Hi,

Can I invite someone into my Opportunities, so they can also incharge in my pipeline ?

and how to invite the users ?

 

Rgds,

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Hello, 

To assist you with your question, could you please provide us with more details? 
If possible, please provide a screenshot or a bit more context about what you're trying to achieve — this will help us understand your request more clearly.

Looking forward to your reply!

Hanna Shevchenko,

Hi Hanna,

here is the detail case :
I've an opportunities, and I want to invite 1 or 2 people to join my OP so they can involve on OP progress/issue update.

So when they login using their account, they can also read & edit those OP

Rgds,

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Dear Creatio team,

i'm trying to improve the ML models results for product recommendations.
For now, in many cases the predictions give no results or not so useful ones.

In the Account object, we have a custom field that contains a code to classify the company by business type. This field could be useful for the collaborative filtering.

how to use it in the ML recommendation model ?


Best regards
Patrice

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Hi Community,

I have a question.
Are there any restrictions regarding the file extensions that can be uploaded (in the latest Creatio version)?
Thank you in advance!
 

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Hello, 

you can check what extensions are allowed in your Creatio instance by going to System Settings - and checking the Deny and Allow Extensions Lists

 

There is more information regarding extensions on Academy withthe below link: 

 

https://academy.creatio.com/docs/8.x/setup-and-administration/administration/security-settings/secure-file-upload

 

Thank you for reaching out!

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Dear,

On Freedom UI, in the list pages, I'd like to display the number of results with a possible filter like we used to with Classic UI with the Summary Sheet.

On Classic UI, you could also display the sum of numeric fields as the amount excluding tax.

Can someone please tell me how to do this ?

Thank you
Nicolas

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ok, I found it's in the summary component of the page
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Hello, is there a way to filter an activity dashboard metric by distinct values? 

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Hello,

The only available option in this case would be to use a pivot table instead.  

Hello!

Thank you for your question.

It sounds like you are referring to adding a dashboard to a record page, and having it filter data based on the current record (e.g., showing only activities related to the specific record you are viewing).

Yes, this is possible in Creatio.

To do this, you need to add a filter to the dashboard widget, so that it displays only data related to the current record.

 We’ve attached a screenshot that shows where and how you can configure this filter.

Please let us know if this answers your questions!

Valeriia Ripnevska,

Hello, thank you for the response.

I'm actually referring to the Classic UI. What you suggested will filter for a specific record but that isn't what I'm after. 

In Classic UI if I select the Activities section, there is a dashboards tab within that section.  Inside one of these dashboards I want to use the metric widget to count unique values. 

For instance, it may show one client name multiple times because many activities exist for that client (phone calls, emails, texts etc), however I want it to count the client only once as a unique value. I can filter the type of activity to only (phone call) for example but there still could be many phone calls for one client so I will see the client appear in the count multiple times.

 Another way to think about it, is that in excel I would use =unique - https://support.microsoft.com/en-us/office/unique-function-c5ab87fd-30a3-4ce9-9d1a-40204fb85e1e or conditional formatting to remove duplicate values, I want to apply the same logic to a creato metric widget in a dashboard.

Hello,

The only available option in this case would be to use a pivot table instead.  

Got it, thank you. Ultimately I wanted it as a Metric but this will suffice.

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Hi.  

Is it possible in Creatio to create a form that creates and sends a formatted email?

We want to create a form in Creatio to collect data.  Our sales reps will fill this out, using pick lists, radio buttons, and freeform text.  Then they will "submit" that form and Creatio will format the data in the email body (similar to code below) and send it off.

Any suggestions, info, or pointers you may have is appreciated.

Thanks!
Rob

Sales Rep:    Oswald Cobblepot
Customer:     Dupont
Opportunity:  Dupont #1234
Industry:     Chemical - Other
Vertical:     Chemical
Sub-Vertical: free form text here (75 chars)
Type:         Contract renewal
Holder:       free form text here (75 chars)
Tons:         <500
Truckloads:   1K to 1.5K
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Hello!

Yes, what you're describing is fully achievable in Creatio using a simple business process.

Here’s how it works:

We can create a form inside Creatio (as a section or a page) with the necessary fields: dropdowns, radio buttons, and free-text inputs.

When your sales reps click "Submit", a business process is triggered.

This process will:

  1. Read the entered data from the form.
     
  2. Format the data into a structured email body (for example, using a table or plain text with labels).
     
  3. Send the email to the defined recipient, using Email element. The email body can include HTML for styling if needed.

As an alternative, you can also create a printable form (a printable report template). This report can then be reused within a business process and sent as an attachment in the email - for example, as a structured summary of the submitted data.

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Hello community,

We have a business process with this starting condition. MailboxSyncSettings = Guid

 We would like no to hardcode this starting condition, for this reason we have added parameter in the Process which is linked with a System Setting.

If we change the starting conditon, it wont trigger

Is there any workaround for this?

Sasor

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Hmm. Not sure that is possible. Assuming that the params aren't loaded until the process is started, but it won't start without the param being loaded. Some of the OOTB processes for cases check that after. For an example, you can see the process "Run process: Reopen case and notify assignee on receiving an answer regarding the case" that sort of works like this. It starts for any email connected to a case. Then the script task checks to see if it is from one of the incident mailboxes. However, that seems like a bad approach, adding the overhead of a process triggering for every single email (the difference of the OOTB one above is that it's only for emails already connected to cases). Might be a better approach to use an EntityEventListener. If you wanted to keep the ease of using a process to do the main work, you could have the listener code flag the email, then that flag is what really triggers the process.

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Hi.  

I am following up on a thread I posted earlier which seems to have withered -- I am looking for an alternate path.    (Link to original thread is below)

Is there a "No Code" way to add to the email headers that Creatio generates? 

I know there is a way to code the email, but we have so many processes that send out emails, I will have to hire a developer to do this.   (Code is included below for reference, you can see there the header I need to add to the outbound emails)

If we could add "X-Auto-Response-Suppress: All" to the header, we would eliminate most if not all "out of office" responses we get back.

Thanks
Rob

var message = new Terrasoft.Mail.Sender.EmailMessage
{
	// Sender email address.
	From = "Sender@email.com",
	// Recipient email addresses.
	To = new List&lt;string&gt;{ "first@recepient.co", "second@recepient.co" },
	// Copy optional
	Cc = new List&lt;string&gt;{ "first@recepient.co", "second@recepient.co" },
	// Hidden copy optional
	Bcc = new List&lt;string&gt;{ "first@recepient.co", "second@recepient.co" },
	Subject = "Message subject",
	// Email body.
	Body = "Body",
	// Priority, Terrasoft.Mail.Sender.EmailPriority enumeration values.
	Priority = Terrasoft.Mail.Sender.EmailPriority.Normal,
	// Headers you want to add to your email
	HeaderProperties = new List&lt;Mail.Sender.EmailMessageHeader&gt;
	{
		new Mail.Sender.EmailMessageHeader
		{
			Name = "X-Auto-Response-Suppress",
			Value = "All"
		}
	}
};

https://community.creatio.com/questions/add-email-header-x-auto-response-suppress-all

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If you used the code approach, you could make a generic process you'd use as a subprocess. Any process that needed to send email could use that one process. However, you'd lose the ability for an easy designer for composing the email in the process and would have to send HTML to the subprocess to use as the body (not an issue with the subprocess route specifically, but an issue with using code to send the email). 

If it worked for you, you could create the emails themselves as message templates. The subprocess would need to process that template as well to generate the body. At leas that way you could use an easy designer to create the messages instead of just forming the HTML.

Ryan

Does not appear to be possible without code. The send email process element doesn't expose any properties for the header. 

If you used the code approach, you could make a generic process you'd use as a subprocess. Any process that needed to send email could use that one process. However, you'd lose the ability for an easy designer for composing the email in the process and would have to send HTML to the subprocess to use as the body (not an issue with the subprocess route specifically, but an issue with using code to send the email). 

If it worked for you, you could create the emails themselves as message templates. The subprocess would need to process that template as well to generate the body. At leas that way you could use an easy designer to create the messages instead of just forming the HTML.

Ryan

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Hi,

I’m trying to upload a document to a custom table named RequestSysFile. Along with the document, I need to store an additional field called “Type of Document”, which comes from a field on the screen/form.

However, I’m not able to pass this additional data to the RequestSysFile table during the upload process. Could anyone guide me on how to include this extra field while uploading the file?

 

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I assume you're using crt.UploadFileRequest for the upload? I believe that request might return the uploaded file's Id, you could follow it up with an update to set the other field (I don't believe you can include it in the upload, but I've not tried that)

I have configure below on designer page .

Below is code behind. Help me where\how i will get the ID of uploaded File.  Help me in detailed way.

Also i tried with Business Process(insert signal on sysfile) , but on upload File, Screen details are not getting Saved. I am not able to get the document type data in Business process. 

khushbu kumari,

I think you'd need to do this via code in order to capture the request result and perform the update after

  I am trying to update the selected document type in Solicitud object.  but it is giving Internal server error. 

Below is the code i have written in client side code. Am i doing anything wrong here or any setup is missing to use model class. Note: i have already added “@creatio-devkit/common” to the modules page.

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Dear,

When adding a new element to a detail, I would like to know if it is possible to filter these elements.

For example, in the account competitors detail below, I would like to only display accounts whose type is competitor.

 

Competitor


So in the page that appears how to filter the accounts by type ?

Select competitor

Is it possible to do this type of filter or do you have to go through an intermediate page ?

Thank you !
Nicolas

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Hello!

Yes, it is possible to filter the records available in the lookup when adding a new item to a detail in Freedom UI.

To do this, you can set up a static filter on the list component or mini page that opens when you add a new record. For your use case — displaying only accounts with the “Competitor” type — you can apply a filter on the Type field of the Account object.

You can find more information about setting up static filters in Freedom UI in this article:


https://academy.creatio.com/docs/8.x/no-code-customization/customizatio…

If you're working specifically with a lookup field on a mini page, you can also filter its values by setting up a business rule:

https://academy.creatio.com/docs/8.x/no-code-customization/customization-tools/ui-and-business-logic-customization/freedom-ui-business-rules

 

Thank you!

 

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