Hello. I'm working with the Multiple choice field setup for Creatio (https://marketplace.creatio.com/app/multiple-choice-field-setup-creatio) add-on but I'm not getting it to save the selected values.

I've followed the guide here: https://marketplace.creatio.com/sites/marketplace/files/app-guide/Multi…

I...MoreLess

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Fixed it with another one. Last one was wrong

              mainEntitySchemaName: "ChessContactInterest",
              mainColumnName: "ChessContact"...

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Dear, In account, there is the visual schema in the ConnectedTo tab: https://prnt.sc/10q02hg How can I add a relation in this schema from a business process? I cannot find the existing connections in any object and if I try to add a new relationship to the Relationship object, nothing is changed. Kind regards, Vincent

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Hello Vincent,

Hope you're doing well.

To be able to add or modify relationships via business process please use the objec...MoreLess

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Hi,

Is it possible to create Data entry compliance for Leads section? Or any of the custom sections?

Thanks

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HI Kavian,

Yes, it's possible. Here are the steps;

1) Add a "Completeness" field into your section object. This one should be a...MoreLess

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HI,

Currently I have my Creatio set up to use an individual's person mailbox for sending system emails e.g. the Mailbox for sending email with information on approval. This causes issues, as this persons mailbox gets filled up with sent items which are not appropriate.

We use Office 365 for mail and...MoreLess

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Dear Mark,

For now, distribution group mailboxes are not supported on our platform. I will ask our developers to take into consideration your...MoreLess

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Hello colleagues,

Somebody using this app? 

First of all understand if it works with FastReport printables, ad if the case:

Could you share, please some tips to populate the parameters? With the documentation provide I have doubt's and, of course, getting errors using it on those parameters...MoreLess

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Hi Julio,

This app only supports .docx printables, therefore the 'Convert to PDF' parameter must always be 'False'.

Here is ho...MoreLess

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Hello Colleagues,

In a process I need to publish some articles or info regarding some specific contacts in Customers. Those are specifically to one contact in the account.

I get the contact id, but don't know how to get the id of the user that belongs this contact to could add permissions to the article in the knowledge base,

Some ideas, please?

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Dear Julio,

In general - it is not possible. Theoretically you can read the system administration object and get the contact id. Anyway that...MoreLess

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hello colleagues

On Creatio 7.17.2 (Cloud, updated by Creatio) I cannot upload Excel Templates.

I also delete extensions .jar, and .apk regarding what publish some time ago @Ryan Farley on https://customerfx.com/article/failure-to-upload-template-for-excel-rep…

But on a new site (demo) on v 7.17.1 without to modify nothing regarding extensions I can upload without any problem. I report this to Creatio Support, but they ask me to publish the problem here.

Thanks in advance

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Hello Julio,

Thank you for the detailed video. I saved the link and removed it from the post.

I was able to reproduce the issu...MoreLess

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While creating a dashboard , to select any contact / owner , Creatio gives the option to choose contact or current contact . If the same dashboard is to be made available for a specific org role or few org roles  , how can that be configured ?

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Hello Shailey,

You can try to built the filter in a following way:

Best regards,

Bogdan S.

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Hello,

I would like to block the customer file upload for incoming calls on certain phone numbers, can you tell me how to do this, please?

Best regards.

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Hello Antoine,

Can you please provide us with more details regarding your request?

Thank you!

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Hello colleagues,

I need to generate a FastReport Template, attach to accounts files and after this send it using, also from Marketplace "Send email with attachments"

How can I orchestrate the process to could send this email with the report attached?

Some suggestions

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Hello Julio,

Please check this Marketplace add-on. I believe it can cover your business need.

Best regards,

Bogdan S.

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