Dear Reid,

Unfortunately, there are no basic tools to change this behavior. We've registered this issue in out R&D team backlog to fix it in the future application releases.

Best regards,

Dean

Hi Gokul,

Hope that guiding is suite for you.

Using filtration for lookup fields

So, for any wayward souls looking for answers, the solution here was to override the FileDetailV2 initParentEntity function to provide the correct parentSchemaName value, as opposed to what FileDetailV2 will try to use.

    initParentEntity: function() {
        this.parentEntity = {};
        // set entitySchemaName as the name of your DB view in your SchemaDetail definition
        const parentSchemaName = "<This is the name of the section/card your detail is used on>" ;
        const masterRecordId = this.get("MasterRecordId");
        this.parentEntity.EntityName = parentSchemaName;
        this.parentEntity.RecordId = masterRecordId;
    }

After that, records from the view render in like any other FileDetailV2 based grid list.   Now to work out how to format the list fields into something more human friendly, like File sizes in MB/KB rather than bytes.

Dear Amanthena,

As for now SSO can be used only for system users or only for portal users, not both. You can disable SSO for system users and use it only for portal users, then you can use JIT to create them. As for now we only have in plans to implement functionality which will allow all users to use SSO and JIT.

Best regards,

Dean

Dean Parrett,

Thanks for your reply, Dean! Can I have two separate SSO providers for example, 2 Azure Active Directory instances, one each for System users and portal users and configure SSO for both independently?

Dear Amanthena,

No, that would not be possible at this version of the application.

Dean

For your second question (sending out an email from your own SMTP server) just add an email provider definition and uncheck the "Download emails" part, then add your own SMTP values for sending emails. I use Mailjet for outgoing emails and this method works great.

Then you can set up a mailbox and select this provider and use it as needed for sending out emails from processes, etc.

Ryan

Ryan Farley,

Thanks a lot for your reply, Ryan! I have a follow-up question. Did you have to configure a separate mailbox on mailjet with valid credentials - userid and password? Or were you able to proceed with a dummy "from" address? If it's the latter, did creatio let you bypass the entry of credentials while creating a mailbox?

I am looking for a way of configuring the "from" address as "noreply-creatiocare@northwind.com" where this "from" address is not a valid address and doesn't exist on the northwind domain. It is only a dummy address being used to send automated emails. Is this possible on creatio?

Thanks again for all the help...

Hello Amantena,

Regarding automated outgoing emails sending: credentials to mailboxes are stored as an encrypted string (can be checked in MailboxSyncSettings table - the column is called UserPassword) and no one can decode this string so your password cannot be found in Creatio application. Also you can create a process that will use this noreply-creatiocare@northwind.com mailbox as mailbox to send replies, but those replies won't be received by recipients since mailbox noreply-creatiocare@northwind.com doesn't exist and the process which sends these automated emails will fail. It is easier to sync some existing mailbox and restrict emails synchronization so to allow email sending only (as Ryan suggested).

As for OAuth usage when syncing Office365 mailbox - it is possible. Please email support@creatio.com so we could send you the file with instructions.

Best regards,

Oscar

amanthena,

You do have to configure a mailbox with credentials to the SMTP server (in my case Mailjet). You cannot simply relay to an unconfigured mailbox (as Oscar mentions). A mailbox does need to exist, I created a mailbox under the Supervisor user for Mailjet for this purpose. For Mailjet, I am able to specify any number of email from addresses for domains I have validated. So, in Creatio, I can tell it what to use as the from address for the mailbox (as long as it's one that will be accepted by the SMTP server). When you add the mailbox, you enter the email address:

I can enter ANY email address here that will be accepted by my SMTP server. What I have done is create several different mailboxes, all configured for the same account on my SMTP server (for me that is Mailjet) and each one has a different from address. So, in your case, all you need to do is when you set up the mailbox and select your SMTP only email provider, enter the address you want as the from address.

Ryan

Dear Roxana,

After plugin is installed go to options in Word -> add-ins. The select "COM Add-ins": http://prntscr.com/ptv0wl and check if plugin exist in the list. I recommend you to check it for bot 32 and 64 bit versions. 

Thank you very much. It's working now.

Dear Roxana,

It is not possible to create a new lookup based on the database view since the data will should be pulled from multiple tables. That is why you get this error. We already had similar questions from multiple customers. It will be possible to create such lookup only in future application releases. 

Best regards,

Dean

Ah, ok. Thank you very much!

Dean Parrett,

Any update about possibility of using DB View based object as a lookup source  (till ver.7.17) ?

Regards,

Marcin

Hello Fulgen,

As for now there is no possible to achieve this task since if there are no records returned based on filtering conditions - the serie appears on dashboard anyway and returns 0. We do already have the request to modify this logic registered to our R&D team and this problem is in "Accepted" status. I will also inform our R&D team about this question so to raise the priority of the problem.

Thank you for helping us to make our application better!

Best regards,

Oscar

Oleg Drobina,

How's this going? noticed it's been quiet for a while and the functionality doesn't seem available.

Vishay Kerai,

hello!

The idea of developing this functionality was registered, but had a low voice. Thank you for your inquiry, your voice was added to prioritize the idea!

We would be very grateful if you could share with us some practical examples of using the dynamic series you need for your Creatio application.

Kind regards,

Natalia

Dear Nikhil,

Unfortunately, there is no possibility to upload files via Odata protocol on current system version. Please feel free to use FileApiService for uploading a file. Please find an example of how to call the service in the “ConfigurationFileApi” module while adding the file on “Attachments and notes” detail.

Please note that all files are saved in the database in the appropriate table. For example, files from the “Attachments and notes” tab from the Contact section are saved in the “ContactFile” table and have the object name “Contact attachment”. Please note that the column with data of the file has name “Data” and type “varbinary(max)”.

For more detailed assistance, please contact technical support.

Best regards,

Norton

Dear Gokul,

You will not have any difficulties with the application after changing the recovery model. The only difference that is in the database size. Since it will be bigger, you would need to have more free disc space not to affect system performance. 

Best regards,

Dean

Thank you Dean :)