Contact | Community Creatio

lookup

Contact

related_contacts

Filter related contact in lookup

Toan Mai

06:20 Jan 22, 2021

Hi all,

How can I custom the filter of lookup to show only related contacts of a selected primary contact? For example:

- I have a lookup primary contact.

- When I select a contact, the lookup related contact will be filtered by related contacts with the primary contact.

Thanks

Toàn Mai

2 comments

Harvey Adcock

16:39 Jan 22, 2021

If your filter is relatively simple, this could be achieved with Business Rules: https://academy.creatio.com/docs/user/no-code_customization/ui_and_busi…

For more complicated lookup filters, you may need to use the "filters" property of the lookup attribute, as explained here: https://academy.creatio.com/docs/developer/front-end_development/creati…

Toan Mai

09:50 Jan 25, 2021

Harvey Adcock,

Thank you, I will try with the second solution, because process rule can't resolve my problem.

Toàn Mai

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Q&A

Contact

contactage

Studio_Creatio

7.14

How to add contact age in the printable section

Amritha Mayan Gorky

13:57 Dec 30, 2020

Hi Community,

Scenario : Age in the contact is calculated OOB based on the DOB

Question: How to add the age field in printable, as we off the existing Age field, “0” value is being printed in the printable

1 comments

Ryan Farley

00:00 Dec 31, 2020

Best route is likely to create a custom macro for the printable, you could pass it the DOB and it would return the age. See an example here: https://customerfx.com/article/creating-custom-macros-to-format-values-…

Ryan

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Contact

jobexperience

order

Studio_Creatio_enterprise_edition

7.16

On an order: Filter Contacts having the order account in job experience

LÉZORAY Nicolas

18:45 Dec 02, 2020

Dear,

On a lookup, i would like to filter the contacts having the account in job experience (ContactCareer). this is in the case of secondary job.

Currently filter show only account's contacts

i tryed in the orderpageV2:

       "UsrResponsableFacturation": {

       "dataValueType": Terrasoft.DataValueType.LOOKUP,

       "lookupListConfig": {

       "filters": [function() {

       var filters = Ext.create("Terrasoft.FilterGroup");

var accountId = this.get("Account");

       filters.add("JobExperienceFilter",

       Terrasoft.createColumnFilterWithParameter(

       Terrasoft.ComparisonType.EQUAL,

       "[Order:Account].ContactCareer.account.contact.name",

       accountId

       )

       );

       return filters;

       }]

       }

       }

But it did not works.

I think the problem come from:

Terrasoft.createColumnFilterWithParameter(

       Terrasoft.ComparisonType.EQUAL,

       "[Order:Account].ContactCareer.account.contact.name",

       accountId

       )

I don't really understand how to access order's linked tables.

Does anybody can help me to solve this issue ?

Next i will only retrieve the contact with active job experience.

thank you

Nicolas

1 comments

Bogdan Spasibov

10:44 Dec 04, 2020

Hi,

Please check your filter, it should be like '[ContactCareer:Contact].Account.Id'.

And also the second part on the screenshot, it should be 'this.get("Account").value'.

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account

Contact

create

Sales_Creatio

7.16

SEARCH FOR CONTACTS FROM ACCOUNT PAGE

Kavian Abhari

20:59 Dec 01, 2020

Hi,

Is there a functionality to allow users to search for contacts from an account page? Currently, you can only create a new contact. (Account page -> Contacts -> '+')

My use case is to, first search for a contact, and if it doesn't exist, create a new one. For example, "Configuration items"

Thanks

2 comments

Dean Parrett

07:07 Dec 02, 2020

Hello,

There is no way to add existing contacts on this detail. The logic of application presupposes that the Account will be selected on a Contact page here http://prntscr.com/qn2vzm. After that the contact will appear on the detail on Account page.

If you still need to add the existing contacts on this detail, it will be necessary to create a new detail according to this development guide:

https://academy.creatio.com/docs/developer/front-end_development/creati…

Regards,

Dean

Vladimir Sokolov

13:33 Dec 02, 2020

If you want to connect one Contact with several Accounts you should use Job experience detail (probably with some modifications)

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notifications

custom

folders

Contact

dashboard

Business Process

7.16

Marketing_Creatio

Open the folder's windows, the dashboard by a notification

Marvyn

14:51 Oct 27, 2020

Hello,

I've implemented a custom notification, but i've seen that there is one field : "unique caption ID" by this field I already know that there are possibilities to redirect to one contact, account, etc.

But I want to redirect the user to one folder when this user is clicking on the link of the notification

And by the way, by a second notification I want to redirect the user to one tab of the Contact's section dashboards

Is anyone knows how can I do these several things?

2 comments

Best reply

Oleg Drobina

11:18 Oct 28, 2020

Hello Marvyn,

The difficulty here that makes this task almost impossible is that notifications were developed to open some section record, but not to select some section element (like tab or folder). Theoretically it could be done using pushing the current user back to the section of the notification record

(this.sandbox.publish("PushHistoryState", {

hash: requestUrl

})

and data manipulations in the SysProfileData table, but this was never tested.

Best regards,

Oscar

Oleg Drobina

11:18 Oct 28, 2020

Hello Marvyn,

(this.sandbox.publish("PushHistoryState", {

hash: requestUrl

})

and data manipulations in the SysProfileData table, but this was never tested.

Best regards,

Oscar

Marvyn

12:02 Oct 28, 2020

Oscar Dylan,

Thanks a lot for your answer, i've tested the fact that if the unique caption ID field is not completed the user will be redirected to the section of the notification..

But if you find a way in order to do this task, let me know it..

Thanks a lot.

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Contact

FullName

7.16

Contact full name

Jerome BERGES

22:13 Jul 07, 2020

Hi all,

Is there a way to disable the OOTB features of contact full name concatenation ?

I searched for trigger, process, ... but no luck.

1 comments

Angela Reyes

22:28 Jul 07, 2020

Dear Jerome,

When the full name is added system divides it to the First/Last name according to the system setting "Order of first/last names". You can make it empty to disable such logic.

Best regards,

Angela

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Contact

duplicates

fields

7.15_()

-Service_Creatio

customer_center_edition_()

Adding fields to duplicate page

Kevin Brady

23:47 Feb 07, 2020

Hi guys,

I'm working on a system for a client that checks a lot of contacts for duplicates based on their address.

Is there a way that I can customize this page to display more fields for the duplicate contact that Creatio has found?

2 comments

Oleg Drobina

23:16 Feb 09, 2020

Hello Kevin,

The only way to add new fields to duplicates search result page is to add those fields as attributes to duplicates search rule (see screenshot http://prntscr.com/qzvpug).

But also we have a suggestion registered to our R&D team so to add new feature of adding custom fields to duplicates search result page and it should be implemented in one of future releases. I will also notify them about your community post so to rise the priority of the main problem. Thank you for helping us to make our application better!

Best regards,

Oscar

Christian Waidner

15:56 Feb 15, 2023

Any progress on this?

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data import

excel files

file upload

Contact

7.15_()

-Service_Creatio

customer_center_edition_()

Importing two Excel Worksheets at once through the Data Import Wizard

Kevin Brady

20:48 Jan 08, 2020

Hello,

I am working on uploading a large amount of xlsx files into my system using Creatio's Data Import wizard. I am currently uploading them one at a time but I'm wondering if there would be any negative effect to uploading more than one file at a time.

The wizard is creating Contact records and there isn't any overlap between the different xlsx files so I was wondering if I could run two imports at the same time.

1 comments

Dennis Hudson

21:44 Jan 08, 2020

Dear Kevin,

It is highly not recommended to do more than one import at once. It may vastly slow down the system to the point that the system may even become inaccessible.

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event

Contact

detail

add action

base package

Event in contact

Marvyn

11:13 Dec 05, 2019

Hello,

Dear community

I have a question about how can I do the following thing :

There is one detail in the contact, "Event section"

And there isn't any possibility to add a event by this detail,

I'm looking in the configuration settings, advanced setting and I found this detail but this is a base detail so I can't modify it.

I want to know how can I modify this detail in order to add a event as I want.

Thanks

3 comments

Oleg Drobina

02:44 Dec 09, 2019

Hello Rocher,

We do not recommend modifying this detail since it is used to connect directly with "Events" section and this connection also interacts with marketing active contacts logic and please use standard way to add events records to this detail: go to "Events" section, open an event, go to the audience of this event and add event participant there (you can also read more about event page here). After that the event will appear in this detail as needed.

Best regards,

Oscar

Adrian Arroyos

23:22 Nov 05, 2024

Oleg Drobina,

We are creating a custom form on the company website for webinar signups via API. We've completed the getOrCreateContact() functionality, as well as the Event lookup, but have not been able to push a registration through to the Contact record. Do you have any insight on this process via API?

Anhelina

18:30 Nov 07, 2024

Adrian Arroyos,

You may use the OOTB functionality for this purpose or check it as an example for your custom form.

I've found a good video tutorial and article. When you click the "New" button, choose "Contact registration form". The business process "Searching and creating contact for web form" will be automatically created and the record appear in the Contact Event detail.

Best regards,

Anhelina!

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duplicates

Contact

excel

Duplicated contact

Marvyn

10:47 Nov 29, 2019

Hello,

Dear community,

I’m looking about the question of the duplication of a contact, I want to export it to CSV by a SQL request (it’s done)

But I don’t understand how the excel report is done, what is each column for?

In my excel report I’ve :

ContactId : so I think that is the column which is linked to the id of the contact
GroupId : I do not know what that means
RuleID : this is maybe the id of the duplicate rule ?
GroupHash : I do not know what that means
SysAdminUnitId : I do not know what that means

Linked a picture

I want to know what each column means?

Can anyone help me ?

Thanks in advances

Best regards

2 comments

Dean Parrett

13:21 Nov 29, 2019

Dear Rocher,

Here is the description:

ContactId - this is just ID of the contact

RuleID - this is duplicate search rule ID

SysAdminUnitId - this is the ID of the record in system administration object. Basically it is ID of the system user.

GroupId - once the search is performed, the records are grouped Each group of contact records has its id

GroupHash - when you set the records as 'not duplicates' the value from the GroupHash column goes to the ContactDuplicateSearchGroupExclusions table. It is made to exclude the group of records from the duplicate search results as you do not consider them as duplicates.

Best regards,

Dean

Marvyn

13:25 Nov 29, 2019

Dean Parrett,

Thanks a lot for these information !

Best regards

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