How to integrate facebook lead generation page with creatio? I tried to check in academy; couldn't find the relevant documentation.

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Hello!

The integration with Facebook lead generation forms has been added to the [Landing and Web Forms] section. Please note, this functionality...MoreLess

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We are developing an external application to Creatio with integration via oData.

We need to know how to obtain with odata the required fields of a schema, for example contact and the data type of each field.

Thank you!

Regards

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Hello Uriel,

Once authenticated normally, you can do a POST to the following (it's DataService, but when you authenticate for OData it will...MoreLess

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Hi- 

How would I go about creating a business rule that does not allow users to save a certain email domain as an email address for a contact? 

For example- I don't want any emails that are for domain "ABC.com" 

Can I make a business rule that will not let them save that?

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Dear Heather,

To set up validation for email you can use Email address mask system setting - feel free to adjust the RegExp upon your needs.

Best regards,

Angela

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Hi,

I am wanting to achieve the following:

1. Activity Status = Completed AND Category = To Do

2. Upon save, field validation occurs to display a pop-up (or similar) asking user to set a correct Category value

This is to improve data analytics for the category data, as currently my users are not changing...MoreLess

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Hello Mark, 



Please refer to the following code in order to add the functionality requested:

 

define("ActivityPageV2", [],...

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Hello community!



The following article describes how to send a message from the Creatio server to the client via the WebSocket established out-of-the-box. Can we use the same WebSocket to send back messages to the server from the client?? If Yes, How?

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Hello,

We don't have a possibility to send the Websocket message from the client to server since there is nothing to handle this message o...MoreLess

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Hello community,



I have a few questions reg the out of the box time zones lookup. I looked up the Creatio academy and it does not have answers to my questions. 



1. Is the column 'American code' used anywhere? If Yes, why is it blank in the out-of-the-box time zone look up? What is this colum...MoreLess

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Hello Shrikanth,

Hope you're doing well.

The time which is displayed in the system is based on the server time + value of the user profile ...MoreLess

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Hello community,



We are using Creatio 7.16.3 Service enterprise on-premises (Infra on AWS cloud). We have a use case where certain fields on the Creatio GUI need to send and receive real time updates for a specific user across multiple browser client instances that s/he might be using...MoreLess

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Hello Shrikanth,

Please find my answers bellow:

1. We have checked the existing case history but unfortunately didn't find any request related...MoreLess

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Hello community!



I have a use case where I need to send a reminder email to all users of a certain organization role at 9 AM their morning as per the timezone they have chosen.

I cannot use the Start timer element in the business process as it only lets you choose one timezone and not the user's timezone. 

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Dear Shrikanth,

If for example organization role contains 50 users and each user has different timezone (not all of them have th...MoreLess

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I only have one option to add a date to my section. 

The problem is that it shows the date AND the time-

 

I just need the DATE.

How do I get just the Date?

Thanks for your help!

Heather

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Hello Heather,

Please go to configurations and find the object that represents the section where the date\time field was added. Open this...MoreLess

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Hi All,

Is there any ready-made solution to handle snapshots of sales transaction (like Opportunities and related product data) which should be "freezed" (eg. on demand or recurrently) in case to analyze/compare them in the future ?

Regards,

Marcin Kott

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Hello Marcin, 

Unfortunately, there is no basic option to "freeze" the information in the CRM system for further comparison.&nbs...MoreLess

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