Hello 

Thank you for your request regarding the creation of a CRM with custom pages and data lists.

To help you with this, we recommend following the official Creatio Academy guide, which provides a detailed step-by-step walkthrough on how to create a custom section and list page within your application. This guide covers all necessary steps, including adding custom data and configuring the user interface.

You can access the instructions at the following link:
🔗 Creating custom sections and list pages in Creatio

Should you need any further assistance or have specific questions during the setup process, please don’t hesitate to reach out.

The prefix is stored in a system setting. Search in system settings for prefix. 

Hi Mariam,

Please go through the articles for Word Printable.

https://academy.creatio.com/docs/user/customization_tools/print_ready_reports/install_the_plugin/install_creatio_plug-in_for_ms_word 

This one for PDF use this connector for print PDF.

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

Thanks Kumar, could you please also help with the template creation which then should be printed?

Good day,

The issue you're encountering is related to the number of records being passed to the subprocess. Here are some suggestions for resolving this situation:

1. Add or adjust recursion trigger conditions:
   - For instance, if the trigger is based on changes to the `Contact.Age` field, consider adding a condition to ensure the age is not empty before initiating recursion.

2. Redesign the process to avoid recursion:
   - Replace recursion with iteration: Instead of processing records one by one with recursion, you can read and process multiple records in a sequential manner, ensuring that you do not handle a new record until the current one is fully processed.
   - Consolidate changes into a single process: Rather than reacting to various changes across different processes, use one process to handle all necessary changes at once. For example, initiate triggers in a single business process (BP) with all modifications related to a specific entity, which helps in minimizing and managing recursion more effectively.

It is crucial to first review the process logic with the above suggestions, as increasing the `MaximumBackgroundRecursionDepth` parameter could lead to application performance issues, such as slowing down or exhausting server memory, which might result in application restarts or stops.

In your system, the `MaximumBackgroundRecursionDepth` parameter is currently set to 100 (default is 100). The issue arises when the number of subprocess calls exceeds this value.

To address this problem, you may need to increase the `MaximumBackgroundRecursionDepth` parameter to accommodate all records, rather than only the initial 100.

Regards,
Orkhan

You need to have some way to determine the source of a record, so if the record came from the other object, you don't send it back again. 

For records added in "Data App", you'd flag those as coming from "Data App" when adding in "Info App", so the process that syncs from "Info App" back to "Data App" knows to exclude it from sending back to "Data App", etc.

If the records need to sync updates as well, you'd want to store the original record's Id value so you know where to update. You could then use the column storing the Id to know to exclude sending it back to add.

Ryan

Hello, 

This error in the business process can occur for the following reasons:
 

1. The mail indicated in the "To" field is not correctly configured on the environment and does not work
 

2. If the mail is not specified directly from the window and is filled in when reading the data in other elements, it is possible that this field remains empty and you receive the corresponding error
 

3. The user whose mail is read does not have registered mailboxes, or the user who starts the process does not have access rights to this mailbox (accordingly, the element returns an empty Id)
 

In general, this problem consists of incorrect filling of the "To" field, so we recommend reviewing the logic of your process and making sure that the field is filled correctly.

Thank's for your reply.
 

At the moment, the Business Process is very simple. It just have two elements, the initial Signal and the Send email.

Follows the pictures with the actual configs, that i think it should be all correct.

In this case, I recommend checking the system settings and mail operation, which is filled in the system settings. For example, if you transferred a system setting from another environment, its value may contain mail with an incorrect id or be empty.

Hi Halyna,

I checked the System Setting and it was missing the email address on the default field.

Many thanks for your help.

I have the same question, especially with one instance having a compile time of 10 minutes.

There is some documentation on using external IDEs here External IDEs | Creatio Academy.

The following looks interesting, but I'm not sure if a local Creatio instance is required:

Develop C# code in a custom project | Creatio Academy

Develop C# code in a custom project | Creatio Academy / Write C# code for Creatio in the cloud

If you turn on the option in your package for it to compile to it's own assembly then it should take less time since it's only compiling your package and not the entire system.

Other than that, developing externally using tools such as clio would speed the process up. 

Some of scripts that are used in many processes can be transformed into User task

Some best practices documentation videos, updated / new e-learning courses would be great in order to maximise the development in nocode and in code with Creatio  (video courses which can also show how to maximize the use of different tools like clio etc...) the amount of information at the moment is still disparate and super light. 

To build an assembly the Terrasoft libraries are needed.  A local Creatio install would be needed (unless there is some other way).

Gareth Osler,

You can add the Creatio NuGet package to your local Visual Studio project for the Creatio/Terrasoft references also (without a local install). https://www.nuget.org/packages/CreatioSDK

Ryan

Ryan Farley,

Following the instructions from Write C# code for Creatio in the cloud I'm getting the following error running Executor.exe

.\Executor.exe

Unhandled Exception: System.Net.CookieException: The 'Value'='Lax,.ASPXAUTH' part of the cookie is invalid.
   at System.Net.Cookie.VerifySetDefaults(CookieVariant variant, Uri uri, Boolean isLocalDomain, String localDomain, Boolean set_default, Boolean isThrow)
   at System.Net.CookieContainer.Add(Uri uri, Cookie cookie)
   at Executor.Program.TryLogin(String userName, String userPassword, String authServiceUri)
   at Executor.Program.Login()
   at Executor.Program.Main(String[] args)

The instructions are essentially to build an assembly locally and then I think upload it to the cloud instance using Executor.exe.  It looks as though it is not able to log in to the cloud instance due to an invalid cookie value.  I can't think of  a way round that.

[Edit] Apart from upload the assembly manually, would only take a few seconds!

[Edit] Could clio CI/CD be used to automate deployment?

Hello!

To find information, you can read the data from SysProcessData, more information which contains the interrelationship between the process instance and the subprocess, the relationship to the process scheme, the relationship to the process scheme element if the instance is a subprocess, and the current status of the process instance. Also, the internal state of the process is a snapshot of the values of the parameters at times when the process elements are executed.

Also, this article could be useful:

https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/development-tools/external-ides/examples/develop-c-sharp-code-in-a-custom-project

Kyrylo Atamanenko,

Thanks for an answer. But to read all those information I need to know Id of an element being executed. For example in Classic UI it is obtained like 

this. 

const processElementUId = this.get("ProcessData").procElUId;

And the question is there analogue in Freeom UI page?

Hello!

In system settings search for:

Prefix for schemas and package name

SchemaNamePrefix

More detailed information about new section creation can be found in this article: https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/getting-started/first-app/develop-application/create-a-new-section

Another article, that can be useful for you is how to create the custom package:

https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/development-tools/packages/create-a-package

Thank you for being an active part of the Creatio community!

Hello!

The error message you're receiving, "UsrSalesInfo violates foreign key constraints," indicates that there is a problem with a foreign key constraint in your database. Foreign key constraints are rules that enforce referential integrity between tables.

The code "FKEJfjpa4vcAfSKimC9hWFxF6Gxm8" you mentioned is a reference to the specific foreign key constraint that's causing the error. It's an automatically generated name for the constraint, commonly used by database management systems.

To find out which table is affected by the foreign key constraint violation, you can query the system tables or views provided by your database management system.

An example of a possible script for this task: 

SELECT

    name,

    OBJECT_NAME(parent_object_id) AS referencing_table,

    OBJECT_NAME(referenced_object_id) AS referenced_table

FROM

    sys.foreign_keys

WHERE

    name = 'FKEJfjpa4vcAfSKimC9hWFxF6Gxm8';

 

Hope this helps!