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
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.
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
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,
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.
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 ?