I have a question about working with record collection from read data element.

My case is to take all tasks planned for the next hour and send email to them owners. 

I’d like to ask if it is possible to get a task ID, one by one, base on the collection, then read the necessary data from the task and send an email to the owner. (like in schema below)

 

 

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Dear Paulina,

 

The task you described can be implemented via the process, but it will require some additional development. When the process reads tasks and sends an email script task should be used since send email element cannot work with collections. An example of such a script task can be found in process Send email to case contact. Also, similar task but without development is described in this post: https://community.creatio.com/questions/sending-email-collection-records-if-reorder-date-record-equals-current-date. If you want to send separate emails for task owners I would recommend adding tags to records to distinct processed tasks. 

 

Best regards,

Angela

Angela Reyes,

Thank you Angela. I will try to work with tags to avoid the development

BR Paulina

I have also been successful in using the new upcoming functionality that was tested in the 7.16.1 release to feed a collection into a subprocess. If the email is relatively simple and the variables are limited, you can send a collection to a simple subprocess that sends an email to the contact list in the collection but generating a new process for each item in the collection. But for more complex emails, creating a loop like the tag example is your best bet. Also, you can use tags, or you can create a boolean in the section to loop through that can be turned on and off.

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Anyone ever experience this error in Studio v7.15.4 postgresql ?

https://prnt.sc/stiflm



please check my share screen for detail information:

https://www.loom.com/share/4add5837ffc54d4fab35ccf9adaf6fa3

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Hello Romadan,

 

Please generate the source code for all items, compile all items in the app (make sure that there are no warnings or errors during the compilation and it was completed successfully) and test the process once again and let us know about the result.

 

Best regards,

Oscar

Oscar Dylan,

 

Generate All complete

Compile All complete, success and no error/warning

https://prnt.sc/su3fui

FYI:

In my environment I'm using SVN built-in creatio for development.

my .net core: https://prnt.sc/su3if0

connection string: https://prnt.sc/su3jyi

still error: https://prnt.sc/su3jes

What happen, am i wrong deployment or setup in my environment ?

Romadan Saputra,

 

And do you use any process parameters? Maybe this process is a sub-process in another process and the main process transfers the Date/Time parameter to it and it is done incorrectly so as a result you receive the error? Can you please provide us with the screenshot of your process parameters? And the screenshot of launch options of the process? What happens if you simply recreate the process from scratch?

 

Best regards.

Oscar

Every business process with contains "Read Data" always error like that

Romadan Saputra,

Can you please create a ticket to support regarding this issue? Everything works well on my 7.15.4 postgre application so I think it is better checking the backup of your application.

 

Best regards,

Angela

Angela Reyes,

Previously, I have already create a ticket "SR-0895625", you can check that.

But, I decide to close this ticket, cause I found the problem of the error. But, now the error appears again, so I ask in community, maybe others have same issue like me.

Romadan Saputra,

Hello Romadan,

 

The issue couldn't be reproduced on clean out-of-the-box binary files so the problem is somewhere in the binary files. Can you please tell us what was the reason in SR-0895625?

 

Best regards,

Oscar

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Hello all,

 

I am configuring an Agent Desktop that allows me to process emails and sort them into different queues based on what the email is in regards to. 

The process that runs for the queue opens an edit page and allows the user to view the email. I have added a business process to the page that users can launch to open another edit page but when I activate it, the page doesn't open. I can only see the process start in the business process tasks panel in the communications panel on the right side of the screen.

Is there a way I could start a business from the queue page and have the open edit page replace the email screen?

 

Thanks.

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Dear Kevin,

 

Processes can start in the background and if they are they could behave like this. Please check that "Run following elements in the background" checkbox is unchecked for start element and the element that should open the page. You can read more about this checkbox here: https://academy.creatio.com/documents/technic-bpms/7-15/simple-start-event

 

Best regards,

Angela

Angela Reyes,

Thanks! that did the trick.

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Hi;

We run the process like that

            ProcessSchema schema = userConnection.ProcessSchemaManager.GetInstanceByName("UsrSendExtraPaymentCancellationToNav");

            bool canUseFlowEngine = ProcessSchemaManager.GetCanUseFlowEngine(userConnection, schema);

            if (canUseFlowEngine)

            {

                var flowEngine = new FlowEngine(userConnection);

                var param = new Dictionary();

                param["Quotation"] = quotationId.ToString();

                flowEngine.RunProcess(schema, param);

            }

            else

            {

                Process process = schema.CreateProcess(userConnection);

                process.SetPropertyValue("Quotation", quotationId);

                process.Execute(userConnection);

            }

and from time to time error occurs:

Terrasoft.Common.ItemNotFoundException: Collection item with unique identifier "24240d57-78ed-41ad-8877-22acad56de30" not found.     at Terrasoft.Core.Process.Process.GetFlowElementBySchemaElementUId(Guid schemaElementUId)     at Terrasoft.Core.Process.TaskService.WriteErrorToProcessLog(TaskServiceQueueItem queueItem, ProcessComponentSet process)     at Terrasoft.Core.Process.TaskService.ReceiveMessage(TaskServiceQueueItem taskServiceQueueItem)     at Terrasoft.Core.Process.QueueEmulator.b__8_0(TaskServiceQueueItem message)     at Terrasoft.Core.Process.FlowVisitor.Dequeue()     at Terrasoft.Core.Process.FlowService.StartFlow(Guid processUId, FlowSchema flowSchema)     at Terrasoft.Core.Process.FlowService.StartFlow(TaskServiceQueueItem message)     at Terrasoft.Core.Process.FlowService.ReceiveMessage(TaskServiceQueueItem message)     at Terrasoft.Core.Process.QueueEmulator.b__9_0(TaskServiceQueueItem message)     at Terrasoft.Core.Process.FlowEngine.EnqueueProcess(ProcessComponentSet processComponentSet)     at Terrasoft.Core.Process.FlowEngine.RunProcess(BaseProcessSchema schema, Dictionary`2 nameValueMap)     at Terrasoft.Configuration.ClaimQuotationDAO.CancelExtraPaymentNAV(Guid quotationId)     at Terrasoft.Configuration.ClaimQuotationDAO.ChangeStatusAndStatusReasonForAllClaimQuotation(String claimNumber, Guid statusId, Guid statusReasonId)     at Terrasoft.Configuration.QuotationService.ChangeQuotationStatus(String claimNumber, Guid statusId, Guid statusReasonId)     at Terrasoft.Core.Process.UsrCloseClaimLiquidationAfterReturnBenefitMethodsWrapper.UsrRejectedAllClaimQuotationsExecute(ProcessExecutingContext context)     at Terrasoft.Core.Process.ProcessFlowElement.Execute(ProcessExecutingContext context)



Where identifier id id of startEvent



any idea?



Regards

Tomek

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Dear Tomasz,

 

Unfortunately, I could not reproduce the issue. The provided code worked fine on my end. However, I can suggest two ways of how to resolve this issue:

1. If the issue occurs again please contact technical support and provide them with the time stamp when the issue occurred. Support team will check the logs and will find the root cause of the issue.

 

2. You can try to run business process using another approaches. Please find the examples in the articles by the links below:

 

https://community.creatio.com/articles/run-business-process-server-side

 

https://academy.creatio.com/documents/technic-sdk/7-16/how-run-creatio-processes-web-service

 

Best regards,

Norton

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Terrasoft.Common.InvalidObjectStateException: Column FxdChatRefId value cannot be obtained because it has not been loaded.

   at Terrasoft.Core.Entities.EntityColumnValue.get_Value()

   at Terrasoft.Core.Entities.Entity.GetTypedColumnValue[TResult](String valueName)

   at Terrasoft.Configuration.FxdChatDepartment.get_FxdChatRefId()

   at Terrasoft.Core.Process.FxdChatProcessAutoIntegrationAddOrUpdateChatDepartmentMethodsWrapper.ScriptTask1Execute(ProcessExecutingContext context)

   at Terrasoft.Core.Process.ProcessScriptTask.InternalExecute(ProcessExecutingContext context)

   at Terrasoft.Core.Process.ProcessFlowElement.Execute(ProcessExecutingContext context)

 

I used to version "7.15.0.634", i don't understand the root cause.

 

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Hello Thanh, 



Please try to use "department.GetColumnValue("FxdChatRefId")" instead of "department.FxdChatRefId"

If it doesn't help, please replace "FetchPrimaryColumnFromDB" with "FetchFromDB".



Kind regards,

Roman

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For instance, I have a column Account.UsrFlagTemp.

I don't need it anymore and I want to delete it.

But I want to search through all the processes to find out if any process still uses it.

Is there a way to do it automatically?

This is the cloud version.

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Hello Yuriy,

 

We do not recommend to delete columns in general, if you do not need this column you can set its usage mode to "none". If any process in your system reads all columns from the Account object this process will stop working after the column is removed even if the column itself is not used. 



This is why it is better to change usage mode in the column setup in the configuration. 

 

Best regards,

Angela

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Creatio CRM has the feature of exporting data by filtering some records. Then we can export the data using the export to excel option.

However, for customers(end user) it may be confusing to apply multiple filters.

 

In this case lets suppose I only want to apply filter to only 2 fields.

So I want to create a process which will ask user to input values for those 2 filters. After that process will automatically generate a excel file which have all the records filtered according to the 2 filters input values.

 

Is this possible to do so?

I tried to create process but how to export data I can not figure out.

 

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Hello Ramnath,

 

It is better to use a standard scenario of specifying the filter and exporting records using the "Export to excel" action in the section. If you could create a script-task that could trigger the "ReportService" service and "GetExportToExcelKey" method inside this service based on the filtering parameters than this process could be executed. But we have no examples of this logic implementations so you need to look through the "GetExportToExcelKey" method and test it on your side.

 

Best regards,

Oscar

Hey Oscar,

 

I have very less development experience on Creatio Platform so I can't think I can develop scripts right now.

 

Rather I came up with another solution - Dynamic folder with access rights. So user will have access to the dynamic folder where they can filter record according to two fields. But I am unsure if giving them edit access may result in modifying the filter parameters. 

 

For example I want to find all the records that were created in between a period - I can create a dynamic folder with two fields -

(Created on > date_1 and Created on <date_2)

 

But having access to edit dynamic folder, the customer can also modify Created on parameter to modified on. 

RAMNATH SHARMA,

 

They cannot modify the Created On value of the record (since we are discussing the Created On column for records not for the folder itself (by the way they cannot modify Created On for folders as well)).

 

Yes, the client can modify the parameter itself (replace Created On with Modified On), but the client needs to understand that he/she shouldn't do it. By the way the client can create such a filter on their own (the possibility of advanced filters was developed for such proposes). Why there should be a process that should do this? It is easier to do it manually than via a process.

 

Also you can remove edit access rights for all users in the system using the "Change access rights" process element. As a result the client will see the folder, but won't be able to modify it.

 

Best regards,

Oscar

Oscar,

I thought of making the the process of exporting data easily with one click. That's why I wanted to see if it's possible with process.

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Hi all,

         How can I attach params with "throw signal" in business process? Because I catch this signal, I want some params with it.

Thanks

Toàn

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Hello!

 

As for now, there is no such functionality. I will forward your case to the developer team and suggest them to implement this functionality.

Try using Sub Process, then you can pass param

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Hi all,

        As the subject, I want to process one by one the triggered business processes to prevent data conflicts.

       For example: I have a custom field "Current balance" in "contact" section, and new section is "Adjustment balance log". When there is a new log, system will calculate the "Current balance". Problem happens when I import too many logs, the business process can't get the latest of "current balance" sometime.

Thanks

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Dear Toan,

When you add/modify a big amount of data at once the corresponding processes are created for each record. If you change some value inside of these processes, the value gets locked so you shouldn't have any data losses because of the parallel execution of processes.

If you want to queue several processes that start on the signal of one record, you can start them as sub-processes of one process. However, if you want to prevent the process from starting until the same process for the other record is finished, unfortunately, it is not possible. 

Dennis Hudson,

Hi Dennis,

           Because they will run at the same time when I import many rows from MS Excel, I can't use sub-process. I don't understand what you mean in "If you change some value inside of these processes, the value gets locked so you shouldn't have any data losses because of the parallel execution of processes." The value is locked means it doesn't change until that process finishes or that process keeps current value at that moment, isn't it?

Thanks

Toan Mai,

 

What I meant is that if 2 processes work on 1 value simultaneously, they both will actually change the value. Could you please specify what you mean by "Problem happens when I import too many logs, the business process can't get the latest of "current balance" sometime."? What exact error do you get? 

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Hi all,

       How can I set a business process will run background when triggered?

Thanks

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Dear Toan, 

 

You can set this up in the start signal (all timer processes start in the background): 

https://prnt.sc/rje28s

https://prnt.sc/rje2om

Dennis Hudson,

Hi Dennis,

      It is checked as default when I add a new start signal into process. So, that process will run in background when it is checked, isn't it?

      But when I run that process by clicking button "Run Process" of a selected row, the UI will be locked by loading, and I can't access another section. I want that process will run without locking UI, how can I config?

Thanks

Toan Mai,

A simple signal has this checkbox checked off by default so please double-check that the checkbox is checked. However, if it is checked and the screen freezes when the process runs please contact submit a case to support@creatio.com as the issue should be investigated on your site. 

Dennis Hudson,

It works well, thank you Dennis

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