Dear Kavian,

As for now, there is no such functionality. R&D team responsible for this functionality is already working on implementing it in the future releases.

Best regards,

Angela

Hi Amritha,

There is no option to preview or open the printable report without downloading the file itself. Theoretically, it is possible to develop custom preview of the report in the application, but it would be quite a complicated development task. Unfortunately, we do not have any examples of such implementation.

I will register your idea in our R&D team backlog, it might be available in future application versions.

Regards,

Dean

Dean Parrett,

Is is possible to open the downloaded printable automatically post downloading it instead of manually going to downloads and clicking on the downloaded printable?

Amritha Mayan Gorky,

Yes, but this question relates more to your browser. For example in Chrome, there is an option to open files of some certain type automatically after the download. After downloading the file, select Always open files of this type option. Next time when downloading Word file, like in my case, it will be opened automatically.

Regards,

Dean

Hi Lori Keller,

We have already registered the idea for our R&D team to implement this functionality in further releases. I will assign your case to this project in order to increase its priority.  

Hi Amritha,

You can use this option when adding a contact upon record creation and then choose the contact type manually:

Also you can set some value for the contact type as a value by default in the "Contact" object settings for the "Type" column:

And as a result the contact will be automatically created with the "Type" column value being filled in.

These two approaches are easier than replacing the ContactEnrichmentSchema, adding the ContactType attribute and column into the modal window that is opened when enriching the contact.

Best regards,

Oscar

Hi Kavian, 



Could you please bring more details here?



We've tested it with our demo instance and Outlook 2016 wih all the defalut fileds in a Contact card.



Name and Full job title were filled in in Creatio and here's the result in Outlook:

Maybe, you have some custom fields in Outlook?



Thank you.

Bohdan Zdor,

 Thanks, 

For example, since originally the client has populated "Title" field, instead of "Full job title", contacts in Outlook are synced with "Title" value as salutation. However, this was wrong and now, if we remove the value of the "Title" field in Creatio, the salutation in Outlook remains untouched. This is however, the exchange synchronization triggered after updating the contact record:

Bohdan Zdor,

Another question,

Is there any workaround to allow all users sync contacts to Outlook, despite the owner of the record?

Hi Kavian,

Unfortunately, it's not possible to use sync with Outlook functionality when you're not the owner of a contact. We've passed this information to our R&D to implement such functionality in future releases.



Thank you.

Hi Kavian,

It is not possible to delete contacts from outlook through Creatio. If the contact is delete from Creatio, it will still remain in outlook.

It is specifically designed to prevent accidental contacts deletion from outlook after deleting contacts on the website.

Regards,

Dean

Dean Parrett,

Thanks for your response. I came across this Marketplace add-on.

https://marketplace.creatio.com/app/exchange-contacts-sync-creatio

One of the key features mentioned is the "deletion of a contact/contact group in Exchange based on the respective action in Creatio".

Have you ever happened to use this?

Thanks

Kavian Abhari,

You can try to use this add-on to achieve your business task, but by default there is not such option.

Regards,

Dean

Hello,

You can try this marketplace application to achieve your business task, I haven't used it before. But by default, it is not possible to delete the contacts from outlook by deleting the contact in Creatio.

Regards,

Dean

Hello Amritha,

To add more columns to the "Columns setup" they should be added to the detail object directly and then they will become available in the "Columns setup". Starting from 7.16.4 horizontal scroll in the column setup is available out-of-the-box so please update your app to 7.16.4 to get needed functionality without additional development. As for adding the scroll to the main detail - I am not sure if it is possible since properties like "overflow-y" or "scroll-padding-top" are CSS properties that can be theoretically added to the grid wrap of the detail data grid, but it would be easier to use the "Show more" option at the bottom of the detail rather than developing custom CSS and connecting it as a separate module to the detail schema.

Best regards,

Oscar

Dear Chris,

As for now, there is no possibility now to change the way how time is displayed in the calendar. We have this idea registered for our R&D team so they will consider it for implementing in the future updates. 

Best regards,

Angela

Hi,

Is there any updates on this or still no way to change the hour view?

Hello Cheng,

The email that is generated from the business process in case this email is being sent manually is an activity itself and we can use this to bind it to another activity. It is way more easier to do using the following process rather than creating a code that could do it:

This is more relevant approach since you let the end user to select an activity to which the email should be connected (you can also add other conditions so to automatically bind the sent email to another activity, this process can be modifed in the way you need).

Best regards,

Oscar

Hi Oscar,

Thanks for the info. The solution will work technically , but on user level it is difficult to use that because:

1. Usually, activity will be a big list. Sometime, lots of fields have the same value. It is really difficult for users to do this manually. 

2. The autogenerated page element will only be executed after the email is sent. Before that, the business process will remain on running (on the send email element).

Is there anyway we can get the created email Id right after the email (activity) is created in the database?  

Cheng Gong,

Thank you for the clarifications!

As for the first point - it depends on the way activities are generated in the system. Yes subjects of activities can be similar and it would be difficult to select the correct one so we can use an automatization in the process using the "Read data" element and filters inside this element so to get the activity needed in our case (that should be connected to the email-activity). That's why I mentioned that the process can\should be modified.

As for the second point - that's also a good notice, in this case the user can select the activity directly in the list of activities in this field on the email page:

Or let the automated process to connect this email to the activity that the process selects (for example using the "Read data" process element).

You can get a created activity Id in the database directly for example by its creation date, subject of the email, sender of the email or other parameters and for example start another process that will apply needed connections to the email in case you don't need the activity to be connected to the email after the email is sent.

Best regards,

Oscar

Hi Oscar,

We can generate the name of activity, however, it still leaves the select to the user, and this might cause the email is linked to the wrong activity. 

We know we can let user to select the connect to activity from the UI of the email. but again, same story as above. User can make mistake there.

You can get a created activity Id in the database directly for example by its creation date, subject of the email, sender of the email or other parameters and for example start another process that will apply needed connections to the email in case you don't need the activity to be connected to the email after the email is sent.

Yes, we can get it by using few field, but the certainty is not 100%. Also, if we connect the email and activity in another process, we will lose the original activity which triggered process.

Is there any way we can add custom code in the SendEmail element?

Cheng Gong,

Yes there is a possibility to add a custom code in the advanced settings of the element:

but the code will be executed after any changes to the email are applied and the record is saved, but not when it is created.

Best regards,

Oscar

Hi Oscar,

Thank you for the information and eventually the issue and solution is found.

Due to the local dev is still old version 7.12 and I am using file design mode, Visual Studio's stop point is not hit, but actually the function is fired. After I switch on the "Force Compile" option, it is working properly.

On the later version, the function is trigger right after the email activity is created by the element. I post the code in case anyone who need realize the same function (for example, connect the email to the custom section via process element).

var id = activity.PrimaryColumnValue;
var userConnection = this.Get<UserConnection>("UserConnection");
Activity fromDb = new Activity(UserConnection);
fromDb.FetchFromDB(id);
Guid linkedActivityId = fromDb.ActivityConnectionId;
var originalActivityId = this.Get<Guid>("UsrActivityId");
 
if (linkedActivityId == Guid.Empty && originalActivityId != Guid.Empty)
{
		using (DBExecutor executor = UserConnection.EnsureDBConnection())
		{
			Update updateActivity = (Update)new Update(userConnection, "Activity")
					.Set("ActivityConnectionId", Column.Parameter(originalActivityId))
					.Where("Id").IsEqual(Column.Parameter(id));
					updateActivity.Execute(executor);
		}
}

Here "UsrActivityId" is process parameter's code for the activity which triggers the process.

Be careful with the update query, you would better not update any field which is in your process trigger.

Cheng Gong,

Fantastic! Good job and thank you for sharing the code!

Best regards,

Oscar

Dear Amritha,

You can modify the OOB business process and add a search for an existing contact - the process is called Lead qualification. Feel free to modify it according to your business tasks! Make sure to update the Lead management process system setting after a new version of the process is created. 

Best regards,

Angela

Hello!



It will be easier to deploy such schema on the on-site application since you can control the environment and create as many copies of existing application as you need to. Other solution would be to use SVN or packages to transfer changes. The task as you described it can also be implemented via Marketplace addons like Field Sales. 

Best regards,

Angela

Angela Reyes,

Thank you for your response, Angela! This is in the context of cloud. Is there an admin portal for the partner to manage an implementation-specific image (containing all creatio technical components) that can be provisioned for all customers by the click of a button and also manage all such configured instances? In such a setting, how does marketplace licensing for plugins work? Is it on a per-instance model or a base package model?  

amanthena,

Such an option is not available for cloud - for security purposes, we manage our servers only internally and do not provide access to it for partners. As for the marketplace licensing - please check this article: 

https://academy.creatio.com/documents/technic-sdkmp/7-16/marketplace-ap…

Best regards,

Angela