Hi Team,

A new DCM is created/OOTB DCM is used in a stage and few records are created. Post that there is a change made in the life cycle and new stages are added and saved and made it actual version.

Records created post the new stages has been defined will have the new DCM stage shown but the old...MoreLess

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4 comments

Hello,

We have already registered it in the backlog of our R&D team to fix this logic in future releases.

Currently, you can onl...MoreLess

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Hi,

Is there a way to add advanced filter mode to lookup record in lookup section?

Right now there is only "Add filter" option on Filters/folders. I need to add "Switch to advanced mode" to lookup record to add more modes to filter. 

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At the moment, it is not possible to configure advanced filters in Lookups records.

We have recorded your request and this issue will be considered...MoreLess

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pivot
Sales_Creatio
8.0

Hello!

We need to add Pivot to the Account page.



As there is no widget with pivot available in page wizard, is there another option to do that?

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4 comments

I do wish we could add dashboard list elements on pages. It would make things easy to display unrelated data on a page and things like pivo...MoreLess

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dashboard
Metrics
Opportunities
Color
Sales_Creatio
8.0

Hello all,

Is there any way to change the color of the big blue confidence level widget on opportunities? It looks good when the instance is configured in standard Creatio blue but we have several clients using different section colors and when you make the section list something like red, it clashes.

Is there any way to change the color of the widget?

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Best reply

You can add this CSS to the opportunity page:

#ConfidenceLevelWidgetContainer .background-container {
    background-color: #9f5989;
}

Result

...

MoreLess

You can add this CSS to the opportunity page:

#ConfidenceLevelWidgetContainer .background-container {
    background-color: #9f5989;
}

Result

...

MoreLess

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ZAPIER_error_when_transferring_data:_Could_not_parse_JSON_from_/0/DataService/json/SyncReply/RuntimeEntitySchemaRequest
Sales_Creatio
7.18

7.18.5 in-site

Set up integration with ZAPIER - 1.03.

Periodically, ZAPIER gives an error when transferring data:

Could not parse JSON from /0/DataService/json/SyncReply/RuntimeEntitySchemaRequest

hide details

http://joxi.ru/Vm6B4jWt04GMkm

This is all the information that displays by mistake ZAPIER

the error occurs when transferring not all but only some records

Can someone explain what this error is?

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4 comments

Hi Alexey!



Please tell us more about the issue.

Which steps did you take to transfer data?

Did any common errors occur?

Did the issue occur on a particular step?

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delete
editpage
Sales_Creatio
8.0

How do I delete a column from an Edit Page? We have sections with unused or accidentally added columns that we want to clean up and not have visible in Edit Page

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Hello Jeremy, 

The column can be deleted directly from the Section Wizard. 



If you have different data on UI and in Section Wizard...MoreLess

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7.18
Sales_Creatio

Hi,

I would like to add a hyperlink (titled "Details" below) in edit page of a record. When clicking the hyperlink it should redirect to another page in a new tab.

Right now clicking "Details" the page opens in new tab. My issue is that along with the required page, a new tab opens at https://{sitename}/0/Nui/ViewModule...MoreLess

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Best reply

Hello Nirupama,

Terrasoft.ViewItemType.HYPERLINK item type also has an addtional property "href" and if it's not filled in by default it's...MoreLess

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#AutoGeneratedPage
#HideCloseButton
Sales_Creatio
8.0

Hi community,

How may I hide the close button in the auto-generated page?

We use the Sales Enterprise Cloud edition.

Thank you!

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1 comments
Best reply

Hello Andrew!



It's possible to hide "Close" button by applying custom CSS style to the AutoGeneratedPageV2 schema. You will need to find the...MoreLess

Hello Andrew!



It's possible to hide "Close" button by applying custom CSS style to the AutoGeneratedPageV2 schema. You will need to find the...MoreLess

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CTI
notifications
Sales_Creatio
7.16

Hello!



We have such a situation that numbers of notifications in CTI panel appears, but no notification is shown here. Or quantity of notifications differs from red number shown. And this situation is for many users.



How can be resolve this issue?



Thank you!



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1 comments

Hello Vladimir,

Based on the shared information, I can assume that the issue may relate to the Visa object.

You may have a record in the...MoreLess

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Business Process
pre-configured page
frontEnd
Sales_Creatio
8.0

Hello Community,

I have created a button in a MiniPage which via the ProcessModuleUtilities executes a business proccess.

This business process has simple logic, its reponsible for opening a preconfigured page.

I want that when clicking the button, the preconfigured page is opened in a new Browser Window

How can that be achieved

Sasori

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5 comments

Hello Sasori,

There is no option to achieve the task required in your case unfortunately even using NetworkUtilities or message sending...MoreLess

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