I am trying to convert a lead in to a opportunity based on a field value.Below is the workflow i have configured. But it is showing an error upon saving. can someone explain me easily what this is and how to fix this issue.
When a user first opens record's form page (the form page consists of a number of tabs), the user is not able to see any tab open, whenever he selects any tab and leaves the page, and then reopens the form page then the previously selected tab is opened. How can we spesify a default tab that user should see when he opens a form page?
You can disable the feature: DisableSaveToProfileSelectedTabIndex, which is responsible for opening the last tab when entering the page, but if you disable it, the first tab should be opened when entering the page, not the last one that was opened.
Hello, Malika Thank you for your response. Could you please tell me more about how I can do the solution you have suggested? I tried to change the code of cliend module, but didn't work as expected.
You don't need to change anything in the code, you can disable the feature through the system UI. To do this, use the link: https://mycreatio.com/0/Flags, but instead of "mycreatio", it should be the name of your site.
I have a list page, and its data source is a spesefic object we have created. above the list table there is a search element. What i want is when there is no filter applied the list table should be empty and, when any filter is applied then it should show only the matching resluts. How can i achieve this? What now happening is it is showing all of the existing records, but when i wanted to set up a business rule I could not find any option to access search element.
Clear the list isn't an easy task and needs a development team to be involved. Instead, you can prevent the list load by showing the Error message to the customer:
{
request:"crt.SearchFilterColumnsGroupsRequest",
handler: async (request, next)=>{const searchValueLenIsZero = request?.value?.length==0;const isEmptySearchValue = request?.value?.trim().length==0;if(searchValueLenIsZero || isEmptySearchValue){
Terrasoft.showErrorMessage("There is no filter");}else{
await next?.handle(request);}}}
I'm currently using the trial version of Sales Creatio in Chrome and would like to integrate Gmail for better email management. Could someone guide me through the steps or provide tips on how to successfully integrate Gmail with Creatio? Any insights on best practices or potential pitfalls to watch out for would be greatly appreciated!
In order to add a gmail account you need to create an app specific password (which means you'll also need 2 factor authentication enabled in gmail also). Then, when adding the gmail account in Creatio you'll provide the app specific password instead of your real one. See https://support.google.com/mail/answer/185833?hl=en
Despite already using an app-specific password, I'm still encountering errors when trying to integrate Gmail with Creatio. What steps should I take to resolve this issue?
Please let us know where to stored the user entered records are stored in Creatio in the backend.
For example:
The user entered records in Stage A, once the Stage A is completed it will move to next Stage B then where to find the previous Stage A user entered records.
I have a Business Process that creates Leads based on incoming mails. The scenario that creates a problem is- Person- X recommends person- Y and sends a recommendation mail. Now receiving this Mail the BP creates a new Lead. Meanwhile person-Y sends a mail describing His needs, following which the BP gets triggered and creates a new Lead for this mail. Currently both the mail refers to Person-Y, and 2 leads are created for Person-Y. I need to avoid this duplicate Lead creation. I tried to use "Setup duplicate rules" option, but both mails have different names and email ID.
