Ryan

Hi Ryan,

 

Thank you, this was very helpful!

 

Csilla

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Hello all,

 

We have a Growth platform plan, therefore I cannot enter the "Setup appearance" setting, where I would be able to add new Desktops and even modify the access rights of existing Desktops.

 

I can accept that I am only allowed to use the existing desktops (which I can customize fortunately), but modifying the access rights is an important feature that should be available with Growth plan as well.

 

Is there maybe a way to do it, that I am not aware of?

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Hello,

 

Please be informed that the Growth license plan has certain limitations, one of which includes restricted access to specific Creatio functionalities, such as the “Setup appearance” settings. To gain access to this feature, you would need to upgrade to at least an Enterprise license type.

For more detailed information regarding the features and limitations of each license type, please reach out to your manager.

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Hi Team,
I am trying to work with Queues could anyone tell how we can get Queue section or the agent desktop section

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Hello,

You should have this section displayed in your Service product. Since the Queues section is only available in Service. However, if you do not see it in Workplace Service, you can add it via the Workplace setup section.

Best regards,
Malika

 

Hi Malika,

Thanks for your response , I don't see the workplace service in my instance . Could you please tell how to add the Workplace service
Note : Instance is on premise

Best Regards,|
Krishna

 

Talla bhadra krishna rao,


What is your installation package and site version?

Hi Malika,
 

Name of the Installation package:

 

8.1.1.3635_SalesEnterprise_Marketing_ServiceEnterprisesoftkey_PostgreSQL_ENU
 

Site Version: 8.1.1.3635
 

Regards,
Krishna

 

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Hello community!

 

I'm trying to filter contacts by unique keys from another system.

Currently, we are using 'eq' and 'or', but that has a limitation (the error states that only 100 nodes are supported in a filter).

After reading the oData 4.01 documentation that is linked in the creatio documentation here https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/architecture/development-in-creatio/integrations#title-2088-10, I found the "in" operator, which might bypass this issue completely, so we wouldn't need to page through records.

 

However, I couldn't get it to run...my filter looks like this:
 

$filter=["QsTbisKey"] in ["47928","50447"]

But it returns an error:

{
    "error": {
        "code": "",
        "message": "An error has occurred.",
        "innererror": {
            "message": "The 'ObjectContent`1' type failed to serialize the response body for content type 'application/json; odata.metadata=none'.",
            "type": "",
            "stacktrace": "",
            "internalexception": {
                "message": "Object reference not set to an instance of an object.",
                "type": "",
                "stacktrace": ""
            }
        }
    }
}

 

I tried using all combinations of other brackets and single quotes but was unsuccessful.

 

Does anyone know how to do this?

 

Thanks and BR,

Robert

 

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Hello,

The 'in' operator is not supported in OData 4 in Creatio.
At the moment, it is possible to use the operators that are available in the examples in the official Postman collection of the Creatio API.
We have registered a task to improve this functionality ('in' operator for Creatio OData 4 requests) in future releases of Creatio.
 

Correct filter for In operator OData 4.01 is usually like:

filter=Id in ('6f2efedd-9b25-43b4-9cb9-0ebe60a02a8a','72509ae9-7065-465c-b7c5-3d193b8fe768')

However, it produces the same result with Creatio OData. It's possible Creatio only implements OData 4.0 and not 4.01 (which introduced the In operator).
Might need a different approach like a configuration service that takes the like of values as a param and returns the results? Or if it would work to create a common parent record of the values that could be used to retrieve the results?

Ryan Farley writes:

Correct filter for In operator OData 4.01 is usually like:

filter=Id in ('6f2efedd-9b25-43b4-9cb9-0ebe60a02a8a','72509ae9-7065-465c-b7c5-3d193b8fe768')

However, it produces the same result with Creatio OData. It's possible Creatio only implements OData 4.0 and not 4.01 (which introduced the In operator).
Might need a different approach like a configuration service that takes the like of values as a param and returns the results? Or if it would work to create a common parent record of the values that could be used to retrieve the results?

 

Hi Ryan,

I did try that syntax already, but it didn't work.

Maybe someone from Creatio can shed some light on the implemented OData version?

 

Thanks,

Robert

Hello,

The 'in' operator is not supported in OData 4 in Creatio.
At the moment, it is possible to use the operators that are available in the examples in the official Postman collection of the Creatio API.
We have registered a task to improve this functionality ('in' operator for Creatio OData 4 requests) in future releases of Creatio.
 

Serhii Parfentiev,

Thanks for the information!

Since the documentation I linked explicitly points to the OData 4.01 version, it should be updated and the exact version should be mentioned to know what is supported and what is not.

 

Thanks,

Robert

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