Sales Creatio | Community Creatio

Sales_Creatio

7.18

Approvals showing in approvals tab but not communications panel

16:44 Jun 15, 2023

Approvals by the user's manager are showing in the Approvals tab on the Opportunities section edit page, however I assume they should also show on the Communications panel / Notification centre / Approvals tab with the 'Show only my approvals' flag unticked.

Is there any reason why they might not show here?

Thanks,

6 comments

Gleb

14:05 Jun 16, 2023

Hello,

basically, there might be only a few reasons for that.

One of the most common ones is the absence of the Time zone in the user profile.

Can you please check on that? If there is no time zone selected, you can fill it with the necessary one and check on the issue again.

Regards,

Gleb.

Gareth Osler

14:29 Jun 16, 2023

Thank you for your reply, much appreciated.

I have set the time zones for both the user and the user's manager, the approval is still not showing in the communications panel. Are there any other reasons this might be the case?

Gleb

14:33 Jun 16, 2023

Gareth Osler,

then you will need to check all of the right for the object that the user has.

I suggest registering a case for the support team in order to help you resolving the issue as it may take much time and knowledge of the system.

Also, some of the settings may not be correct so it is better to check them as well.

Regards,

Gleb.

Gareth Osler

14:34 Jun 16, 2023

Gleb,

Thanks.

Anas Znibi

16:01 Oct 11, 2024

Gareth Osler,

Hello Gareth did you find any solution ?

Gareth Osler

18:15 Oct 11, 2024

Anas Znibi,

Hey Anas, this was a long time ago, I cannot remember, apols.

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business_process

deployment

Sales_Creatio

8.0

Deleted Business Process causes error on deployment

Sasori Oshigaki

19:28 Jun 14, 2023

Hi Team,

We have deleted a Business Process on our dev Environment.

When deploying the custom pacakge to our Test Environment i recieve the following error

'Error occured while performing operation on "Process_123412" item, UId = 589g53bc-gh11-50e8-8c66-5655abb06dd1.'

'023-06-14 17:54:18,841 Npgsql.PostgresException (0x80004005): 23503: update or delete on table "SysSchema" violates foreign key constraint "FKTj5Ti40nTBMfs8akfdQmBIa25bs" on table "SysSchema"'

How can i solve this deployment issue ?

Sasori

3 comments

Best reply

Alona Dolya

12:41 Jun 15, 2023

Hello!

The generation of the source code can't help solve the problem. You need to find the missing schema in the development environment for building the dependency and binding resources to the package.

Artem

20:17 Jun 14, 2023

Hello,

The mentioned constraint refers to the ParentId column.

This means that you are trying to install a process that has a parent ID that does not exist on your target application.

You need to install the parent first, or simply remove it.

Thank you.

Sasori Oshigaki

10:38 Jun 15, 2023

Hi Artem,

Thank your for the response!

Can the generation of the source code in the DEV-Environemnt fix this problem ?

Sasori

Alona Dolya

12:41 Jun 15, 2023

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Sales_Creatio

'Connected To' within an Activity

Rob Watson

12:48 Jun 14, 2023

Hi All

Can anyone advise how you add and remove new objects here please?

2 comments

Bogdan

14:25 Jun 14, 2023

Hello Rob,

Modifying the detail [Connected To] is only possible by means of development since it is implemented by using different programming logic.

We may suggest checking the below posts where similar business tasks have been already discussed:

https://community.creatio.com/questions/connect-activity-custom-object#comment-71151

https://community.creatio.com/questions/how-can-i-remove-activity-link-email

Rob Watson

15:00 Jun 14, 2023

ok thanks. I thought it might be but don't really understand how one new section I created appears here and others that I have created do not, as I have not done any development here

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Sales_Creatio

8.0

Can't find schema for contact field tooltip in Creatio

Pavan Manne

08:07 Jun 14, 2023

I'm trying to find the schema that is used to generate the tooltip when I hover on a contact field hyperlink . I've looked in the Configuration , but I can't find it. Can anyone help me?

2 comments

keith schmitt

15:00 Jun 14, 2023

I believe that would be the MiniPage?

Anastasiia Zhuravel

15:47 Jun 14, 2023

Hello Pavan,

It's ContactMiniPage entity. This functionality can be configured through the section wizard if needed:

Best regards,

Anastasiia

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date

Filters

homepage

Sales_Creatio

8.0

How to have a date range filter in Home Page?

Champi Chandrasiri

15:34 Jun 09, 2023

Hi Everyone,

Please help me to find a way to add a custom date range filter option on the Home page.

The exact requirement is to have a filter which is similar to the quick filters in the section dashboards.

1 comments

Anastasiia Zhuravel

16:55 Jun 12, 2023

Hello,

As of now the quick filter functionality (or ability to apply a separate filter) is not yet available for the Home pages. We've registered a corresponding query for our responsible R&D team to consider implementing this functionality in future releases.

Best regards,

Anastasiia

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Sales_Creatio

8.0

[Open edit page] extra activity

Patrice-ABPost

13:30 Jun 09, 2023

Hello,

since an update to 8.08 (from 8.06), one of our processes has an unwanted behaviour :

a [Open edit page] element, linked to an existing email activity, seems to create an extra activity with [ Recommendations for filling in the page ] as title.

Is it a known behaviour ? how to avoid this ?

best regards

Patrice

2 comments

Anastasiia Zhuravel

14:41 Jun 09, 2023

Hello,

Please contact our support team via support@creatio.com so we could proceed with further analizys as it's hard to determine the root cause of this behavior with no access to business process and site itself.

Thank you for understanding!

Best regards,

Anastasiia

Patrice-ABPost

15:04 Jun 09, 2023

Anastasiia Zhuravel,

ok, thanks !

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Sales_Creatio

8.0

Creating New application - 25P02: current transaction is aborted, commands ignored until end of transaction block

Svitlana Husieva

18:26 Jun 07, 2023

Hello.

I'm trying to create a new Application throught Application management - Application Hub.

But every time have an error:

"25P02: current transaction is aborted, commands ignored until end of transaction block"

What's wrong?

File attachments

Снимок экрана 2023-06-07 в 18.22.21.png

2 comments

Kyrylo Iudin

14:18 Jun 08, 2023

Hello Svitlana!

Hope you're doing well.

Please make sure that your development procedure is organized correctly. For that you can check the next articles:

Also, we suggest to check this Marketplace application. It can help you to generate packages from the file system.

Dmytro Oliinyk

17:58 Apr 23, 2024

had the same issue, problem is that update from file system is deleting a schema with id = 1, but not deleting schema with parentId = 1. you can delete temporary contrain in sysschema to update from sile system and thne when trying to recreate you will find the schema and will be able to react to fix this and recreate constraint

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save

Sales_Creatio

8.0

Saving active record in "Combined Mode" Action button

Eran Malik

13:40 Jun 06, 2023

Hi all.

I'm tying to manually save in silent mode an active record.

When we open a records from the section page, the record (the edit page) is opened in a combined view so if I have a (custom) button on the action bar (on the top, near the "Actions" button) and when clicking on it >> trigger a function.. the function is located in the "xxxSection" JS module.

The problem is that on the section's JS methods, there is no "this.save(config)" method (like we have on an edit page js module) .

So, how can we programmatically save the active record in the "section" module code?

* We need this because we want to force "save record" before doing the actual logic after clicking the button.

(Regular UI ... NOT freedom UI)

Thanks..

1 comments

Oleg Drobina

14:50 Jun 06, 2023

Hello,

You can try using the this.executeCardMethod("save") method upon clicking your button (as it's developed for the "Qualify" button in leads (see the onLeadManagementSectionButtonClick method from the LeadManagementUtilities module)). This will automatically save a page record even if the button was declared in the section code.

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How_to_change_the_date_format_in_the_Mobile_app

Sales_Creatio

8.0

How to change the date format in the Mobile app

Kurt Van de Mierop

20:41 Jun 02, 2023

It seems that the date format in the Mobile app is always MM/DD/YYYY, while I want it to be DD/MM/YYYY. I've correctly set it to Dutch date and time format (which should be DD/MM/YYYY) in my profile in the browser version, but it does not seem to apply itself to the mobile app.

Is anyone successful in achieving this?

0 comments

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Sales_Creatio

8.0

Outlook Connector That ACTUALLY Works

Megan

19:11 Jun 02, 2023

Hello,

I am looking for an Outlook connector that actually works. We have tried all the partner options and they're below satisfactory. I believe that SalesForce has an option that used to be called Lightening that everyone raves about.

I'm wondering if Creatio will make this a priority in their new UI or perhaps have a mobile/tablet app that actually works making this type of product obsolete. At this point I will take either.

1 comments

Uriel Nusenbaum

18:34 Jun 04, 2023

Hi Megan! How are you? Did you try our latest version of the connector: https://marketplace.creatio.com/app/outlook-connector-creatio? In case you have tried it, it would be very helpful if you share your feedback with us. I suggest organizing a demo and being able to show you the capabilities of the connector. We also have a Gmail connector and we are working on a new version for Outlook Web.

Thank you!

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