Hi, 

 

I have created a BP with the process parameter  -

2. Created a button on freedom UI section list page and tried to link it with BP. 

But when I am selecting multiple records in the list page and clicking button, in the process log process is running but nothing is happening. 

Execution diagram while the process is in running state - 

Creatio version is - 8.1.1.3136

 

Anyone can help with this please? how can I achieve it? Any other alternative.

 

Thanks

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You need to select "For the selected records in the list", not "For the selected page" for the process execution. See https://customerfx.com/article/launching-a-process-for-multiple-records-in-a-creatio-list/

Ryan

You need to select "For the selected records in the list", not "For the selected page" for the process execution. See https://customerfx.com/article/launching-a-process-for-multiple-records-in-a-creatio-list/

Ryan

Ryan Farley,

Hi, yes I have checked the article but the problem is with version, in the articles it says version 8.1.3 and my version is 8.1.1. So there is not such option at all.

 

Hello,

 

In order to use the required functionality, an update from 8.1.1 to 8.1.3 should be performed.

AS,

This does require 813 or higher.

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Hi all,

 

i'm new to creatio and i'm struggling a bit with business process task.

I would like to build a dashboard where the user can see all the business process task routed to his group, maybe groupped by case type.

 

I wasn't able to find a dedicated widget or section for those data, as far as i understand they are only visible in the communication panel but that solution works only if you have a small amount of tasks.

 

Is there a way to accomplish my use case without resorting to coding the desired page?

 

Thank you

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Hello,
 

Business process tasks are stored in the SysProcessElementToDo table. However, using this table alone, you won’t be able to directly link it with other entities, as no other entities reference it directly.
 

Additionally, tasks are stored as activities that reference a SysProcessElementToDo record in the ProcessElementId column. However, this column is a GUID, not a lookup field, meaning you cannot build a reverse relationship filter in the system.
 

To create a metric, you can refer to the Activity object, grouping records by case category or any other relevant grouping.

Then apply a filter to display only activities where the "Process Item" (ProcessElementToDo) column is populated which mean that current Activity - is a business-process task.
 

However, it's important to note that clearing business process log tables could disrupt this type of chart logic.
 

As an alternative approach, you can assign a unique naming convention to your tasks, such as "[TASK] - task subject", and filter activities not by Process Item, but by name:
Title starting with "[TASK] - %", ensuring they include a recognizable pattern.
 

Example configuration for such a chart:



Additionally, understanding the logic of how tasks are stored in the database, you can use development methods to create a custom database view and configure analytics based on it.
 

I hope this helps!

Hello,
 

Business process tasks are stored in the SysProcessElementToDo table. However, using this table alone, you won’t be able to directly link it with other entities, as no other entities reference it directly.
 

Additionally, tasks are stored as activities that reference a SysProcessElementToDo record in the ProcessElementId column. However, this column is a GUID, not a lookup field, meaning you cannot build a reverse relationship filter in the system.
 

To create a metric, you can refer to the Activity object, grouping records by case category or any other relevant grouping.

Then apply a filter to display only activities where the "Process Item" (ProcessElementToDo) column is populated which mean that current Activity - is a business-process task.
 

However, it's important to note that clearing business process log tables could disrupt this type of chart logic.
 

As an alternative approach, you can assign a unique naming convention to your tasks, such as "[TASK] - task subject", and filter activities not by Process Item, but by name:
Title starting with "[TASK] - %", ensuring they include a recognizable pattern.
 

Example configuration for such a chart:



Additionally, understanding the logic of how tasks are stored in the database, you can use development methods to create a custom database view and configure analytics based on it.
 

I hope this helps!

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Hello guys, I'm fairly new to Creatio, but I've seen there are a couple of functionalities that are missing. Some have never existed in Creatio and some others were in Classic but not available anymore. 

Right now I'm interested in calculated metrics, but for freedomUI. And maybe something similar for DataGrids

From what I see, It's seems possible for developers to make their own add-ons to provide certain functionalities and probably later put in on the marketplace.

 

I guess the normal procedure is reading the source code of the base packages of Creatio and seeing how you could edit them by importing/exporting/extending classes. Probably would help to downloa other marketplace freedomUI products and trying to see how did they do it

 

But well, I was wondering if someone that has had any experience in it maybe has some tips available before embarking into that journey

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Hello,

 

At this time, we don’t have a Calculated Metrics add-on that supports the Freedom UI. However, this functionality is on our development roadmap and is anticipated for release in versions 8.3-8.4, as it relies on advanced calculation features currently in progress for 8.2-8.3.

You can also take a look at the Custom Freedom UI page components article that provides instructions on developing your own components:

https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platfor…

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I am getting the login page

 

But when I enter Supervisor as name and password, there is no error. But when I check in network there is a 404 error. 

Please guide me on the next steps.

 

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Hello Alston, most likely when you get 404 trying to log in after successfully loaded login page, you forgot to enable all .NET Framework 3.5 and .NET Framework 4.8 features in Windows Features window according to the installation manual:

 

This is very common installation error.

To fix it please follow the manual: https://academy.creatio.com/docs/8.x/setup-and-administration/on-site-deployment/application-server-on-windows/enable-required-windows-components#title-252-2 
 

 

Hello,

The issue you are facing can be due to a several reasons:
- Missing required Windows components;
- Connection to the database may not be established properly (make sure all connection strings are correct in ConnectionStrings.config and all services and database running);
- IIS application might be configured incorrectly;

In order to resolve the error, please follow this deployment procedure. If necessary try redeploying new site and application pool in IIS.
 

Hello Alston, most likely when you get 404 trying to log in after successfully loaded login page, you forgot to enable all .NET Framework 3.5 and .NET Framework 4.8 features in Windows Features window according to the installation manual:

 

This is very common installation error.

To fix it please follow the manual: https://academy.creatio.com/docs/8.x/setup-and-administration/on-site-deployment/application-server-on-windows/enable-required-windows-components#title-252-2 
 

 

Dmitriy Gamora,

Thank you for the explanation. My issue is resolved and I am able to login.

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Hello,

Our customer has a requirement to log in using SSO via Microsoft 365, and I have a few questions regarding this.

 

  1. Does Creatio support SSO via Microsoft 365? I came across an article about setting up SSO via Microsoft Entra AD (https://academy.creatio.com/docs/8.x/setup-and-administration/administration/user-and-access-management/authentication/set-up-sso-via-azure-ad). In this case, is "Microsoft Entra AD" the same as "Microsoft 365"?
  2. For an on-site environment, is it necessary to set up the MS Exchange integration service (https://academy.creatio.com/docs/8.x/setup-and-administration/on-site-deployment/containerized-components/email-listener-synchronization-service) before configuring SSO via Microsoft Entra AD? What is the scope of the Email Listener Synchronization Service functionality?

 

Thank you in advance!

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Hello,

 

Creatio supports Single Sign-On (SSO) via Microsoft 365. In this context, "Microsoft Entra AD" is indeed the same as "Microsoft 365" when referring to the SSO setup described in the article you referenced: Set up SSO via Microsoft Entra AD.

 

For your second question regarding an on-site environment: the MS Exchange integration service (Email Listener Synchronization Service) is not required for configuring SSO via Microsoft Entra AD. SSO and email synchronization are separate functionalities.

 

The Email Listener Synchronization Service specifically supports email-related tasks, such as synchronizing and sending emails within Creatio. It does not affect or play a role in SSO configuration.

Hello,

 

Creatio supports Single Sign-On (SSO) via Microsoft 365. In this context, "Microsoft Entra AD" is indeed the same as "Microsoft 365" when referring to the SSO setup described in the article you referenced: Set up SSO via Microsoft Entra AD.

 

For your second question regarding an on-site environment: the MS Exchange integration service (Email Listener Synchronization Service) is not required for configuring SSO via Microsoft Entra AD. SSO and email synchronization are separate functionalities.

 

The Email Listener Synchronization Service specifically supports email-related tasks, such as synchronizing and sending emails within Creatio. It does not affect or play a role in SSO configuration.

Dymytriy Vykhodets,

Thank you for the information.

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Hi all, 

 

I get the same errors every evening at 23:00: "Account not found with IdentityId ''". and: "Client token request was raised an error.". It seems to have something to do with the mailbox, which is functioning properly. Anyone an idea?

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Hello!

 

The system message you are encountering is related to the out-of-the-box process “Lead Generation: Consistency Check.” This message occurs when the system cannot connect to the service to verify that all leads have been successfully entered.

You can disregard this message if you are not utilizing the Lead Generation functionality. The process executes even if the integration with services like Facebook or LinkedIn has not been configured.

If you prefer not to receive these messages, you can deactivate the “Lead Generation: Consistency Check” process in the process library.

Thank you for choosing Creatio!

Alina Yakovlieva,

Thanks. Will try!

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I need to make a panel appear based on a dynamic entity, which could be Contact, Account...

 

And I also need to be able to have the reference of the names of the fields that are selected and add them to another entity, to form a detail list.

 

The reference (Code of the column, like "Name", "Description", "Type.Name"...) of the fields can be either from the main entity or related to an entity of a lookup as in the image below. (Contact.Account.Name).

 

I'm trying to do this, but if anyone knows if it's possible, I'm accepting help.

 

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Hello,

Can you give more details on your task? Why do you need a panel to appear, during what actions, for what purpose, and so on?

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i have a data model attribute period that show the period of time for some activity i like to use just year like 2023, 2024 so on, curently i use text as data attribute can i use date/time?

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Create a separate attribute of Date datatype, parse the date/time you receive and retrieve date from it (either using event listener, business process on the object or a business process and the DateTime.Parse and Date property of the parsed datetime) and paste the read date into this new attribute. this should do what's needed.

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How to add a new component (for loading map in a specific field i.e.,Address etc..) in form page,Freedom UI

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Hello,

 

Does anybody know if pdf version of Creatio guides (marketing, setup and administration and etc.) exists for the latest version of the platform? I found several, but all were for 7.1x releases

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Hello Artem, 

Thank you for your question. 

You can find all the necessary information under the following link to our Academy:

https://academy.creatio.com/docs/8.x/

On the right corner, you will have the opportunity to choose the version you need. 

Hanna Shevchenko,

Hello Hanna, 

 

Thanks for the answer. Are these guides accessible in pdf version?

Unfortunately, we do not have a PDF version of the guides available at this time. 

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