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.

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Greetings!

 

This error occurs because you are using an object from the *UsrCrt* package on a page that belongs to another package. 

Since the package is lower in the hierarchy than the *UsrCrt* package, you are encountering a cyclic dependency error. 

To resolve this issue, you need to move the schema to the correct package.
 

Alternatively, you can restructure the package dependencies to ensure that the schemas are accessible.
 

You can find more details in the article:

https://academy.creatio.com/docs/8.x/no-code-customization/customization-tools/app-management/cyclic-connection-chains
 

Best regards, 
Orkhan

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Hello everyone!

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?

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Hello,

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.

Best regards,
Malika

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. 

Malika,

I am using freedom ui pages

Zulaykho,

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. 

More detailed instructions: https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/platform-customization/interface-control-tools/existing-feature/overview
 

When you go to the features section, you will need to search for DisableSaveToProfileSelectedTabIndex, open the record, and uncheck "enable" checkbox.

Malika,

Thank you a lot Malika, for your response.
But it is already unchecked, what can i do ?

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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.

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And also, when the filter is cleaerd the list should again be empty as there is no filter applied

Zulaykho,

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);
               }
	}
}

Best regards,

Anhelina!

Anhelina,

Thank you a lot for your response! 

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Hi 

 

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!

Please refer a Screen Shot : 



 

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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

Ryan

Hi Ryan

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?

Daniel Poveda,


Hello,
 

1. Please make sure you are using the correct parameters for the Google mail server.

  1. 2. Ensure that the web server of the application and the Email listener server have access to the Gmail server.
     

    3. If you're using a local environment, please verify that the microservice is properly deployed and configured.
     

    4. More information regarding the authorization error can be found in the logs of the application and microservice when attempting to add the mailbox.
     

    5. If you are using the site in the Cloud and the mail service parameters are correct, please contact our support for further analysis. (Support@creatio.com)
     

Thank you for reaching out!

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Link to object shows link to DEV environment how to fix

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Hello,

 

Thank you for your question. We are asking you to kindly elaborate more on the issue. A brief step-by-step instruction would be much appreciated.

 

Best regards,

Anastasiia

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Hi,

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.

How to avoid this duplicates Lead creation?

 

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Hello Angel,



It is difficult to give an exact answer, but you can try the following approach.



Try to add a search for similar leads to the process of creating leads from the business process.



You can add conditional flows that will check duplicates in the system under certain conditions and direct the process to the appropriate branch.



Best regards,

Bogdan

Bogdan,

 yes we have planned to use conditional flows to check the lead email Id if it is same merge the records or kept them as it is. Thank you Bogdan

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