Sales Creatio | Community Creatio

#readonly

Sales_Creatio

7.18

Is there a way to make user read-only?

Yuriy Konstantinov

21:48 Mar 23, 2022

How to make a user access business processes without the ability to change anything?

The user should be able to view the settings of the process elements and flows, but not edit.

0 comments

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Sales_Creatio

7.18

Save 'Connected to' schema as image

Vladimir Sokolov

17:31 Mar 21, 2022

How would it be possible to save 'Connected to' schema as image or pdf? We need to save versions of Account relationship for history

Thank you!

1 comments

Ryan Farley

23:04 Mar 21, 2022

Just an idea, if you can get html2canvas to work as a module in Creatio, it can save part of the rendered HTML as an image. See https://html2canvas.hertzen.com

It's easy enough to use, something like

html2canvas(#divOfConnectedToElement).then((canvas) =&gt; {
    const base64image = canvas.toDataURL("image/png");
    window.location.href = base64image;
    // you could pass the bytes to a configuration service to save 
    // as attachment or use FileApiService
});

However, you'd likely need to wrap the html2canvas up in a module to use.

Ryan

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data binding

Sales_Creatio

7.16

Data binding tool for Creatio. Bind to 3rd party package

Vladimir Sokolov

15:28 Mar 21, 2022

Hello,

We use 'Data binding tool for Creatio' to bind lookups and other data to their 'data package'.

And when we bind data, the tool offers to choose one of packages. By unknown reason there are also 3rd party packages offered. And it is possible accidentally to bind data to them and not possible to delete from such packages after.

What is the filtration condition to display/hide packages in this tool?

Thank you!

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Sales_Creatio

7.18

How to copy a DCM process

Oren Diga

14:11 Mar 18, 2022

Hello community

Is there an option to copy a DCM process?

I need to build a process, very similar to one I already developed.

If I could somehow duplicate my process, a lot of work will be saved.

Thanks

0 comments

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web service

security

DDoS

Sales_Creatio

7.18

custom web service security

Eran Malik

17:50 Mar 15, 2022

Hi,

Q: IS Creatio custom web service DDOS safe ?

In other words: If I create a custom web service (Anonymous) for integration with external systems (of course with basic security logic to identify the source which is accessing my endpoint), Is creatio DDoS Safe? Or in this case i should use application firewall (like cloudflare) infront of creatio ?

1 comments

Malika

11:22 Apr 18, 2025

Hello,

Thank you for your question.

Creatio does not include built-in DDoS protection for custom web services, including those with anonymous access. While you can implement basic logic to validate incoming requests, this will not protect against distributed denial-of-service (DDoS) attacks.

If you are exposing custom endpoints to external systems, especially anonymously, we recommend placing your Creatio instance behind a Web Application Firewall (WAF), such as Cloudflare, Azure Front Door, or AWS WAF.

A WAF can help with:

Rate limiting
IP filtering
Bot protection
DDoS mitigation at the network level

Additional notes:

Anonymous endpoints are more vulnerable if their URLs become publicly known.
Validation logic is helpful but not enough to stop large-scale traffic.
If your Creatio instance is hosted in the cloud, some baseline protection may be in place, but it does not apply to custom web services exposed externally.

Best regards,
Malika

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currency

multi-currency

Sales_Creatio

7.18

Exchange rate and calculations - in multi currency environment

Aluma Ganiel Koby2

14:23 Mar 15, 2022

Hello

As i was strugle on this issue and finaly figure this out... i belive that this will be helpfull for others...

We have 3 currencies that involve on our process.

US Dollar, ILS - Israel Shekel, and ERU

we neede to translate the relevant currency from 1$ into 3.2 ILS (3.2 as the current rate)

when we try to approach the currency table - the Rate field was 0.0

when we try to approach the Currency Rate Table - the Rate field showed unreasonble number.

so... we checked and we didn't understand why and what. and eventualy, with a GREAT help of creatio represntative, we got this solution:

Preparations:

1. setup the base currency to our currency - in our case is ILS

2. setup the other currencies as follows.

example - US Dollar: setup the Ratio = 1000, setup the rate value to = 3289.000 (in case the 1$=3.289 ILS)

What happened on the back end is that the Currency Rate table is getting the values from this update, and setup the field "Rate" into 304.000 (in that case)

when we want to setup a calculation that uses this rate - whats needed to be done is:

A = get the ratio number from the relevant currency, from the currency lookup table.

B = get the Exchange Rate from the Currency Rate table, for this specific currency.

and do this math: A/B >>> and the result will give you the correct rate !

in this example the rate will be: 1000/304 = 3.289 (1000=Ratio from currency table, 304=Exchange Rate from currency rate)

Then we take the value from that result, and use it in the process.

actualy - when i come to think about it - we need to do this process in the currency table, and save this value for all uses...

If someone has bump into this issue and would like to share her/his opinion... i will be happy to see... maybe we did it all so complex for no reason ... but it works :-)

Thanks

2 comments

Julius

11:24 Mar 16, 2022

Try this guide to implement the Fixer.io -integration for this Purpose:

https://academy.creatio.com/docs/user/bpm_tools/bpm_process_examples/we…

https://academy.creatio.com/docs/user/customization_tools/web_services/…

Aluma Ganiel Koby2

13:08 Mar 16, 2022

Julius,

Thanks, I actually saw that article. i am not sure whether we need to integrate to this site of the the central bank in Israel...

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KPI

Manager

Sales_Creatio

7.18

How can I manage my Sale teams KPI on Creatio sale

Phan Nguyen Thong

12:32 Mar 15, 2022

Hi Creatio community,

I am using Creatio sale. I want to ask that How can I manage my Sale teams KPI on Creatio sale?

For example:

- I can set up the Target KPI to my Sale team members such as: Number of Call, Message, Mails; Revenue

- I can control the KPIs of my team members by seeing how each person has performed

Please help me on that

1 comments

Anastasiia Marushenko

12:40 Mar 17, 2022

Hi there,

Thank you for your question,

To control KPI of each member, we would recommend using Dashboards. With it, you display the results of each member of your team. More information you can find in the article here.

As for target KPI, at the moment there is no corresponding functionality to setup constant numbers in Dashboard section. Our R&D team works on implementing such tool in future releases.

As for now, we would recommend using Gauge dashboard to set up KPI requirements.

Please let us know if any additional questions arise!

Best regards,

Anastasiia

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Sales_Creatio

7.18

Adding dynamic values to a lookup

S Gokul Aditya

13:51 Mar 14, 2022

Hi Team,

i have a scenario where i have to 2 lookups in a section -

lookup 1 - which as fixed set up values (value1, value2, value3...)

lookup 2- whose values are dynamic and should be fetched from external api based on value from lookup 1.

for example: if value1 is chosen, it hits external api and gets set of values that should be populated to choose from.

Please guide me in implementing the same.

Thanks,

Gokul

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Sales_Creatio

7.16

Lead from Landing page. Process error - Failed to get the context for the background operation

Vladimir Sokolov

11:00 Mar 09, 2022

Hello,

Maybe someone can give a solution or a hint how to resolve this situation.

We have several processes with starting signal 'Lead added'. Everything works fine when Lead is added manualy. But when Lead comes from Landing page processes are not started and we see following error in BusinessProcess.Log:

Error while running process [ebda75d0-3e3b-4cb9-ac04-2cc30f61d512] for Lead (Id: [071ded65-fe59-4641-b265-2f04c733b509])

System.InvalidOperationException: Failed to get the context for the background operation. For services without authorization it is necessary to call Terrasoft.Web.Common.SessionHelper.SpecifyWebOperationIdentity.

at Terrasoft.Core.ServiceBus.BusUtils.CreateUserContext(String userName, String sessionId, Guid externalAccessId)

We have tried several solutions:

1. Disabled CSRF protection in web.confing



   and even





   This didn't help

2. Modified starting signal, setting 'Run following elements in the background'. This gave some results, but the process haven't got values from the Lead, so we have tried to add timer. But as there can be a lot of such processes, timer has crashed regulary, so processes were stayed in Running status forever. That's why we have refused to use timer.

3. Than we have created process in the Lead object on message LeadInserted calling usual Process with Lead.Id parameter. This actualy works on our environment, but still raise error 'Failed to get the context for the background operation' on Customer's environments.

So, there is probably some differences in configuration.

Do you have any ideas what this can be? Or any ideas for more workaround solutions?

Thank you!

3 comments

Gleb

16:48 Mar 09, 2022

Hello,

can you please clarify which version of the site do you use as it may affect the process?

Also, please, check if the "Run in background" checkbox is on. If it is, please disable it so the process won't run in the background. After that, you can try performing the action again and notify us about the result.

Thanks.

Kind regards,

Gleb.

Vladimir Sokolov

18:01 Mar 09, 2022

Gleb,

Thank you for your replay.

1) Our client uses version 7.16.3 now. We have tested this process on version 7.18.5 (but only on our environment) - it works correctly. Also we have similar process on 7.13.2 - it also works correctly. But I am not sure if environment configurations are the same.

Besides, it would be nice to resolve this issue without upgrade now.

2) We've set 'Run in background' to off. In that case process starts correctly, but there is another problem - some values of Lead are not available in the process (e.g. default values from Landing page are not set yet). So, this solution doesn't fit our case. (I've described this in p.2 with timer)

Gleb

20:38 Mar 10, 2022

Vladimir Sokolov,

thank you for the additional information.

Unfortunately, there might be quite a lot of reasons for the missing values in Lead (e.g. access rights, configuration, etc).

We would recommend you create a separate case for the support team so that we will be able to reproduce the error on the instance.

Also, it is recommended to update to the newest version to avoid errors that were fixed in the latest updates.

Regards,

Gleb.

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approval

visa

Sales_Creatio

7.16

How to retrieve object ID from Approval (Visa)

Yana

18:43 Mar 07, 2022

Hi community!

We have created replacing schema - VisaNotificationsSchema. In VisaNotificationsSchema we added code to hide "Reject" and "Change approver" buttons. We want to apply it for specified objects . To do it we need to retrieve object Id from Approval. Any suggestions how can we do it?

Best regards,

Jana

1 comments

Marcin Kott

12:06 Mar 08, 2022

Hi Yana,

I just prepared working example so You can adopt it to Your case

 define("VisaNotificationsSchema", function() {
   return {
      methods: {
 
         getVisaActionButtonMenu: function() {
            var menu = this.get("VisaActionButtonMenu");
            if (!Ext.isEmpty(this.values) ? this.values.SchemaName=='Opportunity' : false) {
               menu.removeByIndex(1);
               menu.removeByIndex(1);
               menu.removeByIndex(1);
            }
            return menu;
         }
      },
      diff: [
         {
            "operation": "merge",
            "name": "VisaActionButton",
            "parentName": "NotificationItemTopContainer",
            "propertyName": "items",
            "values": {
               "itemType": Terrasoft.ViewItemType.BUTTON,
               "style": Terrasoft.controls.ButtonEnums.style.TRANSPARENT,
               "classes": {"wrapperClass": ["visaActionButtonWrap-class"]},
               "caption": {"bindTo": "Resources.Strings.VisaActionButton"},
               "prepareMenu": {"bindTo": "selectNotificationItemOnActionButtonClick"},
               "menu": {
                  "items": {"bindTo": "getVisaActionButtonMenu"}
               }
            }
         }
      ]
   };
});

Best regards,

Marcin

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