Sales Creatio | Community Creatio

Sales_Creatio

7.18

how to add Feed in multiple tabs in same section

Akshit

11:07 Dec 29, 2021

Hi Team,

Requirement is to add Feed in different tabs in same section Please see the below snip:

1. How can I configure this ?

2. Also How to make sure that communication happening on one feed should not be visible to other feed.i,e Communications in feed of "Discussion- GC & Insurer" &...MoreLess

1 comments

Anastasiia Zhuravel

19:00 Dec 30, 2021

Hello Akshit,

The described functionality cannot be achieved with a help of basic system tools. Moreover, business rules functionality...MoreLess

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Sales_Creatio

7.18

Integration with Twilio Sendgrid email API

Akshit

03:56 Dec 29, 2021

Hi Team,

Can anyone please share an example (If there is any) of how to integrate with Twilio Sendgrid email api ?

Though I have already gone through this https://www.twilio.com/sendgrid/email-api

and figured out that I need to write C# code in source code schema to use sendgrid email api...MoreLess

3 comments

Oleg Drobina

12:18 Dec 29, 2021

Hi Akshit,

This question should be addressed to the SendGrid support and once you receive a reply and some package should be installed in Creatio...MoreLess

Akshit

09:13 Jan 03, 2022

Oscar Dylan,

Thanks for your response,

How can we install nuget packages in creatio environment(on-cloud setup) ?

Thank for your time!

Anastasiia Zhuravel

09:22 Jan 03, 2022

Akshit,

Hi,

Packages can be installed through the "Installed applications" section as was mentioned by Oscar or in case it's cloud instance...MoreLess

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Sales_Creatio

7.18

How to display message for the field (without any conditions)

Akshit

13:16 Dec 27, 2021

Hi Team,

In this scenario I want to display a message (Information about the field) for the field(please see the below screenshot) having hidden title on page (because tooltip doesn't work in case if title is hidden).

Can we show Information message for these kind of fields like in below screenshot

please help in achieving this functionality.

Thanks for your time.

1 comments

Oleg Drobina

15:53 Dec 27, 2021

Hi Akshit,

Have you tried implementing the logic similar to the one described in this Academy article? What was the result?

Best regards,

Oscar

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Sales_Creatio

7.18

How to apply color on record page fields

Akshit

13:03 Dec 27, 2021

Hi Team,

I want to apply color on the record page fields (without any conditions) and I have found this article https://customerfx.com/article/adding-custom-css-style-sheets-in-bpmonline/ but I am not good with CSS, so can anyone please tell me

If I want to apply a color on any field...MoreLess

1 comments

Best reply

Oleg Drobina

13:50 Dec 27, 2021

Hi Akshit,

Righ-click on the field and choose the "Inspect" option:

Once done you will see the page HTML:

In your case you need to choos...MoreLess

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connected

relationship

list

reports

Sales_Creatio

7.18

Display Relationship diagram as a list

Kevin Brady

17:55 Dec 20, 2021

Hello all,

I am trying to display the relationship information within the newer connected to diagram as a list such as how the older detail used to be able to be used.

Is there a way to display the information as a list so that it can be easily viewed in a list and exported out to excel?

I have tried to create a list report based off the underlying object for the diagram but I have been unable to find the correct object to use.

1 comments

Anastasiia Lazurenko

18:11 Dec 21, 2021

Hello Kevin,

Thank you for your question!

Unfortunately, the list view and export are not available in the new UI for "Connected to" diagram...MoreLess

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relationship

Sales_Creatio

7.18

Account relationship

Stefano Bassoli

20:30 Dec 18, 2021

Hi community

I'm using the new relationship feature to connect accounts

In the account's "connected to" tab, I setuped which is the parent account of current account.

I'm looking for a method for extract all accounts which have a parent account assigned, using advanced filter.

Missing the view to configure the filter on new tables?

4 comments

Artem

17:32 Dec 20, 2021

Hello,

Thank you for your question.

In order to get the wanted filter please choose the correct column called "Parent account". ...MoreLess

Stefano Bassoli

10:03 Dec 21, 2021

Artem,

Hi Artem,

the parent account field does not work correctly with the new "Relation connection" table used for describe the account hierarchy,

Artem

22:20 Dec 21, 2021

Hello Stefano,

Sadly, filtering will not work in this case.

It is due to the fact that the "connected to" diagram was created to be universal...MoreLess

Stefano Bassoli

08:17 Dec 24, 2021

Hi,

I solved the problem.

I've created a view table, here my postgres script view

DROP VIEW
 
IF EXISTS "UsrAccountParentView";...

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Sales_Creatio

7.18

How to make a custom attachement object similar to the section attachment object

Akshit

08:03 Dec 16, 2021

Import Census is a section attachement object( which is system generated ) so we have a attachment link there but I have created one custom attachement object (Import Claims) and linked it with section but we need to have the same attachment icon to be present with the custom object as it is in Import Census object so that users can attach the files.

Please help me to achieve this.

Many Thanks!

6 comments

Pratik Sanghani

09:54 Dec 16, 2021

Hi Akshit,

Since you have already added Detail in Section. To add Custom style in the Detail, Please follow the below article.

https://academy...MoreLess

Akshit

14:21 Dec 21, 2021

Functionality is working fine but the only issue is this "Drag File Here" is not showing as it is showing in section's attachment...MoreLess

Akshit

07:08 Dec 22, 2021

Please help.

Anastasiia Lazurenko

11:13 Dec 22, 2021

Hi Akshit,

Unfortunately, there can only be one drag'n'drop area on the edit page, so on one tab it will work, but on the second it does not...MoreLess

Akshit

11:23 Dec 22, 2021

Anastasiia Lazurenko,

Thank you for your reply.

I have used your code but nothing reflected it is still the same.

Akshit

07:40 Dec 23, 2021

Anastasiia Lazurenko,

Please suggest something so that I can remove "Drag File Here".

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Sales_Creatio

7.18

System.UriFormatException:

keith schmitt

14:42 Dec 14, 2021

Hello all,

I am getting this error while restarting with CLIO. I am not sure where to start. There is nothing in the process log. any suggestions?

System.UriFormatException: Invalid URI: The format of the URI could not be determined.
   at System.Uri.CreateThis(String uri, Boolean...

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4 comments

Best reply

Oleg Drobina

15:26 Dec 14, 2021

Hi,

Please use the following command instead:

clio restart -u http://o_drobina:1025 -l Supervisor -p Supervisor

where http://o_drobina:1025...

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VOIP

calls

anyvoip

Sales_Creatio

7.18

Calls integration

Luis Mario Sanchez Reza

00:03 Dec 14, 2021

Hello, we need to connect our provider of calls but we only have the settings for do it with sip server, exist any connector that we can use for doing it?

Our provider it's different to the current list of connectors or integrations (webitel,avaya, etc)

2 comments

Bogdan

11:20 Dec 14, 2021

Hello Luis,

Could you please specify the provider's name?

Best regards,

Bogdan

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organizational roles

functional roles

structure

Sales_Creatio

7.17

Organisational Role design - Higher level to lower level or from lower level to higher level

Amritha Mayan Gorky

12:40 Dec 10, 2021

Hi Team,

We are trying to configure the organisational structure and need to understand how the hierarchy [access] will be passed on in the structure, whether the access/configured from higher level to lower level in the organisational structure or the opposite needs to be set up.

For example, consider...MoreLess

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