Amritha, 



Judging by the screenshot of the process you've sent the element "Set up Access rights " is not connected to the process. Please make sure it's connected and try again. 

If the issue persists don't hesitate to reply to this message. 



Best regards, 

Yurii. 

Few questions ,

Who creates the activity ? Is it a admin or non Admin user ? 

If its non admin user then the above process will not work since the process owner would be a non admin role and in this case you may need to do some changes in the system settings for the user to give access. 

Let me know if this solves .

sethuraghav,

Thank you for the answer, it makes perfect sense. This may certainly be the case as well. 

Hello S Gokul Aditya, 



Could you please specify what exactly do you have problem with? 

Are you not able to find System Settings in the configuration? 

Are you able to find the Systems Settings but not able to change the values? 



Looking forward to your response. 

Best regards, 

Yurii. 

Hi Gokul. You can access system settings inside source code using the Terrasoft.Core.Configuration.SysSettings.GetValue method. Pls find below a code snippet - 

var settingName = "UsrMyCustomSetting";
var appConnection = HttpContext.Current.Application["AppConnection"] as AppConnection;
var settingVal = Terrasoft.Core.Configuration.SysSettings.GetValue<string>(appConnection.SystemUserConnection, settingName);

Alternatively, you can also use the UserConnection as against SystemUserConnection used above.



This question has been answered in this Community question already - 

https://community.creatio.com/questions/how-access-system-settings-client-side-and-server-side



The above code snippet is available here - https://customerfx.com/article/retrieving-and-setting-system-settings-in-client-side-and-server-side-code-in-bpmonline/

Thank you Shrikanth. I will check these links.

Hello Amritha, 

Such situation can occur if this user does not have access to dashboards editing. To grant him access, double-check the operation permissions for Analytics setup and Dashboard object permissions (both operation & record) as well. It should resolve the issue.  

Best regards, 

Anastasiia

Thanks Anastasiia,

But, we don't want to give the complete Dashboard access to the a user/role. If we do add the user/role in operation permissions for Analytics setup and Dashboard object permissions (both operation & record). By default the user/role will have access to all the tabs present in the Dashboard.

We want to restrict a user/role to a certain tab only not to add and then remove access from the remaining tab

Or create a new Dashboard based on the roles/users.

Is there a way in general Dashboard, i create a tab/use the old tab as shown in the above screenshot and give access to a user and when the user logs in can view/edit only that tab not the rest of the tabs?

Regards,

Mayan

Amritha Mayan Gorky,

Hello, 

By a default the Dashboard object permissions are set as on the attached screenshot: 

So this way All employees can edit all the dashboards and it will be enough to "Set up the access rights" for a specific dashboard to prevent All employees from editing this dashboard or grand Edit permission for a specific user.  

However, in case the operation permissions will be removed (not granted for a specific user/role) the user will not be able to Edit the dashboard even if he is added to  "Set us access rights" of a specific dashboard. 



I would advise you to set the Dashboard object permissions as mentioned and in case you need to restrict access to the dashboard for a specific role/user simply configure the "Set up the access rights" for a specific dashboard. 



Best regards, 

Anastasiia

Thanks Anastasiia. This works perfect !

Hi Mark,

The Zapier connector only lets you integrate out-of-the-box fields of Accounts and Contacts sections. The 'Social media' field is not available in base Creatio products.

Ivan Leontiev,

Hi Ivan, Thanks for your help..

Is there any work around. All we want to do  is to have a field to

1) categorise the lead, Facebook, LinkedIn etc. for easy filtering and reporting in Creatio

2) have a field capture a profile

Two fields. Currently Zapier ONLY lets us-name, job title, phone, email, notes and account. (notes is already used). I am sure there are more out of box fields, but Zapier is not letting us see these. see Any suggestions?

Mark Houllier,

Hi Mark,

 

I think Creatio Zapier integration is still in the beta stage. It has limited actions and triggers.

You can go further and use Zapier Run Code Action to call Creatio REST API to create Lead / Contact with all the available data from Linkedin.



Here is the Zapier documentation for code actions in javascript: https://zapier.com/help/create/code-webhooks/use-javascript-code-in-zaps

 

Mark Houllier,

What I have done is create my own webhook. I wire up the webhook as the receiver of the zap in Zapier and the webhook uses OData to pass the data along to Creatio. It's a pain, especially since you have the host the webhook somewhere, but at least you can make it work with any object & columns in Creatio.

Ryan

Mohamed Ouederni,

Thank you Mohaamed, I will look closer into your suggestion.

Ryan Farley,

Thanks as well Ryan I'll pass your information on.

Hi Mark,

Thank you for the detailed description of your business goals. I have forwarded your feedback to the relevant team.

Ivan Leontiev,

What's the roadmap for the Zapier connector?

Can you share more information?

Hi Mohamed,

The team in charge of the connector is currently fixing some errors. They are also planning to develop an option to import lead data to 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, email, phone and notes etc. Personally, I propose the connector, connects in addition =>, 'lead source', from out of the box OR can see and identify the customer created fields. Any further fields that allows easy filtering. Thanks for help.

Hi Mark,

Thanks for the feedback. We have relayed your response to the responsible team.

Any News on the development of the Creatio / Zapier Connector ?

Hi Damien,

This is to inform you that the Creatio Marketplace has a new version of the Zapier connector. This updated connector provides the ability to create workflows with any columns of Creatio sections and details.

Hello,

There is no place to see that in Creatio. But you can use SQL script that shows the size of all tables in the database, so you can see the size of AccoutnFile, ContactFile, OpportunityFile tables and so on.

 SELECT

  t.Name                                       AS TableName,

  s.Name                                       AS SchemaName,

  p.Rows                                       AS RowCounts,

  SUM(a.total_pages) * 8                       AS TotalSpaceKB,

  SUM(a.used_pages) * 8                        AS UsedSpaceKB,

  (SUM(a.total_pages) - SUM(a.used_pages)) * 8 AS UnusedSpaceKB

FROM

  sys.tables t

  INNER JOIN sys.indexes i ON t.object_id = i.object_id

  INNER JOIN sys.partitions p ON i.object_id = p.object_id AND i.index_id = p.index_id

  INNER JOIN sys.allocation_units a ON p.partition_id = a.container_id

  LEFT OUTER JOIN sys.schemas s ON t.schema_id = s.schema_id

WHERE

  t.Name NOT LIKE 'dt%'

  AND t.is_ms_shipped = 0

  AND i.object_id > 255

GROUP BY

  t.Name, s.Name, p.Rows

ORDER BY

  t.Name;

Regards,

Dean

Hi Gabriele,

We need more data to reproduce the issue:

1. Is this error specific to a single opportunity, or is it triggered for every opportunity?

2. Does your report have any text columns with HTML markup (for example, Notes or Feed messages)?

Hi Alexander Demidov,

1 - the error is triggered for every opportunity

2 - no

The problem seems to be in the "handling" of the excel file.

Here an example of a template:

https://www.dropbox.com/s/p8z7hpwh0evbx4t/PBU_1.xlsx?dl=0

In the previous version the problem was not there.

Best regards

Hi Gabriele,

You are correct. The most likely cause of the error is the Excel template itself. Please create a similar report without a template. Download the report and use the file as a basis for the template. Add one worksheet at a time to the file and test it.

Amritha ,

Any object created by the campaign (e.g. activity) is automatically connected to the contact entity via business logic of the campaign. There's no need to connect it manually. 



Best regards, 

Yurii. 

Hello,

The macros take the actual value in the database. If you have 10,000,000.00 on UI, in the db you will have 10000000.00. That's why macro value has no separators. Currently it is not possible to add comma separators in macros. We have active task in our backlog to implement this logic for macros as well, but it will be available in future application versions.

Regards,

Dean

dean parrett,

Has there been a release to fix this issue?

As far as I can see it has not changed.

Kieron Moran,

We have checked this and this functionality has not been implemented yet. 

Mira Dmitruk,

Do you know when it will be implemented? The original question was asked 2.5 years ago.

Kieron Moran,

Hello,

Unfortunately, we do not have an exact ETA at the moment.

Once it is implemented, it will be mentioned in the Release Notes at https://academy.creatio.com/docs/release

Best regards,

Yuliya

Hi Nagaraju,

To run this action once per month a business process with a timer can be created that will create a scheduler task. And then you can either add a script task to the process, or use read data and read a collection of records or implement any other logic required.

Best regards,

Oscar

Hi Akshit,

it is not possible out-of-the-box. However, there are some (paid) marketplace add-ons that enable you to do this.

Another way would be to programmatically add the functionality on your own, but you will need some SMS gateway to send the messages, which will usually cost something.

There is an example in the academy about how to add a custom marketing campaign element for sending SMS here: https://academy.creatio.com/docs/developer/elements_and_components/marketing_campaigns/marketing_campaigns#title-1457-3

BR,

Robert

It is possible to use Web service in your business process to send SMS via a lot of SMS providers