I am having issues creating a data item for data stored in an object I created. I am not sure why I am having this issue. I have a data item for the Union lookup and the Union lookup values. I attached an image for reference.
This is telling you that the record you’re binding references a record in UsrEmployeeJobHistoryUnion with the Id in the message and that record is not bound in the package. To fix, bind data from UsrEmployeeJobHistoryUnion and add that record. Ryan
Exchange side configuration has been already carried out and i have configured clientid and secret on creation (i've configured tenantid too which is not mandatory but i think it should be).
This puzzles me because in client credentials authorization no login should be asked to the user. In order to figure out where the issue is i would normaly trace the rest call made by creatio to obtain the token i invoke graph api. Sadly i couldn't figure out at all how to do this or if it is even possible.
Do you have any suggestion on how i can debug this scenario or similar ones where i have to check api call made by creatio?
What you're describing will work (having the system start a process every time an email is received in that mailbox or even auto sending emails from that mailbox in the background - all independent of users accessing the system). You just need to add the mailbox first. The credentials is only needed initially add the mailbox. Accessing any mailbox does require credentials, which is what gives the mail server context as to which mailbox is being accessed.
If this is some system mailbox that will be used for automated messages, there still is a user context to get access to the mailbox. What I often do is add that as an admin level user in Creatio. Once added, Creatio will continue to retrieve or send email via that mailbox regardless of whether that admin level user ever logs into Creatio again. The mailbox will be available to use in processes etc.
When you set up OAuth for Office365/Exchange mailboxes, it doesn't mean that no login info is asked of the user. It only means that Office365/Exchange is who asks for the login info of the user, not Creatio. The expected behavior is that a user adds their mailbox, they get redirected to the Exchange/Office365 login to authorize Creatio to use the mailbox, then redirected back to Creatio. If the user is already logged into their mailbox in the browser, they will not be asked to log in again and will only see the screen to authorize Creatio to use the mailbox.
Hi Ryan, thank you for your feedback. I guess i gotta go back to the accademy because i really didn't figure out this mimic. I thought, since we were setting up a client credentials oauth flow, that it was a machine to machine integration. Without the need for a user to input any password (which in my scenario isn't even known). If a user authentication is required to obtain a token that persist in the session i don't see how it would be possible to create automated and unattended processes that receive and sends from this mailbox. Above all what i'm trying to accomplish is to have a business process to start automatically every time a mail is received in the mailbox (independently by the users logged in the system). At this point it's hard for me to understand if it is even possible with out of the box features.
What you're describing will work (having the system start a process every time an email is received in that mailbox or even auto sending emails from that mailbox in the background - all independent of users accessing the system). You just need to add the mailbox first. The credentials is only needed initially add the mailbox. Accessing any mailbox does require credentials, which is what gives the mail server context as to which mailbox is being accessed.
If this is some system mailbox that will be used for automated messages, there still is a user context to get access to the mailbox. What I often do is add that as an admin level user in Creatio. Once added, Creatio will continue to retrieve or send email via that mailbox regardless of whether that admin level user ever logs into Creatio again. The mailbox will be available to use in processes etc.
Making a checkbox required would only mean it can be checked (since there's no difference between unchecked and not filled in). Alternative approach is to use a lookup with Yes/No values (since then there is also a not filled in)
What happens is that I have a set of questions with three answer options each, and for each question, only one option needs to be filled out. I have a business rule that marks the boxes as required, but when one of them is selected, it disables the other two and makes them optional. The problem is that once you select a box and uncheck it, the required disappears, allowing you to save with the three options blank. That's why I want to make the checkboxes required from the configuration.
And the reason for the checkboxes is that I require the checkmarks to appear in the Word report.
Hi community, I have a use case where i want to include the images in printable reports in which i have to use the images which is uploaded in the attachements. Kindly tell me how to do this.
Currently, adding custom icons to the system is not supported. However, there are plans to expand the standard icon library and provide the ability to add custom icons. We have attached your request for our R&D team task to increase its priority.
In case of any further questions – send them in reply to this Email. We would be happy to assist!
Hi Team, I trying to use Out-of-the-Box "Bulk email recipient (audience)" view as an Object signal to feed its data in another object. Two conditions I have applied are Record Added and Record Modified; but the process is not getting triggered when the record is getting added or updated in the "Bulk email recipient (audience)" view. How can we use this view to generate signal? Thanks
I'm working on an app where user uploads an image and presses a button to "analyze" it, this starts a process which should take the image, and pass it to my outside API for analysis. I'm having a problem at the first step of the process since the process doesn't seem to see that any image was uploaded. I don't know how to explain this better so I'll attach couple of screenshots of my app/process, feel free to ask.
From what you've shared, it looks like the process isn't retrieving the uploaded image as expected. To help pinpoint the issue, here are a few steps to take: 1. Turn on tracing for the business process. This will show whether the record ID and file attachment are actually being passed to the process at runtime.
2. Make sure that the RecordId used in the “Process file” element is the same ID as the one associated with the uploaded attachment. If you're triggering the process manually, double-check that the correct record is selected or passed in.
3. In your “Process file” element, you've selected HomeSection as the object. Confirm that the attachment was uploaded to this exact object. If the file was uploaded to a different object (e.g. another section or lookup), you’ll need to change the source object in the element configuration accordingly.
4. You can directly query the SysFile table (or the relevant attachment table) and check if the uploaded file is tied to the expected record ID and object schema.
Trying to add pre-defined filter which will list only transaction which were modified in last 10 mins in a Freedom Page. In the setting only Previous hour can be presented -- is there any way to handle this
In my Project's form page, I have two charts that summarize data from a Time Cards object in the form of a bar chart and a column chart. After placing the chart component onto my form page, I had trouble resizing the charts to make them larger. I attached below an image for reference. Any help on how to resize charts would be greatly appreciated. Please let me know if you have any questions or need me to further clarify.
The main goal is to implement a schedule for approximately 100 employees. There was an idea to implement it using a registry element. However, the usual calendar view does not quite fit (i.e., dates and working hours are represented horizontally, and employees are listed vertically). Since the number of employees will be relatively static, but weeks/months will continuously be added, the standard registry view is not entirely suitable for implementation. The need arose to add new records horizontally (with the ability to scroll left/right) — these will be the weeks/months, while employees will remain static vertically.
The idea is to add new records to the registry horizontally, not vertically. If it's not entirely clear, I can explain in more detail.
Is such implementation possible? Perhaps you already have a ready solution for the schedule or better alternatives for implementing it?
