Sorry having disturbing, i put it blank and it works.

The issue is that the value has a 1:many relationship with the opportunity. The opportunity can have multiple products added, so which one would display? In this case, you should add this using "Set up report tables" which would result in a table or list of the products added to the opportunity.

Ryan

Thank you Ryan

it was exactly what i was looking for

Hello Julio, 

Unfortunately, there is no possibility to start the chat with existing contacts from the system. The chat feature enables you to receive requests from external users at the moment. We will raise the idea for R&D team to implement this feature for chats in further releases. 

You can find more detailed information about chats in the Communications - Work with chats Academy article. 

Best regards, 

Olga. 

Olga Avis,

Thanks Olga

Sorry i ve got it

i needed to go into the detail parameters...

Thank you !

Dear Nicolas,

The is such option by default nor similar addon on the marketplace. We've registered your idea in our R&D team backlog to consider such implementation in future application versions.

Regards,

Dean

Is it exists in newest version? 

Dear Dmytro,



This functionality wan not implemented in the new version. Our R&D team still working on that.



Best regards,

Bogdan

Hi Nicolas,

Creatio Marketplace has a mapping tool called Mapsly that can geocode your accounts based on coordinates/address and display them on the map.

i did it with Toolkit to setup map view for Creatio

and following this guide

thank !

Solved, rights have been put on the column

i remove the rights and it is ok

You can find updateOpportunityDaysValues method in BaseOpportunityPage

Vladimir Sokolov,

Thank you.

Hello Mike, 

You can synchronize Microsoft Teams meetings with Creatio if they are synchronized into your Outlook calendar. More detailed instructions can be found in the Synchronize calendar with MS Exchange and Microsoft 365 Academy article. 

The created meetings in Teams are being synchronized into Outlook, and as a result, they are displayed in Creatio system.

Please, let us know in case any further information is required. 

Best regards, 

Olga. 

Olga Avis,

I was actually referencing the messaging functionality of teams.

Hello Mike, 

Thank you for the clarification!

I will register the idea for our R&D team to overview the possibility of integrating the Creatio with the Microsoft teams chat feature in further releases. 

As for now, chats functionality enables the possibility to create new chats from Facebook Messenger or Telegram. More detailed information can be found in the following articles: 

• Set up chat
• Work with chats

Best regards, 

Olga. 

I' m getting this question more and more from customers and also from potential customers. Would be nice if we can offer an integration. 

Hello Sandra, 

Thank you for your comment!

We have already created the appropriate project for our R&D team. We will increase its priority for realization in further releases. 

Thank you for helping us become better!

Best regards, 

Olga. 

Hi,



Would like to add a +1 here. It's a request being asked more and more by customers & prospects for two scenarios.



1) For the company internal chat (as a lot of them are using Teams, they don't want to have to use an additional channel with the internal chat functionality in Creatio if it cannot match the Teams groups.

2) Customers and prospects when looking at the working with chat functionality when exploring the Service Creatio as Teams has taken a lot more market share in the last 2 years.

is there any update to this feature request?

I would love it if the Feed function in Creatio could be mapped to a Teams channel. Having say a Project Feed note in Creatio send that as a message to the specific Team channel for that account would be amazing

+1 it will be very good option

+1 The current communication panel is more like a notification panel (even without sound), but users need full-fledged communication - groups, individual chats, attachments, sound notifications, the number of unread messages for each chat-group.

Hi Heather, 

I usually do this in a script task with an ESQ, however, if you can set a field to flag the records you can do it in a process without coding. You can see this article for some details on how to loop in a process by flagging records: https://customerfx.com/article/how-to-loop-through-records-in-a-process…

The basic idea is:

1. Create a process param that will hold the concatenated value
2. Use a modify data to flag all the records you want to work with
3. Now, read the flagged records
4. Check if you got a record by checking if the Id != Guid.Empty
5. Concatenate the value in the process param
6. Unflag the record by using a modify data to un-set the field
7. Loop back to #3

Make sure the maximum number of repetitions setting for the process is larger than the typical set of data you'd be working with. Anyway, hope this helps. Of course, doing it in code is pretty straight forward as well if you're interested in going that route I'd be happy to help.

Ryan

Ryan Farley,

Thanks for your response. I have been trying to get away from using loop flags because it causes all the records to be marked as "modified", which causes confusion about when the records were actually last modified by a user. Could you give me an example of how you do it with a script task? I have never worked with script tasks before.

Heather,

Here's an example that uses an EntitySchemaQuery to read all accounts with a type of Customer and creates a comma delimited string of the account names. When done, it puts the value in a process parameter named TextParam.

var text = "";
 
var esq = new EntitySchemaQuery(UserConnection.EntitySchemaManager, "Account");
esq.AddColumn("Name");
 
var customerFilter = esq.CreateFilterWithParameters(FilterComparisonType.Equal, "Type.Name", "Customer");
esq.Filters.Add(customerFilter);
 
var accounts = esq.GetEntityCollection(UserConnection);
foreach (var account in accounts)
{
	var name = account.GetTypedColumnValue<string>("Name");
	text += name + ", ";
}
text = text.Trim().TrimEnd(',');
 
Set("TextParam", text);
return true;

Hope this helps get you started.

Ryan

Ryan Farley,

Thanks so much, I was able to get that to work. Do you happen to know how to get the value from a non-Typed column? I'm assuming you have to get the GUID and then do a separate lookup from that table?

Heather,

If I am understanding you correctly, you can do that all in the same query. For example, in the example I posted, let's say you want to get the Account Owner's email address (Owner is a lookup to contact). I would add a column like this:

esq.AddColumn("Owner.Email");

Then, I could read that from the results like this (the dots are replaced with underscores):

var ownerEmail = account.GetTypedColumnValue<string>("Owner_Email");

You can go through many object relationships like this, for example Owner.City.Name, etc.

Ryan

Ryan Farley,

Thank you for all your help so far. I will check out the method you suggest. I got this almost working using a different method and I'm wondering if you can help with the last step. I just need to get the value of the record that I want to filter on in my script. I have tried a number of different syntax but just keep getting errors. I'm tryin gto get the UsrContact, which is a Contact Lookup record, and add that value to my SQL as the "user". I have tried it as a Guid and a string and get different errors depending on what way I do it.

var text = "";

var user = Get<string>("UsrContact");

var sql = "select case when cc.Name is null then ' ' else cc.Name end, "+ 

                 "case when org.Name is null then ' ' else org.Name end, "+ 

                 "case when cc.Phone is null then ' ' else cc.Phone end, "+ 

                 "case when cc.MobilePhone is null then ' ' else cc.MobilePhone end, "+ 

                 "case when freq.Name is null then ' ' else freq.Name end, "+ 

                 "case when rm. UsrLastCPIContact is null then ' ' else rm.UsrLastCPIContact end "+

            "from kwlcustomerMatrix rm "+ 

            "left outer join Contact cc on rm.KwlRCustomerContact1Id=cc.ID "+ 

            "left outer join Account org on rm.KwlCMAccountId=org.ID "+

            "left outer join KwlFrequency freq on rm.KwlExpectedMinFrequencyId=freq.ID "+

            "where rm.KwlROurcontact1Id='"+user+"'";

Actually, that issue was a silly mistake on my part. I got this working. Thank you so much for your help in this. I will post my code in case this is useful for someone else in the future.

var text = "";
Guid user = Get<Guid>("UsrContactGuid");
var sql = "select case when cc.Name is null then ' ' else cc.Name end, "+ 
                 "case when org.Name is null then ' ' else org.Name end, "+ 
                 "case when cc.Phone is null then ' ' else cc.Phone end, "+ 
                 "case when cc.MobilePhone is null then ' ' else cc.MobilePhone end, "+ 
                 "case when freq.Name is null then ' ' else freq.Name end, "+ 
                 "case when rm. UsrLastCPIContact is null then ' ' else convert(varchar, rm.UsrLastCPIContact, 23) end "+ 
            "from kwlcustomerMatrix rm "+ 
            "left outer join Contact cc on rm.KwlRCustomerContact1Id=cc.ID "+ 
            "left outer join Account org on rm.KwlCMAccountId=org.ID "+
            "left outer join KwlFrequency freq on rm.KwlExpectedMinFrequencyId=freq.ID "+
            "where rm.KwlROurcontact1Id='"+user+"'"+
            "ORDER BY CASE WHEN freq.Name = 'Daily' THEN '1'"+
                          "WHEN freq.Name = 'Semi-Weekly' THEN '2'"+
                          "WHEN freq.Name = 'Weekly' THEN '3'"+
                          "WHEN freq.Name = 'Monthly' THEN '4'"+
                          "WHEN freq.Name = 'Quarterly' THEN '5'"+
                          "WHEN freq.Name = 'Semi-Annually' THEN '6'"+
                          "WHEN freq.Name = 'Annually' THEN '7'"+
                          "ELSE freq.Name END ASC";
 
 
var query = new CustomQuery(UserConnection, sql);
using (var db = UserConnection.EnsureDBConnection())
{
    using (var reader = query.ExecuteReader(db))
    {
        while (reader.Read())
        {
 
            text += "<tr><td>"+reader.GetString(0)+"   </td>"+
                        "<td>"+reader.GetString(1)+"   </td>"+
                        "<td>"+reader.GetString(2)+"   </td>"+
                        "<td>"+reader.GetString(3)+"   </td>"+
                        "<td>"+reader.GetString(4)+"   </td>"+
                        "<td>"+reader.GetString(5)+"   </td></tr>";
 
 
 
 
 
        }
    }
}
 
text = text.Trim().TrimEnd(',');
Set("UsrEmailContentTableRows", text);
return true;

Hello,

Please contact Creatio support directly (via email support@creatio.com) to check this issue. It will be easier to help you this way!

Best regards,

Angela