Please help!

Thanks

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Hello Chani,

 

Please check this Marketplace solution. I believe it has the exact functionality you are looking for.

 

Best regards,

Bogdan 

Bogdan,

Thank you but I guess I wasn't clear.

I don't need to attach attachments to the email, I just need to connect the email to the contacts that get it. So I'll be able to go to the contact in Creatio and find the email through the history tab.

Chani Karel,

 

Unfortunately, it's not possible to implement using out-of-the-box functionality



Best regards,

Bogdan

Hi Chani Karel,

I think what you want is a default feature in the "Send email" element since 7.18.2.

1. If you select the sent method as "Send email automatically", check the checkbox "Create activity".

 

2. The "Email Connections" will show after step one. Click on the "+" sign and depend on situation add your section you would like to connect this email.

 

In step 2, you do not have all the sections you can connect. But for contact it should be in your list already.

 

Once you configured these steps, after the email has been sent, you should be able to see them from history tab.

 

Hopefully, this will resolve your problem.

 

regards,

 

Cheng Gong

Cheng Gong,

Thank you so much!

It's is a default feature. I just didn't know where to look in the contact emails.

 

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Good afternoon,

 

We are trying to tackle a problem wherein we have a table of requirements or criteria that we want to reference to determine eligibility for something else. In order to accomplish this we decided to have the table store two text values: one the script that we want to run for that specific requirement, and two the error response if the script element in question returns false.

 

In order to test and figure out how to implement we created a record in the table and stored a simple script as text on it:

 

var TestBool = false;
 
if(TestBool)
{
Set("Parameter1", true);
}
else
{
Set("Parameter1", false);
}

 

We can pass this text into a Script Element as a string - but have no idea how evaluate it as a method or function from that point (apologies if I am using the wrong terminology, low-code only so I'm stretching a bit here to try and accomplish this.)

 

Can anyone advise how I would take this string and evaluate/execute it as a script element?

 

Thanks so much for your help!

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Hi Gary

 

You can do Dynamic Code Execution using Compiler Scripting:

https://itnext.io/getting-start-with-roslyn-c-scripting-api-d2ea10338d2b



I hope that helps!

 

Hi Gary

 

You can do Dynamic Code Execution using Compiler Scripting:

https://itnext.io/getting-start-with-roslyn-c-scripting-api-d2ea10338d2b



I hope that helps!

 

Mohamed Ouederni,

 

Thanks for this splendid tip! 

 

Mohamed Ouederni,

Thank you for the help, we will check out this article and see if we can put it into practice !

Mohamed Ouederni,

 

We have been trying to work out how to use this "Microsoft.CodeAnalysis.CSharp.Scripting" inside of the script element in the process editor, any pointers you could share?

Gary Amoe,



This article may help you with your implementation: 

https://joshvarty.com/2015/10/15/learn-roslyn-now-part-14-intro-to-the-…



You can use CSharpScript.RunAsync method to run the script and get variable values after the execution.

var state = CSharpScript.RunAsync(@"int x = 5; int y = 3; int z = x + y;""");
ScriptVariable x = state.Variables["x"];
ScriptVariable y = state.Variables["y"];
 
Console.Write($"{x.Name} : {x.Value} : {x.Type} "); // x : 5
Console.Write($"{y.Name} : {y.Value} : {y.Type} "); // y : 3

 

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Hi Community!

 

I try to start a business process when a contact is added to a static folder.

I selected the object 'Contact in Folder' and the action 'record added' and also a condition to the folders' name but the business process doesn't start.

I also tried setting and clearing the 'run in background' flag, but without success.

 

What am I missing here?

Is the 'Contact in Folder' object one that doesn't throw signals? Is there a list of objects that throw signals?

 

Thanks and BR,

Robert

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Hi Robert, 

 

Such implementation of a business process uses InsertQuery directly into the database, instead of the InsertQuery class.

 

We've performed some out-of-the box tests and realized that this object really doesn't throw signals.

 

We don't have such list with objects, but this issue will be definitely passed to our Core R&D team as a problem/idea, which will be solved in next releases. 

 

Thanks for that question and magnificent idea for further releases. 

 

Best Regards, 

 

Bogdan L. 

 

Hi Robert, 

 

Such implementation of a business process uses InsertQuery directly into the database, instead of the InsertQuery class.

 

We've performed some out-of-the box tests and realized that this object really doesn't throw signals.

 

We don't have such list with objects, but this issue will be definitely passed to our Core R&D team as a problem/idea, which will be solved in next releases. 

 

Thanks for that question and magnificent idea for further releases. 

 

Best Regards, 

 

Bogdan L. 

 

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Hi Team,

 

We are trying to add new detail in a lead and post the lead is converted to opportunity, have written process to copy the values added in the lead detail to the created opportunity detail. The process is completed and there is no error and the value gets inserted into the DB but in the UI [filed] the value is empty/doesn't show up

 

Steps :

Created a new detail in the lead and have values of data type : date, float, integer.

 

Similar detail is created in opportunity also

 

In the lead, have filled the values for all the three data types and after converting the lead to opportunity.

Have written a process to map the detail value from lead to opportunity detail

Verified the DB, post the data insertion part. All the datatype value is correctly inserted.

 

But in the opportunity section, when we open the detail.  Values for data type float, integer is available but the value for date is missing?

 

Create instance being used is 7.15.1

Question : What could be the reason that a date value is present in the DB but doesn’t show up in the UI/front end.

Note : In both details, the data type is “Date” only

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Hi Amritha, 



Such scenario works properly on newer OOB version of the application. 

Please check if there are any errors in the developers console when opening the page. 

I'd recommend you to update the application to the newest version. 

If the issue persists or the update is not an option for you please contact us at  support@creatio.com and provide us with access/ copy of the DB. 



Best regards,

Yurii

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Hello,



Does anybody know if is it possible to activate/deactivate follow the feed using boolean field in a mask?



Thank you in advance!

Marijana

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Hello Marijana,

 

Can you please provide any screenshots or a description of the task you need to achieve?

 

Best regards,

Oscar

Oscar Dylan,

Hi Oscar,

 

I will attach a screenshot.

So my task is that when I check the boolean field "relevant", follow the feed need to be automatically activated, and when I uncheck the field "relevant", unfollow the feed need to be automatically activated. If you need more clarification please tell me.

Thank you!



Kind regards,

Marijana

Oscar Dylan,

Hello again Oscar, 

 

I find a solution and it works. It turns out one small process solves my problem. :) 

 

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Hey community,

 

I've created a business process that puts the email in a contact object in lowercase. There are 2 signals, one when a contact is created and one when an email is updated.

 

When any user creates a contact, the business process runs and puts the email in lowercase.

 

If someone other than me updates an email, for unknown reasons, the business process don't run. If I am the one updating the email, the business process runs.

 

I've created many business processes and this is the only one that does that.

 

This is not a problem in the business process itself, as it works fine when I update an email.

 

The launch rights are the same as for all my other business processes.

 

I have admin rights on Creatio (I don't use the supervisor account, I have my own account with admin rights). Even if another admin updates the email address of a contact, the business process don't run.

 

Do you have any clues as to what is happening, why it is happening and how I can solve this problem?

 

Please feel free to ask for more details or screenshots if necessary.

 

EDIT :

I'm trying to update the email by editing the ContactPageV2 and the ContactMiniPageV2 directly. Here is my code but I can'tt find a way to make it work..

 

define("ContactPageV2", ["MultiChoiceMixin", "css!ClientUnit_MTF_ContactCustomCSS"], function() {
	return {
		entitySchemaName: "Contact",
		attributes: {
			"UsrInterests": {
				"dataValueType": Terrasoft.DataValueType.LOOKUP
			},
			"Email": {
				dependencies: [{
					columns: [],
					methodName: "emailToLower"
				}]
			}
		},
		/** ... */
		methods: {
			init: function() {
				this.callParent(arguments);
				this.mixins.MultiChoiceMixin.init.call(this, arguments);
				},
			emailToLower: function () {
				this.set("Email", this.get("Email").ToLowerCase());
			},
                        /** ... */

 

define("ContactMiniPage", [], function() {
	return {
		entitySchemaName: "Contact",
		attributes: {
			"Email": {
				dependencies: [{
					columns: [],
					methodName: "emailToLower"
				}]
		},
		/** ... **/
		methods: {
			emailToLower: function (){
				this.set("Email", this.get("Email").ToLowerCase());
			}
		},
                /** ... **/

 

Best regards,

 

Julien Gunther

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Hello Julien,

 

Hope you're doing well.

It would be great if you could provide the screenshots of the business process you use and the process elements settings as well.

Thank you in advance.

 

Best regards,

Roman

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Hello,

i created a business process that uses the addOn “Save printable' process element”.

After selecting a contact person and the printable, the word-report should be generated and automatically attached to the order.



On my local instance everything is working fine and the printable is generated and attached to the order.

But after transferring the package to another instance i get this error:

An error occurred while applying the value of the parameter "PrintableId" of the business process element:

    Unable to compute expression "[#[IsOwnerSchema:false].[IsSchema:false].[Element:{a9befd22-f3f3-40a2-919e-46e06dc16789}].[Parameter:{cf7d4c69-06f2-47d6-b0d3-209ddb1cf073}]#]", error: Formula value error: Expression expected (at index 0).

 

I checked all the settings and it seems there is no difference between my local and the target instance.

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Hi Stefan!

We reviewed this add-on and tested your case.

However, we couldn't get the same errors. When I launch the process on another site, I don't have any problems.



I would like to suggest you to double-check the business process parameters and re-add the mentioned parameter anew on the problem site.

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We have a multitude of old instances of same business process with status Error. In the Process Log, I tried to select them all and then press ACTIONS(175930) → Cancel execution, but it just didn't work. I gave them some time, but the next day they were all there. Canceling them by 200-400 works, with some delays. Canceling by a couple of thousands doesn't work - a few hundreds become canceled, others remain with the status "Error". It would take too much time to cancel them in such small portions. Is there a quicker way?

Our site is in the cloud.

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Hello Yuriy. 

 

Alternatively to cancelling execution of each instance of the process manually, you can find this process in the Process library and deactivate it:

By answering "Yes" to the clarifying  questions, all the instances of the process will be cancelled:



 

Should you have any questions, please let us know. 

Best regards, 

Anastasiia

 

 

Anastasiia Zhuravel,

Thank you. I deactivated it, yet they remain with the "Error" status, and there was no dialog "...Cancel them?", unfortunately

 

Yuriy,

 

Have you tried OOB tools that cancel the process instances in Error status? It also deletes the data according the parameters you set here: 

 

You can find the description of all the settings on our Academy.

This probably will take some time but at least the system will do everything automatically.

 

Best regards,

Bogdan S.

Bogdan Spasibov,

Thank you, I tried this way. I changed the Allowed time for process instances in the "Error" state (days) setting from 0 to 1. The system started lagging, it canceled the processes with an average speed of 500 processes per hour. Users could not enter the system because of lags, and I too, only from time to time I could enter. It could take 2 weeks to wait until all the processes close, so I asked the Support to solve it. At last, as I see it, they plainly cleaned the Error instances from the Log and the slowness stopped. That's our experience.

I conclude that in our case, this method works for a low number of processes in the Error state.

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Hi All,

Can some one suggest a better approach to loop through multiple records and modify them. Please note that the trigger is coming from Signal (Record Added).

 

Basically, I am trying to add multiple records using Multi-select lookup detail built using LookupMultiAddMixin.

Reference - https://academy.creatio.com/documents/technic-sdk/7-15/adding-multiple-records-detail?_ga=2.11560502.366292848.1628844467-134737415.1626226816 

This is configured in a custom detail and on add, business process places that many number of rows to that detail. Now based on the detail object specific column value, I want to update all the contact records that is mapped with that detail.

 

But what I notice is it is updating only 1 record. Kindly suggest how this could be achieved.

 

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Hi Anupama, 





 

One of the ways to create a loop in your process to work with the collection of records is  to create a sub-process and pass the collection into the subprocess. 

You can refer to the example below and create the process you need: 

 

 

Signal "Contact Added" element: 

Read Data "Read Contact" element:

 

 

For the sub-process, you would need to specify the [Parameters] of it:

 

 

And make a filter of the element within the sub-process based on the ID:

And finally, you would need to specify this parameter in the parent Business Process:

 

 

You may also find these academy Articles useful:

 

https://academy.creatio.com/docs/user/bpm_tools/process_elements_refere…

 

https://academy.creatio.com/docs/user/bpm_tools/bpm_process_examples/us…

 

Hope this helps!

 

Thank you!

 

Regards,

Yurii

Danyil 

Thanks Yurii Sokil for the detailed instruction and the sequential  Execution Mode is something I haven't tried it before. Would definitely try that.

 

In between I tried another approach where-in at the entry point where the Signal action is placed, I unchecked the option of "Run following elements in the background". With this, until the process is completed, I was able to read the required values and add/edit/delete multiple records.

 

 

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Hello All,

 

I understand that Business Process has this option of Execution diagram where it shows the flow path when there is a trigger from any object. What I want to know is does it also give us this output of what value was received during each stage. When It errors, we get the error message from Process log but it would be really helpful if we also get the stage wise output even when the Business Process succeed.

 

Is there any way to achieve this? Kindly suggest .

 

Thanks

Anupama

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Hello Anupama,

 

Unfortunately, it is not possible to see this info in the Execution diagram. 

However, you can check the "Trace enabled" checkbox in the properties of a business process. After that, you will be able to see the detailed data for each element of the process in the process log by selecting the process, then clicking on the element and clicking 'Show trace data'.

 

Best regards,

Max.

Hello Anupama,

 

Unfortunately, it is not possible to see this info in the Execution diagram. 

However, you can check the "Trace enabled" checkbox in the properties of a business process. After that, you will be able to see the detailed data for each element of the process in the process log by selecting the process, then clicking on the element and clicking 'Show trace data'.

 

Best regards,

Max.

Max,

 

Thanks Max. This helps.

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