Hi Tuan,
 

Thank you for reaching out.
 

1. Unfortunately, you cannot currently override the call action in Freedom UI. The only possible way is to create your own Telephony integration.
 

2. You can find the main concepts and architecture of Creatio’s CTI model in the following documentation:
https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/platform-customization/classic-ui/telephony-integration/overview
​​​​​​​

There are unfortunately no detailed step-by-step guides for implementing custom telephony providers. This is due to the high variability of external APIs and the level of customization required for each provider. We typically recommend reviewing existing provider implementations and using the Academy materials as a foundation.

Eduard Dovydovskyi,

Hi. Thanks for answering. 

Overriding by writing my own provider is something that I have recently found out. It could work for me.

I did make some implementations with it, but I encountered a new problem when changing the default message provider to my own. The issue is that clicking the phone number on contact page or list instead of invoking the makeCall method in the i guess CTI model and then provider it handles it as a tel:phoneNumber with default implementation and force me to use external appliation. Somehow the CTI Model does not invoke makeCall to then invoke makeCall on provider side. The init method does not even run with my provider.

I want to also mention that the code for my provider was copied 1:1 from VirtualCTIProvider. Just changed the define string to my own.

For on prem environemnt instead of getting the dialog, I get nothing. The link does not even work.

Do you have any idea how can i solve that? I'm almost done with the solution and that's should be my last obstacle.

Same issue is with third party providers. I'm not sure if it has something to do with licensing, but init runs normally, i get the log in the console, but the click on phone number still opens the external app modal/dialog. 

Hi Tuan,

You need to check if Telephony is enabled. To do so you need to:

1. Go to System settings in the System setup block, open the "Default messages exchange library" ("SysMsgLib" code) system setting and check if the default value is set.
 

2. Open the user profile page, e. g., by clicking Your profile on the Creatio homepage.

3. Open Additional settings

4. Open Call Center parameters setup

5. Check if "Disable Call Center integration" is unchecked and press the Save button. In the User profile press the Save button again.

This should enable Telephony. Hope it helps

Eduard Dovydovskyi,

Thanks for advice, but still it's not working. I had that option already set to enable. However I made some changes to my solution and it works better now. I still cannot click on phone number and invoke makeCall method, still I get the external dialog. Now it might have something to do with license operation which I don't really know how to set and where.

Everything will work fine if I use Webitel license, but I don't think that should be solution to the license issue.

Tuan,

Please register this issue for our support team directly via support@creatio.com so we could investigate it properly.

Hello, 

Creatio does have the capability to integrate with external technologies like SmartPDF or Adobe Acrobat. This can be achieved through custom development or by leveraging existing tools and applications available in the Creatio Marketplace.

For your specific use case of extracting data from fillable forms and mapping it to Creatio fields, here are some options:

1. Custom Integration: You can use Creatio's REST or SOAP API to integrate with Adobe Acrobat or SmartPDF. This would involve developing a custom solution to extract data from the forms and map it to the corresponding fields in Creatio.

https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/architecture/development-in-creatio/integrations

https://academy.creatio.com/docs/8.x/no-code-customization/base-integrations/web-services/set-up-the-soap-web-service-integration

https://academy.creatio.com/docs/8.x/no-code-customization/base-integra…

2. Marketplace Applications: (https://marketplace.creatio.com/) Creatio Marketplace offers various add-ons and connectors that might already provide similar functionality. You can explore the Marketplace to find tools that align with your requirements.

3. Business Process Automation: Creatio's no-code/low-code tools can be used to create workflows that process the extracted data and populate the fields in the system.

Thank you for reaching out! 

There is nothing out of the box that does this that I am aware of. I would suggest creating a module, the module would be responsible for:

1. Retrieving the values from the query string
2. Opening the page in add mode and pass the default values

The module will be the piece in-between. You'll actually open the link to the module, not the case page and pass querystring values to it, like this:

[Creatio URL]/0/Shell#UsrMyModuleName?someField=SomeValue&otherField=Other

See more about creating a module like this here: https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/8.1/front-end-development/classic-ui/modules/module-types/examples/create-a-standard-module 

Then, it would retrieve the values and open the page for add mode and pass default values, see: https://customerfx.com/article/opening-an-edit-page-to-add-or-edit-a-record-via-code-in-a-creatio-freedom-ui-page/

Alternatively, you could add some code into the add page for case, to retrieve the values from the query string if the page is in add mode, but that adds a lot of extra stuff to the case page and the module might be a cleaner approach.

Ryan

Hello, 

Please contact our support team directly at support@creatio.com so we could properly analyze your request.

The reason why this isn't working is because FileService/GetFile requires authentication to read. This is not an anonymous endpoint. The receiver of this, where ever you're sending this URL of the document to, is actually getting a 401 Unauthorized. 

You'd have to either go the route of sending the base64 of the file, or expose an anonymous service in Creatio to provide the file to the other service.

Ryan

Ryan Farley,

Thank you, can you explain me please how can I convert the file to base64 please, I had see some examples but I not sure if I can do it using a script task in a business process or a source code 

Laura Jurado,

The code would look something like this (not tested, but this should get you started). For this, I have two process params, one a uniqueidentifier AccountFileId (an Id of an account file) and second an unlimited text AccountFileBase64. The script task would look something like this:

var fileId = Get<Guid>("AccountFileId");
 
var entity = UserConnection.EntitySchemaManager.GetInstanceByName("AccountFile").CreateEntity(UserConnection);
if (entity.FetchFromDB(fileId))
{
    var base64FileData = Convert.ToBase64String(entity.GetBytesValue("Data"));
    Set("AccountFileBase64", base64FileData);
}

Ryan

Ryan Farley,

Thank you very much. It helped me a lot 

Hello,

As for now, there is no such functionality. We have already registered the idea for our R&D team to implement this functionality in further releases.
We will assign your case to this project to increase its priority.

Thank you for choosing Creatio!

Hello,

You can inspect the Account address detail as an example of integration with OpenStreetMaps in the system and Field Force application as an example of maps functionality on mobile apps.

Bogdan,

can you explain more please ?

developer,

You can find information in these posts:

https://community.creatio.com/questions/account-address-map-mobile-appl…

https://community.creatio.com/questions/maps-mobile-application

Bogdan,

these posts are using maps from outside creatio , in my case i want the map view integrated within creatio map 

Hi Damien,

If I understood your question correctly, I recommend you look at this discussion.

As described there, the most suitable solution, in this case, is a business process.