Studio_Creatio_enterprise_edition

Question

Ricardo Bigio

14:29 Jun 30, 2020

Is there a version if FastReport Designer for MacOs ? If not, how is it possible to work with Reports on MacOs ?

3 comments

Roman Brown

23:38 Jun 30, 2020

Hello Ricardo,

Unfortunately, as it is stated in this academy article: https://academy.creatio.com/documents/technic-sdk/7-16/setting-reports-creatio

The following components are required:

Windows OS.
64-bit Microsoft .Net Framework 4.7.2.

However, we will notify the responsible team so they will check the possibilities of adding or replacing this functionality in further releases so it will became available to work with on iOS.

Kind regards,

Roman

Grigoriy

11:05 Jul 01, 2020

See this article: 5 Ways to Run Windows Software on a Mac

Federico Buffa 🧐

12:06 Aug 19, 2021

Roman Brown,

Would be nice as well some alternative for linux :)

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Question

Studio_Creatio_enterprise_edition

Zoom Meeting connector, create from a Process

Julio.Falcon_Nodos

19:36 Jun 15, 2020

Hello,

I want to enable a "Completed & Follow" status en activities, in the process to treat this activity status I want to enable the possibility to create a Zoom meeting in case of, but on the Activity table i didn't found the "Create Zoom Meeting" field, how can I did it?

I found a "Zoom Meeting" but have no idea how to complete it, and didn't found how to relate with Activity table.

Thanks in advance

4 comments

Best reply

S.Kobizka

18:53 Jun 17, 2020

Hello Julio,

We recommend you to log out and log back in the application after you add the 'ZoomIntegration' package to the dependencies.

The 'Create Zoom Meeting' field should become available for the 'Activity' table in the 'Add data' process element after you do this.

Hope this helps.

S.Kobizka

16:42 Jun 16, 2020

Hi Julio,

Are you trying to configure your business process in the "Custom" package or any other?

Julio.Falcon_Nodos

16:57 Jun 16, 2020

Hello S.Kobizka,

In another Package, I add the ZoomIntegration package to the dependencies, see at http://prntscr.com/t0snjq

S.Kobizka

18:53 Jun 17, 2020

Hope this helps.

Julio.Falcon_Nodos

20:10 Jun 17, 2020

S.Kobizka,

Thanks, now works, I'm sure I will logout & login and also clear the cache, but today I did it again and have the field, thank you very much!

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Question

7.16

Studio_Creatio_enterprise_edition

Survey questions don't pop up in mobile app (Field Survey Application)

Alex Parkhomchuk

18:26 May 12, 2020

I'm using this app https://marketplace.creatio.com/app/field-surveys-creatio

I've created a questionnaire https://prnt.sc/sffjnq and I've added this step to Field visit rule https://prnt.sc/sffkeq

On mobile app I see this extra step, new records appear in section Surveys, but in mobile app (iOS) screens with questions don't pop up like on this screenshot https://prnt.sc/sfflkh 

Any suggestions?

2 comments

Irina Lazorenko

16:59 May 13, 2020

Hi Alex,

please specify a version of the Creatio mobile app to reproduce the issue.

Alex Parkhomchuk

17:41 May 13, 2020

After I reinstalled the package on the other instance it works fine. Thanks

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Question

SMS

Mobile app

7.15

Studio_Creatio_enterprise_edition

Capturing SMS Text

Heather Mahley

03:10 Apr 16, 2020

Hi Creatio Community!

We are looking for an add on for capturing MSM texts with our customers. We don't need to send out Mass Text messages. We would just like to be able to easily log the text messages as an activity in Creatio. I have looked through some add ons already and you have to pay per message. Is there an easier way to do this? Or what add ons have you used?

1 comments

Dean Parrett

05:20 Apr 16, 2020

Hello,

Here is the SMS extension that usually used for sending single SMS messages:

https://marketplace.creatio.com/app/infobip-connector

It also has the option to record the sending instances on the activity detail.

Regards,

Dean

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Question

Studio_Creatio_enterprise_edition

How to create a process which will take input, filter out records and export data accordingly ?

RAMNATH SHARMA

14:05 Apr 10, 2020

Creatio CRM has the feature of exporting data by filtering some records. Then we can export the data using the export to excel option.

However, for customers(end user) it may be confusing to apply multiple filters.

In this case lets suppose I only want to apply filter to only 2 fields.

So I want to create a process which will ask user to input values for those 2 filters. After that process will automatically generate a excel file which have all the records filtered according to the 2 filters input values.

Is this possible to do so?

I tried to create process but how to export data I can not figure out.

4 comments

Oleg Drobina

14:26 Apr 10, 2020

Hello Ramnath,

It is better to use a standard scenario of specifying the filter and exporting records using the "Export to excel" action in the section. If you could create a script-task that could trigger the "ReportService" service and "GetExportToExcelKey" method inside this service based on the filtering parameters than this process could be executed. But we have no examples of this logic implementations so you need to look through the "GetExportToExcelKey" method and test it on your side.

Best regards,

Oscar

RAMNATH SHARMA

15:03 Apr 10, 2020

Hey Oscar,

I have very less development experience on Creatio Platform so I can't think I can develop scripts right now.

Rather I came up with another solution - Dynamic folder with access rights. So user will have access to the dynamic folder where they can filter record according to two fields. But I am unsure if giving them edit access may result in modifying the filter parameters.

For example I want to find all the records that were created in between a period - I can create a dynamic folder with two fields -

(Created on > date_1 and Created on <date_2)

But having access to edit dynamic folder, the customer can also modify Created on parameter to modified on.

Oleg Drobina

15:17 Apr 10, 2020

RAMNATH SHARMA,

They cannot modify the Created On value of the record (since we are discussing the Created On column for records not for the folder itself (by the way they cannot modify Created On for folders as well)).

Yes, the client can modify the parameter itself (replace Created On with Modified On), but the client needs to understand that he/she shouldn't do it. By the way the client can create such a filter on their own (the possibility of advanced filters was developed for such proposes). Why there should be a process that should do this? It is easier to do it manually than via a process.

Also you can remove edit access rights for all users in the system using the "Change access rights" process element. As a result the client will see the folder, but won't be able to modify it.

Best regards,

Oscar

RAMNATH SHARMA

06:16 Apr 11, 2020

Oscar,

I thought of making the the process of exporting data easily with one click. That's why I wanted to see if it's possible with process.

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Question

OrderByDesc

7.15

Studio_Creatio_enterprise_edition

Please explain how to get OrderbyDesc("CreatedOn")

Sekhar

09:53 Mar 16, 2020

Dear Team,

The below code is in script task .Using "Terrasoft.OrderDirection.DESC" in the below code i getting errors.Please tell me how to get the order by column desc.

var fileId = Get("FileId");

var toaddress= Get("toAddress");

       Stream FileA = null;

       string Fname = "";

       var entitySchemaManager = UserConnection.EntitySchemaManager;

       var entitySchemaQuery = new EntitySchemaQuery(entitySchemaManager, "UsrOfferManagerFile");

       var fileDataColumnName = entitySchemaQuery.AddColumn("Data").Name;

       var fileName = entitySchemaQuery.AddColumn("Name").Name;

       entitySchemaQuery.Filters.Add(entitySchemaQuery.CreateFilterWithParameters(FilterComparisonType.Equal,"UsrOfferManager", fileId));

       var collection = entitySchemaQuery.GetEntityCollection(UserConnection);

       foreach(var ent in collection) {

              FileA = ent.GetStreamValue("Data");

               Fname = ent.GetTypedColumnValue("Name");

               break;

               }

   try {

               MailMessage mail = new MailMessage();

               mail.From = new MailAddress("rpocomm@tmie2e.com");

               mail.To.Add(new MailAddress(toaddress));

               mail.Bcc.Add(new MailAddress("chandanak@tmie2e.com"));

               mail.Subject = "Offer Letter";

               //mail.Body = body;

               mail.IsBodyHtml = true;

               SmtpClient client = new SmtpClient();

               client.Host = "210.18.64.237";

               client.Port = 6676;

    if (FileA != null)

        {

                   mail.Attachments.Add(new System.Net.Mail.Attachment(FileA, Fname));

        }

               client.EnableSsl = false;

               client.Credentials = new NetworkCredential("rpocomm","rpocomm#2018");

               client.DeliveryMethod = SmtpDeliveryMethod.Network;

               client.Send(mail);

               mail.Dispose();

           }

           catch(Exception e) {

               throw new Exception("Mail.Send: " + e.Message);

           }

return true;

Regards,

Sekhar.

1 comments

Alina Kazmirchuk

10:44 Mar 16, 2020

Terrasoft.OrderDirection.DESC is used for ordering records only in the client esq. The issue occurs because in script task the server esq is used. Please find the example of ordering records in the server esq in the article by the link below:

https://community.creatio.com/articles/how-sort-records-date-modification-entityschemaquery

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Question

data binding

7.15

Studio_Creatio_enterprise_edition

Binding the default section view

Jonas Van der Aa

12:55 Mar 11, 2020

What object do I have to bind to bind the default section view for a custom section to my package?

1 comments

Dean Parrett

13:26 Mar 19, 2020

Dear Jonas,

It is not possible to bind 'Default section view' since there is such option. If you need to bind the columns settings of the section, you can use SysProfileData object. Here is a simple guide in different community post:

https://community.creatio.com/articles/how-bind-column-setup-without-glbdatabinding-package

Regards,

Dean

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Question

Studio_Creatio_enterprise_edition

Error while enabling debug mode on in browser's console

RAMNATH SHARMA

20:11 Mar 04, 2020

I am trying to edit account page to add a new tab but that was not successful.

So I deleted the replacing object created for account section with replacing scheme.

Now the account section page opens perfectly fine when debug mode is off in console. But when I turn it on, it crashes the page and given me the following error.

Can someone please help me, why is there any error in first place only when I turn on debug mode in console?

2 comments

Oleg Drobina

16:53 Mar 09, 2020

Hello Ramnath,

It is hard to say why could this issue occur, but you can try fixing this error by going to configurations and re-saving AccountPage schema (please also note that in case you have several account edit page schemas (like UsrAccount1Page, UsrAccount2Page and so on)) and you need to re-save content of all those schemas (by clicking on "Save" button at the top left corner of schema editor https://prnt.sc/rdrops). Once done please relogin to the application and try to open edit page once again

Best regards,

Oscar

RAMNATH SHARMA

14:49 Apr 10, 2020

Oscar Dylan,

I was trying to build it on trial environment. I could not apply the steps you mentioned because it expired by the time.

But thanks for helping.

Ram

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Question

7.15

Studio_Creatio_enterprise_edition

add new activity requesting that a preconfigured page is completed by the user

Ricardo Bigio

03:03 Feb 22, 2020

In a process, I need to add a new activity, requesting that the target contact fills in a preconfigured page. When the activity is completed, the process will then resume with the data entered by the contact. Is it possible ???

7 comments

Angela Reyes

11:31 Feb 22, 2020

Dear Ricardo,

You can use user actions for this purpose. Use the "preconfigured page" element and use its parameters in next elements: https://academy.creatio.com/documents/technic-bpms/7-15/process-parameters#XREF_21532_Using_process

Ricardo Bigio

18:09 Feb 22, 2020

Angela Reyes,

Thanks for your reply. The problem is that I need to use the "pre-configured page" process element, and unfortunately it does not create an activity for the target user, just as the "user dialog" and the "perform task" elements do. It only creates a task notification on the right panel. So, if the user misses the right panel task notification (or deletes it) the process will never resume.

Angela Reyes

12:14 Feb 26, 2020

Ricardo Bigio,

You can force the page to pop up and then ask the user to fill it in. You can also use "and" gateway to create task and page and then wait for both of them to complete

Ricardo Bigio

22:14 Feb 27, 2020

Angela Reyes,

That is exactly what I did (use the pre-configured page and the "and" gateway). The problem is that once the user deletes the notification on the right panel the pre-configured page cannot be reached via the task, am I right ? If so, The process will never resume even if the user updates the task to "completed"...

Angela Reyes

22:44 Feb 27, 2020

Ricardo Bigio,

How are users deleting the notification?

Ricardo Bigio

23:32 Feb 27, 2020

Angela Reyes,

The users are not expected to do so, but as the task on the right panel shows the thrash basket, they can delete the pre-configured page task notification... besides, I would like to allow the users to monitor their tasks via the activities section, not via the right panel. The right panel can be full of other notifications, making it easy for the user to miss one of the pre-configured page tasks notifications. The solution using the "and" gateway helps, but it still requires that the user searches for the missed pre-configured page task notification on the right panel, as there is no link between the created user task and the pre-configured page task notification...

Angela Reyes

21:35 Feb 28, 2020

Ricardo Bigio,

Then you can use only activity and connect it to record that must be changed. You can create a task with a title like "Fill in the field"

There is no other way, pre-configured pages and tasks are different objects.

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