Hello!



We have Product field in 'Product in order' detail and we can add Product.Type, Product.Category and other columns in the detail for employee users.

But is no option to add them in the detail for Portal users. It is incorrect way to add such fields and synchronise them (cause there can be a lot of them) to the detail.



How can we display such linked fields in details for Portal users?

Thank you!

Hi Team,

We have created two case life cycle [DCM] and the initial stage for both the cycle is not the same. So we cant set the stage as a default as the initial stage is different for Both the cycle and we need to write a business process that as soon as the case is created based on of the field selected in the mini field set the first stage.

Question : is it possible to set the first stage based on the field value selected in mini page without writing a business process. How do we set default value for the case life cycle based on the field value selected.

Thanks in advance!

Regards,

Mayan

Hi Team,

We want to retrieve a specific record by Id along with all the related elements (eg - Retrieve Account A with all of its related Contacts). 

What we already know:

We can retrieve the account record itself along with related records that are linked with lookupfields, like the PrimaryContact

Account(0001111-1111-1111-1111-111111231123)?$expand=PrimaryContact($select=Name)

This works, but it returns only one contact, the primary one.

Instead, we need an embedded list of contacts, like

{
    "@odata.context": myurl.creatio.com/0/odata/$metadata#Account(PrimaryContact(Name))/$entity,
    "Id": "22222-222222-2222-222222-22222207ba6",
    "Name": "somename",
    "OwnerId": "111111-11111-11111-11111-1111111",
    "CreatedOn": "2022-11-16T21:11:57.214167Z",
    "Contacts“ : [
{object}, {object}
]
}

Given the first URL in the response, we expected that all NavigationProperties would behave the same:

But this collection:

Is not accessible. If we call for :

Account(0002204c-d255-46c0-bea6-0f32e2e07ba6)?$expand=ContactCollectionByAccount

We get this error in return:

{
    "error": {
        "code": "",
        "message": "An error has occurred."
    }
}

If we use other expand values, we retrieve meaningful errors like „Could not find a property named xy“, but this error is not self explaining. How can we return an object with an embedded list of children? I know that in this example we also could ask for a list of Contacts filtered by their account, but we cannot do that in all scenarios we have in mind.

Thank you

Petrika

Our sales and production processes use multiple funnels. Huge advantage of Creatio is the ability to create multiple funnels with different settings. That is why we chose Creatio when fucked off russian amoCRM.

But the trouble is, we have an opportunity to build several funnels, but we have not the ability to manage several funnels together.

We found the Calculated metric add-on, which allows you to operate with formulas and get, for example, the conversion rate for the sum of two funnels, LTV or the number of sales per client for two funnels.

But it is not clear why you stopped half way and did not create the Lists and Charts in the same way.

THIS IS MEGA USEFUL. It is almost the functionality of Power BI.

Serious competitive advantage

Please clarify if there are any plans to improve it and when?

Thank you!

Hello Community,

I'm trying to implement the opportunity Client in creatio Latest version. How can we add diff and attributes in latest version?

I tried in this way, but it didn't work. Is there any way to do the multilookup column or can we do multilookup column in latest version.

{

                "operation": "insert",

                "name": "Customer",

                "values": {

                    "type": "crt.ComboBox",

                    "label": "Customer",

                    "control": "",

                    "listActions": [],

                    "showValueAsLink": true,

                    "controlActions": [],

                    "multiLookupColumns": [

                        "Account",

                        "Contact"

                    ],

                    "layoutConfig": {

                        "column": 1,

                        "row": 1,

                        "colSpan": 1,

                        "rowSpan": 1

                    },

                    "controlConfig": {

                        "enableLeftIcon": true,

                        "leftIconConfig": {

                            "bindTo": "getMultiLookupIconConfig"

                        }

                    }

                },

                "parentName": "SideAreaProfileContainer",

                "propertyName": "items",

                "index": 0

            },

Thanks in advance! 

Regards,

I Yasaswini

Hello Team,

I am trying to insert a null guid directly to the DB. I use the following snippet

	QueryColumnExpression nullParameter =
					Column.Parameter(DBNull.Value, new GuidDataValueType(UserConnection.DataValueTypeManager));
				update.Set("ResponseDetailsId", nullParameter);

I get the following exception

System.NotSupportedException: The CLR type Terrasoft.Core.DB.QueryColumnExpression isn't supported by Npgsql or your PostgreSQL. If you wish to map it to a PostgreSQL composite type you need to register it before usage, please refer to the documentation.

 

If this is not a suitable way, which is the proper way to insert a null guid directly in a PostgreSQL db from C# code ?

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 records will have the old DCM and option to “change case” available and on click of the “change case” the stage will show with the new DCM flow.

Question : instead of going to each and every old record to change the DCM to the new DCM created, is there an option to update all the old records DCM to the newly created DCM?

Thanks in advance!

Regards,

Mayan

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. 

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?

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?