We are trying to provide access to newly created activity but instead it provides access by default to all the employees and owner of the activity.
We have written a process, were as soon as the activity is created we modify the access by removing access to all the users and by providing...MoreLess
However when creating a zap between LinkedIn and Creatio, only some Creatio fields are visible. - We cannot see / connect in Zapier to all the fields we know are in fact within Creatio.
Example:
In Creatio we have a name field. We can see this in Zapier
In Creatio, we have social media field. However we cannot see this connection in Zapier
How can we alter the Zappier connection to see all fields we have in Creatio?
Hi Ivan, Its a great connector, as feedback for development it will certainly be significant help to the connector 'connect' to more than name...MoreLess
We are trying to create a campaign and for that campaign when we try to add a flow.
In the flow, we have added “Add Data” for object “activity” as showed in the screenshot
When we click on the column values to set option, a list of fields are displayed but unfortunately “Contact” field is not available.
As activity is OOTB created object, by default it does contain contact and account fields but we are not sure on why it is not being listed in the dialog box
In our Creatio CRM we have a number of email templates that display numbers related to currencies and other values. Our client has requested a specific format that requires to have certain thousand separator (10,000,000.00).
We haven't found any way to specify format in the email macros. Does anyone know of a way to achieve this in an email template?
My requirement is to run a scheduler job on monthly basis, Which would retrieve all employee and then group by a specific conditions and do some calculations and update them.
To do calculation we need to retrieve the few more objects.
So that we can do this using C# in console application i can run in task scheduler as i am using OnPremise Creatio CRM.
