There is a bug in the system regarding the 'Contact in Folder' object, because apparently uses InsertQuery directly into the database, instead of the InsertQuery class.This object doesn't throw signals. How can we capture the event of an added record in such a scenario ?
Object name is ContactInFolder. If you try to catch an event ( when contact is added to a Static Folder) through a Business Process, the business Process wont trigger.
My question is how to catch the event of adding Contacts to a Static Folder?
And is the option with the business process with the timer that starts each 1 hour and reads records that were created in the previous 1 hour suitable here? You can read data and process it in this way.
Thats the solution we are providing for the moment. Thought that it was better to do something more performant, that doesnt overload the system by executing each hour.
Besides the option that Oleg provided, another variant is to create a trigger in the DB because normal events like OnInserted won't work with INSERT INTO.
Thank you for your answer. Is there anywhere in the system a similiar implementation of a trigger, so that we can take it as a reference while we develop our own ?
CREATE OR ALTER Trigger [dbo].[trigger_InsertContactInFolderAfterEvent]
ON [dbo].[ContactInFolder]
AFTER INSERT AS
BEGIN
SET NOCOUNT ON;
DELETE cf
FROM ContactInFolder AS cf
inner join Contact as co on cf.ContactId=co.Id
where co.[Name] like 'V3%'
END;
It practically deletes Contacts (whose name start with V3),that are added in the Static Folders. Does this added trigger may cause problems for the overall system ?
Please contact Creatio support directly at support@creatio.com providing the details of your issue. This is not a typical error and, thus, each case should be inspected individually.
We're setting up access rights in our system and the contacts under "Our Company" are being assigned the access right of "all employees". How can we prevent all of our users from seeing the "Our company" account and contacts under that account? We are using record permissions for each organizational role to only see accounts and contacts within that role, but we want users to see all accounts under the organizational role of "all employees" with the exception of "our company".
If there is a need to restrict access to one specific record you can delete the access rights for this record directly on this record page with a help of "Set up access rights" option. Still the record will be available for the system administrators.
If you need to change the access rights for the contact records connected to this account, it can be done with a hep of custom business process that will read all the contact records where the Account = the_needed_account_record and with a help of "Change access rights" business element will delete or grant needed access permissions.
I'd also suggest to test the solution first on test- or dev- site before applying it in the production site.
Hi in 8.0.6 i don't see Enrich contact or account data button like was in previous creatio version. It was deleted in new version or maybe i can find and add to my account page ?
For the 8.0.6 version, a new page of the contacts and accounts is enabled by a default and this functionality is not available on the new interface. However it's still available for the old sections if for example you were using this functionality and further updated the system to 8.0.6 version, the old page should be available for you.
And if it's a brand new site deployed with 8.0.6 version (trial site for example), it'll have new UI and this functionality won't be available on it. Still you can disable new page interface if needed to proceed with this functionality.
Let me also mention, that for the contacts, starting from 8.0.2 version, this functionality is disabled by a corresponding system setting.
Unfortunately, the addition of such a feature is not yet being considered for the new interface in future releases. At the moment, this feature is still available in the classic interface, as previously described to you.
However, we have forwarded your request to the responsible R&D team for consideration and implementation in new interface.
I am confused on how Creatio tags who own's the Email.
I have a process that updates the Reporter and Owner of an Email and expects it to be tagged to the new Reporter or Owner but that is not what's happening.
How can I change the LinkedIn field into Hyper instead of plain text? The web link changed to hyperlink but not social media links as they remain plain text.
As admin I can see any Linkedin link as hyperlink but for others its plain text. I am hopping its a quick fix just adding All-Employee Role to specific object level permission or something similar.
Or: That it does not fill "Full Job Title" when certain specific field in "Job Title" is selected (Example, if chosen "Other" then we do not want "Other" in "Full Job Title")
Sorry for the unclear answer. I only meant to ask if you had done this, as a question. I did not want to suggest you do this as you are really not supposed to do that! I believe it will lead to package being locked, since it's an external third-party package when being installed from file.
Was this package created on the same environment/instance you are using?
I suggest you create a new Package and move everything from the old locked package into the new one. If that's possible.
Otherwise, ask the support department to unlock it for you.
