Hello Roman,



You can export pivot table data to Excel from the dashboard only in Freedom UI.



Please find more information here.

Bogdan,

Hello, 

I want to further ask on this. In freedom UI, Nor form edit pages neither list pages edit pages, there is no 'list' type component. Components in these edit pages are:

spline, bar, line, doughnut, area, column, scatter --> ( those are 'chart' types),

Pipeline

Metric

Gauge.

There is NO 'LIST' type component in new UI page/form/list edit Pages. 

Again, how can We 'create' list type dashboard element in new UI? And beside system being in new UI or old UI, How can we export pivot table? 

Ismet Sinan Ekici, 

Hello,

Sorry for the misunderstanding, but pivot tables are not currently available in Freedom UI.  You can use pivot tables only in the Classic UI, but unfortunately, there is no way to export them yet.

To answer your second question, to create a list element in the dashboard of the Freedom design, you can use a regular list element: 

Best Regards, 

Halyna 

Hello,



The best way to restrict users to export records is by using this operation permission. 

HI Bogdan,

Is there a way to prevent users from exporting lists (or downloading files)based on the file size in Creatio?

Sasori,

There is no such OOB posibility for now.

Dear Pratik, 

Unfortunately requested functionality is not presented as OOB solution in Creatio at this moment. 

We will register this as an idea for the responsible R&D team to extend the basic functionality in future Creatio releases. 

Kind regards,

Roman

Hi Roman Brown,

Thanks for providing the information regarding to this.

But, for workaround is there any Creatio Service avaible that can be utilized In some custom script configuration with Script Task element of business process.?

And if yes, Is there any example available on how to make use of such Services in development. 

Hi Roman,

Could you please provide steps or source code for a sample excel sheet creation and saving data, that supports creatio platform (ex. using openXml, IronXL or Interop etc.) and later that can be extended with creatio's future release?

Regards,

Rishabh

Hello Mariam,

You can export the package from the Configuration section:

But we recommend installing the package in the Installed application section. So you will be able to download the application log to check the errors.

Best regards,

Bogdan

Hello Bogdan,

Thank you for the reply. in fact this is what I have done and then I tried to import the package from the installed application section. bellow is the screen of import failure. 

Bellow is a snippet of the errors in log file.

Error occured while performing operation on "Custom" item, UId = a00051f4-cde3-4f3f-b08e-c5ad1a5c735a.

2022-04-15 10:15:43,737 System.AggregateException: One or more errors occurred. (Error occured while saving resources for schema 'UsrServiceCatalogc9afd9b9Section' in 'Custom' package for 'pt-PT' culture) (Error occured while saving resources for schema 'UsrServiceCatalogc9afd9b9Section' in 'Custom' package for 'ro-RO' culture) (Error occured while saving resources for schema 'CaseInFolder' in 'Custom' package for 'pt-BR' culture) (Error occured while saving resources for schema 'UsrSchema6cea64dfPage' in 'Custom' package for 'it-IT' culture) (Error occured while saving resources for schema 'UsrSchema6cea64dfPage' in 'Custom' package for 'vi-VN' culture) (Error occured while saving resources for schema 'CaseInFolder' in 'Custom' package for 'he-IL' culture) (Error occured while saving resources for schema 'UsrSchema6cea64dfPage' in 'Custom' package for 'ar-SA' culture) (Error occured while saving resources for schema 'UsrSchema6cea64dfPage' in 'Custom' package for 'fr-FR' culture) (Error occured while saving resources for schema 'UsrCaseVisa' in 'Custom' package for 'en-US' culture) (Error occured while saving resources for schema 'UsrSchema6cea64dfPage' in 'Custom' package for 'cs-CZ' culture) (Error occured while saving resources for schema 'UsrRentalVehicle' in 'Custom' package for 'nl-NL' culture)

Thanks,

mariam moufaddal,

Did you ever find a solution?

The package "Custom" cannot be exported between environments. A solution would be to add a new package and add the same dependencies as in the package "Custom" and move files from Custom to the new created package. then you can export that package between environments.

Hello Starlyn,

All you need to do is add formatting as dates to the column where the date values will go in your template. See https://share.customerfx.com/JruOqLb1

Note, if you add that date formatting to the template, it will print correctly with the dates formatted as expected. I have a full video showing how to do this in a template here: https://customerfx.com/video/using-templates-for-excel-reports-in-creat…

Ryan

Hello Ibrahim, 

The marketplace applications are being installed as separate packages, once the application is installed through the "Installed applications" section or directly from Marketplace, the corresponding package with this functionality is being displayed in "Configuration" section. By a default, the newly installed package is locked and no changes can be done to it directly. 

All the customizations done to a system with basic system tools (such as through the Section wizard) are being saved to the package that set as a Default value in the "Current package" system setting, by a default - it's Custom package. 

In case you need to transfer your customizations from one instance to another, I would suggest to double-check whether both sites have the same product and version first. Then you can install all the needed marketplace applications to the second instance from the Marketplace directly. Or simply transfer the needed packages one by one from the first instance. Once all the applications are successfully installed to the second instances, you can transfer a package with your customizations as well.

Also, you can create a backup of the instance before transferring your customizations to it, so in case of unsuccessful package installation, you will be able to restore the instance from the backup. 

As well, you can create a request for us (support team) to install the provided package to your cloud instance.

You can find more detailed information about custom and base packages, it's dependencies and hierarchy, the way the package can be exported and imported on our Academy. 



Should you have any questions, please let us know!



Best regards, 

Anastasiia 

Dear Jonathan,

As for now, there is no such OOTB functionality that will allow transferring marketing campaigns from one instance to another fully due to the way campaign elements are connected. You can try to bind them to the package but we cannot guarantee that campaign will work after transfer so we do not recommend doing it.

This is happening due to the fact that each system generates its own ID values for communication between campaign elements. So during migration to a new system, due to the uniqueness of these links for each campaign, conflicts arise due to which the campaign functionality can start working not properly after the migration (like in cases when the campaign contains additional elements).  On another hand, after transferring the campaign schema, you can perform correct data binding using SQL scripts. However, this is very detailed work, so the best option would be to re-create the campaign scheme in a new environment.

 

Our R&D team responsible for this functionality is already working on implementing this functionality in future releases. I will forward your case to the team in order to increase the importance of this functionality.

Best regards,

Roman

Hi Pedro,

I had no issues with generating a report in Studio Creatio, Enterprise Edition, version 7.17.2.

Please send us more information to help us reproduce this issue. What we need the most are the name of your Creatio product and its version. Moreover, do you use *.xlsx file templates in your reports? Can you see any error messages in the console after clicking to generate a report?

Hello Ricardo,

Please review this article https://academy.creatio.com/documents/technic-sdk/7-16/development-rules since it describes a complete development process with carrying changes from dev to prod. It is also a good idea to backup the production application database during maintenance hours for your prod so to be able to restore it from backup in case some data was lost accidentally.

Best regards,

Oscar

Oscar Dylan,

unfortunately we have less than 20 licenses, and hence we are not entitled to have a separate development system. I understand that we will have to work directly on the production instance, is it true ? 

Ricardo Bigio,

You can request an on-site application from Support and install Creatio on-premise. 

Best regards,

Angela

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.